JSF Financial, LLC
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JSF Financial, LLC Employees
Employee
Years
Job
Industry
Asheesh Patel Asheesh Patel's JSF Financial, LLC Experience June 2015 - Present
Job Account Operations Intern at JSF Financial, LLC
Industry Financial Services
Experience
JSF Financial, LLC June 2015 - Present
Regency Property Management June 2015 - Present
Drbonnie360 June 2014 - Present
Bruincast April 2014 - Present
Larson Financial September 2014 - March 2015
ASUCLA September 2013 - September 2014
Mission Hospital October 2008 - June 2013
Skills
Microsoft Word, SPSS, Microsoft Excel, Financial Analysis, Quicken, PowerPoint, Microsoft Office, Customer Service, English, Teamwork, Public Speaking, Windows, Outlook, Data Analysis
Education
University of California, Los Angeles 2013 — 2016
Bachelor’s Degree, Economics, 3.55 Cumulative GPA
Irvine Valley College 2010 — 2013
Associate of Science (A.S.), Chemistry
JSF Financial, LLC June 2015 - Present
Regency Property Management June 2015 - Present
Drbonnie360 June 2014 - Present
Bruincast April 2014 - Present
Larson Financial September 2014 - March 2015
ASUCLA September 2013 - September 2014
Mission Hospital October 2008 - June 2013
Skills
Microsoft Word, SPSS, Microsoft Excel, Financial Analysis, Quicken, PowerPoint, Microsoft Office, Customer Service, English, Teamwork, Public Speaking, Windows, Outlook, Data Analysis
Education
University of California, Los Angeles 2013 — 2016
Bachelor’s Degree, Economics, 3.55 Cumulative GPA
Irvine Valley College 2010 — 2013
Associate of Science (A.S.), Chemistry
Paco Nicole de Leon Paco Nicole de Leon's JSF Financial, LLC Experience May 2010 - March 2014
Job Growing businesses + Playing in a band
Industry Information Services
Experience
Hell Yeah, Bookkeeping January 2015 - Present
www.paconicole.com January 2014 - Present
TwoFold LA January 2012 - Present
Sweet Bump It January 2013 - Present
GreenZipp.com April 2014 - October 2014
JSF Financial, LLC May 2010 - March 2014
Valerie B. Lee + Associates August 2008 - February 2010
Skills
Small Business..., Consulting, Operational Efficiency, Operations Management, Business Development..., Strategic Planning, Business Writing, Strategic Financial..., Financial Analysis, Investment Strategies, Entrepreneurship, Social Media, Outlook, Investment Advisory, Budget Process, Management, Strategy, Composition, Marketing Strategy, Guitar, Finance, Microsoft Excel, Microsoft Word, Personal Financial..., Cashflow Analysis, QuickBooks, Songwriting, Singing, Vocalist, Start-ups, Financial Education
Education
UCLA 2008 — 2013
Personal Financial Planning Certificate, Personal Financial Planning
California State University-Fullerton 2006 — 2008
Finance BA, Economics Minor, Finance & Economics
Rosary High School
Hell Yeah, Bookkeeping January 2015 - Present
www.paconicole.com January 2014 - Present
TwoFold LA January 2012 - Present
Sweet Bump It January 2013 - Present
GreenZipp.com April 2014 - October 2014
JSF Financial, LLC May 2010 - March 2014
Valerie B. Lee + Associates August 2008 - February 2010
Skills
Small Business..., Consulting, Operational Efficiency, Operations Management, Business Development..., Strategic Planning, Business Writing, Strategic Financial..., Financial Analysis, Investment Strategies, Entrepreneurship, Social Media, Outlook, Investment Advisory, Budget Process, Management, Strategy, Composition, Marketing Strategy, Guitar, Finance, Microsoft Excel, Microsoft Word, Personal Financial..., Cashflow Analysis, QuickBooks, Songwriting, Singing, Vocalist, Start-ups, Financial Education
Education
UCLA 2008 — 2013
Personal Financial Planning Certificate, Personal Financial Planning
California State University-Fullerton 2006 — 2008
Finance BA, Economics Minor, Finance & Economics
Rosary High School
Hugo Yeh's JSF Financial, LLC Experience November 2011 - September 2013
Job Recording Coordinator at SolarCity
Industry Renewables & Environment
Experience
SolarCity April 2014 - May 2015
JSF Financial, LLC November 2011 - September 2013
UCLA December 2009 - September 2011
Skills
Portfolio Management, Microsoft Excel, Microsoft SQL Server, Mutual Funds, Data Analysis, Solar Energy, UCC filings, Microsoft Office, Microsoft Word, PowerPoint, Oracle SQL Developer, Database Design, Fixed Income, Wealth Management, CPR Certified
Education
University of California, Los Angeles
Bachelor of Arts (BA), Economics/ Film & TV
SolarCity April 2014 - May 2015
JSF Financial, LLC November 2011 - September 2013
UCLA December 2009 - September 2011
Skills
Portfolio Management, Microsoft Excel, Microsoft SQL Server, Mutual Funds, Data Analysis, Solar Energy, UCC filings, Microsoft Office, Microsoft Word, PowerPoint, Oracle SQL Developer, Database Design, Fixed Income, Wealth Management, CPR Certified
Education
University of California, Los Angeles
Bachelor of Arts (BA), Economics/ Film & TV
Brian Mercado's JSF Financial, LLC Experience January 2013 - Present
Job Registered Investment Advisor/Account Operations Representative at JSF Financial, LLC
Industry Financial Services
Experience
JSF Financial, LLC January 2013 - Present
Zecco Trading, Inc February 2011 - January 2013
Brown & Brown, Inc August 2010 - February 2011
Crystal Cove Wealth Management January 2010 - August 2010
Wells Fargo Bank September 2009 - August 2010
Education
UCLA Extension 2013 — 2014
Certificate, Personal Financial Planning
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2010
Bachelor of Arts, Business Administration, Finance and Risk Management & Insurance
JSF Financial, LLC January 2013 - Present
Zecco Trading, Inc February 2011 - January 2013
Brown & Brown, Inc August 2010 - February 2011
Crystal Cove Wealth Management January 2010 - August 2010
Wells Fargo Bank September 2009 - August 2010
Education
UCLA Extension 2013 — 2014
Certificate, Personal Financial Planning
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2010
Bachelor of Arts, Business Administration, Finance and Risk Management & Insurance
Anastasia (Anastasiia) Zhuk Anastasia (Anastasiia) Zhuk's JSF Financial, LLC Experience June 2013 - August 2013
Job Analyst at Cornerstone Research
Industry Financial Services
Experience
Cornerstone Research September 2014 - Present
Bates College January 2013 - Present
JSF Financial, LLC June 2013 - August 2013
Bates College September 2012 - April 2013
Stereosvit Inc June 2011 - August 2011
Skills
Microsoft Office, Eviews, Stata, Mathematica, Morningstar Office, CRM databases
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematics, Spanish, 3.88/4.0
Universidad Complutense de Madrid 2012 — 2012
Calabasas High School 2007 — 2010
3.8/4.0
University High School 2006 — 2007
Cornerstone Research September 2014 - Present
Bates College January 2013 - Present
JSF Financial, LLC June 2013 - August 2013
Bates College September 2012 - April 2013
Stereosvit Inc June 2011 - August 2011
Skills
Microsoft Office, Eviews, Stata, Mathematica, Morningstar Office, CRM databases
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematics, Spanish, 3.88/4.0
Universidad Complutense de Madrid 2012 — 2012
Calabasas High School 2007 — 2010
3.8/4.0
University High School 2006 — 2007
Jeff Weedman Jeff Weedman's JSF Financial, LLC Experience May 2002 - March 2003
Job Service Delivery Manager | Project Manager
Industry Nonprofit Organization Management
Experience
Qualis Health April 2013 - April 2015
Johnny Bond Publications 2011 - March 2013
Alere Wellbeing July 2010 - June 2011
Free & Clear, Inc December 2008 - July 2010
Free & Clear, Inc. December 2007 - December 2008
Randstad Work Solutions October 2005 - December 2007
Divers Institute of Technology November 2004 - October 2005
Kelly Services March 2003 - November 2004
JSF Financial, LLC May 2002 - March 2003
Skills
Customer Satisfaction, Customer Service, Critical Thinking, Strategic Thinking, Achieve Results, Microsoft Office, Microsoft Excel, Microsoft Word, Internet Explorer, PowerPoint, Oral & Written..., Outlook, QuarkXPress, Research, Dreamweaver, Photoshop, One On One, Change Management, Professional Ethics, Motivational..., Motivational Speaking, Project Management, Program Management, Decisiveness, Diversity & Inclusion, Team Building, Data Entry, Management, Performance Management, Public Speaking, Marketing, Social Media, Training
Education
University of Washington 2000 — 2001
Bachelor's degree, Political Science and Government, 3.5
Seattle Central Community College 1999 — 1999
Associate's degree, 3.9
Qualis Health April 2013 - April 2015
Johnny Bond Publications 2011 - March 2013
Alere Wellbeing July 2010 - June 2011
Free & Clear, Inc December 2008 - July 2010
Free & Clear, Inc. December 2007 - December 2008
Randstad Work Solutions October 2005 - December 2007
Divers Institute of Technology November 2004 - October 2005
Kelly Services March 2003 - November 2004
JSF Financial, LLC May 2002 - March 2003
Skills
Customer Satisfaction, Customer Service, Critical Thinking, Strategic Thinking, Achieve Results, Microsoft Office, Microsoft Excel, Microsoft Word, Internet Explorer, PowerPoint, Oral & Written..., Outlook, QuarkXPress, Research, Dreamweaver, Photoshop, One On One, Change Management, Professional Ethics, Motivational..., Motivational Speaking, Project Management, Program Management, Decisiveness, Diversity & Inclusion, Team Building, Data Entry, Management, Performance Management, Public Speaking, Marketing, Social Media, Training
Education
University of Washington 2000 — 2001
Bachelor's degree, Political Science and Government, 3.5
Seattle Central Community College 1999 — 1999
Associate's degree, 3.9
Caroline Logan's JSF Financial, LLC Experience May 2013 - Present
Job Registered Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management November 2014 - Present
JSF Financial, LLC May 2013 - Present
All Star Travel Group May 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Social Networking, Facebook, Public Speaking, Event Management
Education
UCLA Extension 2013 — 2014
Certified Financial Planning
UCLA 2008 — 2012
Bachelor of Arts, History
University of Granada 2010 — 2010
Intermediate, Spanish and Iberian Studies
San Marcos High School, Santa Barbara 2004 — 2008
High School Diploma
Morgan Stanley Private Wealth Management November 2014 - Present
JSF Financial, LLC May 2013 - Present
All Star Travel Group May 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Social Networking, Facebook, Public Speaking, Event Management
Education
UCLA Extension 2013 — 2014
Certified Financial Planning
UCLA 2008 — 2012
Bachelor of Arts, History
University of Granada 2010 — 2010
Intermediate, Spanish and Iberian Studies
San Marcos High School, Santa Barbara 2004 — 2008
High School Diploma
Thuong Thien, CFP®'s JSF Financial, LLC Experience 2006 - December 2012
Job Consultant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins January 2013 - Present
DZH Phillips Wealth Management 2013 - Present
JSF Financial, LLC 2006 - December 2012
UCLA Extension American Language Center 2004 - 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Personal Tax Planning
Education
University of California, Los Angeles 2007 — 2010
Certificate of Personal Financial Planning
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Economics
Hewins Financial Wipfli Hewins January 2013 - Present
DZH Phillips Wealth Management 2013 - Present
JSF Financial, LLC 2006 - December 2012
UCLA Extension American Language Center 2004 - 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Personal Tax Planning
Education
University of California, Los Angeles 2007 — 2010
Certificate of Personal Financial Planning
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Economics
Marissa Welch's JSF Financial, LLC Experience May 2010 - Present
Job Executive Assistant to Jeffrey Fishman at JSF Financial, LLC
Industry Financial Services
Experience
JSF Financial, LLC May 2010 - Present
State of California October 2011 - Present
ASTONE January 2007 - January 2010
The Londre Company 2003 - 2007
Anachel Communications May 2002 - July 2002
Skills
Public Relations, Event Planning, Press Releases, Social Media, Event Management, Internal Communications, Publicity, Volunteer Management, Marketing Communications, Media Relations, Newsletters, Copywriting, Editing, Video Production, Trade Shows, Social Media Marketing, Social Networking, Time Management, Broadcast
Education
California State University-Northridge 1999 — 2003
BA, Journalism, Public Relations
JSF Financial, LLC May 2010 - Present
State of California October 2011 - Present
ASTONE January 2007 - January 2010
The Londre Company 2003 - 2007
Anachel Communications May 2002 - July 2002
Skills
Public Relations, Event Planning, Press Releases, Social Media, Event Management, Internal Communications, Publicity, Volunteer Management, Marketing Communications, Media Relations, Newsletters, Copywriting, Editing, Video Production, Trade Shows, Social Media Marketing, Social Networking, Time Management, Broadcast
Education
California State University-Northridge 1999 — 2003
BA, Journalism, Public Relations
Shari Fishman's JSF Financial, LLC Experience May 2010 - Present
Job Chief Compliance Officer at JSF Financial, LLC
Industry Financial Services
Experience
JSF Financial, LLC May 2010 - Present
Education
University of Southern California 1994 — 1995
Master’s Degree, Tax Law/Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1989 — 1992
Juris Doctor (J.D.)
Queens College 1986 — 1989
Bachelor’s Degree
JSF Financial, LLC May 2010 - Present
Education
University of Southern California 1994 — 1995
Master’s Degree, Tax Law/Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1989 — 1992
Juris Doctor (J.D.)
Queens College 1986 — 1989
Bachelor’s Degree