Loring Ward
Industry: Company
DescriptionParent organization: Loring Ward Group, Inc. Subsidiary: Loring Ward Advisor Services
Loring Ward List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Loring Ward. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Loring Ward Salaries. You can even request information on how much does Loring Ward pay if you want to. Learn about salaries, pros and cons of working for Loring Ward 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!
142 Loring Ward employees in database. Find out everything there's to know about Loring Ward 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.
Loring Ward Employees
Employee
Years
Job
Industry
Curtis V Schlunz, Sr Curtis V Schlunz, Sr's Loring Ward Experience 2011 - 2015
Job Senior System Administrator at Vestas
Industry Information Technology and Services
Experience
Vestas 2015 - Present
Loring Ward 2011 - 2015
Xilinx, Inc 2004 - 2011
Robert Half Technology 2003 - 2004
PriceWaterhouse Coopers LLP 2000 - 2002
Fibertek 1998 - 2000
Skills
Business Continuity, Training, Vendor Management, Windows, Data Analysis, Cross-functional Team..., Program Management, ITIL, Cloud Computing, IT Management, VMware, Data Center, Network Security, Management, Leadership, System Administration, Integration, Software Documentation, Security, IT Strategy, Virtualization, Disaster Recovery, ERP, Security Management
Education
Portland State University 2003 — 2003
Completed Under Grad CS Courses, Computer Sciences
Northern Virginia Community College 1994 — 1997
AS, General Sciences
Vestas 2015 - Present
Loring Ward 2011 - 2015
Xilinx, Inc 2004 - 2011
Robert Half Technology 2003 - 2004
PriceWaterhouse Coopers LLP 2000 - 2002
Fibertek 1998 - 2000
Skills
Business Continuity, Training, Vendor Management, Windows, Data Analysis, Cross-functional Team..., Program Management, ITIL, Cloud Computing, IT Management, VMware, Data Center, Network Security, Management, Leadership, System Administration, Integration, Software Documentation, Security, IT Strategy, Virtualization, Disaster Recovery, ERP, Security Management
Education
Portland State University 2003 — 2003
Completed Under Grad CS Courses, Computer Sciences
Northern Virginia Community College 1994 — 1997
AS, General Sciences
Randi Mills Randi Mills's Loring Ward Experience March 2015 - Present
Job Operations Supervisor at Foothill Securities, Inc.
Industry Financial Services
Experience
Loring Ward March 2015 - Present
Foothill Securities, Inc. September 2008 - March 2015
Berthel Fisher & Company Financial Services, Inc. December 2007 - August 2008
Kelmoore Investment Company May 1999 - November 2007
Skills
Customer Service, Series 7, Series 24, Series 63, Financial Services, Mutual Funds, Investments, Investment Advisory...
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (BA), Economics
Loring Ward March 2015 - Present
Foothill Securities, Inc. September 2008 - March 2015
Berthel Fisher & Company Financial Services, Inc. December 2007 - August 2008
Kelmoore Investment Company May 1999 - November 2007
Skills
Customer Service, Series 7, Series 24, Series 63, Financial Services, Mutual Funds, Investments, Investment Advisory...
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (BA), Economics
Alex Kassai Alex Kassai's Loring Ward Experience January 2011 - June 2011
Job Attorney at Cooley LLP
Industry Law Practice
Experience
Cooley LLP November 2011 - Present
MDprime September 2011 - Present
Actuate January 2011 - June 2011
Loring Ward January 2011 - June 2011
Sweeney, Mason, Wilson & Bosomworth November 2009 - August 2010
Hall of Justice - Superior Court of Santa Clara County May 2009 - January 2010
Athlete's Fuel (now known as Health-E-Centric) December 2007 - December 2007
Symantec January 2007 - September 2007
Morgan Stanley May 2006 - September 2006
Skills
Legal Research, Courts, Mergers, Corporate Law, Legal Writing, Mergers & Acquisitions, Criminal Law, Litigation, Civil Litigation, Intellectual Property, Securities Regulation, Private Equity, Licensing, Commercial Litigation, Patents, Corporate Governance
Education
Santa Clara University School of Law 2008 — 2011
J.D., Law, Cum Laude Honors, Order of the Coif
Santa Clara University - Leavey School of Business 2004 — 2008
B.S., Finance, Cum Laude Honors
Syracuse University - International Study Abroad in Florence, Italy
Business, Economics
Cooley LLP November 2011 - Present
MDprime September 2011 - Present
Actuate January 2011 - June 2011
Loring Ward January 2011 - June 2011
Sweeney, Mason, Wilson & Bosomworth November 2009 - August 2010
Hall of Justice - Superior Court of Santa Clara County May 2009 - January 2010
Athlete's Fuel (now known as Health-E-Centric) December 2007 - December 2007
Symantec January 2007 - September 2007
Morgan Stanley May 2006 - September 2006
Skills
Legal Research, Courts, Mergers, Corporate Law, Legal Writing, Mergers & Acquisitions, Criminal Law, Litigation, Civil Litigation, Intellectual Property, Securities Regulation, Private Equity, Licensing, Commercial Litigation, Patents, Corporate Governance
Education
Santa Clara University School of Law 2008 — 2011
J.D., Law, Cum Laude Honors, Order of the Coif
Santa Clara University - Leavey School of Business 2004 — 2008
B.S., Finance, Cum Laude Honors
Syracuse University - International Study Abroad in Florence, Italy
Business, Economics
Linda Crivello Linda Crivello's Loring Ward Experience 2012 - 2013
Job Event and Marketing Coordinator, Mountain Bike Ride Leader, Patrol and Wilderness First Aid
Industry
Experience
Tahoe Rim Trail Association 2013 - Present
Specialized Women Sport Camp 2013 - Present
Marin Catholic High School 2010 - Present
Loring Ward 2012 - 2013
Greenwood School 2009 - 2011
Good Shepherd Lutheran School 2005 - 2010
Skills
Wilderness First Aid..., Cpr Certified, Consumer Product Testing, Public Speaking, Marketing, Event Planning, Event Management, Fundraising, Marketing Communications, Strategic Planning, Sales, Management, Leadership, Community Outreach, Public Relations
Education
California State University-Sacramento
Bachelor's Degree, Communication Studies, Public Relations - Concentrated Studies in Business Management
Carondelet High School
Tahoe Rim Trail Association 2013 - Present
Specialized Women Sport Camp 2013 - Present
Marin Catholic High School 2010 - Present
Loring Ward 2012 - 2013
Greenwood School 2009 - 2011
Good Shepherd Lutheran School 2005 - 2010
Skills
Wilderness First Aid..., Cpr Certified, Consumer Product Testing, Public Speaking, Marketing, Event Planning, Event Management, Fundraising, Marketing Communications, Strategic Planning, Sales, Management, Leadership, Community Outreach, Public Relations
Education
California State University-Sacramento
Bachelor's Degree, Communication Studies, Public Relations - Concentrated Studies in Business Management
Carondelet High School
Andrew Norell Andrew Norell's Loring Ward Experience June 2014 - Present
Job Advisor Relations Consultant at Loring Ward
Industry Financial Services
Experience
Loring Ward June 2014 - Present
CONCERT Wealth Management, Inc. March 2014 - June 2014
Concert Wealth Management, Inc. September 2012 - June 2014
CONCERT Global Group Ltd. October 2011 - May 2012
Santa Clara University June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Stata, Access, Research, Management
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BS), Economics
Loring Ward June 2014 - Present
CONCERT Wealth Management, Inc. March 2014 - June 2014
Concert Wealth Management, Inc. September 2012 - June 2014
CONCERT Global Group Ltd. October 2011 - May 2012
Santa Clara University June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Stata, Access, Research, Management
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BS), Economics
Ashley Pearce Ashley Pearce's Loring Ward Experience 2006 - May 2012
Job Experienced Executive Administrative Assistant
Industry Investment Management
Experience
AcademixDirect, Inc. November 2012 - August 2013
Loring Ward 2006 - May 2012
Nestlé Waters North America 2004 - 2005
VCA Johnson Animal Hospital 2003 - 2004
Skills
Office Equipment, Travel Arrangements, Microsoft Excel, Outlook, Spreadsheets, PowerPoint, Administrative..., Process Scheduler, Customer Service, Management, Training, Event Planning, Microsoft Office, Office Management, Sales, System Administration, Marketing, Time Management
Education
Tidewater Community College
AcademixDirect, Inc. November 2012 - August 2013
Loring Ward 2006 - May 2012
Nestlé Waters North America 2004 - 2005
VCA Johnson Animal Hospital 2003 - 2004
Skills
Office Equipment, Travel Arrangements, Microsoft Excel, Outlook, Spreadsheets, PowerPoint, Administrative..., Process Scheduler, Customer Service, Management, Training, Event Planning, Microsoft Office, Office Management, Sales, System Administration, Marketing, Time Management
Education
Tidewater Community College
Anthony Dinh Anthony Dinh's Loring Ward Experience January 2010 - April 2010
Job Senior Financial Analyst at EMC
Industry Computer & Network Security
Experience
EMC July 2015 - Present
EMC September 2014 - June 2015
EMC April 2013 - September 2014
EMC May 2012 - April 2013
Barracuda Networks July 2011 - May 2012
MC Advisors LLC April 2011 - May 2011
Bank of America Merrill Lynch January 2011 - March 2011
Santa Clara University September 2010 - March 2011
Santa Clara Initiative for Financial Innovation & Risk Management May 2010 - June 2010
Loring Ward January 2010 - April 2010
Skills
Financial Modeling, Corporate Finance, Analysis, Data Analysis, Forecasting, Leadership, Investments, Analytics, Strategic Financial..., Management, Market Research, Financial Analysis, Financial Reporting, Business Analysis, Business Planning, Microsoft Excel, Business Partner Support, Customer Service..., Professional Services, Revenue Recognition, Bookings
Education
Santa Clara University 2007 — 2011
Finance, Corporate Finance & Investments
Somerset High School
EMC July 2015 - Present
EMC September 2014 - June 2015
EMC April 2013 - September 2014
EMC May 2012 - April 2013
Barracuda Networks July 2011 - May 2012
MC Advisors LLC April 2011 - May 2011
Bank of America Merrill Lynch January 2011 - March 2011
Santa Clara University September 2010 - March 2011
Santa Clara Initiative for Financial Innovation & Risk Management May 2010 - June 2010
Loring Ward January 2010 - April 2010
Skills
Financial Modeling, Corporate Finance, Analysis, Data Analysis, Forecasting, Leadership, Investments, Analytics, Strategic Financial..., Management, Market Research, Financial Analysis, Financial Reporting, Business Analysis, Business Planning, Microsoft Excel, Business Partner Support, Customer Service..., Professional Services, Revenue Recognition, Bookings
Education
Santa Clara University 2007 — 2011
Finance, Corporate Finance & Investments
Somerset High School
Megan Long's Loring Ward Experience July 2014 - September 2014
Job Recruiting Coordinator at Square
Industry Human Resources
Experience
Square March 2015 - Present
Square (Contract through Premier Staffing) September 2014 - March 2015
Loring Ward July 2014 - September 2014
Snowriders International February 2014 - April 2014
Natural Capitalism Solutions June 2013 - August 2013
Green Greeks August 2012 - December 2012
American Eagle Outfitters May 2011 - August 2011
The Hopyard American Alehouse & Grill May 2011 - August 2011
CoPIRG January 2011 - May 2011
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Time Management, Teamwork, Social Media, Facebook, Research, Event Planning, Leadership, Retail, Marketing
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Science (BS), Environmental Studies
Syracuse University 2013 — 2013
Amador Valley High School 2006 — 2010
Square March 2015 - Present
Square (Contract through Premier Staffing) September 2014 - March 2015
Loring Ward July 2014 - September 2014
Snowriders International February 2014 - April 2014
Natural Capitalism Solutions June 2013 - August 2013
Green Greeks August 2012 - December 2012
American Eagle Outfitters May 2011 - August 2011
The Hopyard American Alehouse & Grill May 2011 - August 2011
CoPIRG January 2011 - May 2011
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Time Management, Teamwork, Social Media, Facebook, Research, Event Planning, Leadership, Retail, Marketing
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Science (BS), Environmental Studies
Syracuse University 2013 — 2013
Amador Valley High School 2006 — 2010
Weston Buck's Loring Ward Experience January 2012 - May 2013
Job Associate at BlackRock Control and Analytics
Industry Financial Services
Experience
BlackRock June 2013 - Present
Loring Ward January 2012 - May 2013
Franklin Templeton Investments October 2011 - January 2012
State Street Bank 2008 - November 2011
Boston Financial Data Services August 2005 - April 2009
AstraZeneca 2006 - 2006
Skills
Mutual Funds, Securities, Analysis, Investments, Financial Analysis, Asset Management, Bloomberg, Equities, Fixed Income, Financial Services, Asset Allocation, Risk Management, Financial Reporting, Alternative Investments, Investment Management, Access, Budgets, Fund Administration, Asset Managment, Fund Accounting, Financial Statements, Strategic Financial..., Compliance, AutoCAD, Autodesk Inventor, T-SQL, Microsoft SQL Server, SQL Server Management..., SQL, Python
Education
General Assembly 2015 — 2015
Data Science and Machine Learning
Baker University 2008 — 2010
MBA, Business
University of Kansas 2003 — 2007
BGS, Economics
General Assembly
BlackRock June 2013 - Present
Loring Ward January 2012 - May 2013
Franklin Templeton Investments October 2011 - January 2012
State Street Bank 2008 - November 2011
Boston Financial Data Services August 2005 - April 2009
AstraZeneca 2006 - 2006
Skills
Mutual Funds, Securities, Analysis, Investments, Financial Analysis, Asset Management, Bloomberg, Equities, Fixed Income, Financial Services, Asset Allocation, Risk Management, Financial Reporting, Alternative Investments, Investment Management, Access, Budgets, Fund Administration, Asset Managment, Fund Accounting, Financial Statements, Strategic Financial..., Compliance, AutoCAD, Autodesk Inventor, T-SQL, Microsoft SQL Server, SQL Server Management..., SQL, Python
Education
General Assembly 2015 — 2015
Data Science and Machine Learning
Baker University 2008 — 2010
MBA, Business
University of Kansas 2003 — 2007
BGS, Economics
General Assembly
Nemrud Paul's Loring Ward Experience Case ManagerGenentechSeptember 2014 - February 2015
Job Multicultural, customer service oriented operations manager with critical problem solving skills. Adapatable to change
Industry Business Supplies and Equipment
Experience
Loring Ward Case ManagerGenentechSeptember 2014 - February 2015
Groupware Technology September 2013 - September 2014
Costco Wholesale May 2004 - September 2013
Skills
Time Management, Management, Sales, Strategic Planning, Teamwork, Customer Service, Inventory Management, Microsoft Office, Microsoft Excel, Finance, Merchandising, PowerPoint, Pricing, Auditing, Retail, Microsoft Word, Outlook, Cash Flow, Forecasting, Customer Satisfaction, Access, Analysis, Leadership, Team Leadership
Education
San Jose State University 2002 — 2010
Bachelor of Science, Business Administration; Finance
Loring Ward Case ManagerGenentechSeptember 2014 - February 2015
Groupware Technology September 2013 - September 2014
Costco Wholesale May 2004 - September 2013
Skills
Time Management, Management, Sales, Strategic Planning, Teamwork, Customer Service, Inventory Management, Microsoft Office, Microsoft Excel, Finance, Merchandising, PowerPoint, Pricing, Auditing, Retail, Microsoft Word, Outlook, Cash Flow, Forecasting, Customer Satisfaction, Access, Analysis, Leadership, Team Leadership
Education
San Jose State University 2002 — 2010
Bachelor of Science, Business Administration; Finance
Paul Klingenberg | CPA Paul Klingenberg | CPA's Loring Ward Experience 2001 - 2004
Job Controller | VP Finance | Financial Reporting | Budgeting | | Open to New Opportunities | Open to Relocation
Industry Accounting
Experience
Kleinfelder 2006 - 2014
McIntosh, Sawran, Peltz & Cartaya, P.A. 2004 - 2006
Loring Ward 2001 - 2004
Rare Medium 2000 - 2001
Latham & Watkins 1987 - 2000
McFaddin Ventures 1984 - 1987
Howell Corporation 1982 - 1984
Skills
Financial Reporting, Financial Analysis, Variance Analysis, Financial Accounting, Budgets, Forecasting, Cash Management, Process Improvement, Acquisition Integration, Communication, Staff Development, Internal Control..., Financial Audits, Auditing, Month End Close, Procedure Creation, Policy Writing, SEC Financial Reporting, Microsoft Excel, ADP Payroll, Accounts Payable, Accounts Receivable, Client Billing, Expense Reports, Accounting, Timely Execution, Tax Return Workpapers, Assist CFO, Chart of Accounts, Microsoft Office, Software Conversions, Timekeeping, Banking Relationships, Board of Directors..., Finance, Cash Flow, Oracle, Deltek, Juris, Lawson General Ledger, QuickBooks, Internal Controls, Financial Statements, General Ledger, Account Reconciliation, Payroll
Education
Southern Illinois University, Carbondale
Bachelor's Degree, Accounting
Kleinfelder 2006 - 2014
McIntosh, Sawran, Peltz & Cartaya, P.A. 2004 - 2006
Loring Ward 2001 - 2004
Rare Medium 2000 - 2001
Latham & Watkins 1987 - 2000
McFaddin Ventures 1984 - 1987
Howell Corporation 1982 - 1984
Skills
Financial Reporting, Financial Analysis, Variance Analysis, Financial Accounting, Budgets, Forecasting, Cash Management, Process Improvement, Acquisition Integration, Communication, Staff Development, Internal Control..., Financial Audits, Auditing, Month End Close, Procedure Creation, Policy Writing, SEC Financial Reporting, Microsoft Excel, ADP Payroll, Accounts Payable, Accounts Receivable, Client Billing, Expense Reports, Accounting, Timely Execution, Tax Return Workpapers, Assist CFO, Chart of Accounts, Microsoft Office, Software Conversions, Timekeeping, Banking Relationships, Board of Directors..., Finance, Cash Flow, Oracle, Deltek, Juris, Lawson General Ledger, QuickBooks, Internal Controls, Financial Statements, General Ledger, Account Reconciliation, Payroll
Education
Southern Illinois University, Carbondale
Bachelor's Degree, Accounting
Christine Waldick, MBA's Loring Ward Experience May 2011 - March 2013
Job Senior Project Manager, Creative Marketing at NVIDIA
Industry Marketing and Advertising
Experience
NVIDIA July 2015 - Present
CatapultWorks March 2013 - July 2015
Loring Ward May 2011 - March 2013
Sciton October 2008 - December 2010
Reliant Technologies (now Solta Medical) April 2007 - October 2008
VNUS Medical Technologies (now Covidien) July 2005 - March 2007
AT&T March 1999 - June 2005
COCA-COLA USA March 1998 - March 1999
NATIONAL AMERICAN UNIVERSITY December 1996 - May 1997
Skills
Product Launch, Marketing Strategy, Lead Generation, Email Marketing, Marketing, Strategic Planning, Advertising, Product Marketing, Trade Shows, Management, Marketing Communications, Marketing Management, Event Management, Cross Channel Marketing, Medical Devices, Sales Operations, Account Management, Event Planning, Program Management, Leadership, Strategy
Education
Golden Gate University
MBA, Management
University of California, Santa Barbara 1991 — 1995
B.A., Psychology
NVIDIA July 2015 - Present
CatapultWorks March 2013 - July 2015
Loring Ward May 2011 - March 2013
Sciton October 2008 - December 2010
Reliant Technologies (now Solta Medical) April 2007 - October 2008
VNUS Medical Technologies (now Covidien) July 2005 - March 2007
AT&T March 1999 - June 2005
COCA-COLA USA March 1998 - March 1999
NATIONAL AMERICAN UNIVERSITY December 1996 - May 1997
Skills
Product Launch, Marketing Strategy, Lead Generation, Email Marketing, Marketing, Strategic Planning, Advertising, Product Marketing, Trade Shows, Management, Marketing Communications, Marketing Management, Event Management, Cross Channel Marketing, Medical Devices, Sales Operations, Account Management, Event Planning, Program Management, Leadership, Strategy
Education
Golden Gate University
MBA, Management
University of California, Santa Barbara 1991 — 1995
B.A., Psychology
Jayshil Parikh Jayshil Parikh's Loring Ward Experience September 2014 - Present
Job Advisor Relations Consultant at Loring Ward
Industry Investment Management
Experience
Loring Ward September 2014 - Present
MUFG Union Bank, N.A. July 2013 - September 2014
Citibank, N.A. August 2011 - June 2013
UC Santa Cruz January 2010 - June 2010
Skills
Portfolio Management, Investment Management, Money Guide Pro, Finance, Investments, Mutual Funds, Banking, Credit, Strategy, Customer Service, Sales, Management, Economics, Fundraising, Event Planning, Small Business Lending
Education
University of California, Santa Cruz 2010 — 2011
B.A., Business Management Economics (Finance & Accounting)
Loring Ward September 2014 - Present
MUFG Union Bank, N.A. July 2013 - September 2014
Citibank, N.A. August 2011 - June 2013
UC Santa Cruz January 2010 - June 2010
Skills
Portfolio Management, Investment Management, Money Guide Pro, Finance, Investments, Mutual Funds, Banking, Credit, Strategy, Customer Service, Sales, Management, Economics, Fundraising, Event Planning, Small Business Lending
Education
University of California, Santa Cruz 2010 — 2011
B.A., Business Management Economics (Finance & Accounting)
Taylor Sulser Taylor Sulser's Loring Ward Experience June 2010 - August 2010
Job Financial Analyst
Industry Financial Services
Experience
The BVA Group LLC September 2014 - Present
CenterPoint Energy June 2012 - September 2014
Morgan Stanley June 2011 - August 2011
Loring Ward June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Financial Analysis, Forecasting, Presentations, Strategic Financial..., Teamwork, Incentive Programs, Performance Reporting, Corporate Budgeting
Education
The University of Texas at Austin 2008 — 2012
Bachelor's Degree, Business Administration, Corporate Finance
The BVA Group LLC September 2014 - Present
CenterPoint Energy June 2012 - September 2014
Morgan Stanley June 2011 - August 2011
Loring Ward June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Financial Analysis, Forecasting, Presentations, Strategic Financial..., Teamwork, Incentive Programs, Performance Reporting, Corporate Budgeting
Education
The University of Texas at Austin 2008 — 2012
Bachelor's Degree, Business Administration, Corporate Finance
Emeralda Gomez's Loring Ward Experience June 2015 - Present
Job New Accounts Specialist at Loring Ward
Industry International Trade and Development
Experience
Loring Ward June 2015 - Present
SVCWireless January 2013 - Present
Loring Ward July 2014 - June 2015
Working Partnerships USA May 2014 - June 2014
Macy's February 2014 - May 2014
The River Church Community September 2012 - May 2014
Macy's August 2013 - January 2014
Spartan Shops September 2012 - April 2013
OuiYes Language Center February 2012 - July 2012
Spartan Shops August 2009 - December 2009
Skills
Team-oriented, Microsoft Office 2007, Spanish-speaking, Project Management, Google Docs, Highly detail oriented, English-Spanish, Facilitators, Social Networking, Customer Service, Communication, Organization, Hosting, Spanish Translation, Organizational..., Team Management, Facilitation, Microsoft Office, Teamwork, Spanish
Education
San Jose State University 2009 — 2013
Bachelor of Science (B.S.), International Business
Universidad de Burgos 2011 — 2012
Business Administration and Economics
Mare Island Technology Academy 2005 — 2009
Loring Ward June 2015 - Present
SVCWireless January 2013 - Present
Loring Ward July 2014 - June 2015
Working Partnerships USA May 2014 - June 2014
Macy's February 2014 - May 2014
The River Church Community September 2012 - May 2014
Macy's August 2013 - January 2014
Spartan Shops September 2012 - April 2013
OuiYes Language Center February 2012 - July 2012
Spartan Shops August 2009 - December 2009
Skills
Team-oriented, Microsoft Office 2007, Spanish-speaking, Project Management, Google Docs, Highly detail oriented, English-Spanish, Facilitators, Social Networking, Customer Service, Communication, Organization, Hosting, Spanish Translation, Organizational..., Team Management, Facilitation, Microsoft Office, Teamwork, Spanish
Education
San Jose State University 2009 — 2013
Bachelor of Science (B.S.), International Business
Universidad de Burgos 2011 — 2012
Business Administration and Economics
Mare Island Technology Academy 2005 — 2009
Maria Rosali Maria Rosali's Loring Ward Experience 2005 - 2006
Job Associate at Greenwich Investment Management
Industry Investment Management
Experience
Greenwich Investment Management July 2015 - Present
Greenwich Investment Management July 2015 - Present
Taplin Canida & Habacht September 2013 - October 2014
Williams Jones & Associates January 2008 - August 2013
Williams, Jones & Associates LLC 2008 - 2013
Loring Ward 2005 - 2006
Skills
Advent Axys, Advent APX, Reconciliation, Checkfree Security APL-..., Portia, Rex, Bloomberg, Factset, Equities, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Investment Operations, Mutual Funds, Corporate Actions, Separately Managed..., Managed Accounts, Dividends, Investments
Education
Borough of Manhattan Community College
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Grace Dodge Vocational
Secretarial
Greenwich Investment Management July 2015 - Present
Greenwich Investment Management July 2015 - Present
Taplin Canida & Habacht September 2013 - October 2014
Williams Jones & Associates January 2008 - August 2013
Williams, Jones & Associates LLC 2008 - 2013
Loring Ward 2005 - 2006
Skills
Advent Axys, Advent APX, Reconciliation, Checkfree Security APL-..., Portia, Rex, Bloomberg, Factset, Equities, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Investment Operations, Mutual Funds, Corporate Actions, Separately Managed..., Managed Accounts, Dividends, Investments
Education
Borough of Manhattan Community College
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Grace Dodge Vocational
Secretarial
Emily Kellogg-Smith Emily Kellogg-Smith's Loring Ward Experience September 2014 - February 2015
Job Management Consulting Analyst at Accenture
Industry Management Consulting
Experience
Accenture July 2015 - Present
Loring Ward September 2014 - February 2015
Maxim Integrated June 2014 - September 2014
Santa Clara University, Law School March 2013 - June 2014
Chez Marie, Inc. June 2013 - August 2013
Nordstrom July 2012 - July 2012
Montaland McGrath Chiropractic Office September 2010 - February 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, English, HTML, Windows, Time Management, Social Networking, Sales, Facebook
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Accenture July 2015 - Present
Loring Ward September 2014 - February 2015
Maxim Integrated June 2014 - September 2014
Santa Clara University, Law School March 2013 - June 2014
Chez Marie, Inc. June 2013 - August 2013
Nordstrom July 2012 - July 2012
Montaland McGrath Chiropractic Office September 2010 - February 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, English, HTML, Windows, Time Management, Social Networking, Sales, Facebook
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Alan Werba Alan Werba's Loring Ward Experience January 2009 - Present
Job Chairman at Loring Ward
Industry Investment Management
Experience
Loring Ward January 2009 - Present
Werba Rubin Wealth Management, LLC July 1996 - Present
Reinhardt Werba Bowen January 1980 - June 1996
Skills
Asset Management, Asset Allocation, Investment Advisory, Wealth Management, Investment Management, Portfolio Management, Mutual Funds, Investment Strategies, Series 7, Strategic Financial..., Securities, Retirement Planning, Financial Advisory, Estate Planning, Wealth Management..., Tax Preparation, Tax Planning
Education
Loyola College in Maryland 1972 — 1973
No degree, One year of Accounting classes
University of Virginia 1966 — 1970
Bachelor of Science (BS), Business Management
Loring Ward January 2009 - Present
Werba Rubin Wealth Management, LLC July 1996 - Present
Reinhardt Werba Bowen January 1980 - June 1996
Skills
Asset Management, Asset Allocation, Investment Advisory, Wealth Management, Investment Management, Portfolio Management, Mutual Funds, Investment Strategies, Series 7, Strategic Financial..., Securities, Retirement Planning, Financial Advisory, Estate Planning, Wealth Management..., Tax Preparation, Tax Planning
Education
Loyola College in Maryland 1972 — 1973
No degree, One year of Accounting classes
University of Virginia 1966 — 1970
Bachelor of Science (BS), Business Management
Brooke Rudas, CPA Brooke Rudas, CPA's Loring Ward Experience July 2010 - March 2013
Job Accounting Manager at Base CRM
Industry Internet
Experience
Base CRM March 2015 - Present
Base CRM September 2014 - March 2015
Intermolecular April 2013 - September 2014
Loring Ward July 2010 - March 2013
Epocrates February 2010 - July 2010
Education
University of Arizona 2005 — 2009
Bachelor of Science (BS), Accounting and Business/Management
Base CRM March 2015 - Present
Base CRM September 2014 - March 2015
Intermolecular April 2013 - September 2014
Loring Ward July 2010 - March 2013
Epocrates February 2010 - July 2010
Education
University of Arizona 2005 — 2009
Bachelor of Science (BS), Accounting and Business/Management
Barry Jenkins Barry Jenkins's Loring Ward Experience August 2009 - May 2011
Job Investment Advisor/Wealth Manager
Industry Financial Services
Experience
Ashworth and Empey Financial, LLC August 2012 - Present
CEG Worldwide LLC June 2011 - July 2012
Loring Ward August 2009 - May 2011
Pacific Life April 2008 - April 2009
Loring Ward September 2001 - March 2009
Skills
Asset Allocation, Investment Advisory, Series 7, Mutual Funds, Series 63, Wealth Management, Asset Management, Portfolio Management, Investment Strategies, Retirement Planning, Investments, Financial Advisory, Wealth Management..., Strategic Financial..., Retirement, Alternative Investments, Relationship Management, Public Speaking, Investment Management, Series 24, ETFs, FINRA, Series 65, 401k, Equities, Financial Services, Life Insurance
Education
Brigham Young University 1977 — 1984
B.S., Finance
Ashworth and Empey Financial, LLC August 2012 - Present
CEG Worldwide LLC June 2011 - July 2012
Loring Ward August 2009 - May 2011
Pacific Life April 2008 - April 2009
Loring Ward September 2001 - March 2009
Skills
Asset Allocation, Investment Advisory, Series 7, Mutual Funds, Series 63, Wealth Management, Asset Management, Portfolio Management, Investment Strategies, Retirement Planning, Investments, Financial Advisory, Wealth Management..., Strategic Financial..., Retirement, Alternative Investments, Relationship Management, Public Speaking, Investment Management, Series 24, ETFs, FINRA, Series 65, 401k, Equities, Financial Services, Life Insurance
Education
Brigham Young University 1977 — 1984
B.S., Finance
Mitchell Hong Mitchell Hong's Loring Ward Experience 2013 - February 2015
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Loring Ward 2013 - February 2015
Zazzle.com 2010 - 2012
Electronic Arts 2009 - 2010
Skills
Microsoft Excel, JavaScript, Customer Service, MySQL, HTML, Microsoft Office, C++, Java, PHP
Education
UC Berkeley
Loring Ward 2013 - February 2015
Zazzle.com 2010 - 2012
Electronic Arts 2009 - 2010
Skills
Microsoft Excel, JavaScript, Customer Service, MySQL, HTML, Microsoft Office, C++, Java, PHP
Education
UC Berkeley
Danielle Caruso's Loring Ward Experience May 2015 - Present
Job Executive Assistant to CMO and EVP, Advisor Relations at Loring Ward
Industry Financial Services
Experience
Loring Ward May 2015 - Present
Fremont Chrysler Dodge Jeep Ram July 2012 - April 2015
Au Pair September 2011 - May 2012
Bank of America January 2011 - August 2011
Skills
Customer Service, Customer Retention, Administrative..., Event Planning, Employee Training, Calendar Planning, Phone Etiquette, Customer Satisfaction, Computer Proficiency, Microsoft Excel, Process Improvement, Process Management, Confidentiality, Report Writing, CRM, Sales, Training
Education
Sonoma State University 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Loring Ward May 2015 - Present
Fremont Chrysler Dodge Jeep Ram July 2012 - April 2015
Au Pair September 2011 - May 2012
Bank of America January 2011 - August 2011
Skills
Customer Service, Customer Retention, Administrative..., Event Planning, Employee Training, Calendar Planning, Phone Etiquette, Customer Satisfaction, Computer Proficiency, Microsoft Excel, Process Improvement, Process Management, Confidentiality, Report Writing, CRM, Sales, Training
Education
Sonoma State University 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Howard Lam Howard Lam's Loring Ward Experience June 2006 - September 2008
Job Vice President
Industry Investment Management
Experience
AIG Investments September 2009 - Present
AIG Investments September 2008 - September 2009
Loring Ward June 2006 - September 2008
Credit Suisse April 2004 - June 2006
Ernst & Young April 1999 - April 2004
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2012
M.S., Accounting
Rutgers University-New Brunswick 1992 — 1997
B.A, Economics
Egg Harbor Township High School 1989 — 1992
Absegami High School 1988 — 1989
AIG Investments September 2009 - Present
AIG Investments September 2008 - September 2009
Loring Ward June 2006 - September 2008
Credit Suisse April 2004 - June 2006
Ernst & Young April 1999 - April 2004
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2012
M.S., Accounting
Rutgers University-New Brunswick 1992 — 1997
B.A, Economics
Egg Harbor Township High School 1989 — 1992
Absegami High School 1988 — 1989
Seth Josephson's Loring Ward Experience June 2014 - August 2014
Job Intern at Annapurna Pictures
Industry Entertainment
Experience
Annapurna Pictures September 2015 - Present
Baer Bones CBS September 2015 - Present
SGJ Productions August 2014 - Present
The Loner Productions LLC May 2015 - July 2015
Loring Ward June 2014 - August 2014
Chapman University June 2013 - June 2014
ABC Television August 2012 - August 2012
Compas Artswork June 2011 - August 2012
Skills
Producing, Photoshop, Storyboarding, Animation, Sketching, Painting, Event Planning, Acting, Social Media, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Facebook, Microsoft Office, Microsoft Excel, SketchUp, Sword Fighting, Video Editing, Film, Editing, Photography
Education
Chapman University 2011 — 2015
Bachelor of Fine Arts (BFA), Creative Producing with a Minor in Studio Art, Presidential Scholar
Annapurna Pictures September 2015 - Present
Baer Bones CBS September 2015 - Present
SGJ Productions August 2014 - Present
The Loner Productions LLC May 2015 - July 2015
Loring Ward June 2014 - August 2014
Chapman University June 2013 - June 2014
ABC Television August 2012 - August 2012
Compas Artswork June 2011 - August 2012
Skills
Producing, Photoshop, Storyboarding, Animation, Sketching, Painting, Event Planning, Acting, Social Media, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Facebook, Microsoft Office, Microsoft Excel, SketchUp, Sword Fighting, Video Editing, Film, Editing, Photography
Education
Chapman University 2011 — 2015
Bachelor of Fine Arts (BFA), Creative Producing with a Minor in Studio Art, Presidential Scholar
Mãziar Moezzi Mãziar Moezzi's Loring Ward Experience July 2010 - February 2015
Job Senior IT Support Engineer at Hitachi Data Systems
Industry Information Technology and Services
Experience
Hitachi Data Systems February 2015 - Present
EvovIT Consulting... January 2000 - Present
Loring Ward July 2010 - February 2015
PGP / Symantec Corporation February 2010 - July 2010
VMware, Inc. January 2007 - February 2010
Associated Students - Computer Services Center, SJSU January 2004 - December 2006
Associated Students -Computer Service Center, SJSU December 1999 - December 2003
SJSU, Housing Services April 1998 - April 1999
Skills
Virtualization, System Administration, Security, IT Strategy, IT Operations, Customer Service, Management, DNS, Networking, VMware, Vendor Management, TCP/IP, Cloud Computing, VPN, VMware ESX, Active Directory, Process Improvement, Supervisory Skills, VMware Workstation, Linux, Servers, Operations Management, Analysis, Troubleshooting, Microsoft Office, Cisco Technologies, Integration, SharePoint, DHCP, Leadership, Enterprise Software, Problem Solving, Escalation, Accountability, VoIP, Microsoft Exchange, Network Security, Windows, System Deployment, Firewalls, Blackberry Enterprise..., VMware Infrastructure, VMware vSphere, Change Management, Service Delivery, Infrastructure
Education
Global Knowledge
Certificate Of Completion, CompTIA Network +
VMware
Virtual Infrastructure Vsphere 4, Certificate of Completion
Quick Start Intelligence
Certificate of Achievement, Windows 2003 Active Directory, Infrastructure
VMWare
Certificate of Completion, Virtual Infrastructure 3
San Jose State University
MIS
University of California, Davis
CompE, Minor - Mathematics
Hitachi Data Systems February 2015 - Present
EvovIT Consulting... January 2000 - Present
Loring Ward July 2010 - February 2015
PGP / Symantec Corporation February 2010 - July 2010
VMware, Inc. January 2007 - February 2010
Associated Students - Computer Services Center, SJSU January 2004 - December 2006
Associated Students -Computer Service Center, SJSU December 1999 - December 2003
SJSU, Housing Services April 1998 - April 1999
Skills
Virtualization, System Administration, Security, IT Strategy, IT Operations, Customer Service, Management, DNS, Networking, VMware, Vendor Management, TCP/IP, Cloud Computing, VPN, VMware ESX, Active Directory, Process Improvement, Supervisory Skills, VMware Workstation, Linux, Servers, Operations Management, Analysis, Troubleshooting, Microsoft Office, Cisco Technologies, Integration, SharePoint, DHCP, Leadership, Enterprise Software, Problem Solving, Escalation, Accountability, VoIP, Microsoft Exchange, Network Security, Windows, System Deployment, Firewalls, Blackberry Enterprise..., VMware Infrastructure, VMware vSphere, Change Management, Service Delivery, Infrastructure
Education
Global Knowledge
Certificate Of Completion, CompTIA Network +
VMware
Virtual Infrastructure Vsphere 4, Certificate of Completion
Quick Start Intelligence
Certificate of Achievement, Windows 2003 Active Directory, Infrastructure
VMWare
Certificate of Completion, Virtual Infrastructure 3
San Jose State University
MIS
University of California, Davis
CompE, Minor - Mathematics
Jennifer Fromm Jennifer Fromm's Loring Ward Experience August 2000 - September 2004
Job Senior Counsel at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners December 2007 - Present
Dimensional Fund Advisors August 2005 - November 2007
SA Funds - Investment Trust August 2000 - February 2005
Loring Ward August 2000 - September 2004
Skills
Investment Company Act, Investment Advisers Act, Regulatory Compliance, Corporate Law, Contract Law, Securities Regulation, SEC, Mutual Funds, Alternative Investments, Broker-Dealer Compliance, Fund Administration, Corporate Governance, Securities, Asset Management, Cross-border..., Foreign Investment, Investments
Education
Georgetown University Law Center 1995 — 1998
Doctor of Law (JD)
University of California, Los Angeles 1993 — 1995
Bachelor of Arts (B.A.), History
University of California, Berkeley 1991 — 1993
Virtus Investment Partners December 2007 - Present
Dimensional Fund Advisors August 2005 - November 2007
SA Funds - Investment Trust August 2000 - February 2005
Loring Ward August 2000 - September 2004
Skills
Investment Company Act, Investment Advisers Act, Regulatory Compliance, Corporate Law, Contract Law, Securities Regulation, SEC, Mutual Funds, Alternative Investments, Broker-Dealer Compliance, Fund Administration, Corporate Governance, Securities, Asset Management, Cross-border..., Foreign Investment, Investments
Education
Georgetown University Law Center 1995 — 1998
Doctor of Law (JD)
University of California, Los Angeles 1993 — 1995
Bachelor of Arts (B.A.), History
University of California, Berkeley 1991 — 1993
Debbie Pollack's Loring Ward Experience January 2005 - June 2005
Job Actor / Teacher / Inn Keeper
Industry Entertainment
Experience
Getting On on HBO July 2014 - Present
Digital Repertory Theater Company June 2014 - Present
ACTOR BUSINESS BASICS January 2013 - Present
American Academy of Dramatic Arts February 2014 - Present
Various Studios June 1976 - Present
Thomas Lavin September 2013 - December 2013
Loring Ward January 2005 - June 2005
U.S. Trust Company November 1999 - November 2004
American Cancer Society June 1996 - November 1999
Skills
Asset Managment, Feature Films, Entertainment, Television, Strategic Planning, Comedy, Relationship Management, Film, Acting, Public Speaking, Marketing, Film Production, New Business Development, Business Strategy, Asset Allocation, Mortgage Lending, Commercial Lending, Event Management, Fundraising, Social Media Marketing, Short Films, Commercials, Directing, Management, Independent Film, Asset Management, Investments, Casting, Drama, Video Production, Finance, Sales
Education
Carnegie Mellon University 2010 — 2015
Music Theater
UCLA
BA, Theater Film and Television
Getting On on HBO July 2014 - Present
Digital Repertory Theater Company June 2014 - Present
ACTOR BUSINESS BASICS January 2013 - Present
American Academy of Dramatic Arts February 2014 - Present
Various Studios June 1976 - Present
Thomas Lavin September 2013 - December 2013
Loring Ward January 2005 - June 2005
U.S. Trust Company November 1999 - November 2004
American Cancer Society June 1996 - November 1999
Skills
Asset Managment, Feature Films, Entertainment, Television, Strategic Planning, Comedy, Relationship Management, Film, Acting, Public Speaking, Marketing, Film Production, New Business Development, Business Strategy, Asset Allocation, Mortgage Lending, Commercial Lending, Event Management, Fundraising, Social Media Marketing, Short Films, Commercials, Directing, Management, Independent Film, Asset Management, Investments, Casting, Drama, Video Production, Finance, Sales
Education
Carnegie Mellon University 2010 — 2015
Music Theater
UCLA
BA, Theater Film and Television
Laurie Nardone, CFP®'s Loring Ward Experience October 1997 - April 2000
Job Principal at Shira Ridge Wealth Management
Industry Financial Services
Experience
Shira Ridge Wealth Management May 2015 - Present
Shira Ridge Wealth Management January 2000 - Present
Genworth Financial Wealth Management April 2000 - September 2012
FPASF 2005 - 2010
Loring Ward October 1997 - April 2000
PLM Securities June 1994 - October 1996
Phoenix American 1988 - 1994
Phoenix American October 1979 - June 1988
Skills
Investment Management, Personal Financial..., Long-term Care, Investments, Strategic Financial..., Financial Education, Financial Advisory, Securities, Licensed Life Insurance..., Insurance, Finance, Investment Advisory, Retirement Planning, FINRA, Mutual Funds, Marketing, Strategy, Alternative Investments
Education
Stetson University 1973 — 1977
Bachelor of Science, Accounting
Shira Ridge Wealth Management May 2015 - Present
Shira Ridge Wealth Management January 2000 - Present
Genworth Financial Wealth Management April 2000 - September 2012
FPASF 2005 - 2010
Loring Ward October 1997 - April 2000
PLM Securities June 1994 - October 1996
Phoenix American 1988 - 1994
Phoenix American October 1979 - June 1988
Skills
Investment Management, Personal Financial..., Long-term Care, Investments, Strategic Financial..., Financial Education, Financial Advisory, Securities, Licensed Life Insurance..., Insurance, Finance, Investment Advisory, Retirement Planning, FINRA, Mutual Funds, Marketing, Strategy, Alternative Investments
Education
Stetson University 1973 — 1977
Bachelor of Science, Accounting
Noah Howard Noah Howard's Loring Ward Experience September 2015 - Present
Job Regional Director at Loring Ward
Industry Financial Services
Experience
Loring Ward September 2015 - Present
Curian Capital November 2007 - September 2015
Curian Capital November 2007 - April 2010
Big Brothers Big Sisters of Colorado January 2009 - March 2010
Skills
Investments, Series 7, Financial Advisory, Mutual Funds, Series 63, Retirement Planning, Asset Management, Wealth Management, Series 6, Securities, Separately Managed..., Retirement, 401k, Asset Managment, Asset Allocation, Fixed Annuities, Investment Advisory, Portfolio Management, Alternative Investments, Financial Services, Insurance, Life Insurance, Public Speaking, B2B, Estate Planning, Financial Planning, Financial Analysis, Strategic Financial..., Uniform Combined State..., Fixed Income, FINRA, Selling, Variable Annuities, Investment Management, Equities, Relationship Management, Series 65, Wealth, Financial Markets, ETFs, IRAs, Investment Strategies, Series 24, Sales, Consultative Selling, Bonds
Education
University of Colorado at Boulder 2001 — 2005
Bachelors, Political Science and Economics
Loring Ward September 2015 - Present
Curian Capital November 2007 - September 2015
Curian Capital November 2007 - April 2010
Big Brothers Big Sisters of Colorado January 2009 - March 2010
Skills
Investments, Series 7, Financial Advisory, Mutual Funds, Series 63, Retirement Planning, Asset Management, Wealth Management, Series 6, Securities, Separately Managed..., Retirement, 401k, Asset Managment, Asset Allocation, Fixed Annuities, Investment Advisory, Portfolio Management, Alternative Investments, Financial Services, Insurance, Life Insurance, Public Speaking, B2B, Estate Planning, Financial Planning, Financial Analysis, Strategic Financial..., Uniform Combined State..., Fixed Income, FINRA, Selling, Variable Annuities, Investment Management, Equities, Relationship Management, Series 65, Wealth, Financial Markets, ETFs, IRAs, Investment Strategies, Series 24, Sales, Consultative Selling, Bonds
Education
University of Colorado at Boulder 2001 — 2005
Bachelors, Political Science and Economics
Darrell Andrew De Leoz, CWS®, CRPC®, AAMS® Darrell Andrew De Leoz, CWS®, CRPC®, AAMS®'s Loring Ward Experience April 2015 - Present
Job Account Manager at Loring Ward
Industry Financial Services
Experience
Loring Ward April 2015 - Present
National Planning Corporation (NPC) August 2013 - April 2015
Merrill Edge August 2012 - July 2013
USAA September 2006 - August 2012
US Army - California Army National Guard September 2004 - April 2008
Vanguard September 2005 - September 2006
US Army - Active Duty September 1998 - September 2002
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Retirement Planning, Financial Advisory, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Asset Allocation, Team Building, Financial Planning, Risk Management, Management, Securities, Strategic Financial..., Government, Security Clearance, Investment Advisory, Broker-Dealer Operations, Broker-Dealer Compliance
Education
College for Financial Planning
MA, Finance
University of California, Davis
BA, Political Science/Economics
Loring Ward April 2015 - Present
National Planning Corporation (NPC) August 2013 - April 2015
Merrill Edge August 2012 - July 2013
USAA September 2006 - August 2012
US Army - California Army National Guard September 2004 - April 2008
Vanguard September 2005 - September 2006
US Army - Active Duty September 1998 - September 2002
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Retirement Planning, Financial Advisory, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Asset Allocation, Team Building, Financial Planning, Risk Management, Management, Securities, Strategic Financial..., Government, Security Clearance, Investment Advisory, Broker-Dealer Operations, Broker-Dealer Compliance
Education
College for Financial Planning
MA, Finance
University of California, Davis
BA, Political Science/Economics
Nicole Newlin's Loring Ward Experience 2005 - 2010
Job Practice Management Consultant
Industry Financial Services
Experience
Pathfinder Strategic Solutions 2011 - Present
Business Success Partner for Financial Planning Association (FPA) 2015 - Present
Symmetry Partners 2010 - October 2011
Loring Ward 2005 - 2010
Wachovia Securities 2000 - 2005
Skills
Business Process..., Strategic Planning, Project Management, Training, Organizational..., Strategic Financial..., Process Improvement, Team Building, Banking, Team Leadership, Risk Management, Financial Services, Change Management, Leadership
Education
Virginia Commonwealth University 1996 — 1998
MT
Randolph-Macon College 1990 — 1994
BA, Classical
NYU
Pathfinder Strategic Solutions 2011 - Present
Business Success Partner for Financial Planning Association (FPA) 2015 - Present
Symmetry Partners 2010 - October 2011
Loring Ward 2005 - 2010
Wachovia Securities 2000 - 2005
Skills
Business Process..., Strategic Planning, Project Management, Training, Organizational..., Strategic Financial..., Process Improvement, Team Building, Banking, Team Leadership, Risk Management, Financial Services, Change Management, Leadership
Education
Virginia Commonwealth University 1996 — 1998
MT
Randolph-Macon College 1990 — 1994
BA, Classical
NYU
Theron Schaub's Loring Ward Experience September 2015 - Present
Job Sr. Manager of Strategic Relations at Loring Ward
Industry Financial Services
Experience
Loring Ward September 2015 - Present
Loring Ward February 2014 - Present
Loring Ward June 2011 - Present
Wells Fargo Bank November 2008 - May 2011
Alain Pinel Realtors December 2007 - December 2008
Amazing Magic January 2003 - June 2006
Skills
Investment Banking, Real Estate, Public Speaking, Series 7, Investments, Wealth Management, Portfolio Management, Banking, Asset Managment, Insurance, Retirement Planning, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Strategic Financial..., Credit, Finance, Relationship Management, Entrepreneurship, Series 63, 401k, Investment Strategies, Financial Services, Retirement, ETFs, Wealth Management..., Asset Management, Financial Planning
Education
University of California Extension, Santa Cruz 2012 — 2014
Certificate Program in Personal Financial Planning, Financial Planning and Services
Arizona State University 2001 — 2006
Business, Management
Saratoga High School
Loring Ward September 2015 - Present
Loring Ward February 2014 - Present
Loring Ward June 2011 - Present
Wells Fargo Bank November 2008 - May 2011
Alain Pinel Realtors December 2007 - December 2008
Amazing Magic January 2003 - June 2006
Skills
Investment Banking, Real Estate, Public Speaking, Series 7, Investments, Wealth Management, Portfolio Management, Banking, Asset Managment, Insurance, Retirement Planning, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Strategic Financial..., Credit, Finance, Relationship Management, Entrepreneurship, Series 63, 401k, Investment Strategies, Financial Services, Retirement, ETFs, Wealth Management..., Asset Management, Financial Planning
Education
University of California Extension, Santa Cruz 2012 — 2014
Certificate Program in Personal Financial Planning, Financial Planning and Services
Arizona State University 2001 — 2006
Business, Management
Saratoga High School
Cody Freeman, CPA, MBA Cody Freeman, CPA, MBA's Loring Ward Experience July 2014 - Present
Job Senior Accountant at Loring Ward
Industry Accounting
Experience
Loring Ward July 2014 - Present
Loring Ward April 2013 - July 2014
Jan Marini Skin Research September 2010 - April 2013
Lippe, Hellie, Hoffer & Allison, LLP September 2008 - May 2009
Whole Foods Market June 2007 - September 2008
Whole Foods Market June 2005 - June 2007
Whole Foods Market January 2005 - June 2005
Whole Foods Market August 2003 - January 2005
Skills
Accounts Payable, Accounting, Account Reconciliation, Auditing, Financial Reporting, Cash Flow, Sarbanes-Oxley Act, Tax, Internal Controls, Cash Flow Forecasting, GAAP, Analysis, Microsoft Office, PowerPoint, Budgeting
Education
California Lutheran University 2009 — 2011
Masters, Business Administration
California Lutheran University 2007 — 2009
B.S., Accounting
Loring Ward July 2014 - Present
Loring Ward April 2013 - July 2014
Jan Marini Skin Research September 2010 - April 2013
Lippe, Hellie, Hoffer & Allison, LLP September 2008 - May 2009
Whole Foods Market June 2007 - September 2008
Whole Foods Market June 2005 - June 2007
Whole Foods Market January 2005 - June 2005
Whole Foods Market August 2003 - January 2005
Skills
Accounts Payable, Accounting, Account Reconciliation, Auditing, Financial Reporting, Cash Flow, Sarbanes-Oxley Act, Tax, Internal Controls, Cash Flow Forecasting, GAAP, Analysis, Microsoft Office, PowerPoint, Budgeting
Education
California Lutheran University 2009 — 2011
Masters, Business Administration
California Lutheran University 2007 — 2009
B.S., Accounting
Frank Paré, CFP® Frank Paré, CFP®'s Loring Ward Experience January 2001 - January 2006
Job Member of the Board at Financial Planning Association
Industry Financial Services
Experience
PF Wealth Management Group, LLC April 2006 - Present
Financial Planning Association January 2014 - Present
UC Berkeley August 2011 - Present
Loring Ward January 2001 - January 2006
Charles Schwab & Co, Inc. September 1990 - October 1996
Education
Golden Gate University 1998 — 2000
MBA, Management
San Francisco State University
B.A., International Relations
University of California, Berkeley
Financial Planning
PF Wealth Management Group, LLC April 2006 - Present
Financial Planning Association January 2014 - Present
UC Berkeley August 2011 - Present
Loring Ward January 2001 - January 2006
Charles Schwab & Co, Inc. September 1990 - October 1996
Education
Golden Gate University 1998 — 2000
MBA, Management
San Francisco State University
B.A., International Relations
University of California, Berkeley
Financial Planning
Bobby Fatemi Bobby Fatemi's Loring Ward Experience September 2012 - January 2013
Job Senior Analyst at Analysis Group
Industry Management Consulting
Experience
Analysis Group December 2014 - Present
Analysis Group August 2013 - December 2014
Loring Ward September 2012 - January 2013
Santa Clara University June 2012 - September 2012
Santa Clara University June 2012 - September 2012
PredPol, Inc. June 2012 - September 2012
The Office of Congresswoman Jackie Speier November 2009 - January 2010
Education
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Finance, 3.95
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Mathematics, 3.79
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Computer Science, 3.79
Analysis Group December 2014 - Present
Analysis Group August 2013 - December 2014
Loring Ward September 2012 - January 2013
Santa Clara University June 2012 - September 2012
Santa Clara University June 2012 - September 2012
PredPol, Inc. June 2012 - September 2012
The Office of Congresswoman Jackie Speier November 2009 - January 2010
Education
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Finance, 3.95
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Mathematics, 3.79
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Computer Science, 3.79
John C. DeChellis John C. DeChellis's Loring Ward Experience June 2008 - August 2008
Job MBA Candidate at Chicago Booth
Industry Venture Capital & Private Equity
Experience
Kinsale Capital Partners, LLC February 2015 - Present
Strategy& (Formerly Booz & Company) March 2013 - June 2014
Booz & Company June 2011 - March 2013
Epic Media Group June 2010 - June 2011
Online Intelligence (subsidiary of Epic Media Group) May 2008 - June 2010
Columbia University December 2007 - May 2010
Loring Ward June 2008 - August 2008
Skills
Strategic Planning, Competitive Analysis, Consulting, Management Consulting, Business Strategy, Financial Modeling, Business Analysis, Due Diligence, Strategic Consulting
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Strategic Management, Finance, Entrepreneurship
Columbia University in the City of New York 2006 — 2010
BA, East Asian Studies
Peking University
Columbia Summer Language Program in Beijing
Saint Edward's School
Kinsale Capital Partners, LLC February 2015 - Present
Strategy& (Formerly Booz & Company) March 2013 - June 2014
Booz & Company June 2011 - March 2013
Epic Media Group June 2010 - June 2011
Online Intelligence (subsidiary of Epic Media Group) May 2008 - June 2010
Columbia University December 2007 - May 2010
Loring Ward June 2008 - August 2008
Skills
Strategic Planning, Competitive Analysis, Consulting, Management Consulting, Business Strategy, Financial Modeling, Business Analysis, Due Diligence, Strategic Consulting
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Strategic Management, Finance, Entrepreneurship
Columbia University in the City of New York 2006 — 2010
BA, East Asian Studies
Peking University
Columbia Summer Language Program in Beijing
Saint Edward's School
Kelly Jones Kelly Jones's Loring Ward Experience June 2005 - June 2007
Job Senior Vice President, Head of Marketing at Lenox Advisors
Industry Marketing and Advertising
Experience
Lenox Advisors August 2014 - Present
UBS Wealth Management August 2007 - July 2014
Loring Ward June 2005 - June 2007
Atlantic Trust Private Wealth Management September 2000 - June 2005
Scudder Kemper Investments September 1997 - September 2000
Skills
Wealth Management, Marketing Strategy, Sales & Marketing..., Strategic Communications, Strategic Planning, Business Development, Relationship Management, Investor Relations, Internal Communications, Series 6, Series 63, Series 7, Series 24, Strategy, Mutual Funds, Portfolio Management, Financial Services, Cross-functional Team..., Marketing, Financial Analysis, Investments, Digital Marketing, Leadership, Public Relations, Marketing Communications, Corporate Communications, Segmentation
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Finance and International Business
Lenox Advisors August 2014 - Present
UBS Wealth Management August 2007 - July 2014
Loring Ward June 2005 - June 2007
Atlantic Trust Private Wealth Management September 2000 - June 2005
Scudder Kemper Investments September 1997 - September 2000
Skills
Wealth Management, Marketing Strategy, Sales & Marketing..., Strategic Communications, Strategic Planning, Business Development, Relationship Management, Investor Relations, Internal Communications, Series 6, Series 63, Series 7, Series 24, Strategy, Mutual Funds, Portfolio Management, Financial Services, Cross-functional Team..., Marketing, Financial Analysis, Investments, Digital Marketing, Leadership, Public Relations, Marketing Communications, Corporate Communications, Segmentation
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Finance and International Business
Nick Dulleck Nick Dulleck's Loring Ward Experience October 2011 - Present
Job Cash Management Specialist, Advisor Services at Loring Ward
Industry Financial Services
Experience
Loring Ward October 2011 - Present
Niemann Capital Management September 2008 - September 2011
Miceli Financial Partners and MassMutual July 2006 - June 2008
Skills
Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Management, Financial Advisory, Financial Services, Asset Allocation, Securities, Wealth Management, Series 7, Series 63, Retirement Planning, Retirement, Finance
Education
Santa Clara University 2002 — 2006
Business Management, Business Management
Loring Ward October 2011 - Present
Niemann Capital Management September 2008 - September 2011
Miceli Financial Partners and MassMutual July 2006 - June 2008
Skills
Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Management, Financial Advisory, Financial Services, Asset Allocation, Securities, Wealth Management, Series 7, Series 63, Retirement Planning, Retirement, Finance
Education
Santa Clara University 2002 — 2006
Business Management, Business Management
John Schmick John Schmick's Loring Ward Experience May 2011 - December 2011
Job Regional DirectorTS Capital LLC (New York, Boston)
Industry Financial Services
Experience
TS Capital, LLC July 2015 - Present
Strategic Capital Alternatives LLC March 2014 - Present
JP Schmick Company March 2009 - March 2014
Monea Investments, LLC May 2013 - February 2014
Madison Park Capital Partners, LLC July 2012 - April 2013
Loring Ward May 2011 - December 2011
Triad Wealth Stewardship LLC June 2010 - April 2011
Russell Investments October 2001 - December 2008
Russell Investment Group March 2000 - October 2001
Accessor Capital Management February 1998 - December 1998
Skills
Asset Allocation, Customer Relations, Public Speaking, Consultative Selling, Employee Relations, Relationship Management, Management, Sales Presentations, Practice Management, Investments, Wealth Management, Mutual Funds, Series 7, Asset Managment, Alternative Investments, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Strategic Financial..., Equities, Series 63, Financial Advisory, Retirement Planning, Financial Analysis, Securities, Estate Planning, Hedge Funds, Leadership, Asset Management, Finance, ETFs, Valuation, FINRA, Risk Management, Trading, Financial Planning
Education
Arizona State University 2012 — 2016
Political Economy
Institute of Business and Finance 2010 — 2012
Estate Planning
Cornell University 2009 — 2010
Graduate Certificate, Financial Analysis
Almeda University 1986 — 1997
Bachelors, Business Administration
University of Washington 1983 — 1985
Economics
Highline Community College 1981 — 1982
Associate of Arts and Sciences (A.A.S.), Liberal Studies
TS Capital, LLC July 2015 - Present
Strategic Capital Alternatives LLC March 2014 - Present
JP Schmick Company March 2009 - March 2014
Monea Investments, LLC May 2013 - February 2014
Madison Park Capital Partners, LLC July 2012 - April 2013
Loring Ward May 2011 - December 2011
Triad Wealth Stewardship LLC June 2010 - April 2011
Russell Investments October 2001 - December 2008
Russell Investment Group March 2000 - October 2001
Accessor Capital Management February 1998 - December 1998
Skills
Asset Allocation, Customer Relations, Public Speaking, Consultative Selling, Employee Relations, Relationship Management, Management, Sales Presentations, Practice Management, Investments, Wealth Management, Mutual Funds, Series 7, Asset Managment, Alternative Investments, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Strategic Financial..., Equities, Series 63, Financial Advisory, Retirement Planning, Financial Analysis, Securities, Estate Planning, Hedge Funds, Leadership, Asset Management, Finance, ETFs, Valuation, FINRA, Risk Management, Trading, Financial Planning
Education
Arizona State University 2012 — 2016
Political Economy
Institute of Business and Finance 2010 — 2012
Estate Planning
Cornell University 2009 — 2010
Graduate Certificate, Financial Analysis
Almeda University 1986 — 1997
Bachelors, Business Administration
University of Washington 1983 — 1985
Economics
Highline Community College 1981 — 1982
Associate of Arts and Sciences (A.A.S.), Liberal Studies
Trey Nelson Trey Nelson's Loring Ward Experience October 2009 - Present
Job Vice President, Regional Director at Loring Ward
Industry Investment Management
Experience
Loring Ward October 2009 - Present
Sovereign Wealth Management, LLP 2002 - September 2009
Ackley Financial Group September 2001 - September 2002
Thrivent Financial March 1998 - August 2001
Skills
Public Speaking, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, ETFs, Estate Planning, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Strategic Financial..., Strategic Planning, Wealth Management
Education
Concordia University-Austin 1993 — 1997
Economics
Loring Ward October 2009 - Present
Sovereign Wealth Management, LLP 2002 - September 2009
Ackley Financial Group September 2001 - September 2002
Thrivent Financial March 1998 - August 2001
Skills
Public Speaking, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, ETFs, Estate Planning, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Strategic Financial..., Strategic Planning, Wealth Management
Education
Concordia University-Austin 1993 — 1997
Economics
Ron Howard Ron Howard's Loring Ward Experience October 1998 - April 2008
Job Siena Wealth Managment, Inc.
Industry Investment Management
Experience
Siena Wealth Management, Inc. September 2008 - Present
Loring Ward October 1998 - April 2008
RWB Asset Managment January 1996 - October 1998
Skills
Wealth Management, Investment Advisory, Asset Allocation, Asset Management, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Portfolio Management, Estate Planning, Retirement
Education
Golden Gate University 1980 — 1982
Executive MBA, Business
Brigham Young University 1972 — 1975
Siena Wealth Management, Inc. September 2008 - Present
Loring Ward October 1998 - April 2008
RWB Asset Managment January 1996 - October 1998
Skills
Wealth Management, Investment Advisory, Asset Allocation, Asset Management, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Portfolio Management, Estate Planning, Retirement
Education
Golden Gate University 1980 — 1982
Executive MBA, Business
Brigham Young University 1972 — 1975
Nicholas Dirks's Loring Ward Experience May 2010 - August 2010
Job iCracked
Industry Information Services
Experience
iCracked Inc. February 2014 - Present
Better Workplace August 2011 - February 2014
Loring Ward May 2010 - August 2010
Skills
Entrepreneurship, Portfolio Management, Investments, Financial Analysis, Asset Managment, Strategic Financial..., Public Speaking, Microsoft Excel, Marketing, Business Strategy, Microsoft Office, PowerPoint, Data Analysis, Project Management, Business Analysis, Sales, Market Research, Business Development
Education
California State University-Chico 2006 — 2010
BA, Financial Management and Financial Services
iCracked Inc. February 2014 - Present
Better Workplace August 2011 - February 2014
Loring Ward May 2010 - August 2010
Skills
Entrepreneurship, Portfolio Management, Investments, Financial Analysis, Asset Managment, Strategic Financial..., Public Speaking, Microsoft Excel, Marketing, Business Strategy, Microsoft Office, PowerPoint, Data Analysis, Project Management, Business Analysis, Sales, Market Research, Business Development
Education
California State University-Chico 2006 — 2010
BA, Financial Management and Financial Services
Blake Leamy Blake Leamy's Loring Ward Experience April 2013 - May 2013
Job Incoming Associate at TM Financial Forensics
Industry Financial Services
Experience
TM Financial Forensics LLC September 2015 - Present
Leavey School of Business May 2012 - May 2015
Yahoo June 2014 - September 2014
Hitachi Data Systems June 2013 - September 2013
Loring Ward April 2013 - May 2013
Anheuser-Busch InBev June 2012 - August 2012
Ameriprise Financial July 2011 - July 2011
HomeBoy Industries January 2011 - January 2011
Skills
Leadership, Data Analysis, Management, Access, Program Management, Public Speaking, Microsoft Excel, Research, Social Media, Spanish, PowerPoint, Microsoft Office, Microsoft Word, Salesforce.com, Team Leadership, Financial Forecasting, Financial & Operational...
Education
Santa Clara University 2011 — 2015
Bachelor of Science in Commerce, Finance and Economics
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science in Commerce, Finance
Loyola High School 2007 — 2011
High School
TM Financial Forensics LLC September 2015 - Present
Leavey School of Business May 2012 - May 2015
Yahoo June 2014 - September 2014
Hitachi Data Systems June 2013 - September 2013
Loring Ward April 2013 - May 2013
Anheuser-Busch InBev June 2012 - August 2012
Ameriprise Financial July 2011 - July 2011
HomeBoy Industries January 2011 - January 2011
Skills
Leadership, Data Analysis, Management, Access, Program Management, Public Speaking, Microsoft Excel, Research, Social Media, Spanish, PowerPoint, Microsoft Office, Microsoft Word, Salesforce.com, Team Leadership, Financial Forecasting, Financial & Operational...
Education
Santa Clara University 2011 — 2015
Bachelor of Science in Commerce, Finance and Economics
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science in Commerce, Finance
Loyola High School 2007 — 2011
High School
John Panem John Panem's Loring Ward Experience January 2015 - Present
Job Advisor Relation Coordinator at Loring Ward
Industry Internet
Experience
Loring Ward January 2015 - Present
Loring Ward December 2014 - January 2015
LinkedIn June 2013 - April 2014
LinkedIn May 2012 - June 2013
Universal Services of America May 2009 - June 2013
Randstad January 2010 - September 2010
Adecco Staffing, USA July 2008 - January 2010
Best Buy November 2008 - January 2009
AlliedBarton Security Services April 2007 - August 2008
Best Buy July 2006 - June 2008
Skills
Salesforce.com, Program Management, Expense Reports, Customer Service, Data Entry, Security, Management, Microsoft Excel, Event Planning, Microsoft Office, Outlook, Social Networking, Leadership, Access Control, PowerPoint, Telephone Reception, Physical Security, Photoshop, Security Operations, Microsoft Word, Auto Detailing, Administrative..., Training, Shipping, Digital Photography, Corporate Security, Event Support, Surveillance, Loss Prevention, Lightroom, Planning & Scheduling, MS Excel Pivot Tables
Education
Mission College 2012 — 2015
Business/Commerce, General
Milpitas High School 2000 — 2003
Loring Ward January 2015 - Present
Loring Ward December 2014 - January 2015
LinkedIn June 2013 - April 2014
LinkedIn May 2012 - June 2013
Universal Services of America May 2009 - June 2013
Randstad January 2010 - September 2010
Adecco Staffing, USA July 2008 - January 2010
Best Buy November 2008 - January 2009
AlliedBarton Security Services April 2007 - August 2008
Best Buy July 2006 - June 2008
Skills
Salesforce.com, Program Management, Expense Reports, Customer Service, Data Entry, Security, Management, Microsoft Excel, Event Planning, Microsoft Office, Outlook, Social Networking, Leadership, Access Control, PowerPoint, Telephone Reception, Physical Security, Photoshop, Security Operations, Microsoft Word, Auto Detailing, Administrative..., Training, Shipping, Digital Photography, Corporate Security, Event Support, Surveillance, Loss Prevention, Lightroom, Planning & Scheduling, MS Excel Pivot Tables
Education
Mission College 2012 — 2015
Business/Commerce, General
Milpitas High School 2000 — 2003
Christine Lubieniecki Christine Lubieniecki's Loring Ward Experience October 2012 - April 2013
Job Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors March 2014 - Present
Santa Clara University September 2010 - December 2013
Dimensional Fund Advisors June 2013 - September 2013
Santa Clara University May 2012 - June 2013
Loring Ward October 2012 - April 2013
Focus Advisory Services LLC July 2012 - August 2012
Bandquote May 2012 - August 2012
Santa Clara University September 2011 - May 2012
Dimensional Fund Advisors July 2011 - July 2011
The Ski Channel June 2011 - July 2011
Skills
Blogging, Microsoft Office, Academic Advising, WordPress, Academic Tutoring, Peer Tutoring, Morningstar Direct, Bloomberg Terminal, Online Journalism, Presentations, Journalism, Twitter, Promoting, Data Analysis, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor's Degree, Finance, General, 4.0
Santa Clara University 2010 — 2014
Finance, 3.735
Marymount High School 2006 — 2010
Kaplan Professional Schools 2011 — 2012
Real Estate Sales License, Real Estate
Dimensional Fund Advisors March 2014 - Present
Santa Clara University September 2010 - December 2013
Dimensional Fund Advisors June 2013 - September 2013
Santa Clara University May 2012 - June 2013
Loring Ward October 2012 - April 2013
Focus Advisory Services LLC July 2012 - August 2012
Bandquote May 2012 - August 2012
Santa Clara University September 2011 - May 2012
Dimensional Fund Advisors July 2011 - July 2011
The Ski Channel June 2011 - July 2011
Skills
Blogging, Microsoft Office, Academic Advising, WordPress, Academic Tutoring, Peer Tutoring, Morningstar Direct, Bloomberg Terminal, Online Journalism, Presentations, Journalism, Twitter, Promoting, Data Analysis, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor's Degree, Finance, General, 4.0
Santa Clara University 2010 — 2014
Finance, 3.735
Marymount High School 2006 — 2010
Kaplan Professional Schools 2011 — 2012
Real Estate Sales License, Real Estate
Christina Salvatier Christina Salvatier's Loring Ward Experience February 2008 - February 2009
Job Finance Director at VMC Foundation
Industry Accounting
Experience
Valley Medical Center Foundation October 2013 - Present
San Jose Leadership 2014 - 2014
Valley Medical Center Foundation February 2012 - October 2013
Valley Medical Center Foundation November 2011 - February 2012
City of Santa Clara February 2009 - February 2011
Loring Ward February 2008 - February 2009
Zain Jeewanjee Insurance Agency July 2007 - February 2008
City of Los Banos Public Works Department December 2003 - July 2007
Skills
QuickBooks, PeopleSoft, Accounts Payable, Spreadsheets, Ten Key, 10 Key, Bookkeeping, Accounts Receivable, General Ledger, Accounting, Microsoft Word, Financial Reporting
Education
San Jose State University 2007 — 2010
BS, Accounting
Modesto Junior College 2004 — 2007
AA, Transfer Studies
Valley Medical Center Foundation October 2013 - Present
San Jose Leadership 2014 - 2014
Valley Medical Center Foundation February 2012 - October 2013
Valley Medical Center Foundation November 2011 - February 2012
City of Santa Clara February 2009 - February 2011
Loring Ward February 2008 - February 2009
Zain Jeewanjee Insurance Agency July 2007 - February 2008
City of Los Banos Public Works Department December 2003 - July 2007
Skills
QuickBooks, PeopleSoft, Accounts Payable, Spreadsheets, Ten Key, 10 Key, Bookkeeping, Accounts Receivable, General Ledger, Accounting, Microsoft Word, Financial Reporting
Education
San Jose State University 2007 — 2010
BS, Accounting
Modesto Junior College 2004 — 2007
AA, Transfer Studies
Collin McCormack Collin McCormack's Loring Ward Experience March 2013 - February 2015
Job Video and Multimedia Specialist
Industry Media Production
Experience
Loring Ward March 2013 - February 2015
Eagle Productivity Solutions July 2009 - December 2012
iD Tech Camps May 2008 - August 2009
Rochester Rotary Charitable Trusts May 2007 - October 2007
CGI Communications 2006 - 2007
Skills
Production, Video Production, Lighting, Photoshop, After Effects, Photography, Video, Mac, Microsoft Office, Final Cut Pro, Illustrator, Video Editing, Premiere, Videography, Adobe Creative Suite, Word, Multimedia, Avid Media Composer, Commercials, Editing
Education
SUNY Brockport 2002 — 2005
Bachelor's degree, Journalism
Monroe Community College 2002 — 2004
AS, Communication Broadcasting Journalism
Marietta College
Loring Ward March 2013 - February 2015
Eagle Productivity Solutions July 2009 - December 2012
iD Tech Camps May 2008 - August 2009
Rochester Rotary Charitable Trusts May 2007 - October 2007
CGI Communications 2006 - 2007
Skills
Production, Video Production, Lighting, Photoshop, After Effects, Photography, Video, Mac, Microsoft Office, Final Cut Pro, Illustrator, Video Editing, Premiere, Videography, Adobe Creative Suite, Word, Multimedia, Avid Media Composer, Commercials, Editing
Education
SUNY Brockport 2002 — 2005
Bachelor's degree, Journalism
Monroe Community College 2002 — 2004
AS, Communication Broadcasting Journalism
Marietta College
C. Scott Lamb, CFP, MBA C. Scott Lamb, CFP, MBA's Loring Ward Experience January 2011 - Present
Job Vice President, Strategic Relations
Industry Financial Services
Experience
Loring Ward January 2011 - Present
LPL Financial August 2008 - December 2010
Merrill Lynch 2005 - 2008
Medical Resources Unlimited, Inc 1998 - 2005
United States Navy 1990 - 1998
Skills
Series 7, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, Wealth Management, Client Experience, Practice Management, mutual funds, Wholesaling, Process Development, Marketing Strategy, Partner Relationship..., Presentations, Training, Sales Management, Sales, Oral & Written..., Strategic Planning, Series 65, Certified Financial..., ETFs, Strategy, Series 24, Series 63, Investment Management
Education
San Diego State University-California State University 1998 — 2001
MBA, Entrepreneurship
Loyola Marymount University 1986 — 1990
BA, Business
Loring Ward January 2011 - Present
LPL Financial August 2008 - December 2010
Merrill Lynch 2005 - 2008
Medical Resources Unlimited, Inc 1998 - 2005
United States Navy 1990 - 1998
Skills
Series 7, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, Wealth Management, Client Experience, Practice Management, mutual funds, Wholesaling, Process Development, Marketing Strategy, Partner Relationship..., Presentations, Training, Sales Management, Sales, Oral & Written..., Strategic Planning, Series 65, Certified Financial..., ETFs, Strategy, Series 24, Series 63, Investment Management
Education
San Diego State University-California State University 1998 — 2001
MBA, Entrepreneurship
Loyola Marymount University 1986 — 1990
BA, Business
Isaac La Buguen Isaac La Buguen's Loring Ward Experience February 2002 - January 2008
Job Founder, The Aspire Company
Industry Marketing and Advertising
Experience
The Aspire Company August 2009 - Present
Bellatore July 2009 - January 2011
Bellatore February 2008 - July 2009
Loring Ward February 2002 - January 2008
Creative Artist Network July 2001 - December 2004
Wild 107.7 1992 - 1994
Skills
Wealth Management, Investments, Asset Managment, Strategic Financial..., Strategic Planning, Marketing Strategy, Portfolio Management, Investment Advisory, Asset Allocation, Retirement Planning, Mergers, Mutual Funds, Due Diligence, Partnership Marketing, ROMI, Business Development, Eloqua, Direct Mail Campaigns, Marketing Automation, MailChimp, Event Management, Inbound Marketing, Lead Generation, Financial Advisory, Small Business, Asset Management, Mergers & Acquisitions, Marketing, Financial Planning
Education
De Anza College 1994 — 1997
AA
Gunderson 1989 — 1993
Diploma
The Aspire Company August 2009 - Present
Bellatore July 2009 - January 2011
Bellatore February 2008 - July 2009
Loring Ward February 2002 - January 2008
Creative Artist Network July 2001 - December 2004
Wild 107.7 1992 - 1994
Skills
Wealth Management, Investments, Asset Managment, Strategic Financial..., Strategic Planning, Marketing Strategy, Portfolio Management, Investment Advisory, Asset Allocation, Retirement Planning, Mergers, Mutual Funds, Due Diligence, Partnership Marketing, ROMI, Business Development, Eloqua, Direct Mail Campaigns, Marketing Automation, MailChimp, Event Management, Inbound Marketing, Lead Generation, Financial Advisory, Small Business, Asset Management, Mergers & Acquisitions, Marketing, Financial Planning
Education
De Anza College 1994 — 1997
AA
Gunderson 1989 — 1993
Diploma
Hugues Rivard Hugues Rivard's Loring Ward Experience June 2000 - December 2006
Job Certified Financial Planner at Financial Life Focus, LLC
Industry Financial Services
Experience
Financial Life Focus, LLC January 2007 - Present
Loring Ward June 2000 - December 2006
Eli Lilly November 1998 - May 2000
CIBC Wood Gundy September 1995 - January 1998
Goldman Sachs August 1991 - July 1993
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance & Organizational Behavior
Colgate University 1987 — 1991
BA, Mathematical Economics
Financial Life Focus, LLC January 2007 - Present
Loring Ward June 2000 - December 2006
Eli Lilly November 1998 - May 2000
CIBC Wood Gundy September 1995 - January 1998
Goldman Sachs August 1991 - July 1993
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance & Organizational Behavior
Colgate University 1987 — 1991
BA, Mathematical Economics
Rik Davis, B.Sc., PMP, APMC Rik Davis, B.Sc., PMP, APMC's Loring Ward Experience 2000 - 2000
Job IT Project Manager at Shared Services Canada
Industry Information Technology and Services
Experience
Shared Services Canada November 2011 - Present
Public Health Agency of Canada November 2000 - November 2011
Loring Ward 2000 - 2000
LGS Group Inc 1997 - 2000
SHL Systemhouse 1996 - 1997
Infocorp Solutions Ltd 1994 - 1996
Skills
Business Analysis, PMP, Requirements Analysis, Planning, MS Project, Analysis, Problem Solving, Microsoft Office, Software Development, Excel, Government, Documentation, Team Leadership, Access, Databases, Technical Writing, Mentoring, Visio, Software Project..., Project Planning, Requirements Gathering, SQL, Customer Relations, SDLC, Programming, Windows, Application Development, Systems Analysis, Budgeting, Data Analysis, Business Intelligence, Business Requirements, Integration, PowerPoint, Project Delivery
Education
The University of Winnipeg 1988 — 1993
Bachelor of Science (B.Sc.), Major: Business Computing
Kelvin High School 1983 — 1986
High School Diploma, French Immersion
Shared Services Canada November 2011 - Present
Public Health Agency of Canada November 2000 - November 2011
Loring Ward 2000 - 2000
LGS Group Inc 1997 - 2000
SHL Systemhouse 1996 - 1997
Infocorp Solutions Ltd 1994 - 1996
Skills
Business Analysis, PMP, Requirements Analysis, Planning, MS Project, Analysis, Problem Solving, Microsoft Office, Software Development, Excel, Government, Documentation, Team Leadership, Access, Databases, Technical Writing, Mentoring, Visio, Software Project..., Project Planning, Requirements Gathering, SQL, Customer Relations, SDLC, Programming, Windows, Application Development, Systems Analysis, Budgeting, Data Analysis, Business Intelligence, Business Requirements, Integration, PowerPoint, Project Delivery
Education
The University of Winnipeg 1988 — 1993
Bachelor of Science (B.Sc.), Major: Business Computing
Kelvin High School 1983 — 1986
High School Diploma, French Immersion
Charles Marsala Charles Marsala's Loring Ward Experience November 2011 - November 2013
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2013 - Present
Alpha Mortgage April 2014 - Present
Krewe of AWE /Krewe of Tusk & Horn Wildlife Animal Adoption;Legislation for Conservation of Species August 2013 - Present
Sponsor of NOEW the BIG IDEA 2013 - Present
Krewe of Bacchus 1982 - Present
Loring Ward November 2011 - November 2013
HTH Advisors June 2012 - October 2013
Triple Negative Breast Cancer Suporter March 2012 - April 2012
Morgan Stanley July 2011 - November 2011
TBM Supply June 2004 - July 2011
Skills
Leadership, Business Development, Start-ups, Program Management, Investments, Entrepreneurship, Strategy, Strategic Planning, Fundraising, Public Speaking, CRM, Business Strategy, Executive Management, Business Planning, Venture Capital, Project Management, Risk Management, Management, Strategic Consulting, Strategic Partnerships, Local Government Finance, Policy, Finance, Management Consulting, Consulting, Government, Event Planning, Change Management, Small Business, Portfolio Management, Team Building, Contract Negotiation, Connecting People, Marketing, Sales, Nonprofits, Competitive Analysis, Marketing Strategy, Private Equity, New Business Development, Corporate Development, Product Management, Due Diligence, Sales Management, Emerging Markets, International Business, Product Marketing, Market Research, Space Planning
Education
Stanford University 2000 — 2000
Executive Program, Growing Companies
Tulane University 1978 — 1982
BSME, Mechanical Engineering
Jesuit High New Orleans 1973 — 1978
Magna Cum Laude with Special Achievement, College Prep, 3.8
St. Francis Xavier 1965 — 1973
Math and English
LPL Financial October 2013 - Present
Alpha Mortgage April 2014 - Present
Krewe of AWE /Krewe of Tusk & Horn Wildlife Animal Adoption;Legislation for Conservation of Species August 2013 - Present
Sponsor of NOEW the BIG IDEA 2013 - Present
Krewe of Bacchus 1982 - Present
Loring Ward November 2011 - November 2013
HTH Advisors June 2012 - October 2013
Triple Negative Breast Cancer Suporter March 2012 - April 2012
Morgan Stanley July 2011 - November 2011
TBM Supply June 2004 - July 2011
Skills
Leadership, Business Development, Start-ups, Program Management, Investments, Entrepreneurship, Strategy, Strategic Planning, Fundraising, Public Speaking, CRM, Business Strategy, Executive Management, Business Planning, Venture Capital, Project Management, Risk Management, Management, Strategic Consulting, Strategic Partnerships, Local Government Finance, Policy, Finance, Management Consulting, Consulting, Government, Event Planning, Change Management, Small Business, Portfolio Management, Team Building, Contract Negotiation, Connecting People, Marketing, Sales, Nonprofits, Competitive Analysis, Marketing Strategy, Private Equity, New Business Development, Corporate Development, Product Management, Due Diligence, Sales Management, Emerging Markets, International Business, Product Marketing, Market Research, Space Planning
Education
Stanford University 2000 — 2000
Executive Program, Growing Companies
Tulane University 1978 — 1982
BSME, Mechanical Engineering
Jesuit High New Orleans 1973 — 1978
Magna Cum Laude with Special Achievement, College Prep, 3.8
St. Francis Xavier 1965 — 1973
Math and English
Benjamin T. Chau Benjamin T. Chau's Loring Ward Experience February 2014 - Present
Job Operations Account Specialist at Loring Ward
Industry Investment Management
Experience
Loring Ward February 2014 - Present
Loring Ward March 2012 - February 2014
Werba-Rubin Wealth Management February 2012 - April 2012
Oakley July 2009 - February 2012
Skills
Customer Service, Microsoft Excel, Sales, Time Management, Teamwork, Public Speaking, Event Planning, Team Leadership, File Management, Employee Training, CRM, Accurate Data Entry, Conflict Resolution, Microdea, Large-scale Data..., Data An, Management, Client Satisfaction, Employee Mentorship, Operations, Social Networking, Data Reconciliation, Metrics Reporting, Team Building
Education
San Jose State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration/Management
Saint Lawrence Academy High School 2004 — 2008
High School
Loring Ward February 2014 - Present
Loring Ward March 2012 - February 2014
Werba-Rubin Wealth Management February 2012 - April 2012
Oakley July 2009 - February 2012
Skills
Customer Service, Microsoft Excel, Sales, Time Management, Teamwork, Public Speaking, Event Planning, Team Leadership, File Management, Employee Training, CRM, Accurate Data Entry, Conflict Resolution, Microdea, Large-scale Data..., Data An, Management, Client Satisfaction, Employee Mentorship, Operations, Social Networking, Data Reconciliation, Metrics Reporting, Team Building
Education
San Jose State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration/Management
Saint Lawrence Academy High School 2004 — 2008
High School
Emma Barrie's Loring Ward Experience September 2013 - November 2013
Job Operations Coordinator at The Aji Network
Industry Education Management
Experience
The Aji Network January 2014 - Present
Northwoods Wreaths LLC 2008 - Present
Loring Ward September 2013 - November 2013
Santa Clara University July 2012 - June 2013
Synarbor Plc. June 2011 - August 2011
Skills
Facebook, Event Planning, Marketing, Nonprofits, Sales, Blogging, Email Marketing, Social Media, Social Networking, Social Media Marketing, Microsoft Office, Fundraising, Newsletters, PowerPoint, Public Speaking, Salesforce.com, Editing, Photoshop, Pardot, Basic HTML, Google Analytics, SimilarWeb, Microsoft Excel, Adobe Creative Suite, InDesign
Education
Santa Clara University 2009 — 2013
Bachelor of Science (B.S.), Psychology
Lake Forest High School 2005 — 2009
The Aji Network January 2014 - Present
Northwoods Wreaths LLC 2008 - Present
Loring Ward September 2013 - November 2013
Santa Clara University July 2012 - June 2013
Synarbor Plc. June 2011 - August 2011
Skills
Facebook, Event Planning, Marketing, Nonprofits, Sales, Blogging, Email Marketing, Social Media, Social Networking, Social Media Marketing, Microsoft Office, Fundraising, Newsletters, PowerPoint, Public Speaking, Salesforce.com, Editing, Photoshop, Pardot, Basic HTML, Google Analytics, SimilarWeb, Microsoft Excel, Adobe Creative Suite, InDesign
Education
Santa Clara University 2009 — 2013
Bachelor of Science (B.S.), Psychology
Lake Forest High School 2005 — 2009
Larry Frank, Sr. Larry Frank, Sr.'s Loring Ward Experience 1998 - 2015
Job MBA, Certified Financial Planner™ | Owner: Better Financial Education
Industry Financial Services
Experience
Better Financial Education February 1997 - Present
Zeiders Enterprises, Inc. March 2013 - January 2015
Loring Ward 1998 - 2015
United States Air Force February 1978 - September 1994
Skills
Retirement Income..., Retirement Income..., Social Security..., Strategic Financial..., Survivor Income Planning, Personal Finance, Financial Advisory, Wealth Management, Investment Advisory, Investment Management, Asset Managment, Investment Strategies, Asset Allocation, Retirement, Pensions, Investments, Retirement Planning, Retirement Income..., Estate Planning, Financial Planners, Portfolio Management, Wealth, Asset Management
Education
The University of South Dakota 1979 — 1983
Masters Business Administration
University of Minnesota Duluth 1973 — 1977
BS cum laude, Physics
Cloquet High School 1970 — 1973
Better Financial Education February 1997 - Present
Zeiders Enterprises, Inc. March 2013 - January 2015
Loring Ward 1998 - 2015
United States Air Force February 1978 - September 1994
Skills
Retirement Income..., Retirement Income..., Social Security..., Strategic Financial..., Survivor Income Planning, Personal Finance, Financial Advisory, Wealth Management, Investment Advisory, Investment Management, Asset Managment, Investment Strategies, Asset Allocation, Retirement, Pensions, Investments, Retirement Planning, Retirement Income..., Estate Planning, Financial Planners, Portfolio Management, Wealth, Asset Management
Education
The University of South Dakota 1979 — 1983
Masters Business Administration
University of Minnesota Duluth 1973 — 1977
BS cum laude, Physics
Cloquet High School 1970 — 1973
Bradley J. Masters's Loring Ward Experience 2007 - 2009
Job Vice President, Business Development New Covenant Trust Company Presbyterian Foundation
Industry Financial Services
Experience
New Covenant Trust Company - The Presbyterian Foundation May 2012 - Present
J.P. Morgan Private Wealth Management 2009 - May 2012
Loring Ward 2007 - 2009
TIAA-CREF 2002 - 2007
Skills
Investments, Wealth Management, Investment Advisory, Portfolio Management, Strategic Financial..., Asset Allocation
Education
Bellarmine University 1994 — 1997
Bachelor of Arts, English with Economics Minor
New Covenant Trust Company - The Presbyterian Foundation May 2012 - Present
J.P. Morgan Private Wealth Management 2009 - May 2012
Loring Ward 2007 - 2009
TIAA-CREF 2002 - 2007
Skills
Investments, Wealth Management, Investment Advisory, Portfolio Management, Strategic Financial..., Asset Allocation
Education
Bellarmine University 1994 — 1997
Bachelor of Arts, English with Economics Minor
Beau Barnett Beau Barnett's Loring Ward Experience August 2011 - August 2015
Job VicePresident, Regional Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2015 - Present
Loring Ward August 2011 - August 2015
Lockwood Advisors, Inc. January 2009 - July 2011
Lockwood Capital Management January 2009 - December 2009
Lockwood Advisors, Inc. January 2007 - December 2008
Lockwood Advisors, Inc. January 2005 - December 2006
Lockwood Advisors, Inc. November 2003 - December 2004
American Express Financial Advisors July 2002 - November 2003
Education
Drexel University - LeBow College of Business 2006 — 2008
MBA, Business, Finance
University of Delaware 1997 — 2002
B.A., English and Economics
State Street Global Advisors August 2015 - Present
Loring Ward August 2011 - August 2015
Lockwood Advisors, Inc. January 2009 - July 2011
Lockwood Capital Management January 2009 - December 2009
Lockwood Advisors, Inc. January 2007 - December 2008
Lockwood Advisors, Inc. January 2005 - December 2006
Lockwood Advisors, Inc. November 2003 - December 2004
American Express Financial Advisors July 2002 - November 2003
Education
Drexel University - LeBow College of Business 2006 — 2008
MBA, Business, Finance
University of Delaware 1997 — 2002
B.A., English and Economics
Peggy Hauser-Wehen Peggy Hauser-Wehen's Loring Ward Experience 2005 - 2006
Job Owner & Director of Possibilities at Peggy HauserWehen Photography
Industry Photography
Experience
Peggy Hauser-Wehen Photography January 2010 - Present
Freelance Photographer 2000 - 2009
Partners in Human Resources International, LLC April 2006 - November 2008
Loring Ward 2005 - 2006
Westat 2004 - 2005
Deutsche Welle 2002 - 2004
AMI Group International, LLC 2001 - 2002
Turnberry Isle Resort & Club 1996 - 2001
Nordstern Versicherungen 1993 - 1996
Skills
Project Management, Strategic Planning, Team Building, Training, Employee Relations, Entrepreneurship, Program Management
Education
Barry University
MA, Business and Communications
Florida International University
BA, Psychology
Miami Dade College
AA, Psychology
Peggy Hauser-Wehen Photography January 2010 - Present
Freelance Photographer 2000 - 2009
Partners in Human Resources International, LLC April 2006 - November 2008
Loring Ward 2005 - 2006
Westat 2004 - 2005
Deutsche Welle 2002 - 2004
AMI Group International, LLC 2001 - 2002
Turnberry Isle Resort & Club 1996 - 2001
Nordstern Versicherungen 1993 - 1996
Skills
Project Management, Strategic Planning, Team Building, Training, Employee Relations, Entrepreneurship, Program Management
Education
Barry University
MA, Business and Communications
Florida International University
BA, Psychology
Miami Dade College
AA, Psychology
Natalie Potts's Loring Ward Experience July 2015 - Present
Job Conversion Specialist at Loring Ward
Industry Financial Services
Experience
Loring Ward July 2015 - Present
Mitchell Katz Winery July 2015 - Present
Gonzaga University August 2013 - May 2015
Gonzaga University August 2011 - May 2015
Loring Ward July 2014 - August 2014
Gonzaga University May 2014 - August 2014
Loring Ward June 2013 - August 2013
Skills
Business Process..., Business Strategy, Data Analysis, Strategic Planning, Organizational..., Organizational Structure, Interpersonal..., Microsoft Office, Microsoft Word, PowerPoint, Windows, Outlook, Visio, Writing, Critical Thinking, Analytical Thinking
Education
Gonzaga University - School of Business Administration 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Gonzaga University - School of Arts and Sciences 2011 — 2015
Minor, Communication Studies
Loring Ward July 2015 - Present
Mitchell Katz Winery July 2015 - Present
Gonzaga University August 2013 - May 2015
Gonzaga University August 2011 - May 2015
Loring Ward July 2014 - August 2014
Gonzaga University May 2014 - August 2014
Loring Ward June 2013 - August 2013
Skills
Business Process..., Business Strategy, Data Analysis, Strategic Planning, Organizational..., Organizational Structure, Interpersonal..., Microsoft Office, Microsoft Word, PowerPoint, Windows, Outlook, Visio, Writing, Critical Thinking, Analytical Thinking
Education
Gonzaga University - School of Business Administration 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Gonzaga University - School of Arts and Sciences 2011 — 2015
Minor, Communication Studies
Susan Kornegay Susan Kornegay's Loring Ward Experience 2007 - 2009
Job Consultant/Coach | Business Planning | Client Experience | Marketing Messaging & Strategy | Team Development
Industry Financial Services
Experience
Pathfinder Strategic Solutions 2009 - Present
Financial Planning Association (FPA) 2015 - Present
Loring Ward 2007 - 2009
Wachovia Securities 2004 - 2007
Prudential Securities 1997 - 2004
Morgan Stanley Dean Witter 1984 - 1997
Skills
Strategic Consulting, Business Coaching, Business Strategy, Business Planning, Marketing Strategy, Marketing Communications, Team Leadership, Team Management, Business Model..., Delivering Workshops, Management, Retirement, Leadership, Strategic Planning, Coaching, Mutual Funds, Wealth Management, Entrepreneurship, Estate Planning, Investments, Management Consulting, Series 63, Consulting, Finance, Small Business, Financial Advisory, Financial Analysis, Retirement Planning
Education
Covenant Theological Seminary
M.A.B.S., Biblical Studies
The University of Akron
B.S.Ed., French & English
Pathfinder Strategic Solutions 2009 - Present
Financial Planning Association (FPA) 2015 - Present
Loring Ward 2007 - 2009
Wachovia Securities 2004 - 2007
Prudential Securities 1997 - 2004
Morgan Stanley Dean Witter 1984 - 1997
Skills
Strategic Consulting, Business Coaching, Business Strategy, Business Planning, Marketing Strategy, Marketing Communications, Team Leadership, Team Management, Business Model..., Delivering Workshops, Management, Retirement, Leadership, Strategic Planning, Coaching, Mutual Funds, Wealth Management, Entrepreneurship, Estate Planning, Investments, Management Consulting, Series 63, Consulting, Finance, Small Business, Financial Advisory, Financial Analysis, Retirement Planning
Education
Covenant Theological Seminary
M.A.B.S., Biblical Studies
The University of Akron
B.S.Ed., French & English
Mark Stancato's Loring Ward Experience January 2005 - January 2006
Job Founder & President / X8 Drums & Percussion, Inc.
Industry Music
Experience
PoliVaz 2010 - Present
X8 Drums & Percussion, Inc. January 2007 - Present
Loring Ward January 2005 - January 2006
Skills
Entrepreneurship, Musicians, Music, Songwriting, Vocalist, Guitarist, E-commerce, Song Production, Rock & Roll, Studio Recording, Field Recording, Audio Engineering, Public Speaking, Music Production, Percussion, Music Education, Guitar, Songs, Social Networking, Improvisation, Singing, Drums, Band, Sound, Piano, Music Theory, Rock, Entertainment, Recording, Certified Financial..., Team Management, Event Planning, Music Industry, Bands, Rock Music
Education
Purdue University 1991 — 1995
BS, Finance, Music
Purdue University 1991 — 1995
Bachelor of Science (B.S.), Financial Planning and Services
Purdue University 1991 — 1995
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
PoliVaz 2010 - Present
X8 Drums & Percussion, Inc. January 2007 - Present
Loring Ward January 2005 - January 2006
Skills
Entrepreneurship, Musicians, Music, Songwriting, Vocalist, Guitarist, E-commerce, Song Production, Rock & Roll, Studio Recording, Field Recording, Audio Engineering, Public Speaking, Music Production, Percussion, Music Education, Guitar, Songs, Social Networking, Improvisation, Singing, Drums, Band, Sound, Piano, Music Theory, Rock, Entertainment, Recording, Certified Financial..., Team Management, Event Planning, Music Industry, Bands, Rock Music
Education
Purdue University 1991 — 1995
BS, Finance, Music
Purdue University 1991 — 1995
Bachelor of Science (B.S.), Financial Planning and Services
Purdue University 1991 — 1995
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
Richard Gates, CFP® Richard Gates, CFP®'s Loring Ward Experience April 2012 - Present
Job Midwest Regional Director
Industry Investment Management
Experience
Loring Ward April 2012 - Present
Genworth Financial April 2010 - March 2012
Genworth Financial May 2008 - March 2010
Buckingham Asset Management June 2007 - April 2008
Genworth Financial September 2002 - April 2007
Genworth Financial July 2000 - August 2002
Scudder Investments June 1999 - June 2000
Scudder Investments November 1997 - May 1999
Skills
Financial Planning, Practice Management, Business Relationship..., Business Development, Marketing, Portfolio Management, Wealth Management, Strategic Financial...
Education
Washington State University 1994 — 1997
Bachelor of Science (BS), Chemical Engineering
Central Washington University 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Loring Ward April 2012 - Present
Genworth Financial April 2010 - March 2012
Genworth Financial May 2008 - March 2010
Buckingham Asset Management June 2007 - April 2008
Genworth Financial September 2002 - April 2007
Genworth Financial July 2000 - August 2002
Scudder Investments June 1999 - June 2000
Scudder Investments November 1997 - May 1999
Skills
Financial Planning, Practice Management, Business Relationship..., Business Development, Marketing, Portfolio Management, Wealth Management, Strategic Financial...
Education
Washington State University 1994 — 1997
Bachelor of Science (BS), Chemical Engineering
Central Washington University 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Tim Wochok, CFP®'s Loring Ward Experience February 2014 - Present
Job Senior Advisor Relations Consultant at Loring Ward
Industry Investment Management
Experience
Loring Ward February 2014 - Present
Loring Ward November 2012 - February 2014
Loring Ward April 2008 - November 2012
Loring Ward December 2008 - April 2009
Vanguard September 2006 - April 2008
Skills
Investment Management, Financial Services, Relationship Management, Business Development, Certified Financial..., Salesforce.com, Public Speaking, Presenter, Qualified Retirement..., Private Foundations, Asset Allocation, Territory Management, Personal Financial..., Investments, Mutual Funds, Series 63, Financial Advisory, Finance, Equities
Education
UCSC Silicon Valley 2008 — 2009
Certificate
University of Arizona 2002 — 2006
BA
Malvern Preparatory School 1998 — 2002
Loring Ward February 2014 - Present
Loring Ward November 2012 - February 2014
Loring Ward April 2008 - November 2012
Loring Ward December 2008 - April 2009
Vanguard September 2006 - April 2008
Skills
Investment Management, Financial Services, Relationship Management, Business Development, Certified Financial..., Salesforce.com, Public Speaking, Presenter, Qualified Retirement..., Private Foundations, Asset Allocation, Territory Management, Personal Financial..., Investments, Mutual Funds, Series 63, Financial Advisory, Finance, Equities
Education
UCSC Silicon Valley 2008 — 2009
Certificate
University of Arizona 2002 — 2006
BA
Malvern Preparatory School 1998 — 2002
Adam Eberly Adam Eberly's Loring Ward Experience January 2010 - February 2015
Job Sr. Web Designer ★ Digital Content Manager ★ Connecting People and Growing Businesses
Industry Marketing and Advertising
Experience
Loring Ward January 2010 - February 2015
DIGITALwize 1996 - 2009
TCT Technical Training June 1995 - December 1996
Skills
Web Design, Email Marketing, Marketing Communications, Marketing Automation, Social Media, Project Management, Strategic Planning, Graphic Design, Web Development, Marketing, Investments, Management, Online Marketing, Marketing Strategy, WordPress, SEO, Social Media Marketing
Education
Masters Institute of Technology
BS, Multimedia, graphic design, web development and marketing
San Jose State University
Business Marketing
Loring Ward January 2010 - February 2015
DIGITALwize 1996 - 2009
TCT Technical Training June 1995 - December 1996
Skills
Web Design, Email Marketing, Marketing Communications, Marketing Automation, Social Media, Project Management, Strategic Planning, Graphic Design, Web Development, Marketing, Investments, Management, Online Marketing, Marketing Strategy, WordPress, SEO, Social Media Marketing
Education
Masters Institute of Technology
BS, Multimedia, graphic design, web development and marketing
San Jose State University
Business Marketing
Vincent J. Crivello Vincent J. Crivello's Loring Ward Experience March 2009 - Present
Job Vice President, Loring Ward
Industry Financial Services
Experience
San Francisco Financial Planning Association (FPA) April 2010 - Present
Loring Ward March 2009 - Present
Enzo Asset Management August 2003 - Present
Marin County Estate Planning Council January 2010 - January 2014
Larkspur Financial Advisors April 2006 - January 2009
Northstar November 2004 - December 2005
Charles Schwab April 1999 - November 2004
CKS Group April 1996 - April 1999
CKS Group April 1996 - April 1997
m3i Works November 1992 - April 1996
Skills
Wealth Management, Wealth, Strategy, Strategic Financial..., Retirement Planning, Practice Management, Portfolio Management, Mergers, Management, Investments, High Net Worth..., Financial Advisory, Investment Strategies, Estate Planning, Asset Allocation, Entrepreneurship
Education
San Diego State University 1987 — 1990
BA
San Francisco Financial Planning Association (FPA) April 2010 - Present
Loring Ward March 2009 - Present
Enzo Asset Management August 2003 - Present
Marin County Estate Planning Council January 2010 - January 2014
Larkspur Financial Advisors April 2006 - January 2009
Northstar November 2004 - December 2005
Charles Schwab April 1999 - November 2004
CKS Group April 1996 - April 1999
CKS Group April 1996 - April 1997
m3i Works November 1992 - April 1996
Skills
Wealth Management, Wealth, Strategy, Strategic Financial..., Retirement Planning, Practice Management, Portfolio Management, Mergers, Management, Investments, High Net Worth..., Financial Advisory, Investment Strategies, Estate Planning, Asset Allocation, Entrepreneurship
Education
San Diego State University 1987 — 1990
BA
Eric Sugimoto Eric Sugimoto's Loring Ward Experience June 2014 - August 2014
Job Sales at Instart Logic
Industry Computer Software
Experience
Instart Logic June 2015 - August 2015
GE September 2014 - May 2015
Loring Ward June 2014 - August 2014
Embassy of Brazil January 2014 - May 2014
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Salesforce.com
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), International Business
Fundação Getulio Vargas 2013 — 2013
Management
Saint Francis High School 2007 — 2011
Instart Logic June 2015 - August 2015
GE September 2014 - May 2015
Loring Ward June 2014 - August 2014
Embassy of Brazil January 2014 - May 2014
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Salesforce.com
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), International Business
Fundação Getulio Vargas 2013 — 2013
Management
Saint Francis High School 2007 — 2011
Gene Burns Gene Burns's Loring Ward Experience January 1996 - Present
Job Wealth Management at Loring Ward
Industry Financial Services
Experience
Loring Ward January 1996 - Present
Burns Brothers Financial Group, Inc January 1987 - Present
Burns Brothers Fianacial Group 1987 - Present
Skills
Microsoft Excel, Microsoft Word, Investments, Strategic Planning, Estate Planning, Strategic Financial..., Retirement Planning, Financial Analysis, Accounting, Insurance, Business Strategy, Mergers, New Business Development, Real Estate, Risk Management, Project Management, Negotiation, Due Diligence, Wealth Management, Marketing, Portfolio Management, Management, Asset Management, Investment Advisory, Mergers & Acquisitions, Financial Planning, Asset Allocation, Mutual Funds
Education
Certified Fund Specialist 1991 — 1993
Minnesota School of Business 1958 — 1961
Loring Ward January 1996 - Present
Burns Brothers Financial Group, Inc January 1987 - Present
Burns Brothers Fianacial Group 1987 - Present
Skills
Microsoft Excel, Microsoft Word, Investments, Strategic Planning, Estate Planning, Strategic Financial..., Retirement Planning, Financial Analysis, Accounting, Insurance, Business Strategy, Mergers, New Business Development, Real Estate, Risk Management, Project Management, Negotiation, Due Diligence, Wealth Management, Marketing, Portfolio Management, Management, Asset Management, Investment Advisory, Mergers & Acquisitions, Financial Planning, Asset Allocation, Mutual Funds
Education
Certified Fund Specialist 1991 — 1993
Minnesota School of Business 1958 — 1961
Maria Prada's Loring Ward Experience December 2011 - January 2012
Job Animation/Illustration Student at San Jose State University
Industry Animation
Experience
Milohas June 2014 - Present
Milohas June 2014 - Present
Loring Ward December 2011 - January 2012
Loring Ward June 2011 - August 2011
Loring Ward September 2005 - September 2010
Loring Ward August 2005 - September 2005
Loring Ward June 2005 - July 2005
Skills
Photoshop, Character Animation, Animation, Puppetry, Microsoft Office, Dreamweaver, Photography, Film Criticism, Artistry, Office Administration, People Skills, Art, PowerPoint, Microsoft Excel, Windows, Illustration, Character Designs, Layout, Sketching, Painting, Drawing, Storyboarding, 3D Modeling, Sculpture, Illustrator, InDesign, Flash Animation, Maya, Premiere, After Effects, Customer Service, Graphic Design, Figure Drawing
Education
San Jose State University 2011 — 2016
Bachelor of Fine Arts (BFA), Illustration/Animation
Evergreen Valley College 2011 — 2011
Associate of Arts (AA), Art
San Jose City College 2006 — 2011
Associate of Arts (AA), Art
Fundación Universidad de Bogotá 'JorgeTadeo Lozano' 2004 — 2005
Fine Arts, Fine and Studio Arts
Milohas June 2014 - Present
Milohas June 2014 - Present
Loring Ward December 2011 - January 2012
Loring Ward June 2011 - August 2011
Loring Ward September 2005 - September 2010
Loring Ward August 2005 - September 2005
Loring Ward June 2005 - July 2005
Skills
Photoshop, Character Animation, Animation, Puppetry, Microsoft Office, Dreamweaver, Photography, Film Criticism, Artistry, Office Administration, People Skills, Art, PowerPoint, Microsoft Excel, Windows, Illustration, Character Designs, Layout, Sketching, Painting, Drawing, Storyboarding, 3D Modeling, Sculpture, Illustrator, InDesign, Flash Animation, Maya, Premiere, After Effects, Customer Service, Graphic Design, Figure Drawing
Education
San Jose State University 2011 — 2016
Bachelor of Fine Arts (BFA), Illustration/Animation
Evergreen Valley College 2011 — 2011
Associate of Arts (AA), Art
San Jose City College 2006 — 2011
Associate of Arts (AA), Art
Fundación Universidad de Bogotá 'JorgeTadeo Lozano' 2004 — 2005
Fine Arts, Fine and Studio Arts
Meagan Griendling's Loring Ward Experience January 2013 - November 2013
Job Client Service Associate at Integrated, Inc
Industry Financial Services
Experience
Integrated, Inc January 2014 - Present
Loring Ward January 2013 - November 2013
Apple One January 2012 - June 2013
Humera December 2009 - June 2011
3 Arts Entertainment February 2009 - November 2009
Murray State University Regisrar*s Office June 2003 - December 2007
Education
Murray State University 2003 — 2008
BME, Music Education
Integrated, Inc January 2014 - Present
Loring Ward January 2013 - November 2013
Apple One January 2012 - June 2013
Humera December 2009 - June 2011
3 Arts Entertainment February 2009 - November 2009
Murray State University Regisrar*s Office June 2003 - December 2007
Education
Murray State University 2003 — 2008
BME, Music Education
Gillian Watanabe Gillian Watanabe's Loring Ward Experience February 2004 - February 2006
Job Accounting Manager North American Security
Industry Security and Investigations
Experience
North American Security April 2014 - Present
Rhythm & Hues March 2011 - March 2014
Loring Ward February 2004 - February 2006
Paramount Pictures July 1998 - June 2004
Skills
Entertainment, Budgets, Event Planning, Social Media, Recruiting, Social Networking, Strategic Planning, Start-ups, Process Improvement, Training
Education
University of Arizona 1989 — 1993
Bachelor of Arts (B.A.), Sociology
North American Security April 2014 - Present
Rhythm & Hues March 2011 - March 2014
Loring Ward February 2004 - February 2006
Paramount Pictures July 1998 - June 2004
Skills
Entertainment, Budgets, Event Planning, Social Media, Recruiting, Social Networking, Strategic Planning, Start-ups, Process Improvement, Training
Education
University of Arizona 1989 — 1993
Bachelor of Arts (B.A.), Sociology
Ben Slater, CFS®'s Loring Ward Experience July 2014 - Present
Job Regional Director
Industry Financial Services
Experience
Loring Ward July 2014 - Present
National Planning Corporation (NPC) March 2013 - June 2014
Curian Capital May 2010 - March 2013
Northwestern Mutual January 2007 - May 2010
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Securities, Investment Advisory, Retirement Planning, Wealth Management, Investments, Series 6, Asset Managment, Asset Allocation, Fixed Annuities, 401k, Financial Advisory, Separately Managed..., ETFs, Equities, Asset Management, Business Development, Sales, Finance, Investment Strategies, Portfolio Management, Series 24, Series 65, Uniform Combined State..., Model Portfolios
Education
Colorado State University 1998 — 2002
BS Industrial Technology Management Minor in Economics, Applied Human Sciences
Glenwood High School 1994 — 1997
Loring Ward July 2014 - Present
National Planning Corporation (NPC) March 2013 - June 2014
Curian Capital May 2010 - March 2013
Northwestern Mutual January 2007 - May 2010
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Securities, Investment Advisory, Retirement Planning, Wealth Management, Investments, Series 6, Asset Managment, Asset Allocation, Fixed Annuities, 401k, Financial Advisory, Separately Managed..., ETFs, Equities, Asset Management, Business Development, Sales, Finance, Investment Strategies, Portfolio Management, Series 24, Series 65, Uniform Combined State..., Model Portfolios
Education
Colorado State University 1998 — 2002
BS Industrial Technology Management Minor in Economics, Applied Human Sciences
Glenwood High School 1994 — 1997
Thomas Loder Thomas Loder's Loring Ward Experience 2002 - 2006
Job Techforce Analyst at salesforce.com
Industry Telecommunications
Experience
Salesforce.com February 2013 - Present
PhonesUSAplus 2006 - 2012
Loring Ward 2002 - 2006
Skills
DNS, Firewalls, VPN, VMware, TCP/IP
Education
Cal Poly Pomona 1998 — 2002
Computer Information Systems, Business Administration and Management, General, Cum Laude
Salesforce.com February 2013 - Present
PhonesUSAplus 2006 - 2012
Loring Ward 2002 - 2006
Skills
DNS, Firewalls, VPN, VMware, TCP/IP
Education
Cal Poly Pomona 1998 — 2002
Computer Information Systems, Business Administration and Management, General, Cum Laude
Dana Crosby, CFA, CFP® Dana Crosby, CFA, CFP®'s Loring Ward Experience October 2005 - August 2009
Job Principal at SC Capital Advisors
Industry Financial Services
Experience
SC Capital Advisors July 2011 - Present
Global Portfolio Dimensions, Inc. January 2010 - July 2011
Loring Ward October 2005 - August 2009
Stevenson Capital Management, Inc. August 1998 - August 2005
Lane Brothers & Co, Inc. January 1997 - August 1998
Merrill Lynch/Sanwa Bank January 1993 - January 1997
US Air Force February 1985 - December 1992
Skills
Asset Managment, Equities, Portfolio Management, Investments, Asset Allocation, Analysis, Asset Management, Leadership, Trading, Finance, Investment Advisory, Wealth, Alternative Investments, Financial Planning, Strategic Planning, Investment Strategies, Financial Services, ETFs, Retirement, Management, Wealth Management, Pensions, Financial Advisory, Mutual Funds, Series 7, Retirement Planning, Wealth Management...
Education
Golden Gate University 1989 — 1992
MBA, Finance-Investments
University of Minnesota-Morris 1982 — 1984
BA, Business Administration/Physical Education
CFA Institute
CFA Charterholder
SC Capital Advisors July 2011 - Present
Global Portfolio Dimensions, Inc. January 2010 - July 2011
Loring Ward October 2005 - August 2009
Stevenson Capital Management, Inc. August 1998 - August 2005
Lane Brothers & Co, Inc. January 1997 - August 1998
Merrill Lynch/Sanwa Bank January 1993 - January 1997
US Air Force February 1985 - December 1992
Skills
Asset Managment, Equities, Portfolio Management, Investments, Asset Allocation, Analysis, Asset Management, Leadership, Trading, Finance, Investment Advisory, Wealth, Alternative Investments, Financial Planning, Strategic Planning, Investment Strategies, Financial Services, ETFs, Retirement, Management, Wealth Management, Pensions, Financial Advisory, Mutual Funds, Series 7, Retirement Planning, Wealth Management...
Education
Golden Gate University 1989 — 1992
MBA, Finance-Investments
University of Minnesota-Morris 1982 — 1984
BA, Business Administration/Physical Education
CFA Institute
CFA Charterholder
Angela Thompson Stover, CFP®'s Loring Ward Experience January 2012 - Present
Job Loring Ward
Industry Investment Management
Experience
Loring Ward January 2012 - Present
Russell Investments August 2010 - December 2011
Wells Fargo Investments November 2005 - December 2009
Fifth Third Bank 2001 - 2005
Ionia County National Bank August 1998 - November 2001
Skills
Asset Allocation, Investment Advisory, Wealth Management, Series 7, Portfolio Management, Series 63, Mutual Funds, Alternative Investments, Investments, Securities, Retirement Planning, Asset Management, Equities
Education
College for Financial Planning
Alma College 1993 — 1997
Bachelor of Arts, Spanish and International Business
Ionia High School
Loring Ward January 2012 - Present
Russell Investments August 2010 - December 2011
Wells Fargo Investments November 2005 - December 2009
Fifth Third Bank 2001 - 2005
Ionia County National Bank August 1998 - November 2001
Skills
Asset Allocation, Investment Advisory, Wealth Management, Series 7, Portfolio Management, Series 63, Mutual Funds, Alternative Investments, Investments, Securities, Retirement Planning, Asset Management, Equities
Education
College for Financial Planning
Alma College 1993 — 1997
Bachelor of Arts, Spanish and International Business
Ionia High School
Jerrod Foster Jerrod Foster's Loring Ward Experience April 2013 - Present
Job Portfolio Analyst at Loring Ward
Industry Consumer Services
Experience
Loring Ward April 2013 - Present
Education
Santa Clara University - Leavey School of Business 2010 — 2013
MBA, Finance
Santa Clara University 2004 — 2006
Bachelor's of Science, Political Science
2016 Level II Candidate in the CFA Program
Loring Ward April 2013 - Present
Education
Santa Clara University - Leavey School of Business 2010 — 2013
MBA, Finance
Santa Clara University 2004 — 2006
Bachelor's of Science, Political Science
2016 Level II Candidate in the CFA Program
Sophia Valentim Sophia Valentim's Loring Ward Experience September 2004 - August 2007
Job Associate General Counsel at Barracuda (NYSE: CUDA)
Industry Law Practice
Experience
Barracuda (NYSE: CUDA) April 2015 - Present
Barracuda (NYSE: CUDA) July 2013 - April 2015
Extreme Networks May 2010 - July 2013
Google January 2010 - May 2010
US Securities and Exchange Commission May 2008 - August 2008
Loring Ward September 2004 - August 2007
Skills
Foreign Languages, Corporate Law, Legal Writing, Securities, Research, Contract Negotiation, Legal Advice, SEC filings, Intellectual Property, Negotiation, Securities Regulation, Licensing, Mergers & Acquisitions, International Law, Process Improvement, Training, Management, Marketing, Accounting
Education
Santa Clara University 2006 — 2009
J.D., Law
Santa Clara University School of Law 2006 — 2009
J.D., Law
University of the Pacific
B.A., Theatre
Barracuda (NYSE: CUDA) April 2015 - Present
Barracuda (NYSE: CUDA) July 2013 - April 2015
Extreme Networks May 2010 - July 2013
Google January 2010 - May 2010
US Securities and Exchange Commission May 2008 - August 2008
Loring Ward September 2004 - August 2007
Skills
Foreign Languages, Corporate Law, Legal Writing, Securities, Research, Contract Negotiation, Legal Advice, SEC filings, Intellectual Property, Negotiation, Securities Regulation, Licensing, Mergers & Acquisitions, International Law, Process Improvement, Training, Management, Marketing, Accounting
Education
Santa Clara University 2006 — 2009
J.D., Law
Santa Clara University School of Law 2006 — 2009
J.D., Law
University of the Pacific
B.A., Theatre
Amjad Hannoneh Amjad Hannoneh's Loring Ward Experience August 2011 - Present
Job VP Applications Engineering at Loring Ward
Industry Financial Services
Experience
Loring Ward August 2011 - Present
Merrill Lynch May 2010 - August 2011
Genworth Financial August 2005 - May 2010
GE 2001 - 2005
Skills
IT Strategy, Vendor Management, SDLC, Business Analysis, Enterprise Architecture, Requirements Analysis, SOA, IT Management, Solution Architecture, Process Improvement, Strategy, Disaster Recovery, Cloud Computing, Project Portfolio..., Business Intelligence
Education
Michigan State University 1984 — 1989
Bachelor of Science, Electrical Engineering
Loring Ward August 2011 - Present
Merrill Lynch May 2010 - August 2011
Genworth Financial August 2005 - May 2010
GE 2001 - 2005
Skills
IT Strategy, Vendor Management, SDLC, Business Analysis, Enterprise Architecture, Requirements Analysis, SOA, IT Management, Solution Architecture, Process Improvement, Strategy, Disaster Recovery, Cloud Computing, Project Portfolio..., Business Intelligence
Education
Michigan State University 1984 — 1989
Bachelor of Science, Electrical Engineering
Dimple Patel's Loring Ward Experience 2005 - 2006
Job Sr. SQL Developer / Migration Specialist at Spafinder Wellness 365
Industry Financial Services
Experience
Spafinder Wellness 365 October 2014 - Present
XO Group Inc. July 2009 - September 2014
SunGard May 2008 - October 2008
Security Capital Assurance April 2006 - May 2008
LORING WARD 2005 - 2006
Loring Ward Group Inc. 2005 - 2006
Online Resources 2004 - 2005
Franklin Credit Management Corporation 2002 - 2003
Covance Inc 1997 - 2000
Skills
SSIS, Database Administration, Databases, T-SQL, SSRS, Microsoft SQL Server, SQL, IIS, Data Warehousing, Performance Tuning, ETL, Disaster Recovery, Data Modeling, Database Design, SDLC, Requirements Analysis, SQL Tuning, Quality Assurance
Education
University of Mumbai 1992 — 1995
B.Com
Mary Immaculate Girls High School, Kalina, Mumbai 1981 — 1990
High Shool
Spafinder Wellness 365 October 2014 - Present
XO Group Inc. July 2009 - September 2014
SunGard May 2008 - October 2008
Security Capital Assurance April 2006 - May 2008
LORING WARD 2005 - 2006
Loring Ward Group Inc. 2005 - 2006
Online Resources 2004 - 2005
Franklin Credit Management Corporation 2002 - 2003
Covance Inc 1997 - 2000
Skills
SSIS, Database Administration, Databases, T-SQL, SSRS, Microsoft SQL Server, SQL, IIS, Data Warehousing, Performance Tuning, ETL, Disaster Recovery, Data Modeling, Database Design, SDLC, Requirements Analysis, SQL Tuning, Quality Assurance
Education
University of Mumbai 1992 — 1995
B.Com
Mary Immaculate Girls High School, Kalina, Mumbai 1981 — 1990
High Shool
Jerry Lord's Loring Ward Experience 2012 - 2012
Job Desktop Architect / Senior Desktop Support
Industry Information Technology and Services
Experience
Marvell Semiconductor 2013 - Present
Loring Ward 2012 - 2012
National Semiconductor (now Texas Instruments) 2006 - 2012
Neoforma (now GHX) November 2003 - June 2006
West Marine January 2003 - October 2003
3Com March 1997 - November 2002
Books That Work September 1995 - February 1997
Anthem Electronics November 1992 - September 1995
Skills
Powershell, VBScript, BigFix, Radia, Software Deployment, WSUS, MDT, WDS, WMI, Citrix, Windows 7, Windows XP Pro, USMT, IBM Tivoli Endpoint..., Remote Desktop, Ghost Imaging, Desktop Deployment, PXE, Application Packaging, SCCM, WSH, Windows 8, Windows ADK, BitLocker, Windows, Windows Server, Hardware, Operating Systems, Windows 7 Migration, OS Migration, Troubleshooting, Computer Hardware, Technical Support, Data Center, Servers, Group Policy, Help Desk Support, Citrix Metaframe, Windows XP
Education
San Jose State University
Bachelor of Science (BS), Information Resources Management
Marvell Semiconductor 2013 - Present
Loring Ward 2012 - 2012
National Semiconductor (now Texas Instruments) 2006 - 2012
Neoforma (now GHX) November 2003 - June 2006
West Marine January 2003 - October 2003
3Com March 1997 - November 2002
Books That Work September 1995 - February 1997
Anthem Electronics November 1992 - September 1995
Skills
Powershell, VBScript, BigFix, Radia, Software Deployment, WSUS, MDT, WDS, WMI, Citrix, Windows 7, Windows XP Pro, USMT, IBM Tivoli Endpoint..., Remote Desktop, Ghost Imaging, Desktop Deployment, PXE, Application Packaging, SCCM, WSH, Windows 8, Windows ADK, BitLocker, Windows, Windows Server, Hardware, Operating Systems, Windows 7 Migration, OS Migration, Troubleshooting, Computer Hardware, Technical Support, Data Center, Servers, Group Policy, Help Desk Support, Citrix Metaframe, Windows XP
Education
San Jose State University
Bachelor of Science (BS), Information Resources Management
Eron Garcia's Loring Ward Experience March 2011 - May 2011
Job Tech & Gaming Industries Guy
Industry Computer Games
Experience
Apple March 2015 - Present
Self Employed May 2014 - Present
My.com September 2013 - May 2014
Electronic Arts April 2012 - April 2013
Electronic Arts June 2011 - March 2012
Loring Ward March 2011 - May 2011
Changyou.com (US) Inc. April 2010 - October 2010
Changyou.com (US) Inc. December 2009 - April 2010
Electronic Arts May 2008 - December 2009
Aeria Games & Entertainment September 2007 - April 2008
Skills
Competitive Analysis, Compliance, Video Games, MMO, Online Gaming, Product Management, Software Project..., Project Management, Video Game Production, Product Marketing, Marketing Copy, Copywriting, Copy Editing, Game Development, Computer Games, Localization, Free to Play, Console, Gameplay, Virtual Goods, Interactive..., Start-ups, DevTrack, Management, Developer Relations, Digital Distribution, Gaming Industry, Game Testing, Marketing, Editing, User Experience, Digital Media, PS3, Casual Games, Mobile Games, Social Games, Xbox 360, Monetization, Wii, Multiplayer, MMORPG
Education
University of California, Santa Cruz
Apple March 2015 - Present
Self Employed May 2014 - Present
My.com September 2013 - May 2014
Electronic Arts April 2012 - April 2013
Electronic Arts June 2011 - March 2012
Loring Ward March 2011 - May 2011
Changyou.com (US) Inc. April 2010 - October 2010
Changyou.com (US) Inc. December 2009 - April 2010
Electronic Arts May 2008 - December 2009
Aeria Games & Entertainment September 2007 - April 2008
Skills
Competitive Analysis, Compliance, Video Games, MMO, Online Gaming, Product Management, Software Project..., Project Management, Video Game Production, Product Marketing, Marketing Copy, Copywriting, Copy Editing, Game Development, Computer Games, Localization, Free to Play, Console, Gameplay, Virtual Goods, Interactive..., Start-ups, DevTrack, Management, Developer Relations, Digital Distribution, Gaming Industry, Game Testing, Marketing, Editing, User Experience, Digital Media, PS3, Casual Games, Mobile Games, Social Games, Xbox 360, Monetization, Wii, Multiplayer, MMORPG
Education
University of California, Santa Cruz
Louis Villeneuve's Loring Ward Experience 1996 - 1998
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities September 2011 - Present
Pavilion Investment House April 2011 - June 2011
Harrow Partners 2006 - June 2011
Assante Wealth Management 2006 - June 2006
Assante Wealth Management 1996 - 2006
Loring Ward 1996 - 1998
Royal Trust Comp 1986 - 1992
Skills
Wealth, Asset Allocation, Retirement, Investment Management, Portfolio Management, Strategic Financial..., Securities, Asset Managment, Financial Advisory, Equities, Financial Planners, Financial Services, Insurance, Trading, Asset Management, Finance, Personal Financial..., Bonds, Hedge Funds, Life Insurance, ETFs, Fixed Income
Education
Université de Montréal 1977 — 1981
Bachelor Science, Specilization Actuarial Science
RBC Dominion Securities September 2011 - Present
Pavilion Investment House April 2011 - June 2011
Harrow Partners 2006 - June 2011
Assante Wealth Management 2006 - June 2006
Assante Wealth Management 1996 - 2006
Loring Ward 1996 - 1998
Royal Trust Comp 1986 - 1992
Skills
Wealth, Asset Allocation, Retirement, Investment Management, Portfolio Management, Strategic Financial..., Securities, Asset Managment, Financial Advisory, Equities, Financial Planners, Financial Services, Insurance, Trading, Asset Management, Finance, Personal Financial..., Bonds, Hedge Funds, Life Insurance, ETFs, Fixed Income
Education
Université de Montréal 1977 — 1981
Bachelor Science, Specilization Actuarial Science
Marcus Beisel's Loring Ward Experience July 2014 - Present
Job Chief Marketing Officer at Loring Ward
Industry Investment Management
Experience
Loring Ward July 2014 - Present
Intuit March 2009 - December 2013
Wells Fargo & Co. 2005 - 2009
Wells Fargo Bank February 2002 - January 2005
Charles Schwab September 2000 - February 2002
Charles Schwab January 1998 - September 2000
Charles Schwab January 1993 - January 1998
Skills
Strategy, Financial Services, Strategic Partnerships, Business Strategy, Program Management, Executive Management, Business Development, Management, Leadership, Business Intelligence, Analytics, Process Improvement, Marketing Strategy, CRM, Product Management
Education
Northwestern University - Kellogg School of Management
Loring Ward July 2014 - Present
Intuit March 2009 - December 2013
Wells Fargo & Co. 2005 - 2009
Wells Fargo Bank February 2002 - January 2005
Charles Schwab September 2000 - February 2002
Charles Schwab January 1998 - September 2000
Charles Schwab January 1993 - January 1998
Skills
Strategy, Financial Services, Strategic Partnerships, Business Strategy, Program Management, Executive Management, Business Development, Management, Leadership, Business Intelligence, Analytics, Process Improvement, Marketing Strategy, CRM, Product Management
Education
Northwestern University - Kellogg School of Management
Jem Berke's Loring Ward Experience June 2003 - May 2006
Job Senior Director of Financial Strategy & Analysis at Dutch LLC (Joie / Equipment / Current Elliot)
Industry Apparel & Fashion
Experience
Dutch LLC (Joie / Equipment / Current Elliot) July 2014 - Present
Peter J. Solomon Company January 2012 - June 2014
Peter J. Solomon Company July 2008 - January 2012
Goldman Sachs June 2007 - August 2007
Loring Ward June 2003 - May 2006
Skills
Corporate Development, Valuation, Private Equity, Financial Modeling, Investment Banking, LBO, M&A experience, Mergers & Acquisitions, Due Diligence, Venture Capital, Corporate Finance, Emerging Markets, Hedge Funds, Equities, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1999 — 2003
BA, Economics
Dutch LLC (Joie / Equipment / Current Elliot) July 2014 - Present
Peter J. Solomon Company January 2012 - June 2014
Peter J. Solomon Company July 2008 - January 2012
Goldman Sachs June 2007 - August 2007
Loring Ward June 2003 - May 2006
Skills
Corporate Development, Valuation, Private Equity, Financial Modeling, Investment Banking, LBO, M&A experience, Mergers & Acquisitions, Due Diligence, Venture Capital, Corporate Finance, Emerging Markets, Hedge Funds, Equities, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1999 — 2003
BA, Economics
Eric Golberg, CFP®'s Loring Ward Experience June 2010 - November 2012
Job Business Manager
Industry Financial Services
Experience
Boulevard Management November 2012 - Present
Loring Ward June 2010 - November 2012
Bellatore August 2008 - May 2010
Nigro Karlin Segal & Feldstein LLP April 1997 - June 2007
Skills
Retail Banking, Loans, Mortgage Lending, Equity Research, Estate Planning, Life Insurance, Property & Casualty..., Accounting, Tax Advisory, Real Estate Transactions, Retirement Plan..., Investment Advisory
Education
Southern Utah University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
El Camino Real HS
Boulevard Management November 2012 - Present
Loring Ward June 2010 - November 2012
Bellatore August 2008 - May 2010
Nigro Karlin Segal & Feldstein LLP April 1997 - June 2007
Skills
Retail Banking, Loans, Mortgage Lending, Equity Research, Estate Planning, Life Insurance, Property & Casualty..., Accounting, Tax Advisory, Real Estate Transactions, Retirement Plan..., Investment Advisory
Education
Southern Utah University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
El Camino Real HS
Jeffrey Magnusson's Loring Ward Experience 2005 - 2006
Job Director at Natixis Finance
Industry Capital Markets
Experience
Natexis Finance Vice PresidentCiti Group2006 - 2007
Loring Ward 2005 - 2006
WestLB 2003 - 2005
JP Morgan Chase 1997 - 2003
Skills
Valuation, Derivatives, Equities, Capital Markets, Fixed Income, Financial Analysis, Financial Modeling, Private Equity, Finance, Corporate Finance, Banking, Risk Management, Asset Management
Education
The College of New Jersey 1992 — 1996
Natexis Finance Vice PresidentCiti Group2006 - 2007
Loring Ward 2005 - 2006
WestLB 2003 - 2005
JP Morgan Chase 1997 - 2003
Skills
Valuation, Derivatives, Equities, Capital Markets, Fixed Income, Financial Analysis, Financial Modeling, Private Equity, Finance, Corporate Finance, Banking, Risk Management, Asset Management
Education
The College of New Jersey 1992 — 1996
Koushik Biswas's Loring Ward Experience September 2012 - December 2013
Job Sr. IT Project Manager at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group December 2013 - Present
Loring Ward September 2012 - December 2013
Ness Technologies, Inc. June 2007 - December 2013
Cisco Systems January 2010 - September 2012
Thermo Fisher Scientific (Dionex Corp.) August 2009 - January 2010
JDS Uniphase February 2008 - August 2009
Google June 2007 - February 2008
Mahindra Satyam September 2006 - March 2007
Tata Cummins Limited, India 2002 - 2006
National Institute of Technology , India January 2003 - August 2004
Skills
Business Analysis, Systems Analysis, Oracle E-Business Suite, PL/SQL, XML, Business Process..., Business Process..., Scrum, Risk Management, Business Process..., Agile Project Management, Agile & Waterfall..., Oracle Applications, PMP, Oracle, SQL, SDLC, ERP, Visio, IT Strategy, Databases, Project Management, Integration, Business Intelligence, Software Development
Education
Stanford University
Statement of Accomplishment, Introduction to Databases
Stanford University
Statement of Accomplishment, Artificial Intelligence
University of California, Berkeley
Project Management
National Institute of Technology 1999 — 2002
Master in Computer Applications, Artificial Intelligence, Soft computing (Fuzzy Logic), DB
UnitedHealth Group December 2013 - Present
Loring Ward September 2012 - December 2013
Ness Technologies, Inc. June 2007 - December 2013
Cisco Systems January 2010 - September 2012
Thermo Fisher Scientific (Dionex Corp.) August 2009 - January 2010
JDS Uniphase February 2008 - August 2009
Google June 2007 - February 2008
Mahindra Satyam September 2006 - March 2007
Tata Cummins Limited, India 2002 - 2006
National Institute of Technology , India January 2003 - August 2004
Skills
Business Analysis, Systems Analysis, Oracle E-Business Suite, PL/SQL, XML, Business Process..., Business Process..., Scrum, Risk Management, Business Process..., Agile Project Management, Agile & Waterfall..., Oracle Applications, PMP, Oracle, SQL, SDLC, ERP, Visio, IT Strategy, Databases, Project Management, Integration, Business Intelligence, Software Development
Education
Stanford University
Statement of Accomplishment, Introduction to Databases
Stanford University
Statement of Accomplishment, Artificial Intelligence
University of California, Berkeley
Project Management
National Institute of Technology 1999 — 2002
Master in Computer Applications, Artificial Intelligence, Soft computing (Fuzzy Logic), DB
Alison Lutz's Loring Ward Experience September 2009 - Present
Job Conference & Event Manager at Loring Ward
Industry Financial Services
Experience
Loring Ward September 2009 - Present
Loring Ward May 2006 - September 2009
Virgin Trains January 2005 - January 2006
Skills
Management, Planning, Event Management, Mutual Funds, Marketing Communications, Marketing, Budgets, Logistics, Process Improvement
Education
Towson University 1999 — 2004
Bachelors, Communications
Towson University 1999 — 2004
Bachelor of Science (B.S.), Communications
Loring Ward September 2009 - Present
Loring Ward May 2006 - September 2009
Virgin Trains January 2005 - January 2006
Skills
Management, Planning, Event Management, Mutual Funds, Marketing Communications, Marketing, Budgets, Logistics, Process Improvement
Education
Towson University 1999 — 2004
Bachelors, Communications
Towson University 1999 — 2004
Bachelor of Science (B.S.), Communications
Margaret Xu's Loring Ward Experience 2008 - 2010
Job Senior Financial Analyst at BD
Industry Computer Networking
Experience
BD 2013 - Present
Equinix 2012 - 2013
Intermolecular 2011 - 2011
Loring Ward 2008 - 2010
Phoenix American 2006 - 2008
Skills
SOX, Fixed Assets, Reconciliation, Accounts Receivable, Financial Analysis, Excel, Accounting, Financial Planning, Microsoft Office, Forecasting, PowerPoint, Word, Internal Controls, Auditing, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Microsoft Excel
Education
Indiana University - Kelley School of Business
Sun Yat-Sen University
Master, Accounting
University of International Business and Economics
B.S., Accounting
BD 2013 - Present
Equinix 2012 - 2013
Intermolecular 2011 - 2011
Loring Ward 2008 - 2010
Phoenix American 2006 - 2008
Skills
SOX, Fixed Assets, Reconciliation, Accounts Receivable, Financial Analysis, Excel, Accounting, Financial Planning, Microsoft Office, Forecasting, PowerPoint, Word, Internal Controls, Auditing, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Microsoft Excel
Education
Indiana University - Kelley School of Business
Sun Yat-Sen University
Master, Accounting
University of International Business and Economics
B.S., Accounting
Jaswinder Panesar's Loring Ward Experience 2003 - 2005
Job Senior Consultant at Resolute Technology Soloutions
Industry Information Technology and Services
Experience
Wawanesa Insurance October 2011 - Present
Resolute Technology Solutions Inc. March 2007 - Present
Independent Consultant June 2006 - February 2007
National Leasing January 2006 - June 2006
Loring Ward 2003 - 2005
Assante 1999 - 2002
Skills
Systems Analysis, Business Analysis, Requirements Analysis, Application Development, Data Analysis, Software Development, Integration, Analysis, Visual Basic, Business Requirements, Software Documentation, Crystal Reports, Requirements Gathering, Business Process, Web Applications, Microsoft SQL Server
Education
Red River College 2010 — 2015
Technology Management Certificate, Information Technology
The University of Winnipeg 2010 — 2011
The Master Certificate in Business Analysis, Business Analysis
Advance Micro Design, Edmonton 2004 — 2004
Designing Business Solutions, Information Technology
Advance Micro Design, Edmonton 2003 — 2003
Gathering and Analyzing Business Requirements, Information Technology
Polar Bear, Winnipeg 2002 — 2002
Programming with Microsoft Visual Basic .NET, Application Development
Professional Development Group, Winnipeg 2002 — 2002
The Challenge of Leadership, Professional Development
Advance Micro Design, Edmonton 2001 — 2001
Optimizing SQL server 7.0, Database administrator
Red River College 1997 — 1999
Software Certificate Development Program, Information Technology
Punjabi University 1993 — 1995
B.A., Economics
Professional Computer Centre 1992 — 1992
Diploma in Computer Science, Information Technology
Wawanesa Insurance October 2011 - Present
Resolute Technology Solutions Inc. March 2007 - Present
Independent Consultant June 2006 - February 2007
National Leasing January 2006 - June 2006
Loring Ward 2003 - 2005
Assante 1999 - 2002
Skills
Systems Analysis, Business Analysis, Requirements Analysis, Application Development, Data Analysis, Software Development, Integration, Analysis, Visual Basic, Business Requirements, Software Documentation, Crystal Reports, Requirements Gathering, Business Process, Web Applications, Microsoft SQL Server
Education
Red River College 2010 — 2015
Technology Management Certificate, Information Technology
The University of Winnipeg 2010 — 2011
The Master Certificate in Business Analysis, Business Analysis
Advance Micro Design, Edmonton 2004 — 2004
Designing Business Solutions, Information Technology
Advance Micro Design, Edmonton 2003 — 2003
Gathering and Analyzing Business Requirements, Information Technology
Polar Bear, Winnipeg 2002 — 2002
Programming with Microsoft Visual Basic .NET, Application Development
Professional Development Group, Winnipeg 2002 — 2002
The Challenge of Leadership, Professional Development
Advance Micro Design, Edmonton 2001 — 2001
Optimizing SQL server 7.0, Database administrator
Red River College 1997 — 1999
Software Certificate Development Program, Information Technology
Punjabi University 1993 — 1995
B.A., Economics
Professional Computer Centre 1992 — 1992
Diploma in Computer Science, Information Technology
Sheldon McFarland's Loring Ward Experience September 2006 - Present
Job VP, Portfolio Strategy & Research at Loring Ward
Industry Financial Services
Experience
Loring Ward September 2006 - Present
Loring Ward Advisor Services 2001 - Present
Skills
Asset Allocation, Wealth Management, Accounting, Strategic Financial..., Portfolio Management, Investments, Morningstar Direct, Asset Management, Investment Strategies, Mutual Funds, Investment Management, Financial Advisory
Education
Santa Clara University 2010 — 2013
Master of Business Administration (MBA), Finance
Brigham Young University 1998 — 2000
Loring Ward September 2006 - Present
Loring Ward Advisor Services 2001 - Present
Skills
Asset Allocation, Wealth Management, Accounting, Strategic Financial..., Portfolio Management, Investments, Morningstar Direct, Asset Management, Investment Strategies, Mutual Funds, Investment Management, Financial Advisory
Education
Santa Clara University 2010 — 2013
Master of Business Administration (MBA), Finance
Brigham Young University 1998 — 2000
Alicia Temmerman, CIPM's Loring Ward Experience October 2010 - Present
Job Portfolio Analyst, Portfolio Strategies and Research
Industry Financial Services
Experience
Loring Ward October 2010 - Present
Skills
Series 7, Mutual Funds, Asset Allocation, Wealth Management, Portfolio Management, Microsoft Office, ETFs, Financial Analysis, Customer Service, Investment Advisory, Investments, Microsoft Excel
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Finance
Loring Ward October 2010 - Present
Skills
Series 7, Mutual Funds, Asset Allocation, Wealth Management, Portfolio Management, Microsoft Office, ETFs, Financial Analysis, Customer Service, Investment Advisory, Investments, Microsoft Excel
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Finance
Aimee Poquiz's Loring Ward Experience 2006 - 2007
Job Customer Success Manager, Global Enterprise Theater
Industry Information Technology and Services
Experience
Cisco Systems August 2008 - Present
The Mutual Fund Store 2007 - 2008
Loring Ward 2006 - 2007
E*TRADE Financial 2004 - 2006
E*TRADE Financial 1999 - 2004
Skills
Account Management, Sales, Investments, Customer Service, Series 7, Mutual Funds, Training, Portfolio Management, Series 63, Securities, SaaS, Customer Success
Education
University of Phoenix
Cisco Systems August 2008 - Present
The Mutual Fund Store 2007 - 2008
Loring Ward 2006 - 2007
E*TRADE Financial 2004 - 2006
E*TRADE Financial 1999 - 2004
Skills
Account Management, Sales, Investments, Customer Service, Series 7, Mutual Funds, Training, Portfolio Management, Series 63, Securities, SaaS, Customer Success
Education
University of Phoenix
Sophos Chu's Loring Ward Experience February 2000 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
Mercer March 2009 - Present
MDK Financial group December 2007 - August 2008
Loring Ward February 2000 - August 2007
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Credit
Education
San Francisco State University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Accounting, Finance, and Real Estate
Mercer March 2009 - Present
MDK Financial group December 2007 - August 2008
Loring Ward February 2000 - August 2007
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Credit
Education
San Francisco State University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Accounting, Finance, and Real Estate
Alex Prentice, CFP ®'s Loring Ward Experience Manager. Associate Regional DirectorLoring WardApril 2014 - Present
Job Advisor Relations Consultant
Industry Financial Services
Experience
Loring Ward Manager. Associate Regional DirectorLoring WardApril 2014 - Present
Loring Ward September 2006 - March 2014
Schwab Institutional January 1991 - January 2002
Charles Schwab & Co., Inc July 1985 - December 1990
Skills
Series 7, Investment Advisory, Asset Allocation, Wealth Management, Series 63, Mutual Funds, Asset Managment, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Series 65
Education
University of California, Santa Cruz 2010 — 2012
Personal Financial Planning
Humboldt State University 1972 — 1978
BA Biology
Loring Ward Manager. Associate Regional DirectorLoring WardApril 2014 - Present
Loring Ward September 2006 - March 2014
Schwab Institutional January 1991 - January 2002
Charles Schwab & Co., Inc July 1985 - December 1990
Skills
Series 7, Investment Advisory, Asset Allocation, Wealth Management, Series 63, Mutual Funds, Asset Managment, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Series 65
Education
University of California, Santa Cruz 2010 — 2012
Personal Financial Planning
Humboldt State University 1972 — 1978
BA Biology
Sheila A. Ryan's Loring Ward Experience May 2014 - Present
Job VP, Business Planning at Loring Ward
Industry Financial Services
Experience
Loring Ward May 2014 - Present
Abt Associates December 2013 - May 2014
Charles Schwab July 2011 - November 2013
Abt Associates July 2010 - July 2011
Bay State College January 2009 - May 2011
DMB Financial June 2009 - June 2010
The Colony Group August 2008 - April 2009
The Colony Group June 2007 - August 2008
Bear Stearns January 2007 - June 2007
Bear Stearns July 2005 - December 2006
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Mutual Funds, Asset Managment, Fixed Income, Investment Strategies, Securities, Teaching, Technology, Operations Management, IT Operations, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance and Accounting
Babson College 1997 — 2000
BS, Finance
Loring Ward May 2014 - Present
Abt Associates December 2013 - May 2014
Charles Schwab July 2011 - November 2013
Abt Associates July 2010 - July 2011
Bay State College January 2009 - May 2011
DMB Financial June 2009 - June 2010
The Colony Group August 2008 - April 2009
The Colony Group June 2007 - August 2008
Bear Stearns January 2007 - June 2007
Bear Stearns July 2005 - December 2006
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Mutual Funds, Asset Managment, Fixed Income, Investment Strategies, Securities, Teaching, Technology, Operations Management, IT Operations, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance and Accounting
Babson College 1997 — 2000
BS, Finance
Clayton Bittner's Loring Ward Experience 1998 - 2000
Job Vice President, Canadian Equities at GreatWest Life
Industry Financial Services
Experience
Great-West Life December 2006 - Present
Investors Group 2000 - 2006
Loring Ward 1998 - 2000
BMO Nesbitt Burns 1997 - 1998
Investors Group 1995 - 1997
Skills
Portfolio Management, Mutual Funds, Equities, Asset Management, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Financial Planning, Corporate Finance, Analysis, Wealth Management, Due Diligence, Bloomberg, Valuation, Financial Management, Banking, Mergers, Forecasting, Accounting, Strategic Planning, Business Strategy, Business Analysis, Economics, Compliance, Management Consulting, Market Research, Excel, Research, Financial Accounting, Capital Markets, Business Valuation, Strategic Financial..., Mergers & Acquisitions, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Manitoba 1993 — 1997
Bachelor of Commerce, Finance & Marketing
Silver Heights Collegiate 1987 — 1990
Great-West Life December 2006 - Present
Investors Group 2000 - 2006
Loring Ward 1998 - 2000
BMO Nesbitt Burns 1997 - 1998
Investors Group 1995 - 1997
Skills
Portfolio Management, Mutual Funds, Equities, Asset Management, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Financial Planning, Corporate Finance, Analysis, Wealth Management, Due Diligence, Bloomberg, Valuation, Financial Management, Banking, Mergers, Forecasting, Accounting, Strategic Planning, Business Strategy, Business Analysis, Economics, Compliance, Management Consulting, Market Research, Excel, Research, Financial Accounting, Capital Markets, Business Valuation, Strategic Financial..., Mergers & Acquisitions, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Manitoba 1993 — 1997
Bachelor of Commerce, Finance & Marketing
Silver Heights Collegiate 1987 — 1990
Dan Hoeck's Loring Ward Experience March 2010 - March 2013
Job Associate Ecommerce Product Manager at Esurance
Industry Internet
Experience
Esurance March 2015 - Present
Stealth Mode Startup May 2014 - February 2015
SocLyfe (Pix) March 2013 - May 2014
Loring Ward March 2010 - March 2013
Loring Ward September 2009 - March 2010
Smith Barney July 2008 - April 2009
Scottrade April 2007 - July 2008
Cushman & Wakefield June 2006 - September 2006
TeleSoft Partners June 2005 - September 2005
Skills
Portfolio Management, Series 7, Asset Allocation, Management, Analysis, Investments, Investment Advisory, Analytics, Investment Strategies, Business Development, Financial Advisory, Wealth Management, Asset Management, Mutual Funds, Fixed Income, Equities, Alternative Investments, Valuation, DCF Valuation, Equity Research, Equity Valuation, Capital Markets, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Writing, Data Analysis, Balsamiq Mockups, HTML 5, Product Management, Product Development, Agile Methodologies
Education
University of California, Davis 2002 — 2006
Bachelor of Arts (B.A.), Economics
Esurance March 2015 - Present
Stealth Mode Startup May 2014 - February 2015
SocLyfe (Pix) March 2013 - May 2014
Loring Ward March 2010 - March 2013
Loring Ward September 2009 - March 2010
Smith Barney July 2008 - April 2009
Scottrade April 2007 - July 2008
Cushman & Wakefield June 2006 - September 2006
TeleSoft Partners June 2005 - September 2005
Skills
Portfolio Management, Series 7, Asset Allocation, Management, Analysis, Investments, Investment Advisory, Analytics, Investment Strategies, Business Development, Financial Advisory, Wealth Management, Asset Management, Mutual Funds, Fixed Income, Equities, Alternative Investments, Valuation, DCF Valuation, Equity Research, Equity Valuation, Capital Markets, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Writing, Data Analysis, Balsamiq Mockups, HTML 5, Product Management, Product Development, Agile Methodologies
Education
University of California, Davis 2002 — 2006
Bachelor of Arts (B.A.), Economics
Danny Taubenfeld, CPA's Loring Ward Experience January 2000 - December 2005
Job President at Bluestone Financial Group
Industry Accounting
Experience
Bluestone Financial Group January 2006 - Present
Loring Ward January 2000 - December 2005
KR and Associates, LLP November 1992 - December 1999
Deloitte September 1989 - November 1992
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
Masters in Taxation, Taxation
University of Miami - School of Business 1985 — 1988
BBA in Accounting, Taxation
Bluestone Financial Group January 2006 - Present
Loring Ward January 2000 - December 2005
KR and Associates, LLP November 1992 - December 1999
Deloitte September 1989 - November 1992
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
Masters in Taxation, Taxation
University of Miami - School of Business 1985 — 1988
BBA in Accounting, Taxation
Beth Brigadier's Loring Ward Experience November 2009 - Present
Job at Loring Ward
Industry Financial Services
Experience
Loring Ward November 2009 - Present
Bellatore September 2007 - October 2009
Pacific Advisors September 2005 - September 2007
Frontier Infiniti August 2003 - September 2005
Skills
Wealth Management, Asset Allocation, Finance, Portfolio Management, Mutual Funds, Series 7, Investments, Strategic Financial..., Asset Management, Investment Advisory, Securities, Retirement Planning, Investment Management, Series 63
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Business Administration
Loring Ward November 2009 - Present
Bellatore September 2007 - October 2009
Pacific Advisors September 2005 - September 2007
Frontier Infiniti August 2003 - September 2005
Skills
Wealth Management, Asset Allocation, Finance, Portfolio Management, Mutual Funds, Series 7, Investments, Strategic Financial..., Asset Management, Investment Advisory, Securities, Retirement Planning, Investment Management, Series 63
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Business Administration
Bertram Elishaw's Loring Ward Experience December 2005 - December 2006
Job IT Manager at Hahn & Hahn LLP
Industry Information Technology and Services
Experience
Hahn & Hahn LLP December 2013 - Present
Mitchell Silberberg & Knupp LLP December 2012 - December 2013
SulmeyerKupetz December 2010 - October 2012
Greenberg Glusker January 2007 - May 2010
Latham & Watkins 2010 - 2010
Loring Ward December 2005 - December 2006
Buchalter Nemer October 2000 - June 2004
Skills
Active Directory, Windows Server, Disaster Recovery, VMware, Backup Exec, Blackberry Enterprise..., Microsoft Exchange, Autonomy iManage, Office 365, Microsoft Licensing, Scripting, ShoreTel, Microsoft Office, IT Project Management, IT Department Management
Education
DeVry Institute of Technology 1986 — 1989
Bachelor's Degree, Computer Information Systems, 3.4 GPA
Hahn & Hahn LLP December 2013 - Present
Mitchell Silberberg & Knupp LLP December 2012 - December 2013
SulmeyerKupetz December 2010 - October 2012
Greenberg Glusker January 2007 - May 2010
Latham & Watkins 2010 - 2010
Loring Ward December 2005 - December 2006
Buchalter Nemer October 2000 - June 2004
Skills
Active Directory, Windows Server, Disaster Recovery, VMware, Backup Exec, Blackberry Enterprise..., Microsoft Exchange, Autonomy iManage, Office 365, Microsoft Licensing, Scripting, ShoreTel, Microsoft Office, IT Project Management, IT Department Management
Education
DeVry Institute of Technology 1986 — 1989
Bachelor's Degree, Computer Information Systems, 3.4 GPA
Elliot Brandt's Loring Ward Experience May 2011 - August 2011
Job Operations Financial Analyst at Amazon Production Planning Team
Industry Logistics and Supply Chain
Experience
Amazon June 2012 - Present
Loring Ward May 2011 - August 2011
NFL Players Assoc of Chicago May 2010 - July 2010
CBS Sports Television October 2006 - September 2009
CITI INSTITUTIONAL CONSULTING May 2008 - August 2008
Education
Purdue University - Krannert School of Management 2007 — 2012
Bachelor of Science, Major - Accounting; Business Management. Concentration - Finance
Amazon June 2012 - Present
Loring Ward May 2011 - August 2011
NFL Players Assoc of Chicago May 2010 - July 2010
CBS Sports Television October 2006 - September 2009
CITI INSTITUTIONAL CONSULTING May 2008 - August 2008
Education
Purdue University - Krannert School of Management 2007 — 2012
Bachelor of Science, Major - Accounting; Business Management. Concentration - Finance
sophos chu's Loring Ward Experience February 2000 - August 2007
Job Corporate Trust Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
Mercer March 2009 - April 2013
MDK Financial December 2007 - August 2008
Loring Ward February 2000 - August 2007
Skills
Employee Benefits, Health Insurance, Human Resources, Insurance, Employee Relations, Microsoft Excel, Customer Service, Microsoft Office, Outlook, Team Management, Data Analysis, PowerPoint, Microsoft Word
Education
San Francisco State University 1991 — 1994
Accounting, Finance, and Real Estate
BNY Mellon April 2013 - Present
Mercer March 2009 - April 2013
MDK Financial December 2007 - August 2008
Loring Ward February 2000 - August 2007
Skills
Employee Benefits, Health Insurance, Human Resources, Insurance, Employee Relations, Microsoft Excel, Customer Service, Microsoft Office, Outlook, Team Management, Data Analysis, PowerPoint, Microsoft Word
Education
San Francisco State University 1991 — 1994
Accounting, Finance, and Real Estate
Charles Schemmel's Loring Ward Experience February 2010 - Present
Job Project Manager, Advisor Relations at Loring Ward
Industry Investment Management
Experience
Loring Ward February 2010 - Present
Education
Santa Clara University - Leavey School of Business 1993 — 1995
MBA
San Jose State University 1982 — 1985
Loring Ward February 2010 - Present
Education
Santa Clara University - Leavey School of Business 1993 — 1995
MBA
San Jose State University 1982 — 1985
Chris Odfina's Loring Ward Experience February 2012 - August 2014
Job Systems and Process Manager at Pure Storage
Industry Computer Software
Experience
Pure Storage August 2014 - Present
Loring Ward February 2012 - August 2014
Great Wave Technologies September 2010 - February 2012
Okaasan and Me April 2010 - July 2010
Outsourcing Solutions and Services June 2006 - August 2009
FonSquare May 2009 - July 2009
Skills
C++, Java, Cloud Computing, Salesforce.com, Japanese Language..., Japanese, Testing, Technical Support, Troubleshooting, Force.com, Integration, Microsoft Excel, PowerPoint, Project Management, Enterprise Software, SaaS, CRM, Microsoft Office
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bellarmine College Preparatory
High School
Santa Clara University
Bachelors of Science, Operations Management and Information systems
Pure Storage August 2014 - Present
Loring Ward February 2012 - August 2014
Great Wave Technologies September 2010 - February 2012
Okaasan and Me April 2010 - July 2010
Outsourcing Solutions and Services June 2006 - August 2009
FonSquare May 2009 - July 2009
Skills
C++, Java, Cloud Computing, Salesforce.com, Japanese Language..., Japanese, Testing, Technical Support, Troubleshooting, Force.com, Integration, Microsoft Excel, PowerPoint, Project Management, Enterprise Software, SaaS, CRM, Microsoft Office
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bellarmine College Preparatory
High School
Santa Clara University
Bachelors of Science, Operations Management and Information systems
Michael Ozburn, CFP®'s Loring Ward Experience March 2014 - Present
Job Regional Director at Loring Ward
Industry Financial Services
Experience
Loring Ward March 2014 - Present
CNL Securities Corp. July 2012 - March 2014
Wells Real Estate Funds February 2011 - June 2012
Wells Real Estate Funds July 2002 - February 2011
Wells Real Estate Funds January 1999 - July 2002
Merrill Lynch January 1997 - May 1998
Skills
Leadership
Education
Florida State University 1992 — 1996
Bachelor of Science (BS), Economics
University of Georgia - Terry College of Business 2006 — 2007
Certificate of Financial Planning
Loring Ward March 2014 - Present
CNL Securities Corp. July 2012 - March 2014
Wells Real Estate Funds February 2011 - June 2012
Wells Real Estate Funds July 2002 - February 2011
Wells Real Estate Funds January 1999 - July 2002
Merrill Lynch January 1997 - May 1998
Skills
Leadership
Education
Florida State University 1992 — 1996
Bachelor of Science (BS), Economics
University of Georgia - Terry College of Business 2006 — 2007
Certificate of Financial Planning
Glenn Chiou's Loring Ward Experience September 2011 - March 2015
Job Renewals Manager, Customer Success at Zuora, Certified PMP
Industry Computer Software
Experience
Zuora March 2015 - Present
Loring Ward September 2011 - March 2015
California Bank & Trust July 2009 - August 2011
Caterpillar Inc. May 2008 - August 2008
Skills
Financial Analysis, Business Development, Salesforce.com, Relationship Management, Project Management, Program Management, PMP, Production Management, Change Management, Process Improvement, Innovation Development, Wealth Management..., Marketing Communications, Marketing Strategy, Vendor Management, Web Development, Web Content Management, Enterprise Content..., Document Managment, Big Data, Marketo, Eloqua, Box.com, QuickBase, Microsoft Project, SharePoint, Microsoft Excel, PowerPoint, Pricing, Financial Reporting, SurveyMonkey, Business Strategy, Banking, Finance, Management, Billing Systems, Billing, ERP
Education
Purdue University 2004 — 2008
Bachelors Science, Business Management, Finance, International Business
上智大学 / Sophia University 2006 — 2007
One year study abroad student.
Zuora March 2015 - Present
Loring Ward September 2011 - March 2015
California Bank & Trust July 2009 - August 2011
Caterpillar Inc. May 2008 - August 2008
Skills
Financial Analysis, Business Development, Salesforce.com, Relationship Management, Project Management, Program Management, PMP, Production Management, Change Management, Process Improvement, Innovation Development, Wealth Management..., Marketing Communications, Marketing Strategy, Vendor Management, Web Development, Web Content Management, Enterprise Content..., Document Managment, Big Data, Marketo, Eloqua, Box.com, QuickBase, Microsoft Project, SharePoint, Microsoft Excel, PowerPoint, Pricing, Financial Reporting, SurveyMonkey, Business Strategy, Banking, Finance, Management, Billing Systems, Billing, ERP
Education
Purdue University 2004 — 2008
Bachelors Science, Business Management, Finance, International Business
上智大学 / Sophia University 2006 — 2007
One year study abroad student.
Melissa Yeoh's Loring Ward Experience 2010 - Present
Job Vice President, Strategic Planning at Loring Ward
Industry Investment Management
Experience
Loring Ward 2010 - Present
Loring Ward 2010 - August 2010
Loring Ward 2007 - March 2010
Loring Ward March 2004 - 2007
Education
University of California, Davis 1999 — 2003
BA, Economics
University of California, Davis 1999 — 2003
BA, Communications
Loring Ward 2010 - Present
Loring Ward 2010 - August 2010
Loring Ward 2007 - March 2010
Loring Ward March 2004 - 2007
Education
University of California, Davis 1999 — 2003
BA, Economics
University of California, Davis 1999 — 2003
BA, Communications
Andrea (Rhea) Festejo's Loring Ward Experience November 2005 - June 2007
Job Client Engagement
Industry Consumer Services
Experience
Genentech April 2013 - March 2014
Loring Ward November 2005 - June 2007
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (B.A.), Business Economics and Minor in Global Studies
James Logan High School 1996 — 2000
Genentech April 2013 - March 2014
Loring Ward November 2005 - June 2007
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (B.A.), Business Economics and Minor in Global Studies
James Logan High School 1996 — 2000
Eric Kohlmeister's Loring Ward Experience June 2011 - Present
Job Client Service Specialist at Loring Ward
Industry Financial Services
Experience
Loring Ward June 2011 - Present
Charles Schwab Financial Product Services October 1999 - July 2011
Franklin Templeton Mutual Funds January 1998 - October 1999
Skills
Mutual Funds, Alternative Investments, Securities, Investments, Series 7, Wealth Management, Investment Advisory, Series 63, Retirement Planning, Asset Allocation, Financial Services
Education
San Francisco State University 1996 — 2001
Bachelors of Arts, History
Loring Ward June 2011 - Present
Charles Schwab Financial Product Services October 1999 - July 2011
Franklin Templeton Mutual Funds January 1998 - October 1999
Skills
Mutual Funds, Alternative Investments, Securities, Investments, Series 7, Wealth Management, Investment Advisory, Series 63, Retirement Planning, Asset Allocation, Financial Services
Education
San Francisco State University 1996 — 2001
Bachelors of Arts, History
Mary McCraw, CFP®'s Loring Ward Experience 2004 - 2008
Job Associate Planner at The Arkansas Financial Group, Inc.
Industry Financial Services
Experience
The Arkansas Financial Group, Inc. November 2008 - Present
Loring Ward 2004 - 2008
Financial Decisions Institute 2003 - 2004
Dream Achieve 2001 - 2002
Education
University of North Texas 2000 — 2002
BBA, Finance, Financial Planning Track
The Arkansas Financial Group, Inc. November 2008 - Present
Loring Ward 2004 - 2008
Financial Decisions Institute 2003 - 2004
Dream Achieve 2001 - 2002
Education
University of North Texas 2000 — 2002
BBA, Finance, Financial Planning Track
Andrew Celaya's Loring Ward Experience 2015 - Present
Job Marketing Operations Specialist at Loring Ward
Industry
Experience
Loring Ward 2015 - Present
Gravity Point September 2010 - November 2014
Skills
Salesforce.com, Silverpop, Microsoft Dynamics, Marketo, Eloqua, Apex Data Loader, Demand Generation, SaaS, Sales Enablement
Education
De Anza College 2008 — 2011
Justices Studies, Administration of Justice
Loring Ward 2015 - Present
Gravity Point September 2010 - November 2014
Skills
Salesforce.com, Silverpop, Microsoft Dynamics, Marketo, Eloqua, Apex Data Loader, Demand Generation, SaaS, Sales Enablement
Education
De Anza College 2008 — 2011
Justices Studies, Administration of Justice
Alex Prentice, CFP's Loring Ward Experience September 2006 - Present
Job Sr. Advisor Relations Consultant at Loring Ward
Industry Financial Services
Experience
Loring Ward September 2006 - Present
Schwab Institutional January 1992 - January 2002
Charles Schwab July 1985 - December 1991
Skills
New Business Development, Financial Advisory, Financial Planning
Education
University of California, Santa Cruz 2009 — 2011
Certificate, Personal Financial Planning
Humboldt State University
BA Biology, Natural Resources
University of Hawaii at Manoa
Natural Resources
Loring Ward September 2006 - Present
Schwab Institutional January 1992 - January 2002
Charles Schwab July 1985 - December 1991
Skills
New Business Development, Financial Advisory, Financial Planning
Education
University of California, Santa Cruz 2009 — 2011
Certificate, Personal Financial Planning
Humboldt State University
BA Biology, Natural Resources
University of Hawaii at Manoa
Natural Resources
Daryl G. Regenauer's Loring Ward Experience June 2004 - August 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2011 - Present
Hatteras Funds December 2009 - August 2011
Global Wealth Advantage, LLC September 2007 - December 2009
Loring Ward June 2004 - August 2007
ING Funds June 1999 - May 2004
Wheat First Butcher Singer January 1992 - May 1999
Skills
Investments, Retirement Planning, Alternative Investments, Investment Strategies, Mutual Funds, Asset Allocation, Securities, Uniform Combined State..., Investment Planning
Education
University of Kentucky 1986 — 1990
BBA, Business Finance
Eastern Kentucky University 1986 — 1987
Wells Fargo Advisors, LLC September 2011 - Present
Hatteras Funds December 2009 - August 2011
Global Wealth Advantage, LLC September 2007 - December 2009
Loring Ward June 2004 - August 2007
ING Funds June 1999 - May 2004
Wheat First Butcher Singer January 1992 - May 1999
Skills
Investments, Retirement Planning, Alternative Investments, Investment Strategies, Mutual Funds, Asset Allocation, Securities, Uniform Combined State..., Investment Planning
Education
University of Kentucky 1986 — 1990
BBA, Business Finance
Eastern Kentucky University 1986 — 1987
Alvin Martinez's Loring Ward Experience December 2013 - Present
Job Account Associate at Loring Ward
Industry Investment Management
Experience
Loring Ward December 2013 - Present
Cetera Financial Group August 2012 - November 2013
Pacific Coast Building Products September 2010 - August 2011
Chevron May 2008 - May 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Problem Solving, Data Analysis, Communication, Refinery, Risk Management, Finance, Computers, Reports, Insurance, Leadership, Highly Dedicated, Team Management, Fast Learner, Exceptional Listener, Motivated self-starter, PowerPoint
Education
California State University-Sacramento 2010 — 2012
BS, Finance
Loring Ward December 2013 - Present
Cetera Financial Group August 2012 - November 2013
Pacific Coast Building Products September 2010 - August 2011
Chevron May 2008 - May 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Problem Solving, Data Analysis, Communication, Refinery, Risk Management, Finance, Computers, Reports, Insurance, Leadership, Highly Dedicated, Team Management, Fast Learner, Exceptional Listener, Motivated self-starter, PowerPoint
Education
California State University-Sacramento 2010 — 2012
BS, Finance
Megan Costa's Loring Ward Experience July 2014 - Present
Job HR Admin Assistant at Loring Ward
Industry Financial Services
Experience
Loring Ward July 2014 - Present
AppleOne Employment Services September 2013 - July 2014
Palo Alto Staffing Services July 2013 - August 2013
Williams-Sonoma September 2006 - July 2013
Skills
Community, Written and Verbal..., Taking Direction, Setting up displays, Sales, Positive Can-do Attitude, Creative Writing, Store Operations, Cashiering, Store Management, Retail Sales, Human Resources, Customer Service, Time Management, Data Entry, Visual Merchandising, Management, Loss Prevention, Interviews
Education
San Jose State University 2009 — 2011
Bachelor of Arts (BA), English Literature (British and Commonwealth)
San Jose City College 2006 — 2009
Loring Ward July 2014 - Present
AppleOne Employment Services September 2013 - July 2014
Palo Alto Staffing Services July 2013 - August 2013
Williams-Sonoma September 2006 - July 2013
Skills
Community, Written and Verbal..., Taking Direction, Setting up displays, Sales, Positive Can-do Attitude, Creative Writing, Store Operations, Cashiering, Store Management, Retail Sales, Human Resources, Customer Service, Time Management, Data Entry, Visual Merchandising, Management, Loss Prevention, Interviews
Education
San Jose State University 2009 — 2011
Bachelor of Arts (BA), English Literature (British and Commonwealth)
San Jose City College 2006 — 2009
Kayleen Nguyen's Loring Ward Experience May 2015 - Present
Job Financial Planning & Analysis at CareFusion
Industry Medical Devices
Experience
Loring Ward May 2015 - Present
CareFusion August 2012 - January 2015
CareFusion December 2008 - August 2012
Cardinal Health June 2006 - December 2008
Skills
Highly detail oriented, Highly motivated..., Accounts Receivable, Variance Analysis, Delivering Results, Exceptionally well..., Multi Tasking, Solid computer skills, SAP Business System, Oracles, IDS- Information..., PAR- Product,..., Problem Solving, Financial Analysis, SAP, Forecasting, Medical Devices
Education
Cal State San Marcos 2004 — 2006
Bachelor's degree, Accounting and Finance
Mesa Community College
Associate of Science (A.S.), Business/Commerce, General
Loring Ward May 2015 - Present
CareFusion August 2012 - January 2015
CareFusion December 2008 - August 2012
Cardinal Health June 2006 - December 2008
Skills
Highly detail oriented, Highly motivated..., Accounts Receivable, Variance Analysis, Delivering Results, Exceptionally well..., Multi Tasking, Solid computer skills, SAP Business System, Oracles, IDS- Information..., PAR- Product,..., Problem Solving, Financial Analysis, SAP, Forecasting, Medical Devices
Education
Cal State San Marcos 2004 — 2006
Bachelor's degree, Accounting and Finance
Mesa Community College
Associate of Science (A.S.), Business/Commerce, General
Ashley Bartolo's Loring Ward Experience March 2013 - Present
Job New Accounts Specialist at Loring Ward
Industry Investment Management
Experience
Loring Ward March 2013 - Present
Loring Ward February 2012 - February 2013
Club One April 2008 - February 2012
Loring Ward August 2011 - January 2012
Club One August 2010 - January 2011
Education
San Jose State University 2008 — 2011
Bachelor of Science (B.S.), Nutrition Sciences
Evergreen Valley College 2005 — 2007
Associate of Science (A.S.), California University Studies
Loring Ward March 2013 - Present
Loring Ward February 2012 - February 2013
Club One April 2008 - February 2012
Loring Ward August 2011 - January 2012
Club One August 2010 - January 2011
Education
San Jose State University 2008 — 2011
Bachelor of Science (B.S.), Nutrition Sciences
Evergreen Valley College 2005 — 2007
Associate of Science (A.S.), California University Studies
Aiden Ho's Loring Ward Experience August 2015 - Present
Job Portfolio, Strategy, and Research Intern at Loring Ward
Industry
Experience
Loring Ward August 2015 - Present
Course Hero 2014 - 2014
Subway 2013 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, R, Data Analysis, Time Management
Education
Santa Clara University - Leavey School of Business 2013 — 2017
Bachelor of Science (B.S.), Finance, Economics, Minor in Mathematics and Management and Information Systems (MIS), Major: 4.00, Cumulative: 3.96
The King's Academy 2009 — 2013
High School
Loring Ward August 2015 - Present
Course Hero 2014 - 2014
Subway 2013 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, R, Data Analysis, Time Management
Education
Santa Clara University - Leavey School of Business 2013 — 2017
Bachelor of Science (B.S.), Finance, Economics, Minor in Mathematics and Management and Information Systems (MIS), Major: 4.00, Cumulative: 3.96
The King's Academy 2009 — 2013
High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY