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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LPL Financial Employees
Employee
Years
Job
Industry
Ladonna Nunn Ladonna Nunn's LPL Financial Experience 1997 - 2000
Job
Industry Financial Services
Experience
Shareholders Service Group 2011 - Present
Brandes Investment Partners 2006 - 2011
LPL Financial 1997 - 2000
Skills
Asset Management, Mutual Funds, Investments, Microsoft Excel, Securities, Series 7, Asset Allocation, Equities, Investment Management, Financial Services, Finance, Bonds, Investment Banking, Financial Analysis, Financial Advisory, Retirement Planning, Emerging Markets, Bloomberg, Access, Series 63, Analysis, Valuation, Brokers, Trading, Capital Markets, VBA, Investment Strategies, Portfolio Management, Value Investing, Wealth Management, Equity Research, Strategic Financial..., Private Equity, Financial Modeling, Options, Investment Advisory, Alternative Investments, Bloomberg Terminal, Derivatives, Fixed Income, Economics, Separately Managed...
Education
San Diego State University-California State University
Bachelor's Degree
San Diego State University-California State University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Shareholders Service Group 2011 - Present
Brandes Investment Partners 2006 - 2011
LPL Financial 1997 - 2000
Skills
Asset Management, Mutual Funds, Investments, Microsoft Excel, Securities, Series 7, Asset Allocation, Equities, Investment Management, Financial Services, Finance, Bonds, Investment Banking, Financial Analysis, Financial Advisory, Retirement Planning, Emerging Markets, Bloomberg, Access, Series 63, Analysis, Valuation, Brokers, Trading, Capital Markets, VBA, Investment Strategies, Portfolio Management, Value Investing, Wealth Management, Equity Research, Strategic Financial..., Private Equity, Financial Modeling, Options, Investment Advisory, Alternative Investments, Bloomberg Terminal, Derivatives, Fixed Income, Economics, Separately Managed...
Education
San Diego State University-California State University
Bachelor's Degree
San Diego State University-California State University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Soliman Popal Soliman Popal's LPL Financial Experience October 2013 - Present
Job Internal Advisory Consultant Southwest Territory at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2013 - Present
LPL Financial August 2012 - October 2013
LPL Financial July 2009 - August 2012
Crescent Appliance September 2005 - April 2009
Skills
Series 7, Series 24, Series 66, Trilingual, Registration, Securities, Insurance, Records, Licensing, Compliance, Special Projects, Microsoft Office, Excel, Brokerage, Daily Operations, Investment Advisory..., Sales, Uniform Combined State..., Series 65, Investment Strategies, Financial Planners, Variable Annuities, Mutual Funds, Risk Management, IRAs, Microsoft Excel, Multilingual, Financial Services, FINRA, Investment Advisory, Retirement, Alternative Investments, Asset Allocation, ETFs, Series 63, Series 6, Investments, Retirement Planning, Estate Planning, Fixed Annuities, 401k, Financial Advisory
Education
San Diego State University-California State University 2003 — 2008
BS, Political Science
LPL Financial October 2013 - Present
LPL Financial August 2012 - October 2013
LPL Financial July 2009 - August 2012
Crescent Appliance September 2005 - April 2009
Skills
Series 7, Series 24, Series 66, Trilingual, Registration, Securities, Insurance, Records, Licensing, Compliance, Special Projects, Microsoft Office, Excel, Brokerage, Daily Operations, Investment Advisory..., Sales, Uniform Combined State..., Series 65, Investment Strategies, Financial Planners, Variable Annuities, Mutual Funds, Risk Management, IRAs, Microsoft Excel, Multilingual, Financial Services, FINRA, Investment Advisory, Retirement, Alternative Investments, Asset Allocation, ETFs, Series 63, Series 6, Investments, Retirement Planning, Estate Planning, Fixed Annuities, 401k, Financial Advisory
Education
San Diego State University-California State University 2003 — 2008
BS, Political Science
Francisco Campos, AIF® Francisco Campos, AIF®'s LPL Financial Experience January 2013 - Present
Job Sr. Business Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2013 - Present
LPL Financial January 2010 - 2012
Santa Barbara Bank & Trust 2007 - 2009
Skills
Series 7, Securities, Financial Services, Investments, Relationship Management, Series 63, Marketing Communications, Electronic Trading, Trade Finance, Employee Engagement, Risk Management, Series 65, Recruiting, Strategic Planning, Salesforce Training, Volunteering, CRM, Sales Presentations, Leadership, Social Networking, Social Media Marketing, Electronic Signatures, Model Portfolios, Portfolio Management, Financial Reporting, Public Speaking, Business Development, Salesforce.com, Training, Consulting, Marketing Strategy, Management, Retirement Planning
Education
San Diego State University-California State University
Communication and Media Studies
LPL Financial January 2013 - Present
LPL Financial January 2010 - 2012
Santa Barbara Bank & Trust 2007 - 2009
Skills
Series 7, Securities, Financial Services, Investments, Relationship Management, Series 63, Marketing Communications, Electronic Trading, Trade Finance, Employee Engagement, Risk Management, Series 65, Recruiting, Strategic Planning, Salesforce Training, Volunteering, CRM, Sales Presentations, Leadership, Social Networking, Social Media Marketing, Electronic Signatures, Model Portfolios, Portfolio Management, Financial Reporting, Public Speaking, Business Development, Salesforce.com, Training, Consulting, Marketing Strategy, Management, Retirement Planning
Education
San Diego State University-California State University
Communication and Media Studies
Kim Keo Kim Keo's LPL Financial Experience December 2012 - Present
Job Complex Product Supervisor at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2012 - Present
LPL Financial February 2012 - December 2012
LPL Financial October 2008 - February 2012
Skills
Series 7, Mutual Funds, Series 63, Financial Services, Equities, Series 24, Alternative Investments, Structured Products
Education
San Diego State University-California State University 1999 — 2004
Bachelor of Arts (B.A.), Social Work
LPL Financial December 2012 - Present
LPL Financial February 2012 - December 2012
LPL Financial October 2008 - February 2012
Skills
Series 7, Mutual Funds, Series 63, Financial Services, Equities, Series 24, Alternative Investments, Structured Products
Education
San Diego State University-California State University 1999 — 2004
Bachelor of Arts (B.A.), Social Work
Olga Borisova Olga Borisova's LPL Financial Experience March 2012 - April 2014
Job Director of Finance and Administration at Silverlining Psychiatry Medical Group
Industry Accounting
Experience
Silverlining Psychiatry Medical Group October 2013 - Present
LPL Financial March 2012 - April 2014
SAIC November 2010 - March 2012
CBIZ Mayer Hoffman McCann, LLC July 2007 - November 2010
CBIZ Mayer Hoffman McCann, LLC July 2006 - August 2006
Skills
Auditing, Sarbanes-Oxley Act, SEC filings, Internal Controls, Finance, Accounting, GAAP, Financial Services, Revenue Recognition, Financial Accounting, Sarbanes-Oxley, Budgets, Process Improvement, CPA, General Ledger, Internal Audit, Financial Reporting, US GAAP, Risk Assessment, Financial Analysis
Education
San Diego State University-California State University 2004 — 2007
BS, Accounting
Silverlining Psychiatry Medical Group October 2013 - Present
LPL Financial March 2012 - April 2014
SAIC November 2010 - March 2012
CBIZ Mayer Hoffman McCann, LLC July 2007 - November 2010
CBIZ Mayer Hoffman McCann, LLC July 2006 - August 2006
Skills
Auditing, Sarbanes-Oxley Act, SEC filings, Internal Controls, Finance, Accounting, GAAP, Financial Services, Revenue Recognition, Financial Accounting, Sarbanes-Oxley, Budgets, Process Improvement, CPA, General Ledger, Internal Audit, Financial Reporting, US GAAP, Risk Assessment, Financial Analysis
Education
San Diego State University-California State University 2004 — 2007
BS, Accounting
Rebecca Nowak Rebecca Nowak's LPL Financial Experience 2007 - 2011
Job Senior Recruiting Specialist at CUSO Financial Services, L.P. & Sorrento Pacific Financial, LLC
Industry Financial Services
Experience
CUSO Financial Services, L.P. & Sorrento Pacific Financial, LLC September 2013 - Present
Medical Solutions, LLC (Formerly On Assignment) March 2011 - September 2013
LPL Financial 2007 - 2011
Merrill Lynch 2006 - 2007
Bank of America Investments 2005 - 2006
Skills
Account Management, Recruiting, Applicant Tracking..., Staffing Services, Cold Calling, Talent Acquisition, Contract Negotiation, Temporary Staffing, Sales, Customer Service, New Business Development, Risk Management, Series 7, Management, Sales Process, Sales Management, Salesforce.com, Technical Recruiting, Investments, Finance, Financial Services, Banking
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Economics
CUSO Financial Services, L.P. & Sorrento Pacific Financial, LLC September 2013 - Present
Medical Solutions, LLC (Formerly On Assignment) March 2011 - September 2013
LPL Financial 2007 - 2011
Merrill Lynch 2006 - 2007
Bank of America Investments 2005 - 2006
Skills
Account Management, Recruiting, Applicant Tracking..., Staffing Services, Cold Calling, Talent Acquisition, Contract Negotiation, Temporary Staffing, Sales, Customer Service, New Business Development, Risk Management, Series 7, Management, Sales Process, Sales Management, Salesforce.com, Technical Recruiting, Investments, Finance, Financial Services, Banking
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Economics
Evan Potter Evan Potter's LPL Financial Experience August 2013 - December 2013
Job Professional baseball player with the San Francisco Giants/ Graduate of SDSU
Industry Financial Services
Experience
Riverwalk Golf Club October 2014 - Present
San Francisco Giants June 2014 - Present
LPL Financial August 2013 - December 2013
Skills
Wealth Management, Strategic Financial..., Bloomberg, Equities, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Research, Retirement Planning, Securities, 401k
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Riverwalk Golf Club October 2014 - Present
San Francisco Giants June 2014 - Present
LPL Financial August 2013 - December 2013
Skills
Wealth Management, Strategic Financial..., Bloomberg, Equities, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Research, Retirement Planning, Securities, 401k
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Patrick Moreno Patrick Moreno's LPL Financial Experience May 2014 - August 2014
Job Intern at South County Economic Development Council
Industry Marketing and Advertising
Experience
South County Economic Development Council September 2015 - Present
Wells Fargo Advisors May 2015 - Present
San Diego State University Athletic Department April 2014 - Present
5-hour ENERGY June 2014 - October 2014
LPL Financial May 2014 - August 2014
Skills
Microsoft Word, Social Media, Teamwork, Microsoft Office, Research, Social Networking, Microsoft Excel, Leadership, Time Management, PowerPoint, Customer Service, Social Media Marketing, Public Speaking, Facebook, Event Planning
Education
San Diego State University-California State University 2013 — 2015
South County Economic Development Council September 2015 - Present
Wells Fargo Advisors May 2015 - Present
San Diego State University Athletic Department April 2014 - Present
5-hour ENERGY June 2014 - October 2014
LPL Financial May 2014 - August 2014
Skills
Microsoft Word, Social Media, Teamwork, Microsoft Office, Research, Social Networking, Microsoft Excel, Leadership, Time Management, PowerPoint, Customer Service, Social Media Marketing, Public Speaking, Facebook, Event Planning
Education
San Diego State University-California State University 2013 — 2015
Jennifer Phommachak Jennifer Phommachak's LPL Financial Experience January 2015 - Present
Job New Accounts Contingent Worker at LPL Financial
Industry Retail
Experience
LPL Financial January 2015 - Present
Dapper And Damned Clothing May 2014 - Present
Fashion Stork June 2014 - December 2014
VANS August 2007 - June 2014
Vans August 2007 - June 2014
Skills
Merchandising, Visual Merchandising, Styling, Fashion, Facebook, Marketing, Social Media Marketing, Creative Direction, Sales, Sales Management, Employee Training, Personal Shopping, Organization Skills, Fashion Blogging, Social Media Blogging, Design, Creative Concept Design, Inventory Planning, Inventory Management, Quality Assurance, Retail Sales, Fashion Buying, Online Retail, Business Economics, Fashion Photography, Fashion Shows, Trade Show Presentations, Microsoft Word
Education
San Diego State University-California State University 2007 — 2011
Economics, Business/Managerial Economics
LPL Financial January 2015 - Present
Dapper And Damned Clothing May 2014 - Present
Fashion Stork June 2014 - December 2014
VANS August 2007 - June 2014
Vans August 2007 - June 2014
Skills
Merchandising, Visual Merchandising, Styling, Fashion, Facebook, Marketing, Social Media Marketing, Creative Direction, Sales, Sales Management, Employee Training, Personal Shopping, Organization Skills, Fashion Blogging, Social Media Blogging, Design, Creative Concept Design, Inventory Planning, Inventory Management, Quality Assurance, Retail Sales, Fashion Buying, Online Retail, Business Economics, Fashion Photography, Fashion Shows, Trade Show Presentations, Microsoft Word
Education
San Diego State University-California State University 2007 — 2011
Economics, Business/Managerial Economics
Katelyn Bobrow's LPL Financial Experience January 2011 - November 2013
Job Account Executive at Havas Edge
Industry Marketing and Advertising
Experience
Havas Edge November 2013 - Present
LPL Financial January 2011 - November 2013
EZIA Human Performance September 2009 - January 2011
Be. Productions February 2008 - August 2009
Multi Image Productions, Inc. May 2006 - August 2007
San Diego Chargers Football Co. April 2004 - April 2007
Skills
401k, Marketing Strategy, Marketing, Social Media Marketing, Email Marketing, Media Planning, Media Strategy
Education
San Diego State University-California State University 2002 — 2006
B.A., Communication
Havas Edge November 2013 - Present
LPL Financial January 2011 - November 2013
EZIA Human Performance September 2009 - January 2011
Be. Productions February 2008 - August 2009
Multi Image Productions, Inc. May 2006 - August 2007
San Diego Chargers Football Co. April 2004 - April 2007
Skills
401k, Marketing Strategy, Marketing, Social Media Marketing, Email Marketing, Media Planning, Media Strategy
Education
San Diego State University-California State University 2002 — 2006
B.A., Communication
Garrett Sharp Garrett Sharp's LPL Financial Experience March 2014 - Present
Job Financial Advisor Intern at LPL Financial
Industry Retail
Experience
LPL Financial March 2014 - Present
Aztec Shops Ltd. January 2013 - Present
Voulez Vous Café & Bistró April 2013 - September 2013
Skills
Microsoft Office, Customer Service, Success Driven, Budget Monitoring, Budget Forecasts, Financial Analysis, Financial Reporting, Financial Accounting, Analysis, Data Entry, Sales, Microsoft Excel
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (BS), Finance, General
LPL Financial March 2014 - Present
Aztec Shops Ltd. January 2013 - Present
Voulez Vous Café & Bistró April 2013 - September 2013
Skills
Microsoft Office, Customer Service, Success Driven, Budget Monitoring, Budget Forecasts, Financial Analysis, Financial Reporting, Financial Accounting, Analysis, Data Entry, Sales, Microsoft Excel
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Kari Middleton Hendrix's LPL Financial Experience 2010 - Present
Job Financial Consultant and Professional Plan Consultant
Industry Financial Services
Experience
LPL Financial 2010 - Present
Medical Wealth Management January 2013 - Present
Merrill Lynch / Bank of America Investments November 2000 - January 2009
Wells Fargo 1995 - 2000
Skills
Investments, Insurance, Mutual Funds, Annuities, Alternative Investments, Retirement Planning, Fixed Annuities, Retirement, Financial Services, Strategic Financial..., Estate Planning, 401k, Finance, Financial Advisory, Leadership, Small Business, Portfolio Management, Hedge Funds, Securities, Mergers & Acquisitions, Equities, Financial Planning
Education
San Diego State University-California State University
Masters, Taxation
University of California, San Diego 1993 — 1997
BA, History & Psychology Double Major
Palm Springs High School 1990 — 1993
Palm Valley School
LPL Financial 2010 - Present
Medical Wealth Management January 2013 - Present
Merrill Lynch / Bank of America Investments November 2000 - January 2009
Wells Fargo 1995 - 2000
Skills
Investments, Insurance, Mutual Funds, Annuities, Alternative Investments, Retirement Planning, Fixed Annuities, Retirement, Financial Services, Strategic Financial..., Estate Planning, 401k, Finance, Financial Advisory, Leadership, Small Business, Portfolio Management, Hedge Funds, Securities, Mergers & Acquisitions, Equities, Financial Planning
Education
San Diego State University-California State University
Masters, Taxation
University of California, San Diego 1993 — 1997
BA, History & Psychology Double Major
Palm Springs High School 1990 — 1993
Palm Valley School
Heather Fenske Heather Fenske's LPL Financial Experience December 2010 - Present
Job Assistant Coach for San Diego Canoe & Kayak Team
Industry Sports
Experience
San Diego Canoe & Kayak Team September 2011 - Present
LPL Financial December 2010 - Present
San Diego Bike & Kayak May 2012 - October 2013
City of San Diego May 2005 - October 2010
Tardy Family October 2008 - June 2009
Skills
Coaching, Tutoring, Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Public Speaking, Sports, Social Networking
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations
Semester at Sea - Institute of Shipboard Education 2008 — 2008
Circumnavigating the Globe
San Diego Canoe & Kayak Team September 2011 - Present
LPL Financial December 2010 - Present
San Diego Bike & Kayak May 2012 - October 2013
City of San Diego May 2005 - October 2010
Tardy Family October 2008 - June 2009
Skills
Coaching, Tutoring, Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Public Speaking, Sports, Social Networking
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations
Semester at Sea - Institute of Shipboard Education 2008 — 2008
Circumnavigating the Globe
Ryan Pioquinto Ryan Pioquinto's LPL Financial Experience October 2010 - Present
Job Operations Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2010 - Present
LPL Financial May 2012 - September 2013
Science Applications International Corporation (SAIC) June 2007 - October 2010
Hertz Local Edition January 2006 - November 2006
Hertz Local Edition July 2005 - December 2005
Hertz Local Edition September 2003 - June 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Customer Service, Process Improvement, Access, Budgets, Management
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science, Business Administration, Emphasis in Marketing
LPL Financial October 2010 - Present
LPL Financial May 2012 - September 2013
Science Applications International Corporation (SAIC) June 2007 - October 2010
Hertz Local Edition January 2006 - November 2006
Hertz Local Edition July 2005 - December 2005
Hertz Local Edition September 2003 - June 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Customer Service, Process Improvement, Access, Budgets, Management
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science, Business Administration, Emphasis in Marketing
Melissa Feaver's LPL Financial Experience September 2014 - Present
Job Retirement Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2014 - Present
LPL Financial May 2013 - September 2014
LPL Financial June 2012 - May 2013
LPL Financial September 2010 - June 2012
SDSU Finance and Investment Society February 2009 - May 2010
University Honors Program August 2007 - May 2010
Education
San Diego State University-California State University 2006 — 2010
LPL Financial September 2014 - Present
LPL Financial May 2013 - September 2014
LPL Financial June 2012 - May 2013
LPL Financial September 2010 - June 2012
SDSU Finance and Investment Society February 2009 - May 2010
University Honors Program August 2007 - May 2010
Education
San Diego State University-California State University 2006 — 2010
James Silverio James Silverio's LPL Financial Experience June 2015 - Present
Job Associate Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
LPL Financial March 2012 - May 2015
Prommis Solutions 2010 - 2011
LJ Printing 2003 - 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Customer Service, Access, Sales, Data Analysis, Event Planning, Analysis, Social Media, Leadership, Research, Account Management, Social Media Marketing, Team Leadership
Education
San Diego State University-California State University 2004 — 2010
BA, Economics
LPL Financial June 2015 - Present
LPL Financial March 2012 - May 2015
Prommis Solutions 2010 - 2011
LJ Printing 2003 - 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Customer Service, Access, Sales, Data Analysis, Event Planning, Analysis, Social Media, Leadership, Research, Account Management, Social Media Marketing, Team Leadership
Education
San Diego State University-California State University 2004 — 2010
BA, Economics
Mark Bidar's LPL Financial Experience August 2007 - February 2008
Job Software Developer Contractor at Breg
Industry Computer Software
Experience
Realcode Development, Inc. March 1996 - Present
Breg May 2014 - Present
Luth Research February 2013 - April 2015
MaintenanceNet August 2012 - March 2013
Mitchell International February 2011 - August 2012
Audatex North America, Inc., a Solera Company September 1999 - October 2010
Mitchell International April 2008 - June 2009
LPL Financial August 2007 - February 2008
Intuit March 2007 - August 2007
Mitchell International August 2006 - January 2007
Skills
Enterprise Architecture, Solution Architecture, .NET, Visual Studio, Software Design, sql, SQL, C++, C#, Authorize.net, WPF, Silverlight, Technology Integration, Workflow Software, Windows Services, WCF, WCF Services, Socket Programming, IIS, SQLite, ADO.NET, ASP.NET, Software Deployment, Architecture, Visual Basic, XML, SOA, Software Engineering, Web Services, Microsoft SQL Server, UML, Integration, Software Development, Web Applications, Entity Framework, TFS, Oracle, ASP, Requirements Analysis, Design Patterns, Unix, Architectures
Education
San Diego State University-California State University 1990 — 2000
B.S., Computer Science
SDSU
Bachelor of Science (B.S.), Computer Science
Realcode Development, Inc. March 1996 - Present
Breg May 2014 - Present
Luth Research February 2013 - April 2015
MaintenanceNet August 2012 - March 2013
Mitchell International February 2011 - August 2012
Audatex North America, Inc., a Solera Company September 1999 - October 2010
Mitchell International April 2008 - June 2009
LPL Financial August 2007 - February 2008
Intuit March 2007 - August 2007
Mitchell International August 2006 - January 2007
Skills
Enterprise Architecture, Solution Architecture, .NET, Visual Studio, Software Design, sql, SQL, C++, C#, Authorize.net, WPF, Silverlight, Technology Integration, Workflow Software, Windows Services, WCF, WCF Services, Socket Programming, IIS, SQLite, ADO.NET, ASP.NET, Software Deployment, Architecture, Visual Basic, XML, SOA, Software Engineering, Web Services, Microsoft SQL Server, UML, Integration, Software Development, Web Applications, Entity Framework, TFS, Oracle, ASP, Requirements Analysis, Design Patterns, Unix, Architectures
Education
San Diego State University-California State University 1990 — 2000
B.S., Computer Science
SDSU
Bachelor of Science (B.S.), Computer Science
Kristin Dunn Kristin Dunn's LPL Financial Experience 2003 - 2004
Job VP of Finance at First Associates Loan Servicing, LLC
Industry Financial Services
Experience
First Associates Loan Servicing, LLC 2013 - 2014
Pierce Education Properties, LP April 2012 - March 2013
Red Mountain Ventures May 2007 - March 2012
ACC Consumer Finance 2004 - 2007
LPL Financial 2003 - 2004
Household Auto Finance Corp, now HSBC Auto Finance 1997 - 2003
KPMG, LLP 1992 - 1997
Skills
Mergers & Acquisitions, Financial Modeling, GAAP, Financial Services, Mergers, Management, Consumer Lending, General Ledger, Executive Management, Retail, Real Estate Development, Financial Analysis
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Science - Business, Accountancy
First Associates Loan Servicing, LLC 2013 - 2014
Pierce Education Properties, LP April 2012 - March 2013
Red Mountain Ventures May 2007 - March 2012
ACC Consumer Finance 2004 - 2007
LPL Financial 2003 - 2004
Household Auto Finance Corp, now HSBC Auto Finance 1997 - 2003
KPMG, LLP 1992 - 1997
Skills
Mergers & Acquisitions, Financial Modeling, GAAP, Financial Services, Mergers, Management, Consumer Lending, General Ledger, Executive Management, Retail, Real Estate Development, Financial Analysis
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Science - Business, Accountancy
Frank Alvarez's LPL Financial Experience April 2014 - September 2014
Job Financial Advisor Intern at LPL Financial and Entrepreneur
Industry Financial Services
Experience
Wall Street College January 2013 - Present
Manchester Grand Hyatt San Diego June 2011 - Present
LPL Financial April 2014 - September 2014
Skills
Economic Research, Economic Policy, Entrepreneurship, Growth Investing, Blogging, Social Media Marketing, Leadership, Customer Service, Analysis, Economics
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Arts (B.A.), Consumer Economics
Wall Street College January 2013 - Present
Manchester Grand Hyatt San Diego June 2011 - Present
LPL Financial April 2014 - September 2014
Skills
Economic Research, Economic Policy, Entrepreneurship, Growth Investing, Blogging, Social Media Marketing, Leadership, Customer Service, Analysis, Economics
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Arts (B.A.), Consumer Economics
Shauna Ruscitto, MSA, CPA Shauna Ruscitto, MSA, CPA's LPL Financial Experience December 2009 - Present
Job Sr. Internal Auditor at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2009 - Present
LPL Financial Services August 2006 - January 2010
Fidelity Investments 2002 - 2006
Seaport Companies 2002 - 2006
Skills
Internal Controls, Financial Analysis, Excel, Accounting, Internal Audit, Risk Management, Process Improvement, Word, PowerPoint, Risk Assessment, Microsoft Office, Reconciliation, Financial Accounting, GAAP, Oracle R12 Financials, Account Reconciliation, Flux Analysis, Journal Entries, Budget Reconciliation, Sarbanes-Oxley Act, Auditing, IT Audit, Finance, Sarbanes-Oxley, Enterprise Risk..., General Ledger, Financial Reporting, US GAAP, SEC filings, Financial Audits, Strategic Financial..., SOX 404, CPA, Revenue Recognition, Variance Analysis, Cost Accounting, COSO, CISA, External Audit, Financial Planning, Microsoft Excel, SSAE 16
Education
San Diego State University-California State University 2008 — 2010
MSA, Masters of Science in Accountancy
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
BS, Business
LPL Financial December 2009 - Present
LPL Financial Services August 2006 - January 2010
Fidelity Investments 2002 - 2006
Seaport Companies 2002 - 2006
Skills
Internal Controls, Financial Analysis, Excel, Accounting, Internal Audit, Risk Management, Process Improvement, Word, PowerPoint, Risk Assessment, Microsoft Office, Reconciliation, Financial Accounting, GAAP, Oracle R12 Financials, Account Reconciliation, Flux Analysis, Journal Entries, Budget Reconciliation, Sarbanes-Oxley Act, Auditing, IT Audit, Finance, Sarbanes-Oxley, Enterprise Risk..., General Ledger, Financial Reporting, US GAAP, SEC filings, Financial Audits, Strategic Financial..., SOX 404, CPA, Revenue Recognition, Variance Analysis, Cost Accounting, COSO, CISA, External Audit, Financial Planning, Microsoft Excel, SSAE 16
Education
San Diego State University-California State University 2008 — 2010
MSA, Masters of Science in Accountancy
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
BS, Business
Steve Gensler CFP, MBA, MSBA Steve Gensler CFP, MBA, MSBA's LPL Financial Experience June 2011 - Present
Job AVP – Business Consulting at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2011 - Present
LPL Financial June 2006 - June 2011
Education
University of Wisconsin-Parkside 1988 — 1992
San Diego State University-California State University
LPL Financial June 2011 - Present
LPL Financial June 2006 - June 2011
Education
University of Wisconsin-Parkside 1988 — 1992
San Diego State University-California State University
Farhad Firoozi's LPL Financial Experience October 2010 - Present
Job at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2010 - Present
American Funds February 2008 - March 2010
LPL Financial January 2006 - February 2008
Skills
401k, Alternative Investments, Financial Advisory
Education
San Diego State University-California State University 2001 — 2005
Bachelor, Economics
LPL Financial October 2010 - Present
American Funds February 2008 - March 2010
LPL Financial January 2006 - February 2008
Skills
401k, Alternative Investments, Financial Advisory
Education
San Diego State University-California State University 2001 — 2005
Bachelor, Economics
Scott Montgomery Scott Montgomery's LPL Financial Experience April 2002 - January 2011
Job Senior Vice President, New Business Development at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) December 2011 - Present
FirstPoint Partners January 2011 - December 2011
LPL Financial April 2002 - January 2011
Mackenzie Asset Management September 2000 - April 2002
Munder Capital Management May 1997 - May 2000
A.G. Edwards October 1993 - May 1997
Related Capital Corporation January 1990 - October 1993
Skills
Alternative Investments, Mutual Funds, Wealth Management, Financial Advisory, Series 7, Series 63
Education
San Diego State University-California State University 1984 — 1989
Business, Psychology
National Planning Corporation (NPC) December 2011 - Present
FirstPoint Partners January 2011 - December 2011
LPL Financial April 2002 - January 2011
Mackenzie Asset Management September 2000 - April 2002
Munder Capital Management May 1997 - May 2000
A.G. Edwards October 1993 - May 1997
Related Capital Corporation January 1990 - October 1993
Skills
Alternative Investments, Mutual Funds, Wealth Management, Financial Advisory, Series 7, Series 63
Education
San Diego State University-California State University 1984 — 1989
Business, Psychology
Joe Miscolta's LPL Financial Experience February 1993 - April 1994
Job Assistant Vice President at Pacific Life Insurance Company
Industry Insurance
Experience
Pacific Life Insurance Company May 1994 - Present
LPL Financial February 1993 - April 1994
Pacific Life Insurance Company August 1991 - February 1993
First Capital Life Insurance October 1984 - June 1991
Skills
Retirement Planning, Series 6, Marketing, Life Insurance, Series 63
Education
San Diego State University-California State University
BA, Speech Communications
Pacific Life Insurance Company May 1994 - Present
LPL Financial February 1993 - April 1994
Pacific Life Insurance Company August 1991 - February 1993
First Capital Life Insurance October 1984 - June 1991
Skills
Retirement Planning, Series 6, Marketing, Life Insurance, Series 63
Education
San Diego State University-California State University
BA, Speech Communications
Michael LaMoureaux Michael LaMoureaux's LPL Financial Experience May 2013 - March 2014
Job Consultant at Pro Back Office
Industry Financial Services
Experience
Pro Back Office August 2014 - Present
LPL Financial May 2013 - March 2014
Wired Technologies August 2007 - September 2008
Skills
Microsoft Excel, Customer Service, PowerPoint, Research, Public Speaking, Sales, Training, Financial Analysis, Time Management, Access
Education
San Diego State University-California State University 2010 — 2013
Bachelor of Arts (B.A.), Economics
University of San Diego 2008 — 2009
Pro Back Office August 2014 - Present
LPL Financial May 2013 - March 2014
Wired Technologies August 2007 - September 2008
Skills
Microsoft Excel, Customer Service, PowerPoint, Research, Public Speaking, Sales, Training, Financial Analysis, Time Management, Access
Education
San Diego State University-California State University 2010 — 2013
Bachelor of Arts (B.A.), Economics
University of San Diego 2008 — 2009
D. Scott Bloom, CFP® D. Scott Bloom, CFP®'s LPL Financial Experience January 2010 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
LPL Financial January 2010 - Present
Moto-ing Daily 1981 - 2013
Chase Investment Services Corp March 2005 - February 2010
Skills
Retirement Planning, Series 63, FINRA, Fixed Annuities, Mutual Funds, Life Insurance, Securities, 401k, Wealth Management, Strategic Financial..., Series 7, Investment Advisory
Education
Kaplan University 2008 — 2010
Certificate, Financial Planning
San Diego State University-California State University 1987 — 2008
BA, Journalism-Advertising
LPL Financial January 2010 - Present
Moto-ing Daily 1981 - 2013
Chase Investment Services Corp March 2005 - February 2010
Skills
Retirement Planning, Series 63, FINRA, Fixed Annuities, Mutual Funds, Life Insurance, Securities, 401k, Wealth Management, Strategic Financial..., Series 7, Investment Advisory
Education
Kaplan University 2008 — 2010
Certificate, Financial Planning
San Diego State University-California State University 1987 — 2008
BA, Journalism-Advertising
Susan Pillen-Levine's LPL Financial Experience July 2011 - November 2012
Job Financial Services Professional
Industry Financial Services
Experience
Seeking Employment Opportunities January 2013 - Present
LPL Financial July 2011 - November 2012
LPL Financial March 2010 - July 2011
LPL Financial July 2008 - March 2010
LPL Financial January 2001 - July 2008
LPL Financial July 2000 - January 2001
LPL Financial December 1998 - July 2000
LPL Financial June 1996 - December 1998
Prudential Securities January 1994 - January 1996
Skills
Series 99, Qualified Retirement..., IRAs, Training, Project Management, LEAN, Procedure Development, Problem Solving, Internal Revenue Code, Operations Management, Public Speaking, Management, Risk Management, Business Requirements, Functional..., Process Improvement, Access, Microsoft Excel, PowerPoint, Cash Management, Data Analysis, Customer Service, Employee Engagement
Education
San Diego State University-California State University 1990 — 1994
Bachelor's degree, Economics
Seeking Employment Opportunities January 2013 - Present
LPL Financial July 2011 - November 2012
LPL Financial March 2010 - July 2011
LPL Financial July 2008 - March 2010
LPL Financial January 2001 - July 2008
LPL Financial July 2000 - January 2001
LPL Financial December 1998 - July 2000
LPL Financial June 1996 - December 1998
Prudential Securities January 1994 - January 1996
Skills
Series 99, Qualified Retirement..., IRAs, Training, Project Management, LEAN, Procedure Development, Problem Solving, Internal Revenue Code, Operations Management, Public Speaking, Management, Risk Management, Business Requirements, Functional..., Process Improvement, Access, Microsoft Excel, PowerPoint, Cash Management, Data Analysis, Customer Service, Employee Engagement
Education
San Diego State University-California State University 1990 — 1994
Bachelor's degree, Economics
Marlo Cote's LPL Financial Experience September 1996 - November 2012
Job Financial Services Professional
Industry Financial Services
Experience
24 Hour Fitness September 1997 - Present
Shareholders Service Group September 2013 - October 2015
LPL Financial September 1996 - November 2012
James Mitchell & Company 1994 - 1996
Skills
Securities, Mutual Funds, Financial Advisory, Financial Services, Investments, Retirement, Sales, FINRA, Wealth Management, Equities, Investment Advisory, Advertising, ETFs, Series 63, Strategic Financial..., Retirement Planning, Program Management, Risk Management, Insurance, Uniform Combined State..., Marketing, CRM, Alternative Investments, Asset Management, Series 6, Investment Strategies, Asset Allocation
Education
San Diego State University-California State University 1989 — 1994
B.S., Bus. Mgmt
24 Hour Fitness September 1997 - Present
Shareholders Service Group September 2013 - October 2015
LPL Financial September 1996 - November 2012
James Mitchell & Company 1994 - 1996
Skills
Securities, Mutual Funds, Financial Advisory, Financial Services, Investments, Retirement, Sales, FINRA, Wealth Management, Equities, Investment Advisory, Advertising, ETFs, Series 63, Strategic Financial..., Retirement Planning, Program Management, Risk Management, Insurance, Uniform Combined State..., Marketing, CRM, Alternative Investments, Asset Management, Series 6, Investment Strategies, Asset Allocation
Education
San Diego State University-California State University 1989 — 1994
B.S., Bus. Mgmt
Ron Tolle Ron Tolle's LPL Financial Experience April 2015 - Present
Job Operations Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial January 2014 - March 2015
LPL Financial November 2011 - January 2014
LPL Financial January 2008 - November 2011
Innovative Realty and ANI Mortgage June 2006 - November 2007
San Diego January 1994 - August 2005
Skills
Retirement, IRAs, 401k, Catering
Education
San Diego State University-California State University 1997 — 2000
B.S., Business Administration, Management
LPL Financial April 2015 - Present
LPL Financial January 2014 - March 2015
LPL Financial November 2011 - January 2014
LPL Financial January 2008 - November 2011
Innovative Realty and ANI Mortgage June 2006 - November 2007
San Diego January 1994 - August 2005
Skills
Retirement, IRAs, 401k, Catering
Education
San Diego State University-California State University 1997 — 2000
B.S., Business Administration, Management
Nicholas Destein Nicholas Destein's LPL Financial Experience June 2014 - August 2014
Job Student Brand Manager at Red Bull
Industry Financial Services
Experience
MD Revolution June 2014 - December 2014
Red Bull November 2013 - December 2014
LPL Financial June 2014 - August 2014
Financial Telesis Inc June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Leadership, Team Building, Result Oriented, Networking, Social Networking, Facebook, Time Management, Event Planning, Sales, Marketing, Team Leadership, Training
Education
San Diego State University-California State University 2012 — 2016
Finance, General
University of Mannheim
Bachelor's Degree, Finance, General
MD Revolution June 2014 - December 2014
Red Bull November 2013 - December 2014
LPL Financial June 2014 - August 2014
Financial Telesis Inc June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Leadership, Team Building, Result Oriented, Networking, Social Networking, Facebook, Time Management, Event Planning, Sales, Marketing, Team Leadership, Training
Education
San Diego State University-California State University 2012 — 2016
Finance, General
University of Mannheim
Bachelor's Degree, Finance, General
Steven Van Houten,CFP®'s LPL Financial Experience 1982 - Present
Job President, Lifetime Financial Advisors, Inc.
Industry Financial Services
Experience
Lifetime Financial Advisors, Inc. July 1992 - Present
LPL Financial 1982 - Present
Education
San Diego State University-California State University 1978 — 1980
BS, Finance
Lifetime Financial Advisors, Inc. July 1992 - Present
LPL Financial 1982 - Present
Education
San Diego State University-California State University 1978 — 1980
BS, Finance
Jennifer Weiner Jennifer Weiner's LPL Financial Experience February 2015 - Present
Job Sr. HRIS Analyst
Industry Human Resources
Experience
LPL Financial February 2015 - Present
Encore Capital Group November 2013 - February 2015
Encore Capital Group August 2012 - November 2013
Target July 2007 - August 2012
Target June 2006 - July 2007
Skills
Human Resources, Employee Relations, Recruiting, Leadership Development, Payroll, HRIS, Employee Benefits, Retail, Performance Management, Process Improvement, Customer Service, Onboarding, Interviews
Education
San Diego State University-California State University
BA, Psychology
LPL Financial February 2015 - Present
Encore Capital Group November 2013 - February 2015
Encore Capital Group August 2012 - November 2013
Target July 2007 - August 2012
Target June 2006 - July 2007
Skills
Human Resources, Employee Relations, Recruiting, Leadership Development, Payroll, HRIS, Employee Benefits, Retail, Performance Management, Process Improvement, Customer Service, Onboarding, Interviews
Education
San Diego State University-California State University
BA, Psychology
Luis Frias Luis Frias's LPL Financial Experience January 2014 - April 2014
Job Investor Reporting Analyst at U.S. Bank
Industry Higher Education
Experience
U.S. Bank June 2015 - Present
U.S. Bank November 2014 - May 2015
San Diego State University June 2013 - October 2014
Keystone Capital LLC July 2014 - September 2014
LPL Financial January 2014 - April 2014
Zeta Beta Tau March 2013 - March 2014
TABLE FOR TWO April 2013 - October 2013
Skills
Event Management, Event Planning, Coordinating Events, Public Speaking, Photoshop, Microsoft Excel, Internal Communications, Nonprofits, Investments, Leadership, Time Management, Soft Skills
Education
San Diego State University-California State University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
San Diego State University-California State University 2011 — 2015
Bachelor's degree , Finance, General
U.S. Bank June 2015 - Present
U.S. Bank November 2014 - May 2015
San Diego State University June 2013 - October 2014
Keystone Capital LLC July 2014 - September 2014
LPL Financial January 2014 - April 2014
Zeta Beta Tau March 2013 - March 2014
TABLE FOR TWO April 2013 - October 2013
Skills
Event Management, Event Planning, Coordinating Events, Public Speaking, Photoshop, Microsoft Excel, Internal Communications, Nonprofits, Investments, Leadership, Time Management, Soft Skills
Education
San Diego State University-California State University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
San Diego State University-California State University 2011 — 2015
Bachelor's degree , Finance, General
Liz Harmon Liz Harmon's LPL Financial Experience June 2013 - Present
Job AVP Program Mgmt at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
Skills
Process Improvement, FINRA, Adaptation, Financial Services, Marketing Communications, Training, Marketing, Creativity, Investment Advisory, SEO, Sales, Highly Adaptable, Detail Oriented, Creative, Strategic Financial..., Retirement Planning, Public Relations, IT Strategy, Financial Advisory, Leadership Development, Management, Cross-functional Team..., User Experience, Web Design
Education
San Diego State University-California State University 2000 — 2005
BS, Marketing / Psychology
LPL Financial June 2013 - Present
Skills
Process Improvement, FINRA, Adaptation, Financial Services, Marketing Communications, Training, Marketing, Creativity, Investment Advisory, SEO, Sales, Highly Adaptable, Detail Oriented, Creative, Strategic Financial..., Retirement Planning, Public Relations, IT Strategy, Financial Advisory, Leadership Development, Management, Cross-functional Team..., User Experience, Web Design
Education
San Diego State University-California State University 2000 — 2005
BS, Marketing / Psychology
Elissa Pettengill Elissa Pettengill's LPL Financial Experience May 2013 - March 2014
Job Client Associate at TAG
Industry Accounting
Experience
TAG March 2014 - Present
LPL Financial May 2013 - March 2014
True Food Kitchen May 2012 - June 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Account Reconciliation, Access, Financial Reporting, Outlook, Process Improvement, Customer Service, Time Management, Finance, Financial Statements
Education
San Diego State University-California State University 2009 — 2013
Bachelor's degree, Finance
Chaparral High School 2005 — 2009
TAG March 2014 - Present
LPL Financial May 2013 - March 2014
True Food Kitchen May 2012 - June 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Account Reconciliation, Access, Financial Reporting, Outlook, Process Improvement, Customer Service, Time Management, Finance, Financial Statements
Education
San Diego State University-California State University 2009 — 2013
Bachelor's degree, Finance
Chaparral High School 2005 — 2009
Matan Bordo's LPL Financial Experience August 2013 - December 2013
Job Business Development & Special Projects for CEO at Wearable World
Industry Think Tanks
Experience
Wearable World, Inc. August 2014 - Present
LPL Financial August 2013 - December 2013
Zeta Beta Tau Fraternity April 2012 - May 2013
Kitchen Management Solutions January 2011 - May 2013
Zeta Beta Tau Fraternity November 2011 - November 2012
Inter-Fraternity Council April 2011 - April 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Customer Service, Teamwork, Event Planning, Research, Facebook, Social Networking, Team Leadership, Social Media Marketing, Leadership, Time Management, Public Relations, Event Management, Programming, Finance, Financial Analysis, Investments, Leadership Development, Real Estate, Motivated self-starter, Recruiting, Corporate Finance, Sponsorship Relations, Start-ups, Comedic Timing, Junior Golf, Yellow Belt, Strategic Communications, Business Development, Apparel Magic, Sales, Financial Modeling, Project Management, Partnerships, Strategic Partnerships, Strategy
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
San Diego State University-California State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Wearable World, Inc. August 2014 - Present
LPL Financial August 2013 - December 2013
Zeta Beta Tau Fraternity April 2012 - May 2013
Kitchen Management Solutions January 2011 - May 2013
Zeta Beta Tau Fraternity November 2011 - November 2012
Inter-Fraternity Council April 2011 - April 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Customer Service, Teamwork, Event Planning, Research, Facebook, Social Networking, Team Leadership, Social Media Marketing, Leadership, Time Management, Public Relations, Event Management, Programming, Finance, Financial Analysis, Investments, Leadership Development, Real Estate, Motivated self-starter, Recruiting, Corporate Finance, Sponsorship Relations, Start-ups, Comedic Timing, Junior Golf, Yellow Belt, Strategic Communications, Business Development, Apparel Magic, Sales, Financial Modeling, Project Management, Partnerships, Strategic Partnerships, Strategy
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
San Diego State University-California State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Jason Souryamath Jason Souryamath's LPL Financial Experience January 2014 - June 2014
Job Data & Analytics at ClosingCorps
Industry Higher Education
Experience
ClosingCorp September 2015 - Present
County of San Diego October 2014 - March 2015
San Diego State University September 2011 - October 2014
LPL Financial January 2014 - June 2014
Bainbridge May 2013 - February 2014
Skills
Microsoft Office, Networking, Leadership, Microsoft SQL Server, Adobe Creative Suite, CSS, HTML, LeftHand, Clerical Work, Internet, Market Analysis, Office Management, Primary Research, Secondary Research, Microsoft Project, Microsoft Dynamics CRM, Drupal, ArcGIS, SSMS, T-SQL, Agile Methodologies
Education
San Diego State University-California State University 2010 — 2014
Bachelor's Degree, Public Administration
ClosingCorp September 2015 - Present
County of San Diego October 2014 - March 2015
San Diego State University September 2011 - October 2014
LPL Financial January 2014 - June 2014
Bainbridge May 2013 - February 2014
Skills
Microsoft Office, Networking, Leadership, Microsoft SQL Server, Adobe Creative Suite, CSS, HTML, LeftHand, Clerical Work, Internet, Market Analysis, Office Management, Primary Research, Secondary Research, Microsoft Project, Microsoft Dynamics CRM, Drupal, ArcGIS, SSMS, T-SQL, Agile Methodologies
Education
San Diego State University-California State University 2010 — 2014
Bachelor's Degree, Public Administration
Jennie Rosal Jennie Rosal's LPL Financial Experience 2004 - 2006
Job Talent Acquisitions Recruiter
Industry Financial Services
Experience
Encore Capital Group 2010 - 2010
The Newport Group 2006 - 2008
LPL Financial 2004 - 2006
Skills
Corporate Recruiting, Recruiting, Technical Recruiting, Talent Acquisition, Behavioral Interviewing, Competency Based..., Employment Law, Salary Negotiation, Interviews, Onboarding, Applicant Tracking..., Human Resources, HRIS, Employee Benefits, Executive Search, Sourcing, Full-life Cycle..., Negotiation, talent ac, Talent Management, Screening Resumes, Vendor Management, New Hire Orientations, resume writing, Ceridian, financial services..., real estate recruiting, Networking, Executive Coaching
Education
San Diego State University-California State University
Bachelor’s Degree, Management & Human Resources, Deans List (Top 10%)
Encore Capital Group 2010 - 2010
The Newport Group 2006 - 2008
LPL Financial 2004 - 2006
Skills
Corporate Recruiting, Recruiting, Technical Recruiting, Talent Acquisition, Behavioral Interviewing, Competency Based..., Employment Law, Salary Negotiation, Interviews, Onboarding, Applicant Tracking..., Human Resources, HRIS, Employee Benefits, Executive Search, Sourcing, Full-life Cycle..., Negotiation, talent ac, Talent Management, Screening Resumes, Vendor Management, New Hire Orientations, resume writing, Ceridian, financial services..., real estate recruiting, Networking, Executive Coaching
Education
San Diego State University-California State University
Bachelor’s Degree, Management & Human Resources, Deans List (Top 10%)
Nichol Rogers Nichol Rogers's LPL Financial Experience May 2003 - May 2005
Job Regional Brokerage Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors August 2007 - October 2012
Wells Fargo Advisors March 2006 - August 2007
LPL Financial May 2003 - May 2005
Skills
Business Process..., Recruiting, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training, Outlook
Education
San Diego State University-California State University
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors August 2007 - October 2012
Wells Fargo Advisors March 2006 - August 2007
LPL Financial May 2003 - May 2005
Skills
Business Process..., Recruiting, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training, Outlook
Education
San Diego State University-California State University
Bachelor of Arts (BA), Political Science and Government
Natalina Reda Natalina Reda's LPL Financial Experience June 2013 - Present
Job Senior Service Center Rep at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
LPL Financial November 2012 - June 2013
County of San Diego May 2011 - March 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Science (B.S.), Finance
LPL Financial June 2013 - Present
LPL Financial November 2012 - June 2013
County of San Diego May 2011 - March 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Science (B.S.), Finance
Jennifer Kozumplik Jennifer Kozumplik's LPL Financial Experience August 2007 - September 2008
Job Stage Manager
Industry Performing Arts
Experience
Cygnet Theatre 2009 - Present
La Jolla Playhouse March 2013 - March 2014
San Diego Repertory Theatre September 2008 - December 2012
San Diego Repertory Theatre April 2009 - June 2012
LPL Financial August 2007 - September 2008
Bank of America June 2005 - August 2007
Skills
Theatre, Event Planning, Performing Arts, Stage, Entertainment, Plays, Drama, Acting, Musical Theatre
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Arts (BA), Theatre
Cygnet Theatre 2009 - Present
La Jolla Playhouse March 2013 - March 2014
San Diego Repertory Theatre September 2008 - December 2012
San Diego Repertory Theatre April 2009 - June 2012
LPL Financial August 2007 - September 2008
Bank of America June 2005 - August 2007
Skills
Theatre, Event Planning, Performing Arts, Stage, Entertainment, Plays, Drama, Acting, Musical Theatre
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Arts (BA), Theatre
Frank Peralta Frank Peralta's LPL Financial Experience June 2011 - Present
Job Lead Operations Specialist, Performance and Data Reconciliation
Industry Financial Services
Experience
LPL Financial June 2011 - Present
Coastal Tax & Financial October 2007 - June 2012
LPL Financial March 2009 - May 2011
LPL Financial September 2007 - February 2009
LPL Financial April 2005 - August 2007
LPL Financial September 2003 - March 2005
Skills
Management, Tax, Project Planning, Strategic Financial..., Financial Analysis, Mutual Funds, Investments, Securities, Sarbanes-Oxley Act, Analysis, Finance
Education
San Diego State University-California State University
Bachelor of Arts
LPL Financial June 2011 - Present
Coastal Tax & Financial October 2007 - June 2012
LPL Financial March 2009 - May 2011
LPL Financial September 2007 - February 2009
LPL Financial April 2005 - August 2007
LPL Financial September 2003 - March 2005
Skills
Management, Tax, Project Planning, Strategic Financial..., Financial Analysis, Mutual Funds, Investments, Securities, Sarbanes-Oxley Act, Analysis, Finance
Education
San Diego State University-California State University
Bachelor of Arts
Laura Boice Laura Boice's LPL Financial Experience January 2011 - Present
Job AVP Quality Assurance at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2011 - Present
LPL Financial March 2008 - December 2010
DataQuick July 2006 - February 2008
DataQuick October 1996 - June 2006
Skills
Software Quality..., Agile Methodologies, Requirements Analysis, SDLC, Test Planning, SQL, Test Strategy, Quality Center, Testing, Quality Assurance, Regression Testing, Test Cases, Test Automation, User Acceptance Testing, HP Quality Center
Education
San Diego State University-California State University
Bachelor's degree, Information Technology
LPL Financial January 2011 - Present
LPL Financial March 2008 - December 2010
DataQuick July 2006 - February 2008
DataQuick October 1996 - June 2006
Skills
Software Quality..., Agile Methodologies, Requirements Analysis, SDLC, Test Planning, SQL, Test Strategy, Quality Center, Testing, Quality Assurance, Regression Testing, Test Cases, Test Automation, User Acceptance Testing, HP Quality Center
Education
San Diego State University-California State University
Bachelor's degree, Information Technology
Kimberly Froelich Kimberly Froelich's LPL Financial Experience February 2008 - Present
Job Service Consultant, Service Experience at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2008 - Present
Education
San Diego State University-California State University 2001 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
West Valley College 1999 — 2001
Communication and Media Studies
LPL Financial February 2008 - Present
Education
San Diego State University-California State University 2001 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
West Valley College 1999 — 2001
Communication and Media Studies
Kailen Cook Kailen Cook's LPL Financial Experience 2012 - 2014
Job Vice President at Alpha Global Invesments | Realtor at Seacoast Exclusive Properties "San Diego Finance & Real Estate"
Industry Investment Management
Experience
Alpha Global Investments January 2014 - Present
Sea Coast Exclusive Properties October 2011 - Present
LPL Financial 2012 - 2014
Wells Fargo Advisors 2010 - 2012
TD Ameritrade 1999 - 2010
Skills
Investments, Finance, Retirement Planning, Portfolio Management, Financial Planning, Financial Advisory, Asset Allocation, Real Estate, Wealth Management, Financial Analysis, Investment Management, Investment Strategies
Education
San Diego State University-California State University
Master's Degree, Finance and Financial Management Services
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Washington State University
Alpha Global Investments January 2014 - Present
Sea Coast Exclusive Properties October 2011 - Present
LPL Financial 2012 - 2014
Wells Fargo Advisors 2010 - 2012
TD Ameritrade 1999 - 2010
Skills
Investments, Finance, Retirement Planning, Portfolio Management, Financial Planning, Financial Advisory, Asset Allocation, Real Estate, Wealth Management, Financial Analysis, Investment Management, Investment Strategies
Education
San Diego State University-California State University
Master's Degree, Finance and Financial Management Services
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Washington State University
Laurence Spolidoro Laurence Spolidoro's LPL Financial Experience September 2010 - October 2011
Job Manager Software Infrastructure at The Walt Disney Company
Industry Information Technology and Services
Experience
The Walt Disney Company November 2011 - Present
LPL Financial September 2010 - October 2011
Ticketmaster April 2008 - March 2010
Countrywide Home Loans November 2005 - April 2008
ITOutsourcers January 2002 - November 2005
BroadStream April 2000 - December 2001
Warner Bros. Online October 1998 - April 2000
NovaQuest September 1996 - October 1998
Kamei International February 1990 - September 1996
Skills
Windows Server, Project Management, Leadership, Microsoft Exchange, SQL, SDLC, Disaster Recovery, Active Directory, Business Analysis, Business Intelligence, CCNA, Testing, Virtualization, Microsoft SQL Server, MCT, Certified Novell..., Infrastructure, Management, Integration, Vendor Management
Education
San Diego State University-California State University 1983 — 1989
BS Finance
The Walt Disney Company November 2011 - Present
LPL Financial September 2010 - October 2011
Ticketmaster April 2008 - March 2010
Countrywide Home Loans November 2005 - April 2008
ITOutsourcers January 2002 - November 2005
BroadStream April 2000 - December 2001
Warner Bros. Online October 1998 - April 2000
NovaQuest September 1996 - October 1998
Kamei International February 1990 - September 1996
Skills
Windows Server, Project Management, Leadership, Microsoft Exchange, SQL, SDLC, Disaster Recovery, Active Directory, Business Analysis, Business Intelligence, CCNA, Testing, Virtualization, Microsoft SQL Server, MCT, Certified Novell..., Infrastructure, Management, Integration, Vendor Management
Education
San Diego State University-California State University 1983 — 1989
BS Finance
Phoebe Uribe Phoebe Uribe's LPL Financial Experience June 2015 - Present
Job Compliance Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
LPL Financial August 2013 - June 2015
LPL Financial May 2011 - August 2013
San Diego Mobile Notary January 2008 - January 2011
Wells Fargo June 2007 - July 2008
Wells Fargo November 2000 - June 2007
Skills
Series 7, Series 24, Process Improvement, Banking, Securities, Mortgage Lending, Microsoft Office, Insurance, Finance, Investment Advisory, Risk Management, Microsoft Excel, Customer Service, Outlook, Employee Benefits, Financial Analysis, Life Insurance, Notary Public, Loans, Financial Risk, Long-term Care, PowerPoint, Relationship Management, FINRA
Education
San Diego State University-California State University 1997 — 2002
Bachelor’s Degree, Finance
Madison High 1993 — 1997
High School
LPL Financial June 2015 - Present
LPL Financial August 2013 - June 2015
LPL Financial May 2011 - August 2013
San Diego Mobile Notary January 2008 - January 2011
Wells Fargo June 2007 - July 2008
Wells Fargo November 2000 - June 2007
Skills
Series 7, Series 24, Process Improvement, Banking, Securities, Mortgage Lending, Microsoft Office, Insurance, Finance, Investment Advisory, Risk Management, Microsoft Excel, Customer Service, Outlook, Employee Benefits, Financial Analysis, Life Insurance, Notary Public, Loans, Financial Risk, Long-term Care, PowerPoint, Relationship Management, FINRA
Education
San Diego State University-California State University 1997 — 2002
Bachelor’s Degree, Finance
Madison High 1993 — 1997
High School
John Podesto John Podesto's LPL Financial Experience February 2013 - Present
Job Sr Platform Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2013 - Present
LPL Financial February 2012 - February 2013
LPL Financial Services November 2009 - February 2012
LPL Financial January 2008 - October 2009
LPL Financial: Innovex Mortgage June 2007 - December 2007
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Fixed Annuities, Asset Management, Uniform Combined State..., Wealth Management, Financial Services, 401k, ETFs, 529 Plans, Morningstar, Retirement Planning, Financial Advisory, Series 24, AIF, Series 63, Portfolio Management, Series 6, Securities, FINRA, Asset Allocation, Series 65, Series 66, Annuities, Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Online Marketing
Education
San Diego State University-California State University 2001 — 2006
BS, Finance
Laguna Creek High School 1998 — 2001
LPL Financial February 2013 - Present
LPL Financial February 2012 - February 2013
LPL Financial Services November 2009 - February 2012
LPL Financial January 2008 - October 2009
LPL Financial: Innovex Mortgage June 2007 - December 2007
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Fixed Annuities, Asset Management, Uniform Combined State..., Wealth Management, Financial Services, 401k, ETFs, 529 Plans, Morningstar, Retirement Planning, Financial Advisory, Series 24, AIF, Series 63, Portfolio Management, Series 6, Securities, FINRA, Asset Allocation, Series 65, Series 66, Annuities, Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Online Marketing
Education
San Diego State University-California State University 2001 — 2006
BS, Finance
Laguna Creek High School 1998 — 2001
Ladonna Nunn Ladonna Nunn's LPL Financial Experience 1997 - 1999
Job Shareholders Service Group
Industry Financial Services
Experience
Shareholders Service Group April 2012 - Present
Nunn Family Ranch January 2005 - Present
Brandes Investment Partners October 2008 - March 2012
LPL Financial Services October 1997 - September 2000
LPL Financial 1997 - 1999
Jack White & Co. June 1995 - September 1997
Education
San Diego State University-California State University 1993 — 1995
BA, Communicative Disorders
Shareholders Service Group April 2012 - Present
Nunn Family Ranch January 2005 - Present
Brandes Investment Partners October 2008 - March 2012
LPL Financial Services October 1997 - September 2000
LPL Financial 1997 - 1999
Jack White & Co. June 1995 - September 1997
Education
San Diego State University-California State University 1993 — 1995
BA, Communicative Disorders
Joseph Juma's LPL Financial Experience May 2005 - June 2007
Job Front Office IT at Credit Suisse
Industry Banking
Experience
Credit Suisse November 2014 - Present
Barclays Investment Bank September 2014 - November 2014
T3 Trading Group, LLC May 2012 - August 2014
Credit Suisse November 2007 - April 2012
Credit Suisse January 2007 - November 2007
LPL Financial May 2005 - June 2007
Skills
CDS, Data Analysis, Equity Derivatives, Fixed Income, Derivatives, Equities, Hedge Funds, Options, Bonds, Financial Risk, Trading, Banking, Bloomberg
Education
2005, San Diego State University, Business 2001 — 2005
BSc, Information Systems
San Diego State University-California State University 2001 — 2005
Bachelors of Science, Information Systems
Credit Suisse November 2014 - Present
Barclays Investment Bank September 2014 - November 2014
T3 Trading Group, LLC May 2012 - August 2014
Credit Suisse November 2007 - April 2012
Credit Suisse January 2007 - November 2007
LPL Financial May 2005 - June 2007
Skills
CDS, Data Analysis, Equity Derivatives, Fixed Income, Derivatives, Equities, Hedge Funds, Options, Bonds, Financial Risk, Trading, Banking, Bloomberg
Education
2005, San Diego State University, Business 2001 — 2005
BSc, Information Systems
San Diego State University-California State University 2001 — 2005
Bachelors of Science, Information Systems
Jeff Neidhart Jeff Neidhart's LPL Financial Experience February 2011 - Present
Job Vice President, Controller at LPL Financial
Industry Accounting
Experience
LPL Financial February 2011 - Present
LPL Financial Services January 2010 - February 2011
LPL Financial Services June 2008 - January 2011
KPMG Audit September 2001 - June 2008
Skills
Financial Reporting, SEC filings, Auditing, Accounting, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, GAAP, Strategic Financial...
Education
San Diego State University-California State University 1998 — 2001
Bachelor of Science (BS), Business Administration
LPL Financial February 2011 - Present
LPL Financial Services January 2010 - February 2011
LPL Financial Services June 2008 - January 2011
KPMG Audit September 2001 - June 2008
Skills
Financial Reporting, SEC filings, Auditing, Accounting, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, GAAP, Strategic Financial...
Education
San Diego State University-California State University 1998 — 2001
Bachelor of Science (BS), Business Administration
Edward Badal Edward Badal's LPL Financial Experience September 2010 - February 2012
Job Accounting Manager at Entra Health Systems
Industry Financial Services
Experience
Entra Health Systems June 2015 - Present
Consultant August 2009 - Present
EXUSMED March 2012 - October 2014
LPL Financial September 2010 - February 2012
Goodman:Capone May 2010 - October 2010
Skills
Financial Analysis, Strategic Planning, Microsoft Excel, Data Analysis, Business Strategy, Management, Program Management, CRM, Marketing Strategy, Business Planning, Leadership, Sales, Finance, Market Research, Budgets, Microsoft Office, Negotiation
Education
San Diego State University-California State University 2007 — 2010
BS, Business Management
Entra Health Systems June 2015 - Present
Consultant August 2009 - Present
EXUSMED March 2012 - October 2014
LPL Financial September 2010 - February 2012
Goodman:Capone May 2010 - October 2010
Skills
Financial Analysis, Strategic Planning, Microsoft Excel, Data Analysis, Business Strategy, Management, Program Management, CRM, Marketing Strategy, Business Planning, Leadership, Sales, Finance, Market Research, Budgets, Microsoft Office, Negotiation
Education
San Diego State University-California State University 2007 — 2010
BS, Business Management
Kevin Carlin Kevin Carlin's LPL Financial Experience March 2012 - Present
Job Senior Trader at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2012 - Present
LPL Financial September 2009 - August 2011
INTERNATIONA L FINANCIAL & INSURANCE SERVICES, INC January 2009 - May 2009
FASTENAL, industrial and construction distributor June 2007 - May 2008
Skills
Fixed Annuities, Microsoft Office
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
LPL Financial March 2012 - Present
LPL Financial September 2009 - August 2011
INTERNATIONA L FINANCIAL & INSURANCE SERVICES, INC January 2009 - May 2009
FASTENAL, industrial and construction distributor June 2007 - May 2008
Skills
Fixed Annuities, Microsoft Office
Education
San Diego State University-California State University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jarod Kilefner Jarod Kilefner's LPL Financial Experience April 2013 - June 2015
Job Registered Investment Adviser and member of NASD
Industry Financial Services
Experience
RIA July 2015 - Present
LPL Financial April 2013 - June 2015
Pavia Financial Services Inc April 2011 - March 2013
Biogen Idec January 2011 - March 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Research, Strategic Planning, Data Analysis
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Business Administration (BBA), Finance and Financial Management Services
RIA July 2015 - Present
LPL Financial April 2013 - June 2015
Pavia Financial Services Inc April 2011 - March 2013
Biogen Idec January 2011 - March 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Research, Strategic Planning, Data Analysis
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Jonathan Saul's LPL Financial Experience June 2013 - Present
Job Manager/Mutual Fund Trading at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
LPL Financial January 2010 - May 2013
LPL Financial January 2008 - December 2009
LPL Financial October 2005 - May 2006
Skills
Series 7, series 66, Retirement Planning, Wealth Management, Mutual Funds, Series 24, FINRA, Securities, Investment Advisory, Alternative Investments, Financial Services, Financial Analysis, Series 63, Asset Allocation
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Science (B.S.), Corporate Finance
LPL Financial June 2013 - Present
LPL Financial January 2010 - May 2013
LPL Financial January 2008 - December 2009
LPL Financial October 2005 - May 2006
Skills
Series 7, series 66, Retirement Planning, Wealth Management, Mutual Funds, Series 24, FINRA, Securities, Investment Advisory, Alternative Investments, Financial Services, Financial Analysis, Series 63, Asset Allocation
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Science (B.S.), Corporate Finance
Kristen Tadokoro's LPL Financial Experience October 2014 - Present
Job Manager, Advisory Operations at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
LPL Financial March 2012 - October 2014
LPL Financial December 2009 - February 2012
LPL Financial March 2007 - December 2009
LPL Financial July 2005 - March 2007
Douglas Emmett March 2001 - August 2004
Lowe Enterprises November 1999 - March 2001
Education
San Diego State University-California State University 2004 — 2006
MBA
University of California, Los Angeles 1994 — 1998
BA, Psychology
LPL Financial October 2014 - Present
LPL Financial March 2012 - October 2014
LPL Financial December 2009 - February 2012
LPL Financial March 2007 - December 2009
LPL Financial July 2005 - March 2007
Douglas Emmett March 2001 - August 2004
Lowe Enterprises November 1999 - March 2001
Education
San Diego State University-California State University 2004 — 2006
MBA
University of California, Los Angeles 1994 — 1998
BA, Psychology
Leck Intharath's LPL Financial Experience February 2013 - Present
Job Learning and Technology Specialist
Industry Information Technology and Services
Experience
LPL Financial February 2013 - Present
National University January 2009 - Present
National University February 2011 - February 2013
San Diego State University August 2005 - June 2008
GreenPoint Mortgage June 2004 - May 2005
Skills
Technical Support, Help Desk Support, Higher Education, Teaching, Research, Curriculum Development, Curriculum Design, Instructional Design, Training, E-Learning, Qualitative Research, Adult Education, Microsoft Office, Distance Learning, University Teaching, Program Development, Student Affairs, Editing, Interviews, PowerPoint, Classroom Instruction, Social Media, Student Services, Online Training, Personal Training, Training Skills, Social Sciences, Sociology, Instructor-led Training, Email
Education
San Diego State University-California State University 2005 — 2008
MA, Sociology
University of California, Santa Barbara 2000 — 2004
BA, Asian American Studies
LPL Financial February 2013 - Present
National University January 2009 - Present
National University February 2011 - February 2013
San Diego State University August 2005 - June 2008
GreenPoint Mortgage June 2004 - May 2005
Skills
Technical Support, Help Desk Support, Higher Education, Teaching, Research, Curriculum Development, Curriculum Design, Instructional Design, Training, E-Learning, Qualitative Research, Adult Education, Microsoft Office, Distance Learning, University Teaching, Program Development, Student Affairs, Editing, Interviews, PowerPoint, Classroom Instruction, Social Media, Student Services, Online Training, Personal Training, Training Skills, Social Sciences, Sociology, Instructor-led Training, Email
Education
San Diego State University-California State University 2005 — 2008
MA, Sociology
University of California, Santa Barbara 2000 — 2004
BA, Asian American Studies
Nikki Peverini's LPL Financial Experience November 2002 - July 2014
Job Assistant Vice President, Finance at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2002 - July 2014
PricewaterhouseCoopers September 1998 - November 2002
Skills
Business Process..., Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Project Management, SEC filings, GAAP, Business Analysis, Accounts Receivable, Accounting, US GAAP, Internal Controls, CPA, Sarbanes-Oxley, Strategic Financial...
Education
San Diego State University-California State University 1994 — 1998
B.S Business Administration, Accounting
LPL Financial November 2002 - July 2014
PricewaterhouseCoopers September 1998 - November 2002
Skills
Business Process..., Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Project Management, SEC filings, GAAP, Business Analysis, Accounts Receivable, Accounting, US GAAP, Internal Controls, CPA, Sarbanes-Oxley, Strategic Financial...
Education
San Diego State University-California State University 1994 — 1998
B.S Business Administration, Accounting
Pini Refaely's LPL Financial Experience December 2010 - Present
Job Direct Business Operations eBTR
Industry Financial Services
Experience
LPL Financial December 2010 - Present
Education
San Diego State University-California State University 2001 — 2005
LPL Financial December 2010 - Present
Education
San Diego State University-California State University 2001 — 2005
Shanon Neubrand's LPL Financial Experience November 2007 - November 2013
Job Accounting Operations Recruiting Manager for Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting November 2014 - Present
LPL Financial November 2007 - November 2013
American Specialty Health 2005 - 2007
Valeant Pharmaceuticals 2004 - 2006
Premier Practice Management 1996 - 2000
Skills
Financial Analysis, Finance, Financial Reporting, Financial Modeling, Process Improvement, Forecasting, Management, Accounting, Sarbanes-Oxley Act, Financial Planning
Education
San Diego State University-California State University 1992 — 1994
Masters, Public Health
University of Iowa 1988 — 1992
Bachlors, BA
Robert Half Finance & Accounting November 2014 - Present
LPL Financial November 2007 - November 2013
American Specialty Health 2005 - 2007
Valeant Pharmaceuticals 2004 - 2006
Premier Practice Management 1996 - 2000
Skills
Financial Analysis, Finance, Financial Reporting, Financial Modeling, Process Improvement, Forecasting, Management, Accounting, Sarbanes-Oxley Act, Financial Planning
Education
San Diego State University-California State University 1992 — 1994
Masters, Public Health
University of Iowa 1988 — 1992
Bachlors, BA
Matt Herr's LPL Financial Experience July 2008 - December 2009
Job Advisor, FP&A at CareFusion
Industry Medical Devices
Experience
CareFusion April 2014 - Present
Websense January 2010 - April 2014
LPL Financial July 2008 - December 2009
Goal Financial June 2005 - July 2008
Chakarian and Associates December 2004 - June 2005
Riverplace Capital Management April 2003 - December 2004
Education
San Diego State University-California State University 1998 — 2002
BS, Finance
CareFusion April 2014 - Present
Websense January 2010 - April 2014
LPL Financial July 2008 - December 2009
Goal Financial June 2005 - July 2008
Chakarian and Associates December 2004 - June 2005
Riverplace Capital Management April 2003 - December 2004
Education
San Diego State University-California State University 1998 — 2002
BS, Finance
Justin Quillen's LPL Financial Experience May 2015 - Present
Job Assistant Vice President of Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2015 - Present
LPL Financial January 2013 - April 2015
LPL Financial September 2009 - January 2013
LPL Financial 2006 - 2008
Skills
FINRA, Uniform Combined State..., Series 24, Series 63, Securities, Series 7, Series 65, Portfolio Management, 401k, Equities, Investment Advisory, Financial Services, Wealth Management
Education
San Diego State University-California State University 2001 — 2006
BS, Finance
San Diego State University-California State University 2001 — 2006
Bachelor of Arts (B.A.), English
LPL Financial May 2015 - Present
LPL Financial January 2013 - April 2015
LPL Financial September 2009 - January 2013
LPL Financial 2006 - 2008
Skills
FINRA, Uniform Combined State..., Series 24, Series 63, Securities, Series 7, Series 65, Portfolio Management, 401k, Equities, Investment Advisory, Financial Services, Wealth Management
Education
San Diego State University-California State University 2001 — 2006
BS, Finance
San Diego State University-California State University 2001 — 2006
Bachelor of Arts (B.A.), English
Jackson Petry's LPL Financial Experience March 2011 - Present
Job Asssistant Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2011 - Present
LPL Financial January 2006 - Present
LPL Financial January 2006 - Present
LPL Financial Services November 2007 - March 2010
Skills
Series 7, Call Centers, Process Improvement, Customer Service, Troubleshooting, Outlook, Customer Satisfaction, Disaster Recovery, Team Leadership, Microsoft Excel, Access, Management, Microsoft Office
Education
San Diego State University-California State University 1999 — 2005
Bachelor of Science, International Economics
San Diego State University-California State University
Bachelor's degree in International Economics, International Economics
LPL Financial March 2011 - Present
LPL Financial January 2006 - Present
LPL Financial January 2006 - Present
LPL Financial Services November 2007 - March 2010
Skills
Series 7, Call Centers, Process Improvement, Customer Service, Troubleshooting, Outlook, Customer Satisfaction, Disaster Recovery, Team Leadership, Microsoft Excel, Access, Management, Microsoft Office
Education
San Diego State University-California State University 1999 — 2005
Bachelor of Science, International Economics
San Diego State University-California State University
Bachelor's degree in International Economics, International Economics
Le's Carrington's LPL Financial Experience August 2008 - December 2010
Job Vice President Internal Sales Manager at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
Altegris Investments September 2013 - November 2014
LPL Financial Services January 2010 - September 2013
LPL Financial August 2008 - December 2010
LPL Financial August 2007 - August 2008
LPL Financial August 2004 - August 2007
LPL Financial January 2000 - August 2004
Scudder Investments September 1999 - January 2000
Skills
Sales Management, Series 24, Series 7, Series 65, Asset Allocation, Investment Advisory, Variable Annuities, Securities, Fixed Annuities, Investments, ETFs, Salesforce.com, Series 3, Series 63, Mutual Funds, Management, Leadership, Coaching, Process Improvement, Customer Service, Sales, Relationship Management, Sales Strategy, Investment Products
Education
San Diego State University-California State University 2003 — 2007
Bachelor's degree, Economics
San Diego State University-California State University
Bachelor's degree, Economics
AIG March 2015 - Present
Altegris Investments September 2013 - November 2014
LPL Financial Services January 2010 - September 2013
LPL Financial August 2008 - December 2010
LPL Financial August 2007 - August 2008
LPL Financial August 2004 - August 2007
LPL Financial January 2000 - August 2004
Scudder Investments September 1999 - January 2000
Skills
Sales Management, Series 24, Series 7, Series 65, Asset Allocation, Investment Advisory, Variable Annuities, Securities, Fixed Annuities, Investments, ETFs, Salesforce.com, Series 3, Series 63, Mutual Funds, Management, Leadership, Coaching, Process Improvement, Customer Service, Sales, Relationship Management, Sales Strategy, Investment Products
Education
San Diego State University-California State University 2003 — 2007
Bachelor's degree, Economics
San Diego State University-California State University
Bachelor's degree, Economics
Steven Hamaguchi, CRPC®, AIF®'s LPL Financial Experience July 2012 - Present
Job VP Advisory & Brokerage Consulting at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2012 - Present
LPL Financial March 2010 - July 2012
LPL Financial Services October 2006 - March 2010
Skills
Mutual Funds, 401k, Retirement, FINRA, Uniform Combined State..., Financial Advisory, Wealth Management, Fixed Annuities, Financial Planners, ETFs, Securities, Financial Services, Qualified Retirement..., Life Insurance, Insurance, Portfolio Management, Estate Planning, Fixed Income, Wealth Accumulation, Alternative Investments, 401k Rollovers, Retirement Planning, Series 65, Investment Management, Variable Annuities, Investment Strategies, Strategic Financial..., Employee Benefits, Relationship Management, Series 7, Series 24, Investments, Asset Allocation, Wealth, Investment Advisory, Wealth Management..., Series 63, Asset Management, Separately Managed..., Equities, Bonds, Risk Management
Education
San Diego State University-California State University 1990 — 1995
B.S.
LPL Financial July 2012 - Present
LPL Financial March 2010 - July 2012
LPL Financial Services October 2006 - March 2010
Skills
Mutual Funds, 401k, Retirement, FINRA, Uniform Combined State..., Financial Advisory, Wealth Management, Fixed Annuities, Financial Planners, ETFs, Securities, Financial Services, Qualified Retirement..., Life Insurance, Insurance, Portfolio Management, Estate Planning, Fixed Income, Wealth Accumulation, Alternative Investments, 401k Rollovers, Retirement Planning, Series 65, Investment Management, Variable Annuities, Investment Strategies, Strategic Financial..., Employee Benefits, Relationship Management, Series 7, Series 24, Investments, Asset Allocation, Wealth, Investment Advisory, Wealth Management..., Series 63, Asset Management, Separately Managed..., Equities, Bonds, Risk Management
Education
San Diego State University-California State University 1990 — 1995
B.S.
Gary Deeds's LPL Financial Experience July 2007 - September 2007
Job Project Manager at IMS Health
Industry Information Technology and Services
Experience
IMS Health October 2013 - Present
Intelliquote May 2008 - October 2013
LPL Financial July 2007 - September 2007
Hewlett Packard July 2006 - September 2006
Health Net July 2004 - July 2006
DST Innovis June 2001 - March 2004
The Money Store July 1995 - April 2001
sunrise bank September 1993 - June 1994
river city bank 1991 - 1993
security pacific housing services 1988 - 1991
Skills
Certified Project..., Business Analysis, Project Implementation, Project Planning, Project Portfolio..., Online Marketing, Quality Assurance, MS Project, Agile Project Management, Data Modeling, Business Process..., Visio, PowerPoint, Presentation Development, Group Presentations, Training Delivery, Process Mapping, Data Mapping, Workflow Analysis, Workflow Design, Vendor Management, Vendor Relations, Functional Management, Systems Analysis, System Testing, Project Execution, Project Delivery, Risk Management, Change Management, Procurement, Cost Management, Earned Value Management, Client Relationship..., Resource Allocation, E-commerce SEO, CRO, Display Advertising, Digital Marketing, Radio Advertising, Email Marketing, Mobile Marketing, Project Management, SDLC, SharePoint, Resource Management, Call Centers
Education
University of San Francisco 2004 — 2005
M.A., Management
San Diego State University-California State University 1986 — 1988
B.S., Radio/TV
IMS Health October 2013 - Present
Intelliquote May 2008 - October 2013
LPL Financial July 2007 - September 2007
Hewlett Packard July 2006 - September 2006
Health Net July 2004 - July 2006
DST Innovis June 2001 - March 2004
The Money Store July 1995 - April 2001
sunrise bank September 1993 - June 1994
river city bank 1991 - 1993
security pacific housing services 1988 - 1991
Skills
Certified Project..., Business Analysis, Project Implementation, Project Planning, Project Portfolio..., Online Marketing, Quality Assurance, MS Project, Agile Project Management, Data Modeling, Business Process..., Visio, PowerPoint, Presentation Development, Group Presentations, Training Delivery, Process Mapping, Data Mapping, Workflow Analysis, Workflow Design, Vendor Management, Vendor Relations, Functional Management, Systems Analysis, System Testing, Project Execution, Project Delivery, Risk Management, Change Management, Procurement, Cost Management, Earned Value Management, Client Relationship..., Resource Allocation, E-commerce SEO, CRO, Display Advertising, Digital Marketing, Radio Advertising, Email Marketing, Mobile Marketing, Project Management, SDLC, SharePoint, Resource Management, Call Centers
Education
University of San Francisco 2004 — 2005
M.A., Management
San Diego State University-California State University 1986 — 1988
B.S., Radio/TV
Lauri Sutor's LPL Financial Experience August 2010 - November 2010
Job Accounting Specialist IVAP at Dexcom
Industry Pharmaceuticals
Experience
Dexcom June 2015 - Present
Celladon Corporation November 2014 - May 2015
Cadence Pharmaceuticals November 2010 - September 2014
LPL Financial August 2010 - November 2010
Medimpact July 2008 - August 2010
Sony Ericsson 2007 - 2008
Intuit 2002 - 2005
Peregrine Systems 1998 - 2002
Skills
Biotechnology
Education
San Diego State University-California State University 1993 — 1995
BS, Criminal Justice Administration
Dexcom June 2015 - Present
Celladon Corporation November 2014 - May 2015
Cadence Pharmaceuticals November 2010 - September 2014
LPL Financial August 2010 - November 2010
Medimpact July 2008 - August 2010
Sony Ericsson 2007 - 2008
Intuit 2002 - 2005
Peregrine Systems 1998 - 2002
Skills
Biotechnology
Education
San Diego State University-California State University 1993 — 1995
BS, Criminal Justice Administration
Eric Arciniega's LPL Financial Experience September 2006 - Present
Job Director, BSA/AML Due Diligence Operations at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2014 - Present
LPL Financial September 2006 - Present
LPL Financial July 2007 - December 2009
LPL Financial September 2006 - June 2007
Wells Fargo Financial 2005 - 2005
Skills
AML, OFAC, Financial Risk, Anti Money Laundering, Due Diligence, Internal Audit, Series 7, CIP, Anti-fraud, Finance, KYC, Bank Secrecy Act, Securities, Credit, USA PATRIOT Act, Series 24, Fraud, Financial Services, CAMS
Education
San Diego State University-California State University 1999 — 2004
Business
First Republic Bank December 2014 - Present
LPL Financial September 2006 - Present
LPL Financial July 2007 - December 2009
LPL Financial September 2006 - June 2007
Wells Fargo Financial 2005 - 2005
Skills
AML, OFAC, Financial Risk, Anti Money Laundering, Due Diligence, Internal Audit, Series 7, CIP, Anti-fraud, Finance, KYC, Bank Secrecy Act, Securities, Credit, USA PATRIOT Act, Series 24, Fraud, Financial Services, CAMS
Education
San Diego State University-California State University 1999 — 2004
Business
James Wessel's LPL Financial Experience April 2008 - December 2014
Job Client Benefit Analyst at Arthur J. Gallagher & Co.
Industry Financial Services
Experience
Arthur J. Gallagher & Co. January 2015 - Present
LPL Financial April 2008 - December 2014
Accredited Home Lenders August 2004 - March 2009
Skills
Mortgage Lending, Strategic Financial..., Loans, Financial Analysis, Banking, Finance, Microsoft Office, Customer Service, Phone Etiquette, Financial Advisory, Portfolio Management, Rebalancing, Asset Allocation, Asset Management
Education
San Diego State University-California State University 2003 — 2008
Bachelor of Science (BS), Financial Planning and Services
Arthur J. Gallagher & Co. January 2015 - Present
LPL Financial April 2008 - December 2014
Accredited Home Lenders August 2004 - March 2009
Skills
Mortgage Lending, Strategic Financial..., Loans, Financial Analysis, Banking, Finance, Microsoft Office, Customer Service, Phone Etiquette, Financial Advisory, Portfolio Management, Rebalancing, Asset Allocation, Asset Management
Education
San Diego State University-California State University 2003 — 2008
Bachelor of Science (BS), Financial Planning and Services
Harry Franz's LPL Financial Experience 2010 - June 2011
Job Program Manager at RainTree Oncology Services
Industry Information Technology and Services
Experience
RainTree Oncology Services April 2012 - December 2014
Opera Solutions June 2011 - April 2012
LPL Financial 2010 - June 2011
Cardinal Health June 2007 - May 2009
Neudesic 2006 - 2007
College Loan Corporation 2003 - 2006
LIghtspan Inc 1995 - 2002
Skills
Business Intelligence, MS Project, PMP, Strategy, Project Management, PMO, Leadership, Testing, Software Project..., Integration, Training, Requirements Analysis, SQL, Team Leadership, Management, Program Management, SDLC, Governance, Agile Methodologies, Strategic Planning, Project Delivery, Software Development
Education
San Diego State University-California State University
University of California, San Diego
RainTree Oncology Services April 2012 - December 2014
Opera Solutions June 2011 - April 2012
LPL Financial 2010 - June 2011
Cardinal Health June 2007 - May 2009
Neudesic 2006 - 2007
College Loan Corporation 2003 - 2006
LIghtspan Inc 1995 - 2002
Skills
Business Intelligence, MS Project, PMP, Strategy, Project Management, PMO, Leadership, Testing, Software Project..., Integration, Training, Requirements Analysis, SQL, Team Leadership, Management, Program Management, SDLC, Governance, Agile Methodologies, Strategic Planning, Project Delivery, Software Development
Education
San Diego State University-California State University
University of California, San Diego
Eduardo Ciuffo's LPL Financial Experience May 2013 - March 2014
Job Research Associate at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network April 2014 - Present
LPL Financial May 2013 - March 2014
LPL Financial January 2012 - May 2013
LPL Financial March 2010 - May 2012
Selman Breitman, LLP January 2006 - April 2010
Lake Mission Viejo Association June 2005 - September 2007
Lake Mission Viejo June 2006 - September 2006
Skills
Management
Education
San Diego State University-California State University 2010 — 2012
MBA, Finance
San Diego State University
Bachelor of Science, Business Administration 2009; Finance
Commonwealth Financial Network April 2014 - Present
LPL Financial May 2013 - March 2014
LPL Financial January 2012 - May 2013
LPL Financial March 2010 - May 2012
Selman Breitman, LLP January 2006 - April 2010
Lake Mission Viejo Association June 2005 - September 2007
Lake Mission Viejo June 2006 - September 2006
Skills
Management
Education
San Diego State University-California State University 2010 — 2012
MBA, Finance
San Diego State University
Bachelor of Science, Business Administration 2009; Finance
Rhiannon McCallister's LPL Financial Experience December 2009 - Present
Job Branch Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2009 - Present
LPL Financial Services July 2004 - December 2009
Education
San Diego State University-California State University 2006 — 2008
BS, Financial Services
LPL Financial December 2009 - Present
LPL Financial Services July 2004 - December 2009
Education
San Diego State University-California State University 2006 — 2008
BS, Financial Services
Lindsay Baker's LPL Financial Experience August 2006 - February 2007
Job Senior Manager, Sales Operations at Splunk
Industry Computer Software
Experience
Splunk April 2013 - Present
Splunk August 2011 - April 2013
Splunk August 2009 - August 2011
Redwood Trust July 2007 - December 2008
LPL Financial August 2006 - February 2007
Skills
Salesforce.com, Forecasting, Financial Analysis, Analytics, SaaS, Business Development, Business Analysis, Product Management, Competitive Analysis, Team Leadership, Market Research, Sales Operations, Product Marketing, Business Strategy, Strategic Planning, Business Intelligence, Sales Management, E-commerce, Enterprise Software, CRM, Vendor Management, Cloud Computing, Lead Generation, Solution Selling, Strategy, Account Management, Channel Partners, Sales Process, Leadership, Direct Sales, Go-to-market Strategy, Start-ups, Professional Services, Sales, Big Data, Entrepreneurship, Business Planning, Analysis, Customer Experience, Demand Generation, Strategic Partnerships, Cross-functional Team..., Software Industry, Business Alliances, Pre-sales, Partner Management, Selling, Sales Presentations, Complex Sales, Sales Enablement
Education
San Diego State University-California State University 2002 — 2006
Bachelor or Science, Business Administration: Finance
Splunk April 2013 - Present
Splunk August 2011 - April 2013
Splunk August 2009 - August 2011
Redwood Trust July 2007 - December 2008
LPL Financial August 2006 - February 2007
Skills
Salesforce.com, Forecasting, Financial Analysis, Analytics, SaaS, Business Development, Business Analysis, Product Management, Competitive Analysis, Team Leadership, Market Research, Sales Operations, Product Marketing, Business Strategy, Strategic Planning, Business Intelligence, Sales Management, E-commerce, Enterprise Software, CRM, Vendor Management, Cloud Computing, Lead Generation, Solution Selling, Strategy, Account Management, Channel Partners, Sales Process, Leadership, Direct Sales, Go-to-market Strategy, Start-ups, Professional Services, Sales, Big Data, Entrepreneurship, Business Planning, Analysis, Customer Experience, Demand Generation, Strategic Partnerships, Cross-functional Team..., Software Industry, Business Alliances, Pre-sales, Partner Management, Selling, Sales Presentations, Complex Sales, Sales Enablement
Education
San Diego State University-California State University 2002 — 2006
Bachelor or Science, Business Administration: Finance
F Javier Gudino's LPL Financial Experience September 2011 - December 2013
Job Manager, Data Platform Engineering, Database Development at Sony Network Entertainment Int'l (SNEI)
Industry Information Technology and Services
Experience
Sony Network Entertainment Int'l (SNEI) September 2014 - Present
Gudino Professional Technology Services January 2014 - Present
LPL Financial September 2011 - December 2013
Kforce Inc April 2009 - September 2011
San Diego State University January 2000 - April 2009
24 Hour Fitness January 1998 - January 2000
Oracle Corporation June 1995 - June 1998
SAIC June 1989 - June 1995
Skills
Web Applications, Database Administration, Integration, Web Application Design, Team Management, SQL, Software Development, Databases, Agile Methodologies, Microsoft SQL Server, Unix, Web Development, Programming, Business Intelligence, Oracle, SharePoint, Scrum, Program Management, Business Analysis, Project Management, Software Project..., Database Design, Requirements Analysis, Software Engineering, Solution Architecture, Enterprise Software, Business Process, E-commerce, ETL, Enterprise Architecture
Education
San Diego State University-California State University 1985 — 1989
BS, Computer Science
Sony Network Entertainment Int'l (SNEI) September 2014 - Present
Gudino Professional Technology Services January 2014 - Present
LPL Financial September 2011 - December 2013
Kforce Inc April 2009 - September 2011
San Diego State University January 2000 - April 2009
24 Hour Fitness January 1998 - January 2000
Oracle Corporation June 1995 - June 1998
SAIC June 1989 - June 1995
Skills
Web Applications, Database Administration, Integration, Web Application Design, Team Management, SQL, Software Development, Databases, Agile Methodologies, Microsoft SQL Server, Unix, Web Development, Programming, Business Intelligence, Oracle, SharePoint, Scrum, Program Management, Business Analysis, Project Management, Software Project..., Database Design, Requirements Analysis, Software Engineering, Solution Architecture, Enterprise Software, Business Process, E-commerce, ETL, Enterprise Architecture
Education
San Diego State University-California State University 1985 — 1989
BS, Computer Science
Jeff Pelton's LPL Financial Experience May 2013 - August 2013
Job Senior Auditor at Realty Income Corporation
Industry Accounting
Experience
Realty Income Corporation April 2015 - Present
NuVasive November 2014 - January 2015
Telstra September 2013 - June 2014
LPL Financial May 2013 - August 2013
CareFusion September 2011 - March 2013
KPMG Audit January 2010 - July 2011
Education
San Diego State University-California State University 2007 — 2009
BA/ BS, Accounting
Realty Income Corporation April 2015 - Present
NuVasive November 2014 - January 2015
Telstra September 2013 - June 2014
LPL Financial May 2013 - August 2013
CareFusion September 2011 - March 2013
KPMG Audit January 2010 - July 2011
Education
San Diego State University-California State University 2007 — 2009
BA/ BS, Accounting
Richard Crancer's LPL Financial Experience January 2013 - Present
Job Peer Coach at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2013 - Present
LPL Financial January 2011 - January 2013
First Allied Securities January 2007 - January 2011
Skills
Strategic Planning, Spanish, Series 7, Windows, Wealth Management, Series 24, Series 63, Strategic Financial..., Uniform Combined State...
Education
University of San Diego 2005 — 2006
Paralegal Certificate, General Studies
San Diego State University-California State University 1997 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
LPL Financial January 2013 - Present
LPL Financial January 2011 - January 2013
First Allied Securities January 2007 - January 2011
Skills
Strategic Planning, Spanish, Series 7, Windows, Wealth Management, Series 24, Series 63, Strategic Financial..., Uniform Combined State...
Education
University of San Diego 2005 — 2006
Paralegal Certificate, General Studies
San Diego State University-California State University 1997 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
Nahid Habib's LPL Financial Experience 2010 - 2012
Job Accounting Professional
Industry Accounting
Experience
Randstad USA, Ledgent 2012 - 2015
LPL Financial 2010 - 2012
Unitrin Direct Insurance Co 2004 - 2009
Qualcomm 2001 - 2004
Skills
Financial Statements, Accounting, Auditing, Journal Entries, Internal Audit, Tax, Preparation, Statutory Accounting, Expenses, Balance Sheet
Education
San Diego State University-California State University
B.S in Business Administratrion emphasis in Accounting, Accounting
Randstad USA, Ledgent 2012 - 2015
LPL Financial 2010 - 2012
Unitrin Direct Insurance Co 2004 - 2009
Qualcomm 2001 - 2004
Skills
Financial Statements, Accounting, Auditing, Journal Entries, Internal Audit, Tax, Preparation, Statutory Accounting, Expenses, Balance Sheet
Education
San Diego State University-California State University
B.S in Business Administratrion emphasis in Accounting, Accounting
Martine Marcillac's LPL Financial Experience April 2015 - Present
Job Client Onboarding Consultant
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial August 2013 - Present
Mutual of America October 2008 - Present
M & M Design Resources 2007 - 2008
Prudential Financial March 2007 - December 2007
CBIZ MHM, LLC 2006 - 2007
Skills
Series 6, Series 63, Mutual Funds, Insurance, Asset Allocation, Customer Satisfaction, Securities, Investments, Credit, Customer Service, Financial Planners, Outlook, Life Insurance, Risk Management, Sales, Employee Benefits, Microsoft Excel, Access, Strategic Financial..., Process Improvement, Accounting Management, Internal Audit, Payroll, Income Tax
Education
UCSD Extension Studies 2011 — 2012
Certificate, Accounting
San Diego State University-California State University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
LPL Financial April 2015 - Present
LPL Financial August 2013 - Present
Mutual of America October 2008 - Present
M & M Design Resources 2007 - 2008
Prudential Financial March 2007 - December 2007
CBIZ MHM, LLC 2006 - 2007
Skills
Series 6, Series 63, Mutual Funds, Insurance, Asset Allocation, Customer Satisfaction, Securities, Investments, Credit, Customer Service, Financial Planners, Outlook, Life Insurance, Risk Management, Sales, Employee Benefits, Microsoft Excel, Access, Strategic Financial..., Process Improvement, Accounting Management, Internal Audit, Payroll, Income Tax
Education
UCSD Extension Studies 2011 — 2012
Certificate, Accounting
San Diego State University-California State University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Kristina Bagtas's LPL Financial Experience February 2010 - June 2010
Job Chubb Specialty Underwriter at Chubb Group of Insurance Companies
Industry Insurance
Experience
Chubb Insurance September 2014 - Present
Chubb Insurance July 2010 - September 2014
LPL Financial February 2010 - June 2010
The Garrett Group May 2007 - February 2009
The Garrett Group October 2005 - August 2006
Education
San Diego State University-California State University 2006 — 2009
B.S., Business Administration, Financial Services
Chubb Insurance September 2014 - Present
Chubb Insurance July 2010 - September 2014
LPL Financial February 2010 - June 2010
The Garrett Group May 2007 - February 2009
The Garrett Group October 2005 - August 2006
Education
San Diego State University-California State University 2006 — 2009
B.S., Business Administration, Financial Services
Raymond Fischer's LPL Financial Experience March 2014 - Present
Job Investment Transitions Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2014 - Present
Ken Stern & Associates November 2011 - October 2013
Coghlan Financial Group April 2009 - November 2011
Prommis Solutions April 2009 - June 2009
Skills
Series 63, Microsoft Office, Investments, Financial Modeling, Series 7, Morningstar, Financial Analysis, Uniform Combined State..., Microsoft Excel, Series 65, Real Estate Economics, Retirement Planning, Wealth Management, Portfolio Management
Education
San Diego State University-California State University
Bachelors degree, Finance
LPL Financial March 2014 - Present
Ken Stern & Associates November 2011 - October 2013
Coghlan Financial Group April 2009 - November 2011
Prommis Solutions April 2009 - June 2009
Skills
Series 63, Microsoft Office, Investments, Financial Modeling, Series 7, Morningstar, Financial Analysis, Uniform Combined State..., Microsoft Excel, Series 65, Real Estate Economics, Retirement Planning, Wealth Management, Portfolio Management
Education
San Diego State University-California State University
Bachelors degree, Finance
Lina Carroll's LPL Financial Experience September 2006 - October 2008
Job Financial Analyst at Union Bank
Industry Financial Services
Experience
Union Bank April 2011 - Present
Encore Capital Group October 2008 - April 2011
LPL Financial September 2006 - October 2008
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Risk Management, Financial Services, Financial Reporting, Credit, Banking, Investments, Valuation, Mutual Funds, Credit Risk, Commercial Lending, Due Diligence, Process Improvement
Education
San Diego State University-California State University
Economics
Union Bank April 2011 - Present
Encore Capital Group October 2008 - April 2011
LPL Financial September 2006 - October 2008
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Risk Management, Financial Services, Financial Reporting, Credit, Banking, Investments, Valuation, Mutual Funds, Credit Risk, Commercial Lending, Due Diligence, Process Improvement
Education
San Diego State University-California State University
Economics
michael klepper's LPL Financial Experience 2009 - 2012
Job AVP at LPL
Industry Financial Services
Experience
LPL August 2012 - Present
LPL Financial 2009 - 2012
Skills
Series 7, Series 66, Series 24, Series 4, Microsoft Excel, Access, Performance Metrics, FINRA, ACATS, Alternative Investments, Uniform Combined State..., Mutual Funds, Wealth Management, Investment Advisory, Securities, Investments, Series 63, Asset Allocation
Education
San Diego State University-California State University 2004 — 2006
Bachelor of Science (BS), Finance, General
LPL August 2012 - Present
LPL Financial 2009 - 2012
Skills
Series 7, Series 66, Series 24, Series 4, Microsoft Excel, Access, Performance Metrics, FINRA, ACATS, Alternative Investments, Uniform Combined State..., Mutual Funds, Wealth Management, Investment Advisory, Securities, Investments, Series 63, Asset Allocation
Education
San Diego State University-California State University 2004 — 2006
Bachelor of Science (BS), Finance, General
Esperanza Chapa's LPL Financial Experience October 2007 - December 2009
Job Financial Services Professional
Industry Financial Services
Experience
Metlang January 2011 - Present
LPL Financial October 2007 - December 2009
Independent Capital Management February 2007 - October 2007
Beneficial Finance May 2006 - October 2006
Education
San Diego State University-California State University 2002 — 2005
BA, International Business
Metlang January 2011 - Present
LPL Financial October 2007 - December 2009
Independent Capital Management February 2007 - October 2007
Beneficial Finance May 2006 - October 2006
Education
San Diego State University-California State University 2002 — 2005
BA, International Business
Duy Ho's LPL Financial Experience June 2013 - August 2013
Job Commercial Banking Credit Portfolio Manager at US Bank
Industry Banking
Experience
U.S. Bank April 2015 - Present
U.S. Bank September 2013 - April 2015
LPL Financial June 2013 - August 2013
SDSU Research Foundation March 2012 - December 2012
San Diego State University - Finance Department September 2010 - December 2012
Sacombank-SBS March 2010 - July 2010
International Finance Insurance Service May 2009 - November 2009
Skills
Microsoft Office, Vietnamese, Chinese, Financial Modeling, Valuation, Financial Analysis, Bloomberg, XLMiner, SQL, Research, Finance, TPX, WRDS, Compustat, SPSS, Bloomberg Terminal, Financial Statement..., DCF, SAS, Data Analysis, Equity Valuation, Microsoft Excel
Education
San Diego State University-California State University 2010 — 2012
MSBA, Finance, 3.73
San Diego State University-California State University 2007 — 2009
Bachelor of Science (BS), Finance, 3.6
U.S. Bank April 2015 - Present
U.S. Bank September 2013 - April 2015
LPL Financial June 2013 - August 2013
SDSU Research Foundation March 2012 - December 2012
San Diego State University - Finance Department September 2010 - December 2012
Sacombank-SBS March 2010 - July 2010
International Finance Insurance Service May 2009 - November 2009
Skills
Microsoft Office, Vietnamese, Chinese, Financial Modeling, Valuation, Financial Analysis, Bloomberg, XLMiner, SQL, Research, Finance, TPX, WRDS, Compustat, SPSS, Bloomberg Terminal, Financial Statement..., DCF, SAS, Data Analysis, Equity Valuation, Microsoft Excel
Education
San Diego State University-California State University 2010 — 2012
MSBA, Finance, 3.73
San Diego State University-California State University 2007 — 2009
Bachelor of Science (BS), Finance, 3.6
Nickie Constant-Patsiouras's LPL Financial Experience January 2007 - Present
Job Sr. Case Manager (Life Insurance) at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2007 - Present
LPL Financial January 2006 - Present
Matrix Direct April 2001 - August 2006
Inspire Solutions August 2000 - April 2001
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Portfolio Management, Securities, Retirement, Series 63, Investment Advisory, Asset Management, Equities, Financial Analysis, Asset Allocation
Education
San Diego Mesa College 1980 — 1985
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Public Administration
LPL Financial January 2007 - Present
LPL Financial January 2006 - Present
Matrix Direct April 2001 - August 2006
Inspire Solutions August 2000 - April 2001
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Portfolio Management, Securities, Retirement, Series 63, Investment Advisory, Asset Management, Equities, Financial Analysis, Asset Allocation
Education
San Diego Mesa College 1980 — 1985
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Public Administration
Jaimie Lieu's LPL Financial Experience March 2012 - May 2012
Job Premium Audit Administrator
Industry Financial Services
Experience
ICW Group October 2013 - Present
JPMorgan Chase May 2012 - October 2013
SDSU Research Foundation, DUI Program August 2011 - December 2012
LPL Financial March 2012 - May 2012
San Diego State University September 2008 - May 2011
Skills
Time Management, Software Documentation, Microsoft Office, Public Speaking, Finance, Teamwork, Process Scheduler, Loans, Student Financial Aid, New Hire Orientations, Event Planning, PowerPoint, Microsoft Excel, Outlook, Data Entry, Microsoft Word, Access, SPSS, Customer Service, Research, Administration
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Business Administration-Finance
ICW Group October 2013 - Present
JPMorgan Chase May 2012 - October 2013
SDSU Research Foundation, DUI Program August 2011 - December 2012
LPL Financial March 2012 - May 2012
San Diego State University September 2008 - May 2011
Skills
Time Management, Software Documentation, Microsoft Office, Public Speaking, Finance, Teamwork, Process Scheduler, Loans, Student Financial Aid, New Hire Orientations, Event Planning, PowerPoint, Microsoft Excel, Outlook, Data Entry, Microsoft Word, Access, SPSS, Customer Service, Research, Administration
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Business Administration-Finance
FRANCESCA AQUINO's LPL Financial Experience March 2013 - May 2014
Job Operations Specialist at Independent Financial Group
Industry Financial Services
Experience
Independent Financial Group May 2014 - Present
LPL Financial March 2013 - May 2014
LPL Financial December 2012 - March 2013
Cricket Communications August 2012 - September 2012
Monroe Clark Middle School January 2011 - March 2012
San Diego State University August 2010 - December 2010
Limelight Public Relations, Inc. May 2010 - August 2010
KB Books July 2008 - May 2010
Skills
English, French,..., Analysis, Editing, Microsoft Office, Public Relations, Microsoft Excel, Statistics, Databases, English, PowerPoint, Microsoft Word, Public Speaking, Social Media, Customer Service, Tutoring
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Arts, Economics
Independent Financial Group May 2014 - Present
LPL Financial March 2013 - May 2014
LPL Financial December 2012 - March 2013
Cricket Communications August 2012 - September 2012
Monroe Clark Middle School January 2011 - March 2012
San Diego State University August 2010 - December 2010
Limelight Public Relations, Inc. May 2010 - August 2010
KB Books July 2008 - May 2010
Skills
English, French,..., Analysis, Editing, Microsoft Office, Public Relations, Microsoft Excel, Statistics, Databases, English, PowerPoint, Microsoft Word, Public Speaking, Social Media, Customer Service, Tutoring
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Arts, Economics
Kristin Casillas's LPL Financial Experience May 2011 - May 2012
Job Customer Service Assistant at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust May 2014 - Present
Bexil American Mortgage Inc. January 2013 - September 2013
U.S. Bank May 2012 - December 2012
LPL Financial May 2011 - May 2012
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loans, Underwriting, Loan Origination, Residential Mortgages, Mortgage Underwriting, Credit, USDA, Credit Analysis, Banking, Risk Management, VA loans, Loan Servicing
Education
San Diego State University-California State University
California Bank & Trust May 2014 - Present
Bexil American Mortgage Inc. January 2013 - September 2013
U.S. Bank May 2012 - December 2012
LPL Financial May 2011 - May 2012
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loans, Underwriting, Loan Origination, Residential Mortgages, Mortgage Underwriting, Credit, USDA, Credit Analysis, Banking, Risk Management, VA loans, Loan Servicing
Education
San Diego State University-California State University
Dushanka (Urosevic) Klacar, CPA's LPL Financial Experience June 2011 - November 2013
Job Lead, Internal Audit, FICO
Industry Computer Software
Experience
FICO December 2013 - Present
LPL Financial June 2011 - November 2013
Cricket Communications March 2010 - June 2011
CBIZ MHM, LLC September 2006 - September 2009
Skills
Internal Audit, Auditing, Sarbanes-Oxley, Accounting, General Ledger, US GAAP, Financial Reporting, Internal Controls, Financial Audits, Account Reconciliation, Finance
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science, Accounting
FICO December 2013 - Present
LPL Financial June 2011 - November 2013
Cricket Communications March 2010 - June 2011
CBIZ MHM, LLC September 2006 - September 2009
Skills
Internal Audit, Auditing, Sarbanes-Oxley, Accounting, General Ledger, US GAAP, Financial Reporting, Internal Controls, Financial Audits, Account Reconciliation, Finance
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science, Accounting
Nicholas Davison's LPL Financial Experience August 2013 - March 2014
Job Accounting Analyst at HealthFusion Inc.
Industry Financial Services
Experience
HealthFusion Inc. July 2014 - Present
LPL Financial August 2013 - March 2014
IN N OUT VALET August 2011 - July 2013
Rosetta Stone April 2010 - August 2010
Skills
Financial Analysis, Finance, Accounting, Corporate Finance, Economics, Sales
Education
San Diego State University-California State University 2011 — 2013
Bachelor's Degree, Business Finance
HealthFusion Inc. July 2014 - Present
LPL Financial August 2013 - March 2014
IN N OUT VALET August 2011 - July 2013
Rosetta Stone April 2010 - August 2010
Skills
Financial Analysis, Finance, Accounting, Corporate Finance, Economics, Sales
Education
San Diego State University-California State University 2011 — 2013
Bachelor's Degree, Business Finance
Eric Hansen's LPL Financial Experience January 2010 - May 2011
Job National Planning Corporation at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) May 2011 - Present
LPL Financial January 2010 - May 2011
First Allied Securities October 2008 - January 2010
LPL Financial November 2007 - September 2008
Commonwealth Financial July 2006 - July 2007
Skills
Sales, Strategic Planning, Business Development, Project Management, Asset Management, Marketing, Leadership, Retirement Planning, Sales Management, Microsoft Excel
Education
San Diego State University-California State University 2003 — 2006
Bachelor's Degree, Finance and Financial Management Services
Los Gatos Highschool 1997 — 2001
High School
National Planning Corporation (NPC) May 2011 - Present
LPL Financial January 2010 - May 2011
First Allied Securities October 2008 - January 2010
LPL Financial November 2007 - September 2008
Commonwealth Financial July 2006 - July 2007
Skills
Sales, Strategic Planning, Business Development, Project Management, Asset Management, Marketing, Leadership, Retirement Planning, Sales Management, Microsoft Excel
Education
San Diego State University-California State University 2003 — 2006
Bachelor's Degree, Finance and Financial Management Services
Los Gatos Highschool 1997 — 2001
High School
Jason Selzer's LPL Financial Experience June 2015 - Present
Job Internal Consulting Associate at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
LPL Financial June 2013 - Present
LPL Financial March 2012 - Present
LPL Financial February 2011 - Present
Skills
Regulatory Compliance, Securities Regulation, General Securities..., General Securities..., Securities License, Variable Annuities, Fixed Annuities, Indexed Annuities, Annuity Sales
Education
San Diego State University-California State University 2003 — 2008
Bachelor of Science (BS), International Relations and Affairs
LPL Financial June 2015 - Present
LPL Financial June 2013 - Present
LPL Financial March 2012 - Present
LPL Financial February 2011 - Present
Skills
Regulatory Compliance, Securities Regulation, General Securities..., General Securities..., Securities License, Variable Annuities, Fixed Annuities, Indexed Annuities, Annuity Sales
Education
San Diego State University-California State University 2003 — 2008
Bachelor of Science (BS), International Relations and Affairs
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.