Keystone Capital Corporation
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11 Keystone Capital Corporation employees in database. Find out everything there's to know about Keystone Capital Corporation 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.
Keystone Capital Corporation Employees
Employee
Years
Job
Industry
Stephanie Bauer Stephanie Bauer's Keystone Capital Corporation Experience June 2011 - August 2011
Job Assurance Associate at Ernst & Young
Industry Higher Education
Experience
Ernst & Young September 2012 - Present
University of San Diego September 2008 - August 2012
Keystone Capital Corporation June 2011 - August 2011
Woodbridge Village Association May 2007 - August 2010
Skills
Excel, Word, PowerPoint, Access, Microsoft Excel, Customer Service, Management, Leadership, Accounting, Microsoft Office, Spanish, Microsoft Word, Event Planning, Social Media, Facebook, Public Speaking, Social Networking
Education
University of San Diego 2008 — 2012
Bachelors and Masters, Accounting
Ernst & Young September 2012 - Present
University of San Diego September 2008 - August 2012
Keystone Capital Corporation June 2011 - August 2011
Woodbridge Village Association May 2007 - August 2010
Skills
Excel, Word, PowerPoint, Access, Microsoft Excel, Customer Service, Management, Leadership, Accounting, Microsoft Office, Spanish, Microsoft Word, Event Planning, Social Media, Facebook, Public Speaking, Social Networking
Education
University of San Diego 2008 — 2012
Bachelors and Masters, Accounting
Roy Lin Roy Lin's Keystone Capital Corporation Experience February 2012 - June 2012
Job Junior Trader, AVP at UnionBanc Investment Services
Industry Financial Services
Experience
Union Bank March 2015 - Present
D.A. Davidson & Co. August 2012 - March 2015
Light Tower Investments July 2012 - August 2012
Keystone Capital Corporation February 2012 - June 2012
International Financial and Insurance Services, Inc. August 2011 - December 2011
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA), Finance
Union Bank March 2015 - Present
D.A. Davidson & Co. August 2012 - March 2015
Light Tower Investments July 2012 - August 2012
Keystone Capital Corporation February 2012 - June 2012
International Financial and Insurance Services, Inc. August 2011 - December 2011
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA), Finance
Alex Baima Alex Baima's Keystone Capital Corporation Experience February 2012 - May 2012
Job Data Analyst
Industry Financial Services
Experience
The Retirement Group LLC July 2014 - December 2014
Your Computer Guru October 2013 - May 2014
Luth Research August 2013 - November 2013
Keystone Capital Corporation February 2012 - May 2012
Victoria’s Secret November 2009 - February 2010
Data Risk Management November 2008 - November 2009
Skills
Microsoft Excel, Microsoft Access, Microsoft Project..., Analytical Reasoning, Leadership, Time Management, Efficiency, Public Speaking, Web Design, Web Analytics, Retirement Planning, Committed to..., PowerPoint, Outlook, Microsoft Word, Data Analysis, SAS® Visual Analytics, Salesforce, Adobe, Social Networking, Market Research, Analysis, Microsoft Office, MS Project
Education
University of San Diego 2008 — 2012
BBA, Business Admin
The Retirement Group LLC July 2014 - December 2014
Your Computer Guru October 2013 - May 2014
Luth Research August 2013 - November 2013
Keystone Capital Corporation February 2012 - May 2012
Victoria’s Secret November 2009 - February 2010
Data Risk Management November 2008 - November 2009
Skills
Microsoft Excel, Microsoft Access, Microsoft Project..., Analytical Reasoning, Leadership, Time Management, Efficiency, Public Speaking, Web Design, Web Analytics, Retirement Planning, Committed to..., PowerPoint, Outlook, Microsoft Word, Data Analysis, SAS® Visual Analytics, Salesforce, Adobe, Social Networking, Market Research, Analysis, Microsoft Office, MS Project
Education
University of San Diego 2008 — 2012
BBA, Business Admin
Eric Sams Eric Sams's Keystone Capital Corporation Experience February 2015 - Present
Job President at Keystone Capital Corporation
Industry Financial Services
Experience
Keystone Capital Corporation February 2015 - Present
Keystone Capital Corporation November 2012 - Present
Keystone Capital Corporation March 2011 - Present
AXA Advisors March 2010 - March 2011
Skills
Strategic Planning, Asset Managment, Financial Analysis, Strategic Financial..., Investments, Investment Strategies, Life Insurance, Long Term Care Insurance, Licensed Life Insurance..., College Education...
Education
University of California, San Diego 2005 — 2009
Bachelor of Science (BS), Economics
woodbridge high school 2001 — 2005
Keystone Capital Corporation February 2015 - Present
Keystone Capital Corporation November 2012 - Present
Keystone Capital Corporation March 2011 - Present
AXA Advisors March 2010 - March 2011
Skills
Strategic Planning, Asset Managment, Financial Analysis, Strategic Financial..., Investments, Investment Strategies, Life Insurance, Long Term Care Insurance, Licensed Life Insurance..., College Education...
Education
University of California, San Diego 2005 — 2009
Bachelor of Science (BS), Economics
woodbridge high school 2001 — 2005
Elena Aguirre Elena Aguirre's Keystone Capital Corporation Experience February 2012 - May 2012
Job Marketing Programs Coordinator (LATAM) at Rackspace, the #1 managed cloud company
Industry Marketing and Advertising
Experience
Rackspace, the #1 managed cloud company November 2014 - Present
Rackspace, the Open Cloud Company August 2013 - November 2014
World Trade Center San Diego May 2012 - December 2012
Keystone Capital Corporation February 2012 - May 2012
Skills
Market Research, Microsoft Excel
Education
San Diego State University-California State University 2007 — 2012
International Business
Ecole supérieure de Commerce de Toulouse 2011 — 2011
Formation Approfondie
Rackspace, the #1 managed cloud company November 2014 - Present
Rackspace, the Open Cloud Company August 2013 - November 2014
World Trade Center San Diego May 2012 - December 2012
Keystone Capital Corporation February 2012 - May 2012
Skills
Market Research, Microsoft Excel
Education
San Diego State University-California State University 2007 — 2012
International Business
Ecole supérieure de Commerce de Toulouse 2011 — 2011
Formation Approfondie
Natalie Zafis Natalie Zafis's Keystone Capital Corporation Experience June 2011 - September 2011
Job Customer & Patient Experience Specialist | Account Manager at Oracle
Industry Computer Software
Experience
Oracle July 2013 - Present
Family Care Network, Inc. January 2013 - June 2013
Monahan & Roth June 2012 - September 2012
PULSE: Peers Understanding Listening Speaking Educating September 2011 - June 2012
PULSE: Peers Understanding Listening Speaking Educating March 2011 - June 2012
Keystone Capital Corporation June 2011 - September 2011
Keystone Capital Corporation June 2010 - August 2010
Skills
PowerPoint, Facebook, Social Media, Organizational..., Event Planning, Creative Writing, Microsoft Word, Interpersonal..., Team Leadership, Social Networking, Strong Work Ethic, Competitive, Analytical Skills, Adaptability, Small Group..., Problem Solving, Community Outreach, Sales, Technical Writing, Interviews, Teamwork, Time Management, Oral & Written..., Public Speaking, CRM, Email Marketing, Social Media Marketing, Fundraising, Salesforce.com, Customer Service, Event Management, Access, Analysis, Microsoft Office, Lead Generation, Leadership, Communication, Regulatory Requirements, Account Management, Psychology
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor, Communication Studies, Psychology Minor
Poway High School 2005 — 2009
High School Diploma
Oracle July 2013 - Present
Family Care Network, Inc. January 2013 - June 2013
Monahan & Roth June 2012 - September 2012
PULSE: Peers Understanding Listening Speaking Educating September 2011 - June 2012
PULSE: Peers Understanding Listening Speaking Educating March 2011 - June 2012
Keystone Capital Corporation June 2011 - September 2011
Keystone Capital Corporation June 2010 - August 2010
Skills
PowerPoint, Facebook, Social Media, Organizational..., Event Planning, Creative Writing, Microsoft Word, Interpersonal..., Team Leadership, Social Networking, Strong Work Ethic, Competitive, Analytical Skills, Adaptability, Small Group..., Problem Solving, Community Outreach, Sales, Technical Writing, Interviews, Teamwork, Time Management, Oral & Written..., Public Speaking, CRM, Email Marketing, Social Media Marketing, Fundraising, Salesforce.com, Customer Service, Event Management, Access, Analysis, Microsoft Office, Lead Generation, Leadership, Communication, Regulatory Requirements, Account Management, Psychology
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor, Communication Studies, Psychology Minor
Poway High School 2005 — 2009
High School Diploma
Valorie Seyfert's Keystone Capital Corporation Experience May 1999 - October 2001
Job President/CEO and CoFounder at CUSO Financial Services
Industry Financial Services
Experience
CUSO Financial Services, LP October 1996 - Present
Sorrento Pacific Financial, LLC March 2003 - Present
Keystone Capital Corporation May 1999 - October 2001
Self-employed February 1989 - January 2001
Education
University of San Diego School of Law
Juris Doctorate (J.D.)
University of Southern California
Bachelor of Arts (B.A.), International Relations
CUSO Financial Services, LP October 1996 - Present
Sorrento Pacific Financial, LLC March 2003 - Present
Keystone Capital Corporation May 1999 - October 2001
Self-employed February 1989 - January 2001
Education
University of San Diego School of Law
Juris Doctorate (J.D.)
University of Southern California
Bachelor of Arts (B.A.), International Relations
Lisa Roth's Keystone Capital Corporation Experience September 2011 - Present
Job President, Monahan & Roth, LLC
Industry Financial Services
Experience
Keystone Capital Corporation September 2011 - Present
Monahan & Roth, LLC 1999 - Present
PCAOB Standing Advisory Group 2011 - 2012
NAIBD 1994 - December 2011
Third Party Marketers Association 2009 - 2011
FINRA, Small Firm Advisory Board 2008 - 2011
NRS, ComplianceMAX 2000 - 2008
ComplianceMAX 1999 - 2007
Royal Alliance Associates INC 1998 - 1999
First Allied Securities 1990 - 1995
Education
Moravian College 1977 — 1981
BA, History
Keystone Capital Corporation September 2011 - Present
Monahan & Roth, LLC 1999 - Present
PCAOB Standing Advisory Group 2011 - 2012
NAIBD 1994 - December 2011
Third Party Marketers Association 2009 - 2011
FINRA, Small Firm Advisory Board 2008 - 2011
NRS, ComplianceMAX 2000 - 2008
ComplianceMAX 1999 - 2007
Royal Alliance Associates INC 1998 - 1999
First Allied Securities 1990 - 1995
Education
Moravian College 1977 — 1981
BA, History