Liberty Partners Financial Services, LLC
Address: 5060 California Ave # 620, Bakersfield, CA 93309 Hours: Closed ⋅ Opens 6:30AM Wed Tuesday6:30AM–3PMWednesday6:30AM–3PMThursday6:30AM–3PMFriday6:30AM–3PMSaturdayClosedSundayClosedMonday6:30AM–3PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (661) 631-0103Website: : : Place name: : : Category: : : Website: http://www.libertypfs.com/ Category: Financial consultant 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. · Own this business? Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of LIBERTY PARTNERS FINANCIAL SERVICES, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Liberty Partners Financial Services, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Liberty Partners Financial Services, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Liberty Partners Financial Services, LLC Salaries. You can even request information on how much does Liberty Partners Financial Services, LLC pay if you want to. Learn about salaries, pros and cons of working for Liberty Partners Financial Services, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
13 Liberty Partners Financial Services, LLC employees in database. Find out everything there's to know about Liberty Partners Financial Services, LLC 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.
Liberty Partners Financial Services, LLC Employees
FCG Wealth Management April 2012 - Present
Liberty Partners Financial Services, LLC April 2012 - Present
Transamerica Financial Advisors, Inc. September 2002 - April 2012
A.G. Edwards & Sons, Inc. September 1999 - September 2002
San Diego Padres June 1996 - September 1998
Education
California State University-Fresno 1993 — 1996
Intercare Insurance Solutions, a HUB International Company May 2014 - Present
Privately Owned Real Estate Office December 2013 - April 2014
Pradhi, Inc. June 2012 - February 2013
Liberty Partners Financial Services, LLC October 2011 - March 2012
Skills
Microsoft Excel, Microsoft Word, Atlassian JIRA, Confluence Wiki, Protoshare, Stata, Joomla, Adobe Illustrator
Education
UCSD 2010 — 2012
Bachelor of Science (BS), Management Science and Accounting Minor
San Diego Mesa College 2008 — 2010
Liberty Partners Financial Services, LLC June 2012 - Present
Retrodjtogo, LLC January 2006 - Present
Ameriprise Financial Services, Inc. August 1997 - June 2012
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Strategic Planning, Asset Allocation
Education
Sam Houston State University 1992 — 1996
Bachelors of Business, International Business
Texas A&M University 1988 — 1992
Engineering Technology Industrial Distribution
A&M Consolidated High School 1986 — 1988
High School
King Alfred's College, Wantage, UK 1982 — 1988
Liberty Partners Financial Services, LLC Graduate Assistant of Academic DeanNorthwood UniversityAugust 2013 - August 2014
Holbrook Accounting Services Company September 2012 - August 2013
Fuoco Group October 2012 - June 2013
Skills
Financial Reporting, Tax, Bookkeeping, Accounting, Financial Accounting, Auditing, Financial Analysis, QuickBooks, Account Reconciliation, Accounts Receivable, Tax Preparation, Financial Statements, General Ledger, Finance, Payroll, Accounts Payable, Internal Controls
Education
Northwood University-Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.6
Liberty Partners Financial Services, LLC July 2014 - Present
Jones Tax Advisors, Inc. January 2002 - Present
Skills
Strategic Financial..., Retirement Planning, Investments, Tax, Accounting, Financial Advisory, Investment Management, Corporate Tax, Estate Planning, Financial Planners, Estate Tax Planning, Partnership Taxation, Tax Research, Use Tax, Tax Analysis, Mutual Funds, Payroll Taxes, Sales Tax, SEC, Accounting Research, US Tax, Private Foundations, Securities, Tax Preparation, Multi-State Sales Tax, Financial Services, Cost Segregation, Income Tax, Fixed Annuities, GAAP, Auditing, Corporate Finance, Tax Accounting, Personal Finance, Life Insurance, Financial Risk, ETFs, Insurance, Tax Issues, Tax Reduction Strategies, Federal Taxation, State Taxation, Local Taxation, Individual Taxation, Multi-state Payroll, Trust Accounting, Financial Planning, Tax Compliance, SEC Compliance, Tansfer Pricing
Education
California State University-Northridge
Master of Science, Taxation
Prairie View A&M University
Bachelor of Science, Mechanical Engineering
University of California, Los Angeles
Post Baccalaureate Certificate, Personal Financial Planning
Liberty Partners Capital Management October 2014 - Present
Liberty Partners Financial Services, LLC 2012 - 2014
Brokers Xpress, LLC 2010 - 2012
Gunn Allen Financial/PHP Capital July 2006 - January 2010
Skills
Sales Management, Recruiting and Training, BrokerageOperations, Risk Management, Wealth Management, Securities, Bonds, Recruiting, Cash Flow, Series 7, Investment Advisory, 401k, IRAs, Mutual Funds, Financial Advisory, Investment Strategies, Fixed Annuities, Investments, Strategic Financial..., Insurance, Management, Finance, Portfolio Management, Retirement, FINRA, Life Insurance, Strategy, Start-ups, Retirement Planning, Financial Services, Asset Management, Alternative Investments, Asset Allocation, Estate Planning, Financial Planning
Education
New York Institute Of Finance 1985 — 1988
Series 3,4,7,8,24,53,63, and 65 licenses, as well as a Colorado Life and Health insurance license., Securities/Investments
Fordham University
BS, Psychology
Grabsit LLC April 2015 - Present
Crytrade April 2013 - Present
Contentcoin August 2014 - Present
Pro-nect April 2011 - Present
Firkins Automotive Group 2014 - 2015
Digital Mining Investments December 2013 - May 2014
Optisource International April 2010 - May 2013
Small Business Sales Consulting October 2009 - February 2010
Liberty Partners Financial Services, LLC November 2008 - November 2009
Atlantic Auto Group August 2007 - August 2008
Skills
Business Development, Marketing, Sales, Mobile Devices, Telecommunications, CRM, Account Management, New Business Development, Marketing Strategy, Entrepreneurship, Selling, Lead Generation, Pitching Ideas, Sales Operations, Telemarketing, Sales Management, Advanced Sales Training, Pitch Writing, Creative Sales..., Contracted Sales Force, Tele-sales, Creative Direction, Product Development, Product Management, Leadership, Project Management, Artistic Vision, Artistic Abilities, Strategic Visionary, Strategic Planning, Sales Presentations, Presentation Skills, Fundraising, Visonary
Education
Suffolk County Community College 2005 — 2007
Visual Arts ( uncompleted), Graphic Design
Oracle August 2015 - Present
Pana Consulting April 2013 - April 2014
Phlair Staffing July 2001 - September 2012
Phlair Events September 2002 - September 2010
Liberty Partners Financial Services, LLC February 2005 - June 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Management, Microsoft Office, Microsoft Word, Analysis, Leadership, Business Strategy, Business Planning, Training, Customer Service, Bloomberg Terminal, Public Speaking, Marketing, Sales, Event Planning, Social Media
Education
City University of New York-Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), Business Management, Entrepreneurial Studies Major. Law of Business Organizations Minor., 3.64 cumulative GPA, 3.9 major GPA
Suffolk County Community College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General, Magna Cum Laude, Deans List
Liberty Partners Financial Services, LLC May 2004 - Present
Liberty Partners Capital Management, LLC May 2004 - Present
San Mateo County January 2001 - February 2002
Indio Police Dept January 1999 - January 2001
Midwest Discount Brokers September 1988 - January 1999
Kern County January 1977 - January 1984
City and County of Honolulu January 1975 - December 1976
Skills
Securities, Hedge Funds, Investments, Financial Analysis, Wealth Management, Financial Advisory, Investment Strategies, Finance, Personal Financial..., Police, Asset Allocation, Retirement, Asset Management, Equities, Fixed Annuities, Series 7, Mutual Funds, Series 63, 401k, Retirement Planning, Employee Benefits, IRAs, Investment Advisory, FINRA, Alternative Investments, Estate Planning, Defined Benefit, Portfolio Management, Strategic Financial..., Financial Planners
Education
Bakersfield College 1977 — 1978
Criminal Justice, Police Science
Long Island Warrior Lacrosse December 2014 - Present
Regal King Realty January 2012 - Present
Blast Lacrosse February 2013 - Present
Coffee Distributing Corp. May 2011 - August 2011
Liberty Partners Financial Services, LLC December 2010 - April 2011
Rockwell Global Capital September 2010 - December 2010
Joseph Gunnar & Co, LLC May 2010 - August 2010
Skills
Real Estate, Recruiting, Sales, Negotiation, Customer Service, Sports Coaching, Lacrosse, Lessons, Employee Relations, Marketing, Microsoft Office, Contract Negotiation, Referrals, Cold Calling, Microsoft Excel, Forklift Operator, Social Media, Small Business, Advertising, Public Speaking, PowerPoint, Social Media Marketing, Microsoft Word
Education
New York Institute of Technology-Old Westbury 2009 — 2011
Liberty Partners Financial Services, LLC June 2011 - Present
EMW Foundation 2004 - Present
East Meets West Lacrosse July 1995 - Present
San Diego State University Men's Lacrosse 2007 - June 2012
WFP Securities October 1995 - May 2011
Skills
Investments, Coaching, Retirement Planning, Wealth Management, Sports, Mutual Funds, Strategic Financial..., Sports Management, Sports Marketing, Financial Analysis, Series 7, Equities, Fundraising, Sales, Insurance, Risk Management, Marketing, Management, Retirement, Securities, Nonprofits, Time Management, Investment Advisory, Entrepreneurship, Asset Management, Asset Allocation, Life Insurance, Portfolio Management, Financial Planners, Athletics, Finance, Small Business, Lacrosse, Sports Coaching, Alternative Investments, Leadership
Education
San Diego State University-California State University 1989 — 1995
BA, Rec Systems Management
Syracuse University 1983 — 1985
only attended 1 1/2 years
Summit High School 1980 — 1983
yes
Liberty Partners Financial Services, LLC Junior ExecutiveVadodara Stock Exchange Ltd.January 2003 - January 2007
Education
University of North Alabama
MBA, Finance and Financial Management Services
Rothschild Lieberman LLC January 2015 - April 2015
Liberty Partners Financial Services, LLC February 2014 - January 2015
Robert Graham Designs August 2012 - November 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Sales, Investments, Portfolio Management, Financial Analysis, Financial Services, Team Leadership, Strategic Planning
Education
Baruch College 2011 — 2016
Bachelor’s Degree, Finance, General