LPL Financial

Industry: Financial services company

Description

LPL 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
Robert B. Greene Robert B. Greene Los Angeles, California Details
Robert B. Greene's LPL Financial Experience October 2008 - Present
Job Partner at Full Spectrum Wealth
Industry Investment Management
Experience
Full Spectrum Wealth   2011 - Present
LPL Financial   October 2008 - Present
Tow Financial   November 2003 - October 2008
Allied Consulting Group   October 2000 - October 2003
WM Financial Services  January 1999 - October 2000
Griffin Financial Services  November 1998 - January 1999
Glenfed Brokerage Services   June 1986 - November 1998
Merrill Lynch  December 1984 - March 1986

Skills
Portfolio Management, Investment Management, Wealth Management, Municipal Bonds, Life Insurance, Equities, Asset Management, Long Term Care Insurance, College Education..., Strategic Financial..., Series 65, Series 7

Education
The American College   2006 — 2008
Masters of Science in Financial Services, MSFS

California Lutheran University   1988 — 1990
CFP®, Certified Financial Planner Cirriculum

University of Southern California   1980 — 1983
BA Business Administration, Economics, Finance

roscomare road

Daniel Aguillon Daniel Aguillon Greater San Diego Area Details
Daniel Aguillon's LPL Financial Experience December 2014 - Present
Job Sr. Platform Manager | Platform Strategy & Management at LPL Financial
Industry Financial Services
Experience
LPL Financial   December 2014 - Present
LPL Financial   November 2013 - November 2014
Investors Capital Corporation  2012 - 2013

Skills
Series 7, Investments, Financial Analysis, Mutual Funds, Equities, Securities, Portfolio Management, Fixed Income, Asset Management, Strategic Financial..., Financial Services, Wealth Management, Risk Management, Financial Modeling, Finance, Asset Allocation, Alternative Investments, Microsoft SQL Server, Oracle SQL, Relational Databases

Education
California State University Monterey Bay   2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

Felix Estrada Felix Estrada Greater San Diego Area Details
Felix Estrada's LPL Financial Experience June 2012 - Present
Job Sr. Technical Support Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial   June 2012 - Present
Synergy Pacific Management, Inc.   April 2007 - July 2012
Nordstrom  March 2006 - March 2007
See's Candies  September 2000 - March 2006

Skills
Customer Service, Outlook, Training, Microsoft Excel, Microsoft Office, Social Media, Technical Support, Bilingual, Recruiting, Troubleshooting, Management, Leadership Development, Customer Satisfaction, Help Desk Support, Social Networking, Time Management, System Administration, Team Leadership, Strategic Planning, Sales, Leadership, Access, PowerPoint, Salesforce.com, Microsoft Word, Analysis, Team Building, Data Analysis, Networking, Process Improvement, Budgets

Education
Cal State San Marcos   2006 — 2006
Education

University of California, Irvine   2001 — 2005
B.A., Social Ecology

Bryan Freisinger Bryan Freisinger San Diego, California Details
Bryan Freisinger's LPL Financial Experience March 2004 - November 2009
Job Senior Vice President, Corporate Initiatives at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group  April 2014 - Present
First Allied Advisory Services, Inc.   January 2010 - April 2014
LPL Financial   March 2004 - November 2009

Skills
Investment Products, Risk, Securities, Series 7, Series 24, Series 63, Series 66, Financial Advisory, Investment Advisory, Compliance

Education
California State University-San Marcos
BS, Business Administration- Finance

Stacey Lovelace Stacey Lovelace Folsom, California Details
Stacey Lovelace's LPL Financial Experience August 2011 - March 2012
Job Account Executive at NWN Corporation
Industry Insurance
Experience
Health Markets  July 2014 - Present
NWN Corporation  March 2012 - Present
LPL Financial   August 2011 - March 2012
Nationwide Floor & Window Coverings  May 2000 - August 2011
Enterprise Rent-A-Car  September 1995 - October 1999
Enterprise Rent-A-Car  June 1990 - September 1995
Enterprise Rent-A-Car  March 1987 - June 1990

Skills
Consultative Sales..., Marketing, Business Development, Multitasking Skills, Negotiation, P&L Management, Time Management, Organizational..., Creative Problem Solving, Team Leadership

Education
California State Polytechnic University-Pomona   1983 — 1987
Bachelor's Degree, Behavioral Sciences

Christy Beedle Christy Beedle San Diego, California Details
Christy Beedle's LPL Financial Experience May 2015 - Present
Job Freelance Photographer at ChristyDerek Photography
Industry Health, Wellness and Fitness
Experience
LPL Financial   May 2015 - Present
ChristyDerek Photography   February 2014 - Present
Naval Base Point Loma  December 2013 - Present
Aeropostale  November 2013 - May 2014
UCSD  August 2013 - January 2014
GUESS?, Inc.   March 2010 - January 2014
SeaWorld San Diego  February 2013 - October 2013
Boys & Girls Clubs of America  November 2007 - August 2009
Wells Fargo Capital Finance  May 2008 - September 2008

Skills
Microsoft Office, Video Editing, Photography, Written & Verbal..., Teamwork, Flexibility, Time Management, Visual Merchandising, Customer Service, Program Management, Portrait Photography, Retail, Facebook

Education
California State University-San Marcos   2009 — 2013
Bachelors of Kinesiology, Applied Health and Science

Port of Los Angeles High School   2006 — 2009
High School Diploma

Darren Fowler Darren Fowler Charlotte, North Carolina Area Details
Darren Fowler's LPL Financial Experience April 2013 - Present
Job Financial Services Professional
Industry Banking
Experience
LPL Financial   April 2013 - Present
Diebold  October 2011 - September 2012
Wells Fargo  January 2009 - October 2011
Wachovia  February 2007 - February 2009
World Savings  January 2006 - February 2007

Skills
Strategic Planning, Project Management, Expense Management, Process Improvement, Financial Analysis, Banking, Business Analysis, Financial Modeling, Financial Services, Risk Management, Analysis, Forecasting, Business Strategy

Education
California State University-East Bay   1999 — 2004
BS, Mathematics

Zack Spencer Zack Spencer Greater San Diego Area Details
Zack Spencer's LPL Financial Experience May 2015 - Present
Job Retirement Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial   May 2015 - Present
LPL Financial   May 2012 - Present
Comerica Securities/ Comerica Bank   August 2008 - May 2012
Council of Community Clinics  April 2007 - July 2008
Healthy San Diego   April 2007 - July 2008
Accredited Home Lenders  August 2004 - November 2006
PRO Sports Club  1998 - 2001

Skills
Series 7, Financial Analysis, Strategic Financial..., Loans, Life Insurance, Credit, Banking, Mortgage Lending, Investments, Commercial Banking, Credit Analysis, Small Business Lending, Underwriting, Risk Management, Finance, Retirement Planning, Insurance, Microsoft Excel, Microsoft Word, Microsoft Office, Typing, Research, Forecasting, Budget, Applications, iPhone, iPhone Support, Data Analysis, Databases, Data Mining, Spreadsheets, Google Analytics, Google Docs, Google Apps, Google Maps, Social Media, Baseball

Education
California Lutheran University   2007 — 2010
MBA, Financial Planning

California Lutheran University   2003 — 2004
B.S., Business Administration; Management

David Heck David Heck Greater San Diego Area Details
David Heck's LPL Financial Experience April 2012 - June 2014
Job Data Center Operations Manager at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial   April 2012 - June 2014
LPL Financial   January 2011 - April 2012
Pomeroy IT Solutions  January 2007 - June 2010
KnowledgeBase Marketing  December 2005 - January 2007
Prudential Real Estate Services   February 2002 - December 2005
Teck Support   June 2001 - December 2005

Skills
Disaster Recovery, Databases, Data Center, HP, Hardware, IT Management, IT Operations, IT Service Management, ITIL, Information Technology, Management, Microsoft Excel, Microsoft SQL Server, Program Management, Quality Assurance, SQL, Security, Servers, Software Documentation, Storage, System Administration, Testing, Troubleshooting, Unix, Vendor Management, Visio, Windows, Windows Server, Windows XP, XP

Education
Butler University - College of Business Administration   1986 — 1989

Butler University   1985 — 1989

Sal Sanfilippo Sal Sanfilippo San Francisco Bay Area Details
Sal Sanfilippo's LPL Financial Experience May 2012 - May 2014
Job Assistant Vice President, Software, Advisory Platform Development
Industry Computer Software
Experience
Recognos   2015 - 2015
LPL Financial   May 2012 - May 2014
Tek Systems  December 2011 - May 2012
Pacific Biosciences  November 2010 - September 2011
Cachengo, Inc.   December 2009 - May 2011
SiO2 Corp   April 2009 - September 2009
Zecco Holdings, Inc.   October 2007 - December 2008
Magenic Technologies  August 2006 - October 2007
NVIDIA Corporation  March 2005 - August 2006
Magenic Technologies  October 2003 - March 2005

Skills
Software Development, .NET, C#, ASP.NET, AngularJS, RESTful WebServices, Web Services, Visual Studio, Databases, Microsoft SQL Server, MySQL, Oracle, JavaScript, Java Enterprise Edition, Linux, Unix, Integration, SaaS, Open Source, Agile Methodologies, NHibernate, Program Management, Java, VB.NET, Android Development, iOS Development, Web Applications, TFS, System Architecture, SDLC, Architecture

Education
California State University-Chico   1986 — 1988
Computer Science

Santa Teresa   1982 — 1986

Clay Sheffler Clay Sheffler San Diego, California Details
Clay Sheffler's LPL Financial Experience June 2015 - Present
Job Data Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial   June 2015 - Present
ARS National Services  November 2014 - June 2015
ARS National Services  February 2013 - November 2014
Trendsetter Financial Markets Ltd.   2011 - 2012

Skills
Analytics, Data Analysis, Predictive Analytics, Microsoft SQL Server, R, Databases, Data Mining, Financial Analysis, Business Intelligence, Data Warehousing, Strategy, Financial Modeling, Machine Learning, Economics, Finance, Microsoft Excel, Python, SSRS, SSIS, Actuarial Science, SQL

Education
Lingnan University, Hong Kong   2010 — 2011
MSc., International Banking and Finance

California State University-San Marcos   2006 — 2009
BSc., Business Administration, Finance

Rancho Bernardo High School

Aimee Black Aimee Black Greater San Diego Area Details
Aimee Black's LPL Financial Experience March 2012 - Present
Job Senior Hybrid RIA Compliance Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial   March 2012 - Present
LPL Financial   April 2006 - March 2012
APL Limited  January 1999 - August 2004
Computer Associates  January 1998 - January 1999
APL Limited  September 1992 - January 1996

Skills
Mutual Funds, Unit Investment Trusts, Compliance Advisory, International..., Domestic Transportation, Precious Metals, Equities, Microsoft Office, Transportation, Bonds, Trading, Customer Service, Financial Advisory, Series 7, FINRA, Series 63, Asset Allocation, Investment Advisory, Securities, 401k, Alternative Investments, Asset Management, ETFs

Education
Bishop O'Dowd High School

California State University-East Bay
MBA Program, Finance

University of California, Berkeley
BA, History

Tania Sikora Tania Sikora Greater Boston Area Details
Tania Sikora's LPL Financial Experience August 1995 - August 1997
Job Patient Advocate/Nurse Case Manager at Best Doctors
Industry Medical Practice
Experience
Best Doctors  August 2011 - Present
Boston PainCare Center  August 2008 - August 2011
Aon Consulting/ASA Communications   February 2000 - February 2002
TD Bank Group/TD Waterhouse   October 1999 - January 2000
Design Matters Inc!   June 1999 - September 1999
Ernst & Young  March 1999 - June 1999
Fidelity Investments  February 1998 - December 1998
LPL Financial   August 1995 - August 1997

Education
UMass Boston   2011 — 2013
BSN, Nursing

Bunker Hill Community College   2005 — 2007
ASN, Nursing

UMass Dartmouth   1991 — 1995
BFA, Visual Design/Letterform

Juliana Graham Juliana Graham Charlotte, North Carolina Details
Juliana Graham's LPL Financial Experience July 2015 - Present
Job Sr. Human Resources Specialist
Industry Financial Services
Experience
LPL Financial   July 2015 - Present
HMSHost  September 2009 - July 2015
L-3 Communications  November 2003 - July 2009
Kaiser Permanente  May 2003 - October 2003

Skills
Organizer, Eye For Detail, Problem Solving, Onboarding, Employee Relations, Employee Benefits, Applicant Tracking..., Recruiting, Training, Customer Service, Talent Acquisition, Talent Management, Data Entry, Human Resources, Employee Training, Spreadsheets, Performance Management, Payroll

Education
Johnson C. Smith University - JCSU   2011 — 2012
Business Administration and Management, General

Bryant and Stratton College   2004 — 2006
AS, Business Management, 3.5 Cum Laude

Jake Emry Jake Emry San Diego, California Details
Jake Emry's LPL Financial Experience September 2013 - Present
Job Security and Investigations Professional (LPL Financial)
Industry Security and Investigations
Experience
LPL Financial   September 2013 - Present
Ashford University  November 2012 - May 2013
U.S. Immigration and Customs Enforcement (ICE)   August 2008 - July 2010
Kaiser Permanente  February 2006 - August 2008

Skills
Security, Investigation, Private Investigations, Security Management, Physical Security, Fraud Detection, Corporate Fraud..., Corporate Security, Fraud, Enforcement, Background Checks, Risk Management, Security Operations, Evidence, Asset Protection, Surveillance, Computer Security, Internal Investigations, Risk Assessment, Police, Criminal Justice, Interrogation, Firearms, Homeland Security, Computer Forensics, Crime Prevention, Security Training, AML, Criminal Law, Public Safety, Policy, Access Control, Security Awareness, Crisis Management, Criminal Investigations, Law Enforcement, Anti Money Laundering

Education
University of Denver   2013 — 2015
Professional Certificate (Distance Learning, Part-time), Security Managment, Concentration in Organizational Security, GPA: 4.0 (Three Courses Completed)

California State University-Dominguez Hills   2003 — 2004
Master of Public Administration (M.P.A.), Public Administration, GPA: 3.88

University of San Diego   1994 — 1998
Bachelor of Arts (B.A.), Political Science and Sociology, GPA: 3.10

Brian Lowrance, CFP® Brian Lowrance, CFP® Greater San Diego Area Details
Brian Lowrance, CFP®'s LPL Financial Experience October 2005 - March 2007
Job Founder & Investment Advisor at Softwealth
Industry Financial Services
Experience
Softwealth   June 2015 - Present
Wilshire Finance Partners   January 2015 - May 2015
Promontory Interfinancial Network  November 2011 - November 2014
Promontory Interfinancial Network  June 2008 - November 2011
Advisors Asset Management, Inc.   March 2007 - April 2008
LPL Financial   October 2005 - March 2007

Skills
Investments, Portfolio Management, Business Development, Series 7, Retirement, Financial Advisory, Sales, Mutual Funds, Finance, Retirement Planning, Capital Markets, Asset Management, Financial Analysis, Bonds, Wealth Management, Equities, Financial Services, Alternative Investments, Securities, Banking, Risk Management, Management, Financial Planning, Series 63

Education
California Polytechnic State University-San Luis Obispo   2001 — 2005
BS, Business Administration

Jasmin Mino Jasmin Mino Greater San Diego Area Details
Jasmin Mino's LPL Financial Experience June 2014 - Present
Job Intern at LPL Financial
Industry Nonprofit Organization Management
Experience
LPL Financial   June 2014 - Present
California State University San Marcos  October 2012 - December 2014
LPL Financial   May 2013 - August 2013
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank  August 2008 - October 2012

Skills
Business Intelligence, Computer-literate..., Customer Service, Data Entry, Bilingual-English/Spanis..., Banking, Finance, Cashiering, Great Organizer, Teamwork, Microsoft Excel, Outlook, Telephone Skills, Microsoft Office, PowerPoint, Microsoft Word, Analysis, Loans, Auditing, Research, Critical Thinking, Social Media, Spanish

Education
California State University San Marcos
Bachelor of Arts (B.A.), Criminology and Justice Studies

Christopher Mercado, MBA, CFP®, CIMA®, AIFA® Christopher Mercado, MBA, CFP®, CIMA®, AIFA® San Mateo, California Details
Christopher Mercado, MBA, CFP®, CIMA®, AIFA®'s LPL Financial Experience October 2005 - February 2012
Job
Industry Financial Services
Experience
THE Financial Services NETWORK  February 2012 - Present
LPL Financial   October 2005 - February 2012
University of the Pacific  January 2005 - May 2005
Peace Corps  August 2003 - November 2004
University of the Pacific  January 2003 - July 2003
First American Trust, FSB; First American Capital Management   August 2002 - December 2002
Allianz Global Investors - PIMCO, Nicholas Applegate   February 2002 - August 2002
Allianz Global Investors - PIMCO, Nicholas Applegate   March 2001 - January 2002
Nicholas Applegate Capital Management  March 2001 - January 2002
EVEREN Securities  August 1998 - December 1998

Skills
Series 7, Series 24, Series 31, Series 53, Series 66, New Business Development, Continuous Improvement, Change Leadership, Public Speaking, Philanthropy, TQM

Education
University of the Pacific - Eberhardt School of Business   2003 — 2005
MBA, Marketing & International Studies

EMLYON Business School   2004 — 2004
Certificate, Global Economic Sustainable Development, International Business

California State University San Marcos   1995 — 1997
BS, Business Management

Center for Fiduciary Studies   2008 — 2010

University of Pennsylvania - The Wharton School   2009 — 2009
CIMA® Certification, Investment Management Consultants Association, IMCA®

University of California, Los Angeles   2006 — 2007
Certificate: Personal Financial Planning, PFP, Financial Planning

Austin Moffat Austin Moffat San Marcos, California Details
Austin Moffat's LPL Financial Experience July 2014 - October 2014
Job Access Medical
Industry Financial Services
Experience
Access Medical, Inc.   September 2014 - Present
LPL Financial   July 2014 - October 2014
ESPN  January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints  October 2009 - October 2011

Skills
Marketing, Time Management, Team Leadership, Accounting, Research, Advertising, Finance, Strategic Financial..., Banking, Risk Management, Event Planning, Financial Analysis, Social Networking, Purchasing

Education
Brigham Young University - Idaho   2014 — 2016
Bachelor's degree, Business Management

LDS Business College   2012 — 2014
Associate of Science in Business

Derek DeGroot Derek DeGroot Greater San Diego Area Details
Derek DeGroot's LPL Financial Experience June 2014 - September 2014
Job Business Technology Services Intern at LPL Financial
Industry Capital Markets
Experience
Pacific Coast Valet   August 2014 - Present
The Crossings Golf Course   June 2013 - Present
LPL Financial   June 2014 - September 2014
Smart & Final  July 2010 - June 2014

Skills
Customer Service, Microsoft Excel, Microsoft Office, Leadership, Teamwork, Event Planning, Agile Methodologies, Scrum, Sales, Retail, Management, Inventory Management, Inventory Control

Education
California State University San Marcos   2013 — 2015
Bachelor's Degree, Business Administration - Finance

Amber Lopez Amber Lopez Greater Los Angeles Area Details
Amber Lopez's LPL Financial Experience December 2011 - November 2012
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  August 2012 - Present
LPL Financial   December 2011 - November 2012
Morgan Stanley Smith Barney  January 2011 - June 2011
Valley Christian High School - Cerritos, CA   October 2009 - February 2010

Education
University of California, Los Angeles   2010 — 2012
Bachelor of Arts (BA), Economics

Cypress College   2009 — 2010
Associates, Math and Science

California State University San Marcos   2008 — 2009
Business Administration, Finance

Danielle Zacky Danielle Zacky Fresno, California Details
Danielle Zacky's LPL Financial Experience August 2012 - Present
Job Office Manager at Willow Gardens Nursery
Industry Retail
Experience
LPL Financial   August 2012 - Present
Willow Gardens Nursery   May 2009 - Present

Skills
Microsoft Excel, Microsoft Word, Microsoft Office

Education
California State University-Fresno   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Mike Toy Mike Toy Sunnyvale, California Details
Mike Toy's LPL Financial Experience May 2014 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial   May 2014 - Present
Ameriprise Financial Services, Inc.   July 2002 - April 2014
Morgan Stanley Smith Barney  October 2000 - May 2002
Franklin Templeton Investments  August 1999 - September 2000

Skills
Retirement Planning, Investments, Series 7, Retirement, Wealth Management, Investment Advisory, Financial Goals, Mutual Funds, Financial Advisory, Series 63, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Strategies, 401k, Series 65, Securities, IRAs, 401k Rollovers, 529 Plans, Socially Responsible...

Education
California Polytechnic State University-San Luis Obispo   1995 — 1999
Bachelor of Science (B.A.)

Carlmont High School   1990 — 1994

Jeff Thiesen Jeff Thiesen Fresno, California Area Details
Jeff Thiesen's LPL Financial Experience August 2003 - Present
Job LPL Registered Representative at LPL Financial
Industry Financial Services
Experience
Thiesen Dueker Financial Consulting Group   August 2003 - Present
LPL Financial   August 2003 - Present
US Bancorp Piper Jaffray  January 2000 - August 2003
Prudential Securities  March 1993 - January 2000

Skills
Helping People, Coaching Kids, Working with Charitable..., Serving the Community, Running a Successful..., Financial Planning

Education
California State University-Fresno   1988 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Clovis High School   1984 — 1988

Jason S. Hawke Jason S. Hawke Boise, Idaho Area Details
Jason S. Hawke's LPL Financial Experience 2002 - 2008
Job Wealth Manager and Registered Principal at Hawke Financial Group LLC
Industry Financial Services
Experience
Hawke Financial Group LLC   2001 - Present
National Asset Management, Inc  2011 - Present
National Securities Corporation  2011 - Present
JP Turner & Company, LLC   2008 - 2011
LPL Financial   2002 - 2008

Education
BYU-Idaho
Physical Science, Health/Medical Physics

James Waldal James Waldal Greater San Diego Area Details
James Waldal's LPL Financial Experience September 2005 - Present
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial   September 2005 - Present
Morgan Stanley  January 2001 - September 2005
Waldal, Inc.   November 1997 - January 2001
Estate Planning Incorporated   June 1996 - September 1997
Vail Bicycle Services   May 1992 - June 1996

Skills
Financial Planning, Retirement Planning, Asset Allocation, Estate Planning, Investments, Portfolio Management, Insurance, Wealth Management, Series 7, Annuities, Mutual Funds, Series 63

Education
California State University-Chico   1986 — 1988
Business, Business Administration and Marketing

University of California, Santa Barbara   1985 — 1986
Business, Economics

Eduardo Anguizola Eduardo Anguizola San Diego, California Details
Eduardo Anguizola's LPL Financial Experience September 2007 - 2011
Job Billing and Managerial Assistant at Integrated Health Services
Industry Financial Services
Experience
Integrated Health Services  2011 - Present
LPL Financial   September 2007 - 2011
Capital Growth Properties   December 2006 - May 2007
Financial Diligence Partners   May 2006 - August 2006

Education
Cal State San Marcos
Bachelor's degree, Global Business Management and Finance, 3.5

Coleman Connolly Coleman Connolly Greater San Diego Area Details
Coleman Connolly's LPL Financial Experience November 2009 - Present
Job Senior Buyer at Solar Turbines
Industry Financial Services
Experience
Solar Turbines  January 2011 - Present
LPL Financial   November 2009 - Present
Target Corporation  January 2006 - January 2008
Kanagawa Board of Education   June 2004 - June 2006
US Army  June 1997 - June 2000

Skills
Management, Social Media, Marketing, Leadership, Customer Service, Business Development, Social Media Marketing, Microsoft Office, Sales, Human Resources, Six Sigma Specialist, Black Belt

Education
California Polytechnic State University-San Luis Obispo   2000 — 2004
BS, International Business Management

Donna Marsella Donna Marsella Greater Boston Area Details
Donna Marsella's LPL Financial Experience April 2013 - Present
Job President, CDFA
Industry Financial Services
Experience
Divorce Financial Strategies LLC   January 2008 - Present
LPL Financial   April 2013 - Present
Corby Asset Management   2006 - 2011
WB Smith Companies   2006 - 2008
Deutsche Asset Management  2000 - 2004
John Hancock Funds  1997 - 2000
Connecticut Mutual/Massachusetts Mutual Life Insurance Companies   1988 - 1996
State Mutual Life Assurance Company  1983 - 1988
Rhode Island Hospital Trust Bank   1974 - 1983

Education
Bryant University   1974 — 1977
M.B.A., Management

University of Rhode Island - College of Business Administration   1970 — 1974
BS, Finance

University of Rhode Island - College of Business Administration   1970 — 1974
B.S., Finance

Brett Lowenthal Brett Lowenthal Charlotte, North Carolina Details
Brett Lowenthal's LPL Financial Experience January 2010 - May 2015
Job BD CSR Met Life
Industry Financial Services
Experience
MetLife Investors  May 2015 - Present
LPL Financial   January 2010 - May 2015
LPL Financial   January 2010 - August 2010
Saia Inc.  March 2005 - August 2009
IET Computers   January 2000 - January 2005

Skills
Customer Service, Training, Customer Satisfaction, Call Centers, Team Leadership, Management, Data Entry, Sales, Employee Relations, Computer Proficiency, Long-term Customer..., Call Center..., Communication, Issue Resolution, Peer Coach, Avaya IP Telephony, Retirement Planning, Financial Services, Insurance, Mutual Funds, Microsoft Office, Investments

Education
Broward College

Chad Givens Chad Givens San Francisco Bay Area Details
Chad Givens's LPL Financial Experience January 2013 - July 2014
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments  July 2014 - Present
LPL Financial   January 2013 - July 2014
Fortigent  March 2010 - July 2014
Thomson Reuters  October 2003 - February 2010
Collaborative Consulting  February 2002 - October 2003
Bigstep  November 1999 - November 2001
CBV COM   1997 - 1999
Oracle  1995 - 1997
Crystal Palace Mavericks   1994 - 1994

Skills
Alternative Investments, Hedge Funds, Asset Allocation, Wealth Management, Fixed Income, Leadership, Economics, Business Development, Investments, Investment Banking, Private Equity, Financial Services, FINRA, Mutual Funds, Investment Strategies

Education
Brown University   1989 — 1993
Bachelor of Arts (B.A.), History

Lubina Bogoeva Lubina Bogoeva San Francisco Bay Area Details
Lubina Bogoeva's LPL Financial Experience September 1999 - August 2000
Job Sr. Web UX Designer at Thermo Fisher Scientific / Life Technologies
Industry Internet
Experience
Thermo Fisher Scientific / Life Technologies   January 2012 - Present
Lubina Design   October 1998 - Present
Nasoft USA  July 2009 - February 2011
Da Capo Design Co.   November 2008 - June 2009
Action Web DEVelopment   September 2000 - October 2008
Abgent Biotech   2007 - 2008
Film School Confidential   2006 - 2006
LPL Financial   September 1999 - August 2000
Abaris Tech   May 1999 - August 2000
Controltec/Molllah.com   1998 - 1999

Skills
user experience design, web design, UI Design, Web Applications Design, Photoshop, Illustrator, Dreamweaver, Flash, HTML, InDesign, CSS, Graphic Design, Multimedia, E-commerce, Adobe Creative Suite, Wordpress, JavaScript, Logo Design, Corporate Branding, Interaction Design, Paper Prototyping, Wireframes, Mockups, Web Standards, CMS, Web Design, User Interface Design, Web Applications, Web Development, User Experience, User Experience Design, WordPress, Creative Direction, User-centered Design, Layout, Typography, Information Architecture, Usability, Graphics, User Interface, HTML 5, Adobe Fireworks, ActionScript, XHTML, Front-end, SEO, Persona, Visual Design, Usability Testing, User Scenarios

Education
University of California, Irvine   2014 — 2015
coursework, Marketing, 4.0

California State University San Marcos   2004 — 2006
Bachelors, Visual Art and Technology

Palomar College San Marcos   2002 — 2006
AA, Multimedia

University of California, San Diego   2001 — 2002
certificate, Multimedia Development

David Mailloux, AIF David Mailloux, AIF Portsmouth, Rhode Island Details
David Mailloux, AIF's LPL Financial Experience June 1986 - Present
Job Owner at Wealthcare Investment Partners
Industry Financial Services
Experience
LPL Financial   June 1986 - Present
Wealthcare Investment Partners   1986 - Present
First Investors Corporation  June 1986 - June 1996

Skills
Wealth Management, Investments, Insurance, Retirement Planning, Financial Planning

Education
Providence College   1982 — 1986
BS, Finance

Bryant University   2004 — 2007
CFP Training Program, CFP Traning Program, Completed

Richard H. Mootz Jr. CFP® Richard H. Mootz Jr. CFP® Chico, California Area Details
Richard H. Mootz Jr. CFP®'s LPL Financial Experience June 2003 - February 2007
Job President of Mootz Financial Solutions at Securities America Inc.
Industry Financial Services
Experience
Mootz Financial Solutions   February 2007 - Present
LPL Financial   June 2003 - February 2007
Edward Jones  May 1999 - June 2003

Skills
Retirement, Series 7, Financial Planning, Investments, Securities, Insurance, IRA's, Retirement Planning, Annuities, Long Term Care, Annuity, Wealth, 401k, Investment Advisory, Wealth Management, Mutual Funds, Term Life Insurance, Insurance Planning, Pensions, Wealth Accumulation, Bonds, Asset Management, Portfolio Management, Stocks, Mortgage, Asset Allocation, Financial Advisory, Series 63, Succession Planning, Money, Income, Equities, Savings, Asset Protection, Financial Analysis, Retirement Income..., Asset

Education
College for Financial Planning   2005 — 2007
CFP, Financial Planning

California State University-Chico
BA, Physical Therapy

Washington State University
General Education

Ralph Gimashev, MBA, CSM Ralph Gimashev, MBA, CSM Greater San Diego Area Details
Ralph Gimashev, MBA, CSM's LPL Financial Experience January 2015 - Present
Job Assistant Vice President, Enterprise Architecture at LPL Financial
Industry Computer Software
Experience
LPL Financial   January 2015 - Present
LPL Financial   December 2013 - December 2014
LPL Financial   January 2012 - November 2013
Technoza Corp.   June 2005 - July 2012
AME Business Services, LLC   April 2007 - January 2012
AME Software Products, Inc   October 2006 - December 2011
AME Software Products, Inc   February 2003 - September 2006
AME Software Products, Inc   September 1999 - January 2003
ExxonMobil  June 1997 - November 1998
Hartec Management Consultants, Inc   May 1995 - June 1997

Skills
Start-ups, Emerging Trends, Software Development, SQL Server, C#, WCF, Financial Management, ACH, Mobile Technology, Microsoft SQL Server, ASP.NET, Windows Azure, Agile Methodologies, E-commerce, WPF, jQuery, SDLC, Enterprise Architecture, Integration, JavaScript, Visual Studio, Mobile Applications, Requirements Analysis, SQL, SaaS, Visio, Web Applications, ASP.NET MVC, Software Engineering, Business Analysis

Education
California State University-San Marcos   2003 — 2004
M.B.A, Business Administration and Management, General

National University   1999 — 2000
M.S, Computer Science

Ufa State Technical University   1989 — 1994
M.S, Software Engineering

Daniel Chevrette Daniel Chevrette Providence, Rhode Island Area Details
Daniel Chevrette's LPL Financial Experience May 2007 - December 2007
Job Sales at Claflin Medical Equipment
Industry Hospital & Health Care
Experience
Claflin Medical Equipment  November 2009 - Present
AXA Equitable Life Insurance Company  May 2008 - July 2009
LPL Financial   May 2007 - December 2007

Skills
Credibility, Investments, Insurance, Sales, Management, Fixed Annuities, Asset Allocation, Finance, Hospitals, Portfolio Management, Life Insurance, Purchasing, Sales Operations, Healthcare, Account Management, Capital Equipment, Sales Management, Direct Sales, Team Building, Strategic Planning, Leadership

Education
Bryant University   2004 — 2008
Financial Services, Finance, Communication

Bryant University   2004 — 2008
Bachelor of Science, Business Administration; Financial Services

Dru Torvend Dru Torvend Sacramento, California Area Details
Dru Torvend's LPL Financial Experience July 2009 - Present
Job Financial Advisor, LPL Financial
Industry Financial Services
Experience
LPL Financial   July 2009 - Present
Hometown Advisors   July 2009 - Present
Edward Jones  March 2005 - July 2009
Southwestern Company  June 2000 - September 2004

Skills
Investments, Securities, Financial Services, Retirement Planning, Series 7, Retirement, Estate Planning, Strategic Financial..., Mutual Funds, Strategic Planning, Marketing, 401k, Investment Advisory, Wealth Management, Fixed Annuities, Investment Strategies, Insurance, Asset Allocation

Education
California Polytechnic State University-San Luis Obispo   2000 — 2005
Business Administration

Ken Christie, ChFC Ken Christie, ChFC Sacramento, California Area Details
Ken Christie, ChFC's LPL Financial Experience August 2006 - Present
Job Wealth Advisor at LPL Financial
Industry Financial Services
Experience
Spectrum Wealth Management, Inc.   March 2012 - Present
LPL Financial   August 2006 - Present
Northwestern Mutual Life  August 1991 - August 2006

Skills
Retirement, Financial Advisory, Retirement Planning, Financial Services, Finance, Series 63, Wealth, Mutual Funds, Asset Allocation, Series 7, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Fixed Annuities, Public Speaking, 401k, Financial Planning, Insurance, FINRA, Leadership, Small Business, Risk Management

Education
California State University-Chico   1987 — 1991
Finance and Financial Management Services

Zachary Drew Zachary Drew Greater New York City Area Details
Zachary Drew's LPL Financial Experience September 2009 - March 2012
Job Head of Business Development at mobile, tablet and watch app development consultancy Blue Label
Industry Internet
Experience
Blue Label Labs   June 2015 - Present
OffOps   November 2014 - April 2015
Pith Studio   April 2014 - April 2015
4iNNO, LLC  July 2014 - January 2015
Entrepreneur/Consultant   August 2013 - March 2014
Kneon Inc.   November 2012 - August 2013
thinaire  April 2012 - November 2012
LPL Financial   September 2009 - March 2012
Fidelity Investments  July 2007 - September 2009
Morgan Stanley  May 2005 - May 2007

Skills
Financial Modeling, Business Strategy, Strategic Planning, Investments, Business Development, Product Development, Project Management, Entrepreneurship, Competitive Analysis, Fundraising, Market Research, Start-ups, Strategy, Analysis, Business Planning

Education
Brown University   2003 — 2007
BA, International Relations and Economics, GPA of 3.96

Fryeburg Academy   1999 — 2003

Tavon W Tavon W Charlotte, North Carolina Area Details
Tavon W's LPL Financial Experience 2012 - Present
Job Financial Services Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial   2012 - Present
The Ramsey Group, Inc.   2010 - 2012

Skills
Retirement, Investments, Securities, IRAs, Financial Services, Marketing Communications, Leadership Development, Data Entry, Business Analysis, Coaching, Team Leadership, Outlook, Management, Banking, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint

Education
Fayetteville State University   2008 — 2010

Brunswick Community College   2006 — 2008

Matthew Hunstock Matthew Hunstock San Francisco Bay Area Details
Matthew Hunstock's LPL Financial Experience January 2007 - November 2007
Job Financial Advisor at Strategic Planning & Investment Advisors Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Strategic Planning & Investment Advisors- Ameriprise Financial Services, Inc.   May 2012 - Present
Merrill Lynch  February 2008 - May 2012
LPL Financial   January 2007 - November 2007
FSC Securities  April 2005 - December 2006
Wells Fargo Financial  October 2003 - October 2004

Education
California Lutheran University   2004 — 2006
MBA, emphasis in Financial Planning

University of California, Santa Barbara   1998 — 2003
Bachelors Degree, History & Business Economics

Todd L. Dreyer Todd L. Dreyer San Bernardino, California Details
Todd L. Dreyer's LPL Financial Experience January 2009 - May 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present
LPL Financial   January 2009 - May 2012
John Hancock Life Insurance Company (U.S.A.)   March 1990 - January 2009
Signator Investors, Inc  March 1990 - January 2009
Delta Investment Securities, Inc.   April 1987 - March 1990
Federal Home Loan Bank of San Francisco  January 1986 - April 1987

Education
California State Polytechnic University-Pomona   1983 — 1985
Bachelor of Science (B.S.), Finance, Insurance and Real Estate

Riverside Community College   1980 — 1982
Associate of Arts (AA), General Studies

Brad Waldon Brad Waldon Temecula, California Details
Brad Waldon's LPL Financial Experience November 2012 - Present
Job Mutual Funds Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial   November 2012 - Present
JPMorgan Chase  June 2011 - Present
Fresh & Easy Neighborhood Market, Inc.   November 2008 - July 2011

Skills
Finalist Cal State..., Microsoft Excel, Data Analysis-Excel, Regression Analysis, Microeconomic theory, Econometric Modeling, Probability Theory, Public Speaking, Report Writing

Education
Cal State San Marcos   2010 — 2012
Bachelor of Arts (B.A.), Economics

Palomar College   2007 — 2010
Bachelor of Arts (B.A.), Economics

Gregg Saunders, CFP® Gregg Saunders, CFP® Boise, Idaho Area Details
Gregg Saunders, CFP®'s LPL Financial Experience April 2011 - Present
Job Financial Advisor at LPL Financial, Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to website below.
Industry Financial Services
Experience
LPL Financial   April 2011 - Present
Raymond James Financial Services Inc.  July 2007 - April 2011
Edward Jones & McDonald Investments   July 1997 - April 2007

Skills
Retirement Income..., Life Insurance Planning, Asset-Based Long Term..., FINRA, Portfolio Management, Asset Management, Financial Analysis, Risk Management, Wealth Management, Investment Advisory

Education
College of Financial Planning, Denver, CO   1996 — 1998
Certified Financial Planner™, CFP®

California State University-Chico   1979 — 1984
BS, Finance

Honorato Rodriguez Honorato Rodriguez Sacramento, California Area Details
Honorato Rodriguez's LPL Financial Experience June 2009 - August 2009
Job
Industry Financial Services
Experience
California State Board of Equalization  September 2014 - Present
California State Board of Equalization  April 2013 - September 2014
California State Board of Equalization  January 2011 - March 2013
FDA  June 2010 - August 2010
LPL Financial   June 2009 - August 2009
The Sports Authority  May 2007 - August 2007

Skills
Microsoft Office, Teamwork, Spanish, Communication, Budgets, Data Analysis, Tax Law, Sales Tax, Tax Advisory

Education
California State University, Fresno   2006 — 2010
B.S., Finance

Patrick Herrington, CFP®, AIF® Patrick Herrington, CFP®, AIF® San Diego, California Details
Patrick Herrington, CFP®, AIF®'s LPL Financial Experience January 2013 - Present
Job Assistant Vice President | HighNetWorth Consulting at LPL Financial
Industry Financial Services
Experience
LPL Financial   January 2013 - Present
LPL Financial   January 2012 - February 2013
LPL Financial   September 2010 - December 2011
LPL Financial   October 2007 - August 2010

Skills
Certified Financial..., Accredited Investment..., Financial Planning, Investment Strategies, Business Analysis, Excel, Programming, Access, Relationship Cultivation, Customer Service, Series 7, Series 66, Microsoft Excel, Estate Planning, Finance

Education
California Polytechnic State University-San Luis Obispo   2002 — 2007
BS, Finance and Accounting, Minor: Economics

Cindy Havenhill | MBA Cindy Havenhill | MBA Orange County, California Area Details
Cindy Havenhill | MBA's LPL Financial Experience 1995 - Present
Job CFP,Financial Advisor, LPL Financial
Industry Financial Services
Experience
LPL Financial   1995 - Present

Skills
Finance, FINRA, Retirement Planning, Series 7, Retirement, Asset Allocation, Wealth Management, Investment Advisory, Strategic Financial..., Investments, Estate Planning, Mutual Funds, Series 63, Financial Advisory, Uniform Combined State..., 401k, Asset Management, Investment Strategies, Financial Planners, Portfolio Management

Education
California Lutheran University   2011 — 2013
Master of Business Administration (MBA)

Other

Texas Tech University

Robert Sasaki, CPA Robert Sasaki, CPA San Francisco, California Details
Robert Sasaki, CPA's LPL Financial Experience February 2009 - May 2009
Job Global Indirect Manager (Affordable Care Act) at EY
Industry Accounting
Experience
EY  May 2015 - Present
EY  July 2014 - April 2015
EY  July 2012 - June 2014
EY  July 2011 - June 2012
EY  July 2010 - June 2011
LPL Financial   February 2009 - May 2009

Skills
Accounting, Tax, Financial Services, Internal Audit, Employee Benefits

Education
California State University-Fresno   2006 — 2009
Bachelor of Science (BS), Double Major in Finance and Accounting, Overall Upper Division – 3.93 GPA

University of California, Santa Cruz   2004 — 2006
Economics and Accounting

Ryan Andrews Ryan Andrews Bend, Oregon Details
Ryan Andrews's LPL Financial Experience October 2007 - October 2008
Job Principal at Trueline Capital, LLC
Industry Financial Services
Experience
Trueline Capital, LLC   July 2015 - Present
Cascade Financial Strategies   April 2015 - Present
Andrews & Co.   January 2015 - Present
CrowdStreet  August 2014 - February 2015
Droplr   March 2013 - June 2014
PIMCO  October 2009 - May 2013
Cornerstone Development  March 2009 - July 2009
LPL Financial   October 2007 - October 2008
LPL Financial   2004 - 2006

Skills
Marketing, Entrepreneurship, Management, Project Management, Start-ups, Marketing Strategy, Marketing Communications, Fundraising, Social Networking, Email Marketing, Strategic Planning, Social Media, Event Planning, Public Speaking, Nonprofits, Social Media Marketing, Event Management, Facebook, Online Advertising, Microsoft Excel, Advertising, PowerPoint, Microsoft Office, venture capital, Financial Modeling, Real Estate Financing, Fund Accounting, Cost Accounting, Crowdfunding, Investment Management, Socially Responsible..., Real Estate Private..., Construction Finance

Education
Washington State University   2013 — 2016
Master of Business Administration (MBA)

Cal Poly San Luis Obispo   2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Chartered Financial Analyst Program (CFA)
Level II Candidate

Julia Kohan-Shirazi Julia Kohan-Shirazi San Diego, California Details
Julia Kohan-Shirazi's LPL Financial Experience July 2009 - December 2014
Job Practice Manager at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  January 2015 - Present
LPL Financial   July 2009 - December 2014
TEAM Enterprises  March 2006 - July 2009
Enterprise Rent-A-Car  April 2005 - April 2009

Skills
Business Development, Fixed Annuities, Process Improvement, Training, Financial Services, Leadership, Strategic Planning, Marketing, Sales Management, Insurance, Sales, Account Management, Sales Operations, Strategic Financial..., Salesforce.com, Budgets, Management, Operations Management, Customer Service, Customer Satisfaction, Series 63, Coaching, CRM, Recruiting, Customer Retention, Series 7

Education
California State Polytechnic University-Pomona   2002 — 2004
Bachelor of Arts, Psychology

Steven Tran Steven Tran Greater San Diego Area Details
Steven Tran's LPL Financial Experience May 2015 - Present
Job Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial   May 2015 - Present
TD Ameritrade Institutional  April 2014 - May 2015
First Allied Securities  August 2012 - April 2014
LPL Financial   July 2008 - August 2012
LPL Financial   September 2006 - June 2008
Washington Mutual  October 2005 - September 2006
Hollywood Video  November 2002 - December 2005

Skills
Series 4, Series 7, Series 24, Series 66

Education
California State University San Marcos   2004 — 2006
Bachelor of Science, Business Administration; Finance, 3.45

April Whittemore April Whittemore Greater San Diego Area Details
April Whittemore's LPL Financial Experience July 2014 - Present
Job HRIS Analyst at LPL Financial
Industry Human Resources
Experience
LPL Financial   July 2014 - Present
Encore Capital Group  November 2011 - July 2014
Daymon Interactions  October 2009 - November 2011
Reuben H. Fleet Science Center  2005 - 2009

Skills
Employee Relations, HRIS, Onboarding, Human Resources, Recruiting, Payroll, Training, Benefits Administration, Management, Employment Law, Applicant Tracking..., Talent Acquisition, ADP Payroll, Microsoft Office, New Hire Orientations, Performance Management, Talent Management, Employee Benefits, Employee Training, Organizational..., HR Policies, Interviews, Microsoft Excel

Education
University of San Diego   2012 — 2012
Certificate, Paralegal Studies

California State University-San Marcos   2008 — 2009
Certificate, Human Resources Management

California State University-Fresno   2000 — 2005
Bachelor of Arts (B.A.), History

Gloria Warrens Gloria Warrens Greater San Diego Area Details
Gloria Warrens's LPL Financial Experience June 2010 - June 2015
Job Finance Systems Professional, Currently looking for new opportunities
Industry Financial Services
Experience
LPL Financial   June 2010 - June 2015
LPL Financial   June 2006 - May 2010
LPL Financial   January 2002 - May 2006
LPL Financial   July 1997 - December 2001

Skills
Oracle E-Business Suite, Oracle Advanced Controls, ERP Implementations, Process Improvement, Risk Management, Finance, Microsoft Office, Business Analysis, Accounting Management, Concur, Oracle Applications, Application Lifecycle..., Accounting, Financial Analysis, Management, Sarbanes-Oxley Act, Analysis, Vendor Management, Program Management, SDLC, Financial Services, General Ledger, Leadership, Internal Controls, Business Process, Financial Accounting, Oracle, Business Process..., ERP, Integration

Education
Webster University   1995 — 1997
Master of Business Administration (MBA)

California Lutheran University
Bachelor's degree

PMP certification prep class

Kenton Assadi Kenton Assadi San Francisco Bay Area Details
Kenton Assadi's LPL Financial Experience October 2014 - June 2015
Job Corporate Finance Intern at Apple
Industry Financial Services
Experience
Associated Students, Inc.-Cal Poly San Luis Obispo   June 2015 - Present
Apple  June 2015 - September 2015
LPL Financial   October 2014 - June 2015
Crew Wealth Management   February 2014 - June 2015
EY  June 2014 - June 2014
Eisenhauer Foods, Inc.   June 2013 - December 2013
Dlish Frozen Yogurt   September 2013 - November 2013
Safeway  May 2012 - August 2012

Skills
Teamwork, Team Leadership, Microsoft Excel, Financial Accounting, Marketing Strategy, Friendly Personality, Wealth Management, Social Networking, Financial Analysis, Financial Modeling, Customer Service, Microsoft Word, Regression Models, Statistics, Business Advisory, Stock Trading, Equity Valuation, Public Speaking

Education
Cal Poly San Luis Obispo   2012 — 2016
Bachelor of Science (BS), Finance

Leland High School   2008 — 2012
GED

Donald Faul Donald Faul San Francisco Bay Area Details
Donald Faul's LPL Financial Experience 2008 - Present
Job CERTIFIED FINANCIAL PLANNER™ at LPL Financial
Industry Financial Services
Experience
LPL Financial   2008 - Present
Mercer Partners   1998 - 2008
Newdea  2003 - 2005
Citicorp Investment Services  1995 - 1998

Skills
Strategic Planning, Problem Solving, Financial Coaching, Business Coaching, Interpersonal...

Education
College for Financial Planning   1983 — 1984
CERTIFIED FINANCIAL PLANNER™ Designation

California Polytechnic State University-San Luis Obispo   1976 — 1981
Journalism, Business Communications

Jordan Crossno Jordan Crossno San Diego, California Details
Jordan Crossno's LPL Financial Experience June 2015 - August 2015
Job Management Information Systems Student
Industry Information Technology and Services
Experience
LPL Financial   June 2015 - August 2015
LPL Financial   August 2013 - November 2013
LPL Financial   May 2013 - August 2013

Skills
IP PBX, NICE Call Recording, Video Conferencing, Aspect, Microsoft Excel, HP Service Manager, Telecommunications..., Internal Controls, SharePoint, Data Entry

Education
California State University-San Marcos   2013 — 2015
Bachelor of Science (BS), Management Information Systems, General

Palomar College   2009 — 2011
CSU General Education

Sina Talataina Sina Talataina San Diego, California Details
Sina Talataina's LPL Financial Experience May 2007 - October 2014
Job Service Center Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial   May 2007 - October 2014
WAMU  October 2005 - May 2007

Skills
Financial Analysis, Process Improvement, Microsoft Excel, Customer Service, Leadership, Securities, PowerPoint, Microsoft Office, Financial Services, Microsoft Word, Outlook, Finance, Call Centers, Insurance, Management, Event Planning

Education
Brigham Young University - Hawaii   1998 — 2002
Bachelor of Arts (BA), International Cultural Studies - Communications

Jazriel Lopez Jazriel Lopez San Diego, California Details
Jazriel Lopez's LPL Financial Experience June 2014 - August 2014
Job Staff Accountant at Considine & Considine
Industry Accounting
Experience
Considine & Considine  January 2015 - Present
LPL Financial   June 2014 - August 2014
Wells Fargo  May 2011 - February 2013
Sears, Roebuck and Co.   March 2010 - June 2010
Best Buy  October 2009 - January 2010

Skills
Microsoft Office, Accounting, Financial Analysis, Cash Management, Banking, Customer Service, Credit Analysis, Loans, Credit

Education
California State University-San Marcos   2010 — 2014
Bachelor of Science (BS), Business Administration/Accountancy, 3.0

Diego Fontes Diego Fontes San Marcos, California Details
Diego Fontes's LPL Financial Experience June 2015 - September 2015
Job Student at California State University San Marcos, Soccer Coach San Elijo Hills Matrix
Industry Marketing and Advertising
Experience
LPL Financial   June 2015 - September 2015
Hadley Media  September 2014 - May 2015
LPL Financial   June 2014 - August 2014
Starbucks  July 2012 - May 2014
Union Bank  October 2010 - July 2011

Skills
Customer Service, Social Media Marketing, Web Design, Dreamweaver, Photoshop, Data Analysis, Customer Engagement, Retail Banking, Microsoft Office, JMP, Radian6, Soccer Coaching, Hootsuite, Twitter, Basic HTML, Marketing Research, Microsoft Excel, Marketing Event Planning, Event Based Marketing, Event Marketing Strategy, Banking, Digital Marketing, Content Management, Content Development, Web Content Management, CQ5, Content Marketing

Education
California State University San Marcos   2013 — 2015
Marketing/Marketing Management, General

La Sierra University   2011 — 2013

Heather Weeks Heather Weeks San Diego, California Details
Heather Weeks's LPL Financial Experience May 2014 - May 2015
Job Substitute Teacher at Poway Unified School District
Industry Financial Services
Experience
Rancho Bernardo High School  May 2015 - Present
Poway Unified School District  May 2015 - Present
National University  May 2015 - Present
LPL Financial   May 2014 - May 2015
Websense  March 2014 - May 2014
Technical Connections Inc.  July 2012 - October 2013
Running Warehouse  January 2011 - June 2012

Skills
Customer Service, Customer Satisfaction, Microsoft Office, Internet, PowerPoint, Technical Recruiting, Recruiting, Executive Search, Microsoft Word, Temporary Placement, Applicant Tracking..., Consulting, Microsoft Excel, Social Networking, Social Media, Project Management, Troubleshooting, Teamwork, Networking, System Administration

Education
Cal Poly San Luis Obispo   2008 — 2012
Bachelor of Arts (BA), Speech Communication and Rhetoric

Nadine Deeb Nadine Deeb San Diego, California Details
Nadine Deeb's LPL Financial Experience May 2013 - August 2013
Job J.D. Candidate 2017
Industry Legal Services
Experience
Fredrickson, Mazeika & Grant, LLP   May 2015 - August 2015
Fredrickson, Mazeika & Grant, LLP   February 2014 - August 2014
LPL Financial   May 2013 - August 2013
APT College  January 2013 - May 2013
Mind Body and Soul Concepts   August 2012 - December 2012
Voice2Page   August 2008 - September 2012

Skills
Microsoft Office, Research, Data Analysis, Financial Reporting, Problem Solving, Report Writing, Organization, Tax Accounting, Report Building, Westlaw, LexisNexis, Quality Assurance

Education
University of San Diego School of Law   2014 — 2017
Doctor of Law (J.D.), Business and Corporate Law Concentration

Cal State San Marcos   2010 — 2013
Bachelors of Science, Criminology and Justice Studies, Business Administration-Management Information Systems

Ryan Milliman Ryan Milliman Greater San Diego Area Details
Ryan Milliman's LPL Financial Experience March 2014 - Present
Job Complex Products Supervising Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial   March 2014 - Present
LPL Financial   November 2013 - March 2014
Leading Edge Communications  August 2012 - September 2013
Seahuggers LLC   March 2007 - September 2013
Pollakov Financial Group   July 2011 - December 2012
Diversified Capital Group   2010 - 2011

Skills
New Business Development, Sales Management, Business Strategy, Business Planning, Start-ups, Budgets, Contract Negotiation, Negotiation, Marketing Strategy, CRM, Management, Business Development, Account Management, Customer Service, Banking, Investments, Series 7, Financial Analysis, Financial Modeling, Microsoft Office, Finance

Education
California Polytechnic State University-San Luis Obispo   1995 — 2000
Bachelor of Science (B.S.), Economics

Darryl Lopez Darryl Lopez Greater San Diego Area Details
Darryl Lopez's LPL Financial Experience October 2007 - August 2008
Job Account Transfer Team at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  August 2011 - May 2012
Zen Enterprise   April 2011 - August 2011
Morgan Stanley Smith Barney - New York, NY   October 2008 - January 2009
LPL Financial   October 2007 - August 2008
MainStreet Tax & Financial   August 2005 - October 2007
Al Shad CPA   January 2005 - April 2005

Skills
Mutual Funds, Microsoft Excel, Finance, QuickBooks, Financial Analysis

Education
California State University San Marcos   2002 — 2006
Bachelors of Science, Emphasis: Accountancy

Thomas A. Trax, CEP® Thomas A. Trax, CEP® Greater San Diego Area Details
Thomas A. Trax, CEP®'s LPL Financial Experience October 2001 - Present
Job LPL Registered Principal /Financial Consultant/CEP
Industry Financial Services
Experience
LPL Financial   October 2001 - Present
Westfin Securities   June 1993 - October 2001
Western Financial Bank  June 1993 - July 1995

Skills
Financial Planning, Retirement Planning, Estate Planning, Wealth Management, Investment Advisory..., Asset Management, 401k's, IRA's, Life Insurance, Long Term Care Insurance, IRAs, Strategic Financial..., Investments, 401k, Financial Services, Retirement, FINRA, Asset Allocation, Securities, Finance

Education
California State Polytechnic University-Pomona   1985 — 1990
Bachelor of Science, Finance/Real Estate/Law

Matthew Moniz Matthew Moniz Dover, New Hampshire Details
Matthew Moniz's LPL Financial Experience October 2008 - July 2009
Job Business Analyst
Industry Accounting
Experience
Liberty Mutual Insurance  August 2015 - Present
Liberty Mutual Insurance  January 2015 - August 2015
Granite Telecommunications  March 2014 - December 2014
Granite Telecommunications  September 2011 - March 2014
Hampton Inn  June 2005 - April 2010
LPL Financial   October 2008 - July 2009

Skills
Databases, PowerPoint, Customer Service, Telecommunications, Finance, Research, Access, Call Centers, Business Analysis, Vendor Management, Salesforce.com, Visio, Troubleshooting, Software Documentation, Process Improvement, Data Analysis, Team Leadership, Analysis, CRM, Microsoft Excel, Microsoft Office, Management, Customer Satisfaction

Education
Roger Williams University- Gabelli School of Business   2007 — 2009
Bachelor's Degree, Finance

Bristol Community College   2005 — 2007
Associates, Business Administration Transfer

Rich Balkcom Rich Balkcom Tampa/St. Petersburg, Florida Area Details
Rich Balkcom's LPL Financial Experience June 2013 - Present
Job CEO at BAI Financial
Industry Financial Services
Experience
LPL Financial   June 2013 - Present
BAI Financial   1985 - Present
New England Financial  1993 - 2013
Phoenix Home Life  1980 - 1993
MetLife  1976 - 1980
MetLife  1974 - 1976
Merrill Lynch  1966 - 1974

Skills
Financial Counseling, Employee Benefits, Estate Planning, Retirement, Securities, Investments, Fixed Annuities, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, Finance, Asset Allocation, Investment Advisory, Financial Services, Asset Management, Series 63, Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Financial Risk, 401k, FINRA, Financial Accounting, Financial Counseling,...

Education
Bryant University   1975 — 1977

James Valdez James Valdez San Luis Obispo, California Area Details
James Valdez's LPL Financial Experience April 2006 - Present
Job LPL Branch Manager
Industry Financial Services
Experience
LPL Financial   April 2006 - Present
California Polytechnic State University  September 2003 - Present

Skills
Leadership, Microsoft Excel, Public Speaking, Data Analysis, Leadership Development, Access, Training, Finance, Customer Service, PowerPoint, Technical Writing, Coaching

Education
Pepperdine University   1973 — 1975
Master of Business Administration (MBA), International Business Emphasis

California Polytechnic State University-San Luis Obispo   1962 — 1967
Bachelor of Science (BS) Industrial Technology

Michael Tahbaz Michael Tahbaz Greater Los Angeles Area Details
Michael Tahbaz's LPL Financial Experience October 2001 - Present
Job Registered Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial   October 2001 - Present
WestFin Securities   May 1996 - September 2001
California Federal Bank  May 1983 - May 1996

Skills
Retirement Planning, Investments, Retirement, Asset Allocation, Asset Management, Wealth Management, Strategic Financial..., Financial Services, FINRA, IRAs

Education
California State University-Dominguez Hills
Business Administration/Finance/Accounting

El Camino College
Business Administration

Michael Zehder Michael Zehder Greater San Diego Area Details
Michael Zehder's LPL Financial Experience 2014 - Present
Job Business Management I Client Experience & Training
Industry Financial Services
Experience
LPL Financial   2014 - Present
LPL Financial   2008 - 2014
LPL Financial   2006 - 2008

Skills
Marketing, Financial Services, Commercial Printing, Marketing Operations, Operations Management, Creative Management, Management Of Creative..., Printing, Offset Printing, Digital Printing, Marketing Strategy, Supply Chain Management, Financial Risk..., Financial Management..., Business Management, Continuous Improvement, Vendor Management, Vendor Relationship..., Vendor Relations, Financial Advisory, Financial Analysis, Series 7, Insurance, Sales Management, Asset Managment, Sales, Leadership, Finance, Salesforce.com, Time Management, Series 24, Business Development, Marketing Communications, Mutual Funds, Process Improvement, Management, Social Media Marketing, Strategy, Banking

Education
California State University-Chico   1998 — 2001
Bachelor of Arts (BA), Communication Design

Paul Sahota Paul Sahota Fresno, California Area Details
Paul Sahota's LPL Financial Experience July 2009 - Present
Job CERTIFIED FINANCIAL PLANNER ™
Industry Financial Services
Experience
LPL Financial   July 2009 - Present
Merrill Lynch  June 2005 - July 2009
UBS Financial  April 1999 - June 2005
CIBC  October 1997 - January 1999

Skills
Estate Planning, Wealth Accumulation, Stocks, Investment Advisory..., Bonds, Wealth Management..., Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Insurance, Wealth Management, 401k, Investments, Finance, Financial Services, Portfolio Management, Financial Planning

Education
University of Westminster   1991 — 1995
BA(Hons), Business & I.T.

California State University-Fresno   2003 — 2004
Certified Financial Planning Designation., Financial Planning

Kathryn Busch Kathryn Busch Greater San Diego Area Details
Kathryn Busch's LPL Financial Experience July 2009 - Present
Job Financial Services Marketing, Sales Management, Client Experience
Industry Financial Services
Experience
LPL Financial   July 2009 - Present
Northern Trust  July 2007 - July 2009
Silvergate Bank  August 2005 - June 2007
US Bank  December 2002 - August 2005
Wells Fargo Bank, NA  October 2000 - December 2001
Wells Fargo Bank, NA  April 1999 - September 2000
Wells Fargo Bank, NA  January 1997 - March 1999
Wells Fargo Bank, NA  December 1994 - December 1996
Wells Fargo Bank, NA  January 1993 - December 1994

Skills
Banking, Mortgage Lending, Investments, Loans, Strategic Planning, Wealth Management, Mutual Funds, Credit, Asset Managment, Securities, Portfolio Management, Financial Services, Commercial Banking, Financial Goals, Series 7, Public Relations

Education
University of California, Irvine   1985 — 1988
MBA, Management

California State University, Fresno   1977 — 1981
BA, Journalism

Tim Petrovich Tim Petrovich Greater San Diego Area Details
Tim Petrovich's LPL Financial Experience April 2015 - Present
Job Regional Director Business Development
Industry Financial Services
Experience
LPL Financial   April 2015 - Present
LPL Financial   April 2014 - Present
LPL Financial   October 2012 - April 2014
LPL Financial   February 2011 - October 2012
LPL Financial   October 2009 - February 2011
LPL Financial   September 2009 - October 2009
Northwestern Mutual  June 2008 - April 2009
Cingular Wireless  March 2005 - August 2006
Wells Fargo Bank  November 2002 - March 2005

Skills
Sales Management, Management, New Business Development, Customer Service, Sales, Finance, Investments, Risk Management, Analysis, Time Management

Education
California State University-Chico
Bachelor of Science, Business Administration; Financial Management and Financial Services

Chase Riepl Chase Riepl Pocatello, Idaho Area Details
Chase Riepl's LPL Financial Experience July 2014 - September 2014
Job Financial Advising Intern at Edward Jones | Vice President at BYUIdaho Investment Society
Industry Financial Services
Experience
Edward Jones  August 2015 - Present
BYU-Idaho Investment Society  September 2014 - Present
Elevati, LLC   July 2014 - August 2015
LPL Financial   July 2014 - September 2014
East Idaho Credit Union  January 2014 - September 2014

Skills
Leadership, Investments, Finance, Public Speaking, Time Management, Management, Teamwork, Microsoft Excel, Customer Service, Communication Skills, Bilingual-English/Spanis..., Equity Research, Data Analysis, Organized self-starter, Email Marketing, Advertising Operations, Marketing, Capital Markets, Financial Services, Personal Finance, Emotional Intelligence, DoubleClick, Equity Indices, International Capital..., Economic Policy, Microsoft Office, Spanish, Remarketing, Google Adwords, Financial Planning, Equities, Asset Allocation, Financial Analysis, Fixed Income, Interest Rates

Education
Brigham Young University - Idaho   2013 — 2016
Business Management, Finance, Major GPA: 3.90

Elizabeth Manion Elizabeth Manion Greater San Diego Area Details
Elizabeth Manion's LPL Financial Experience February 2014 - Present
Job Sr. Internal Regional Director Masters
Industry Financial Services
Experience
LPL Financial   February 2014 - Present
LPL Financial   September 2010 - February 2014
Solymar Realty   March 2003 - October 2013

Skills
Series 7, series 24, Governance, Risk and..., Strategic Planning, FINRA, Microsoft Office, Series 24, Securities, Public Speaking, Business Development, AML, Sales, Negotiation, Mutual Funds, Real Estate, Investment Properties, Broker-Dealer

Education
Cabrillo College   1996 — 2000

David Delfiner David Delfiner Charlotte, North Carolina Area Details
David Delfiner's LPL Financial Experience March 2013 - July 2013
Job Information Security Engineer
Industry Information Technology and Services
Experience
Wells Fargo  January 2015 - Present
Wells Fargo  August 2013 - January 2015
LPL Financial   March 2013 - July 2013
Wells Fargo  July 2011 - January 2013
Dave's Computer Corner, LLC   March 2009 - June 2011
daviddelfiner.com,LLC   December 2000 - March 2009
Falcon Financial   September 2000 - December 2003
Champion International  May 1998 - August 2000
Radio Shack  1988 - 1995
Radio Shack  1988 - 1995

Skills
Management, Project Management, Servers, Operating Systems, Hardware, Visio, Process Improvement, SDLC, Vendor Management, SharePoint, Business Analysis, Change Management, Strategic Planning, Active Directory, VMware ESX, Windows Server, IT Strategy, SQL, Team Leadership, System Administration, VMware, Data Center, Troubleshooting, Microsoft Exchange, Networking, Network Administration, Technical Support

Education
Caldwell Community College and Technical Institute   2014 — 2014
VMWare ICM for VCP 5.5

State University of New York College at Purchase
Information Technology

David Chenet, CFA David Chenet, CFA Bridgewater, New Jersey Details
David Chenet, CFA's LPL Financial Experience June 2006 - September 2009
Job Vice President Investments at Paradigm Wealth Management
Industry Financial Services
Experience
Paradigm Wealth Management   January 2015 - Present
First Allied Securities  October 2012 - January 2015
First Allied Securities  September 2009 - October 2012
LPL Financial   June 2006 - September 2009

Skills
Series 7, FINRA, Series 63, Uniform Combined State..., Series 24, Mutual Funds, Securities, Options, Securities Regulation, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies, Investment Management, Wealth Management

Education
San Diego State University-California State University   2007 — 2009
MBA

Bryant University   2000 — 2004
BA, International Studies

Brad Fryer Brad Fryer Greater San Diego Area Details
Brad Fryer's LPL Financial Experience April 2008 - December 2009
Job Senior Vice President, Strategic Accounts
Industry Financial Services
Experience
NorthStar Securities, LLC  April 2012 - Present
Santa Fe Christian Schools  July 2011 - June 2015
CNL Securities   January 2010 - April 2012
Big Brothers, Big Sisters of San Diego County  January 2008 - April 2012
LPL Financial   April 2008 - December 2009

Skills
Alternative Investments, Strategic Planning, Series 7, Mutual Funds, Series 63, Series 24, Investment Advisory..., Financial Services, Securities, Investment Advisory, Financial Advisory, Risk Management, Equities, FINRA, Selling, IRAs, Investments, Fixed Annuities, Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Wealth Management, Series 65, Estate Planning, 401k, Uniform Combined State..., Financial Planners, Retirement Planning, Fixed Income, Sales, Investment Management, Series 6, Relationship Management, Separately Managed..., Wealth, Banking, Bonds, Capital Markets, ETFs, Hedge Funds, High Net Worth..., Insurance, Life Insurance, Retirement, Strategic Financial..., Wealth Management...

Education
California State University-Fresno   1984 — 1987
Bachelor of Science (BS), Finance, General

Joey Rackley Joey Rackley Charlotte, North Carolina Details
Joey Rackley's LPL Financial Experience June 2014 - Present
Job Vice President, LPL Financial Research
Industry Financial Services
Experience
LPL Financial   June 2014 - Present
LPL Financial   March 2013 - Present
LPL Financial   June 2008 - March 2013
Wachovia Securities, LLC  July 2004 - May 2008

Skills
Series 7, Bloomberg, Series 63, Mutual Funds, Investments, Asset Allocation, Equities, Investment Strategies, Fixed Income, Portfolio Management

Education
Brown University   1999 — 2003
Bachelor of Arts (B.A.), History

Monica Logan, PMP Monica Logan, PMP Greater San Diego Area Details
Monica Logan, PMP's LPL Financial Experience February 2007 - Present
Job Senior Vice President, Technology at LPL Financial
Industry Financial Services
Experience
LPL Financial   February 2007 - Present
Soroptimist International of San Diego   April 2002 - Present
PMI San Diego Chapter  2002 - Present
Intuit  February 2004 - January 2007
Motorola Semiconductor  February 2000 - March 2002
PKS  1997 - 2000
IBM  1991 - 1994

Skills
Software Development, PMO Development, PMO, SDLC, Program Management, Software Project..., PMP

Education
California Polytechnic State University-San Luis Obispo   1978 — 1981
BS, Computer Science

Brian Ringseis Brian Ringseis San Francisco, California Details
Brian Ringseis's LPL Financial Experience November 2004 - December 2006
Job User Experience Developer at Hotwire
Industry Design
Experience
Hotwire  August 2014 - Present
SAY Media  January 2011 - August 2014
Y&R  2008 - 2011
McCann Worldgroup  February 2006 - October 2008
LPL Financial   November 2004 - December 2006
Skeeo Creative   January 2004 - January 2005
Sebastien Presents   2003 - 2004
Macromedia  2001 - 2003
Brainpower.com   January 1999 - October 2001
Matte World Digital  May 1995 - December 1999

Skills
User Experience, AngularJS, jQuery, Bootstrap, Creative Direction, HTML 5, CSS, Interaction Design, Photography, Interactive Advertising, Photoshop, WordPress, JavaScript, User Interface, User Interface Design, Web Design, Advertising, Animation, PHP, Logo Design, Art Direction, Interactive Media, Concept Development, Creative Strategy, Adobe Creative Suite, 3D Studio Max, SEO, Digital Strategy, Wireframes, Online Advertising, Email Marketing, Motion Graphics, Information Architecture, Digital Marketing, Digital Media, Dreamweaver, Web Development, Interactive Marketing, Content Management, Social Media Marketing, Graphic Design, After Effects, Social Media, Flash Animation, Online Marketing, Flash, ActionScript

Education
California State University-Chico   1991 — 1996
Bachelor of Fine Arts (BFA), Sculpture

California State University-Chico   1991 — 1996
Bachelor of Fine Arts (B.F.A.), Sculpture

Sallie Larsen Sallie Larsen Greater San Diego Area Details
Sallie Larsen's LPL Financial Experience May 2012 - Present
Job Managing Director, Chief Human Capital Officer LPL Financial
Industry Financial Services
Experience
LPL Financial   May 2012 - Present
Federal Home Loan Bank - Office of Finance   November 2009 - April 2012
Georgetown University  September 2008 - December 2009
Capital One  April 2003 - October 2008
Marriott Senior Living Services  November 1998 - April 2003
TRW, now Northrop Grumman, Systems Integration Group   1990 - June 1998

Skills
Organizational..., Succession Planning, Deferred Compensation, Talent Management, Human Resources, Organizational..., Employee Engagement, Change Management, Organizational Design, Internal Communications, Leadership, Onboarding, Leadership Development, Strategic Communications, Recruiting, Employee Relations, Strategy, Management, Program Management, Personnel Management, Talent Acquisition, Executive Management, Budgets, Executive Coaching, HRIS, Performance Management, Workforce Planning, Employee Benefits, Career Development, Mergers & Acquisitions, Management Development, Employee Training, HR Policies

Education
Purdue University   1975 — 1977
MA, Organizational Communications

California Lutheran University   1971 — 1975
BA, Sociology

Christopher McCarry Christopher McCarry Greater San Diego Area Details
Christopher McCarry's LPL Financial Experience October 2007 - July 2010
Job Vice President at Chandler Asset Management
Industry Financial Services
Experience
Chandler Asset Management  July 2013 - Present
Zacks Investment Management  July 2010 - June 2013
LPL  October 2007 - July 2010
LPL Financial Services  October 2007 - July 2010
LPL Financial   October 2007 - July 2010
LPL  July 2005 - September 2007

Education
Bucknell University   1997 — 2001
Bachelor of Arts (B.A.), International Relations and Affairs

Harmony Wilson Harmony Wilson Greater Boston Area Details
Harmony Wilson's LPL Financial Experience July 2009 - September 2011
Job Project Manager
Industry Publishing
Experience
GEX, Inc.   October 2011 - August 2012
LPL Financial   July 2009 - September 2011
LPL Financial   August 2006 - June 2009
Harvard Health Publications  June 2006 - July 2006
Houghton Mifflin Company  July 2005 - May 2006
Houghton Mifflin Company  January 2005 - July 2005
Houghton Mifflin Company  January 2001 - January 2004
Houghton Mifflin Company  January 2000 - January 2001
Houghton Mifflin Company  January 1999 - January 2000
Pearson Custom Publishing  January 1998 - January 1999

Education
Bunker Hill Community College
Associates, Communications

Emerson College
Bachelor of Arts, Writing, Literature

Masco

University of Massachusetts
Instructional Design

Eric Fullerton Eric Fullerton Greater San Diego Area Details
Eric Fullerton's LPL Financial Experience January 2012 - Present
Job Sr. Program Manager at LPL Financial
Industry Computer Software
Experience
LPL Financial   January 2012 - Present
Deloitte  2013 - 2014
Mitchell1  January 2007 - October 2012
Pfizer  2006 - 2007
AT&T  2003 - 2006
AT&T  2000 - 2003

Skills
PMO, Agile Methodologies, Software Project..., Agile Project Management, SDLC, Business Analysis, Project Portfolio..., Scrum, Requirements Analysis, Disaster Recovery

Education
California Polytechnic State University-San Luis Obispo
B.S., International Busiess

National University
M.S., Software Engineering

Neysa Toulouse Neysa Toulouse Greater San Diego Area Details
Neysa Toulouse's LPL Financial Experience July 2012 - December 2013
Job Administrative Assistant III at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente  June 2015 - Present
Kaiser Permanente/ICONMA   October 2014 - Present
Dunhill Marketing & Insurance Services   February 2014 - May 2014
LPL Financial   July 2012 - December 2013
Colonial Life  October 2011 - April 2012
West Coast Life  July 2002 - July 2010
Indy Mac Bank  2002 - 2002

Skills
Insurance, Employee Benefits, Underwriting, Customer Service, Term Life Insurance, Outlook, Disability Insurance, Life Insurance, Brokers, Long-term Care, New Business Development, Access, Analysis, Sales

Education
Notre Dame de Namur University   2002 — 2004
MBA, Finance

California State Polytechnic University-Pomona   1997 — 2000
BS, Business Administration

Jason Vea Jason Vea San Diego, California Details
Jason Vea's LPL Financial Experience February 2013 - Present
Job Storage Engineer at LPL Financial
Industry Financial Services
Experience
LPL Financial   February 2013 - Present
Caterpillar Financial  June 2011 - February 2013
LPL Financial   December 2007 - June 2011
Electronic Data Systems  June 2004 - December 2007

Skills
Disaster Recovery, Active Directory, Clariion, Brocade, VMware, Microsoft Technologies, EMC Celerra, Storage Area Networks, NetApp, Data Center, Storage, SAN, Microsoft Exchange, Operating Systems, Solution Architecture, Servers, Brocade Fibre Switches, Cisco MDS SAN switches, Enterprise Architecture, Enterprise Storage, IBM SAN, VMware ESX, Windows Server, Troubleshooting, System Administration, IT Operations, Information Technology, Storage Virtualization, Virtualization

Education
California State Polytechnic University-Pomona   1996 — 1999

ITT Technical Institute

Mt. Carmel High School

Robert Streett Robert Streett Sequim, Washington Details
Robert Streett's LPL Financial Experience January 1997 - January 2001
Job Owner of Clear Water Bidets
Industry Health, Wellness and Fitness
Experience
Clear Water Bidets   December 2014 - Present
Intellicheck Mobilisa  November 2013 - November 2014
Intellicheck Mobilisa  October 2011 - November 2013
Home Depot Exteriors   October 2008 - September 2011
Videojet  February 2005 - March 2007
Weber Packaging Solutions, Inc.   August 2001 - March 2005
Xcell Community Services   1999 - 2002
Financial Network Investment Corporation, Member SIPC  January 2001 - August 2001
LPL Financial   January 1997 - January 2001
Morgan Stanley Smith Barney  January 1994 - January 1997

Skills
Account Management, Budgeting, Business Process, Contract Negotiation, Customer Service, Data Analysis, Databases, Federal Government Sales, Financial Planning, Graphic Design, Hardware Installation, Inventory Management, Key Account Management, Marketing Communications, Marketing Management, New Business Development, Public Speaking, Retail Sales, Small Business Owner, Software Sales, Software Training, Wireless Solutions, Youth Work, Compassion, Positivity, Wireless, Sales, Leadership, Budgets, Program Management, Security, Training, Management, Software Industry, Sales Management, Strategic Financial..., Enforcement, Direct Sales, Project Management, Strategic Planning, Business Development, Solution Selling

Education
California State Polytechnic University-Pomona
Bachelor Science, Business Administration; Marketing Management

Rowland High

James Norwood James Norwood San Diego, California Details
James Norwood's LPL Financial Experience September 1994 - April 2013
Job Executive Vice President I Priority Financial Group & CUFN
Industry Financial Services
Experience
Priority Financial Group & CUFN   October 2014 - Present
Carey Financial LLC, an affiliate of W. P. Carey Inc.   April 2013 - October 2014
LPL Financial   September 1994 - April 2013
Dreyfus  March 1987 - September 1994

Skills
Investments, Series 7, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Series 63, Investment Advisory, Variable Annuities, Strategy, Series 24, Investment Management, Financial Modeling, Asset Management, Series 65, Risk Management, Securities, Retirement Planning, Financial Analysis, Banking, Financial Services, Alternative Investments, Finance, Relationship Management, Uniform Combined State..., Mergers & Acquisitions, Capital Markets, Business Development, FINRA, ETFs, Separately Managed..., Estate Planning, 401k, Retirement, IRAs, Strategic Financial..., REIT, Strategic Planning, Equities, Hedge Funds, Series 6, Fixed Annuities, Wealth, Wealth Management..., Fixed Income, Investment Strategies, Financial Advisory, Life Insurance, Insurance

Education
Bryant University   1981 — 1985
BSBA, Business Administration and Management, General

Greg Woods Greg Woods Greater Boston Area Details
Greg Woods's LPL Financial Experience May 2012 - Present
Job Executive Vice President and Deputy General Counsel at LPL Financial
Industry Financial Services
Experience
LPL Financial   May 2012 - Present
First Marblehead  August 2008 - April 2012
First Marblehead  April 2006 - August 2008
Wilmer Cutler Pickering Hale and Dorr LLP  May 2004 - April 2006
Wilmer Cutler Pickering Hale and Dorr LLP  October 1999 - April 2004

Skills
Due Diligence, Securities Regulation, Corporate Law, Leadership, Risk Management

Education
Georgetown University Law Center   1996 — 1999
J.D., cum laude

Brown University   1992 — 1996
A.B., magna cum laude

Peter Do Peter Do Greater San Diego Area Details
Peter Do's LPL Financial Experience August 2014 - Present
Job Compliance Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial   August 2014 - Present
LPL Financial   October 2013 - July 2014
Scottrade  June 2010 - September 2013
Scottrade  June 2009 - June 2010
AT&T  June 2008 - December 2008
Medic-1   July 2006 - December 2008

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Finance, Investments, Series 7, Series 24, Series 4, Series 63, Financial Analysis, Financial Modeling, Sales, Training, Access, Forecasting, Strategic Financial..., Corporate Finance, Trading, Technical Analysis, Outlook, Regulatory Compliance

Education
California State Polytechnic University-Pomona   2004 — 2009
BS, Finance

Fullerton College   2007 — 2007
Statistics

Marc Arroyo Marc Arroyo Irvine, California Details
Marc Arroyo's LPL Financial Experience November 2011 - January 2015
Job Client Relations at State Street
Industry Investment Banking
Experience
State Street  January 2015 - Present
LPL Financial   November 2011 - January 2015
LPL Financial   August 2009 - November 2011

Skills
Finance, Peformance Return..., Relationship Management, Financial Data..., Portfolio Management, Financial Analysis, Financial Services, Customer Service, Investments, Analysis, QA Testing, Accounting, Insurance, Trading, Program Management, Cash Management, Time Management, Microsoft Excel, PowerPoint, Networking

Education
California State University-Fresno   2004 — 2006
B.S. Business Administration, Finance

Nathan Parker, CFA, CAIA Nathan Parker, CFA, CAIA Greater San Diego Area Details
Nathan Parker, CFA, CAIA's LPL Financial Experience August 2011 - August 2013
Job Investment Research Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  September 2013 - Present
LPL Financial   August 2011 - August 2013
LPL Financial   June 2010 - August 2011
Bainbridge Capital  January 2009 - July 2009
Bank of America  May 2006 - July 2009
UBS  June 2004 - August 2004

Skills
Financial Modeling, Portfolio Management, Series 7, Series 63, Financial Analysis, Investments, Asset Allocation, Equities, Asset Managment, Mutual Funds, Securities, Banking, Corporate Finance, Wealth Management, Microsoft Excel, Data Analysis, Bloomberg, Investment Strategies, Risk Management, Microsoft Office, Fixed Income, Trading, Private Equity

Education
San Diego State University-California State University   2007 — 2009
MSBA, Finance

California State University-Chico   2001 — 2006
Business Administration, Finance, Economics

Kelly Colin Partch Kelly Colin Partch Woodland, California Details
Kelly Colin Partch's LPL Financial Experience September 2009 - September 2010
Job Accountant at Five Crowns Marketing
Industry Accounting
Experience
Five Crowns Marketing   July 2014 - Present
C.H. Robinson   August 2012 - April 2014
Timco Worldwide a C.H. Robinson Company   June 2010 - August 2011
LPL Financial   September 2009 - September 2010
Timco Worldwide Inc.   June 2002 - September 2009
Phi Alpha Delta Law Fraternity, International  2008 - 2009

Skills
Financial Analysis, Accounts Receivable, Accounting, Forecasting, Accounts Payable, Financial Reporting, Microsoft Excel, Budgets, Financial Accounting, QuickBooks, Microsoft Office, Customer Service, General Ledger, PowerPoint, Microsoft Word, Strategic Planning, Event Planning, Organization, Inventory Management

Education
California State University-Fresno   2006 — 2010
Bachelor of Science, Business Administration: Finance

Brian Jonas, CFP® Brian Jonas, CFP® Hartford, Connecticut Area Details
Brian Jonas, CFP®'s LPL Financial Experience July 1995 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
LPL Financial   July 1995 - Present
Invest Financial  February 1993 - July 1995
GNA Securities   December 1989 - February 1993

Skills
Retirement Planning, Fixed Annuities, Mutual Funds, 401k, Estate Planning, IRAs, Retirement, Series 7, Wealth Management, Financial Advisory, Series 65, Series 6, Insurance, Series 63, Investment Advisory, Life Insurance, Strategic Financial..., Wealth Management..., FINRA, Indexed Annuities

Education
College for Financial Planning   1991 — 1993
CFP®, Financial Planning

Bryant University   1982 — 1986
BS, Business Administration, Psychology

CHRISTOPHER IVY CHRISTOPHER IVY San Diego, California Details
CHRISTOPHER IVY's LPL Financial Experience October 2013 - Present
Job Business Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial   October 2013 - Present
US Air Force Reserve  October 2007 - Present
J.P. Morgan Chase Bank   October 2011 - February 2013
Key Bank  February 2008 - October 2011
Bank of America  2003 - 2005

Skills
Credit, Banking, Credit Analysis, Loans, Commercial Banking, Risk Management, Mortgage Lending, Financial Analysis, Investments, Underwriting, Consumer Lending, Mortgage Banking, Insurance

Education
University of Phoenix   2008 — 2011
Bachelor of Science in Business - Finance, Finance

Bryant & Stratton College   1999 — 2001
Associates, Drafting engineering

Dave Powers Dave Powers Greater Boston Area Details
Dave Powers's LPL Financial Experience June 1996 - July 2002
Job Portfolio Manager at Coldstream Capital Management
Industry Financial Services
Experience
Coldstream Capital Management  December 2014 - Present
Sandy Cove Advisors, LLC   January 2014 - September 2014
Kanon Bloch Carre   May 2011 - January 2014
RINET Company, LLC  May 2004 - May 2011
LPL Financial   June 1996 - July 2002

Skills
Equities, Wealth Management, Hedge Funds, Investments, Series 7, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Financial Analysis, Financial Services, Risk Management, Financial Modeling, Retirement Planning, Financial Markets, High Net Worth..., Financial Planners

Education
Bryant University   1992 — 1996
Finance, General

Doris Caramello Doris Caramello Greater San Diego Area Details
Doris Caramello's LPL Financial Experience June 2014 - Present
Job Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial   June 2014 - Present
VendorPass  April 2013 - June 2014
LPL Financial   2007 - 2012
Madison Avenue Securities  2005 - 2007
CheckFree Investment Services (FISERV)   2001 - 2005
Neiman Marcus  1999 - 2001
Goldman Sachs  1991 - 1999

Skills
Series 7, 24 and 66..., Highly proficient in..., Computer literacy in..., Mutual Funds, Securities, Wealth Management, Equities, Asset Management, Investments, Alternative Investments, Financial Services, FINRA, Strategic Financial..., Risk Management, Relationship Management, Capital Markets, Series 7, Finance, Financial Analysis, Series 63

Education
Thunderbird School of Global Management
Executive Education Program, Leadership in the Global Enterprise

Thunderbird School of Global Management
Masters, International Management

California State Polytechnic University-Pomona
BS, Finance, Real Estate & Business Law

Randy Redd Randy Redd United States Details
Randy Redd's LPL Financial Experience January 2002 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial   January 2002 - Present
LPL Financial   January 2002 - Present
Motorola  January 1990 - January 2002

Education
Brigham Young University   1981 — 1987
BS, MBA, BS Chemical Engineering

Bill McCalmon Bill McCalmon Redlands, California Details
Bill McCalmon's LPL Financial Experience November 1975 - Present
Job Principal LPL Financial
Industry Financial Services
Experience
LPL Financial   November 1975 - Present

Skills
Retirement Planning, Strategic Planning, Wealth Management, Investment Advisory, Retirement, Investments, IRAs, Series 7, Strategic Financial..., 401k, Financial Advisory, Fixed Annuities, Public Speaking, Securities, Mutual Funds, Investment Management, Asset Managment, Asset Allocation, Investment Strategies, Business Strategy, Asset Management, Portfolio Management, Financial Services, High Net Worth..., Wealth Management..., Financial Planning

Education
American College   1983 — 1987
Chartered Life Underwriter and Chartered Financial Consultant

California State Polytechnic University-Pomona   1970 — 1972
Bachelor of Business Administration (BBA), Business

Greg Pelletier, CFP®, CLU, CHFC Greg Pelletier, CFP®, CLU, CHFC Charlotte, North Carolina Details
Greg Pelletier, CFP®, CLU, CHFC's LPL Financial Experience May 2007 - Present
Job Insurance Territory Manager at LPL Financial
Industry Insurance
Experience
LPL Financial   May 2007 - Present
Sun Life Financial  April 2006 - May 2007
Ameriprise Financial Advisors  June 2003 - May 2006
Putnam Investments  September 1998 - August 2003

Skills
Series 7, Long-term Care, Estate Planning, Insurance, High Net Worth..., Certified Financial..., 401k, Asset Allocation, Fixed Annuities, Investment Advisory, Life Insurance, Mutual Funds, Investments, Retirement, Retirement Planning, Securities, Strategic Financial..., Series 63, Series 6, Wealth Management

Education
Bryn Mawr College   2003 — 2010
CFP (R), CLU, ChFC, Finance

Stonehill College   2001 — 2003
BS, Management

Dean College   1998 — 2001
Associates, Management

Vahid Mafreshi Vahid Mafreshi San Diego, California Details
Vahid Mafreshi's LPL Financial Experience June 2014 - Present
Job Associate F & O Internal Auditor at LPL Financial
Industry Accounting
Experience
LPL Financial   June 2014 - Present
Comerica Bank  January 2013 - June 2013
First Financial Credit Union  November 2010 - November 2011
Kinecta Federal Credit Union  December 2008 - October 2010
Union Bank  September 2007 - June 2008
US Bank  2005 - 2007

Skills
Consumer Lending, Mortgage Lending, Loans, Credit, Loan Origination, Small Business Lending, Retail Banking, Refinance, Banking, Mortgage Banking, Residential Mortgages, FHA, Cash Management, Cross Selling, Lines Of Credit, Credit Cards, Credit Unions, Mortgage Underwriting, Branch Management, Deposits, Commercial Banking

Education
California State University San Marcos   2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting

MiraCosta College   2011 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Carlo Panaccione, CFP® Carlo Panaccione, CFP® San Francisco Bay Area Details
Carlo Panaccione, CFP®'s LPL Financial Experience 1998 - 2009
Job Founder, CEO, Private Wealth Advisor at Navigation Group, Inc.
Industry Financial Services
Experience
Navigation Group Wealth Planning and Management   December 1998 - Present
LPL Financial   1998 - 2009
LPL Financial   1998 - 2009
American Express Financial Advisors  December 1986 - December 1998

Education
California State University-Chico   1980 — 1983
BS, Communication, Business

Fay Dahhan,CFP ® Fay Dahhan,CFP ® Woodland Hills, California Details
Fay Dahhan,CFP ®'s LPL Financial Experience August 1998 - Present
Job President of Dahhan Wealth Management
Industry Financial Services
Experience
Dahhan Wealth Management   January 2012 - Present
LPL Financial   August 1998 - Present
Edward Airforce Base   January 1999 - January 2000
Beckman Instruments  June 1981 - January 1984

Skills
Estate Planning, Retirement, 401k, Retirement Plan..., Retirement Income..., Retirement Solutions, Investment Strategies, Insurance, Insurance Planning, CA Insurance Lic #..., Fixed Annuities, Wealth Management..., Finance, Securities, Wealth, Financial Planning, Investment Advisory, Investments, Series 7, Retirement Planning, Wealth Management

Education
College for Financial Planning   1999 — 2001
CFP, Financial Planning

California State Polytechnic University-Pomona   1979 — 1983
B.S., Chemical Engineering

Coreen Chang Coreen Chang San Diego, California Details
Coreen Chang's LPL Financial Experience August 2015 - Present
Job Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial   August 2015 - Present
LPL Financial   September 2009 - August 2015
LPL Financial   April 2007 - September 2009
LPL Financial   February 2005 - April 2007
TD Waterhouse Discount Brokerage  February 2004 - January 2005

Skills
Series 7, Series 63, Series 24, Series 66, Microsoft Office, Adobe Acrobat, Oracle Reports, ThomsonOne, Salesforce.com, FINRA, Mutual Funds, Securities, Financial Services, Asset Allocation, Retirement, Insurance, Broker-Dealer, Variable Annuities, ETFs, Process Improvement, Fixed Annuities, Investments, Uniform Combined State..., Financial Risk

Education
California Polytechnic State University-San Luis Obispo   1998 — 2003
Bachelor of Science (B.S.), Busines Administration

Laura (Arce/Schulze) Merrill Laura (Arce/Schulze) Merrill Corpus Christi, Texas Details
Laura (Arce/Schulze) Merrill's LPL Financial Experience 2001 - December 2013
Job HR/HRIS Professional
Industry Human Resources
Experience
LPL Financial   2001 - December 2013

Skills
HRIS Database Management, HRIS..., Process Improvement, Reporting & Analysis, Problem Solving, Project Management, Communication Skills, HRIS, Performance Management, Employee Benefits, Onboarding, Vendor Management, Employee Relations, Human Resources, Workday

Education
Cal Poly San Luis Obispo
Bachelor's degree, Human Resources Management and Services

David Lindemann David Lindemann San Diego, California Details
David Lindemann's LPL Financial Experience February 2015 - Present
Job Operations Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial   February 2015 - Present
United States Air Force  February 2004 - October 2010

Skills
Research, Operating Budgets, Performance Management, Quality Assurance, Safety Monitoring, Military Aviation, Structural Analysis, Business Analysis, Military Logistics, Logistics, Lean Thinking, SPSS, Public Speaking, Negotiation, Data Entry, Data Analysis, Leadership, Training, Military

Education
California State University-San Marcos   2012 — 2014
Bachelor's Degree, Social Sciences, emphasis in Economics, 3.4

Airman Leadership School
Certificate of Completion, Management

Community College of the Air Force
Associate's Degree, Airframe Mechanics and Aircraft Maintenance Technology/Technician

Josh McSpadden Josh McSpadden Escondido, California Details
Josh McSpadden's LPL Financial Experience May 2011 - August 2011
Job Student at California State UniversityFresno
Industry Accounting
Experience
LPL Financial   May 2011 - August 2011
Premier, Inc  May 2009 - August 2010

Education
California State University, Fresno   2011 — 2014
Bachelor's degree, Accounting and Finance

San Pasqual High School   2007 — 2011
High Diploma

Jennifer Manzano Jennifer Manzano Vista, California Details
Jennifer Manzano's LPL Financial Experience June 2014 - December 2014
Job Collections Account Representative at ARS National Services
Industry
Experience
ARS National Services  January 2015 - Present
Auction.com  August 2010 - March 2015
LPL Financial   June 2014 - December 2014

Skills
Microsoft Office, Outlook, Bilingual-English/Spanis..., Microsoft Excel, Customer Service, Online Auctions, Testing, Software Documentation, Analysis, Leadership

Education
California State University San Marcos
Management Information Systems

Palomar College   2012 — 2013

Robert Gerardi Robert Gerardi Revere, Massachusetts Details
Robert Gerardi's LPL Financial Experience February 2015 - Present
Job Senior IT Specialist at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial   February 2015 - Present
Mathematica Policy Research  May 2009 - October 2013
AMR Research  February 2007 - December 2008
John Hancock Financial Services  January 2006 - November 2006
Micro Center  August 2004 - January 2006

Skills
Technical Support, Windows Server, Active Directory, Networking, Computer Hardware, Microsoft Exchange, Firewalls, Switches, TCP/IP, Antivirus, Smartphones, Laser Printers, Microsoft Office, Windows Administration, Backup & Recovery..., VPN, Mac OS, Encryption, VMware, Computer Hardware..., Dell PowerEdge Servers

Education
Bunker Hill Community College

Pope John High

RETS Electronics Institute

Scott Toman Scott Toman Colorado Springs, Colorado Details
Scott Toman's LPL Financial Experience Financial PlannerLPL Finanical$
Job Financial Planner at LPL Financial
Industry Financial Services
Experience
LPL Financial   Financial PlannerLPL Finanical$

Skills
Financial Planning, Investments, Retirement Planning, Wealth Management, Mutual Funds, Finance, Portfolio Management, Retirement, Financial Advisory, Investment Advisory, Financial Services

Education
California State University, Los Angeles - College of Business and Economics   1995 — 1998
Finance, Finance and Economics

Select page



Similar Companies