Legacy Full Circle Financial & Insurance Services
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Legacy Full Circle Financial & Insurance Services Employees
Wells Fargo Insurance Services July 2014 - Present
Azusa Pacific University January 2013 - Present
Wells Fargo Insurance Services June 2013 - August 2013
Legacy Full Circle Financial & Insurance Services August 2012 - May 2013
Zumiez August 2010 - October 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Visio, Visio, Customer Service, Analysis, Marketing, Teamwork
Education
Azusa Pacific University 2009 — 2014
Bachelor of Science in Finance, Cum Laude
Universitat Pompeu Fabra 2012 — 2012
Business and Culture Study Abroad Program
The Hoyt Organization July 2014 - Present
Conado Communications May 2014 - Present
ragerestRPT March 2014 - September 2014
LAGRANT COMMUNICATIONS January 2014 - July 2014
LAGRANT COMMUNICATIONS April 2013 - July 2014
Sears Holdings Corporation May 2012 - June 2013
Difference Financial & Insurance Services May 2011 - February 2013
Legacy Full Circle Financial & Insurance Services December 2010 - April 2011
World Financial Group (WFG) June 2009 - December 2010
Skills
Press Releases, Marketing, Public Relations, Facebook, Customer Service, Social Media, Integrated Marketing, Media Relations, Copywriting, Social Networking, Blogging, Newsletters, Creative Writing, Sales, Advertising, Financial Services, Microsoft Office, Event Planning, Social Media Marketing, Strategic Communications, Marketing Communications, Pitching Media, Microsoft Excel, PowerPoint, Microsoft Word, CisionPoint
Education
California State University-Dominguez Hills 2009 — 2013
Communications, Public Relations, Advertising, and Applied Communication
Bishop Montgomery High School 2005 — 2009
Diploma
Managing Partner at Partners South August 2014 - Present
Robin's Signature Health, Financial & Insurance Services March 2013 - Present
Legacy Full Circle Financial & Insurance Services 2010 - 2011
Skills
Strategic Planning, Health Insurance, Customer Service, Retirement Planning, Strategic Financial..., Fixed Annuities, Retirement, Coaching, Management, Insurance, Investments, Marketing, Team Building, Microsoft Office, PowerPoint, Public Speaking, Public Relations, Employee Benefits, Term Life Insurance, Long-term Care, 401k, Leadership, Marketing Strategy, IRAs, 401k Rollovers, Microsoft Word, Financial Planning
Education
New School for Social Research 1989 — 1991
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
Marymount College 1976 — 1980
Bachelor of Arts (B.A.), International Business
Université Panthéon Sorbonne (Paris I) / IAE Paris 1978 — 1978
French Language and Literature
Southold High School 1972 — 1976
The Washington Center for Internships and Academic Seminars
Academic Internship Semester
Legacy Full Circle Financial & Insurance Services July 2008 - Present
Skills
Retirement Planning, Investments, Life Insurance, Financial Services, Networking
Education
Riverside Community College 1998 — 2000
United Realty Group June 2011 - Present
Sptrectrum Legacy Financial and Financing June 2009 - Present
Legacy Full Circle Financial & Insurance Services 2009 - 2011
Sell Express Real Estate January 2008 - December 2009
Education
Riverside City College 1980 — 1982
Legacy Full Circle Financial & Insurance Services February 2015 - Present
Jack Russell's Great White July 2013 - Present
DiscLive Network May 2012 - December 2014
Platinum Masters February 2009 - 2012
DiskFaktory.com January 2002 - December 2011
Capitol Records 1987 - 2011
Young and Rubicam January 2000 - January 2001
Instant Courier.com January 1999 - January 2000
MicroSynergy 1996 - 1999
Skills
Entertainment, Business Development, Management, Entrepreneur, Social Media, Fireman, Astronaut,..., Entrepreneurship, Digital Media, Strategic Partnerships, Music, Marketing Strategy, Marketing, Public Relations, Social Networking, Event Management, Brand Management, Graphic Design, Account Management, Direct Marketing, New Media, Advertising, Marketing Communications, CRM, Integrated Marketing, Online Marketing, Creative Direction, Strategy, Start-ups, Digital Marketing, Brand Development, Product Development
Education
California State University-Long Beach 1986 — 1988
University of California, Los Angeles 1983 — 1985
Ganesha High
Mark 1 Mortgage June 2013 - Present
Legacy Advantage Realty Group, Inc. February 2012 - Present
CDPE (Certified Distressed Properties Expert) September 2010 - Present
Legacy Full Circle Financial & Insurance Services January 2010 - Present
ERA Regency Realtors February 2005 - September 2010
other business 2007 - 2008
Skills
Financial Advice, Debt Reduction, Mortgage Lending, Short Sales, Sellers, Investments, Home, REO, Buying, Savings, Rentals, Insurance, Real Estate, Residential, Mortgage, Foreclosures, Loans, Retirement, Negotiation, First Time Home Buyers, Property Management, New Home Sales, Investment Properties, Refinance, Referrals, Selling, Real Estate Investment, Purchase, Wealth, Relocation, Asset Management, Asset, Retirement Planning, Estate Planning, First Time Buyers, Investors, Condos, Residential Homes, Asset Managment, Listings, Single Family Homes, Real Estate Economics, Real Property, Real Estate Transactions, Property, Debt Restructuring, Financial Advisory, Brokerage, FHA, Townhomes
Education
Monterey Institute of International Studies 1981 — 1982
French Translation, Int'l Marketing
University of the Pacific 1976 — 1980
BA, Spanish, French, Humanities
Justin Siena High School 1972 — 1976
Wells Fargo Insurance Services May 2015 - Present
Pasadena City College September 2013 - May 2014
Pasadena City College September 2012 - May 2013
Legacy Full Circle Financial & Insurance Services June 2012 - May 2013
Skills
Community Outreach, Event Planning, Spanish, Student Government, Legal Research, Fundraising, Social Networking, Commercial Insurance, Financial Services
Education
University of California, Berkeley 2014 — 2016
Political Economy
Pasadena City College 2011 — 2014
Political Science and Government
European Study Association 2013 — 2013
French Language and Culture in Paris, France
Angeles Marketing Services January 2013 - Present
Legacy Full Circle Financial & Insurance Services September 2012 - Present
U.S. Bank October 2004 - September 2010
JPMorgan Chase (Washington Mutual/Home Savings) January 1990 - February 2004
Skills
Strategic Financial..., Retirement Benefits, Financial Services, Health Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Tax Free Income
Education
East Los Angeles College
Studied Business, Business Administration and Management, General
Roosevelt High School
AAA Life Insurance Company July 2013 - Present
Notary Public May 2013 - Present
The Lending Company 2012 - Present
Legacy Full Circle Financial & Insurance Services January 2008 - June 2013
HBW Insurance & Financial Services October 2006 - December 2007
Bally Total Fitness January 1996 - July 2005
Skills
Life Insurance, Retirement Planning, IRAs, Rollovers, Annuity Sales, Notary Public, Fixed Annuities, Retirement, Mortgage Lending, Term Life Insurance, Financial Advisory, Insurance, Customer Service, Sales
Education
Pasadena City College 1994 — 1996
Eagle Rock High 1991 — 1994
World Financial Group (WFG) April 2014 - Present
Legacy Full Circle Financial & Insurance Services August 2012 - May 2013
Kohl's Department Stores November 2008 - March 2010
Bed, Bath and Beyond January 2008 - September 2008
All Temperatures Controlled, Inc March 2007 - February 2008
Pipefitter, Opsco Industries January 1999 - January 2006
A.E.S.S. January 1997 - January 1999
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Inventory Management, PowerPoint, Time Management, Outlook, Marketing, Team Building, Retail, Life Insurance, Sales, Financial Planning, Insurance, Investments, Strategic Planning, Leadership, Risk Management, Coaching, Finance, Fixed Annuities
Education
Glendale Community College 2009 — 2011
welding certification program, Welding
Southern Alberta Institute of Technology 1995 — 2002
S.A.I.T, Calgary
Concordia University
English Literature; Social Sciences
Pipefitter-steamfitter technical training
Legacy Full Circle Financial & Insurance Services 2015 - Present
Hustter Financial Group June 2013 - August 2013
Infiniti Motor Company Ltd. September 2012 - December 2012
Jamba Juice October 2011 - December 2011
Skills
Organization Skills, Leadership, Public Speaking, Sales, Teamwork, Marketing, Social Media, Social Networking, Customer Service, Event Planning, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of California, Santa Barbara 2013 — 2015
Global and International Studies, Business, Management, Marketing, and Finance
Moorpark College 2011 — 2013
Economics
Oak Park High School 2007 — 2011
RE/MAX Leaders Real Estate December 2014 - Present
REAL ESTATE HEAVEN October 2010 - March 2013
Legacy Financial Services 2010 - 2012
Legacy Full Circle Financial & Insurance Services March 2010 - September 2011
Del Mar Lending 2008 - 2009
Skills
REO, Short Sales, First Time Home Buyers, Sellers, Real Estate, Foreclosures, Investment Properties, Residential Homes, Property Management, FHA, Investors, HUD, Mortgage Lending, Single Family Homes, Rentals
Education
American Career College-Los Angeles 1990 — 1992
Associate of Science (A.S.), Pharmacy
Legacy Full Circle Financial & Insurance Services February 2011 - Present
LACERA March 2001 - November 2006
Skills
Life Insurance, 403(b) for School..., Retirement Planning, College Funding..., Financial Services, Health Insurance, Retirement, Series 63, Series 6, Insurance, Investments, Finance, Employee Benefits, Strategic Financial..., Term Life Insurance, Financial Advisory, Fixed Annuities, Notary Public
Education
University of California, Berkeley 1995 — 2000
Bachelor of Science (B.S.), Social Welfare with Economics Emphasis
Legacy Full Circle Financial & Insurance Services October 2009 - Present
Go Girl Networking February 2011 - Present
Veterans Village July 2009 - Present
University of California, Riverside January 2014 - June 2015
White Memorial Hospital June 2009 - 2012
Skills
Microsoft Word, Public Speaking, Outlook, Event Management, Microsoft Excel, PowerPoint, Microsoft Office, English, Market Research, Teaching, Medical Coding, Research, Medicine, Customer Service
Education
University of California, Riverside 2012 — 2014
Bachelor's Degree, Psychology
California State Polytechnic University-Pomona 2006 — 2007
Psychology
J M Luna Health Financial & Insurance Solutions May 2013 - Present
Strategic Choices Financial & Insurance Solutions January 2012 - May 2013
Legacy Full Circle Financial & Insurance Services January 2008 - May 2012
Bank of the West January 2002 - April 2006
Skills
Retirement Planning, Retirement, New Business Development, Life Insurance, Health Insurance, Financial Analysis, Financial solutions..., Insurance, Small Business, Financial Services, Customer Service, Finance, Fixed Annuities
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2014
Manual Arts High School
Legacy Full Circle Financial & Insurance Services August 2010 - Present
Barrera Group Corp. June 2004 - Present
Education
Fashion Institute of Design & Merchandising 2009 — 2011
Associate Degree, Interior Design
Legacy Full Circle Financial & Insurance Services 2008 - Present
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Retirement, Investments, Disability Insurance, Strategic Financial..., Commercial Insurance, General Insurance, Risk Management, Series 6, Health Insurance, IRAs, Long-term Care, Financial Planners, 401k, Whole Life, Critical Illness, Long Term Care Insurance, Universal Life, Financial Services, Umbrella Insurance, Employee Benefits, Financial Advisory, Brokers, Wealth, Pensions, Income Protection, Wealth Accumulation, 401k Rollovers, Roth IRA, Investment Strategies, Retirement Savings, Licensed Life, Financial Planning
Education
Mountain View High School - El Monte, CA 1991 — 1995
California State Polytechnic University-Pomona
Psychology