LPL Financial
Industry: Financial services company
DescriptionLPL Financial LLC is the largest independent broker-dealer in the United States. As of 2017 the company had more than 15,000 financial advisors, over $615 billion in advisory & brokerage assets, and generated approximately $4.2 billion in annual revenue for the 2017 fiscal year. Headquarters: Boston, Massachusetts, United States CEO: Dan Arnold (Jan 2017–) Subsidiaries: AdvisoryWorld, Inc., LINSCO PRIVATE LEDGER CORP, Private Trust Co, Fortigent Holdings Company, Inc. Parent organization: LPL Financial Holdings Inc
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3,941 LPL Financial employees in database. Find out everything there's to know about LPL Financial 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.
LPL Financial Employees
Employee
Years
Job
Industry
Corey Cacananta Corey Cacananta's LPL Financial Experience May 2014 - Present
Job Associate Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
LPL Financial May 2013 - Present
LPL Financial January 2011 - May 2013
Skills
Microsoft Excel, Microsoft Office, Business Analysis, PowerPoint, Financial Analysis, Financial Services
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Arts (B.A.), International Economics
LPL Financial May 2014 - Present
LPL Financial May 2013 - Present
LPL Financial January 2011 - May 2013
Skills
Microsoft Excel, Microsoft Office, Business Analysis, PowerPoint, Financial Analysis, Financial Services
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Arts (B.A.), International Economics
Steve Ayala Steve Ayala's LPL Financial Experience 2010 - March 2014
Job Senior Vice President at Outpost International
Industry Executive Office
Experience
Outpost International June 2015 - Present
SA Consulting March 2014 - June 2015
LPL Financial 2010 - March 2014
LPL Financial 2008 - 2010
LPL Financial 2006 - 2008
LPL Financial 2000 - 2006
LPL Financial 1990 - 2000
Education
San Diego State University-California State University
Bachelor's of Science, Finance
Outpost International June 2015 - Present
SA Consulting March 2014 - June 2015
LPL Financial 2010 - March 2014
LPL Financial 2008 - 2010
LPL Financial 2006 - 2008
LPL Financial 2000 - 2006
LPL Financial 1990 - 2000
Education
San Diego State University-California State University
Bachelor's of Science, Finance
Arthur Hodges IV, MBA Arthur Hodges IV, MBA's LPL Financial Experience March 2012 - July 2013
Job Assistant Management Analyst City of San Diego
Industry Government Administration
Experience
City of San Diego August 2015 - Present
City of San Diego February 2015 - August 2015
City of Coronado July 2013 - January 2015
LPL Financial March 2012 - July 2013
San Diego Cardiac Center August 2010 - March 2012
Redbox January 2010 - April 2011
South Bay Christian Academy September 2006 - June 2009
Mission Federal Credit Union February 2004 - July 2006
Tender Loving Care Pre-School January 2004 - May 2004
Point Loma Credit Union April 2003 - February 2004
Skills
QuickBooks, Account Reconciliation, Accounts Payable, Accounting, Accounts Receivable, Payroll, Cash Management, Bookkeeping, Journal Entries, Customer Service, Bank Reconciliation, Time Management, Banking
Education
University of Phoenix 2011 — 2013
Masters, Business Administration (Accounting)
San Diego State University-California State University 2002 — 2006
Bachelors, Business Administration (Financial Services)
City of San Diego August 2015 - Present
City of San Diego February 2015 - August 2015
City of Coronado July 2013 - January 2015
LPL Financial March 2012 - July 2013
San Diego Cardiac Center August 2010 - March 2012
Redbox January 2010 - April 2011
South Bay Christian Academy September 2006 - June 2009
Mission Federal Credit Union February 2004 - July 2006
Tender Loving Care Pre-School January 2004 - May 2004
Point Loma Credit Union April 2003 - February 2004
Skills
QuickBooks, Account Reconciliation, Accounts Payable, Accounting, Accounts Receivable, Payroll, Cash Management, Bookkeeping, Journal Entries, Customer Service, Bank Reconciliation, Time Management, Banking
Education
University of Phoenix 2011 — 2013
Masters, Business Administration (Accounting)
San Diego State University-California State University 2002 — 2006
Bachelors, Business Administration (Financial Services)
Tom Croxton Tom Croxton's LPL Financial Experience June 2010 - February 2013
Job Vice President, Business Development & Integration at THE Financial Services NETWORK
Industry Financial Services
Experience
THE Financial Services NETWORK March 2013 - Present
LPL Financial June 2010 - February 2013
LPL Financial January 2008 - July 2010
LPL Financial January 2006 - January 2008
Skills
Investments, Philanthropy, Foundations, Estate Planning, Research, Insurance, Service Operation, Wealth Management, Asset Allocation, Alternative Investments
Education
San Diego State University-California State University 2001 — 2005
Bachelor's degree, Financial Planning and Services
THE Financial Services NETWORK March 2013 - Present
LPL Financial June 2010 - February 2013
LPL Financial January 2008 - July 2010
LPL Financial January 2006 - January 2008
Skills
Investments, Philanthropy, Foundations, Estate Planning, Research, Insurance, Service Operation, Wealth Management, Asset Allocation, Alternative Investments
Education
San Diego State University-California State University 2001 — 2005
Bachelor's degree, Financial Planning and Services
Andrea Recio Andrea Recio's LPL Financial Experience February 2006 - February 2008
Job Accounting Manager at Western Installation and Logistics
Industry Retail
Experience
Western Installation and Logistics May 2012 - Present
Pinnacle Family of Companies February 2008 - July 2010
LPL Financial February 2006 - February 2008
Skills
Accounts Payable, Accounts Receivable, Payroll, Bookkeeping, Auditing, Microsoft Excel, QuickBooks, Yardi, Microsoft Office, Microsoft Word, Adobe Acrobat, Dreamweaver, PowerPoint, Adobe Creative Suite, Corporate Website..., Filing, FICA, Davis Bacon, Maintenance Management, New Account Management, Morningstar, Billing Process, Client Billing, Cloud Applications, Client Confidentiality, Client Correspondence, Making Coffee, FINRA, Notary Public, Non-profit...
Education
San Diego Mesa College
Accounting and Finance
Western Installation and Logistics May 2012 - Present
Pinnacle Family of Companies February 2008 - July 2010
LPL Financial February 2006 - February 2008
Skills
Accounts Payable, Accounts Receivable, Payroll, Bookkeeping, Auditing, Microsoft Excel, QuickBooks, Yardi, Microsoft Office, Microsoft Word, Adobe Acrobat, Dreamweaver, PowerPoint, Adobe Creative Suite, Corporate Website..., Filing, FICA, Davis Bacon, Maintenance Management, New Account Management, Morningstar, Billing Process, Client Billing, Cloud Applications, Client Confidentiality, Client Correspondence, Making Coffee, FINRA, Notary Public, Non-profit...
Education
San Diego Mesa College
Accounting and Finance
Hillary Jones Hillary Jones's LPL Financial Experience January 2014 - June 2014
Job Sales Analyst at Lytx Inc.
Industry Marketing and Advertising
Experience
Lytx Inc. June 2015 - Present
Sunglass Hut July 2014 - Present
Manpower April 2015 - June 2015
Platypus Inc. September 2014 - December 2014
ADP July 2014 - September 2014
LPL Financial January 2014 - June 2014
ForwardMetrics May 2012 - July 2013
San Diego State University Student Fund June 2011 - August 2011
Western Springs Service Club May 2008 - August 2010
Elite Fitness & Gym October 2008 - May 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, MATLAB, Maple, Economics, Customer Service, Teamwork, Organization, Public Speaking, Time Management, Photoshop, Social Media, Mac, Windows, English, PowerPoint, Sales, Matlab, Marketing, Social Media Marketing, Social Networking, Microsoft Office
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Arts (BA), Economics
Lyons Township High School 2006 — 2010
Lytx Inc. June 2015 - Present
Sunglass Hut July 2014 - Present
Manpower April 2015 - June 2015
Platypus Inc. September 2014 - December 2014
ADP July 2014 - September 2014
LPL Financial January 2014 - June 2014
ForwardMetrics May 2012 - July 2013
San Diego State University Student Fund June 2011 - August 2011
Western Springs Service Club May 2008 - August 2010
Elite Fitness & Gym October 2008 - May 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, MATLAB, Maple, Economics, Customer Service, Teamwork, Organization, Public Speaking, Time Management, Photoshop, Social Media, Mac, Windows, English, PowerPoint, Sales, Matlab, Marketing, Social Media Marketing, Social Networking, Microsoft Office
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Arts (BA), Economics
Lyons Township High School 2006 — 2010
Laura Roeder Laura Roeder's LPL Financial Experience March 2009 - December 2011
Job Registered Representative at TEAM Financial Partners, LLC
Industry Financial Services
Experience
TEAM Financial Partners September 2013 - Present
Rilynn Company, Inc. June 2013 - Present
Farmers Insurance January 2012 - September 2013
Ross and Mary Hunt Inc. June 2009 - December 2011
LPL Financial March 2009 - December 2011
Jacmar Foodservice Distribution - Southern CA October 2005 - August 2010
Applebee's July 1993 - February 2003
Education
University of Phoenix 2000 — 2003
San Diego State University-California State University 1985 — 1987
TEAM Financial Partners September 2013 - Present
Rilynn Company, Inc. June 2013 - Present
Farmers Insurance January 2012 - September 2013
Ross and Mary Hunt Inc. June 2009 - December 2011
LPL Financial March 2009 - December 2011
Jacmar Foodservice Distribution - Southern CA October 2005 - August 2010
Applebee's July 1993 - February 2003
Education
University of Phoenix 2000 — 2003
San Diego State University-California State University 1985 — 1987
Maureen Edmond Maureen Edmond's LPL Financial Experience April 2011 - Present
Job Communication Consultant & Technical Writer at LPL Financial
Industry Writing and Editing
Experience
LPL Financial April 2011 - Present
CareFusion December 2008 - November 2010
Overland Storage August 2007 - August 2008
DivX, Inc. March 2006 - July 2007
SAIC April 2005 - March 2006
Bowne Global Solutions; contract to Nokia August 2004 - April 2005
Nokia 2004 - 2005
Tyco International 2001 - 2005
Paradigm Information Systems contract to American Dynamics August 2001 - July 2004
L-3 Communications, Telemetry and Instrumentation Division October 1999 - June 2001
Skills
HTML, Visio, SnagIt, XML, PaintShop Pro, Business Analysis, Project Management, Unix, FrameMaker, Editing, Technical Writing, Software Documentation, Technical Documentation, Technical Communication, Manuals, Adobe Acrobat, RoboHelp, Testing, Online Help, Content Management, Software Development, DITA, Single Sourcing, XMetal, Captivate, WebWorks, Author-it, SharePoint, White Papers, Information Mapping, Structured Authoring, Content Development, Information Design, Web Content, Release Notes, Information Architecture, Technical Training, Guides
Education
San Diego State University-California State University 1978 — 1982
BA
University of California, San Diego 1976 — 1978
LPL Financial April 2011 - Present
CareFusion December 2008 - November 2010
Overland Storage August 2007 - August 2008
DivX, Inc. March 2006 - July 2007
SAIC April 2005 - March 2006
Bowne Global Solutions; contract to Nokia August 2004 - April 2005
Nokia 2004 - 2005
Tyco International 2001 - 2005
Paradigm Information Systems contract to American Dynamics August 2001 - July 2004
L-3 Communications, Telemetry and Instrumentation Division October 1999 - June 2001
Skills
HTML, Visio, SnagIt, XML, PaintShop Pro, Business Analysis, Project Management, Unix, FrameMaker, Editing, Technical Writing, Software Documentation, Technical Documentation, Technical Communication, Manuals, Adobe Acrobat, RoboHelp, Testing, Online Help, Content Management, Software Development, DITA, Single Sourcing, XMetal, Captivate, WebWorks, Author-it, SharePoint, White Papers, Information Mapping, Structured Authoring, Content Development, Information Design, Web Content, Release Notes, Information Architecture, Technical Training, Guides
Education
San Diego State University-California State University 1978 — 1982
BA
University of California, San Diego 1976 — 1978
Carrie Boyko Carrie Boyko's LPL Financial Experience March 2007 - September 2009
Job Realtor at McMillin Realty
Industry Real Estate
Experience
McMillin Realty October 2013 - Present
Bettger Realty January 2010 - October 2013
LPL Financial March 2007 - September 2009
Nicholas Applegate June 1997 - September 2006
Pershing, Division of Donaldson, Lufkin & Jenrette 1993 - 1996
Montgomery Securities 1991 - 1993
Skills
Short Sales, Foreclosures, Real Estate, Investments, Negotiation, Asset Management, Portfolio Management, Valuation, Equities, FHA, Asset Managment, Investment Properties, Residential Homes, First Time Home Buyers, Investment Strategies, Referrals, Real Estate Financing, Real Estate Transactions, Finance, Mortgage Lending, Property Management, Brokerage, Investors, Refinance, Loans
Education
San Diego State University-California State University 1996 — 1997
Masters, Finance
San Diego State University-California State University 1987 — 1990
B.S., Business Administration
UCSB 1985 — 1987
Point Loma
McMillin Realty October 2013 - Present
Bettger Realty January 2010 - October 2013
LPL Financial March 2007 - September 2009
Nicholas Applegate June 1997 - September 2006
Pershing, Division of Donaldson, Lufkin & Jenrette 1993 - 1996
Montgomery Securities 1991 - 1993
Skills
Short Sales, Foreclosures, Real Estate, Investments, Negotiation, Asset Management, Portfolio Management, Valuation, Equities, FHA, Asset Managment, Investment Properties, Residential Homes, First Time Home Buyers, Investment Strategies, Referrals, Real Estate Financing, Real Estate Transactions, Finance, Mortgage Lending, Property Management, Brokerage, Investors, Refinance, Loans
Education
San Diego State University-California State University 1996 — 1997
Masters, Finance
San Diego State University-California State University 1987 — 1990
B.S., Business Administration
UCSB 1985 — 1987
Point Loma
Margaret Reed Margaret Reed's LPL Financial Experience January 2008 - June 2014
Job Administrative Professional Seeking New Opportunities
Industry Executive Office
Experience
Coast Vineyard August 2014 - Present
LPL Financial January 2008 - June 2014
LPL Financial July 2007 - January 2008
San Diego State University August 2005 - June 2007
San Diego State University August 2005 - January 2007
Oasis Early Learning Center January 2003 - August 2005
Skills
Writing, Creative Writing, Critical Thinking, Editing, Administrative..., Customer Service, Proofreading, Formatting Documents, Call Centers, Tutoring, Time Management, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Technical Writing, Newsletters, Event Planning, Data Entry, Teamwork, Communication, Administrative..., Research
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Arts (BA), English Language and Literature, General
San Diego Mesa College 2004 — 2005
English & Creative Writing
Coast Vineyard August 2014 - Present
LPL Financial January 2008 - June 2014
LPL Financial July 2007 - January 2008
San Diego State University August 2005 - June 2007
San Diego State University August 2005 - January 2007
Oasis Early Learning Center January 2003 - August 2005
Skills
Writing, Creative Writing, Critical Thinking, Editing, Administrative..., Customer Service, Proofreading, Formatting Documents, Call Centers, Tutoring, Time Management, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Technical Writing, Newsletters, Event Planning, Data Entry, Teamwork, Communication, Administrative..., Research
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Arts (BA), English Language and Literature, General
San Diego Mesa College 2004 — 2005
English & Creative Writing
Robert Shackelford Robert Shackelford's LPL Financial Experience May 2013 - Present
Job Business Analyst at LPL Financial
Industry Retail
Experience
Seacret Direct May 2013 - Present
LPL Financial May 2013 - Present
Ashford University 2012 - 2012
Aurora Behavioral Health System February 2011 - October 2011
San Diego Center for Children January 2007 - January 2011
Education
San Diego Mesa College 2004 — 2006
Seacret Direct May 2013 - Present
LPL Financial May 2013 - Present
Ashford University 2012 - 2012
Aurora Behavioral Health System February 2011 - October 2011
San Diego Center for Children January 2007 - January 2011
Education
San Diego Mesa College 2004 — 2006
David Novi David Novi's LPL Financial Experience June 2006 - September 2007
Job Manager of Regional Capital and Analysis at American Airlines
Industry Airlines/Aviation
Experience
American Airlines March 2014 - Present
US Airways October 2013 - March 2014
US Airways February 2012 - October 2013
US Airways March 2011 - February 2012
US Airways May 2010 - July 2010
United Capital Finanical Partners, Inc September 2007 - July 2009
LPL Financial June 2006 - September 2007
Pulte Homes May 2005 - August 2005
Skills
Financial Analysis, Financial Planning, Financial Modeling, Corporate Finance, Project Finance, Financial Forecasting, Budgeting, Budget Analysis, Budget Management, Budget Development, Capital Budgeting, Forecasting, Revenue Forecasting, Variance Analysis, Strategic Planning, Strategy Development, Strategic Thinking, Strategic Analysis, Investor Relations, Investor Presentations, Monte Carlo Simulation, Staff Training, Relationship Development, Capital Projects, Operating Budgets, Operating Agreements, Excel, Word, PowerPoint, Hyperion, Essbase, General Ledger, Oracle Discoverer, Presentation Development, Presenter, Group Presentations, Capital Markets, Airlines, Airports, Aircraft, Air Freight, Labor Contract..., Mergers, Negotiation, Microsoft Excel, Budgets
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance, Strategy
San Diego State University-California State University 2002 — 2006
BS, Finance
American Airlines March 2014 - Present
US Airways October 2013 - March 2014
US Airways February 2012 - October 2013
US Airways March 2011 - February 2012
US Airways May 2010 - July 2010
United Capital Finanical Partners, Inc September 2007 - July 2009
LPL Financial June 2006 - September 2007
Pulte Homes May 2005 - August 2005
Skills
Financial Analysis, Financial Planning, Financial Modeling, Corporate Finance, Project Finance, Financial Forecasting, Budgeting, Budget Analysis, Budget Management, Budget Development, Capital Budgeting, Forecasting, Revenue Forecasting, Variance Analysis, Strategic Planning, Strategy Development, Strategic Thinking, Strategic Analysis, Investor Relations, Investor Presentations, Monte Carlo Simulation, Staff Training, Relationship Development, Capital Projects, Operating Budgets, Operating Agreements, Excel, Word, PowerPoint, Hyperion, Essbase, General Ledger, Oracle Discoverer, Presentation Development, Presenter, Group Presentations, Capital Markets, Airlines, Airports, Aircraft, Air Freight, Labor Contract..., Mergers, Negotiation, Microsoft Excel, Budgets
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance, Strategy
San Diego State University-California State University 2002 — 2006
BS, Finance
Michael La Salle Michael La Salle's LPL Financial Experience November 2014 - Present
Job Regional Director, Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2014 - Present
LPL Financial April 2012 - November 2014
Permanent Value Inc. February 2010 - April 2012
Permanent Value Inc. August 2007 - February 2010
Permanent Value Inc. March 2007 - August 2007
LPL Financial December 2006 - March 2007
LPL Financial August 2006 - December 2006
California Multimodal Inc. January 2004 - August 2006
Skills
Analysis, Management, Financial Services, Investment Strategies, Alternative Investments, SDLC, IRAs, Leadership, Asset Management, Trading, Due Diligence, Loans, Fundraising, Payroll, Process Improvement
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Science, Business Administration - Financial Services
LPL Financial November 2014 - Present
LPL Financial April 2012 - November 2014
Permanent Value Inc. February 2010 - April 2012
Permanent Value Inc. August 2007 - February 2010
Permanent Value Inc. March 2007 - August 2007
LPL Financial December 2006 - March 2007
LPL Financial August 2006 - December 2006
California Multimodal Inc. January 2004 - August 2006
Skills
Analysis, Management, Financial Services, Investment Strategies, Alternative Investments, SDLC, IRAs, Leadership, Asset Management, Trading, Due Diligence, Loans, Fundraising, Payroll, Process Improvement
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Science, Business Administration - Financial Services
Caroline Willi Caroline Willi's LPL Financial Experience May 2008 - December 2008
Job Sr. Interactive Training Developer at Northrop Grumman Corporation
Industry E-Learning
Experience
Northrop Grumman Corporation July 2013 - Present
Independent Contractor / eLearning August 2012 - July 2013
Symitar, A Jack Henry & Associates Company February 2009 - May 2012
LPL Financial May 2008 - December 2008
SAIC August 2005 - February 2008
New Century Mortgage January 2005 - May 2005
Raytheon Technical Services Company August 2003 - December 2004
Gulliver Prep School August 1995 - December 2000
Skills
ADDIE, E-Learning, Technical Writing, Captivate, Camtasia, Needs Analysis, Instructional Design, SnagIt, Training, Blended Learning, Curriculum Design, Lectora, Distance Learning, Program Management, Instructional Technology, Instructor-led Training, Technology Integration, Educational Technology, Adult Education, Multimedia, SCORM, Creative thinking, Interviewing SMEs, Articulate Storyline
Education
San Diego State University-California State University 2001 — 2003
Masters, Educational Technology
Northrop Grumman Corporation July 2013 - Present
Independent Contractor / eLearning August 2012 - July 2013
Symitar, A Jack Henry & Associates Company February 2009 - May 2012
LPL Financial May 2008 - December 2008
SAIC August 2005 - February 2008
New Century Mortgage January 2005 - May 2005
Raytheon Technical Services Company August 2003 - December 2004
Gulliver Prep School August 1995 - December 2000
Skills
ADDIE, E-Learning, Technical Writing, Captivate, Camtasia, Needs Analysis, Instructional Design, SnagIt, Training, Blended Learning, Curriculum Design, Lectora, Distance Learning, Program Management, Instructional Technology, Instructor-led Training, Technology Integration, Educational Technology, Adult Education, Multimedia, SCORM, Creative thinking, Interviewing SMEs, Articulate Storyline
Education
San Diego State University-California State University 2001 — 2003
Masters, Educational Technology
Tracey (Adams) Bloom Tracey (Adams) Bloom's LPL Financial Experience March 1990 - September 1998
Job Senior Account Executive at Speak, Inc.
Industry Hospitality
Experience
Speak, Inc. March 2010 - Present
PRA Destination Management March 2004 - January 2010
TMM/The Meeting Manager 1997 - 2004
LPL Financial March 1990 - September 1998
Skills
Speakers, Speakers Bureau, Corporate Events, Event Marketing, Event Planning, Contract Negotiations, Entertainment, Social Media, Food & Beverage, New Business Development, Destination Management, Customer Service, Strategic Planning, Marketing Communications, Creative Development, Budgets, Marketing, Event Management, Creative Direction, Meeting Planning, Contract Negotiation, Hospitality, Training, Sales, Time Management, Leadership, Social Media Marketing, Management, Program Management, Tourism, Trade Shows, Public Relations, Convention Services, Incentives, Sponsorship, Account Management, Social Networking, Marketing Strategy, Negotiation, Hospitality Industry, Hotels, Parties, Incentive Travel, Project Planning, Destination Marketing, Entrepreneurship, Wedding Planning, Catering, Relationship Marketing, Email Marketing
Education
San Diego State University-California State University 1984 — 1989
BS, Business with an Emphasis in Marketing
Speak, Inc. March 2010 - Present
PRA Destination Management March 2004 - January 2010
TMM/The Meeting Manager 1997 - 2004
LPL Financial March 1990 - September 1998
Skills
Speakers, Speakers Bureau, Corporate Events, Event Marketing, Event Planning, Contract Negotiations, Entertainment, Social Media, Food & Beverage, New Business Development, Destination Management, Customer Service, Strategic Planning, Marketing Communications, Creative Development, Budgets, Marketing, Event Management, Creative Direction, Meeting Planning, Contract Negotiation, Hospitality, Training, Sales, Time Management, Leadership, Social Media Marketing, Management, Program Management, Tourism, Trade Shows, Public Relations, Convention Services, Incentives, Sponsorship, Account Management, Social Networking, Marketing Strategy, Negotiation, Hospitality Industry, Hotels, Parties, Incentive Travel, Project Planning, Destination Marketing, Entrepreneurship, Wedding Planning, Catering, Relationship Marketing, Email Marketing
Education
San Diego State University-California State University 1984 — 1989
BS, Business with an Emphasis in Marketing
Joseph Bartholomew Joseph Bartholomew's LPL Financial Experience May 2012 - November 2012
Job Technical Support Engineer at Processing Point Inc.
Industry Telecommunications
Experience
CSS Corp September 2015 - Present
Processing Point Inc. December 2014 - September 2015
FreedomVoice June 2014 - November 2014
Cox Communications April 2013 - May 2014
LPL Financial May 2012 - November 2012
Sound Eklin 2008 - 2010
Union Tribune 2006 - 2008
Phone People 2006 - 2007
The Rocket-Miner August 2005 - May 2006
The Salt Lake Tribune 2001 - 2002
Skills
Technical Support, Customer Service, Team Building, Strategic Planning, Negotiation, Microsoft Excel, Medical Devices, Marketing Strategy, Sales Management, New Business Development, Account Management, Microsoft Office, PowerPoint, Microsoft Word, Veterinary Medicine, Veterinary, Research, Photoshop, Sales Process, Dogs, Animal Nutrition, Public Speaking, Troubleshooting, Telecommunications, Leadership, Management, Training
Education
Utah Valley University 2013 — 2020
Computer Engineering, Technology Management
San Diego Mesa College 2006 — 2014
CSS Corp September 2015 - Present
Processing Point Inc. December 2014 - September 2015
FreedomVoice June 2014 - November 2014
Cox Communications April 2013 - May 2014
LPL Financial May 2012 - November 2012
Sound Eklin 2008 - 2010
Union Tribune 2006 - 2008
Phone People 2006 - 2007
The Rocket-Miner August 2005 - May 2006
The Salt Lake Tribune 2001 - 2002
Skills
Technical Support, Customer Service, Team Building, Strategic Planning, Negotiation, Microsoft Excel, Medical Devices, Marketing Strategy, Sales Management, New Business Development, Account Management, Microsoft Office, PowerPoint, Microsoft Word, Veterinary Medicine, Veterinary, Research, Photoshop, Sales Process, Dogs, Animal Nutrition, Public Speaking, Troubleshooting, Telecommunications, Leadership, Management, Training
Education
Utah Valley University 2013 — 2020
Computer Engineering, Technology Management
San Diego Mesa College 2006 — 2014
Andrea Recio Andrea Recio's LPL Financial Experience February 2008 - February 2009
Job Personal Trainer at EvolveAthletics
Industry Health, Wellness and Fitness
Experience
Evolve-Athletics January 2009 - Present
Pinnacle, The Parks September 2009 - June 2011
LPL Financial February 2008 - February 2009
Wealth Advisors, INC December 2006 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Budget, Public Speaking, Editing, Strategic Planning, Negotiation
Education
San Diego Mesa College
Physical Therapy/Therapist
San Diego Community College ~ Earned
Physical Therapy
Evolve-Athletics January 2009 - Present
Pinnacle, The Parks September 2009 - June 2011
LPL Financial February 2008 - February 2009
Wealth Advisors, INC December 2006 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Budget, Public Speaking, Editing, Strategic Planning, Negotiation
Education
San Diego Mesa College
Physical Therapy/Therapist
San Diego Community College ~ Earned
Physical Therapy
Ninus Gelyana Ninus Gelyana's LPL Financial Experience October 2011 - Present
Job Cost Basis at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2011 - Present
TD Ameritrade June 2011 - October 2011
Education
San Diego State University-California State University 2005 — 2007
Bachelor's, Finance
San Diego State University-California State University 2005 — 2007
Bachelor's, Finanicial Services
LPL Financial October 2011 - Present
TD Ameritrade June 2011 - October 2011
Education
San Diego State University-California State University 2005 — 2007
Bachelor's, Finance
San Diego State University-California State University 2005 — 2007
Bachelor's, Finanicial Services
George Demos, MBA George Demos, MBA's LPL Financial Experience July 2011 - November 2012
Job Regional Oncogenomic Liaison Genomic Health
Industry Biotechnology
Experience
Genomic Health May 2013 - Present
DermaTran Health Solutions January 2013 - March 2013
LPL Financial July 2011 - November 2012
Monogram Biosciences August 2008 - March 2011
Genentech BioOncology January 2007 - July 2008
Genentech BioOncology November 2003 - December 2006
Chiron Corporation January 2003 - November 2003
Chiron Corporation October 1997 - January 2003
Bayer Pharmaceutical Division October 1992 - October 1997
Skills
Oncology, Managed Care, Insurance, Biotechnology, Sales Operations, Strategic Financial..., Investments, Urology, Pharmaceutical Sales, Sales, Healthcare, Retirement Planning, Management, Biopharmaceuticals, Cardiology, Medical Devices, Product Launch, Life Insurance, Medicare, Health Insurance
Education
University of La Verne 1994 — 1997
MBA, Master of Business Administration
San Diego State University-California State University
BA
Genomic Health May 2013 - Present
DermaTran Health Solutions January 2013 - March 2013
LPL Financial July 2011 - November 2012
Monogram Biosciences August 2008 - March 2011
Genentech BioOncology January 2007 - July 2008
Genentech BioOncology November 2003 - December 2006
Chiron Corporation January 2003 - November 2003
Chiron Corporation October 1997 - January 2003
Bayer Pharmaceutical Division October 1992 - October 1997
Skills
Oncology, Managed Care, Insurance, Biotechnology, Sales Operations, Strategic Financial..., Investments, Urology, Pharmaceutical Sales, Sales, Healthcare, Retirement Planning, Management, Biopharmaceuticals, Cardiology, Medical Devices, Product Launch, Life Insurance, Medicare, Health Insurance
Education
University of La Verne 1994 — 1997
MBA, Master of Business Administration
San Diego State University-California State University
BA
Dena Schwartz Dena Schwartz's LPL Financial Experience June 2011 - Present
Job Designated Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2011 - Present
First Allied Securities September 2010 - June 2011
DKS Office Solutions July 2010 - June 2011
Wells Fargo Investments July 2004 - June 2009
Mass Mutual Life Insurance Company 2003 - 2004
Pacific Life Insurance Company 2001 - 2002
The MONY Group 1995 - 2001
Skills
Mutual Funds, Life Insurance, Retirement Planning
Education
San Diego State University-California State University
MBA, Tax and Financial Planning
University of California, San Diego
BA, Management Science
LPL Financial June 2011 - Present
First Allied Securities September 2010 - June 2011
DKS Office Solutions July 2010 - June 2011
Wells Fargo Investments July 2004 - June 2009
Mass Mutual Life Insurance Company 2003 - 2004
Pacific Life Insurance Company 2001 - 2002
The MONY Group 1995 - 2001
Skills
Mutual Funds, Life Insurance, Retirement Planning
Education
San Diego State University-California State University
MBA, Tax and Financial Planning
University of California, San Diego
BA, Management Science
Laura Lopez King Laura Lopez King's LPL Financial Experience January 2012 - August 2012
Job Business Analyst at Planned Parenthood of the Pacific Southwest
Industry Financial Services
Experience
Planned Parenthood of the Pacific Southwest August 2012 - Present
LPL Financial January 2012 - August 2012
Wells Fargo Bank June 2009 - December 2010
Wells Fargo Bank January 2009 - June 2009
Wells Fargo Bank January 2007 - January 2009
Banamex / Citibank May 2005 - December 2006
Latin America Enterprise Fund August 2002 - September 2004
Bancomext April 1999 - May 2000
Education
San Diego State University-California State University 2009 — 2011
MBA, Management
Universidad Nacional Autonoma de Mexico 1998 — 2004
B.Sc., Industrial Engineering
Planned Parenthood of the Pacific Southwest August 2012 - Present
LPL Financial January 2012 - August 2012
Wells Fargo Bank June 2009 - December 2010
Wells Fargo Bank January 2009 - June 2009
Wells Fargo Bank January 2007 - January 2009
Banamex / Citibank May 2005 - December 2006
Latin America Enterprise Fund August 2002 - September 2004
Bancomext April 1999 - May 2000
Education
San Diego State University-California State University 2009 — 2011
MBA, Management
Universidad Nacional Autonoma de Mexico 1998 — 2004
B.Sc., Industrial Engineering
Jillian (JK) Hudson Jillian (JK) Hudson's LPL Financial Experience September 2014 - March 2015
Job Sr. User Researcher at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo / Aquent March 2015 - Present
Jillian Hudson Fine Art 1992 - Present
LPL Financial September 2014 - March 2015
TEKsystems 2011 - 2014
TIAA-CREF / Accrue Partners 2011 - 2012
American Airlines - Training Operations 2010 - 2011
Fenway Group 2007 - 2011
American Airlines - Check-in Kiosk 2007 - 2010
American Airlines - UX Department 2007 - 2007
Dent Zone International 2005 - 2006
Skills
User Experience, Information Architecture, User Interface Design, Usability Testing, Morae, User-centered Design, Accessibility, Web Design, Web Applications, Interaction Design, Front-end, Agile Methodologies, CMS, Wire Framing, CSS, User Experience Design, Art History, Photoshop, Interactive Media, Illustrator, User Scenarios, Communication, Kiosk, Adobe Creative Suite, Heuristic Evaluation, Usability Engineering, Creative Direction, Painting, Fine Art, Mosaics, Stained Glass, Silversmithing, Information Design, Internationalization, Product Design, Design Patterns, Dreamweaver, Digital Strategy, Experience Design, Traditional Art Skills, Interfaces, Heuristic Analysis, End User Research, User Process Interview, Software interface..., Touch screens usability, UX Team Lead, Prototyping, Usability Design, Human-computer...
Education
The University of Texas at Arlington
BFA, Fine Art
Human Factors International 2007 — 2007
Usability Testing
Scrum.org 2012 — 2012
Scrum Training
San Diego City College
Extension, Advanced multimedia / web
Wells Fargo / Aquent March 2015 - Present
Jillian Hudson Fine Art 1992 - Present
LPL Financial September 2014 - March 2015
TEKsystems 2011 - 2014
TIAA-CREF / Accrue Partners 2011 - 2012
American Airlines - Training Operations 2010 - 2011
Fenway Group 2007 - 2011
American Airlines - Check-in Kiosk 2007 - 2010
American Airlines - UX Department 2007 - 2007
Dent Zone International 2005 - 2006
Skills
User Experience, Information Architecture, User Interface Design, Usability Testing, Morae, User-centered Design, Accessibility, Web Design, Web Applications, Interaction Design, Front-end, Agile Methodologies, CMS, Wire Framing, CSS, User Experience Design, Art History, Photoshop, Interactive Media, Illustrator, User Scenarios, Communication, Kiosk, Adobe Creative Suite, Heuristic Evaluation, Usability Engineering, Creative Direction, Painting, Fine Art, Mosaics, Stained Glass, Silversmithing, Information Design, Internationalization, Product Design, Design Patterns, Dreamweaver, Digital Strategy, Experience Design, Traditional Art Skills, Interfaces, Heuristic Analysis, End User Research, User Process Interview, Software interface..., Touch screens usability, UX Team Lead, Prototyping, Usability Design, Human-computer...
Education
The University of Texas at Arlington
BFA, Fine Art
Human Factors International 2007 — 2007
Usability Testing
Scrum.org 2012 — 2012
Scrum Training
San Diego City College
Extension, Advanced multimedia / web
Cheryl Brown, PPC™, AIF® Cheryl Brown, PPC™, AIF®'s LPL Financial Experience April 2013 - Present
Job Vice President Marketing, Worksite Financial Solutions
Industry Financial Services
Experience
LPL Financial April 2013 - Present
LPL Financial July 2011 - April 2013
Wells Fargo Bank August 2006 - July 2011
Wells Fargo Bank January 2000 - August 2006
Wells Fargo Bank July 1994 - August 2000
Education
University of San Diego 2001 — 2005
MBA, Marketing
San Diego State University-California State University 1989 — 1989
Bachelor, Marketing
LPL Financial April 2013 - Present
LPL Financial July 2011 - April 2013
Wells Fargo Bank August 2006 - July 2011
Wells Fargo Bank January 2000 - August 2006
Wells Fargo Bank July 1994 - August 2000
Education
University of San Diego 2001 — 2005
MBA, Marketing
San Diego State University-California State University 1989 — 1989
Bachelor, Marketing
Karen Zimmer Karen Zimmer's LPL Financial Experience January 2012 - Present
Job Sr. Systems Consulting / Business Analyst
Industry Information Technology and Services
Experience
LPL Financial January 2012 - Present
Kaiser Permanente - Northwest June 2010 - November 2010
WebMD January 2008 - August 2009
Xtiva Financial Systems, Inc August 2005 - June 2007
M Financial 1999 - 2004
Financial Database Services, Inc October 1987 - June 1996
Skills
Visio, Project Management, MS Project, Analysis, Project Planning, Business Process, Software Documentation, Quality Control, RFP, Budget, Data Conversion, Proposal Writing, SQL, Business Case, Contract Management, Workshop Facilitation, Microsoft Office, Customer Satisfaction, Specifications, Relational Databases, Microsoft Project, Databases
Education
San Diego City College
LPL Financial January 2012 - Present
Kaiser Permanente - Northwest June 2010 - November 2010
WebMD January 2008 - August 2009
Xtiva Financial Systems, Inc August 2005 - June 2007
M Financial 1999 - 2004
Financial Database Services, Inc October 1987 - June 1996
Skills
Visio, Project Management, MS Project, Analysis, Project Planning, Business Process, Software Documentation, Quality Control, RFP, Budget, Data Conversion, Proposal Writing, SQL, Business Case, Contract Management, Workshop Facilitation, Microsoft Office, Customer Satisfaction, Specifications, Relational Databases, Microsoft Project, Databases
Education
San Diego City College
Chris Serrato Chris Serrato's LPL Financial Experience July 2001 - April 2002
Job Senior SQA Team Lead at Lawrence Livermore National Laboratory
Industry Information Technology and Services
Experience
Lawrence Livermore National Laboratory April 2002 - Present
LPL Financial July 2001 - April 2002
Gateway, Inc. August 2000 - July 2001
Moody's KMV July 1999 - July 2000
Skills
Agile Methodologies, Analysis, Databases, Leadership, Process Improvement, Quality Assurance, Requirements Analysis, Software Development, Software Engineering, Software Quality..., Test Automation
Education
San Diego State University-California State University 1998 — 2000
Lawrence Livermore National Laboratory April 2002 - Present
LPL Financial July 2001 - April 2002
Gateway, Inc. August 2000 - July 2001
Moody's KMV July 1999 - July 2000
Skills
Agile Methodologies, Analysis, Databases, Leadership, Process Improvement, Quality Assurance, Requirements Analysis, Software Development, Software Engineering, Software Quality..., Test Automation
Education
San Diego State University-California State University 1998 — 2000
Raphiella Adamson Raphiella Adamson's LPL Financial Experience August 2014 - Present
Job VP, Governance, Risk & Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2014 - Present
LPL Finanical October 2013 - August 2014
LPL Financial 2006 - 2013
Primerica Financial Services August 2001 - August 2005
Metabolife International May 1998 - April 1999
R3 Enterprises January 1993 - May 1998
Anthony Robbins Companies 1990 - 1993
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Mutual Funds, Dynamic Speaker, Trainer
Education
San Diego State University-California State University
B.Sc., Marketing
LPL Financial August 2014 - Present
LPL Finanical October 2013 - August 2014
LPL Financial 2006 - 2013
Primerica Financial Services August 2001 - August 2005
Metabolife International May 1998 - April 1999
R3 Enterprises January 1993 - May 1998
Anthony Robbins Companies 1990 - 1993
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Mutual Funds, Dynamic Speaker, Trainer
Education
San Diego State University-California State University
B.Sc., Marketing
L'Shani Jacobs L'Shani Jacobs's LPL Financial Experience September 2014 - Present
Job Investment Management Professional
Industry Investment Management
Experience
LPL Financial September 2014 - Present
Brandes Investment Partners 2006 - 2011
Brandes Investment Partners 2005 - 2006
Brandes Investment Partners 1998 - 2005
Brandes Investment Partners 1997 - 1998
Brandes Investment Partners 1994 - 1997
Skills
Equities, Mutual Funds, Investment Management, Investments, Managing Accounts, Investment Strategies, Investment Advisory, Securities, Financial Analysis, Microsoft Excel, SharePoint, Microsoft Office, Customer Service, Analysis, CRM, Bloomberg, Separately Managed..., Corporate Actions, Finance, Risk Management, Fixed Income, Portfolio Management
Education
San Diego City College
LPL Financial September 2014 - Present
Brandes Investment Partners 2006 - 2011
Brandes Investment Partners 2005 - 2006
Brandes Investment Partners 1998 - 2005
Brandes Investment Partners 1997 - 1998
Brandes Investment Partners 1994 - 1997
Skills
Equities, Mutual Funds, Investment Management, Investments, Managing Accounts, Investment Strategies, Investment Advisory, Securities, Financial Analysis, Microsoft Excel, SharePoint, Microsoft Office, Customer Service, Analysis, CRM, Bloomberg, Separately Managed..., Corporate Actions, Finance, Risk Management, Fixed Income, Portfolio Management
Education
San Diego City College
Caroline Edkins Caroline Edkins's LPL Financial Experience October 2010 - Present
Job Senior Operations Specialist Dividends at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2010 - Present
Igoe Administrative Services January 2010 - October 2010
Barney & Barney September 2005 - August 2008
LDZ Group, Inc. July 2000 - July 2005
Skills
Microsoft Excel, Outlook, Access, Management, Beta Management, PowerPoint, DOS commands, IBPM, Sound mathematical..., Branch Net, Excellent communicator,..., Proven analyst, problem..., Act as client liaison..., Received employee..., Recognized for..., Skilled at identifying..., Customer Service, Leadership, Employee Benefits, Microsoft Office, Microsoft Word
Education
Chula Vista High School
San Diego Christian College
Bachelor of Science in Business Management, Business Administration and Management, General
LPL Financial October 2010 - Present
Igoe Administrative Services January 2010 - October 2010
Barney & Barney September 2005 - August 2008
LDZ Group, Inc. July 2000 - July 2005
Skills
Microsoft Excel, Outlook, Access, Management, Beta Management, PowerPoint, DOS commands, IBPM, Sound mathematical..., Branch Net, Excellent communicator,..., Proven analyst, problem..., Act as client liaison..., Received employee..., Recognized for..., Skilled at identifying..., Customer Service, Leadership, Employee Benefits, Microsoft Office, Microsoft Word
Education
Chula Vista High School
San Diego Christian College
Bachelor of Science in Business Management, Business Administration and Management, General
Dmitriy V. Bgatov Dmitriy V. Bgatov's LPL Financial Experience October 2007 - April 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Merrill Lynch April 2012 - June 2013
LPL Financial October 2007 - April 2012
REALTY EXECUTIVES June 2006 - August 2008
Remax Associates March 2005 - June 2006
Aacorn Oaks Retirement Facility February 2003 - March 2005
Skills
Alternative Investments, Analysis, Asset Management, Budgets, Customer Service, Equities, Finance, Financial Analysis, Fixed Income, Investment Advisory, Investment Properties, Investments, Loans, Management, Real Estate, Marketing, Mortgage Lending, Mutual Funds, New Business Development, Portfolio Management, Project Planning, Real Estate Transactions, Research, Series 63, Securities, Strategic Financial..., Series 7, Wealth Management, Uniform Combined State..., Retirement Planning, Retirement
Education
University of Phoenix 2008 — 2011
BA
New York Institute of Finance 2009 — 2010
New York Institute of Finance 2009 — 2010
San Diego Mesa College 2002 — 2005
A.A.
Mt. Carmel High School
Merrill Lynch April 2012 - June 2013
LPL Financial October 2007 - April 2012
REALTY EXECUTIVES June 2006 - August 2008
Remax Associates March 2005 - June 2006
Aacorn Oaks Retirement Facility February 2003 - March 2005
Skills
Alternative Investments, Analysis, Asset Management, Budgets, Customer Service, Equities, Finance, Financial Analysis, Fixed Income, Investment Advisory, Investment Properties, Investments, Loans, Management, Real Estate, Marketing, Mortgage Lending, Mutual Funds, New Business Development, Portfolio Management, Project Planning, Real Estate Transactions, Research, Series 63, Securities, Strategic Financial..., Series 7, Wealth Management, Uniform Combined State..., Retirement Planning, Retirement
Education
University of Phoenix 2008 — 2011
BA
New York Institute of Finance 2009 — 2010
New York Institute of Finance 2009 — 2010
San Diego Mesa College 2002 — 2005
A.A.
Mt. Carmel High School
Alex Tapia Alex Tapia's LPL Financial Experience October 2004 - Present
Job Tech. Support Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2004 - Present
Serra Mesa Christian Fellowship January 2009 - June 2010
First American Financial February 2002 - August 2004
Skills
Microsoft Word, Active Directory, Mac OS, Windows 7, Windows XP, Windows 8, SharePoint, SCCM, Microsoft Office, Microsoft Excel, PowerPoint, Citrix XenApp, VPN, JUNOS, Internet Explorer, ios, iPad Support, iPhone Support, Apple Pages, Apple Safari, Apple Aperture, Windows Remote Desktop, Computer Hardware, Hardware Diagnostics, Computer Repair, Computer Maintenance, Business Analysis, Process Improvement, Software Documentation, Technical Support, Vendor Management, Visio, Disaster Recovery, Networking, Troubleshooting, Help Desk Support
Education
San Diego City College 2004 — 2006
Undergraduate, Computer Science
LPL Financial October 2004 - Present
Serra Mesa Christian Fellowship January 2009 - June 2010
First American Financial February 2002 - August 2004
Skills
Microsoft Word, Active Directory, Mac OS, Windows 7, Windows XP, Windows 8, SharePoint, SCCM, Microsoft Office, Microsoft Excel, PowerPoint, Citrix XenApp, VPN, JUNOS, Internet Explorer, ios, iPad Support, iPhone Support, Apple Pages, Apple Safari, Apple Aperture, Windows Remote Desktop, Computer Hardware, Hardware Diagnostics, Computer Repair, Computer Maintenance, Business Analysis, Process Improvement, Software Documentation, Technical Support, Vendor Management, Visio, Disaster Recovery, Networking, Troubleshooting, Help Desk Support
Education
San Diego City College 2004 — 2006
Undergraduate, Computer Science
BRANDON MEIER BRANDON MEIER's LPL Financial Experience April 2014 - August 2014
Job Vice President at Economic Student Association
Industry Retail
Experience
Economic Student Association August 2014 - Present
Sprouts Farmers Market January 2012 - Present
LPL Financial April 2014 - August 2014
Pro Comp Suspensions December 2010 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Photoshop, Retail
Education
San Diego State University-California State University 2013 — 2014
Bachelor of Arts (B.A.), Quantitative Economics
Southwestern College 2011 — 2013
Associate of Arts (A.A.), Mathematics and Science
Economic Student Association August 2014 - Present
Sprouts Farmers Market January 2012 - Present
LPL Financial April 2014 - August 2014
Pro Comp Suspensions December 2010 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Photoshop, Retail
Education
San Diego State University-California State University 2013 — 2014
Bachelor of Arts (B.A.), Quantitative Economics
Southwestern College 2011 — 2013
Associate of Arts (A.A.), Mathematics and Science
Kalyan Yalamanchili Kalyan Yalamanchili's LPL Financial Experience December 2010 - May 2011
Job SharePoint Consultant
Industry Information Technology and Services
Experience
Sysintelli June 2005 - Present
New York Life Insurance Company February 2013 - July 2013
Merck November 2012 - February 2013
LexisNexis March 2012 - September 2012
OhioHealth October 2011 - March 2012
Tides June 2011 - September 2011
LPL Financial December 2010 - May 2011
DIRECTV November 2009 - April 2010
Eastman Kodak June 2006 - September 2008
Skills
.NET, C#, SharePoint, Microsoft SQL Server, IIS, jQuery, JavaScript, Tortoise SVN, TFS, Powershell, XAML, ASP.NET, VBScript, CSS, QTP, Visio, Software Documentation, Testing, Integration, Databases, Java, HTML, SDLC
Education
San Diego State University-California State University 2005 — 2007
Electronics & Electrical Engineering
Sysintelli June 2005 - Present
New York Life Insurance Company February 2013 - July 2013
Merck November 2012 - February 2013
LexisNexis March 2012 - September 2012
OhioHealth October 2011 - March 2012
Tides June 2011 - September 2011
LPL Financial December 2010 - May 2011
DIRECTV November 2009 - April 2010
Eastman Kodak June 2006 - September 2008
Skills
.NET, C#, SharePoint, Microsoft SQL Server, IIS, jQuery, JavaScript, Tortoise SVN, TFS, Powershell, XAML, ASP.NET, VBScript, CSS, QTP, Visio, Software Documentation, Testing, Integration, Databases, Java, HTML, SDLC
Education
San Diego State University-California State University 2005 — 2007
Electronics & Electrical Engineering
Celina Velazquez Celina Velazquez's LPL Financial Experience July 2013 - January 2014
Job Business Professional
Industry Biotechnology
Experience
Illumina January 2014 - Present
LPL Financial July 2013 - January 2014
EPMG August 2011 - June 2012
UC San Diego September 2009 - June 2010
Associated Students of UC San Diego June 2009 - June 2010
Skills
Politics, Political Science, Management, Political Campaigns, Policy Analysis, Advertising, Social Media, Data Analysis, Community Outreach, Media Relations, Event Planning, Public Policy, Social Networking, Social Media Marketing, Market Research, Public Speaking, Analysis, Editing, Microsoft Excel
Education
San Diego Continuing Education
University of California, San Diego 2008 — 2013
Bachelor of Arts (B.A.), Economics
Ukiah High School 2005 — 2008
High School Diploma
Illumina January 2014 - Present
LPL Financial July 2013 - January 2014
EPMG August 2011 - June 2012
UC San Diego September 2009 - June 2010
Associated Students of UC San Diego June 2009 - June 2010
Skills
Politics, Political Science, Management, Political Campaigns, Policy Analysis, Advertising, Social Media, Data Analysis, Community Outreach, Media Relations, Event Planning, Public Policy, Social Networking, Social Media Marketing, Market Research, Public Speaking, Analysis, Editing, Microsoft Excel
Education
San Diego Continuing Education
University of California, San Diego 2008 — 2013
Bachelor of Arts (B.A.), Economics
Ukiah High School 2005 — 2008
High School Diploma
Ola Clement, MBA, CPA, CFE Ola Clement, MBA, CPA, CFE's LPL Financial Experience July 2007 - September 2014
Job AVP, Audit Manager at State Street Bank & Trust Co
Industry Banking
Experience
State Street Bank & Trust Co October 2014 - Present
LPL Financial July 2007 - September 2014
Qualcomm, Inc February 2005 - July 2007
Viejas Enterprises 2003 - 2004 February 2003 - October 2004
Ventura Kuehn & Associates, LLP January 2002 - February 2003
Polito, Muscio & Associates, LLP January 1999 - July 2001
Polito, Muscio & Associates, LLP January 1998 - January 1999
Skills
Sarbanes-Oxley, Forensic Accounting, IT Controls, Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Risk Assessment, Quality Auditing, External Audit, Management, Internal Audit, Financial Reporting, Financial Analysis, Risk Management, Financial Accounting, GAAP, General Ledger, SOX 404, IT Audit, Finance, Variance Analysis, Certified Fraud Examiner, Financial Audits
Education
San Diego State University-California State University 2004 — 2006
MBA
Ogun State Polytechnic 1983 — 1988
BA
State Street Bank & Trust Co October 2014 - Present
LPL Financial July 2007 - September 2014
Qualcomm, Inc February 2005 - July 2007
Viejas Enterprises 2003 - 2004 February 2003 - October 2004
Ventura Kuehn & Associates, LLP January 2002 - February 2003
Polito, Muscio & Associates, LLP January 1999 - July 2001
Polito, Muscio & Associates, LLP January 1998 - January 1999
Skills
Sarbanes-Oxley, Forensic Accounting, IT Controls, Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Risk Assessment, Quality Auditing, External Audit, Management, Internal Audit, Financial Reporting, Financial Analysis, Risk Management, Financial Accounting, GAAP, General Ledger, SOX 404, IT Audit, Finance, Variance Analysis, Certified Fraud Examiner, Financial Audits
Education
San Diego State University-California State University 2004 — 2006
MBA
Ogun State Polytechnic 1983 — 1988
BA
Farid Feretti Farid Feretti's LPL Financial Experience 2010 - 2014
Job Freelance Graphic Designer
Industry Design
Experience
Freelance April 2010 - Present
LPL Financial 2010 - 2014
LPL Financial 2010 - 2014
Carl Zeiss Vision, Inc. July 2008 - April 2010
Promo Direct, Inc. February 2005 - April 2008
Creative Focus March 2004 - June 2004
OOCL (USA) Inc. August 1995 - August 2002
Education
San Diego City College 2010 — 2011
Certificate, Graphic Design
University of California, San Diego 1992 — 1995
BA, Economics
Freelance April 2010 - Present
LPL Financial 2010 - 2014
LPL Financial 2010 - 2014
Carl Zeiss Vision, Inc. July 2008 - April 2010
Promo Direct, Inc. February 2005 - April 2008
Creative Focus March 2004 - June 2004
OOCL (USA) Inc. August 1995 - August 2002
Education
San Diego City College 2010 — 2011
Certificate, Graphic Design
University of California, San Diego 1992 — 1995
BA, Economics
Aaron Cull Aaron Cull's LPL Financial Experience January 2000 - Present
Job VP RIA Services at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2000 - Present
Bank of America 1995 - 2000
Great Western 1989 - 1995
Skills
Series 7, Investment Advisory, Series 24, Hybrids, FINRA, RIAs, Wealth Management, Securities, Alternative Investments, Retirement, ETFs, Investment Strategies, Series 6, Financial Advisory, Fixed Annuities, Asset Allocation, Investments, Asset Managment, Financial Planners, Investment Brokerage, RIA
Education
San Diego State University-California State University 1984 — 1990
BS, Finance
LPL Financial January 2000 - Present
Bank of America 1995 - 2000
Great Western 1989 - 1995
Skills
Series 7, Investment Advisory, Series 24, Hybrids, FINRA, RIAs, Wealth Management, Securities, Alternative Investments, Retirement, ETFs, Investment Strategies, Series 6, Financial Advisory, Fixed Annuities, Asset Allocation, Investments, Asset Managment, Financial Planners, Investment Brokerage, RIA
Education
San Diego State University-California State University 1984 — 1990
BS, Finance
Matthias Arnbert's LPL Financial Experience January 2011 - May 2011
Job CFO at Robson Technologies, Inc.
Industry Financial Services
Experience
Robson Technologies, Inc. June 2014 - Present
Robson Technologies, Inc. April 2013 - June 2014
LMT Financial Consulting Concepts Inc. June 2011 - June 2012
LPL Financial January 2011 - May 2011
Underground Elephant October 2010 - May 2011
Five Seasons AB August 2005 - August 2010
Swedish Armed Forces 2004 - August 2005
IKEA September 2003 - December 2003
Skills
Finance, Corporate Finance, Financial Analysis, Financial Accounting, Financial Markets, Investments, Risk Management, Microsoft Excel
Education
Santa Clara University - Leavey School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Financial Services, 3.4 GPA
Robson Technologies, Inc. June 2014 - Present
Robson Technologies, Inc. April 2013 - June 2014
LMT Financial Consulting Concepts Inc. June 2011 - June 2012
LPL Financial January 2011 - May 2011
Underground Elephant October 2010 - May 2011
Five Seasons AB August 2005 - August 2010
Swedish Armed Forces 2004 - August 2005
IKEA September 2003 - December 2003
Skills
Finance, Corporate Finance, Financial Analysis, Financial Accounting, Financial Markets, Investments, Risk Management, Microsoft Excel
Education
Santa Clara University - Leavey School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Financial Services, 3.4 GPA
Fernando Nuñez-Martinez Fernando Nuñez-Martinez's LPL Financial Experience August 2015 - Present
Job Senior Internal Auditor at LPL Financial
Industry Accounting
Experience
LPL Financial August 2015 - Present
LPL Financial July 2014 - Present
KPMG August 2012 - July 2014
AKT LLP CPAs and Business Consultants June 2011 - August 2011
Education
San Diego State University-California State University 2009 — 2012
BS in Business Administration
LPL Financial August 2015 - Present
LPL Financial July 2014 - Present
KPMG August 2012 - July 2014
AKT LLP CPAs and Business Consultants June 2011 - August 2011
Education
San Diego State University-California State University 2009 — 2012
BS in Business Administration
Barret Frost Barret Frost's LPL Financial Experience April 2003 - Present
Job Vice President Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2003 - Present
Securities America, Inc. Member FINRA/SIPC February 2002 - April 2003
Merrill Lynch June 1997 - February 2002
Skills
Series 7
Education
San Diego State University-California State University 1994 — 1998
Bachelor's degree, Finance, General
San Diego State University-California State University
LPL Financial April 2003 - Present
Securities America, Inc. Member FINRA/SIPC February 2002 - April 2003
Merrill Lynch June 1997 - February 2002
Skills
Series 7
Education
San Diego State University-California State University 1994 — 1998
Bachelor's degree, Finance, General
San Diego State University-California State University
Brent Gaddis Brent Gaddis's LPL Financial Experience May 2015 - Present
Job Senior Vice President, Business Management at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2015 - Present
LLE Consulting Group January 2014 - May 2015
EY June 2011 - January 2014
CoreLogic January 2010 - June 2011
IBM 2006 - 2010
Fair Isaac 2001 - 2006
HNC Software 1999 - 2001
HNC Software 1997 - 1999
Skills
Product Management, Predictive Analytics, Enterprise Software
Education
San Diego State University-California State University 1995 — 1997
Master of Business Administration
University of California, San Diego 1987 — 1991
Bachelor of Arts, Economics
LPL Financial May 2015 - Present
LLE Consulting Group January 2014 - May 2015
EY June 2011 - January 2014
CoreLogic January 2010 - June 2011
IBM 2006 - 2010
Fair Isaac 2001 - 2006
HNC Software 1999 - 2001
HNC Software 1997 - 1999
Skills
Product Management, Predictive Analytics, Enterprise Software
Education
San Diego State University-California State University 1995 — 1997
Master of Business Administration
University of California, San Diego 1987 — 1991
Bachelor of Arts, Economics
Brandon Carroll's LPL Financial Experience August 2015 - September 2015
Job Wealth Management Intern at LPL Financial
Industry
Experience
LPL Financial August 2015 - September 2015
Intelligent Light Source January 2015 - June 2015
Hype Audio February 2014 - April 2015
Intelligent Light Source September 2014 - January 2015
GIBC INC June 2014 - August 2014
Perfect Day Surf Camp June 2012 - August 2013
Skills
Leadership, Entrepreneurship, Public Speaking, Investment Banking, Venture Capital, Private Equity, Business Development, Financial Modeling, Corporate Finance, Financial Analysis, Teamwork, Social Media Marketing, Microsoft Excel, Marketing, Microsoft Office
Education
San Diego State University-California State University 2011 — 2016
Bachelor’s Degree, Finance and Entrepreneurship
Redondo Union Highschool 2007 — 2011
LPL Financial August 2015 - September 2015
Intelligent Light Source January 2015 - June 2015
Hype Audio February 2014 - April 2015
Intelligent Light Source September 2014 - January 2015
GIBC INC June 2014 - August 2014
Perfect Day Surf Camp June 2012 - August 2013
Skills
Leadership, Entrepreneurship, Public Speaking, Investment Banking, Venture Capital, Private Equity, Business Development, Financial Modeling, Corporate Finance, Financial Analysis, Teamwork, Social Media Marketing, Microsoft Excel, Marketing, Microsoft Office
Education
San Diego State University-California State University 2011 — 2016
Bachelor’s Degree, Finance and Entrepreneurship
Redondo Union Highschool 2007 — 2011
Eric Koch's LPL Financial Experience December 2011 - March 2013
Job Financial Reporting Accountant at Thermo Fisher Scientific (formerly Life Technologies)
Industry Biotechnology
Experience
Thermo Fisher Scientific November 2014 - Present
Thermo Fisher Scientific (formerly Life Technologies) January 2014 - November 2014
Life Technologies March 2013 - January 2014
LPL Financial December 2011 - March 2013
LPL Financial September 2011 - December 2011
DailyFlash May 2011 - December 2011
Palace Entertainment July 2008 - July 2011
Palace Entertainment July 2005 - July 2008
CarMax November 2007 - April 2008
Skills
Accounts Receivable, Accounting, Financial Reporting, Account Reconciliation, Variance Analysis, Invoicing, Accruals, Data Analysis, Journal Entries, SOX Compliance, Excel, Oracle E-Business Suite, Customer Service, Team Leadership, Finance, Cost Variance Analysis, Cost Accounting, US GAAP, SAP, EnterpriseOne
Education
San Diego State University-California State University 2005 — 2009
Bachelor, Business Administration, Emphasis in Finance
University of California, San Diego 2012 — 2015
Professional Certificate, Accounting
Mission Bay High School 2001 — 2005
HS Diploma, General Studies
Thermo Fisher Scientific November 2014 - Present
Thermo Fisher Scientific (formerly Life Technologies) January 2014 - November 2014
Life Technologies March 2013 - January 2014
LPL Financial December 2011 - March 2013
LPL Financial September 2011 - December 2011
DailyFlash May 2011 - December 2011
Palace Entertainment July 2008 - July 2011
Palace Entertainment July 2005 - July 2008
CarMax November 2007 - April 2008
Skills
Accounts Receivable, Accounting, Financial Reporting, Account Reconciliation, Variance Analysis, Invoicing, Accruals, Data Analysis, Journal Entries, SOX Compliance, Excel, Oracle E-Business Suite, Customer Service, Team Leadership, Finance, Cost Variance Analysis, Cost Accounting, US GAAP, SAP, EnterpriseOne
Education
San Diego State University-California State University 2005 — 2009
Bachelor, Business Administration, Emphasis in Finance
University of California, San Diego 2012 — 2015
Professional Certificate, Accounting
Mission Bay High School 2001 — 2005
HS Diploma, General Studies
Omar Kotob Omar Kotob's LPL Financial Experience February 2012 — August 2013
Job Project Manager at San Diego Housing Commission
Industry Financial Services
Experience
San Diego Housing Commission November 2014 — May 2016
Encore Capital Group August 2013 — May 2014
LPL Financial February 2012 — August 2013
WESTCOASTUNDERGROUND January 2011 — February 2012
WESTCOASTUNDERGROUND June 2001 — May 2006
EDF Renewable Energy May 2016 — Present
Skills
Business Analysis, PMO, SDLC, Program Management, Vendor Management, Visio, Process Improvement, Project Coordination, MS Project, Software Project..., PMP, Project Portfolio..., Business Process..., Agile Methodologies, Business Process, Requirements Gathering, IT Strategy, Agile Project Management, SharePoint, Resource Management, Enterprise Architecture, Project Delivery, Microsoft Project
Education
San Diego Miramar College 2003 — 2006
International Business
San Diego Housing Commission November 2014 — May 2016
Encore Capital Group August 2013 — May 2014
LPL Financial February 2012 — August 2013
WESTCOASTUNDERGROUND January 2011 — February 2012
WESTCOASTUNDERGROUND June 2001 — May 2006
EDF Renewable Energy May 2016 — Present
Skills
Business Analysis, PMO, SDLC, Program Management, Vendor Management, Visio, Process Improvement, Project Coordination, MS Project, Software Project..., PMP, Project Portfolio..., Business Process..., Agile Methodologies, Business Process, Requirements Gathering, IT Strategy, Agile Project Management, SharePoint, Resource Management, Enterprise Architecture, Project Delivery, Microsoft Project
Education
San Diego Miramar College 2003 — 2006
International Business
Eric Vargas Eric Vargas's LPL Financial Experience October 2014 - Present
Job Service 360 Supervisor at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
LPL Financial February 2013 - October 2014
LPL Financial June 2012 - February 2013
U.S. Bank March 2010 - April 2012
Skills
Retail Banking, Wealth Management, Customer Service, Financial Analysis, Loans, Banking, Credit Analysis, Commercial Lending, Investments, Analysis, Finance, Investment Banking, Credit, Portfolio Management, Commercial Banking, Mortgage Lending, Loan Origination, Mutual Funds, Team Management, Supervisory Management, Financial Services, Microsoft Office, Management, Financial Planning
Education
San Diego Mesa College 2012 — 2014
Associate of Science (A.S.), Finance, General
University of Cincinnati
LPL Financial October 2014 - Present
LPL Financial February 2013 - October 2014
LPL Financial June 2012 - February 2013
U.S. Bank March 2010 - April 2012
Skills
Retail Banking, Wealth Management, Customer Service, Financial Analysis, Loans, Banking, Credit Analysis, Commercial Lending, Investments, Analysis, Finance, Investment Banking, Credit, Portfolio Management, Commercial Banking, Mortgage Lending, Loan Origination, Mutual Funds, Team Management, Supervisory Management, Financial Services, Microsoft Office, Management, Financial Planning
Education
San Diego Mesa College 2012 — 2014
Associate of Science (A.S.), Finance, General
University of Cincinnati
David Kirchfeld's LPL Financial Experience January 2014 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
Key Investment Services December 2012 - January 2014
Merrill Lynch January 2011 - December 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Investments, Investment Strategies, Mortgage Lending, Credit
Education
San Diego State University-California State University 2000 — 2004
Bachelor’s Degree, Business Administration and Information Systems
LPL Financial January 2014 - Present
Key Investment Services December 2012 - January 2014
Merrill Lynch January 2011 - December 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Investments, Investment Strategies, Mortgage Lending, Credit
Education
San Diego State University-California State University 2000 — 2004
Bachelor’s Degree, Business Administration and Information Systems
Marie Daland, MA Marie Daland, MA's LPL Financial Experience February 2014 - Present
Job Marketing Communications/ UX Writer
Industry Writing and Editing
Experience
CorePower Yoga February 2015 - Present
LPL Financial February 2014 - Present
The Art Institutes July 2014 - October 2014
Intuit September 2013 - February 2014
San Diego Community College District January 2011 - January 2014
PETCO Animal Supplies, Inc. April 2012 - July 2013
PETCO Animal Supplies, Inc. November 2010 - April 2012
San Diego State University January 2009 - May 2010
ActionCOACH San Diego July 2008 - October 2008
Covario June 2007 - June 2008
Skills
Email Marketing, Marketing Communications, SEO, Marketing, Social Media Marketing, Blogging, Advertising, Social Media, Public Relations, Leadership, Product Marketing, Project Management, Press Releases, Strategy, Management, Newsletters, Photoshop, Lead Generation, Creative Direction, Graphic Design, Public Speaking, Training, CRM, Sales, Editing, Copy Editing, Copywriting, Proofreading, Web Content, Web Marketing, Web Content Optimization, Web Content Creation, Producing Web Content, Online Marketing
Education
CorePower Yoga 2014 — 2014
200-hour Registered Yoga Teacher Certification, Power Vinyasa
San Diego State University-California State University 2008 — 2010
MA, Communication Studies
San Diego State University-California State University 1998 — 2003
BA, Communication (Advertising emphasis)
CorePower Yoga February 2015 - Present
LPL Financial February 2014 - Present
The Art Institutes July 2014 - October 2014
Intuit September 2013 - February 2014
San Diego Community College District January 2011 - January 2014
PETCO Animal Supplies, Inc. April 2012 - July 2013
PETCO Animal Supplies, Inc. November 2010 - April 2012
San Diego State University January 2009 - May 2010
ActionCOACH San Diego July 2008 - October 2008
Covario June 2007 - June 2008
Skills
Email Marketing, Marketing Communications, SEO, Marketing, Social Media Marketing, Blogging, Advertising, Social Media, Public Relations, Leadership, Product Marketing, Project Management, Press Releases, Strategy, Management, Newsletters, Photoshop, Lead Generation, Creative Direction, Graphic Design, Public Speaking, Training, CRM, Sales, Editing, Copy Editing, Copywriting, Proofreading, Web Content, Web Marketing, Web Content Optimization, Web Content Creation, Producing Web Content, Online Marketing
Education
CorePower Yoga 2014 — 2014
200-hour Registered Yoga Teacher Certification, Power Vinyasa
San Diego State University-California State University 2008 — 2010
MA, Communication Studies
San Diego State University-California State University 1998 — 2003
BA, Communication (Advertising emphasis)
Erin Macias Erin Macias's LPL Financial Experience January 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
LPL Financial January 2014 - Present
Advisors Asset Management, Inc. January 2010 - December 2013
Advisors Asset Management, Inc. January 2008 - January 2010
Fixed Income Securities January 1998 - January 2008
ValuBond 2001 - 2003
Skills
Series 7, Series 63, Investments, Microsoft Office, Wealth Management, Bloomberg, Sales, Retirement Planning, Investment Management, Fixed Income, Equities, Microsoft Excel, Customer Service, PowerPoint, Business Development, Dell Workstations, Securities, Bonds, Dell KACE, Series 65, Software Documentation, Sales Management, Salesforce.com, Unit Investment Trusts, Structured Products
Education
San Diego State University-California State University 2011 — 2014
Bachelor of Science in Business Administration, Business Administration and Management, General
San Diego City College 2004 — 2007
Associates, Liberal Arts and Sciences, General Studies and Humanities
LPL Financial January 2014 - Present
Advisors Asset Management, Inc. January 2010 - December 2013
Advisors Asset Management, Inc. January 2008 - January 2010
Fixed Income Securities January 1998 - January 2008
ValuBond 2001 - 2003
Skills
Series 7, Series 63, Investments, Microsoft Office, Wealth Management, Bloomberg, Sales, Retirement Planning, Investment Management, Fixed Income, Equities, Microsoft Excel, Customer Service, PowerPoint, Business Development, Dell Workstations, Securities, Bonds, Dell KACE, Series 65, Software Documentation, Sales Management, Salesforce.com, Unit Investment Trusts, Structured Products
Education
San Diego State University-California State University 2011 — 2014
Bachelor of Science in Business Administration, Business Administration and Management, General
San Diego City College 2004 — 2007
Associates, Liberal Arts and Sciences, General Studies and Humanities
Jordan Dinsmore, MBA Jordan Dinsmore, MBA's LPL Financial Experience 2010 - Present
Job Senior Analyst, Business Management
Industry Financial Services
Experience
LPL Financial 2010 - Present
UPS September 2005 - August 2009
Falcon Financial Partners June 2007 - December 2007
Skills
Business Intelligence, SQL, QA Testing, Microsoft Access, Python, Query Writing, Siebel, Kaizen, Financial System..., VBA, User Acceptance Testing, Business Process..., Databases, SSRS, Data Mining, Statistical Data..., Analytic Problem Solving, Customer Service, Relationship Management, Project Analysis, System Testing, Client Presentation, Performance Dashboards, Investment Advisor..., Broker-Dealer Operations, Financial Services, Financial Operations, Finance, Microsoft Office
Education
San Diego State University-California State University 2009 — 2010
Master of Business Administration (MBA)
San Diego State University-California State University 2005 — 2009
Bachelor of Science (B.S.), Finance
LPL Financial 2010 - Present
UPS September 2005 - August 2009
Falcon Financial Partners June 2007 - December 2007
Skills
Business Intelligence, SQL, QA Testing, Microsoft Access, Python, Query Writing, Siebel, Kaizen, Financial System..., VBA, User Acceptance Testing, Business Process..., Databases, SSRS, Data Mining, Statistical Data..., Analytic Problem Solving, Customer Service, Relationship Management, Project Analysis, System Testing, Client Presentation, Performance Dashboards, Investment Advisor..., Broker-Dealer Operations, Financial Services, Financial Operations, Finance, Microsoft Office
Education
San Diego State University-California State University 2009 — 2010
Master of Business Administration (MBA)
San Diego State University-California State University 2005 — 2009
Bachelor of Science (B.S.), Finance
Steven McBrayer Steven McBrayer's LPL Financial Experience February 2011 - September 2013
Job Relationship Manager II, Advisor Relations at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional February 2014 - Present
Pence Wealth Management September 2013 - February 2014
LPL Financial February 2011 - September 2013
LPL Financial November 2007 - February 2011
McBrayer Financial Life Insurance June 2005 - May 2009
LPL Financial December 2006 - November 2007
MassMutual Financial Group June 2005 - December 2006
Skills
Financial Services, Series 7, Series 6, Series 63, Series 65, Investments, Asset Allocation, Wealth Management, Securities, Mutual Funds, Portfolio Management, Insurance, Retirement Planning, Bonds, Equities, Options, Fixed Income, Microsoft Excel, Uniform Combined State..., Project Management, Strategic Financial..., PowerPoint, Risk Management, Financial Planning, Relationship Management, Client Relationships..., Client Services, Salesforce.com, Microsoft Office
Education
San Diego Mesa College 2007 — 2012
Associate of Arts and Sciences (A.A.S.), Economics
TD Ameritrade Institutional February 2014 - Present
Pence Wealth Management September 2013 - February 2014
LPL Financial February 2011 - September 2013
LPL Financial November 2007 - February 2011
McBrayer Financial Life Insurance June 2005 - May 2009
LPL Financial December 2006 - November 2007
MassMutual Financial Group June 2005 - December 2006
Skills
Financial Services, Series 7, Series 6, Series 63, Series 65, Investments, Asset Allocation, Wealth Management, Securities, Mutual Funds, Portfolio Management, Insurance, Retirement Planning, Bonds, Equities, Options, Fixed Income, Microsoft Excel, Uniform Combined State..., Project Management, Strategic Financial..., PowerPoint, Risk Management, Financial Planning, Relationship Management, Client Relationships..., Client Services, Salesforce.com, Microsoft Office
Education
San Diego Mesa College 2007 — 2012
Associate of Arts and Sciences (A.A.S.), Economics
Verona Joseph Verona Joseph's LPL Financial Experience July 2007 - September 2011
Job Real Estate Agent at Keller Williams
Industry Real Estate
Experience
Keller Williams October 2015 - Present
Commonwealth Financial Network February 2013 - Present
CountonV July 2012 - Present
Allianz Global Investors October 2011 - February 2012
LPL Financial July 2007 - September 2011
AccountNow September 2006 - June 2007
St George Bank January 2005 - July 2006
Strathfield Partners Real Estate January 2004 - January 2005
Harris Tripp First National January 2001 - January 2003
NRMA June 2000 - January 2002
Skills
Management, Finance, Financial Services, Call Centers, Sales, Customer Service, Insurance, Securities, Credit Cards, Risk Management, Data Entry, Administrative..., Real Estate, Mutual Funds, Stocks, Certificates of Deposit, Broker-Dealer, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Concur, Auditing, Life Insurance, Savings Accounts, Banking, Office Administration, Customer Service..., Money Transfers, Phone Etiquette, Email Clients, Problem Solving, Deadline Oriented, Thrive in A Fast-paced..., Organization Skills, Calendar Planning, Loans, ATMs, Medical Terminology, Cross Selling
Education
San Diego City College 2014 — 2018
San Diego City College 2014 — 2016
Associate's Degree, General Studies
Keller Williams October 2015 - Present
Commonwealth Financial Network February 2013 - Present
CountonV July 2012 - Present
Allianz Global Investors October 2011 - February 2012
LPL Financial July 2007 - September 2011
AccountNow September 2006 - June 2007
St George Bank January 2005 - July 2006
Strathfield Partners Real Estate January 2004 - January 2005
Harris Tripp First National January 2001 - January 2003
NRMA June 2000 - January 2002
Skills
Management, Finance, Financial Services, Call Centers, Sales, Customer Service, Insurance, Securities, Credit Cards, Risk Management, Data Entry, Administrative..., Real Estate, Mutual Funds, Stocks, Certificates of Deposit, Broker-Dealer, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Concur, Auditing, Life Insurance, Savings Accounts, Banking, Office Administration, Customer Service..., Money Transfers, Phone Etiquette, Email Clients, Problem Solving, Deadline Oriented, Thrive in A Fast-paced..., Organization Skills, Calendar Planning, Loans, ATMs, Medical Terminology, Cross Selling
Education
San Diego City College 2014 — 2018
San Diego City College 2014 — 2016
Associate's Degree, General Studies
Brian Kravetz, CPA Brian Kravetz, CPA's LPL Financial Experience May 2015 - Present
Job Accounting Manager at LPL Financial
Industry Accounting
Experience
LPL Financial May 2015 - Present
PICO Holdings, Inc. May 2010 - May 2015
KPMG September 2007 - May 2010
Sempra Energy May 2006 - September 2007
Skills
Accounting, Tax, Accounts Payable, Accounts Receivable, Financial Analysis, Auditing, US GAAP, Financial Reporting, Internal Controls, Corporate Tax, Financial Modeling
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Science, Accounting
LPL Financial May 2015 - Present
PICO Holdings, Inc. May 2010 - May 2015
KPMG September 2007 - May 2010
Sempra Energy May 2006 - September 2007
Skills
Accounting, Tax, Accounts Payable, Accounts Receivable, Financial Analysis, Auditing, US GAAP, Financial Reporting, Internal Controls, Corporate Tax, Financial Modeling
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Science, Accounting
Amber Hession Amber Hession's LPL Financial Experience July 2015 - Present
Job Actively seeking new opportunities.
Industry Financial Services
Experience
LPL Financial July 2015 - Present
Epsilon Systems Solutions, Inc. December 2014 - May 2015
SAIC May 2009 - April 2012
SAIC March 2006 - May 2009
SAIC July 2004 - March 2006
New Alternatives For Children November 1998 - July 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Government Contracting, Deltek, SAP, Bank Reconciliation, Cost Accounting, Financial Forecasting, GAAP, Microsoft Excel, Variance Analysis, Financial Analysis, Forecasting, Cognos, Accounts Receivable, Auditing, Accruals, Sarbanes-Oxley, Journal Entries, Internal Audit, Budgets, Invoicing, Spreadsheets, Microsoft Word, Pivot Tables, US GAAP, Microsoft Office, Outlook, Government Accounting, DoD, SAP R/3, SOX Compliancy, MS Excel Pivot Tables, SOX 404, Budget Monitoring, Monthly Close, Monthly Closing, SnagIt, Shared Service Center, SAP ERP, Financial Variance..., Financial Statement..., Microsoft Office 2007, Brio Query, Year-end Close, Budget Forecasts, Compliance Testing, 404 Compliance, Costpoint
Education
San Diego State University-California State University 2001 — 2004
Bachelor of Science, Business Administration/Finance
LPL Financial July 2015 - Present
Epsilon Systems Solutions, Inc. December 2014 - May 2015
SAIC May 2009 - April 2012
SAIC March 2006 - May 2009
SAIC July 2004 - March 2006
New Alternatives For Children November 1998 - July 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Government Contracting, Deltek, SAP, Bank Reconciliation, Cost Accounting, Financial Forecasting, GAAP, Microsoft Excel, Variance Analysis, Financial Analysis, Forecasting, Cognos, Accounts Receivable, Auditing, Accruals, Sarbanes-Oxley, Journal Entries, Internal Audit, Budgets, Invoicing, Spreadsheets, Microsoft Word, Pivot Tables, US GAAP, Microsoft Office, Outlook, Government Accounting, DoD, SAP R/3, SOX Compliancy, MS Excel Pivot Tables, SOX 404, Budget Monitoring, Monthly Close, Monthly Closing, SnagIt, Shared Service Center, SAP ERP, Financial Variance..., Financial Statement..., Microsoft Office 2007, Brio Query, Year-end Close, Budget Forecasts, Compliance Testing, 404 Compliance, Costpoint
Education
San Diego State University-California State University 2001 — 2004
Bachelor of Science, Business Administration/Finance
Adam Kukura's LPL Financial Experience October 2014 - July 2015
Job Customer Support Specialist at Illumina
Industry Financial Services
Experience
Illumina July 2015 - Present
LPL Financial October 2014 - July 2015
JPMorgan Chase May 2009 - October 2014
SeaWorld San Diego April 2007 - April 2009
Skills
Customer Service, Banking, Finance, Tactfulness, Microsoft Office, Multi Tasking, Financial Statements, Business Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Work Well Independently, Outlook, Oracle Applications, Oracle, Siebel, Citrix, SharePoint, Command Prompt, Order Fulfillment
Education
San Diego State University-California State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
San Diego Mesa College 2006 — 2008
Associate's degree
Illumina July 2015 - Present
LPL Financial October 2014 - July 2015
JPMorgan Chase May 2009 - October 2014
SeaWorld San Diego April 2007 - April 2009
Skills
Customer Service, Banking, Finance, Tactfulness, Microsoft Office, Multi Tasking, Financial Statements, Business Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Work Well Independently, Outlook, Oracle Applications, Oracle, Siebel, Citrix, SharePoint, Command Prompt, Order Fulfillment
Education
San Diego State University-California State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
San Diego Mesa College 2006 — 2008
Associate's degree
Cean Davis Cean Davis's LPL Financial Experience July 2007 - August 2008
Job Employee Benefits Account Manager & Independent Insurance/Real Estate Agent
Industry Insurance
Experience
Alliant Insurance Services November 2013 - Present
CBIZ Special Risk Insurance Services, Inc. November 2008 - September 2012
LPL Financial July 2007 - August 2008
State Farm Insurance Agency February 2004 - May 2007
Tax & Financial Center/Gibraltar Realty July 2000 - September 2003
Skills
Insurance, Customer Service, Underwriting, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Account Management, Management, Budgets, Life Insurance, Sales, Team Building, Negotiation, Term Life Insurance, Software Documentation, Disability Insurance, Financial Services, Employee Benefits, Policy
Education
San Diego Miramar College
Poway High School
Alliant Insurance Services November 2013 - Present
CBIZ Special Risk Insurance Services, Inc. November 2008 - September 2012
LPL Financial July 2007 - August 2008
State Farm Insurance Agency February 2004 - May 2007
Tax & Financial Center/Gibraltar Realty July 2000 - September 2003
Skills
Insurance, Customer Service, Underwriting, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Account Management, Management, Budgets, Life Insurance, Sales, Team Building, Negotiation, Term Life Insurance, Software Documentation, Disability Insurance, Financial Services, Employee Benefits, Policy
Education
San Diego Miramar College
Poway High School
Noel Andersen Noel Andersen's LPL Financial Experience March 2013 - Present
Job AVP, Direct Marketing at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2013 - Present
LPL Financial July 2009 - March 2013
HSBC January 2005 - October 2008
RXPM 2004 - 2004
Zip Beverage February 1998 - August 2003
Skills
Marketing Strategy, Brand Development, Brand Awareness, Analytics, Financial Services, Public Speaking, Contract Negotiation, Email Marketing, Direct Marketing, Creative Direction, Finance, Leadership, Marketing Communications, Negotiation, SEO, Online Marketing, Project Management, Strategy
Education
San Diego State University-California State University 2009 — 2009
Professional Certification, Project Management
The University of Montana - School of Business Administration 1998 — 2003
BS, Business Administration
LPL Financial March 2013 - Present
LPL Financial July 2009 - March 2013
HSBC January 2005 - October 2008
RXPM 2004 - 2004
Zip Beverage February 1998 - August 2003
Skills
Marketing Strategy, Brand Development, Brand Awareness, Analytics, Financial Services, Public Speaking, Contract Negotiation, Email Marketing, Direct Marketing, Creative Direction, Finance, Leadership, Marketing Communications, Negotiation, SEO, Online Marketing, Project Management, Strategy
Education
San Diego State University-California State University 2009 — 2009
Professional Certification, Project Management
The University of Montana - School of Business Administration 1998 — 2003
BS, Business Administration
Andrew Luna Andrew Luna's LPL Financial Experience March 2014 - May 2014
Job Fraud Analyst at Lightstream, a division of SunTrust Bank
Industry Financial Services
Experience
Lightstream, a division of SunTrust Bank June 2015 - Present
First Allied Securities, Inc. June 2014 - August 2014
LPL Financial March 2014 - May 2014
Mu Sigma Consulting August 2013 - January 2014
City of San Ramon Parks and Community Services January 2009 - August 2013
Vans June 2012 - August 2012
Skills
Customer Service, Teamwork, Time Management, Public Speaking, Social Networking, Organization, Sales, Social Media, Team Leadership, Outdoor Recreation, Accounting, Leadership, PowerPoint, Microsoft Excel, Facebook, Leadership Development, Outlook, Google Docs, Close Attention to..., Microsoft Office, Event Planning, Fundraising, Social Media Marketing, Business Planning, Research, Budgets, Highly personable, Microsoft Word, Spanish, Event Management, Project Management, Management Consulting, Financial Planning
Education
San Diego State University-California State University 2011 — 2015
Bachelor's Degree, Business Administration-Financial Services, Graduate
De La Salle High School 2007 — 2011
High School Diploma
Lightstream, a division of SunTrust Bank June 2015 - Present
First Allied Securities, Inc. June 2014 - August 2014
LPL Financial March 2014 - May 2014
Mu Sigma Consulting August 2013 - January 2014
City of San Ramon Parks and Community Services January 2009 - August 2013
Vans June 2012 - August 2012
Skills
Customer Service, Teamwork, Time Management, Public Speaking, Social Networking, Organization, Sales, Social Media, Team Leadership, Outdoor Recreation, Accounting, Leadership, PowerPoint, Microsoft Excel, Facebook, Leadership Development, Outlook, Google Docs, Close Attention to..., Microsoft Office, Event Planning, Fundraising, Social Media Marketing, Business Planning, Research, Budgets, Highly personable, Microsoft Word, Spanish, Event Management, Project Management, Management Consulting, Financial Planning
Education
San Diego State University-California State University 2011 — 2015
Bachelor's Degree, Business Administration-Financial Services, Graduate
De La Salle High School 2007 — 2011
High School Diploma
Thomas Cabrera Thomas Cabrera's LPL Financial Experience March 2008 - Present
Job Student at San Diego Mesa College
Industry Financial Services
Experience
LPL Financial March 2008 - Present
Skills
Microsoft Office, Customer Service, Document Imaging, Business Process..., Citrix, Indexing, Employee Training, Internal Communications, Economics
Education
San Diego Mesa College 2015 — 2019
LPL Financial March 2008 - Present
Skills
Microsoft Office, Customer Service, Document Imaging, Business Process..., Citrix, Indexing, Employee Training, Internal Communications, Economics
Education
San Diego Mesa College 2015 — 2019
Albertine Feurer-Young Albertine Feurer-Young's LPL Financial Experience 2006 - Present
Job Photographer | Artist at the Art of Albertine Studios
Industry Photography
Experience
Art of Albertine Studios January 2009 - Present
Grace & Company 2007 - Present
LPL Financial 2006 - Present
GVA (Community Betterment Organization) 2007 - December 2010
Mira Mesa Town Council 2008 - 2010
Mira Mesa Theatre Guild 2008 - 2010
LPL Financial 2006 - January 2009
Residential Capital Mortgage Income Fund 2005 - 2006
Residential Capital Mortgage Income Fund 2000 - 2006
Residential Capital Mortgage Income Fund 2002 - 2005
Skills
Project Management, Training, Leadership, Community Service, Management, Photography, Outlook, Project Planning, Customer Service, Public Speaking, Microsoft Office, Marketing, Advertising, Analysis, Human Resources, Coaching, Sales, Finance, Employee Relations, Teamwork, Public Relations, Networking, New Business Development, Editing, Interviews, Team Building, Real Estate, Social Media Marketing, Small Business, Entrepreneurship
Education
University of Phoenix 2006 — 2008
BS, Business Management
San Diego Mesa College
Art of Albertine Studios January 2009 - Present
Grace & Company 2007 - Present
LPL Financial 2006 - Present
GVA (Community Betterment Organization) 2007 - December 2010
Mira Mesa Town Council 2008 - 2010
Mira Mesa Theatre Guild 2008 - 2010
LPL Financial 2006 - January 2009
Residential Capital Mortgage Income Fund 2005 - 2006
Residential Capital Mortgage Income Fund 2000 - 2006
Residential Capital Mortgage Income Fund 2002 - 2005
Skills
Project Management, Training, Leadership, Community Service, Management, Photography, Outlook, Project Planning, Customer Service, Public Speaking, Microsoft Office, Marketing, Advertising, Analysis, Human Resources, Coaching, Sales, Finance, Employee Relations, Teamwork, Public Relations, Networking, New Business Development, Editing, Interviews, Team Building, Real Estate, Social Media Marketing, Small Business, Entrepreneurship
Education
University of Phoenix 2006 — 2008
BS, Business Management
San Diego Mesa College
Trevor Mason's LPL Financial Experience December 2011 - May 2012
Job Property Tax Consultant at Ernst & Young
Industry Investment Management
Experience
EY November 2013 - Present
RJL Wealth Management, LLC January 2013 - September 2013
RJL Wealth Management May 2012 - September 2013
Lucia Securities, LLC May 2012 - September 2013
LPL Financial December 2011 - May 2012
Traveled October 2010 - November 2011
Avant-Garde Wealth Manangement February 2010 - June 2010
JP Morgan Chase February 2009 - February 2010
RBC July 2007 - January 2009
San Diego State University October 2006 - June 2007
Skills
Series 7, Series 66, Insurance, Financial Planning, Investments, Retirement Planning, Portfolio Management, Asset Management, Uniform Combined State..., Strategic Financial..., Asset Managment, Risk Management, Financial Advisory, Securities, Wealth Management, Trading, Investment Management, Finance, ETFs, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investment Strategies, Equities
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Science (B.S.) Business Adminstration, Finance
Rocklin High school
EY November 2013 - Present
RJL Wealth Management, LLC January 2013 - September 2013
RJL Wealth Management May 2012 - September 2013
Lucia Securities, LLC May 2012 - September 2013
LPL Financial December 2011 - May 2012
Traveled October 2010 - November 2011
Avant-Garde Wealth Manangement February 2010 - June 2010
JP Morgan Chase February 2009 - February 2010
RBC July 2007 - January 2009
San Diego State University October 2006 - June 2007
Skills
Series 7, Series 66, Insurance, Financial Planning, Investments, Retirement Planning, Portfolio Management, Asset Management, Uniform Combined State..., Strategic Financial..., Asset Managment, Risk Management, Financial Advisory, Securities, Wealth Management, Trading, Investment Management, Finance, ETFs, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investment Strategies, Equities
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Science (B.S.) Business Adminstration, Finance
Rocklin High school
Edrian (Eddie) Keenan Edrian (Eddie) Keenan's LPL Financial Experience September 2011 - October 2014
Job Desktop Support Specialist at BofI Federal Bank
Industry Information Services
Experience
BofI Federal Bank August 2015 - Present
ResMed (via Eastridge Infotech) March 2015 - August 2015
Provide Commerce December 2014 - February 2015
LPL Financial September 2011 - October 2014
Scripps Health (Eastridge Infotech) May 2010 - August 2011
Mitchell International January 2008 - November 2008
JB Medical Management Solutions March 2007 - December 2007
CompUSA March 2005 - March 2007
Robinsons-May October 2004 - January 2005
Coldstone Creamery September 2003 - October 2004
Skills
Windows, Mac OS, Microsoft Office, Active Directory, SCCM, AutoIt, Casper, Powershell, Networking, Windows Server, Windows Scripting, DeployStudio, IT Hardware Support, Information Security, iOS, Mobile Devices, Microsoft SQL Server, Printers, Visio
Education
San Diego City College 2008 — 2010
Murrieta Valley High School 2001 — 2004
High School
Channel Islands High School 2000 — 2001
High School
BofI Federal Bank August 2015 - Present
ResMed (via Eastridge Infotech) March 2015 - August 2015
Provide Commerce December 2014 - February 2015
LPL Financial September 2011 - October 2014
Scripps Health (Eastridge Infotech) May 2010 - August 2011
Mitchell International January 2008 - November 2008
JB Medical Management Solutions March 2007 - December 2007
CompUSA March 2005 - March 2007
Robinsons-May October 2004 - January 2005
Coldstone Creamery September 2003 - October 2004
Skills
Windows, Mac OS, Microsoft Office, Active Directory, SCCM, AutoIt, Casper, Powershell, Networking, Windows Server, Windows Scripting, DeployStudio, IT Hardware Support, Information Security, iOS, Mobile Devices, Microsoft SQL Server, Printers, Visio
Education
San Diego City College 2008 — 2010
Murrieta Valley High School 2001 — 2004
High School
Channel Islands High School 2000 — 2001
High School
Angelica Tachiquin Angelica Tachiquin's LPL Financial Experience April 2011 - February 2012
Job National Accounts Relationship Manager at Pacific Southwest Financial
Industry Insurance
Experience
Pacific Southwest Financial June 2015 - Present
Wealthbridge Insurance Solutions March 2013 - May 2015
Farmers/McClurg Insurance Services August 2012 - March 2013
LPL Financial April 2011 - February 2012
Advanced Planning Services, Inc September 2008 - January 2009
Greenbook Financial/Advanced Equities Insurance Services, Inc June 2001 - February 2008
Skills
Insurance, Term Life Insurance, Life Insurance, Retirement, Fixed Annuities, Retirement Planning, Small Business, Estate Planning, Long-term Care, Asset Management, Income Protection, Client Relations, Wealth Accumulation, 401k, IRAs, Living Trust, Account Management, Office Administration
Education
University of Phoenix
Business Administration
San Diego City College 2010 — 2012
business
Pacific Southwest Financial June 2015 - Present
Wealthbridge Insurance Solutions March 2013 - May 2015
Farmers/McClurg Insurance Services August 2012 - March 2013
LPL Financial April 2011 - February 2012
Advanced Planning Services, Inc September 2008 - January 2009
Greenbook Financial/Advanced Equities Insurance Services, Inc June 2001 - February 2008
Skills
Insurance, Term Life Insurance, Life Insurance, Retirement, Fixed Annuities, Retirement Planning, Small Business, Estate Planning, Long-term Care, Asset Management, Income Protection, Client Relations, Wealth Accumulation, 401k, IRAs, Living Trust, Account Management, Office Administration
Education
University of Phoenix
Business Administration
San Diego City College 2010 — 2012
business
Michelle (Michelle Uriarte) Regan Michelle (Michelle Uriarte) Regan's LPL Financial Experience March 2013 - Present
Job Senior Training Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2013 - Present
LPL Financial May 2011 - March 2013
LPL Financial November 2009 - May 2011
Old Navy March 2007 - November 2009
Knox Attorney Service January 2006 - August 2006
Gap Inc. July 1994 - March 2005
Skills
Customer Service, Supervisory Skills, PowerPoint, Customer Relations, Microsoft Office, Retail, Scheduling, Problem Solving, Team Leadership, Inventory Management, Time Management, Sales, Visual Merchandising, Training, Team Building, Employee Relations, Management, Analysis, CRM, Financial Analysis, Risk Management, Financial Services, Process Improvement
Education
San Diego State University-California State University 2005 — 2007
Bachelors, Communication
New York Institute of Finance
Certificate in Finance, Finance, General
LPL Financial March 2013 - Present
LPL Financial May 2011 - March 2013
LPL Financial November 2009 - May 2011
Old Navy March 2007 - November 2009
Knox Attorney Service January 2006 - August 2006
Gap Inc. July 1994 - March 2005
Skills
Customer Service, Supervisory Skills, PowerPoint, Customer Relations, Microsoft Office, Retail, Scheduling, Problem Solving, Team Leadership, Inventory Management, Time Management, Sales, Visual Merchandising, Training, Team Building, Employee Relations, Management, Analysis, CRM, Financial Analysis, Risk Management, Financial Services, Process Improvement
Education
San Diego State University-California State University 2005 — 2007
Bachelors, Communication
New York Institute of Finance
Certificate in Finance, Finance, General
Clorinda Espinoza Clorinda Espinoza's LPL Financial Experience July 2010 - Present
Job Associate Analyst LPL Finanical
Industry Financial Services
Experience
LPL Finanical December 2010 - Present
LPL Financial July 2010 - Present
Science Applied International Corporation December 2008 - January 2010
San Diego Unified School District September 2007 - December 2007
Scripps Health December 1998 - May 2007
Skills
Microsoft Excel, Management, PowerPoint, Outlook, Customer Service, Databases, Data Analysis, Testing, Analysis, Research, Finance, Program Management, Marketing, Account Reconciliation, Accounting
Education
San Diego Miramar College 1988 — 1991
AA Degree, Psychology
University of California, Berkeley
BA Degree, Psychology
University of California, San Diego
Psychology
LPL Finanical December 2010 - Present
LPL Financial July 2010 - Present
Science Applied International Corporation December 2008 - January 2010
San Diego Unified School District September 2007 - December 2007
Scripps Health December 1998 - May 2007
Skills
Microsoft Excel, Management, PowerPoint, Outlook, Customer Service, Databases, Data Analysis, Testing, Analysis, Research, Finance, Program Management, Marketing, Account Reconciliation, Accounting
Education
San Diego Miramar College 1988 — 1991
AA Degree, Psychology
University of California, Berkeley
BA Degree, Psychology
University of California, San Diego
Psychology
Corey Boda Corey Boda's LPL Financial Experience 2006 - October 2014
Job Franchise Owner at TITLE Boxing Club
Industry Health, Wellness and Fitness
Experience
TITLE Boxing Club May 2013 - Present
LPL Financial 2006 - October 2014
Tactile Signage January 2008 - January 2010
Skills
Account Management, Sales, Sales Management, Cold Calling, New Business Development, Salesforce.com, Direct Sales, Marketing Strategy, B2B, Selling, Sales Presentations, Marketing, Customer Service, Contract Negotiation, Sales Process, Financial Analysis, Applicant Tracking..., Leadership, Online Marketing, Direct Marketing, Budgets, Social Media Marketing, Microsoft Excel, Social Media, Finance, Strategic Planning
Education
San Diego State University-California State University 2001 — 2005
Bachelor of Business Administration (BBA), Information Technology
TITLE Boxing Club May 2013 - Present
LPL Financial 2006 - October 2014
Tactile Signage January 2008 - January 2010
Skills
Account Management, Sales, Sales Management, Cold Calling, New Business Development, Salesforce.com, Direct Sales, Marketing Strategy, B2B, Selling, Sales Presentations, Marketing, Customer Service, Contract Negotiation, Sales Process, Financial Analysis, Applicant Tracking..., Leadership, Online Marketing, Direct Marketing, Budgets, Social Media Marketing, Microsoft Excel, Social Media, Finance, Strategic Planning
Education
San Diego State University-California State University 2001 — 2005
Bachelor of Business Administration (BBA), Information Technology
Brittany Kritsch's LPL Financial Experience March 2013 - May 2014
Job Regional Litigation Consultant at Esquire Solutions
Industry Legal Services
Experience
Esquire Solutions October 2014 - Present
LPL Financial March 2013 - May 2014
LPL Financial December 2012 - March 2013
Ra Sushi October 2007 - March 2013
Integrated Sports Marketing March 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Asset Management, Loans, Financial Analysis, Mutual Funds, Portfolio Management, Investments, Wealth Management, Business Analysis, Relationship Management, Series 63, Financial Services, Banking, Retirement Planning, Bloomberg, Credit, Financial Advisory, Strategic Financial..., Retirement, Management, Fixed Income, Risk Management, Access, Series 7, Asset Allocation, Call Centers, Finance, Securities, Insurance, Equities, Process Improvement, Training
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Westlake High School 2002 — 2004
Esquire Solutions October 2014 - Present
LPL Financial March 2013 - May 2014
LPL Financial December 2012 - March 2013
Ra Sushi October 2007 - March 2013
Integrated Sports Marketing March 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Asset Management, Loans, Financial Analysis, Mutual Funds, Portfolio Management, Investments, Wealth Management, Business Analysis, Relationship Management, Series 63, Financial Services, Banking, Retirement Planning, Bloomberg, Credit, Financial Advisory, Strategic Financial..., Retirement, Management, Fixed Income, Risk Management, Access, Series 7, Asset Allocation, Call Centers, Finance, Securities, Insurance, Equities, Process Improvement, Training
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Westlake High School 2002 — 2004
Tim Carter Tim Carter's LPL Financial Experience August 2013 - Present
Job Senior Vice President, Human Resources at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2013 - Present
G4S Integrated Services (formerly All Star International) March 2009 - February 2013
PAREXEL July 2008 - March 2009
Start Up Technology Company February 2004 - June 2008
Home Depot October 2000 - February 2004
Ortho-McNeil Pharmaceutical, Inc April 1999 - October 2000
USMC December 1991 - April 1999
Skills
Mergers, Acquisition Analysis, Compensation, Performance Management, Six Sigma, Cost Analysis, Policy, HRIS, Deferred Compensation, Workforce Planning, Business Valuation, Succession Planning, Employee Relations, Cost Benefit, Talent Acquisition, Management, Conflict Resolution, Human Resources, Personnel Management, Training, Organizational Design, Talent Management, Recruiting, Applicant Tracking..., Employee Benefits, College Recruiting, Leadership, Onboarding, Temporary Placement, Strategy, Employment Law, Strategic Planning, Process Improvement, Change Management, Employee Engagement, Start-ups, Organizational..., Labor Relations, Business Development, Organizational..., Technical Recruiting, Benefits Administration, Union Avoidance, New Hire Orientations, Interviews, Government, HR Consulting, Executive Coaching, Compensation & Benefit, Executive Search
Education
San Diego State University-California State University 1987 — 1991
BA
University of Phoenix 2002 — 2004
MBA
LPL Financial August 2013 - Present
G4S Integrated Services (formerly All Star International) March 2009 - February 2013
PAREXEL July 2008 - March 2009
Start Up Technology Company February 2004 - June 2008
Home Depot October 2000 - February 2004
Ortho-McNeil Pharmaceutical, Inc April 1999 - October 2000
USMC December 1991 - April 1999
Skills
Mergers, Acquisition Analysis, Compensation, Performance Management, Six Sigma, Cost Analysis, Policy, HRIS, Deferred Compensation, Workforce Planning, Business Valuation, Succession Planning, Employee Relations, Cost Benefit, Talent Acquisition, Management, Conflict Resolution, Human Resources, Personnel Management, Training, Organizational Design, Talent Management, Recruiting, Applicant Tracking..., Employee Benefits, College Recruiting, Leadership, Onboarding, Temporary Placement, Strategy, Employment Law, Strategic Planning, Process Improvement, Change Management, Employee Engagement, Start-ups, Organizational..., Labor Relations, Business Development, Organizational..., Technical Recruiting, Benefits Administration, Union Avoidance, New Hire Orientations, Interviews, Government, HR Consulting, Executive Coaching, Compensation & Benefit, Executive Search
Education
San Diego State University-California State University 1987 — 1991
BA
University of Phoenix 2002 — 2004
MBA
Amber Gonzalez's LPL Financial Experience 2005 - Present
Job Operations Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial 2005 - Present
San Diego County Credit Union October 2003 - March 2006
Skills
Microsoft Office, Banking, Risk Management, Financial Analysis, Process Improvement, Finance, Financial Services, Microsoft Word, Business Analysis, Analysis, Series 7
Education
San Diego Mesa College
LPL Financial 2005 - Present
San Diego County Credit Union October 2003 - March 2006
Skills
Microsoft Office, Banking, Risk Management, Financial Analysis, Process Improvement, Finance, Financial Services, Microsoft Word, Business Analysis, Analysis, Series 7
Education
San Diego Mesa College
Amy Singer, CPA Amy Singer, CPA's LPL Financial Experience March 2013 - Present
Job Senior Internal Auditor at LPL Financial
Industry Accounting
Experience
LPL Financial March 2013 - Present
BDO USA, LLP October 2010 - March 2013
Bank of the West November 2006 - June 2009
Skills
Auditing, GAAP, US GAAP, Internal Audit, External Audit, IFRS, Revenue Recognition, Financial Audits
Education
San Diego State University-California State University 2008 — 2010
Bachelor of Science in Business Administration, Accounting
LPL Financial March 2013 - Present
BDO USA, LLP October 2010 - March 2013
Bank of the West November 2006 - June 2009
Skills
Auditing, GAAP, US GAAP, Internal Audit, External Audit, IFRS, Revenue Recognition, Financial Audits
Education
San Diego State University-California State University 2008 — 2010
Bachelor of Science in Business Administration, Accounting
Alyssa (Manen) Otis Alyssa (Manen) Otis's LPL Financial Experience February 2011 - December 2011
Job AVP | Branch Manager at Bank of Southern California formerly First Business Bank
Industry Banking
Experience
Bank of Southern California formerly First Business Bank December 2011 - Present
LPL Financial February 2011 - December 2011
U.S. Bank formerly San Diego National Bank August 2007 - February 2011
Skills
Commercial Banking, Commercial Lending, Customer Service
Education
National University 2013 — 2014
Master of Arts (MA), Strategic Communication
San Diego State University-California State University 2007 — 2010
Bachelor's degree, Political Science and Government
Bank of Southern California formerly First Business Bank December 2011 - Present
LPL Financial February 2011 - December 2011
U.S. Bank formerly San Diego National Bank August 2007 - February 2011
Skills
Commercial Banking, Commercial Lending, Customer Service
Education
National University 2013 — 2014
Master of Arts (MA), Strategic Communication
San Diego State University-California State University 2007 — 2010
Bachelor's degree, Political Science and Government
Joe Sovcik Joe Sovcik's LPL Financial Experience April 2010 - Present
Job Finance & Corporate Development Leader
Industry Financial Services
Experience
LPL Financial April 2010 - Present
LPL Financial June 2008 - March 2010
Cove Partners LLC 2003 - 2008
Gerard Klauer Mattison & Co., Inc. 2000 - 2002
U.S. Bank 1999 - 2000
Skills
Valuation, Financial Analysis, Finance, Strategy, Private Equity, Business Strategy, Investments, IPO, Corporate Development, Capital Markets, Investment Banking, Equities, Company Acquisitions, Strategic Financial..., Financial Forecasting, Financial Services, Financial Modeling, LBO, Business Plan Evaluation, Business Planning, Financial Reporting, Forecasting, Business Development, Analysis, Credit, Mergers & Acquisitions, Budgets, Financial Planning, Teamwork, Communication, Problem Solving, Collaboration, Strategic Planning
Education
San Diego State University-California State University 2003 — 2005
Masters, Finance
University of Denver 1996 — 2000
BSBA, Finance
St. Michael's High School
LPL Financial April 2010 - Present
LPL Financial June 2008 - March 2010
Cove Partners LLC 2003 - 2008
Gerard Klauer Mattison & Co., Inc. 2000 - 2002
U.S. Bank 1999 - 2000
Skills
Valuation, Financial Analysis, Finance, Strategy, Private Equity, Business Strategy, Investments, IPO, Corporate Development, Capital Markets, Investment Banking, Equities, Company Acquisitions, Strategic Financial..., Financial Forecasting, Financial Services, Financial Modeling, LBO, Business Plan Evaluation, Business Planning, Financial Reporting, Forecasting, Business Development, Analysis, Credit, Mergers & Acquisitions, Budgets, Financial Planning, Teamwork, Communication, Problem Solving, Collaboration, Strategic Planning
Education
San Diego State University-California State University 2003 — 2005
Masters, Finance
University of Denver 1996 — 2000
BSBA, Finance
St. Michael's High School
Aaron Curtis, MSBA Aaron Curtis, MSBA's LPL Financial Experience April 2011 - August 2011
Job Software Development Manager at Certona
Industry Computer Software
Experience
Certona February 2013 - Present
Certona August 2011 - Present
DNA Developments, LLC August 2007 - March 2013
LPL Financial April 2011 - August 2011
Callaway Golf December 2007 - November 2010
Centex Homes June 2006 - August 2007
Cardinal Health August 2000 - October 2005
Unisys November 1999 - August 2000
Qualcomm July 1997 - November 1999
Skills
jQuery, JavaScript, AJAX, CSS, XML, C#, ASP.NET, ASP.NET MVC, ASP.NET AJAX, SSIS, Microsoft SQL Server, Entity Framework, HTML, VB.NET, VBScript, SSRS, Agile Methodologies, Agile Project Management, SaaS, Databases, SDLC, Business Intelligence, Software Project..., Web Services, Scrum, Software Development, SQL, .NET, LINQ, IIS, Web Applications, T-SQL, ASP, Visual Basic, MVC, Visual Studio, XSLT, Architectures, E-commerce, WCF, PHP, SOA, Enterprise Software, Integration, Start-ups, Web Development, Architecture
Education
San Diego State University-California State University 2002 — 2005
Masters, Information & Decision Systems
San Diego State University-California State University 1994 — 1999
BS, Business Administration, Information & Decision Systems
Certona February 2013 - Present
Certona August 2011 - Present
DNA Developments, LLC August 2007 - March 2013
LPL Financial April 2011 - August 2011
Callaway Golf December 2007 - November 2010
Centex Homes June 2006 - August 2007
Cardinal Health August 2000 - October 2005
Unisys November 1999 - August 2000
Qualcomm July 1997 - November 1999
Skills
jQuery, JavaScript, AJAX, CSS, XML, C#, ASP.NET, ASP.NET MVC, ASP.NET AJAX, SSIS, Microsoft SQL Server, Entity Framework, HTML, VB.NET, VBScript, SSRS, Agile Methodologies, Agile Project Management, SaaS, Databases, SDLC, Business Intelligence, Software Project..., Web Services, Scrum, Software Development, SQL, .NET, LINQ, IIS, Web Applications, T-SQL, ASP, Visual Basic, MVC, Visual Studio, XSLT, Architectures, E-commerce, WCF, PHP, SOA, Enterprise Software, Integration, Start-ups, Web Development, Architecture
Education
San Diego State University-California State University 2002 — 2005
Masters, Information & Decision Systems
San Diego State University-California State University 1994 — 1999
BS, Business Administration, Information & Decision Systems
Daniel Aldrich Daniel Aldrich's LPL Financial Experience May 2003 - Present
Job President, Aldrich Wealth Management Group
Industry Investment Management
Experience
Aldrich Wealth Management Group October 2009 - Present
LPL Financial May 2003 - Present
Education
San Diego State University-California State University 1986 — 1991
Finance
Notre Dame High School 1983 — 1986
Aldrich Wealth Management Group October 2009 - Present
LPL Financial May 2003 - Present
Education
San Diego State University-California State University 1986 — 1991
Finance
Notre Dame High School 1983 — 1986
Sven Meza, CRPC® Sven Meza, CRPC®'s LPL Financial Experience June 2013 - Present
Job at Independent Financial Group
Industry Financial Services
Experience
Independent Financial Group LLC December 2014 - Present
LPL Financial June 2013 - Present
LPL Financial May 2011 - June 2013
ING June 2009 - May 2011
AIG January 2007 - February 2009
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Mutual Funds, Estate Planning, Customer Service, Sales, Financial Planning, Deferred Compensation, Variable Annuities, Annuities, Compliance, Wealth Management, Investment Management, Investment Advisory, Financial Advisory, Investment Advisor..., Alternative Investments, Series 7, Series 24, Series 66, Series 63, Employee Benefits
Education
San Diego State University-California State University 2002 — 2006
BA, Public Administration
Independent Financial Group LLC December 2014 - Present
LPL Financial June 2013 - Present
LPL Financial May 2011 - June 2013
ING June 2009 - May 2011
AIG January 2007 - February 2009
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Mutual Funds, Estate Planning, Customer Service, Sales, Financial Planning, Deferred Compensation, Variable Annuities, Annuities, Compliance, Wealth Management, Investment Management, Investment Advisory, Financial Advisory, Investment Advisor..., Alternative Investments, Series 7, Series 24, Series 66, Series 63, Employee Benefits
Education
San Diego State University-California State University 2002 — 2006
BA, Public Administration
Brandon Moberg Brandon Moberg's LPL Financial Experience October 2006 - July 2008
Job Business Analyst Special Investigative Unit (SIU) | State Farm
Industry Insurance
Experience
State Farm October 2012 - Present
State Farm May 2011 - October 2012
LPL Financial October 2006 - July 2008
Skills
Insurance, Data Analysis, Finance, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Audit Command Language, Microsoft Word, Business Analysis, Link Analysis, Property & Casualty..., Mutual Funds, Securities, Analysis, Strategic Planning, MapPoint, Pattern Specification..., ACL Command Script..., SQL, MS Excel Pivot Tables, Creative Thinking, Critical Thinking, Process Improvement, Actionable Intelligence, Fraud Analysis, Data Driven
Education
San Diego State University-California State University
Bachelor's Degree, Business Administration: Financial Services
State Farm October 2012 - Present
State Farm May 2011 - October 2012
LPL Financial October 2006 - July 2008
Skills
Insurance, Data Analysis, Finance, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Audit Command Language, Microsoft Word, Business Analysis, Link Analysis, Property & Casualty..., Mutual Funds, Securities, Analysis, Strategic Planning, MapPoint, Pattern Specification..., ACL Command Script..., SQL, MS Excel Pivot Tables, Creative Thinking, Critical Thinking, Process Improvement, Actionable Intelligence, Fraud Analysis, Data Driven
Education
San Diego State University-California State University
Bachelor's Degree, Business Administration: Financial Services
Mike Mikoly's LPL Financial Experience August 2011 - Present
Job
Industry Computer Software
Experience
LPL Financial August 2011 - Present
LPL/TEK Systems August 2010 - August 2011
Overtone September 2009 - December 2009
Alero Technology June 2006 - July 2009
Open Text June 2005 - June 2006
Open Text November 1998 - May 2005
Anteon Corporation January 1991 - November 1998
Systems Exploration, Inc 1987 - 1991
Skills
Software Quality..., Quality Center, SQL, User Acceptance Testing, Test Cases, Test Strategy, Software Documentation, Microsoft SQL Server, Oracle, Regression Testing, Bug Tracking, Selenium, Black Box Testing, C#, JUnit, PVCS, White Box Testing, Java, NUnit, VMware Workstation, Virtual PC, SQL Server, Oracle SQL, PVCS Tracker, Ruby, HP Quality Center, Test Planning
Education
University of Phoenix 1996 — 1998
MBA, Technology Management
San Diego State University 1984 — 1989
B.S, Aerospace Engineering
LPL Financial August 2011 - Present
LPL/TEK Systems August 2010 - August 2011
Overtone September 2009 - December 2009
Alero Technology June 2006 - July 2009
Open Text June 2005 - June 2006
Open Text November 1998 - May 2005
Anteon Corporation January 1991 - November 1998
Systems Exploration, Inc 1987 - 1991
Skills
Software Quality..., Quality Center, SQL, User Acceptance Testing, Test Cases, Test Strategy, Software Documentation, Microsoft SQL Server, Oracle, Regression Testing, Bug Tracking, Selenium, Black Box Testing, C#, JUnit, PVCS, White Box Testing, Java, NUnit, VMware Workstation, Virtual PC, SQL Server, Oracle SQL, PVCS Tracker, Ruby, HP Quality Center, Test Planning
Education
University of Phoenix 1996 — 1998
MBA, Technology Management
San Diego State University 1984 — 1989
B.S, Aerospace Engineering
John Todd III's LPL Financial Experience January 2006 - July 2009
Job Territory Manager at Medsafe
Industry Construction
Experience
Medsafe January 2014 - Present
FC Background May 2013 - November 2013
Stone Ventures, Inc September 2009 - March 2012
LPL Financial January 2006 - July 2009
Edward Jones June 2002 - January 2006
Vallen Safety Supply Company February 1999 - April 2001
Vallen Safety Supply Company June 1996 - February 1999
Skills
Account Management, Business Analysis, New Business Development, Customer Oriented, Training, Mentoring, Office Management, Key Account Management, Industrial Distribution, Financial Analysis, Benefit Cost Analysis, Supplier Negotiation, Entrepreneurship, Highly motivated..., Sales Operations, Small Business, Strategic Planning
Education
Sam Houston State University 1988 — 1994
Bachelor of Business Administration, International Business
Medsafe January 2014 - Present
FC Background May 2013 - November 2013
Stone Ventures, Inc September 2009 - March 2012
LPL Financial January 2006 - July 2009
Edward Jones June 2002 - January 2006
Vallen Safety Supply Company February 1999 - April 2001
Vallen Safety Supply Company June 1996 - February 1999
Skills
Account Management, Business Analysis, New Business Development, Customer Oriented, Training, Mentoring, Office Management, Key Account Management, Industrial Distribution, Financial Analysis, Benefit Cost Analysis, Supplier Negotiation, Entrepreneurship, Highly motivated..., Sales Operations, Small Business, Strategic Planning
Education
Sam Houston State University 1988 — 1994
Bachelor of Business Administration, International Business
Jared Cothren's LPL Financial Experience March 2013 - Present
Job Manager, Alternative Investment Operations at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2013 - Present
LPL Financial May 2007 - March 2013
LPL Financial December 2005 - May 2007
Skills
Microsoft Excel, Customer Service, PowerPoint, Strategic Planning, Process Improvement, Team Building, Microsoft Office, Management, Social Media, Event Planning, Account Management, Project Management, Microsoft Word, Financial Analysis, Analysis
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Science (B.S.), Economics
LPL Financial March 2013 - Present
LPL Financial May 2007 - March 2013
LPL Financial December 2005 - May 2007
Skills
Microsoft Excel, Customer Service, PowerPoint, Strategic Planning, Process Improvement, Team Building, Microsoft Office, Management, Social Media, Event Planning, Account Management, Project Management, Microsoft Word, Financial Analysis, Analysis
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Science (B.S.), Economics
Craig Olsson's LPL Financial Experience July 2010 - Present
Job Service Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2010 - Present
C & O Brand Management May 2008 - March 2009
San Diego State University 2007 - 2008
Lehman Brothers August 2004 - July 2006
Skills
Investments, Financial Analysis, Sports Marketing
Education
San Diego State University-California State University 2007 — 2008
MBA, Sports Management
Tulane University - A.B. Freeman School of Business 1999 — 2004
BS, MA, MA: Accountancy BS: Finance, Asian Studies
Tulane University 1998 — 2004
MACCT, Accounting, Finance
LPL Financial July 2010 - Present
C & O Brand Management May 2008 - March 2009
San Diego State University 2007 - 2008
Lehman Brothers August 2004 - July 2006
Skills
Investments, Financial Analysis, Sports Marketing
Education
San Diego State University-California State University 2007 — 2008
MBA, Sports Management
Tulane University - A.B. Freeman School of Business 1999 — 2004
BS, MA, MA: Accountancy BS: Finance, Asian Studies
Tulane University 1998 — 2004
MACCT, Accounting, Finance
David Sindel's LPL Financial Experience October 2010 - Present
Job Copywriter/Editor at LPL Financial
Industry Marketing and Advertising
Experience
LPL Financial October 2010 - Present
The Flamingo Kid Creative Services 2009 - Present
AMN Healthcare 2007 - 2009
Hunter Industries 1995 - 2007
The Flamingo Kid Creative Services 1993 - 1995
Spear/Hall Advertising 1987 - 1993
Skills
Copywriting, Advertising, Newsletters, Press Releases, Web Content, Direct Mail, Marketing, Brochures, Magazines, Publications, Creative Direction, Brand Development, Branding & Identity, Creative Strategy, Concept Development, Marketing Strategy, Campaign Concepting, Email Marketing, Email Newsletter Design, Corporate Identity, Corporate Branding, Headline Writing, Public Relations, Corporate Communications, InDesign, Video, Adobe Creative Suite, Magazine Articles
Education
San Diego State University-California State University
BA, Journalism/Advertising
Advertising Center - Los Angeles
Advertising/Creative Concepts
Van Nuys High School
LPL Financial October 2010 - Present
The Flamingo Kid Creative Services 2009 - Present
AMN Healthcare 2007 - 2009
Hunter Industries 1995 - 2007
The Flamingo Kid Creative Services 1993 - 1995
Spear/Hall Advertising 1987 - 1993
Skills
Copywriting, Advertising, Newsletters, Press Releases, Web Content, Direct Mail, Marketing, Brochures, Magazines, Publications, Creative Direction, Brand Development, Branding & Identity, Creative Strategy, Concept Development, Marketing Strategy, Campaign Concepting, Email Marketing, Email Newsletter Design, Corporate Identity, Corporate Branding, Headline Writing, Public Relations, Corporate Communications, InDesign, Video, Adobe Creative Suite, Magazine Articles
Education
San Diego State University-California State University
BA, Journalism/Advertising
Advertising Center - Los Angeles
Advertising/Creative Concepts
Van Nuys High School
Dave Ehle's LPL Financial Experience 2007 - Present
Job Assistant Vice President at LPL Financial
Industry Information Technology and Services
Experience
LPL September 2007 - Present
LPL Financial 2007 - Present
Swat Team Technologies 2001 - 2008
The Convivium 2003 - 2006
Skills
SDLC, Microsoft SQL Server, Agile Methodologies, WCF, TFS, C#, ASP.NET, SQL, .NET, Software Project..., Web Services, Software Development, T-SQL, XML, Scrum, JavaScript, Enterprise Architecture
Education
San Diego State University-California State University 1993 — 1998
Bachelor of Science (BS), Computer Science
Estancia High School
LPL September 2007 - Present
LPL Financial 2007 - Present
Swat Team Technologies 2001 - 2008
The Convivium 2003 - 2006
Skills
SDLC, Microsoft SQL Server, Agile Methodologies, WCF, TFS, C#, ASP.NET, SQL, .NET, Software Project..., Web Services, Software Development, T-SQL, XML, Scrum, JavaScript, Enterprise Architecture
Education
San Diego State University-California State University 1993 — 1998
Bachelor of Science (BS), Computer Science
Estancia High School
Bridgette Horn's LPL Financial Experience 1991 - Present
Job Enhanced Trading Support Desk
Industry Financial Services
Experience
LPL Financial Services June 1991 - Present
LPL Financial 1991 - Present
Skills
Series 7
Education
San Diego State University-California State University 1986 — 1991
Financial Services
LPL Financial Services June 1991 - Present
LPL Financial 1991 - Present
Skills
Series 7
Education
San Diego State University-California State University 1986 — 1991
Financial Services
Mark Wallace's LPL Financial Experience 2009 - January 2014
Job Sr Manager IT Audit & Risk Management at Tupperware Brands
Industry Consumer Goods
Experience
Tupperware Brands January 2014 - Present
LPL Financial 2009 - January 2014
LPL Financial August 2009 - July 2012
Deloitte & Touche LLP 2002 - 2008
Critical Path 1998 - 2001
RemarQ Communities Inc 1998 - 2000
Supernews 1998 - 2000
Skills
IT Audit, Business Process..., Risk Management, Internal Audit, Business Process, Auditing, Internal Controls, Information Technology, Sarbanes-Oxley, CISA, Management, Disaster Recovery, Information Security, Process Improvement, Finance, Strategy, Executive Management, Risk Assessment, Enterprise Risk..., Financial Risk, Leadership, Project Management, CPA, Vendor Management, COBIT, Governance, SDLC, Analysis, SOX 404, IT Risk Management, COSO, Financial Services, Business Continuity, IT Strategy, SAS70, External Audit, Information Security..., Project Planning, ERP, IT Management, PMO, Information System Audit
Education
CPA - California, CISA, CITP, CGMA
California State University-Hayward
MBA, Computer Information Systems/Accounting
San Diego State University-California State University
BS, Accounting
Tupperware Brands January 2014 - Present
LPL Financial 2009 - January 2014
LPL Financial August 2009 - July 2012
Deloitte & Touche LLP 2002 - 2008
Critical Path 1998 - 2001
RemarQ Communities Inc 1998 - 2000
Supernews 1998 - 2000
Skills
IT Audit, Business Process..., Risk Management, Internal Audit, Business Process, Auditing, Internal Controls, Information Technology, Sarbanes-Oxley, CISA, Management, Disaster Recovery, Information Security, Process Improvement, Finance, Strategy, Executive Management, Risk Assessment, Enterprise Risk..., Financial Risk, Leadership, Project Management, CPA, Vendor Management, COBIT, Governance, SDLC, Analysis, SOX 404, IT Risk Management, COSO, Financial Services, Business Continuity, IT Strategy, SAS70, External Audit, Information Security..., Project Planning, ERP, IT Management, PMO, Information System Audit
Education
CPA - California, CISA, CITP, CGMA
California State University-Hayward
MBA, Computer Information Systems/Accounting
San Diego State University-California State University
BS, Accounting
Lou Anne Dreyer, PMP, CSM's LPL Financial Experience 1997 - 2009
Job IT Management l Project Management
Industry Information Technology and Services
Experience
HP Enterprise Services December 2012 - Present
General Atomics Aeronautical Systems October 2010 - May 2012
General Atomics Aeronautical Systems April 2009 - October 2010
LPL Financial 1997 - 2009
Oracle Consulting June 1996 - October 1997
UCSD 1993 - 1996
Chevron 1988 - 1993
Skills
Project Management, Cross-functional Team..., ERP, Business Intelligence, SDLC, Integration, Software Development, Management, Vendor Management, Data Warehousing, PMP, Change Management, Visio, Project Portfolio..., Program Management, Leadership, PMO, Agile Project Management, Oracle, Agile Methodologies, Business Analysis, Software Project..., IT Management, Process Improvement, Information Technology, MS Project, Microsoft SQL Server
Education
CSM, ScrumAlliance
PMP, Project Management Institute
San Diego State University-California State University
BS, Information Systems
HP Enterprise Services December 2012 - Present
General Atomics Aeronautical Systems October 2010 - May 2012
General Atomics Aeronautical Systems April 2009 - October 2010
LPL Financial 1997 - 2009
Oracle Consulting June 1996 - October 1997
UCSD 1993 - 1996
Chevron 1988 - 1993
Skills
Project Management, Cross-functional Team..., ERP, Business Intelligence, SDLC, Integration, Software Development, Management, Vendor Management, Data Warehousing, PMP, Change Management, Visio, Project Portfolio..., Program Management, Leadership, PMO, Agile Project Management, Oracle, Agile Methodologies, Business Analysis, Software Project..., IT Management, Process Improvement, Information Technology, MS Project, Microsoft SQL Server
Education
CSM, ScrumAlliance
PMP, Project Management Institute
San Diego State University-California State University
BS, Information Systems
Jonathan Lilly's LPL Financial Experience 1997 - 1999
Job SW Engineer 2 at Intuit
Industry Computer Software
Experience
Intuit 2007 - Present
LPL Financial 1997 - 1999
STAC Electronics 1993 - 1997
Skills
Agile Methodologies, Software Development, Java, XML, Scrum, Perl
Education
San Diego Mesa College 1991 — 1993
Intuit 2007 - Present
LPL Financial 1997 - 1999
STAC Electronics 1993 - 1997
Skills
Agile Methodologies, Software Development, Java, XML, Scrum, Perl
Education
San Diego Mesa College 1991 — 1993
Crystal Clifford's LPL Financial Experience March 2013 - Present
Job SVP, Technology at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2013 - Present
LPL Financial March 2010 - March 2013
LPL February 2008 - March 2010
Dream Dinners February 2006 - December 2007
LPL January 1999 - February 2006
Scripps Bank July 1990 - July 1999
Skills
Financial Services, Broker-Dealer, Operations Management, Information Technology..., Program Management, Product Management, Project Management, Leadership, Software Development, PMO, Product Road Mapping, Change Management, Business Process..., BPO, Portfolio Management, Strategic Financial..., Series 7, Series 63, P&L Management, Vendor Management, Process Improvement, Resource Management, Financial Modeling, Talent Developer, Compliance Management..., Service Bureau, SDLC, Product Lifecycle..., Agile & Waterfall..., Offshore Outsourcing, Cross-functional Team..., Management, Department Budgeting, Contract Negotiation, Strategy, Negotiation
Education
San Diego State University-California State University 1997 — 1999
Bachelor's Degree, Accounting
LPL Financial March 2013 - Present
LPL Financial March 2010 - March 2013
LPL February 2008 - March 2010
Dream Dinners February 2006 - December 2007
LPL January 1999 - February 2006
Scripps Bank July 1990 - July 1999
Skills
Financial Services, Broker-Dealer, Operations Management, Information Technology..., Program Management, Product Management, Project Management, Leadership, Software Development, PMO, Product Road Mapping, Change Management, Business Process..., BPO, Portfolio Management, Strategic Financial..., Series 7, Series 63, P&L Management, Vendor Management, Process Improvement, Resource Management, Financial Modeling, Talent Developer, Compliance Management..., Service Bureau, SDLC, Product Lifecycle..., Agile & Waterfall..., Offshore Outsourcing, Cross-functional Team..., Management, Department Budgeting, Contract Negotiation, Strategy, Negotiation
Education
San Diego State University-California State University 1997 — 1999
Bachelor's Degree, Accounting
Malhar Kale's LPL Financial Experience April 2012 - September 2014
Job Statistician / Data Scientist
Industry Financial Services
Experience
LPL Financial April 2012 - September 2014
Five Point Capital October 2010 - January 2012
ICMA March 2009 - February 2011
HSBC April 2008 - February 2009
Deccan International August 2006 - April 2008
Kaiser Permanente August 2005 - August 2006
Skills
Strategy, Analysis, Project Management, Management, SAS, Data Analysis, Analytics, Market Research, Business Analysis, Market Analysis
Education
Sam Houston State University 2004 — 2005
MS, Statistics
The University of Texas at Arlington 2000 — 2002
MS, Industrial Engineering
Sardar Patel University 1994 — 1998
BE, Mechanical Engineering
LPL Financial April 2012 - September 2014
Five Point Capital October 2010 - January 2012
ICMA March 2009 - February 2011
HSBC April 2008 - February 2009
Deccan International August 2006 - April 2008
Kaiser Permanente August 2005 - August 2006
Skills
Strategy, Analysis, Project Management, Management, SAS, Data Analysis, Analytics, Market Research, Business Analysis, Market Analysis
Education
Sam Houston State University 2004 — 2005
MS, Statistics
The University of Texas at Arlington 2000 — 2002
MS, Industrial Engineering
Sardar Patel University 1994 — 1998
BE, Mechanical Engineering
Ron Glasgow, CFP®'s LPL Financial Experience 2008 - 2010
Job Regional Vice President at Behringer
Industry Financial Services
Experience
Behringer 2013 - Present
Carey Financial, LLC, a subsdiary of W.P. Carey 2010 - 2013
LPL Financial 2008 - 2010
Edward Jones 2001 - 2008
United States Marine Corps 1994 - 1997
Skills
Life Insurance, Estate Planning, Business Planning, Retirement Planning, Wealth Management, Alternative Investments, Series 63, Investment Advisory, Mutual Funds
Education
San Diego State University-California State University 2004 — 2007
M.S.B.A, Financial and Tax Planning
Southern Illinois University, Edwardsville 1997 — 2001
Business Administration, Finance & International Business
GCHS 1990 — 1994
Behringer 2013 - Present
Carey Financial, LLC, a subsdiary of W.P. Carey 2010 - 2013
LPL Financial 2008 - 2010
Edward Jones 2001 - 2008
United States Marine Corps 1994 - 1997
Skills
Life Insurance, Estate Planning, Business Planning, Retirement Planning, Wealth Management, Alternative Investments, Series 63, Investment Advisory, Mutual Funds
Education
San Diego State University-California State University 2004 — 2007
M.S.B.A, Financial and Tax Planning
Southern Illinois University, Edwardsville 1997 — 2001
Business Administration, Finance & International Business
GCHS 1990 — 1994
Andrew Hyland's LPL Financial Experience March 2015 - Present
Job Senior Business Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
Encore Capital Group December 2013 - March 2015
TD Ameritrade Institutional September 2009 - December 2013
Skills
Series 7, Series 63, Series 24, Mutual Funds, Securities, Fixed Income, Financial Analysis, Hedge Funds, Uniform Combined State..., Asset Managment, Investment Management, Asset Allocation, ETFs, Wealth Management, Alternative Investments, FINRA, Portfolio Management, Investment Advisory, Investments, Equities
Education
San Diego State University-California State University 2005 — 2009
BS, Finance
Live Oak High 2001 — 2005
LPL Financial March 2015 - Present
Encore Capital Group December 2013 - March 2015
TD Ameritrade Institutional September 2009 - December 2013
Skills
Series 7, Series 63, Series 24, Mutual Funds, Securities, Fixed Income, Financial Analysis, Hedge Funds, Uniform Combined State..., Asset Managment, Investment Management, Asset Allocation, ETFs, Wealth Management, Alternative Investments, FINRA, Portfolio Management, Investment Advisory, Investments, Equities
Education
San Diego State University-California State University 2005 — 2009
BS, Finance
Live Oak High 2001 — 2005
Paul Esh's LPL Financial Experience 2008 - Present
Job Governance, Risk & Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial 2008 - Present
LPL Financial 2006 - 2008
TD Ameritrade 2003 - 2006
TD Ameritrade 1999 - 2003
Daily's Restaurant 1994 - 1999
Skills
Series 3 National..., Series 4 Registered..., Series 7 General..., Series 9/10 General..., Series 23 General..., Series 63 Uniform..., Series 66 Uniform...
Education
University of California San Diego Extension 2011 — 2013
Paralegal Certificate Program, currently enrolled as student
Westmont College 1992 — 1993
BA, Economics and Business
San Diego Miramar College 1989 — 1992
LPL Financial 2008 - Present
LPL Financial 2006 - 2008
TD Ameritrade 2003 - 2006
TD Ameritrade 1999 - 2003
Daily's Restaurant 1994 - 1999
Skills
Series 3 National..., Series 4 Registered..., Series 7 General..., Series 9/10 General..., Series 23 General..., Series 63 Uniform..., Series 66 Uniform...
Education
University of California San Diego Extension 2011 — 2013
Paralegal Certificate Program, currently enrolled as student
Westmont College 1992 — 1993
BA, Economics and Business
San Diego Miramar College 1989 — 1992
Andrew Abodeely's LPL Financial Experience July 2010 - January 2011
Job Systems Engineer IV at ESET North America
Industry Information Technology and Services
Experience
ESET North America August 2015 - Present
Dimension Data March 2015 - August 2015
Illumina September 2014 - December 2014
Cubic Defense Applications April 2011 - August 2014
LPL Financial July 2010 - January 2011
The I.T. Pros 2006 - 2010
prAna 2006 - 2009
Paradise Point, A Destination Hotel 2003 - 2005
Skills
VMware, Virtualization, Infrastructure, VMware ESX, SAN, Windows Server, Sonicwall, VPN, Firewalls, Storage, Servers, Active Directory, VMware Infrastructure, Cisco Technologies, Enterprise Architecture, DHCP, IT Management, Disaster Recovery, Microsoft Exchange, Network Administration, Security, Data Center, WAN, Networking, Technical Support, Storage Area Networks, DNS, Hyper-V, Blackberry Enterprise..., IIS, vSphere, System Administration, Network Security, Red Hat Linux, TCP/IP, NAS, XP, Network Architecture, Hardware, Windows 7, IT Operations, Cloud Computing, ITIL, Routers, Troubleshooting, Operating Systems, Network Engineering, Wireless Networking, Windows XP, VMware vSphere
Education
University of Iowa 1991 — 1993
San Diego Mesa College
ESET North America August 2015 - Present
Dimension Data March 2015 - August 2015
Illumina September 2014 - December 2014
Cubic Defense Applications April 2011 - August 2014
LPL Financial July 2010 - January 2011
The I.T. Pros 2006 - 2010
prAna 2006 - 2009
Paradise Point, A Destination Hotel 2003 - 2005
Skills
VMware, Virtualization, Infrastructure, VMware ESX, SAN, Windows Server, Sonicwall, VPN, Firewalls, Storage, Servers, Active Directory, VMware Infrastructure, Cisco Technologies, Enterprise Architecture, DHCP, IT Management, Disaster Recovery, Microsoft Exchange, Network Administration, Security, Data Center, WAN, Networking, Technical Support, Storage Area Networks, DNS, Hyper-V, Blackberry Enterprise..., IIS, vSphere, System Administration, Network Security, Red Hat Linux, TCP/IP, NAS, XP, Network Architecture, Hardware, Windows 7, IT Operations, Cloud Computing, ITIL, Routers, Troubleshooting, Operating Systems, Network Engineering, Wireless Networking, Windows XP, VMware vSphere
Education
University of Iowa 1991 — 1993
San Diego Mesa College
Amber Henry's LPL Financial Experience 2007 - 2012
Job Accounts Receivable
Industry Financial Services
Experience
Skyriver Communications 2014 - Present
LPL Financial 2007 - 2012
University of Phoenix 2006 - 2007
Maric College / Kaplan Higher Education 2003 - 2006
O.P.R.A. 2000 - 2002
U.S. Department of Commerce 1998 - 1999
University of Kansas 1996 - 1998
Skills
Financial Operations, Written Communication, Accounts Receivable, Training, Project Management, Customer-focused Service, Leadership, Analysis, Customer Service, Public Speaking, Strategic Planning, Banking, Microsoft Office, Marketing, Accounts Payable &..., Account Management, Training Manuals, Operational Process..., News Writing, Creative Writing, Journalism, Creative Non-fiction, Higher Education, Event Management, Academic Advising, International Political...
Education
The University of Kansas 1994 — 2000
B.S., Business Administration & co-major in International Relations
San Diego City College
Associate of Science (A.S.), Communication, Journalism, and Related Programs
Skyriver Communications 2014 - Present
LPL Financial 2007 - 2012
University of Phoenix 2006 - 2007
Maric College / Kaplan Higher Education 2003 - 2006
O.P.R.A. 2000 - 2002
U.S. Department of Commerce 1998 - 1999
University of Kansas 1996 - 1998
Skills
Financial Operations, Written Communication, Accounts Receivable, Training, Project Management, Customer-focused Service, Leadership, Analysis, Customer Service, Public Speaking, Strategic Planning, Banking, Microsoft Office, Marketing, Accounts Payable &..., Account Management, Training Manuals, Operational Process..., News Writing, Creative Writing, Journalism, Creative Non-fiction, Higher Education, Event Management, Academic Advising, International Political...
Education
The University of Kansas 1994 — 2000
B.S., Business Administration & co-major in International Relations
San Diego City College
Associate of Science (A.S.), Communication, Journalism, and Related Programs
Amanda Love's LPL Financial Experience September 2010 - December 2013
Job Contractor
Industry Accounting
Experience
TD Ameritrade April 2014 - October 2014
LPL Financial September 2010 - December 2013
Kforce Inc. January 2009 - September 2010
Skills
Team Leadership, Microsoft Excel, Team Building, Microsoft Office, Leadership, Data Entry, Purchasing, Financial Services, Training
Education
San Diego State University-California State University 2005 — 2012
Music and minor finance
San Diego Mesa College 2003 — 2005
AA, Music
TD Ameritrade April 2014 - October 2014
LPL Financial September 2010 - December 2013
Kforce Inc. January 2009 - September 2010
Skills
Team Leadership, Microsoft Excel, Team Building, Microsoft Office, Leadership, Data Entry, Purchasing, Financial Services, Training
Education
San Diego State University-California State University 2005 — 2012
Music and minor finance
San Diego Mesa College 2003 — 2005
AA, Music
Brian Tokarik's LPL Financial Experience January 2015 - Present
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
LPL Financial January 2015 - Present
LPL Financial 2014 - December 2014
LPL Financial 2012 - 2014
LPL Financial 2010 - 2012
Skills
Customer Service, Social Media, Social Networking, Financial Services, Marketing, Organization Skills, Project Management, Teamwork, Online Marketing, Investments, Sales
Education
San Diego State University-California State University 2006 — 2008
Advertising, Journalism, Advertising
LPL Financial January 2015 - Present
LPL Financial 2014 - December 2014
LPL Financial 2012 - 2014
LPL Financial 2010 - 2012
Skills
Customer Service, Social Media, Social Networking, Financial Services, Marketing, Organization Skills, Project Management, Teamwork, Online Marketing, Investments, Sales
Education
San Diego State University-California State University 2006 — 2008
Advertising, Journalism, Advertising
Andrew Poe's LPL Financial Experience January 2014 - Present
Job VP External Reporting at LPL Financial
Industry Accounting
Experience
LPL Financial January 2014 - Present
Vital Therapies, Inc. April 2013 - November 2013
Sequenom February 2011 - February 2013
Sepracor July 2009 - February 2011
Ernst & Young October 1999 - April 2009
Skills
SEC reporting, SOX, Financial Reporting, Accounting, Technical Accounting, IPO, Research, Auditing, Revenue Recognition, GAAP, SEC filings, Sarbanes-Oxley Act, Financial Audits, Cash Flow, External Audit, Consolidation, Finance
Education
San Diego State University-California State University 1996 — 1998
BS, Business Administration (Accounting)
LPL Financial January 2014 - Present
Vital Therapies, Inc. April 2013 - November 2013
Sequenom February 2011 - February 2013
Sepracor July 2009 - February 2011
Ernst & Young October 1999 - April 2009
Skills
SEC reporting, SOX, Financial Reporting, Accounting, Technical Accounting, IPO, Research, Auditing, Revenue Recognition, GAAP, SEC filings, Sarbanes-Oxley Act, Financial Audits, Cash Flow, External Audit, Consolidation, Finance
Education
San Diego State University-California State University 1996 — 1998
BS, Business Administration (Accounting)
Cory Robbins's LPL Financial Experience August 2012 - September 2012
Job Data Analyst
Industry Management Consulting
Experience
AMN Healthcare January 2015 - July 2015
McCarthy & Holthus, LLP March 2014 - November 2014
Caliber Funding December 2012 - August 2013
California Custom Aquariums September 2012 - February 2013
LPL Financial August 2012 - September 2012
Wells Fargo Home Mortgage April 2012 - July 2012
Aim Loan July 2011 - September 2011
EvaluandoSoftware November 2010 - March 2011
Implanex November 2010 - February 2011
Art San Diego Contemporary Art Fair September 2010 - September 2010
Skills
Microsoft Excel, Sales, Customer Service, Access, Marketing, Microsoft Office, Outlook, Business Planning, Spanish, Social Media, Research, PowerPoint, Excel, QuickBooks, Analysis, Budgets, Modeling, SharePoint, Business Strategy, Mortgage Banking, SAP, Photoshop, Account Reconciliation, Accounts Payable, Accounts Receivable, Customer S, Customer Experience, 10 Key, PDF Creator, Expense Reports, File Management, Travel Arrangements, Employee Training, Cash Posting, Quality Control, Windows, Photography, Adobe Creative Suite, Portrait Photography, Python, VBA
Education
San Diego City College 2013 — 2014
Photography
San Diego State University-California State University 2007 — 2010
Bachelor of Arts (B.A.) in Liberal Arts and Science, Economics, 3.0
San Diego State University-California State University 2007 — 2010
Bachelor's Degree, Spanish Language and Literature, 3.0
AMN Healthcare January 2015 - July 2015
McCarthy & Holthus, LLP March 2014 - November 2014
Caliber Funding December 2012 - August 2013
California Custom Aquariums September 2012 - February 2013
LPL Financial August 2012 - September 2012
Wells Fargo Home Mortgage April 2012 - July 2012
Aim Loan July 2011 - September 2011
EvaluandoSoftware November 2010 - March 2011
Implanex November 2010 - February 2011
Art San Diego Contemporary Art Fair September 2010 - September 2010
Skills
Microsoft Excel, Sales, Customer Service, Access, Marketing, Microsoft Office, Outlook, Business Planning, Spanish, Social Media, Research, PowerPoint, Excel, QuickBooks, Analysis, Budgets, Modeling, SharePoint, Business Strategy, Mortgage Banking, SAP, Photoshop, Account Reconciliation, Accounts Payable, Accounts Receivable, Customer S, Customer Experience, 10 Key, PDF Creator, Expense Reports, File Management, Travel Arrangements, Employee Training, Cash Posting, Quality Control, Windows, Photography, Adobe Creative Suite, Portrait Photography, Python, VBA
Education
San Diego City College 2013 — 2014
Photography
San Diego State University-California State University 2007 — 2010
Bachelor of Arts (B.A.) in Liberal Arts and Science, Economics, 3.0
San Diego State University-California State University 2007 — 2010
Bachelor's Degree, Spanish Language and Literature, 3.0
Bryan Wellisch's LPL Financial Experience May 2013 - Present
Job Corporate Actions Specialist
Industry Internet
Experience
LPL Financial May 2013 - Present
Pechanga Resort & Casino January 2012 - May 2013
Santa Ysabel Resort and Casino February 2010 - January 2012
Skills
People Skills, Microsoft Excel, Adaptability, Works well with a team, Reliable
Education
San Diego State University-California State University 2005 — 2008
Bachelor's Degree, Finance, 3.2
LPL Financial May 2013 - Present
Pechanga Resort & Casino January 2012 - May 2013
Santa Ysabel Resort and Casino February 2010 - January 2012
Skills
People Skills, Microsoft Excel, Adaptability, Works well with a team, Reliable
Education
San Diego State University-California State University 2005 — 2008
Bachelor's Degree, Finance, 3.2
Doug Lewis, CFP's LPL Financial Experience December 1996 - September 1999
Job Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Management September 2004 - Present
The Hartford 2000 - 2004
LPL Financial December 1996 - September 1999
Financial Planner 1990 - 1996
US Navy 1981 - 1987
Skills
Mutual Funds, Strategic Financial..., Fixed Annuities, Asset Management, Life Insurance, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Wealth Management, Retirement Planning, Financial Planning, Portfolio Management
Education
San Diego State University-California State University 1989 — 1996
MBA, Finance
University of North Carolina at Chapel Hill 1981 — 1985
AB Journalism, Journalism
Columbia Management September 2004 - Present
The Hartford 2000 - 2004
LPL Financial December 1996 - September 1999
Financial Planner 1990 - 1996
US Navy 1981 - 1987
Skills
Mutual Funds, Strategic Financial..., Fixed Annuities, Asset Management, Life Insurance, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Wealth Management, Retirement Planning, Financial Planning, Portfolio Management
Education
San Diego State University-California State University 1989 — 1996
MBA, Finance
University of North Carolina at Chapel Hill 1981 — 1985
AB Journalism, Journalism
Colin Marckwardt's LPL Financial Experience July 2014 - Present
Job Fixed Income Trading Assistant at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
LPL Financial July 2013 - July 2014
San Diego County Credit Union August 2012 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Research, Customer Service, Data Analysis, Financial Analysis, SPSS, Teamwork, Accounting, Investments, Risk Management
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Arts (BA), Economics
LPL Financial July 2014 - Present
LPL Financial July 2013 - July 2014
San Diego County Credit Union August 2012 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Research, Customer Service, Data Analysis, Financial Analysis, SPSS, Teamwork, Accounting, Investments, Risk Management
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Arts (BA), Economics
Carlo Lam's LPL Financial Experience May 2013 - August 2013
Job Computer Systems and Applications I at Imperial Irrigation District
Industry Information Technology and Services
Experience
Imperial Irrigation District September 2015 - Present
Verimatrix August 2014 - September 2015
Verimatrix June 2014 - August 2014
LPL Financial May 2013 - August 2013
LAGO Technologies October 2009 - June 2012
Skills
C++, MariaDB, Python, Django, CentOS, Web Services, C#, Git, Linux, Windows, JavaScript, Java, Regression Testing, QA Engineering, Matlab, Quality Center, Software Engineering, Test Cases, Test Automation, Test Planning, Testing, CSS, Bash, UML, CSS 3, Unix Shell Scripting, XHTML, jQuery, HTML5, Gray Box Testing, Sanity Testing, White Box Testing, Selenium Testing, Sikuli, Functional Testing, HTML 5, Data Structures, QTP, Defect Logging, QA Automation, HTTP, Software Development, Agile Methodologies
Education
CSU San Marcos 2012 — 2014
Bachelor of Science (B.S.), Computer Science
2009 — 2011
Computer Science, Mathematics, Programming.
Imperial Irrigation District September 2015 - Present
Verimatrix August 2014 - September 2015
Verimatrix June 2014 - August 2014
LPL Financial May 2013 - August 2013
LAGO Technologies October 2009 - June 2012
Skills
C++, MariaDB, Python, Django, CentOS, Web Services, C#, Git, Linux, Windows, JavaScript, Java, Regression Testing, QA Engineering, Matlab, Quality Center, Software Engineering, Test Cases, Test Automation, Test Planning, Testing, CSS, Bash, UML, CSS 3, Unix Shell Scripting, XHTML, jQuery, HTML5, Gray Box Testing, Sanity Testing, White Box Testing, Selenium Testing, Sikuli, Functional Testing, HTML 5, Data Structures, QTP, Defect Logging, QA Automation, HTTP, Software Development, Agile Methodologies
Education
CSU San Marcos 2012 — 2014
Bachelor of Science (B.S.), Computer Science
2009 — 2011
Computer Science, Mathematics, Programming.
Rhonda Matthews's LPL Financial Experience August 1998 - February 2000
Job
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC. 2010 - Present
Raymond James Financial Inc. February 2000 - January 2010
LPL Financial August 1998 - February 2000
Skills
Investments, Retirement Planning, Entrepreneurship, Small Business, Mortgage Lending, Loans, Wealth Management, Refinance, Credit, Banking, Retirement, Fixed Annuities, Residential Mortgages, Customer Service, Mortgage Banking, Strategic Planning, FHA, Insurance, Portfolio Management, Estate Planning, Coaching, Sales
Education
Sam Houston State University 1990 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors Financial Network, LLC. 2010 - Present
Raymond James Financial Inc. February 2000 - January 2010
LPL Financial August 1998 - February 2000
Skills
Investments, Retirement Planning, Entrepreneurship, Small Business, Mortgage Lending, Loans, Wealth Management, Refinance, Credit, Banking, Retirement, Fixed Annuities, Residential Mortgages, Customer Service, Mortgage Banking, Strategic Planning, FHA, Insurance, Portfolio Management, Estate Planning, Coaching, Sales
Education
Sam Houston State University 1990 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Guy Hudman's LPL Financial Experience July 2009 - Present
Job Retirement Planning and Wealth Management
Industry Financial Services
Experience
LPL Financial July 2009 - Present
UBS Wealth Management December 2005 - July 2009
Merrill Lynch January 1998 - December 2005
Skills
Business Development, Strategic Planning, Negotiation, Securities, Entrepreneurship, Retirement Planning, Investments, FINRA, Mergers & Acquisitions, Small Business, Risk Management
Education
Sam Houston State University
LPL Financial July 2009 - Present
UBS Wealth Management December 2005 - July 2009
Merrill Lynch January 1998 - December 2005
Skills
Business Development, Strategic Planning, Negotiation, Securities, Entrepreneurship, Retirement Planning, Investments, FINRA, Mergers & Acquisitions, Small Business, Risk Management
Education
Sam Houston State University
Addison Ho's LPL Financial Experience February 2009 - Present
Job Annuity Operations Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2009 - Present
Elan Desserts April 2007 - November 2008
Skills
Series 7, Microsoft Excel, Microsoft Office, Series 66, Social Media, Process Improvement, Banking, Customer Service, Strategic Planning, Event Planning, PowerPoint
Education
San Diego State University-California State University
Public administration
LPL Financial February 2009 - Present
Elan Desserts April 2007 - November 2008
Skills
Series 7, Microsoft Excel, Microsoft Office, Series 66, Social Media, Process Improvement, Banking, Customer Service, Strategic Planning, Event Planning, PowerPoint
Education
San Diego State University-California State University
Public administration
Michael Rossell's LPL Financial Experience February 2013 - Present
Job Tax Reporting Specialist at LPL Financial
Industry Higher Education
Experience
LPL Financial February 2013 - Present
ServPro January 2010 - Present
First Allied Securities June 2011 - July 2011
Rainwater's on Kettner June 2006 - December 2009
Skills
Advanced knowledge of..., Networking, Bloomberg Terminal, Data Entry, Achieving Results, Teamwork, Operational Activities, Restaurants, Financial Statement..., Customer Service, Insurance, Microsoft Excel, Recruiting, Investments
Education
University of San Diego 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, Departmental Honors in Finance, GPA 3.69
San Diego City College 2008 — 2010
Transfer, General Studies, Business
LPL Financial February 2013 - Present
ServPro January 2010 - Present
First Allied Securities June 2011 - July 2011
Rainwater's on Kettner June 2006 - December 2009
Skills
Advanced knowledge of..., Networking, Bloomberg Terminal, Data Entry, Achieving Results, Teamwork, Operational Activities, Restaurants, Financial Statement..., Customer Service, Insurance, Microsoft Excel, Recruiting, Investments
Education
University of San Diego 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, Departmental Honors in Finance, GPA 3.69
San Diego City College 2008 — 2010
Transfer, General Studies, Business
Arman Nadjafi's LPL Financial Experience September 2012 - December 2012
Job Broker at Gaslamp Insurance
Industry Financial Services
Experience
Gaslamp Insurance March 2014 - Present
Wells Fargo August 2013 - January 2014
Karl Strauss Brewing Company January 2013 - August 2013
San Diego State University August 2011 - May 2013
SDSU VITA January 2013 - April 2013
LPL Financial September 2012 - December 2012
SDSCA Refereeing April 2009 - August 2009
Skills
Event Management, Social Media, Sports, Event Planning, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Networking, Social Media Marketing, Facebook, Marketing Communications, Customer Service
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Services
Gaslamp Insurance March 2014 - Present
Wells Fargo August 2013 - January 2014
Karl Strauss Brewing Company January 2013 - August 2013
San Diego State University August 2011 - May 2013
SDSU VITA January 2013 - April 2013
LPL Financial September 2012 - December 2012
SDSCA Refereeing April 2009 - August 2009
Skills
Event Management, Social Media, Sports, Event Planning, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Networking, Social Media Marketing, Facebook, Marketing Communications, Customer Service
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Services
Cheryl Marinas's LPL Financial Experience January 2012 - Present
Job Senior Training Consultant | Client Experience & Training at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2012 - Present
LPL Financial April 2007 - January 2012
Skills
Customer Service, Process Improvement, Insurance, Call Center, Strategic Planning, Public Speaking, Banking, Vendor Management, Financial Analysis, Investment Advisory, Retirement Planning, Call Centers, Training, Financial Advisory, Analysis, Employee Benefits
Education
San Diego State University-California State University 2002 — 2006
Bachelor, Business Administration with an emphasis in Financial Services
LPL Financial January 2012 - Present
LPL Financial April 2007 - January 2012
Skills
Customer Service, Process Improvement, Insurance, Call Center, Strategic Planning, Public Speaking, Banking, Vendor Management, Financial Analysis, Investment Advisory, Retirement Planning, Call Centers, Training, Financial Advisory, Analysis, Employee Benefits
Education
San Diego State University-California State University 2002 — 2006
Bachelor, Business Administration with an emphasis in Financial Services
Crisette Facal's LPL Financial Experience September 2009 - August 2011
Job Business Analyst at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group August 2011 - Present
LPL Financial September 2009 - August 2011
Sempra Energy 2008 - 2009
Skills
User Acceptance Testing, Financial Accounting, Six Sigma, Functional Requirements, Requirements..., Change Requests, Process Improvement, Lean Process Improvement, Agile Methodologies, quality center, Project Management, Insurance, Quality Center, Business Process, Business Requirements, Requirements Gathering, Visio, Business Analysis, Business Process..., Program Management, Vendor Management, Analysis, Customer Service, Software Documentation
Education
San Diego State University-California State University
B.A. in Economics with Emphasis in International Economics
University of Asia and the Pacific
Bachelor's degree, International Economics
UnitedHealth Group August 2011 - Present
LPL Financial September 2009 - August 2011
Sempra Energy 2008 - 2009
Skills
User Acceptance Testing, Financial Accounting, Six Sigma, Functional Requirements, Requirements..., Change Requests, Process Improvement, Lean Process Improvement, Agile Methodologies, quality center, Project Management, Insurance, Quality Center, Business Process, Business Requirements, Requirements Gathering, Visio, Business Analysis, Business Process..., Program Management, Vendor Management, Analysis, Customer Service, Software Documentation
Education
San Diego State University-California State University
B.A. in Economics with Emphasis in International Economics
University of Asia and the Pacific
Bachelor's degree, International Economics
Aysha Davis's LPL Financial Experience October 2008 - March 2011
Job Client Service Representative
Industry Financial Services
Experience
Reilly Financial Advisors June 2011 - June 2014
LPL Financial October 2008 - March 2011
LPL Financial October 2006 - October 2008
Skills
Wealth Management, Relationship Management, Customer Service..., Financial Operations, Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, VBA, Data Analysis, Databases, Microsoft CRM, Outlook, Administrative..., Market Research, Marketing, Email Marketing, Securities, Trading, Rebalancing, Database Maintenance, Employee Training, Customer Service, Customer Relations, Customer Retention, Client Services, Molecular Biology, Cell Biology, Immunology, Virology
Education
San Diego State University 2002 — 2006
Bachelor of Science, Cell and Molecular Biology, 3.6 GPA
San Diego State University-California State University 2001 — 2006
Bachelor's degree, Cell/Cellular and Molecular Biology
Reilly Financial Advisors June 2011 - June 2014
LPL Financial October 2008 - March 2011
LPL Financial October 2006 - October 2008
Skills
Wealth Management, Relationship Management, Customer Service..., Financial Operations, Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, VBA, Data Analysis, Databases, Microsoft CRM, Outlook, Administrative..., Market Research, Marketing, Email Marketing, Securities, Trading, Rebalancing, Database Maintenance, Employee Training, Customer Service, Customer Relations, Customer Retention, Client Services, Molecular Biology, Cell Biology, Immunology, Virology
Education
San Diego State University 2002 — 2006
Bachelor of Science, Cell and Molecular Biology, 3.6 GPA
San Diego State University-California State University 2001 — 2006
Bachelor's degree, Cell/Cellular and Molecular Biology
Shaina Watters's LPL Financial Experience September 2014 - January 2015
Job Promotions Coordinator at Shamir Insight
Industry
Experience
LPL Financial September 2014 - January 2015
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Financial Analysis
Education
San Diego Miramar College 2012 — 2013
LPL Financial September 2014 - January 2015
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Financial Analysis
Education
San Diego Miramar College 2012 — 2013
Cory Robbins's LPL Financial Experience August 2012 - September 2012
Job Marketing, business services, photography student and professional
Industry Fine Art
Experience
McCarthy & Holthus LLP March 2014 - Present
ThyssenKrupp October 2013 - November 2013
Caliber Funding December 2012 - August 2013
California Custom Aquariums September 2012 - February 2013
LPL Financial August 2012 - September 2012
Wells Fargo April 2012 - June 2012
AimLoan.com July 2011 - September 2011
EvaluandoSoftware November 2010 - February 2011
Skills
Writing, Microsoft Excel, Microsoft Office, SharePoint, QuickBooks, Business Planning, SPSS, Spanish, Event Planning, Public Speaking, Customer Service, Sales, Strategic Planning, PowerPoint, Nonprofits, Microsoft Word, Social Networking
Education
San Diego City College 2013 — 2014
Photography
San Diego State University-California State University 2007 — 2010
Bachelor of Arts (B.A.) in Liberal Arts ans Sciences, International Economics and Spanish
San Diego Mesa College
McCarthy & Holthus LLP March 2014 - Present
ThyssenKrupp October 2013 - November 2013
Caliber Funding December 2012 - August 2013
California Custom Aquariums September 2012 - February 2013
LPL Financial August 2012 - September 2012
Wells Fargo April 2012 - June 2012
AimLoan.com July 2011 - September 2011
EvaluandoSoftware November 2010 - February 2011
Skills
Writing, Microsoft Excel, Microsoft Office, SharePoint, QuickBooks, Business Planning, SPSS, Spanish, Event Planning, Public Speaking, Customer Service, Sales, Strategic Planning, PowerPoint, Nonprofits, Microsoft Word, Social Networking
Education
San Diego City College 2013 — 2014
Photography
San Diego State University-California State University 2007 — 2010
Bachelor of Arts (B.A.) in Liberal Arts ans Sciences, International Economics and Spanish
San Diego Mesa College
Jason Dutson's LPL Financial Experience January 2011 - Present
Job Operations Specialist/Cash Management at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2011 - Present
Bank of America November 2005 - September 2010
Brookstone November 2003 - March 2006
Skills
Highly detail oriented, 10 Key, Data Entry, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Always Punctual, Multi Tasking, Work Under Minimal..., High level of initiative, Analitical, Troubleshooting, Ingenuity, Critical Thinking, Go to Guy
Education
San Diego State University-California State University 2007 — 2010
Bachelor's degree, Economics
San Diego Miramar College 2003 — 2006
LPL Financial January 2011 - Present
Bank of America November 2005 - September 2010
Brookstone November 2003 - March 2006
Skills
Highly detail oriented, 10 Key, Data Entry, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Always Punctual, Multi Tasking, Work Under Minimal..., High level of initiative, Analitical, Troubleshooting, Ingenuity, Critical Thinking, Go to Guy
Education
San Diego State University-California State University 2007 — 2010
Bachelor's degree, Economics
San Diego Miramar College 2003 — 2006
Andrew Corless's LPL Financial Experience August 2015 - Present
Job
Industry Financial Services
Experience
LPL Financial August 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Marketing
Education
San Diego State University-California State University 2009 — 2013
BS Finance, Finance, General
LPL Financial August 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Marketing
Education
San Diego State University-California State University 2009 — 2013
BS Finance, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.