Liberty Partners Financial Services, LLC

Description

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

Employee
Years
Job
Industry
Ben M. Reynoso Ben M. Reynoso Visalia, California Details
Ben M. Reynoso's Liberty Partners Financial Services, LLC Experience April 2012 - Present
Job Financial Advisor | FCG Wealth Management | FlexibleFolio.com
Industry Financial Services
Experience
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

Rebeca Karcz Rebeca Karcz San Diego, California Details
Rebeca Karcz's Liberty Partners Financial Services, LLC Experience October 2011 - March 2012
Job Assistant Account Manager Executive Liability
Industry Financial Services
Experience
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

Nick Drew Nick Drew Cypress, Texas Details
Nick Drew's Liberty Partners Financial Services, LLC Experience June 2012 - Present
Job Financial Advisor at Liberty Partners Financial Services, LLC
Industry Investment Management
Experience
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

shuayng zou shuayng zou West Palm Beach, Florida Details
shuayng zou's Liberty Partners Financial Services, LLC Experience Graduate Assistant of Academic DeanNorthwood UniversityAugust 2013 - August 2014
Job Graduate Assistant of Academic Dean at Northwood University
Industry Accounting
Experience
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

Victor Jones, CFP®, EA, MST Victor Jones, CFP®, EA, MST Greater Los Angeles Area Details
Victor Jones, CFP®, EA, MST's Liberty Partners Financial Services, LLC Experience July 2014 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
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

John Pineman John Pineman Greater Denver Area Details
John Pineman's Liberty Partners Financial Services, LLC Experience 2012 - 2014
Job Liberty Partners Capital Management
Industry Financial Services
Experience
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

Jay Delagrange Jay Delagrange Sarasota, Florida Area Details
Jay Delagrange's Liberty Partners Financial Services, LLC Experience November 2008 - November 2009
Job Cofounder Grabsit, Crytrade, Pronect
Industry Internet
Experience
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

Phillip Scarlett Phillip Scarlett New York, New York Details
Phillip Scarlett's Liberty Partners Financial Services, LLC Experience February 2005 - June 2009
Job Business Development at Oracle
Industry Computer Software
Experience
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

Jeff Fanning Jeff Fanning Bakersfield, California Area Details
Jeff Fanning's Liberty Partners Financial Services, LLC Experience May 2004 - Present
Job CEO Liberty Partners Capital Management & Liberty Partners Financial Services
Industry Financial Services
Experience
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

Charlie Podgurski Charlie Podgurski Sayville, New York Details
Charlie Podgurski's Liberty Partners Financial Services, LLC Experience December 2010 - April 2011
Job Lacrosse Instructor
Industry Sports
Experience
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

Matt Holman Matt Holman Greater San Diego Area Details
Matt Holman's Liberty Partners Financial Services, LLC Experience June 2011 - Present
Job Registered Investment Advisor
Industry Financial Services
Experience
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

Dhrumil Parikh Dhrumil Parikh West Palm Beach, Florida Area Details
Dhrumil Parikh's Liberty Partners Financial Services, LLC Experience Junior ExecutiveVadodara Stock Exchange Ltd.January 2003 - January 2007
Job Financial Advisor at Liberty Partners Financial Services, LLC
Industry Financial Services
Experience
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

Jeuris Pena Jeuris Pena Brooklyn, New York Details
Jeuris Pena's Liberty Partners Financial Services, LLC Experience February 2014 - January 2015
Job Student at City University of New YorkBaruch College
Industry Financial Services
Experience
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