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
LPL Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at LPL Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
LPL Financial Salaries. You can even request information on how much does LPL Financial pay if you want to. Learn about salaries, pros and cons of working for LPL Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
3,941 LPL Financial employees in database. Find out everything there's to know about LPL Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
LPL Financial Employees
Employee
Years
Job
Industry
Frank Chiu Frank Chiu's LPL Financial Experience June 2010 - June 2011
Job Cofounder & CEO at Lending Alpha
Industry Information Technology and Services
Experience
Lending Alpha February 2014 - Present
TTOS GLOBAL, LLC March 2013 - Present
American Honda Motor Company, Inc. December 2013 - March 2015
Red Bull North America June 2011 - December 2013
LPL Financial June 2010 - June 2011
Undergraduate Investment Society, UC San Diego September 2005 - June 2011
LPL Financial February 2008 - May 2010
LPL Financial October 2006 - January 2008
Skills
FinTech, Quantitative Investing, Entrepreneurship, Data Analysis, Leadership, Access, Process Improvement, Mobile Technology, Project Management, Management, Databases, Business Analysis, Integration, ERP, Risk Management, SDLC, Networking, SAP, Microsoft Excel, Financial Analysis, Requirements Analysis, SQL, Visio, VBA, Microsoft Office, Finance, SharePoint, Business Objects, Marketing, Statistics, Financial Modeling, Sales, Negotiation, Financial Services, HTML, JavaScript, Mobile Applications, Reporting & Analysis, IT Business Strategy, Microsoft .NET, Customer Relations, Quantitative Risk..., Predictive Modeling, High Net Worth..., Executive Reporting, Marketing Strategy, Information Security, Business Intelligence, Web Architecture, Start-ups
Education
University of California, San Diego 2002 — 2006
Bachelor of Science (B.S.), Management Science
Woodrow Wilson HS 1998 — 2002
Valedictorian, Class of 2002, A+
Lending Alpha February 2014 - Present
TTOS GLOBAL, LLC March 2013 - Present
American Honda Motor Company, Inc. December 2013 - March 2015
Red Bull North America June 2011 - December 2013
LPL Financial June 2010 - June 2011
Undergraduate Investment Society, UC San Diego September 2005 - June 2011
LPL Financial February 2008 - May 2010
LPL Financial October 2006 - January 2008
Skills
FinTech, Quantitative Investing, Entrepreneurship, Data Analysis, Leadership, Access, Process Improvement, Mobile Technology, Project Management, Management, Databases, Business Analysis, Integration, ERP, Risk Management, SDLC, Networking, SAP, Microsoft Excel, Financial Analysis, Requirements Analysis, SQL, Visio, VBA, Microsoft Office, Finance, SharePoint, Business Objects, Marketing, Statistics, Financial Modeling, Sales, Negotiation, Financial Services, HTML, JavaScript, Mobile Applications, Reporting & Analysis, IT Business Strategy, Microsoft .NET, Customer Relations, Quantitative Risk..., Predictive Modeling, High Net Worth..., Executive Reporting, Marketing Strategy, Information Security, Business Intelligence, Web Architecture, Start-ups
Education
University of California, San Diego 2002 — 2006
Bachelor of Science (B.S.), Management Science
Woodrow Wilson HS 1998 — 2002
Valedictorian, Class of 2002, A+
Jay Soomal Jay Soomal's LPL Financial Experience December 2010 - January 2011
Job Senior Loan Processor at Global Equity Finance Inc.
Industry Financial Services
Experience
Global Equity Finance NMLS ID #13116 March 2015 - Present
Global Equity Finance Inc. December 2014 - March 2015
e5 Solutions Group August 2014 - October 2014
Sutter Community Bank April 2013 - August 2013
MedImpact July 2012 - February 2013
Union Bank June 2011 - April 2012
LPL Financial December 2010 - January 2011
Bank of America May 2010 - December 2010
Cbeyond August 2009 - October 2009
First Investors Corporation April 2009 - July 2009
Skills
Accounts Receivable, Financial Analysis, Microsoft Excel, Accounting, Management, Training, Sales, Auditing, Customer Service, Customer Satisfaction, Teamwork, Leadership, Time Management, Marketing, Public Speaking, PowerPoint, Organizational..., Operational Efficiency, Business Loans, Credit Analysis, Problem Solving, Pivot Tables, V Lookups, Data Analysis, Marketing Strategy
Education
University of Colorado at Denver 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, San Diego 2011 — 2012
Certificate, Accounting
University of California, San Diego 2004 — 2009
BS/BA, Biology / Economics
Global Equity Finance NMLS ID #13116 March 2015 - Present
Global Equity Finance Inc. December 2014 - March 2015
e5 Solutions Group August 2014 - October 2014
Sutter Community Bank April 2013 - August 2013
MedImpact July 2012 - February 2013
Union Bank June 2011 - April 2012
LPL Financial December 2010 - January 2011
Bank of America May 2010 - December 2010
Cbeyond August 2009 - October 2009
First Investors Corporation April 2009 - July 2009
Skills
Accounts Receivable, Financial Analysis, Microsoft Excel, Accounting, Management, Training, Sales, Auditing, Customer Service, Customer Satisfaction, Teamwork, Leadership, Time Management, Marketing, Public Speaking, PowerPoint, Organizational..., Operational Efficiency, Business Loans, Credit Analysis, Problem Solving, Pivot Tables, V Lookups, Data Analysis, Marketing Strategy
Education
University of Colorado at Denver 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, San Diego 2011 — 2012
Certificate, Accounting
University of California, San Diego 2004 — 2009
BS/BA, Biology / Economics
Dana Webster Dana Webster's LPL Financial Experience March 2014 - May 2014
Job Project Engineer Intern at DPR Construction
Industry Renewables & Environment
Experience
DPR Construction April 2015 - Present
Taiyo Yuden May 2014 - October 2014
Solana Energy May 2014 - October 2014
LPL Financial March 2014 - May 2014
Zolio Inc March 2014 - May 2014
Cambridge Consulting - CAMCON June 2013 - September 2013
Skills
Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Teamwork, Public Speaking, Time Management, Event Planning, Team Leadership, Social Media, Access, Facebook, Customer Service, Data Analysis, Fundraising, Event Management, Social Networking, Analysis, Outlook, Critical Thinking
Education
UCSD 2011 — 2015
Bachelor's Degree, Management Science, GPA 3.5
DPR Construction April 2015 - Present
Taiyo Yuden May 2014 - October 2014
Solana Energy May 2014 - October 2014
LPL Financial March 2014 - May 2014
Zolio Inc March 2014 - May 2014
Cambridge Consulting - CAMCON June 2013 - September 2013
Skills
Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Teamwork, Public Speaking, Time Management, Event Planning, Team Leadership, Social Media, Access, Facebook, Customer Service, Data Analysis, Fundraising, Event Management, Social Networking, Analysis, Outlook, Critical Thinking
Education
UCSD 2011 — 2015
Bachelor's Degree, Management Science, GPA 3.5
Ajay Patel Ajay Patel's LPL Financial Experience November 2011 - February 2012
Job Sales Engineer at Websoft Developers (SaaS)
Industry Computer Software
Experience
Websoft Developers January 2015 - Present
Regency Inn February 2013 - February 2015
Ashford University February 2012 - February 2013
LPL Financial November 2011 - February 2012
Housing Authority of the City of San Buenaventura February 2010 - March 2011
Skills
Finance, Customer Service, Sales, Accounting, Leadership, Financial Analysis, Variance Analysis, Data Analysis, Account Reconciliation, CRM, Technology, Data Transformation, Crystal Reports, MapGuide, GIS, Corporate Finance, Invoicing
Education
University of California, Santa Barbara 2005 — 2011
Bachelor of Arts (B.A.), Business Economics With an Emphasis in Accounting
Websoft Developers January 2015 - Present
Regency Inn February 2013 - February 2015
Ashford University February 2012 - February 2013
LPL Financial November 2011 - February 2012
Housing Authority of the City of San Buenaventura February 2010 - March 2011
Skills
Finance, Customer Service, Sales, Accounting, Leadership, Financial Analysis, Variance Analysis, Data Analysis, Account Reconciliation, CRM, Technology, Data Transformation, Crystal Reports, MapGuide, GIS, Corporate Finance, Invoicing
Education
University of California, Santa Barbara 2005 — 2011
Bachelor of Arts (B.A.), Business Economics With an Emphasis in Accounting
Francine Lai Francine Lai's LPL Financial Experience September 2007 - September 2008
Job Investment Representative at Gerber Kawasaki Wealth and Investment Management
Industry Financial Services
Experience
Gerber Kawasaki Wealth & Investment Management May 2009 - Present
Friction Entertainment San Diego October 2006 - February 2009
LPL Financial September 2007 - September 2008
Education
University of California, San Diego 2004 — 2008
Bachelors, International Economics
University of California, San Diego 2004 — 2008
Bachelor's degree, International Economics
Gerber Kawasaki Wealth & Investment Management May 2009 - Present
Friction Entertainment San Diego October 2006 - February 2009
LPL Financial September 2007 - September 2008
Education
University of California, San Diego 2004 — 2008
Bachelors, International Economics
University of California, San Diego 2004 — 2008
Bachelor's degree, International Economics
Dave Edquilang Dave Edquilang's LPL Financial Experience June 2006 - October 2011
Job
Industry Computer Software
Experience
Exponently January 2014 - Present
Inforward January 2012 - February 2014
Provide Commerce October 2011 - January 2012
LPL Financial June 2006 - October 2011
Cox Communications October 2004 - June 2006
Revenue Solutions, Inc. September 2001 - June 2002
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA
University of California, Santa Cruz 1997 — 2001
BS, Information Systems Management
Exponently January 2014 - Present
Inforward January 2012 - February 2014
Provide Commerce October 2011 - January 2012
LPL Financial June 2006 - October 2011
Cox Communications October 2004 - June 2006
Revenue Solutions, Inc. September 2001 - June 2002
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA
University of California, Santa Cruz 1997 — 2001
BS, Information Systems Management
Ryan Wickman, AIF®'s LPL Financial Experience January 2014 - Present
Job AVP Internal Consulting Desk Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial September 2013 - January 2014
LPL Financial November 2012 - September 2013
LPL Financial January 2011 - September 2013
LPL Financial November 2007 - January 2011
A.G. Edwards March 2005 - November 2007
Skills
Mutual Funds, Annuities, ETFs, Hedge Funds, Private Equity, Financial Advisory, Negotiating Fees, Tactical Asset..., Wealth Management, Investment Advisory, Uniform Combined State..., Retirement Planning, Asset Allocation, Fixed Annuities, Alternative Investments, Securities
Education
University of California, San Diego 2002 — 2006
Bachelor's, Management Science
LPL Financial January 2014 - Present
LPL Financial September 2013 - January 2014
LPL Financial November 2012 - September 2013
LPL Financial January 2011 - September 2013
LPL Financial November 2007 - January 2011
A.G. Edwards March 2005 - November 2007
Skills
Mutual Funds, Annuities, ETFs, Hedge Funds, Private Equity, Financial Advisory, Negotiating Fees, Tactical Asset..., Wealth Management, Investment Advisory, Uniform Combined State..., Retirement Planning, Asset Allocation, Fixed Annuities, Alternative Investments, Securities
Education
University of California, San Diego 2002 — 2006
Bachelor's, Management Science
Kevin G. Baird Kevin G. Baird's LPL Financial Experience 1999 - 2011
Job President Baird Wealth Strategy Group LLC
Industry Investment Management
Experience
Baird Wealth Strategy Group 1989 - Present
LPL Financial 1999 - 2011
American Express Financial Advisors 1989 - 1999
Skills
Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Allocation, Income Tax Reduction..., Estate Tax Reduction..., Retirement Income..., Charitable Gift Planning, Estate Planning, Financial Planners, Wealth Management..., Financial Services, Securities
Education
FI360 2012 — 2012
Accredited Investment Fiduciary® AIF®, Investment Fiduciary Training & Responsibilities
American Academy of Certified Estate Planners 2011 — 2011
AACEP Certified Estate Planner, Advanced Estate & Tax Planning Techniques
University of California, Santa Barbara
Bachelor of Science (B.S.)
Baird Wealth Strategy Group 1989 - Present
LPL Financial 1999 - 2011
American Express Financial Advisors 1989 - 1999
Skills
Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Allocation, Income Tax Reduction..., Estate Tax Reduction..., Retirement Income..., Charitable Gift Planning, Estate Planning, Financial Planners, Wealth Management..., Financial Services, Securities
Education
FI360 2012 — 2012
Accredited Investment Fiduciary® AIF®, Investment Fiduciary Training & Responsibilities
American Academy of Certified Estate Planners 2011 — 2011
AACEP Certified Estate Planner, Advanced Estate & Tax Planning Techniques
University of California, Santa Barbara
Bachelor of Science (B.S.)
Julius Ravelo Julius Ravelo's LPL Financial Experience September 2013 - Present
Job Trader and Product Specialist
Industry Financial Services
Experience
LPL Financial September 2013 - Present
LPL Financial March 2012 - September 2013
LPL Financial July 2010 - March 2012
LPL Financial February 2008 - July 2010
Five Point Capital January 2007 - May 2007
Washington Mutual Bank May 2005 - December 2006
Education
University of California, San Diego 2002 — 2006
Bachelor of Science, Management Science (Economics)
LPL Financial September 2013 - Present
LPL Financial March 2012 - September 2013
LPL Financial July 2010 - March 2012
LPL Financial February 2008 - July 2010
Five Point Capital January 2007 - May 2007
Washington Mutual Bank May 2005 - December 2006
Education
University of California, San Diego 2002 — 2006
Bachelor of Science, Management Science (Economics)
Ray Tabaldo Ray Tabaldo's LPL Financial Experience May 2013 - Present
Job Case Manager at LPL Financial
Industry Insurance
Experience
LPL Financial May 2013 - Present
CBIZ Life Insurance Solutions, Inc. June 2010 - February 2013
CBIZ Special Risk Insurance Services, Inc. December 2008 - June 2010
UCSD Psychology Department Cognitive Neuroscience Lab April 2005 - June 2008
Skills
Outlook, Insurance, Data Entry, Life Insurance, Customer Service, Psychology, Neuroscience, Policy, Payroll, Microsoft Excel, PowerPoint, Microsoft Word, New Business Development, Sales, Software Documentation, Case Managment, Microsoft Office, Interviews, Employee Benefits, Accounts Payable, Office Management, Budgets, Management, Account Management, Team Building, Event Planning, Training, Research, Time Management, Underwriting, Negotiation, Social Media, Software, Organizational..., Strategic Planning, Administrative..., Coordination, Human Resources, Spreadsheets, Employee Relations, Marketing Communications, Financial Services, Strategic Financial..., Customer Satisfaction, Case Management, Process Improvement, Term Life Insurance
Education
University of California, San Diego 2003 — 2008
BA, Psychology
LPL Financial May 2013 - Present
CBIZ Life Insurance Solutions, Inc. June 2010 - February 2013
CBIZ Special Risk Insurance Services, Inc. December 2008 - June 2010
UCSD Psychology Department Cognitive Neuroscience Lab April 2005 - June 2008
Skills
Outlook, Insurance, Data Entry, Life Insurance, Customer Service, Psychology, Neuroscience, Policy, Payroll, Microsoft Excel, PowerPoint, Microsoft Word, New Business Development, Sales, Software Documentation, Case Managment, Microsoft Office, Interviews, Employee Benefits, Accounts Payable, Office Management, Budgets, Management, Account Management, Team Building, Event Planning, Training, Research, Time Management, Underwriting, Negotiation, Social Media, Software, Organizational..., Strategic Planning, Administrative..., Coordination, Human Resources, Spreadsheets, Employee Relations, Marketing Communications, Financial Services, Strategic Financial..., Customer Satisfaction, Case Management, Process Improvement, Term Life Insurance
Education
University of California, San Diego 2003 — 2008
BA, Psychology
Jen Michna Jen Michna's LPL Financial Experience December 2012 - Present
Job
Industry
Experience
LPL Financial December 2012 - Present
Skills
Research, Public Speaking, PowerPoint, Editing, Customer Service, Teaching, Community Outreach, Nonprofits, Strategic Planning, Data Analysis
Education
UC Santa Barbara
BA, Sociology
University of California, San Diego
Bachelor's Degree
LPL Financial December 2012 - Present
Skills
Research, Public Speaking, PowerPoint, Editing, Customer Service, Teaching, Community Outreach, Nonprofits, Strategic Planning, Data Analysis
Education
UC Santa Barbara
BA, Sociology
University of California, San Diego
Bachelor's Degree
Alex Issa Alex Issa's LPL Financial Experience July 2014 - August 2014
Job Catastrophe & Data Analyst at Atlas General Insurance Services
Industry Financial Services
Experience
Atlas General Insurance Services August 2014 - Present
LPL Financial July 2014 - August 2014
ICW Group May 2010 - May 2014
Skills
Insurance, Reinsurance, Risk Management, Analysis, Property & Casualty..., Underwriting, Microsoft Office, Microsoft SQL Server, XML, AIR Classic, Microsoft Excel, RiskBrowser, Data Analysis, Actuarial Science, Access, SQL, Visual Basic, MySQL, Eclipse, RiskLink, Database Administration, Database Design, Database Security, System Administration, Quality Assurance, Business Analysis, Internal Compliance, System Automation, SAS, Risk Quantification &..., Worldcat Enterprises, SoapUI, FirstBest Underwriting..., Leadership, Process Improvement, VBA, Software Development
Education
UC San Diego 2003 — 2008
Bachelor of Arts (BA), Applied Mathematics
UC San Diego 2003 — 2008
Bachelor of Arts (BA), Economics
Antioch High School
Atlas General Insurance Services August 2014 - Present
LPL Financial July 2014 - August 2014
ICW Group May 2010 - May 2014
Skills
Insurance, Reinsurance, Risk Management, Analysis, Property & Casualty..., Underwriting, Microsoft Office, Microsoft SQL Server, XML, AIR Classic, Microsoft Excel, RiskBrowser, Data Analysis, Actuarial Science, Access, SQL, Visual Basic, MySQL, Eclipse, RiskLink, Database Administration, Database Design, Database Security, System Administration, Quality Assurance, Business Analysis, Internal Compliance, System Automation, SAS, Risk Quantification &..., Worldcat Enterprises, SoapUI, FirstBest Underwriting..., Leadership, Process Improvement, VBA, Software Development
Education
UC San Diego 2003 — 2008
Bachelor of Arts (BA), Applied Mathematics
UC San Diego 2003 — 2008
Bachelor of Arts (BA), Economics
Antioch High School
Brian D. Kim, CFA Brian D. Kim, CFA's LPL Financial Experience October 2013 - March 2015
Job Product Manager, Wealth Management at First Allied Securities, Inc.
Industry Financial Services
Experience
First Allied Securities, Inc. April 2015 - Present
LPL Financial October 2013 - March 2015
LPL Financial January 2012 - September 2013
TD Ameritrade September 2010 - December 2011
Skills
Series 7, Investments, Equities, Mutual Funds, Series 63, Portfolio Management, Microsoft Excel
Education
University of California, San Diego 2004 — 2009
B.A., Economics
University of California, San Diego
Minor, Biology
First Allied Securities, Inc. April 2015 - Present
LPL Financial October 2013 - March 2015
LPL Financial January 2012 - September 2013
TD Ameritrade September 2010 - December 2011
Skills
Series 7, Investments, Equities, Mutual Funds, Series 63, Portfolio Management, Microsoft Excel
Education
University of California, San Diego 2004 — 2009
B.A., Economics
University of California, San Diego
Minor, Biology
Connie Lin Connie Lin's LPL Financial Experience June 2012 - Present
Job Project Coordinator at LPL Financial
Industry Management Consulting
Experience
LPL Financial June 2012 - Present
Sanrio, Inc. December 2011 - January 2013
Swarovski September 2011 - January 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Chinese, Mandarin, Market Research, Microsoft Word, Analysis, Business Management, Marketing Strategy, Teamwork, Graphic Design, Portfolio Performance..., Project Management, Research, Adobe Creative Suite, Management, Event Planning, Data Analysis
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (BA), Economics
LPL Financial June 2012 - Present
Sanrio, Inc. December 2011 - January 2013
Swarovski September 2011 - January 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Chinese, Mandarin, Market Research, Microsoft Word, Analysis, Business Management, Marketing Strategy, Teamwork, Graphic Design, Portfolio Performance..., Project Management, Research, Adobe Creative Suite, Management, Event Planning, Data Analysis
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (BA), Economics
Nathan Ma Nathan Ma's LPL Financial Experience February 2012 - August 2012
Job Senior SEM Analyst at YP
Industry Marketing and Advertising
Experience
YP September 2014 - Present
Mindstream Interactive March 2013 - September 2014
InsideUp September 2012 - March 2013
LPL Financial February 2012 - August 2012
Sally Ride Science - EarthKAM March 2011 - December 2011
Northrop Grumman Information Systems June 2011 - September 2011
UC San Diego September 2010 - December 2010
Christian Ed Warehouse June 2010 - September 2010
Skills
Adobe Creative Suite, Adobe LiveCycle Designer, Photoshop, Illustrator, Microsoft Office, iWeb, PowerPoint, Excel, Access, Sage CRM, Dreamweaver, Microsoft Excel, SEM, SEO, PPC, Social Media, HTML, Advertising, Online Advertising, Online Marketing, Google Analytics, Google Adwords
Education
University of California, San Diego 2007 — 2011
Bachelor of Arts, Cognitive Science
Henry M. Gunn
YP September 2014 - Present
Mindstream Interactive March 2013 - September 2014
InsideUp September 2012 - March 2013
LPL Financial February 2012 - August 2012
Sally Ride Science - EarthKAM March 2011 - December 2011
Northrop Grumman Information Systems June 2011 - September 2011
UC San Diego September 2010 - December 2010
Christian Ed Warehouse June 2010 - September 2010
Skills
Adobe Creative Suite, Adobe LiveCycle Designer, Photoshop, Illustrator, Microsoft Office, iWeb, PowerPoint, Excel, Access, Sage CRM, Dreamweaver, Microsoft Excel, SEM, SEO, PPC, Social Media, HTML, Advertising, Online Advertising, Online Marketing, Google Analytics, Google Adwords
Education
University of California, San Diego 2007 — 2011
Bachelor of Arts, Cognitive Science
Henry M. Gunn
Paul Zaino Paul Zaino's LPL Financial Experience June 2012 - April 2013
Job Interaction Design & User Research at Mitchell International
Industry Design
Experience
Mitchell International April 2013 - Present
LPL Financial June 2012 - April 2013
UC San Diego January 2011 - May 2012
Skills
Ethnography, Design Research, User Experience, User Experience Design, User Experience Testing, Wireframes, Persona Creation, Survey Administration, Human Computer..., Usability, Interaction Design, User Interface Design
Education
University of California, San Diego 2007 — 2011
BS, Cognitive Science Specializing in Human Computer Interaction
Mitchell International April 2013 - Present
LPL Financial June 2012 - April 2013
UC San Diego January 2011 - May 2012
Skills
Ethnography, Design Research, User Experience, User Experience Design, User Experience Testing, Wireframes, Persona Creation, Survey Administration, Human Computer..., Usability, Interaction Design, User Interface Design
Education
University of California, San Diego 2007 — 2011
BS, Cognitive Science Specializing in Human Computer Interaction
Andrew Graybehl Andrew Graybehl's LPL Financial Experience December 2007 - January 2009
Job Senior IT Procurement Specialist
Industry Pharmaceuticals
Experience
PAREXEL International September 2015 - Present
SunGard Financial Systems July 2013 - September 2015
AdapTech Corp January 2011 - February 2013
Project Resources Inc March 2010 - January 2011
LPL Financial December 2007 - January 2009
Skills
Strategic Financial..., Project Management, Contract Management, Contract Negotiation, Management, Budgets, Procurement, Team Building, Microsoft Excel, Risk Management, Financial Modeling, Project Finance, Financial Analysis, Financial Forecasting, Economics
Education
University of California, San Diego
BA, Economics
PAREXEL International September 2015 - Present
SunGard Financial Systems July 2013 - September 2015
AdapTech Corp January 2011 - February 2013
Project Resources Inc March 2010 - January 2011
LPL Financial December 2007 - January 2009
Skills
Strategic Financial..., Project Management, Contract Management, Contract Negotiation, Management, Budgets, Procurement, Team Building, Microsoft Excel, Risk Management, Financial Modeling, Project Finance, Financial Analysis, Financial Forecasting, Economics
Education
University of California, San Diego
BA, Economics
Cameron Cummings Cameron Cummings's LPL Financial Experience July 2014 - Present
Job Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
LPL Financial August 2010 - July 2014
LPL Financial September 2006 - August 2010
Warner Bros. Entertainment Group of Companies January 2005 - September 2006
Skills
Access, Excel, Word, Oracle, Agency Works, SAP, Business Objects, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Excel, Insurance, Finance, Financial Modeling, Microsoft Word, Accounting, Business Analysis, Analysis, Budgets, Management, Account Reconciliation
Education
University of California, Santa Barbara
BA, Business Economics
Torrey Pines High School
LPL Financial July 2014 - Present
LPL Financial August 2010 - July 2014
LPL Financial September 2006 - August 2010
Warner Bros. Entertainment Group of Companies January 2005 - September 2006
Skills
Access, Excel, Word, Oracle, Agency Works, SAP, Business Objects, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Excel, Insurance, Finance, Financial Modeling, Microsoft Word, Accounting, Business Analysis, Analysis, Budgets, Management, Account Reconciliation
Education
University of California, Santa Barbara
BA, Business Economics
Torrey Pines High School
Dennis Dai Dennis Dai's LPL Financial Experience October 2010 - January 2011
Job Financial Services & Technology Startup
Industry Financial Services
Experience
Caviar, Inc. April 2015 - Present
Sprig: Dine on Demand May 2014 - April 2015
Stifel Financial Corp. March 2014 - August 2014
Classified Productions April 2013 - August 2014
Independent Financial Group September 2012 - January 2014
KSDT - UC San Diego 2012 - 2013
Independent Financial Group LLC January 2012 - September 2012
LPL Financial October 2010 - January 2011
TD Ameritrade June 2007 - January 2009
Self-Employed September 2005 - May 2007
Skills
Social Media, Recording, Music Production, Microsoft Office, Music, Negotiation, Music Industry, DJ, Team Building, Audio Mastering, Audio Engineering, Networking, Management, Presentations, Mastering, Public Relations, Marketing, Radio, Radio Broadcasting, Radio Host, Radio Producing, Radio Programming, Data Analysis, Leadership, Facebook, Microsoft Excel, Research, Editing, Social Media Marketing, Event Planning, Entertainment, Public Speaking, PowerPoint, Event Management, Microsoft Word, Investments, Blogging, Social Networking, Outlook, Entrepreneurship, Creative Writing, iMovie, WordPress, Press Releases, Spanish, Online Marketing, Video Editing, OS X, YouTube, Financial Analysis
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics, Music Minor
Clements High School 2001 — 2005
Caviar, Inc. April 2015 - Present
Sprig: Dine on Demand May 2014 - April 2015
Stifel Financial Corp. March 2014 - August 2014
Classified Productions April 2013 - August 2014
Independent Financial Group September 2012 - January 2014
KSDT - UC San Diego 2012 - 2013
Independent Financial Group LLC January 2012 - September 2012
LPL Financial October 2010 - January 2011
TD Ameritrade June 2007 - January 2009
Self-Employed September 2005 - May 2007
Skills
Social Media, Recording, Music Production, Microsoft Office, Music, Negotiation, Music Industry, DJ, Team Building, Audio Mastering, Audio Engineering, Networking, Management, Presentations, Mastering, Public Relations, Marketing, Radio, Radio Broadcasting, Radio Host, Radio Producing, Radio Programming, Data Analysis, Leadership, Facebook, Microsoft Excel, Research, Editing, Social Media Marketing, Event Planning, Entertainment, Public Speaking, PowerPoint, Event Management, Microsoft Word, Investments, Blogging, Social Networking, Outlook, Entrepreneurship, Creative Writing, iMovie, WordPress, Press Releases, Spanish, Online Marketing, Video Editing, OS X, YouTube, Financial Analysis
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics, Music Minor
Clements High School 2001 — 2005
Ken Gibbs Ken Gibbs's LPL Financial Experience 2007 - 2012
Job Applications Analyst Programmer III at Harris Teeter
Industry Retail
Experience
Harris Teeter March 2012 - Present
LPL Financial 2007 - 2012
Skills
IIS, VB.NET, JSON, AJAX, Ubuntu, Visual Studio, PHP, VBA, HTML, HTML 5, CSS3, SSIS, AIX, Korn Shell (KSH), Advanced CSS, Putty, Control M, SCCM, Java, JavaScript, jQuery, Objective-C, Active Directory, SEO, SEF, Joomla, Tomcat, Apache, PGP, OpenSSL, Encryption, Microsoft Office, phpBB, Siebel, Service Desk Express, Virtualization, Postini, Photoshop, Oracle PL/SQL..., SQL, MySQL, Linux, Unix, Windows Server, Torque, Powershell, MVC Architecture, Agile Methodologies, Software Implementation, Visual Source Safe
Education
UCSD 2005 — 2009
Bachelor of Science (BS), Computer Science
Harris Teeter March 2012 - Present
LPL Financial 2007 - 2012
Skills
IIS, VB.NET, JSON, AJAX, Ubuntu, Visual Studio, PHP, VBA, HTML, HTML 5, CSS3, SSIS, AIX, Korn Shell (KSH), Advanced CSS, Putty, Control M, SCCM, Java, JavaScript, jQuery, Objective-C, Active Directory, SEO, SEF, Joomla, Tomcat, Apache, PGP, OpenSSL, Encryption, Microsoft Office, phpBB, Siebel, Service Desk Express, Virtualization, Postini, Photoshop, Oracle PL/SQL..., SQL, MySQL, Linux, Unix, Windows Server, Torque, Powershell, MVC Architecture, Agile Methodologies, Software Implementation, Visual Source Safe
Education
UCSD 2005 — 2009
Bachelor of Science (BS), Computer Science
Harshil Kanakia's LPL Financial Experience March 2012 - August 2012
Job Manager, Administrative & Financial Services
Industry Government Administration
Experience
County of San Mateo August 2013 - Present
Self Employed July 2013 - Present
San Diego Workforce Partnership August 2012 - July 2013
LPL Financial March 2012 - August 2012
Munch On Me August 2011 - March 2012
Merrill Lynch September 2010 - August 2011
Skills
Portfolio Management, Equity Research, Financial Analysis, Accounting, Microsoft Office, Google Docs, SQL, Corporate Finance, Investments, Bloomberg Terminal, Derivatives, Bonds, Salesforce.com, Equities, Auditing, Securities, Public Financial..., Fundware, Sage, F9, Hyperion, Thomson One, SFDC, ERP/CRM, Google Analytics, Ad Hoc Reporting, DTC, ILX/BETA, Portia, Siebel, Microbank, MIP, Citrix, Leadership, Budgets, Finance, Valuation, Entrepreneurship, Financial Modeling, Management, Strategic Financial..., Economics, Bloomberg, Analysis, Data Analysis, Financial Reporting, Private Equity, Asset Management, Asset Allocation, Financial Advisory
Education
University of California, San Diego 2010 — 2011
Bachelors, Economics, Management Science, Finance, Accounting
County of San Mateo August 2013 - Present
Self Employed July 2013 - Present
San Diego Workforce Partnership August 2012 - July 2013
LPL Financial March 2012 - August 2012
Munch On Me August 2011 - March 2012
Merrill Lynch September 2010 - August 2011
Skills
Portfolio Management, Equity Research, Financial Analysis, Accounting, Microsoft Office, Google Docs, SQL, Corporate Finance, Investments, Bloomberg Terminal, Derivatives, Bonds, Salesforce.com, Equities, Auditing, Securities, Public Financial..., Fundware, Sage, F9, Hyperion, Thomson One, SFDC, ERP/CRM, Google Analytics, Ad Hoc Reporting, DTC, ILX/BETA, Portia, Siebel, Microbank, MIP, Citrix, Leadership, Budgets, Finance, Valuation, Entrepreneurship, Financial Modeling, Management, Strategic Financial..., Economics, Bloomberg, Analysis, Data Analysis, Financial Reporting, Private Equity, Asset Management, Asset Allocation, Financial Advisory
Education
University of California, San Diego 2010 — 2011
Bachelors, Economics, Management Science, Finance, Accounting
Todd Crevoiserat Todd Crevoiserat's LPL Financial Experience September 2014 - Present
Job Senior Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2014 - Present
LPL Financial December 2012 - September 2014
LPL Financial via Vendorpass March 2012 - December 2012
ARS National Services June 2008 - March 2012
International Rectifier May 2007 - June 2008
Homecomings Financial November 2003 - May 2007
Vons Co. 1997 - 2003
Hollywood Video January 1996 - January 1997
Skills
Access, Analysis, Visio, Outlook
Education
University of California, San Diego 2000 — 2003
BA, Economics
Mira Costa College 1997 — 2000
AA, University Studies
University of San Diego High School 1993 — 1997
LPL Financial September 2014 - Present
LPL Financial December 2012 - September 2014
LPL Financial via Vendorpass March 2012 - December 2012
ARS National Services June 2008 - March 2012
International Rectifier May 2007 - June 2008
Homecomings Financial November 2003 - May 2007
Vons Co. 1997 - 2003
Hollywood Video January 1996 - January 1997
Skills
Access, Analysis, Visio, Outlook
Education
University of California, San Diego 2000 — 2003
BA, Economics
Mira Costa College 1997 — 2000
AA, University Studies
University of San Diego High School 1993 — 1997
Krystle Baraceros Krystle Baraceros's LPL Financial Experience March 2012 - November 2012
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
University of Hartford May 2013 - May 2014
LPL Financial March 2012 - November 2012
Robbins Geller Rudman & Dowd LLP September 2011 - March 2012
Skills
Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Research, Public Speaking, Financial Analysis, Outlook, Customer Service, Social Media, Access, Leadership, Teamwork
Education
University of Hartford 2013 — 2014
Master of Science in Accounting and Taxation (MSAT), Financial and Assurance Services
University of California, San Diego 2007 — 2011
Bachelor of Arts (BA), Economics, Sociology
PwC September 2014 - Present
University of Hartford May 2013 - May 2014
LPL Financial March 2012 - November 2012
Robbins Geller Rudman & Dowd LLP September 2011 - March 2012
Skills
Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Research, Public Speaking, Financial Analysis, Outlook, Customer Service, Social Media, Access, Leadership, Teamwork
Education
University of Hartford 2013 — 2014
Master of Science in Accounting and Taxation (MSAT), Financial and Assurance Services
University of California, San Diego 2007 — 2011
Bachelor of Arts (BA), Economics, Sociology
Casey Thormahlen's LPL Financial Experience March 2006 - May 2007
Job Analyst
Industry Research
Experience
Green Street Advisors February 2014 - Present
PIMCO July 2011 - February 2014
IBISWorld September 2009 - July 2011
Cars.com September 2008 - September 2009
LPL Financial March 2006 - May 2007
Sares-Regis Group June 2005 - September 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Analysis, Analytics, Forecasting, Data Analysis, Valuation, Economics, Google Adwords, Competitive Analysis, Strategy, Portfolio Management, Investments, Finance, VBA, MSN AdCenter, Business Analysis, Process Improvement, Qualitative Research, Investment Management, Python, R, Economic Research, Market Research, Economic Modeling, Problem Solving, Monetary Economics, Oracle SQL Developer, Bloomberg, SEO, Equity Derivatives, SQL, Economic Forecasting, Industry Research, Options, Econometrics, Fixed Income
Education
University of California, Santa Barbara 2004 — 2008
B.A, Business Economics
Tesoro High School 2002 — 2004
Diploma
Investment Banking Institute
Green Street Advisors February 2014 - Present
PIMCO July 2011 - February 2014
IBISWorld September 2009 - July 2011
Cars.com September 2008 - September 2009
LPL Financial March 2006 - May 2007
Sares-Regis Group June 2005 - September 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Analysis, Analytics, Forecasting, Data Analysis, Valuation, Economics, Google Adwords, Competitive Analysis, Strategy, Portfolio Management, Investments, Finance, VBA, MSN AdCenter, Business Analysis, Process Improvement, Qualitative Research, Investment Management, Python, R, Economic Research, Market Research, Economic Modeling, Problem Solving, Monetary Economics, Oracle SQL Developer, Bloomberg, SEO, Equity Derivatives, SQL, Economic Forecasting, Industry Research, Options, Econometrics, Fixed Income
Education
University of California, Santa Barbara 2004 — 2008
B.A, Business Economics
Tesoro High School 2002 — 2004
Diploma
Investment Banking Institute
Jon Sturgill Jon Sturgill's LPL Financial Experience December 2012 - March 2014
Job Sr Analyst at PETCO Animal Supplies, Inc.
Industry Retail
Experience
PETCO Animal Supplies, Inc. October 2014 - Present
PETCO Animal Supplies, Inc. March 2014 - October 2014
LPL Financial December 2012 - March 2014
SEO Inc. January 2012 - May 2012
Bermel Industries April 2007 - October 2007
Skills
Leadership, Social Media Marketing, Sales, SEO, Microsoft Excel, Contract Negotiation, Financial Reporting, SQL, Marketing, Data Quality Control, Financial Statements, Quality Assurance, Financial Services, Data Analysis, Comparative Market..., Market Basket Analysis, Budget Forecasts, SKU Management, Sales Promotion, Consumer Behaviour, Google Analytics, PPC, Software Quality...
Education
University of California, San Diego 2007 — 2009
Bachelor's, Economics
University of Idaho 1996 — 1998
Electrical Engineering
PETCO Animal Supplies, Inc. October 2014 - Present
PETCO Animal Supplies, Inc. March 2014 - October 2014
LPL Financial December 2012 - March 2014
SEO Inc. January 2012 - May 2012
Bermel Industries April 2007 - October 2007
Skills
Leadership, Social Media Marketing, Sales, SEO, Microsoft Excel, Contract Negotiation, Financial Reporting, SQL, Marketing, Data Quality Control, Financial Statements, Quality Assurance, Financial Services, Data Analysis, Comparative Market..., Market Basket Analysis, Budget Forecasts, SKU Management, Sales Promotion, Consumer Behaviour, Google Analytics, PPC, Software Quality...
Education
University of California, San Diego 2007 — 2009
Bachelor's, Economics
University of Idaho 1996 — 1998
Electrical Engineering
Dan Krefft, MBA Dan Krefft, MBA's LPL Financial Experience September 2006 - July 2012
Job Qualitative Project Supervisor, Taylor Research
Industry Market Research
Experience
Taylor Research Inc. September 2013 - Present
Taylor Research Inc. May 2013 - September 2013
Taylor Research Inc. January 2013 - May 2013
Competitive Edge Research and Communication October 2012 - April 2013
LPL Financial September 2006 - July 2012
Pacific Athletic Club April 2005 - April 2008
Andy Parker Health and Fitness January 2005 - January 2006
San Diego Gulls October 2003 - May 2004
Blockbuster Video January 2002 - January 2004
Skills
Market Research, Qualitative Research, Ethnography, Customer Service, Team Building, Consumer Insight, Data Collection, Social Media, Data Analysis, Social Networking, Online Research, Sales, Social Media Marketing, Series 7, Marketing Strategy, Marketing, Database Administration, Business Intelligence, General Securities..., Data Analytics, SPSS, Segmentation, Central Location Testing, Focus Group Recruiting, Questionnaire Design, Customer Intercepts, Field Interviewing
Education
University of Phoenix-San Diego Campus 2012 — 2013
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of California, San Diego 2000 — 2004
BA, Communication
Taylor Research Inc. September 2013 - Present
Taylor Research Inc. May 2013 - September 2013
Taylor Research Inc. January 2013 - May 2013
Competitive Edge Research and Communication October 2012 - April 2013
LPL Financial September 2006 - July 2012
Pacific Athletic Club April 2005 - April 2008
Andy Parker Health and Fitness January 2005 - January 2006
San Diego Gulls October 2003 - May 2004
Blockbuster Video January 2002 - January 2004
Skills
Market Research, Qualitative Research, Ethnography, Customer Service, Team Building, Consumer Insight, Data Collection, Social Media, Data Analysis, Social Networking, Online Research, Sales, Social Media Marketing, Series 7, Marketing Strategy, Marketing, Database Administration, Business Intelligence, General Securities..., Data Analytics, SPSS, Segmentation, Central Location Testing, Focus Group Recruiting, Questionnaire Design, Customer Intercepts, Field Interviewing
Education
University of Phoenix-San Diego Campus 2012 — 2013
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of California, San Diego 2000 — 2004
BA, Communication
Ye Su's LPL Financial Experience 2012 - Present
Job Manager, Partners Retirement and Wealth Management, Partners FCU, LPL Financial, The Walt Disney Co.
Industry Financial Services
Experience
The Walt Disney Company 2012 - Present
LPL Financial 2012 - Present
Partners Retirement & Wealth Management 2012 - Present
Morgan Stanley 2004 - 2006
Skills
Finance, Management, CRM, Financial Analysis, Financial Services, Investments, Banking, Insurance, Leadership, Business Development, Team Building, Credit, Wealth Management, Customer Service, Operations Management, Loans, Consumer Lending, Portfolio Management, Risk Management, Retirement, Credit Analysis, Process Improvement, Mortgage Lending, Financial Institutions, Vendor Management
Education
University of California, San Diego 2001 — 2004
Bachelor's Degree, Business/Managerial Economics
The Walt Disney Company 2012 - Present
LPL Financial 2012 - Present
Partners Retirement & Wealth Management 2012 - Present
Morgan Stanley 2004 - 2006
Skills
Finance, Management, CRM, Financial Analysis, Financial Services, Investments, Banking, Insurance, Leadership, Business Development, Team Building, Credit, Wealth Management, Customer Service, Operations Management, Loans, Consumer Lending, Portfolio Management, Risk Management, Retirement, Credit Analysis, Process Improvement, Mortgage Lending, Financial Institutions, Vendor Management
Education
University of California, San Diego 2001 — 2004
Bachelor's Degree, Business/Managerial Economics
Randall Waters Randall Waters's LPL Financial Experience February 2004 - August 2004
Job Home Services Specialist II AVP Home Equity at Bank of America
Industry Banking
Experience
Bank of America January 2013 - Present
Bank of America January 2011 - January 2013
Bank of America December 1999 - January 2011
BANK OF AMERICA July 2007 - March 2009
Allstate March 2005 - June 2007
Bank of Agriculture & Commerce/ECC Bank November 2004 - March 2005
LPL Financial February 2004 - August 2004
Bank of America December 1999 - March 2003
Skills
Banking, Credit, Portfolio Management, Mortgage Lending, Loans, Investments, Insurance, Sales, Loan Origination, Finance, Consumer Lending, Lines Of Credit, Risk Management, Financial Services, CRM, Underwriting, Commercial Banking, Commercial Lending, Mortgage Banking
Education
University of California, San Diego 1997 — 2001
Bachelor of Arts, Economics
AA Stagg High School 1993 — 1997
Varsity sports, musical theatre and honors choir
Université de Nantes 1996 — 1996
Diplome Elementaire de la Langue Française, French Language Certification
Commodore Stockton Skills School
Daniel Webster Middle School
Bank of America January 2013 - Present
Bank of America January 2011 - January 2013
Bank of America December 1999 - January 2011
BANK OF AMERICA July 2007 - March 2009
Allstate March 2005 - June 2007
Bank of Agriculture & Commerce/ECC Bank November 2004 - March 2005
LPL Financial February 2004 - August 2004
Bank of America December 1999 - March 2003
Skills
Banking, Credit, Portfolio Management, Mortgage Lending, Loans, Investments, Insurance, Sales, Loan Origination, Finance, Consumer Lending, Lines Of Credit, Risk Management, Financial Services, CRM, Underwriting, Commercial Banking, Commercial Lending, Mortgage Banking
Education
University of California, San Diego 1997 — 2001
Bachelor of Arts, Economics
AA Stagg High School 1993 — 1997
Varsity sports, musical theatre and honors choir
Université de Nantes 1996 — 1996
Diplome Elementaire de la Langue Française, French Language Certification
Commodore Stockton Skills School
Daniel Webster Middle School
Jessica Hubbert Jessica Hubbert's LPL Financial Experience June 2012 - August 2012
Job Intern at Scottrade
Industry Financial Services
Experience
Scottrade August 2014 - Present
Patchi, U.S. November 2013 - September 2014
LPL Financial June 2012 - August 2012
Skills
Microsoft Office, Mac & PC platforms, Stock Research, Microsoft Word, PowerPoint, Research
Education
University of California, Santa Barbara 2013 — 2017
Bachelor's Degree, Economics and Accounting, GPA: 3.92
Scottrade August 2014 - Present
Patchi, U.S. November 2013 - September 2014
LPL Financial June 2012 - August 2012
Skills
Microsoft Office, Mac & PC platforms, Stock Research, Microsoft Word, PowerPoint, Research
Education
University of California, Santa Barbara 2013 — 2017
Bachelor's Degree, Economics and Accounting, GPA: 3.92
Kevin Ngo Kevin Ngo's LPL Financial Experience June 2011 - August 2011
Job Business Analyst at LeadPoint
Industry Financial Services
Experience
LeadPoint June 2013 - Present
Global China Connection June 2012 - June 2013
TEDxUCSD June 2012 - June 2013
Triton Consulting Group 2013 - 2013
Global China Connection, UCSD Chapter May 2011 - June 2012
Analog Analytics June 2011 - February 2012
LPL Financial June 2011 - August 2011
Hollister Pediatrics June 2009 - September 2010
Skills
Microsoft Office 2007, HTML, Communications Planning, Photoshop, Microsoft Excel, Data Analysis, Analysis, VBA, Microsoft Office, Social Media, CSS, PowerPoint, Marketing, Mac OS X, Customer Service, Microsoft Word, Statistics, Online Advertising, SQL, R, Matlab, Java, Public Speaking, Strategy, Event Planning, Management, Program Management, Budgets, Market Research
Education
University of California, San Diego 2009 — 2013
Bachelor of Science, Management Science
연세대학교 / Yonsei University 2012 — 2012
Marketing
Valley Christian High School 2005 — 2009
High School Diploma
LeadPoint June 2013 - Present
Global China Connection June 2012 - June 2013
TEDxUCSD June 2012 - June 2013
Triton Consulting Group 2013 - 2013
Global China Connection, UCSD Chapter May 2011 - June 2012
Analog Analytics June 2011 - February 2012
LPL Financial June 2011 - August 2011
Hollister Pediatrics June 2009 - September 2010
Skills
Microsoft Office 2007, HTML, Communications Planning, Photoshop, Microsoft Excel, Data Analysis, Analysis, VBA, Microsoft Office, Social Media, CSS, PowerPoint, Marketing, Mac OS X, Customer Service, Microsoft Word, Statistics, Online Advertising, SQL, R, Matlab, Java, Public Speaking, Strategy, Event Planning, Management, Program Management, Budgets, Market Research
Education
University of California, San Diego 2009 — 2013
Bachelor of Science, Management Science
연세대학교 / Yonsei University 2012 — 2012
Marketing
Valley Christian High School 2005 — 2009
High School Diploma
Sulaiman Morgan's LPL Financial Experience January 2015 - Present
Job AVP, Business Systems at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial January 2015 - Present
LPL Financial July 2009 - Present
BearingPoint June 2006 - July 2009
Skills
Business Process Design, Business Process, SDLC, Business Analysis, Business Process..., ITIL, Project Portfolio..., Requirements Analysis, IT Strategy, Business Transformation, Visio, Data Warehousing, Process Improvement, PMP, SharePoint, Vendor Management, Integration, Software Project..., Business Intelligence, PMO, Program Management, ERP, Requirements Gathering
Education
University of California, San Diego 2003 — 2007
Bachelor's degree, Economics
LPL Financial January 2015 - Present
LPL Financial July 2009 - Present
BearingPoint June 2006 - July 2009
Skills
Business Process Design, Business Process, SDLC, Business Analysis, Business Process..., ITIL, Project Portfolio..., Requirements Analysis, IT Strategy, Business Transformation, Visio, Data Warehousing, Process Improvement, PMP, SharePoint, Vendor Management, Integration, Software Project..., Business Intelligence, PMO, Program Management, ERP, Requirements Gathering
Education
University of California, San Diego 2003 — 2007
Bachelor's degree, Economics
Michelle Elise DeFay (Hernandez) Michelle Elise DeFay (Hernandez)'s LPL Financial Experience January 2014 - Present
Job Vice President at LPL Financial
Industry Accounting
Experience
LPL Financial January 2014 - Present
KPMG January 2004 - January 2014
Bank of America 2001 - 2004
Skills
Risk Management, Business Process..., Management Consulting, Governance, Business Transformation, IT Strategy, Project Management, Project Coordination, Internal Controls, Financial & Operational..., Due Diligence, CISM, Sarbanes-Oxley Act, Revenue Recognition, CISA, Assurance, PRINCE2, Process Analysis, Enterprise Risk..., Stakeholder Workshops, Change Management, Internal Audit, IT Audit, Auditing, Cloud Computing, Information Security..., US GAAP, COBIT, Business Process..., COSO, External Audit, Risk Assessment, Sarbanes-Oxley, Management, Financial Analysis, Information Technology, Financial Services, Finance, Accounting
Education
University of California, Santa Barbara 2000 — 2003
Bachelor of Arts (BA), Business Economics and Communications, Emphasis in Accounting & Management Information Systems
LPL Financial January 2014 - Present
KPMG January 2004 - January 2014
Bank of America 2001 - 2004
Skills
Risk Management, Business Process..., Management Consulting, Governance, Business Transformation, IT Strategy, Project Management, Project Coordination, Internal Controls, Financial & Operational..., Due Diligence, CISM, Sarbanes-Oxley Act, Revenue Recognition, CISA, Assurance, PRINCE2, Process Analysis, Enterprise Risk..., Stakeholder Workshops, Change Management, Internal Audit, IT Audit, Auditing, Cloud Computing, Information Security..., US GAAP, COBIT, Business Process..., COSO, External Audit, Risk Assessment, Sarbanes-Oxley, Management, Financial Analysis, Information Technology, Financial Services, Finance, Accounting
Education
University of California, Santa Barbara 2000 — 2003
Bachelor of Arts (BA), Business Economics and Communications, Emphasis in Accounting & Management Information Systems
Jeffrey Utter's LPL Financial Experience March 1991 - June 2009
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Currently Retired 2009 - 2012
LPL Financial March 1991 - June 2009
Skills
Software Development, Visio, Software Project..., SQL, SDLC, HTML, Business Analysis, Data Analysis, Databases, Agile Methodologies, JavaScript, Database Design, Requirements Analysis, Business Intelligence
Education
University of California, San Diego 1982 — 1987
Applied Mathematics
Currently Retired 2009 - 2012
LPL Financial March 1991 - June 2009
Skills
Software Development, Visio, Software Project..., SQL, SDLC, HTML, Business Analysis, Data Analysis, Databases, Agile Methodologies, JavaScript, Database Design, Requirements Analysis, Business Intelligence
Education
University of California, San Diego 1982 — 1987
Applied Mathematics
Daniel Coulter Daniel Coulter's LPL Financial Experience August 2015 - Present
Job Assistant Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2015 - Present
LPL Financial May 2011 - August 2015
LPL Financial February 2008 - May 2011
LPL Financial October 2006 - 2007
Pacific Backflow June 2001 - October 2006
Bank of America March 2002 - January 2004
Ruby's Diner June 1999 - July 2002
Skills
Series 7, Financial Services, Securities, Process Improvement, Team Building, Public Speaking, Customer Service, FINRA, Project Management, Lectora, Captivate, InDesign, LMS Integration, Series 66, Uniform Combined State..., Training Delivery, Training, Instructor-led Training, Learning Management..., Leadership, New Business Development, E-Learning, Blended Learning, Leadership Development, Employee Training, Coaching, Organizational..., Learning Management, Instructional Design, Needs Analysis, Finance, SkyTap, Virtual Communities, Integrity, Series 63, Mutual Funds, Management, Investments
Education
University of California, San Diego 2003 — 2005
BA, Philosophy
Focus Leadership Institute 2001 — 2001
LPL Financial August 2015 - Present
LPL Financial May 2011 - August 2015
LPL Financial February 2008 - May 2011
LPL Financial October 2006 - 2007
Pacific Backflow June 2001 - October 2006
Bank of America March 2002 - January 2004
Ruby's Diner June 1999 - July 2002
Skills
Series 7, Financial Services, Securities, Process Improvement, Team Building, Public Speaking, Customer Service, FINRA, Project Management, Lectora, Captivate, InDesign, LMS Integration, Series 66, Uniform Combined State..., Training Delivery, Training, Instructor-led Training, Learning Management..., Leadership, New Business Development, E-Learning, Blended Learning, Leadership Development, Employee Training, Coaching, Organizational..., Learning Management, Instructional Design, Needs Analysis, Finance, SkyTap, Virtual Communities, Integrity, Series 63, Mutual Funds, Management, Investments
Education
University of California, San Diego 2003 — 2005
BA, Philosophy
Focus Leadership Institute 2001 — 2001
Ryan O'Shaughnessy Ryan O'Shaughnessy's LPL Financial Experience March 2006 - Present
Job Sr. Analyst, Alternative Investments at LPL Financial
Industry Information Technology and Services
Experience
JR Credit Inc. 2009 - Present
LPL Financial March 2006 - Present
Skills
Entrepreneurship, Portfolio Management, Asset Management, Strategic Planning, Business Analysis, Project Management, Strategic Financial..., Investments, Business Development, Financial Analysis, Financial Modeling, Microsoft Office, Series 7 & 24, Finance, Risk Management, Alternative Investments
Education
University of California, San Diego
Economics
JR Credit Inc. 2009 - Present
LPL Financial March 2006 - Present
Skills
Entrepreneurship, Portfolio Management, Asset Management, Strategic Planning, Business Analysis, Project Management, Strategic Financial..., Investments, Business Development, Financial Analysis, Financial Modeling, Microsoft Office, Series 7 & 24, Finance, Risk Management, Alternative Investments
Education
University of California, San Diego
Economics
Jaquelin Hellenberg Jaquelin Hellenberg's LPL Financial Experience April 2013 - July 2013
Job IT Professional, Systems Administrator, BSA, Technical Writer
Industry Information Technology and Services
Experience
LPL Financial April 2013 - July 2013
PETCO Animal Supplies, Inc. September 2006 - July 2012
The Salk Institute January 2001 - May 2005
The Salk Institute February 2000 - April 2001
The Salk Institute January 1989 - March 2001
Skills
HTML, Software Documentation, Troubleshooting, Integration, Databases, Security, Project Planning, Project Management, Access, Customer Service, System Administration, Vendor Management, Disaster Recovery, Servers, Leadership, Analysis
Education
University of California, San Diego 1989 — 1991
Graduate study in English and American Literature
The New School for Social Research 1983 — 1988
Bachelor's, Liberal Arts
LPL Financial April 2013 - July 2013
PETCO Animal Supplies, Inc. September 2006 - July 2012
The Salk Institute January 2001 - May 2005
The Salk Institute February 2000 - April 2001
The Salk Institute January 1989 - March 2001
Skills
HTML, Software Documentation, Troubleshooting, Integration, Databases, Security, Project Planning, Project Management, Access, Customer Service, System Administration, Vendor Management, Disaster Recovery, Servers, Leadership, Analysis
Education
University of California, San Diego 1989 — 1991
Graduate study in English and American Literature
The New School for Social Research 1983 — 1988
Bachelor's, Liberal Arts
Erica Guglielmetti Erica Guglielmetti's LPL Financial Experience August 2014 - Present
Job Sr Analyst | HR Technology, Human Capital at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2014 - Present
LPL Financial December 2013 - August 2014
LPL Financial March 2013 - December 2013
LPL Financial July 2012 - March 2013
LPL Financial March 2011 - July 2012
Nature's Liquids SeaAloe & Superfruits GT October 2009 - February 2011
Zoological Society of San Diego April 2005 - February 2011
LA Fitness November 2005 - April 2007
Scripps Institution of Oceanography March 2002 - February 2005
University of California at San Diego February 2002 - February 2005
Skills
Event Management, Project Planning, Fundraising, Non-profits, Microsoft Excel, Event Planning, Outlook, Microsoft Office, Human Resources, Nonprofits, Management, Learning Management..., Program Facilitation, HR Information..., HRIS Database Management, Training, Organizational..., Research, Adobe Connect, Community Outreach, Horticulture, PowerPoint, Budgets, Time Management, Analysis, Data Analysis, Leadership, Strategy, HRIS, Leadership Development, Talent Management, Access, Administration, Public Speaking, Administrative..., Project Management, Strategic Planning, Volunteer Management, Corporate Communications, Editing, Program Development, Employee Training, Office Management, Performance Management, System Administration, Organizational..., Software Documentation, Change Management, Coaching, Internal Communications
Education
University of Phoenix 2008 — 2009
M.B.A., Business Administration
University of California, San Diego 2001 — 2005
B.A., Anthropology with Concentration in Biology
LPL Financial August 2014 - Present
LPL Financial December 2013 - August 2014
LPL Financial March 2013 - December 2013
LPL Financial July 2012 - March 2013
LPL Financial March 2011 - July 2012
Nature's Liquids SeaAloe & Superfruits GT October 2009 - February 2011
Zoological Society of San Diego April 2005 - February 2011
LA Fitness November 2005 - April 2007
Scripps Institution of Oceanography March 2002 - February 2005
University of California at San Diego February 2002 - February 2005
Skills
Event Management, Project Planning, Fundraising, Non-profits, Microsoft Excel, Event Planning, Outlook, Microsoft Office, Human Resources, Nonprofits, Management, Learning Management..., Program Facilitation, HR Information..., HRIS Database Management, Training, Organizational..., Research, Adobe Connect, Community Outreach, Horticulture, PowerPoint, Budgets, Time Management, Analysis, Data Analysis, Leadership, Strategy, HRIS, Leadership Development, Talent Management, Access, Administration, Public Speaking, Administrative..., Project Management, Strategic Planning, Volunteer Management, Corporate Communications, Editing, Program Development, Employee Training, Office Management, Performance Management, System Administration, Organizational..., Software Documentation, Change Management, Coaching, Internal Communications
Education
University of Phoenix 2008 — 2009
M.B.A., Business Administration
University of California, San Diego 2001 — 2005
B.A., Anthropology with Concentration in Biology
Victor Kao Victor Kao's LPL Financial Experience March 2012 - June 2012
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG US January 2014 - Present
PwC July 2012 - December 2013
LPL Financial March 2012 - June 2012
Skills
Salesforce.com, Quickbooks, Microsoft Office, Stata, Mac OS X, iWork, Microsoft Dynamics, Statistics, Chinese, Executive Search, HR Consulting, Microsoft CRM, TPX, Alternative Investments, REIT, IRAs, RIA, IFRS, GAAP, Corporate Tax, SQL, International Tax, Corporate Tax Planning, Data Analysis
Education
University of California, San Diego 2009 — 2011
BS, Management Science, Accounting
UCSD Extension
Oracle SQL
KPMG US January 2014 - Present
PwC July 2012 - December 2013
LPL Financial March 2012 - June 2012
Skills
Salesforce.com, Quickbooks, Microsoft Office, Stata, Mac OS X, iWork, Microsoft Dynamics, Statistics, Chinese, Executive Search, HR Consulting, Microsoft CRM, TPX, Alternative Investments, REIT, IRAs, RIA, IFRS, GAAP, Corporate Tax, SQL, International Tax, Corporate Tax Planning, Data Analysis
Education
University of California, San Diego 2009 — 2011
BS, Management Science, Accounting
UCSD Extension
Oracle SQL
Steve Jendrusina's LPL Financial Experience January 2011 - Present
Job Assistant Vice President of Business Development, LPL Financial
Industry Financial Services
Experience
LPL Financial January 2011 - Present
LPL Financial June 2006 - December 2010
Education
University of California, San Diego 2001 — 2005
B.S., Management Science
LPL Financial January 2011 - Present
LPL Financial June 2006 - December 2010
Education
University of California, San Diego 2001 — 2005
B.S., Management Science
Tamara Steele Tamara Steele's LPL Financial Experience June 2000 - October 2005
Job Operations Manager at Wells Fargo Bank
Industry Financial Services
Experience
Consultant December 2012 - Present
Wells Fargo Bank March 2011 - December 2012
Ajilon March 2010 - September 2010
Union Bank of California October 2005 - October 2008
LPL Financial June 2000 - October 2005
Quick & Reilly 1996 - 2000
Sutro & Co. 1992 - 1996
Skills
Accounting, Financial Planners, Program Management, Risk Management, Recruiting, Bookkeeping, Business Development, Management, Financial Analysis, Leadership, Auditing, Human Resources, Payroll, Strategy, Loans, Cost Accounting, Budgets, Strategic Planning, Business Planning, Fundraising, Analysis, Marketing, Project Management, Sales, New Business Development, Negotiation, Investments, Time Management, Finance, Financial Planning
Education
University of California, San Diego 1989 — 1993
BA, Quantitative Economics and Decision Science
Consultant December 2012 - Present
Wells Fargo Bank March 2011 - December 2012
Ajilon March 2010 - September 2010
Union Bank of California October 2005 - October 2008
LPL Financial June 2000 - October 2005
Quick & Reilly 1996 - 2000
Sutro & Co. 1992 - 1996
Skills
Accounting, Financial Planners, Program Management, Risk Management, Recruiting, Bookkeeping, Business Development, Management, Financial Analysis, Leadership, Auditing, Human Resources, Payroll, Strategy, Loans, Cost Accounting, Budgets, Strategic Planning, Business Planning, Fundraising, Analysis, Marketing, Project Management, Sales, New Business Development, Negotiation, Investments, Time Management, Finance, Financial Planning
Education
University of California, San Diego 1989 — 1993
BA, Quantitative Economics and Decision Science
Brian Harris, CFA Brian Harris, CFA's LPL Financial Experience April 2000 - October 2001
Job Mortgage Consultant at Capital Mortgage Services, Wealth Manager at Old Oak Wealth Management
Industry Financial Services
Experience
Capital Mortgage Services November 2013 - Present
Old Oak Wealth Management June 2013 - Present
Variant Capital April 2010 - October 2012
West Coast Asset Management August 2006 - April 2010
A&M Investment Management October 2001 - August 2006
LPL Financial April 2000 - October 2001
Casey Securities June 1999 - December 1999
Skills
Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Wealth Management, Equity Trading, Investment Valuation, Investment Properties, Chartered Financial..., Real Estate Investor, Investment Research, Investment Selection, capital iq, Excel models, Money Management, CFA Charterholder, Loan Origination, Jumbo Loans, Refinance, Reverse Mortgages
Education
University of California, Santa Barbara 1995 — 2000
Bachelors, Business-Economics
Ventura High School 1991 — 1995
General
Capital Mortgage Services November 2013 - Present
Old Oak Wealth Management June 2013 - Present
Variant Capital April 2010 - October 2012
West Coast Asset Management August 2006 - April 2010
A&M Investment Management October 2001 - August 2006
LPL Financial April 2000 - October 2001
Casey Securities June 1999 - December 1999
Skills
Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Wealth Management, Equity Trading, Investment Valuation, Investment Properties, Chartered Financial..., Real Estate Investor, Investment Research, Investment Selection, capital iq, Excel models, Money Management, CFA Charterholder, Loan Origination, Jumbo Loans, Refinance, Reverse Mortgages
Education
University of California, Santa Barbara 1995 — 2000
Bachelors, Business-Economics
Ventura High School 1991 — 1995
General
Ryan Abney Ryan Abney's LPL Financial Experience July 2011 - January 2013
Job Finance Professional
Industry Financial Services
Experience
San Diego Chrysler Dodge Jeep Ram October 2014 - June 2015
24 Hour Fitness 2012 - September 2014
LPL Financial July 2011 - January 2013
Skills
Finance, Financial Planning, Retirement Planning, Life Insurance, Mutual Funds, Alternative Investments, Sales, Economics, Mathematics, Strength Training, Fitness, Nutrition, Wellness, Wellness Coaching
Education
University of California, San Diego 2009 — 2011
BS, Business/Managerial Economics
San Diego Chrysler Dodge Jeep Ram October 2014 - June 2015
24 Hour Fitness 2012 - September 2014
LPL Financial July 2011 - January 2013
Skills
Finance, Financial Planning, Retirement Planning, Life Insurance, Mutual Funds, Alternative Investments, Sales, Economics, Mathematics, Strength Training, Fitness, Nutrition, Wellness, Wellness Coaching
Education
University of California, San Diego 2009 — 2011
BS, Business/Managerial Economics
Lenia Muro Lenia Muro's LPL Financial Experience June 2005 - September 2009
Job Senior Compliance Advisor – Branch Audit at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2012 - Present
First Allied Securities September 2009 - March 2012
LPL Financial June 2005 - September 2009
Education
University of California, San Diego 2000 — 2004
Bachelor’s Degree, Psychology
Commonwealth Financial Network March 2012 - Present
First Allied Securities September 2009 - March 2012
LPL Financial June 2005 - September 2009
Education
University of California, San Diego 2000 — 2004
Bachelor’s Degree, Psychology
Michael Yoon Michael Yoon's LPL Financial Experience June 2012 - May 2013
Job JLL
Industry Capital Markets
Experience
JLL October 2014 - Present
Deloitte September 2013 - October 2014
Paragon Real Estate Investments May 2013 - July 2013
LPL Financial June 2012 - May 2013
Skills
Financial Analysis, PowerPoint, Microsoft Office, Customer Service, Excel, ARGUS, Dodd Frank, Banking, Corporate Finance, Customer Relations, Matlab, Windows, QuickBase, SOX, Word, Capital Markets, Commercial Real Estate
Education
University of California, San Diego 2008 — 2013
Bachelor of Science (B.S.), Quantitative Economics
Yonsei University 2010 — 2010
Business & Culture
JLL October 2014 - Present
Deloitte September 2013 - October 2014
Paragon Real Estate Investments May 2013 - July 2013
LPL Financial June 2012 - May 2013
Skills
Financial Analysis, PowerPoint, Microsoft Office, Customer Service, Excel, ARGUS, Dodd Frank, Banking, Corporate Finance, Customer Relations, Matlab, Windows, QuickBase, SOX, Word, Capital Markets, Commercial Real Estate
Education
University of California, San Diego 2008 — 2013
Bachelor of Science (B.S.), Quantitative Economics
Yonsei University 2010 — 2010
Business & Culture
Joshua Almeida Joshua Almeida's LPL Financial Experience October 2012 - July 2013
Job Project Engineer at CondonJohnson & Associates
Industry Renewables & Environment
Experience
Condon-Johnson & Associates August 2013 - April 2015
LPL Financial October 2012 - July 2013
Condon Johnson & Associates June 2011 - September 2011
Cafe Ventanas February 2009 - June 2011
Skills
Microsoft Office, AutoCAD, Data Analysis, Data Entry, Environmental..., Sustainability, Microsoft Excel, Research, Matlab, PowerPoint, Microsoft Word, Construction, Technical Writing, Engineering, Teamwork, Renewable Energy, Environmental Issues, English, Statistics, Access, Environmental Awareness, Project Management, Public Speaking, Project Planning, Report Writing, Customer Service, Leadership, Analysis
Education
University of California, San Diego 2009 — 2012
Bachelor of Science (B.S.), Environmental Engineering Technology/Environmental Technology
Condon-Johnson & Associates August 2013 - April 2015
LPL Financial October 2012 - July 2013
Condon Johnson & Associates June 2011 - September 2011
Cafe Ventanas February 2009 - June 2011
Skills
Microsoft Office, AutoCAD, Data Analysis, Data Entry, Environmental..., Sustainability, Microsoft Excel, Research, Matlab, PowerPoint, Microsoft Word, Construction, Technical Writing, Engineering, Teamwork, Renewable Energy, Environmental Issues, English, Statistics, Access, Environmental Awareness, Project Management, Public Speaking, Project Planning, Report Writing, Customer Service, Leadership, Analysis
Education
University of California, San Diego 2009 — 2012
Bachelor of Science (B.S.), Environmental Engineering Technology/Environmental Technology
Nathan Kiyam's LPL Financial Experience August 2007 - October 2010
Job Securities and Exchange Commission Honors Intern
Industry Banking
Experience
U.S. Securities and Exchange Commission May 2015 - August 2015
Pite Duncan, LLP May 2014 - February 2015
Madison Avenue Securities April 2012 - July 2013
First Allied Securities October 2010 - April 2012
LPL Financial August 2007 - October 2010
Skills
FINRA, Law School Student, Series 24, Series 7, Series 63, Seres 66, Series 53, Securities, Mutual Funds, Financial Services, Investment Advisory, Uniform Combined State..., Retirement Planning, Wealth Management, Alternative Investments, Asset Allocation, Financial Advisory, Retirement, Investments, Legal Research
Education
University of San Diego School of Law 2014 — 2016
Doctor of Law (JD), Corporate Securities and Taxation
Thomas Jefferson School of Law 2013 — 2014
Doctor of Law (JD), Juris Doctorate
University of California, San Diego
Bachelors, International Studies
University of California, San Diego
Certificate in Accounting through Extension Program, Accounting
U.S. Securities and Exchange Commission May 2015 - August 2015
Pite Duncan, LLP May 2014 - February 2015
Madison Avenue Securities April 2012 - July 2013
First Allied Securities October 2010 - April 2012
LPL Financial August 2007 - October 2010
Skills
FINRA, Law School Student, Series 24, Series 7, Series 63, Seres 66, Series 53, Securities, Mutual Funds, Financial Services, Investment Advisory, Uniform Combined State..., Retirement Planning, Wealth Management, Alternative Investments, Asset Allocation, Financial Advisory, Retirement, Investments, Legal Research
Education
University of San Diego School of Law 2014 — 2016
Doctor of Law (JD), Corporate Securities and Taxation
Thomas Jefferson School of Law 2013 — 2014
Doctor of Law (JD), Juris Doctorate
University of California, San Diego
Bachelors, International Studies
University of California, San Diego
Certificate in Accounting through Extension Program, Accounting
Craig Bial Craig Bial's LPL Financial Experience June 2013 - Present
Job Analyst Business Mgmt, Analytics & Reporting
Industry Financial Services
Experience
LPL Financial June 2013 - Present
Enterprise Rent-A-Car October 2009 - August 2011
Skills
New Business Development, Competitive Analysis, Scalability, Business Analysis, Financial Analysis, Quality Management, Quality Assurance, Sales, Visual Basic, Microsoft Office
Education
UCSB 2005 — 2009
Bachelor of Arts (BA)
LPL Financial June 2013 - Present
Enterprise Rent-A-Car October 2009 - August 2011
Skills
New Business Development, Competitive Analysis, Scalability, Business Analysis, Financial Analysis, Quality Management, Quality Assurance, Sales, Visual Basic, Microsoft Office
Education
UCSB 2005 — 2009
Bachelor of Arts (BA)
Janet Barr, MS, ChFC, CLU Janet Barr, MS, ChFC, CLU's LPL Financial Experience 2006 - Present
Job Financial Advisor Santa Barbara, Registered Principal (LPL Financial)
Industry Financial Services
Experience
LPL Financial 2006 - Present
Independent Financial Partners (IFP) August 2012 - Present
SB Estate Planning Council 2005 - 2015
Successful Life Story Transformations 2013 - 2014
Brooks Institute of Photography March 2000 - August 2011
Ameriprise July 1994 - January 2006
SB NewsPress 1991 - 1994
US Army August 1980 - August 1984
Skills
Comprehensive Wealth..., Comprehensive Financial..., Socially Responsible..., Green Alternative..., Estate Planning, Divorce Settlement..., Financial Life Planning, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Securities, Wealth, Investment Management, Asset Management, Financial Services, Finance, FINRA, Personal Finance, Series 7, Retirement, Financial Planning, Small Business, Mutual Funds, Investment Strategies, Fixed Annuities, 401k, Series 63, Insurance, IRAs, Alternative Investments, Portfolio Management, Risk Management, Financial Analysis, Life Insurance, Equities, Strategic Planning, Long-term Care, Wealth Management..., Pensions, Fixed Income
Education
The American College 1999 — 2002
ChFC, Finance, General
Institute of Business and Finance 2006 — 2011
Masters of Science in Financial Services (MSFS), Finance, General
Matson Money
Investment Coaching Program, Investing and Behavioral Finance
Kinder Institute 2010 — 2011
Seven Stages of Money Maturity, Trained with George Kinder.
University of California, Santa Barbara 1988 — 1991
Bachelor of Arts, Liberal Arts and Sciences, General Studies and Humanities
LPL Financial 2006 - Present
Independent Financial Partners (IFP) August 2012 - Present
SB Estate Planning Council 2005 - 2015
Successful Life Story Transformations 2013 - 2014
Brooks Institute of Photography March 2000 - August 2011
Ameriprise July 1994 - January 2006
SB NewsPress 1991 - 1994
US Army August 1980 - August 1984
Skills
Comprehensive Wealth..., Comprehensive Financial..., Socially Responsible..., Green Alternative..., Estate Planning, Divorce Settlement..., Financial Life Planning, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Securities, Wealth, Investment Management, Asset Management, Financial Services, Finance, FINRA, Personal Finance, Series 7, Retirement, Financial Planning, Small Business, Mutual Funds, Investment Strategies, Fixed Annuities, 401k, Series 63, Insurance, IRAs, Alternative Investments, Portfolio Management, Risk Management, Financial Analysis, Life Insurance, Equities, Strategic Planning, Long-term Care, Wealth Management..., Pensions, Fixed Income
Education
The American College 1999 — 2002
ChFC, Finance, General
Institute of Business and Finance 2006 — 2011
Masters of Science in Financial Services (MSFS), Finance, General
Matson Money
Investment Coaching Program, Investing and Behavioral Finance
Kinder Institute 2010 — 2011
Seven Stages of Money Maturity, Trained with George Kinder.
University of California, Santa Barbara 1988 — 1991
Bachelor of Arts, Liberal Arts and Sciences, General Studies and Humanities
Amanda Wirth's LPL Financial Experience April 2014 - Present
Job Financial Planning Assistant
Industry Financial Services
Experience
LPL Financial April 2014 - Present
U.S. House of Representatives January 2015 - March 2015
Associated Students of UC Santa Barbara April 2013 - May 2014
UCen Catering June 2012 - January 2014
Associated Students of UC Santa Barbara March 2012 - April 2013
City of Roseville April 2008 - September 2011
Skills
Public Speaking, PowerPoint, Research, Microsoft Excel, Microsoft Office, Event Management, Social Media, Event Planning, Social Networking, Marketing, SEO, Customer Service, Financial Analysis
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (BA), Political Science
Granite Bay High School 2007 — 2011
LPL Financial April 2014 - Present
U.S. House of Representatives January 2015 - March 2015
Associated Students of UC Santa Barbara April 2013 - May 2014
UCen Catering June 2012 - January 2014
Associated Students of UC Santa Barbara March 2012 - April 2013
City of Roseville April 2008 - September 2011
Skills
Public Speaking, PowerPoint, Research, Microsoft Excel, Microsoft Office, Event Management, Social Media, Event Planning, Social Networking, Marketing, SEO, Customer Service, Financial Analysis
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (BA), Political Science
Granite Bay High School 2007 — 2011
Dustin Eldridge's LPL Financial Experience January 2011 - June 2012
Job Senior Analyst at Illumina
Industry Human Resources
Experience
Illumina December 2013 - Present
Illumina June 2012 - December 2013
LPL Financial January 2011 - June 2012
ViaSat January 2008 - September 2010
San Diego District Attorney April 2005 - August 2007
United States Air Force June 2000 - June 2004
Skills
Business Process..., Process Improvement, Employee Relations, Applicant Tracking..., Change Management, Project Management, Program Management, Vendor Management, Recruiting, Talent Management, Human Resources, CRM, Business Analysis, Onboarding, Performance Management, Training, Talent Acquisition, Organizational..., Deferred Compensation, Employee Benefits, Benefits Administration, PeopleSoft, College Recruiting, Interviews
Education
University of California, San Diego
Illumina December 2013 - Present
Illumina June 2012 - December 2013
LPL Financial January 2011 - June 2012
ViaSat January 2008 - September 2010
San Diego District Attorney April 2005 - August 2007
United States Air Force June 2000 - June 2004
Skills
Business Process..., Process Improvement, Employee Relations, Applicant Tracking..., Change Management, Project Management, Program Management, Vendor Management, Recruiting, Talent Management, Human Resources, CRM, Business Analysis, Onboarding, Performance Management, Training, Talent Acquisition, Organizational..., Deferred Compensation, Employee Benefits, Benefits Administration, PeopleSoft, College Recruiting, Interviews
Education
University of California, San Diego
Dan Schuck Dan Schuck's LPL Financial Experience 2014 - 2015
Job IT Strategist and Operations Executive
Industry Financial Services
Experience
LPL Financial 2014 - 2015
LPL Financial 2012 - 2014
LPL Financial January 2009 - October 2012
LPL Financial January 2006 - December 2008
LPL Financial January 2004 - December 2005
LPL Financial 1999 - 2003
Virtual Integrators 1997 - 1999
UC San Diego 1991 - 1997
Skills
IT Strategy, IT Transformation, Enterprise Software, Strategic Planning, Integration, Information Technology, Solution Architecture, Product Development, Software Project..., Strategy, Program Management, Management, Outsourcing, Vendor Management, Organizational Design, SDLC, Mergers, Software Development, Agile Methodologies, Portfolio Management, Risk Management, PMO, Business Architecture, Architectures, Financial Services, Wealth Management, CRM, Business Intelligence, Data Center, Securities, Series 7, FINRA, Mergers & Acquisitions
Education
University of California, San Diego 1987 — 1991
B.A.
LPL Financial 2014 - 2015
LPL Financial 2012 - 2014
LPL Financial January 2009 - October 2012
LPL Financial January 2006 - December 2008
LPL Financial January 2004 - December 2005
LPL Financial 1999 - 2003
Virtual Integrators 1997 - 1999
UC San Diego 1991 - 1997
Skills
IT Strategy, IT Transformation, Enterprise Software, Strategic Planning, Integration, Information Technology, Solution Architecture, Product Development, Software Project..., Strategy, Program Management, Management, Outsourcing, Vendor Management, Organizational Design, SDLC, Mergers, Software Development, Agile Methodologies, Portfolio Management, Risk Management, PMO, Business Architecture, Architectures, Financial Services, Wealth Management, CRM, Business Intelligence, Data Center, Securities, Series 7, FINRA, Mergers & Acquisitions
Education
University of California, San Diego 1987 — 1991
B.A.
Derek Nguyen Derek Nguyen's LPL Financial Experience July 2012 - November 2012
Job Financial Analyst at ActivCare Living
Industry Financial Services
Experience
ActivCare Living April 2014 - Present
Breakwater Equity Partners November 2012 - February 2014
LPL Financial July 2012 - November 2012
LPL Financial August 2008 - July 2012
Jose Valdes Math Foundation June 2004 - August 2008
Skills
Financial Analysis, Data Analysis, Research, Financial Modeling, Risk Management, Financial Reporting, Market Research, Marketing Strategy, Program Management, Market Analysis, Business Analysis, Structured Finance, Corporate Governance, Corporate Finance, Capital Budgeting, Cash Flow Analysis, Financial Accounting, P&L Forecasting, Microsoft Excel
Education
UCSD 2004 — 2008
Bachelor of Science, Management Science
Andrew Hill High School
ActivCare Living April 2014 - Present
Breakwater Equity Partners November 2012 - February 2014
LPL Financial July 2012 - November 2012
LPL Financial August 2008 - July 2012
Jose Valdes Math Foundation June 2004 - August 2008
Skills
Financial Analysis, Data Analysis, Research, Financial Modeling, Risk Management, Financial Reporting, Market Research, Marketing Strategy, Program Management, Market Analysis, Business Analysis, Structured Finance, Corporate Governance, Corporate Finance, Capital Budgeting, Cash Flow Analysis, Financial Accounting, P&L Forecasting, Microsoft Excel
Education
UCSD 2004 — 2008
Bachelor of Science, Management Science
Andrew Hill High School
Ling (Lisa) Wang Ling (Lisa) Wang's LPL Financial Experience November 2007 - March 2009
Job Accounting Manager at Westmont Hospitality Group
Industry Accounting
Experience
Westmont Hospitality Group May 2013 - Present
National Funding January 2012 - May 2013
National Funding April 2011 - January 2012
SAIC March 2009 - April 2011
LPL Financial November 2007 - March 2009
Estancia La Jolla Hotel and Spa May 2006 - November 2007
Skills
Microsoft Excel, Accounts Payable, Accounts Receivable, Accounting, Financial Analysis, Accounting Management, Forecasting, Financial Reporting, Microsoft Office, Management, Outlook, Microsoft Word, Customer Service, Training, Analysis, Leadership, Account Reconciliation, Payroll, Auditing, Invoicing, General Ledger, Software Documentation, Process Improvement, PowerPoint, Financial Accounting, Finance, Time Management, Human Resources, GAAP, Financial Statements, Tax
Education
University of California, San Diego 2004 — 2008
BS, Economics; Managerial Business and Finance
Westmont Hospitality Group May 2013 - Present
National Funding January 2012 - May 2013
National Funding April 2011 - January 2012
SAIC March 2009 - April 2011
LPL Financial November 2007 - March 2009
Estancia La Jolla Hotel and Spa May 2006 - November 2007
Skills
Microsoft Excel, Accounts Payable, Accounts Receivable, Accounting, Financial Analysis, Accounting Management, Forecasting, Financial Reporting, Microsoft Office, Management, Outlook, Microsoft Word, Customer Service, Training, Analysis, Leadership, Account Reconciliation, Payroll, Auditing, Invoicing, General Ledger, Software Documentation, Process Improvement, PowerPoint, Financial Accounting, Finance, Time Management, Human Resources, GAAP, Financial Statements, Tax
Education
University of California, San Diego 2004 — 2008
BS, Economics; Managerial Business and Finance
Jessica Long Jessica Long's LPL Financial Experience March 2014 - Present
Job Marketing Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2014 - Present
LPL Financial January 2012 - March 2014
LPL Financial June 2009 - January 2012
LPL Financial March 2006 - June 2009
Education
University of California, San Diego
Bachelor of Science (B.S.), Management Science (Economics)
University of California, San Diego
Bachelor of Arts (B.A.), Dance
LPL Financial March 2014 - Present
LPL Financial January 2012 - March 2014
LPL Financial June 2009 - January 2012
LPL Financial March 2006 - June 2009
Education
University of California, San Diego
Bachelor of Science (B.S.), Management Science (Economics)
University of California, San Diego
Bachelor of Arts (B.A.), Dance
Nate Musterer Nate Musterer's LPL Financial Experience October 2004 - Present
Job Assistant Vice President, Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2004 - Present
First Allied Securities January 2006 - January 2007
Skills
Series 7, FINRA, Mutual Funds, Series 24, Series 63, Investment Advisory, Securities, Financial Services, Alternative Investments, Series 4, Regulatory Compliance, Risk Management, Variable Annuities, Relationship Management, Business Process..., Project Management, Procedure Development, Information Security, Supervision, Staff Development, Staff Management, SEC, Auditing, Securities Regulation, Anti Money Laundering
Education
University of California, San Diego 2000 — 2004
Bachelor's degree, Communication and Media Studies
LPL Financial October 2004 - Present
First Allied Securities January 2006 - January 2007
Skills
Series 7, FINRA, Mutual Funds, Series 24, Series 63, Investment Advisory, Securities, Financial Services, Alternative Investments, Series 4, Regulatory Compliance, Risk Management, Variable Annuities, Relationship Management, Business Process..., Project Management, Procedure Development, Information Security, Supervision, Staff Development, Staff Management, SEC, Auditing, Securities Regulation, Anti Money Laundering
Education
University of California, San Diego 2000 — 2004
Bachelor's degree, Communication and Media Studies
Kevin Chao Kevin Chao's LPL Financial Experience January 2013 - April 2013
Job CPA Candidate
Industry Management Consulting
Experience
DZYNE Technologies February 2015 - Present
Illumina July 2013 - October 2013
LPL Financial January 2013 - April 2013
First Choice Business Brokers February 2012 - December 2012
WorldTrans Services, Inc. March 2012 - September 2012
LPL Financial November 2011 - February 2012
American Red Cross June 2011 - September 2011
Yogurt World January 2009 - August 2011
TransGlobe Life Insurance Inc. July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Start-ups, Leadership, Account Reconciliation, Financial Analysis, Accounting, Business Development, Analysis, Auditing, Data Analysis, Sales, Management, Finance, Due Diligence
Education
University of California, San Diego 2007 — 2011
Bachelor's Degree, Management Science / Business Economics
University of California, San Diego Extension 2012 — 2013
Professional Certificate of Accounting, Accounting
DZYNE Technologies February 2015 - Present
Illumina July 2013 - October 2013
LPL Financial January 2013 - April 2013
First Choice Business Brokers February 2012 - December 2012
WorldTrans Services, Inc. March 2012 - September 2012
LPL Financial November 2011 - February 2012
American Red Cross June 2011 - September 2011
Yogurt World January 2009 - August 2011
TransGlobe Life Insurance Inc. July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Start-ups, Leadership, Account Reconciliation, Financial Analysis, Accounting, Business Development, Analysis, Auditing, Data Analysis, Sales, Management, Finance, Due Diligence
Education
University of California, San Diego 2007 — 2011
Bachelor's Degree, Management Science / Business Economics
University of California, San Diego Extension 2012 — 2013
Professional Certificate of Accounting, Accounting
James Kitchens, CFA James Kitchens, CFA's LPL Financial Experience 2010 - 2012
Job Institutional Investment Research & Sales
Industry Investment Management
Experience
Self Employed - Family Office 2012 - Present
LPL Financial 2010 - 2012
National Retirement Partners 2003 - 2010
Net Asset Management 2002 - 2003
RunMoney Corp. 1999 - 2002
Pilgrim Baxter - Hedge Fund 1997 - 1999
Charles Schwab 1992 - 1997
Hall & Co. Inc. 1988 - 1992
Skills
Investment Research &..., Asset Allocation, Institutional Sales, Portfolio Management, 401(k) Plans, Defined Benefit Plans, Wealth Management, Custom Analytics, Investment Manager..., Risk Management, Mutual Funds, Target Date Funds, Separately Managed..., Alternative Investments, Lifetime Funds, ETFs, Product Development, Team Building
Education
University of California, San Diego 1983 — 1988
Bachelor's degree, Economics
Self Employed - Family Office 2012 - Present
LPL Financial 2010 - 2012
National Retirement Partners 2003 - 2010
Net Asset Management 2002 - 2003
RunMoney Corp. 1999 - 2002
Pilgrim Baxter - Hedge Fund 1997 - 1999
Charles Schwab 1992 - 1997
Hall & Co. Inc. 1988 - 1992
Skills
Investment Research &..., Asset Allocation, Institutional Sales, Portfolio Management, 401(k) Plans, Defined Benefit Plans, Wealth Management, Custom Analytics, Investment Manager..., Risk Management, Mutual Funds, Target Date Funds, Separately Managed..., Alternative Investments, Lifetime Funds, ETFs, Product Development, Team Building
Education
University of California, San Diego 1983 — 1988
Bachelor's degree, Economics
Oliver Alvarez Oliver Alvarez's LPL Financial Experience June 2013 - Present
Job Trader, Mutual Fund | LPL Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
Skills
Investments, Series 7, Series 63, Mutual Funds, Securities, Fixed Income, Equities, Options, Bonds, Asset Allocation, Retirement, IRAs, Kaizen, User Acce
Education
University of California, San Diego
Bachelor of Arts, Applied Mathematics
LPL Financial June 2013 - Present
Skills
Investments, Series 7, Series 63, Mutual Funds, Securities, Fixed Income, Equities, Options, Bonds, Asset Allocation, Retirement, IRAs, Kaizen, User Acce
Education
University of California, San Diego
Bachelor of Arts, Applied Mathematics
James Jenson James Jenson's LPL Financial Experience June 2013 - Present
Job Senior Complex Product Supervisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
LPL Financial November 2012 - June 2013
LPL Financial 2009 - October 2012
Kaiser Permanente May 2004 - March 2010
West Hills High School June 2004 - March 2008
ABC LumberJacks Furniture March 2001 - May 2004
Skills
Finance, Analysis, Customer Service, Series 7, Financial Analysis, Financial Services, Payroll, Process Scheduler, Uniform Combined State..., Series 24, Series 66, Series 4, Microsoft Excel, Social Media, Leadership, Accounts Payable, Insurance, Sales
Education
University of California, San Diego 2008 — 2009
Bachelor of Science, Economics
LPL Financial June 2013 - Present
LPL Financial November 2012 - June 2013
LPL Financial 2009 - October 2012
Kaiser Permanente May 2004 - March 2010
West Hills High School June 2004 - March 2008
ABC LumberJacks Furniture March 2001 - May 2004
Skills
Finance, Analysis, Customer Service, Series 7, Financial Analysis, Financial Services, Payroll, Process Scheduler, Uniform Combined State..., Series 24, Series 66, Series 4, Microsoft Excel, Social Media, Leadership, Accounts Payable, Insurance, Sales
Education
University of California, San Diego 2008 — 2009
Bachelor of Science, Economics
Alfred Johnson Alfred Johnson's LPL Financial Experience March 2007 - November 2010
Job Realtor/Mortgage Loan Originator at BCS Real Estate Services, Inc.
Industry Real Estate
Experience
BCS Real Estate Services, Inc. 2008 - Present
LPL Financial March 2007 - November 2010
The UPS Store/Mail Boxes Etc. March 1998 - March 2007
Skills
Real Estate, Customer Service, Problem Solving, Negotiation, Excel, Microsoft Excel, Investment Properties, Financial Analysis, First Time Home Buyers, Sales, Property Management, Selling, Short Sales, Retail, FHA, Real Estate Transactions, Residential Homes, Investors, Foreclosures, REO, Condos, Luxury, Referrals, Buyer Representation, Single Family Homes, Buyers, HUD, Refinance, Real Property, Real Estate Financing, Brokerage, Real Estate Economics, Relocation, Listings, Income Properties, Townhomes, New Home Sales, Rentals, Move Up Buyers, 1031 Exchanges, Title Insurance, VA loans, Vacation Homes, Property, SFR, Relocation Buyers, Commercial Real Estate, Sellers, Resellers
Education
UCSD
BCS Real Estate Services, Inc. 2008 - Present
LPL Financial March 2007 - November 2010
The UPS Store/Mail Boxes Etc. March 1998 - March 2007
Skills
Real Estate, Customer Service, Problem Solving, Negotiation, Excel, Microsoft Excel, Investment Properties, Financial Analysis, First Time Home Buyers, Sales, Property Management, Selling, Short Sales, Retail, FHA, Real Estate Transactions, Residential Homes, Investors, Foreclosures, REO, Condos, Luxury, Referrals, Buyer Representation, Single Family Homes, Buyers, HUD, Refinance, Real Property, Real Estate Financing, Brokerage, Real Estate Economics, Relocation, Listings, Income Properties, Townhomes, New Home Sales, Rentals, Move Up Buyers, 1031 Exchanges, Title Insurance, VA loans, Vacation Homes, Property, SFR, Relocation Buyers, Commercial Real Estate, Sellers, Resellers
Education
UCSD
Royce Tsuji Royce Tsuji's LPL Financial Experience September 2005 - December 2007
Job Trading
Industry Financial Services
Experience
CenterPoint Securities November 2012 - Present
CapStone Investments May 2011 - November 2012
Thomas Weisel Partners March 2008 - July 2010
LPL Financial September 2005 - December 2007
Skills
Japanese Bilingual, NASD Series 7, 55, 66
Education
University of California, San Diego 2001 — 2005
B.Sc, Management Science
CenterPoint Securities November 2012 - Present
CapStone Investments May 2011 - November 2012
Thomas Weisel Partners March 2008 - July 2010
LPL Financial September 2005 - December 2007
Skills
Japanese Bilingual, NASD Series 7, 55, 66
Education
University of California, San Diego 2001 — 2005
B.Sc, Management Science
Douglas Vergari Douglas Vergari's LPL Financial Experience May 2010 - November 2011
Job
Industry Computer Software
Experience
McMurdo Group July 2013 - Present
LPL Financial May 2010 - November 2011
LPL Financial June 2008 - May 2010
SupportSoft May 2007 - January 2008
Websense, Inc August 2004 - March 2007
Provide Commerce, Inc. March 2004 - August 2004
Websense, Inc. September 2001 - March 2004
Wireless Knowledge (Microsoft/Qualcomm venture) July 2000 - August 2001
Skills
Software Development, Agile Methodologies, SDLC, Software Quality..., Scrum, ASP.NET, HTML 5, JavaScript, CSS3, Entity Framework, C#, SQL, .NET, Test Automation, SaaS, Testing, Management, Software Engineering, Test Planning, QADirector, Software Project..., Web Applications, Web Services, Software Design, SOA, XML, Agile Project Management, Visual Studio, Perl, Microsoft SQL Server, Unix, Requirements Analysis, SharePoint, Databases, Integration, TFS, Distributed Systems, Enterprise Architecture, Visio
Education
Microsoft Certifications
University of California, San Diego
University of Michigan
B.S., Computer Science
McMurdo Group July 2013 - Present
LPL Financial May 2010 - November 2011
LPL Financial June 2008 - May 2010
SupportSoft May 2007 - January 2008
Websense, Inc August 2004 - March 2007
Provide Commerce, Inc. March 2004 - August 2004
Websense, Inc. September 2001 - March 2004
Wireless Knowledge (Microsoft/Qualcomm venture) July 2000 - August 2001
Skills
Software Development, Agile Methodologies, SDLC, Software Quality..., Scrum, ASP.NET, HTML 5, JavaScript, CSS3, Entity Framework, C#, SQL, .NET, Test Automation, SaaS, Testing, Management, Software Engineering, Test Planning, QADirector, Software Project..., Web Applications, Web Services, Software Design, SOA, XML, Agile Project Management, Visual Studio, Perl, Microsoft SQL Server, Unix, Requirements Analysis, SharePoint, Databases, Integration, TFS, Distributed Systems, Enterprise Architecture, Visio
Education
Microsoft Certifications
University of California, San Diego
University of Michigan
B.S., Computer Science
Jordan Darr's LPL Financial Experience April 2015 - Present
Job Sr Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial August 2011 - April 2015
LPL Financial April 2008 - August 2011
LPL Financial Services June 2006 - April 2008
Skills
Finance, Series 7, Mutual Funds, Securities, Financial Advisory, Wealth Management, FINRA, Corporate Finance, Financial Services, Retirement Planning, Asset Management
Education
University of California, San Diego - The Rady School of Management 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance, 3.5
University of California, San Diego 2002 — 2005
Bachelor of Arts (BA), Mathematics/Applied Science
LPL Financial April 2015 - Present
LPL Financial August 2011 - April 2015
LPL Financial April 2008 - August 2011
LPL Financial Services June 2006 - April 2008
Skills
Finance, Series 7, Mutual Funds, Securities, Financial Advisory, Wealth Management, FINRA, Corporate Finance, Financial Services, Retirement Planning, Asset Management
Education
University of California, San Diego - The Rady School of Management 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance, 3.5
University of California, San Diego 2002 — 2005
Bachelor of Arts (BA), Mathematics/Applied Science
William Hinch's LPL Financial Experience January 2014 - Present
Job Manager, GRC at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial September 2008 - Present
UnionBanc Investment Services November 2005 - September 2008
Union Bank of California April 2004 - September 2005
TD Waterhouse November 1999 - April 2004
Skills
Series 7, Cross Selling, Series 24, Financial Services, Relationship Management, Credit, Loans, Credit Risk, Commercial Lending, Credit Analysis, Series 53, Series 66
Education
University of California, San Diego 1995 — 1999
LPL Financial January 2014 - Present
LPL Financial September 2008 - Present
UnionBanc Investment Services November 2005 - September 2008
Union Bank of California April 2004 - September 2005
TD Waterhouse November 1999 - April 2004
Skills
Series 7, Cross Selling, Series 24, Financial Services, Relationship Management, Credit, Loans, Credit Risk, Commercial Lending, Credit Analysis, Series 53, Series 66
Education
University of California, San Diego 1995 — 1999
Kevin Endo, CFA's LPL Financial Experience February 2012 - Present
Job Financial Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2012 - Present
LPL Financial August 2009 - February 2012
LPL June 2006 - August 2009
Skills
Equities, FINRA, Finance, Financial Reporting, Strategic Financial..., Securities, Investments, Options, Series 7, Wealth Management
Education
UCLA 2013 — 2016
Master of Business Administration (MBA)
University of California, Santa Barbara 2001 — 2005
LPL Financial February 2012 - Present
LPL Financial August 2009 - February 2012
LPL June 2006 - August 2009
Skills
Equities, FINRA, Finance, Financial Reporting, Strategic Financial..., Securities, Investments, Options, Series 7, Wealth Management
Education
UCLA 2013 — 2016
Master of Business Administration (MBA)
University of California, Santa Barbara 2001 — 2005
Kan Yang's LPL Financial Experience June 2006 - Present
Job Supervisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2006 - Present
Skills
Series 24, Team Leadership, Series 7
Education
University of California, San Diego
Bachelor, Management Science
ccsc
LPL Financial June 2006 - Present
Skills
Series 24, Team Leadership, Series 7
Education
University of California, San Diego
Bachelor, Management Science
ccsc
Jordan Darr's LPL Financial Experience August 2011 - Present
Job Overlay Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2011 - Present
LPL Financial April 2008 - August 2011
LPL Financial Services June 2006 - April 2008
Education
University of California, San Diego 2002 — 2006
LPL Financial August 2011 - Present
LPL Financial April 2008 - August 2011
LPL Financial Services June 2006 - April 2008
Education
University of California, San Diego 2002 — 2006
John Darwell's LPL Financial Experience 2007 - February 2010
Job Sr Database Developer at Union Bank of California
Industry Computer Software
Experience
Union Bank of California August 2010 - Present
Infoclarity Solutions, Inc May 2001 - Present
LPL Financial Services April 2007 - February 2010
LPL Financial 2007 - February 2010
BikeBandit.com 2010 - 2010
Modern Postcard 2006 - 2007
Pfizer 2001 - 2006
Science Applications International Corporation 1990 - 1998
Skills
C#, Microsoft SQL Server, WCF, Agile Methodologies, ASP.NET, .NET, SSRS, Business Analysis, VB.NET, Databases, T-SQL, ASP, Integration
Education
University of California, San Diego 1982 — 1988
Union Bank of California August 2010 - Present
Infoclarity Solutions, Inc May 2001 - Present
LPL Financial Services April 2007 - February 2010
LPL Financial 2007 - February 2010
BikeBandit.com 2010 - 2010
Modern Postcard 2006 - 2007
Pfizer 2001 - 2006
Science Applications International Corporation 1990 - 1998
Skills
C#, Microsoft SQL Server, WCF, Agile Methodologies, ASP.NET, .NET, SSRS, Business Analysis, VB.NET, Databases, T-SQL, ASP, Integration
Education
University of California, San Diego 1982 — 1988
Dave Dien's LPL Financial Experience June 2007 - July 2012
Job Sr. Software Consultant
Industry Computer Software
Experience
Norima Consulting Inc July 2012 - Present
LPL Financial June 2007 - July 2012
Entriq, Inc. November 2004 - June 2007
College Loan Corporation December 2003 - November 2004
Skills
Databases, WCF, Agile Methodologies, C#, SQL, SOA, ASP.NET, Microsoft SQL Server, .NET, Web Services, TFS, PHP, Enterprise Architecture, XML, JavaScript, Software Project..., T-SQL, Web Applications, Business Intelligence, jQuery, IIS, Scrum, Software Development, Agile Project Management, SSIS, SSRS, Release Management, XSLT, Distributed Systems, SDLC, SharePoint, LINQ, ASP.NET MVC, Object Oriented Design, OOP, Visual Studio, Configuration Management, Tortoise SVN, Virtualization, Github, Bitbucket
Education
University of California, San Diego 1998 — 2001
Computer Science and Mathematics
oracle obiee training
Norima Consulting Inc July 2012 - Present
LPL Financial June 2007 - July 2012
Entriq, Inc. November 2004 - June 2007
College Loan Corporation December 2003 - November 2004
Skills
Databases, WCF, Agile Methodologies, C#, SQL, SOA, ASP.NET, Microsoft SQL Server, .NET, Web Services, TFS, PHP, Enterprise Architecture, XML, JavaScript, Software Project..., T-SQL, Web Applications, Business Intelligence, jQuery, IIS, Scrum, Software Development, Agile Project Management, SSIS, SSRS, Release Management, XSLT, Distributed Systems, SDLC, SharePoint, LINQ, ASP.NET MVC, Object Oriented Design, OOP, Visual Studio, Configuration Management, Tortoise SVN, Virtualization, Github, Bitbucket
Education
University of California, San Diego 1998 — 2001
Computer Science and Mathematics
oracle obiee training
Link Chung's LPL Financial Experience September 2010 - January 2012
Job Associate Financial Planning & Analysis at HCP
Industry Real Estate
Experience
HCP March 2013 - Present
Scripps Health January 2012 - March 2013
LPL Financial September 2010 - January 2012
LPL Financial January 2008 - September 2010
Thimbleton Embroidery July 2006 - December 2007
San Diego's Choice Entertainment March 2006 - April 2007
Skills
Finance, Financial Analysis, Microsoft Excel, Data Analysis, Microsoft Office, Corporate Finance, CRM, Financial Services, PowerPoint, Project Management, Access, Process Improvement, Program Management, Business Development, Microsoft Word, Customer Service, Financial Modeling, Start-ups, Outlook, Budgets, Software Documentation, Financial Reporting, Business Strategy, Real Estate, Commercial Real Estate, MRI Software, Capital Budgeting, Working Capital..., Lawson General Ledger, Capital Allocation, Financial Forecasting, Forecasting
Education
University of California, San Diego 2003 — 2007
B.S., Management Science, Philosophy
HCP March 2013 - Present
Scripps Health January 2012 - March 2013
LPL Financial September 2010 - January 2012
LPL Financial January 2008 - September 2010
Thimbleton Embroidery July 2006 - December 2007
San Diego's Choice Entertainment March 2006 - April 2007
Skills
Finance, Financial Analysis, Microsoft Excel, Data Analysis, Microsoft Office, Corporate Finance, CRM, Financial Services, PowerPoint, Project Management, Access, Process Improvement, Program Management, Business Development, Microsoft Word, Customer Service, Financial Modeling, Start-ups, Outlook, Budgets, Software Documentation, Financial Reporting, Business Strategy, Real Estate, Commercial Real Estate, MRI Software, Capital Budgeting, Working Capital..., Lawson General Ledger, Capital Allocation, Financial Forecasting, Forecasting
Education
University of California, San Diego 2003 — 2007
B.S., Management Science, Philosophy
Darwin Aguilo, AIF's LPL Financial Experience May 2011 - Present
Job Investment Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2011 - Present
Mindful Living RCFE LLC January 2007 - May 2011
LPL Financial January 2000 - June 2006
Scudder Investments January 1999 - January 2000
Skills
Investments, Asset Management, Retirement, 401k, Series 7, Wealth Management, Retirement Planning, Securities, Investment Advisory, Alternative Investments, Investment Strategies, series 66, Variable Annuities, Fixed Index Annuities, Fixed Annuities, REIT, BDCs, MLP, Hedge Funds, Managed Futures, Private Equity, Uniform Combined State...
Education
University of California, San Diego 1995 — 1999
Bachelor of Science (BS), Business Management
LPL Financial May 2011 - Present
Mindful Living RCFE LLC January 2007 - May 2011
LPL Financial January 2000 - June 2006
Scudder Investments January 1999 - January 2000
Skills
Investments, Asset Management, Retirement, 401k, Series 7, Wealth Management, Retirement Planning, Securities, Investment Advisory, Alternative Investments, Investment Strategies, series 66, Variable Annuities, Fixed Index Annuities, Fixed Annuities, REIT, BDCs, MLP, Hedge Funds, Managed Futures, Private Equity, Uniform Combined State...
Education
University of California, San Diego 1995 — 1999
Bachelor of Science (BS), Business Management
Atissa Rahmani's LPL Financial Experience 2004 - Present
Job Supervisor at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services October 2004 - Present
LPL Financial 2004 - Present
Education
University of California, San Diego 2001 — 2006
LPL Financial Services October 2004 - Present
LPL Financial 2004 - Present
Education
University of California, San Diego 2001 — 2006
Tia Rodriguez's LPL Financial Experience 2009 - 2011
Job Financial Services Sales Support and Design at Copperstone Partners
Industry Financial Services
Experience
Copperstone Partners January 2010 - Present
LPL Financial 2009 - 2011
Vivant January 2005 - December 2009
Sagemark Consulting March 1996 - December 2004
Skills
Life & Health Insurance..., Management, Training, Employee Benefits, Life Insurance, Customer Service, Financial Services, Investment Advisory, Insurance, Retirement Planning
Education
UC San Diego
Bachelor of Psychology, Minor in Management Science
Copperstone Partners January 2010 - Present
LPL Financial 2009 - 2011
Vivant January 2005 - December 2009
Sagemark Consulting March 1996 - December 2004
Skills
Life & Health Insurance..., Management, Training, Employee Benefits, Life Insurance, Customer Service, Financial Services, Investment Advisory, Insurance, Retirement Planning
Education
UC San Diego
Bachelor of Psychology, Minor in Management Science
Mandy Haponski's LPL Financial Experience January 2005 - September 2005
Job Frontend Web Design and Developer
Industry Internet
Experience
Unicast June 2010 - Present
University of Texas at Austin February 2010 - September 2010
BedandBreakfast.com February 2009 - May 2010
Proace Technology Services September 2008 - January 2009
FG SQUARED July 2006 - July 2008
Self Employed September 2005 - July 2006
LPL Financial January 2005 - September 2005
Education
University of California, San Diego 2002 — 2004
BA, Media Arts, Computing
Unicast June 2010 - Present
University of Texas at Austin February 2010 - September 2010
BedandBreakfast.com February 2009 - May 2010
Proace Technology Services September 2008 - January 2009
FG SQUARED July 2006 - July 2008
Self Employed September 2005 - July 2006
LPL Financial January 2005 - September 2005
Education
University of California, San Diego 2002 — 2004
BA, Media Arts, Computing
Larry Juarez's LPL Financial Experience October 2004 - March 2009
Job Project Manager Information Systems at Scripps Health
Industry Information Technology and Services
Experience
Scripps Health January 2012 - Present
The Active Network May 2010 - April 2011
LPL Financial October 2004 - March 2009
Hewlett-Packard November 2002 - October 2004
PacifiCare February 2002 - November 2002
MedImpact April 2001 - August 2001
Skills
PMI, PMBOK, PMP, PMO, Software Project..., Agile, Agile Project Management, Program Management, Offshore Project..., Full SDLC, SaaS, ROI development, Website Development, Software Implementation, ITIL, IT Operations, IT Management, Business Analysis, Business Intelligence, Business Objects, Onsite Management, Vendor Management, Technical Documentation, Microsoft Technologies, MS Project, MS Office Suite, Visio, Healthcare IT, JIRA, Process Improvement, Team Building, Contract Negotiation, SOW, CMMI, IT Service Management, Change Management, Scrum, Waterfall, Project Planning, Project Delivery, SDLC, Project Management, Software Development, Agile Methodologies, Microsoft Office, Project Portfolio..., Management, Databases, Analysis, Data Warehousing
Education
University of Phoenix
M.B.A.
University of California, San Diego
B.A.
Scripps Health January 2012 - Present
The Active Network May 2010 - April 2011
LPL Financial October 2004 - March 2009
Hewlett-Packard November 2002 - October 2004
PacifiCare February 2002 - November 2002
MedImpact April 2001 - August 2001
Skills
PMI, PMBOK, PMP, PMO, Software Project..., Agile, Agile Project Management, Program Management, Offshore Project..., Full SDLC, SaaS, ROI development, Website Development, Software Implementation, ITIL, IT Operations, IT Management, Business Analysis, Business Intelligence, Business Objects, Onsite Management, Vendor Management, Technical Documentation, Microsoft Technologies, MS Project, MS Office Suite, Visio, Healthcare IT, JIRA, Process Improvement, Team Building, Contract Negotiation, SOW, CMMI, IT Service Management, Change Management, Scrum, Waterfall, Project Planning, Project Delivery, SDLC, Project Management, Software Development, Agile Methodologies, Microsoft Office, Project Portfolio..., Management, Databases, Analysis, Data Warehousing
Education
University of Phoenix
M.B.A.
University of California, San Diego
B.A.
Burt Julio's LPL Financial Experience 2005 - 2007
Job Director of Strategic Operations
Industry Entertainment
Experience
Digital Domain Holdings December 2014 - Present
BJCC PRODUCTIONS LLC January 2013 - Present
Bit Theory International Ltd May 2012 - June 2014
Legend 3D August 2005 - June 2012
LPL Financial 2005 - 2007
Musicmatch June 1998 - February 2003
Lightspan Studios 1994 - 2000
City of San Diego Juvenile Court Schools May 1994 - September 1994
AFT, American Film Technology August 1987 - February 1991
Skills
Animation, User Experience, Post Production, Visual Effects, Business Development, User Interface Design, Management, Video Games, Marketing, Project Management, Business Strategy, Commercials, Training, Strategic Planning, Computer Graphics
Education
University of California, San Diego
Digital Domain Holdings December 2014 - Present
BJCC PRODUCTIONS LLC January 2013 - Present
Bit Theory International Ltd May 2012 - June 2014
Legend 3D August 2005 - June 2012
LPL Financial 2005 - 2007
Musicmatch June 1998 - February 2003
Lightspan Studios 1994 - 2000
City of San Diego Juvenile Court Schools May 1994 - September 1994
AFT, American Film Technology August 1987 - February 1991
Skills
Animation, User Experience, Post Production, Visual Effects, Business Development, User Interface Design, Management, Video Games, Marketing, Project Management, Business Strategy, Commercials, Training, Strategic Planning, Computer Graphics
Education
University of California, San Diego
Alex Kagan's LPL Financial Experience 2006 - Present
Job Sr. Systems Administrator at Kaiser Permanente
Industry Health, Wellness and Fitness
Experience
LPL Financial Services Sr. Systems AdministratorKaiser PermanenteJune 2011 - Present
LPL Financial 2006 - Present
Skills
Project Management, SQL, SDLC, Process Improvement, Microsoft SQL Server, Agile Methodologies, SharePoint, Visio, Software Development, Vendor Management, Disaster Recovery, Requirements Analysis, Enterprise Architecture, Software Project..., IT Strategy, ITIL, Technical Support, Integration
Education
University of California, San Diego 2002 — 2006
LPL Financial Services Sr. Systems AdministratorKaiser PermanenteJune 2011 - Present
LPL Financial 2006 - Present
Skills
Project Management, SQL, SDLC, Process Improvement, Microsoft SQL Server, Agile Methodologies, SharePoint, Visio, Software Development, Vendor Management, Disaster Recovery, Requirements Analysis, Enterprise Architecture, Software Project..., IT Strategy, ITIL, Technical Support, Integration
Education
University of California, San Diego 2002 — 2006
Marcus de Barros's LPL Financial Experience May 2009 - March 2010
Job Software Development Leader at ResMed
Industry Information Technology and Services
Experience
ResMed August 2013 - Present
Tech4Learning March 2010 - January 2013
LPL Financial May 2009 - March 2010
Intuit January 2004 - October 2008
Intuit April 2001 - April 2004
Intuit April 1998 - April 2001
Altris Software December 1996 - April 1998
Altris April 1994 - December 1996
Skills
Scrum, Software Development, Agile Methodologies, Software Engineering, SaaS, Testing
Education
University of California, San Diego
BS, Computer Science
ResMed August 2013 - Present
Tech4Learning March 2010 - January 2013
LPL Financial May 2009 - March 2010
Intuit January 2004 - October 2008
Intuit April 2001 - April 2004
Intuit April 1998 - April 2001
Altris Software December 1996 - April 1998
Altris April 1994 - December 1996
Skills
Scrum, Software Development, Agile Methodologies, Software Engineering, SaaS, Testing
Education
University of California, San Diego
BS, Computer Science
Ray Mitchell's LPL Financial Experience January 2006 - August 2008
Job Director of Software Engineering at Fairway Technologies
Industry Information Technology and Services
Experience
PayPal / Bill Me Later January 2009 - Present
UC San Diego Extension May 2006 - Present
Fairway Technologies January 2005 - Present
LPL Financial January 2006 - August 2008
Vistage International January 2005 - January 2006
Inventrum, LLC dba Safe2Drive November 2004 - January 2005
Indyme Solutions November 2002 - November 2004
Intuit, Inc October 2000 - October 2002
NCR March 1997 - November 1998
Education
University of California, San Diego 1995 — 2004
B.S., Computer Science
PayPal / Bill Me Later January 2009 - Present
UC San Diego Extension May 2006 - Present
Fairway Technologies January 2005 - Present
LPL Financial January 2006 - August 2008
Vistage International January 2005 - January 2006
Inventrum, LLC dba Safe2Drive November 2004 - January 2005
Indyme Solutions November 2002 - November 2004
Intuit, Inc October 2000 - October 2002
NCR March 1997 - November 1998
Education
University of California, San Diego 1995 — 2004
B.S., Computer Science
Grace Bearis CSM, CSPO's LPL Financial Experience October 2012 - September 2013
Job Technical Project Manager at MedImpact Healthcare Systems, Inc.
Industry Computer Software
Experience
MedImpact Healthcare Systems, Inc. September 2013 - Present
LPL Financial October 2012 - September 2013
Intuit October 2011 - September 2012
Intuit August 2009 - October 2011
Intuit August 1999 - August 2009
Intuit July 1992 - August 1999
Systems Exploration Inc August 1988 - June 1992
IBA, Inc September 1984 - August 1988
Skills
Lean Six Sigma, Process Excellence, Kaizen Leadership, Six Sigma Green Belt, BPMN, UML, Business Process Mapping, Requirements Analysis, SDLC, Agile Methodologies, Scrum, Software Development, Testing, Perforce, Training, Training Facilitation, Delivering Workshops, Continuous Improvement, Six Sigma, Business Analysis, Agile Project Management, Process Improvement, Program Management, Visio, Quality Assurance, Project Management, Strategy, Requirements Gathering, Writing, Change Management, Software Project..., Leadership, Disaster Recovery, Cross-functional Team..., Management, Analysis
Education
University of California, San Diego 1980 — 1985
BA, Economics
MedImpact Healthcare Systems, Inc. September 2013 - Present
LPL Financial October 2012 - September 2013
Intuit October 2011 - September 2012
Intuit August 2009 - October 2011
Intuit August 1999 - August 2009
Intuit July 1992 - August 1999
Systems Exploration Inc August 1988 - June 1992
IBA, Inc September 1984 - August 1988
Skills
Lean Six Sigma, Process Excellence, Kaizen Leadership, Six Sigma Green Belt, BPMN, UML, Business Process Mapping, Requirements Analysis, SDLC, Agile Methodologies, Scrum, Software Development, Testing, Perforce, Training, Training Facilitation, Delivering Workshops, Continuous Improvement, Six Sigma, Business Analysis, Agile Project Management, Process Improvement, Program Management, Visio, Quality Assurance, Project Management, Strategy, Requirements Gathering, Writing, Change Management, Software Project..., Leadership, Disaster Recovery, Cross-functional Team..., Management, Analysis
Education
University of California, San Diego 1980 — 1985
BA, Economics
Lee Lipman's LPL Financial Experience September 2007 - Present
Job Client Operations Analyst
Industry Financial Services
Experience
LPL Financial September 2007 - Present
R.A. Snyder Properties May 2004 - 2010
Davidson Communities March 2005 - January 2007
Newgen Results Inc March 2003 - January 2005
WorldComTelecom September 1999 - October 2002
Education
University of California, San Diego 1993 — 1996
Bachelor's, Literatures in English
LPL Financial September 2007 - Present
R.A. Snyder Properties May 2004 - 2010
Davidson Communities March 2005 - January 2007
Newgen Results Inc March 2003 - January 2005
WorldComTelecom September 1999 - October 2002
Education
University of California, San Diego 1993 — 1996
Bachelor's, Literatures in English
Peter Chon's LPL Financial Experience July 2003 - January 2009
Job Lead Frontend Designer/Developer at Illumina
Industry Internet
Experience
Illumina July 2014 - Present
Humana June 2013 - July 2014
Roambi January 2013 - June 2013
Anonymizer, Inc. December 2009 - January 2013
UC San Diego July 2009 - December 2009
LPL Financial July 2003 - January 2009
United States Marine Corps May 1995 - May 1999
Skills
HTML 5, JavaScript, CSS, Subversion, PHP, jQuery, Web Design, Perl, MySQL, CSS3, Git, WordPress, Web Development, Graphic Design, Apache, User Experience, Python, Ruby, Agile Methodologies, HTML/XML, Advanced CSS, Adobe Creative Suite, Video Production, Motion Graphics, Photography, Illustrator, Flash, HTML5, Backbone.js, Web Applications, XHTML, Template Toolkit, Mason, Plone, Concrete5, Drupal, Final Cut Pro, 3D animation, Maya, 3D Studio Max, Vector Illustration, Korean, CMS, svn, Front-end, AEM, Scrum
Education
University of California, San Diego 2007 — 2009
Certification, Graphic Design, Web Development
Illumina July 2014 - Present
Humana June 2013 - July 2014
Roambi January 2013 - June 2013
Anonymizer, Inc. December 2009 - January 2013
UC San Diego July 2009 - December 2009
LPL Financial July 2003 - January 2009
United States Marine Corps May 1995 - May 1999
Skills
HTML 5, JavaScript, CSS, Subversion, PHP, jQuery, Web Design, Perl, MySQL, CSS3, Git, WordPress, Web Development, Graphic Design, Apache, User Experience, Python, Ruby, Agile Methodologies, HTML/XML, Advanced CSS, Adobe Creative Suite, Video Production, Motion Graphics, Photography, Illustrator, Flash, HTML5, Backbone.js, Web Applications, XHTML, Template Toolkit, Mason, Plone, Concrete5, Drupal, Final Cut Pro, 3D animation, Maya, 3D Studio Max, Vector Illustration, Korean, CMS, svn, Front-end, AEM, Scrum
Education
University of California, San Diego 2007 — 2009
Certification, Graphic Design, Web Development
Scott Corr's LPL Financial Experience May 2011 - June 2012
Job Information Officer at AIG
Industry Information Technology and Services
Experience
AIG July 2012 - Present
LPL Financial May 2011 - June 2012
Radian Asset Assurance Inc. January 2008 - December 2010
Radian Asset Assurance Inc. January 2005 - January 2008
Radian Asset Assurance Inc. May 2003 - January 2005
The Blackstone Group January 2002 - January 2003
UBS Investment Bank May 1999 - September 2001
Skills
Team Leadership, Organizational..., Customer Satisfaction, Software Project..., Project Portfolio..., PMP, Process Management, Program Management, Process Improvement, Internal Communications, Change Management, Disaster Recovery, Compliance Audits, Software Quality..., SDLC, Training &..., Virtual Teams, Help Desk Management, Citrix, Marimba, RSA Security, Microsoft Office 2007, Desktop Support, Windows, Word, Excel, PowerPoint, MS Project, Conflict Resolution, Technical Support, Management, Microsoft Excel, Leadership
Education
University of California, San Diego 1991 — 1995
BA, Liberal Arts
Monta Vista High School 1987 — 1991
AIG July 2012 - Present
LPL Financial May 2011 - June 2012
Radian Asset Assurance Inc. January 2008 - December 2010
Radian Asset Assurance Inc. January 2005 - January 2008
Radian Asset Assurance Inc. May 2003 - January 2005
The Blackstone Group January 2002 - January 2003
UBS Investment Bank May 1999 - September 2001
Skills
Team Leadership, Organizational..., Customer Satisfaction, Software Project..., Project Portfolio..., PMP, Process Management, Program Management, Process Improvement, Internal Communications, Change Management, Disaster Recovery, Compliance Audits, Software Quality..., SDLC, Training &..., Virtual Teams, Help Desk Management, Citrix, Marimba, RSA Security, Microsoft Office 2007, Desktop Support, Windows, Word, Excel, PowerPoint, MS Project, Conflict Resolution, Technical Support, Management, Microsoft Excel, Leadership
Education
University of California, San Diego 1991 — 1995
BA, Liberal Arts
Monta Vista High School 1987 — 1991
Nick Hillman, CFP®, AIF®'s LPL Financial Experience January 2014 - Present
Job Regional Advisory Consultant
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial April 2012 - December 2013
LPL Financial August 2010 - April 2012
LPL July 2006 - July 2010
Tax & Financial Group 2004 - 2006
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Alternative Investments, ETFs, Strategic Financial..., Fixed Annuities, Securities, Asset Managment, Portfolio Management, Investment Advisory, Investment Strategies, Asset Allocation, Asset Management, Finance, Financial Advisory, Series 65, Retirement, FINRA, Equities, Financial Services, Separately Managed..., Series 24
Education
University of California, San Diego 2002 — 2004
BS, Economics
LPL Financial January 2014 - Present
LPL Financial April 2012 - December 2013
LPL Financial August 2010 - April 2012
LPL July 2006 - July 2010
Tax & Financial Group 2004 - 2006
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Alternative Investments, ETFs, Strategic Financial..., Fixed Annuities, Securities, Asset Managment, Portfolio Management, Investment Advisory, Investment Strategies, Asset Allocation, Asset Management, Finance, Financial Advisory, Series 65, Retirement, FINRA, Equities, Financial Services, Separately Managed..., Series 24
Education
University of California, San Diego 2002 — 2004
BS, Economics
Anthony Valeri's LPL Financial Experience
Job SVP Fixed Income Research at LPL Financial
Industry Financial Services
Experience
LPL Financial
Skills
Alternative Investments, Wealth Management, Mutual Funds, Fixed Income, Investment Advisory, Asset Management, Series 7, Asset Allocation, Retirement Planning, Portfolio Management, Securities, Investments, Series 63, Investment Strategies, FINRA, Equities, Strategic Financial..., Financial Planning
Education
University of California, San Diego 1988 — 1992
BA, Economics
UCSD - BA Economics
LPL Financial
Skills
Alternative Investments, Wealth Management, Mutual Funds, Fixed Income, Investment Advisory, Asset Management, Series 7, Asset Allocation, Retirement Planning, Portfolio Management, Securities, Investments, Series 63, Investment Strategies, FINRA, Equities, Strategic Financial..., Financial Planning
Education
University of California, San Diego 1988 — 1992
BA, Economics
UCSD - BA Economics
Alfred J. Keyser's LPL Financial Experience September 2009 - Present
Job Financial Consultant, LPL Financial
Industry Financial Services
Experience
LPL Financial September 2009 - Present
Wachovia Securities Financial Network December 2001 - 2008
Morgan Stanley April 1992 - December 2001
Skills
Retirement, Retirement Planning, IRAs, Investment Advisory, 401k, Fixed Annuities, Wealth Management, Mutual Funds, Series 7(through lpl..., Series 63 Through LPL..., Series 65 Through LPL..., Series 24 Throuugh LPL...
Education
University of California, Santa Barbara
B.A., Liberal Arts
LPL Financial September 2009 - Present
Wachovia Securities Financial Network December 2001 - 2008
Morgan Stanley April 1992 - December 2001
Skills
Retirement, Retirement Planning, IRAs, Investment Advisory, 401k, Fixed Annuities, Wealth Management, Mutual Funds, Series 7(through lpl..., Series 63 Through LPL..., Series 65 Through LPL..., Series 24 Throuugh LPL...
Education
University of California, Santa Barbara
B.A., Liberal Arts
Arty Hernandez's LPL Financial Experience January 2011 - Present
Job Associate Services Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2011 - Present
Chili's January 2009 - January 2011
Barona Resort & Casino January 2007 - July 2010
Skills
Strategic Planning, Microsoft Excel, Event Management, Social Media, Social Media Marketing, Microsoft Office, Management, Sales, Leadership, Event Planning, Financial Analysis, Marketing, Public Speaking, Customer Service
Education
University of California, Santa Barbara 2001 — 2005
Bachelors, History
LPL Financial January 2011 - Present
Chili's January 2009 - January 2011
Barona Resort & Casino January 2007 - July 2010
Skills
Strategic Planning, Microsoft Excel, Event Management, Social Media, Social Media Marketing, Microsoft Office, Management, Sales, Leadership, Event Planning, Financial Analysis, Marketing, Public Speaking, Customer Service
Education
University of California, Santa Barbara 2001 — 2005
Bachelors, History
Andrew Micheletti's LPL Financial Experience September 1990 - August 1997
Job Executive Vice President and Chief Financial Officer at BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank April 2001 - Present
Telespectrum 1997 - 2001
LPL Financial September 1990 - August 1997
Skills
Financial Analysis, Finance, Due Diligence, Investments, Financial Modeling, Banking, Portfolio Management, Asset Management, Valuation, Risk Management
Education
San Diego State University 1977 — 1980
Bachelor of Science (BS), Accounting
University of California, San Diego 1975 — 1977
BofI Federal Bank April 2001 - Present
Telespectrum 1997 - 2001
LPL Financial September 1990 - August 1997
Skills
Financial Analysis, Finance, Due Diligence, Investments, Financial Modeling, Banking, Portfolio Management, Asset Management, Valuation, Risk Management
Education
San Diego State University 1977 — 1980
Bachelor of Science (BS), Accounting
University of California, San Diego 1975 — 1977
Edna Wallace's LPL Financial Experience 2005 - 2005
Job Senior Marketing Associate at GlobeFlex Capital
Industry Financial Services
Experience
GlobeFlex Capital 2006 - Present
TechnoCom Corporation 2005 - 2006
LPL Financial 2005 - 2005
Nicholas Applegate 2000 - 2003
Nicholas Applegate 1998 - 2000
Nicholas Applegate 1997 - 1998
Nicholas Applegate 1996 - 1997
American Express Financial Advisors 1993 - 1996
Skills
CRM, Email Marketing, Marketing Communications
Education
University of California, San Diego 1992 — 1994
Bachelor of Arts (B.A.), Political Science and Government
University of California, San Diego 1992 — 1994
Certificate in Financial Management
GlobeFlex Capital 2006 - Present
TechnoCom Corporation 2005 - 2006
LPL Financial 2005 - 2005
Nicholas Applegate 2000 - 2003
Nicholas Applegate 1998 - 2000
Nicholas Applegate 1997 - 1998
Nicholas Applegate 1996 - 1997
American Express Financial Advisors 1993 - 1996
Skills
CRM, Email Marketing, Marketing Communications
Education
University of California, San Diego 1992 — 1994
Bachelor of Arts (B.A.), Political Science and Government
University of California, San Diego 1992 — 1994
Certificate in Financial Management
Fanny Fridlander's LPL Financial Experience January 2012 - February 2014
Job Customer Support Engineer II, Cisco
Industry Information Technology and Services
Experience
Cisco August 2015 - Present
MaintenanceNet May 2014 - Present
MaintenanceNet February 2014 - May 2014
LPL Financial January 2012 - February 2014
LPL March 2010 - January 2012
Locallife, San Diego Inc. June 2009 - August 2009
Skills
Financial Analysis, Data Analysis, Access, Accounting, Leadership, Financial Modeling, Microsoft Excel, Process Improvement, SQL, Databases, Management, Competitive Analysis, Customer Service, Investments, Asset Management, Business Analysis, Marketing, Accounts Receivable, Microsoft Office, Business Process..., Account Reconciliation, Quality Assurance, PowerPoint, Strategic Planning, Microsoft Word, Team Building, Business Planning, Valuation, Strategic Financial..., Oracle, Mutual Funds, Series 7, Microsoft SQL Server, XPATH, MongoDB
Education
UCSD Extension 2012 — 2013
Courses
University of California, San Diego 2006 — 2008
Bachelors of Science
Cisco August 2015 - Present
MaintenanceNet May 2014 - Present
MaintenanceNet February 2014 - May 2014
LPL Financial January 2012 - February 2014
LPL March 2010 - January 2012
Locallife, San Diego Inc. June 2009 - August 2009
Skills
Financial Analysis, Data Analysis, Access, Accounting, Leadership, Financial Modeling, Microsoft Excel, Process Improvement, SQL, Databases, Management, Competitive Analysis, Customer Service, Investments, Asset Management, Business Analysis, Marketing, Accounts Receivable, Microsoft Office, Business Process..., Account Reconciliation, Quality Assurance, PowerPoint, Strategic Planning, Microsoft Word, Team Building, Business Planning, Valuation, Strategic Financial..., Oracle, Mutual Funds, Series 7, Microsoft SQL Server, XPATH, MongoDB
Education
UCSD Extension 2012 — 2013
Courses
University of California, San Diego 2006 — 2008
Bachelors of Science
Brian Hioe's LPL Financial Experience April 2012 - Present
Job Client Service Associate / Associate Service Consultant at LPL Financial Services
Industry Financial Services
Experience
LPL Financial April 2012 - Present
LPL Financial April 2011 - April 2012
LPL Financial September 2004 - March 2011
Skills
Financial Reporting, Customer Service, Portfolio Management, Microsoft Excel, Program Management, Financial Services, Customer Satisfaction, Microsoft Office, Cost Basis Reporting, Financial Statement..., Financial Statement..., Account Reconciliation, Tax Reporting, Finance, Data Analysis, Investments, Microsoft Word, Financial Advisory, Risk Management
Education
University of California, San Diego 2002 — 2004
Bachelor of Science (B.S.), Management Science
University of California, San Diego 2002 — 2004
Bachelor of Science (B.S.), Management Science / Economics
LPL Financial April 2012 - Present
LPL Financial April 2011 - April 2012
LPL Financial September 2004 - March 2011
Skills
Financial Reporting, Customer Service, Portfolio Management, Microsoft Excel, Program Management, Financial Services, Customer Satisfaction, Microsoft Office, Cost Basis Reporting, Financial Statement..., Financial Statement..., Account Reconciliation, Tax Reporting, Finance, Data Analysis, Investments, Microsoft Word, Financial Advisory, Risk Management
Education
University of California, San Diego 2002 — 2004
Bachelor of Science (B.S.), Management Science
University of California, San Diego 2002 — 2004
Bachelor of Science (B.S.), Management Science / Economics
Caros Duong's LPL Financial Experience May 2010 - August 2011
Job FP&A
Industry Computer Networking
Matthew Truebe's LPL Financial Experience June 2006 - June 2010
Job Frequency Networks Inc
Industry Entertainment
Experience
Frequency Networks Inc December 2013 - Present
Red Bull October 2012 - November 2013
Red Bull April 2011 - October 2012
Enly, Inc June 2010 - August 2011
Sapphire Technologies June 2010 - April 2011
LPL Financial June 2006 - June 2010
Skills
Program Management, Project Management, Business Analysis, Business Intelligence, Microsoft SQL Server, Data Modeling, SQL, MySQL, ETL, Leadership, C#, Process Improvement, Software Documentation, Enterprise Software, VBA, Access, Strategy, jQuery, PHP, VB.NET, Java, Informatica, Project Planning, Mobile Applications, SAP, Oracle SQL, SQL Server, Python, Business Process..., Process Mapping, Application Design, Technical Architecture, IT Project & Program..., Budget Monitoring, IT Business Strategy, Technology Roadmapping, SAP MDM, SAP BI, SAP CRM, Software Design
Education
University of California, San Diego
Frequency Networks Inc December 2013 - Present
Red Bull October 2012 - November 2013
Red Bull April 2011 - October 2012
Enly, Inc June 2010 - August 2011
Sapphire Technologies June 2010 - April 2011
LPL Financial June 2006 - June 2010
Skills
Program Management, Project Management, Business Analysis, Business Intelligence, Microsoft SQL Server, Data Modeling, SQL, MySQL, ETL, Leadership, C#, Process Improvement, Software Documentation, Enterprise Software, VBA, Access, Strategy, jQuery, PHP, VB.NET, Java, Informatica, Project Planning, Mobile Applications, SAP, Oracle SQL, SQL Server, Python, Business Process..., Process Mapping, Application Design, Technical Architecture, IT Project & Program..., Budget Monitoring, IT Business Strategy, Technology Roadmapping, SAP MDM, SAP BI, SAP CRM, Software Design
Education
University of California, San Diego
Leon Ying's LPL Financial Experience February 2015 - Present
Job Product Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2015 - Present
LPL Financial September 2013 - February 2015
LPL Financial June 2012 - September 2013
UC San Diego Health System June 2011 - October 2012
UCSD Future Business Leaders of America June 2011 - June 2012
SagePoint Financial May 2011 - November 2011
UCSD Future Business Leaders of America May 2010 - June 2011
General Ecom Corporation October 2009 - April 2011
Skills
PowerPoint, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Research, Accounting, Financial Reporting, Public Speaking, Customer Service, Social Media, Mandarin, Social Media Marketing, English, Adobe Creative Suite, Marketing, Public Relations, Stata, Team Leadership, Spanish-speaking, Analysis, Finance, Outlook, Leadership, Spanish, Data Analysis, Economics, Time Management
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (BS), Management Science
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Psychology
UCSD Rady School of Management 2011 — 2012
Management Coursework, Business Administration, Management and Operations
UCSD Extension 2011 — 2012
Japanese Coursework, Foreign Languages and Literatures, General
Rowland High School 2005 — 2008
IB (International Baccalaureate) Diploma, English Language and Literature/Letters, Mathematics, History, Biology, Spanish, Theatre Arts
LPL Financial February 2015 - Present
LPL Financial September 2013 - February 2015
LPL Financial June 2012 - September 2013
UC San Diego Health System June 2011 - October 2012
UCSD Future Business Leaders of America June 2011 - June 2012
SagePoint Financial May 2011 - November 2011
UCSD Future Business Leaders of America May 2010 - June 2011
General Ecom Corporation October 2009 - April 2011
Skills
PowerPoint, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Research, Accounting, Financial Reporting, Public Speaking, Customer Service, Social Media, Mandarin, Social Media Marketing, English, Adobe Creative Suite, Marketing, Public Relations, Stata, Team Leadership, Spanish-speaking, Analysis, Finance, Outlook, Leadership, Spanish, Data Analysis, Economics, Time Management
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (BS), Management Science
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Psychology
UCSD Rady School of Management 2011 — 2012
Management Coursework, Business Administration, Management and Operations
UCSD Extension 2011 — 2012
Japanese Coursework, Foreign Languages and Literatures, General
Rowland High School 2005 — 2008
IB (International Baccalaureate) Diploma, English Language and Literature/Letters, Mathematics, History, Biology, Spanish, Theatre Arts
Julie Chim's LPL Financial Experience August 2012 - Present
Job AVP, Business Systems at LPL Financial
Industry Investment Management
Experience
LPL Financial August 2012 - Present
Brandes Investment Partners April 2005 - August 2012
Denso Wireless System of America November 2004 - April 2005
Sony Electronics December 2000 - July 2003
NCR Corporation June 2000 - December 2000
San Diego Unified School District September 1996 - March 2000
Skills
Quality Assurance, SharePoint, Business Process..., Visio, SDLC, SSRS, Business Analysis, Agile Methodologies, Requirements Analysis, Process Improvement, Business Intelligence, Software Project..., Microsoft SQL Server, Data Warehousing, Program Management, Access, MS Project, Equities, Data Analysis, Databases, SSIS, Integration, T-SQL, Testing, Disaster Recovery, Business Process..., Investment Management, User Acceptance Testing, Securities, ETL, TFS, Scrum, IT Management, Software Development, Vendor Management, ASP.NET, Database Design, Project Management, Mutual Funds, Visual Studio, Data Modeling, Quality Center, Unix, C#, Analysis, .NET, Software Documentation, SQL, CRM, Project Portfolio...
Education
Certified Scrum Master
Certified Scrum Product Owner
University of California, San Diego
BS, Communication
LPL Financial August 2012 - Present
Brandes Investment Partners April 2005 - August 2012
Denso Wireless System of America November 2004 - April 2005
Sony Electronics December 2000 - July 2003
NCR Corporation June 2000 - December 2000
San Diego Unified School District September 1996 - March 2000
Skills
Quality Assurance, SharePoint, Business Process..., Visio, SDLC, SSRS, Business Analysis, Agile Methodologies, Requirements Analysis, Process Improvement, Business Intelligence, Software Project..., Microsoft SQL Server, Data Warehousing, Program Management, Access, MS Project, Equities, Data Analysis, Databases, SSIS, Integration, T-SQL, Testing, Disaster Recovery, Business Process..., Investment Management, User Acceptance Testing, Securities, ETL, TFS, Scrum, IT Management, Software Development, Vendor Management, ASP.NET, Database Design, Project Management, Mutual Funds, Visual Studio, Data Modeling, Quality Center, Unix, C#, Analysis, .NET, Software Documentation, SQL, CRM, Project Portfolio...
Education
Certified Scrum Master
Certified Scrum Product Owner
University of California, San Diego
BS, Communication
Michael Cortina's LPL Financial Experience April 2005 - September 2007
Job Financial Advisor at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers November 2012 - Present
Fisher Investments October 2011 - September 2012
TD Ameritrade October 2009 - August 2011
First Regional Bank September 2007 - October 2009
LPL Financial April 2005 - September 2007
Skills
FINRA Series 7, FINRA Series 66, Wealth Accumulation, Equities, Alternative Investments, Stocks, Derivatives, Options, Sales Management, Mutual Funds, Uniform Combined State..., Options Strategies, Separately Managed..., Securities, Series 7, Valuation, Asset Allocation, Investments, FINRA
Education
UCSD 2001 — 2005
Economics, Management Science
Interactive Brokers November 2012 - Present
Fisher Investments October 2011 - September 2012
TD Ameritrade October 2009 - August 2011
First Regional Bank September 2007 - October 2009
LPL Financial April 2005 - September 2007
Skills
FINRA Series 7, FINRA Series 66, Wealth Accumulation, Equities, Alternative Investments, Stocks, Derivatives, Options, Sales Management, Mutual Funds, Uniform Combined State..., Options Strategies, Separately Managed..., Securities, Series 7, Valuation, Asset Allocation, Investments, FINRA
Education
UCSD 2001 — 2005
Economics, Management Science
Afam Egbochuku's LPL Financial Experience November 2006 - July 2010
Job Commodities Analyst at RBS Sempra Commodities
Industry Financial Services
Experience
Sempra Energy Solutions July 2010 - Present
LPL Financial November 2006 - July 2010
Skills
Risk Management, Financial Modeling, Financial Analysis, Options
Education
University of California, San Diego 2003 — 2006
Bachelors, Applied Mathematics
Sempra Energy Solutions July 2010 - Present
LPL Financial November 2006 - July 2010
Skills
Risk Management, Financial Modeling, Financial Analysis, Options
Education
University of California, San Diego 2003 — 2006
Bachelors, Applied Mathematics
Ben Rozema's LPL Financial Experience March 2010 - January 2011
Job Assistant Product Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance November 2013 - Present
Farmers Insurance August 2011 - November 2013
Eureka Review September 2007 - July 2011
LPL Financial March 2010 - January 2011
Best Rank 2009 - 2010
Skills
Insurance, Property & Casualty..., Actuarial Science, Commercial Insurance, Data Analysis, Access, Microsoft Excel
Education
University of California, San Diego 2008 — 2010
Bachelor of Science (B.S.), Management Science
University of California, San Diego
B.S., Management Science
Farmers Insurance November 2013 - Present
Farmers Insurance August 2011 - November 2013
Eureka Review September 2007 - July 2011
LPL Financial March 2010 - January 2011
Best Rank 2009 - 2010
Skills
Insurance, Property & Casualty..., Actuarial Science, Commercial Insurance, Data Analysis, Access, Microsoft Excel
Education
University of California, San Diego 2008 — 2010
Bachelor of Science (B.S.), Management Science
University of California, San Diego
B.S., Management Science
Jeffrey Collins's LPL Financial Experience September 2009 - May 2011
Job Sr. Account Executive
Industry Computer Software
Experience
salesforce.com February 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group December 2011 - December 2012
TD Ameritrade 2012 - 2012
Salesforce.com May 2011 - December 2011
LPL Financial September 2009 - May 2011
Prudential Financial October 2007 - August 2009
Pacific Life February 2006 - October 2007
Federated Investors August 2004 - February 2006
Pacific Life September 1999 - July 2004
Skills
Investment Strategies, Mutual Funds, Investment Vehicles, ETFs, Capital Markets, Asset Managment, Asset Allocation, Public Speaking, High-Impact Sales..., Asset Management..., Investment Advisory, Enterprise Technology..., Cloud Applications, Series 7, Life Insurance, Variable Annuities, Asset Management, Fixed Annuities, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Financial Advisory, Investments, Financial Services, Securities, 401k, Retirement, Venture Capital, Separately Managed..., Investment Management, IRAs, Salesforce.com, Relationship Management, Bonds, Portfolio Management, Equities, Wealth, Fixed Income, Business Development, Wealth Management..., Bloomberg, Private Equity
Education
University of California, Santa Barbara 1996 — 2000
BA, Political Science
salesforce.com February 2013 - Present
Sammons Retirement Solutions, a member of Sammons Financial Group December 2011 - December 2012
TD Ameritrade 2012 - 2012
Salesforce.com May 2011 - December 2011
LPL Financial September 2009 - May 2011
Prudential Financial October 2007 - August 2009
Pacific Life February 2006 - October 2007
Federated Investors August 2004 - February 2006
Pacific Life September 1999 - July 2004
Skills
Investment Strategies, Mutual Funds, Investment Vehicles, ETFs, Capital Markets, Asset Managment, Asset Allocation, Public Speaking, High-Impact Sales..., Asset Management..., Investment Advisory, Enterprise Technology..., Cloud Applications, Series 7, Life Insurance, Variable Annuities, Asset Management, Fixed Annuities, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Financial Advisory, Investments, Financial Services, Securities, 401k, Retirement, Venture Capital, Separately Managed..., Investment Management, IRAs, Salesforce.com, Relationship Management, Bonds, Portfolio Management, Equities, Wealth, Fixed Income, Business Development, Wealth Management..., Bloomberg, Private Equity
Education
University of California, Santa Barbara 1996 — 2000
BA, Political Science
Kevin Szeto's LPL Financial Experience October 2014 - Present
Job Data Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
CDI Corporation 2015 - 2015
CDI Corporation 2015 - 2015
Event Network October 2013 - December 2013
Patina Restaurant Group August 2012 - June 2013
OrderUp Digital Marketing September 2011 - June 2012
OrderUp Digital Marketing April 2011 - June 2012
Bump Network, Inc June 2011 - September 2011
Skills
Online Advertising, SEO, Google Analytics, PPC, Google Adwords, Market Research, SEM, Accounting, Microsoft Excel, Social Media Marketing, Marketing, Accounts Payable, Social Media, Marketing Strategy, Email Marketing, Accounts Receivable
Education
University of California, San Diego 2008 — 2010
B.A., Economics
UCSD Extension 2010 — 2011
Marketing Certificate, Marketing
LPL Financial October 2014 - Present
CDI Corporation 2015 - 2015
CDI Corporation 2015 - 2015
Event Network October 2013 - December 2013
Patina Restaurant Group August 2012 - June 2013
OrderUp Digital Marketing September 2011 - June 2012
OrderUp Digital Marketing April 2011 - June 2012
Bump Network, Inc June 2011 - September 2011
Skills
Online Advertising, SEO, Google Analytics, PPC, Google Adwords, Market Research, SEM, Accounting, Microsoft Excel, Social Media Marketing, Marketing, Accounts Payable, Social Media, Marketing Strategy, Email Marketing, Accounts Receivable
Education
University of California, San Diego 2008 — 2010
B.A., Economics
UCSD Extension 2010 — 2011
Marketing Certificate, Marketing
Sonia Doyle's LPL Financial Experience May 2006 - December 2009
Job Clinical Trial Assistant at Polaris Pharmaceuticals Inc
Industry Research
Experience
Polaris Pharmaceuticals February 2015 - Present
AMN Healthcare October 2010 - February 2015
LPL Financial May 2006 - December 2009
The Corky McMillin Companies September 2004 - May 2006
Skills
Healthcare, Hospitals, Patient Safety, Healthcare Management, Healthcare Information..., Process Improvement, Customer Service, Compliance Review, Microsoft Office, Performance Management
Education
University of California, San Diego
UC San Diego Specialized Certification in Clinical Trial Administration
Polaris Pharmaceuticals February 2015 - Present
AMN Healthcare October 2010 - February 2015
LPL Financial May 2006 - December 2009
The Corky McMillin Companies September 2004 - May 2006
Skills
Healthcare, Hospitals, Patient Safety, Healthcare Management, Healthcare Information..., Process Improvement, Customer Service, Compliance Review, Microsoft Office, Performance Management
Education
University of California, San Diego
UC San Diego Specialized Certification in Clinical Trial Administration
James Donegan's LPL Financial Experience July 2013 - November 2013
Job Assurance Staff at EY
Industry Accounting
Experience
EY January 2014 - Present
LPL Financial July 2013 - November 2013
San Diego Tax Credit Group August 2012 - July 2013
Republican Party of San Diego County July 2012 - November 2012
Freight Solution Providers (FSP) June 2008 - August 2008
Intel Corporation June 2007 - August 2007
Skills
Marketing, Sales, Campaigns, Data Collection, Research, Accounts Receivable, Income Tax, Writing, Microsoft Excel, Information Technology, Cold Calling, Financial Accounting, Business Development, California Enterprise..., Public Speaking, PowerPoint, Social Networking, Nonprofits, Time Management
Education
University of California, San Diego Extension 2012 — 2013
Accounting
University of California, San Diego 2010 — 2012
Bachelor of Arts (BA), Political Science and Government, Economics Minor
EY January 2014 - Present
LPL Financial July 2013 - November 2013
San Diego Tax Credit Group August 2012 - July 2013
Republican Party of San Diego County July 2012 - November 2012
Freight Solution Providers (FSP) June 2008 - August 2008
Intel Corporation June 2007 - August 2007
Skills
Marketing, Sales, Campaigns, Data Collection, Research, Accounts Receivable, Income Tax, Writing, Microsoft Excel, Information Technology, Cold Calling, Financial Accounting, Business Development, California Enterprise..., Public Speaking, PowerPoint, Social Networking, Nonprofits, Time Management
Education
University of California, San Diego Extension 2012 — 2013
Accounting
University of California, San Diego 2010 — 2012
Bachelor of Arts (BA), Political Science and Government, Economics Minor
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.