Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Select Planning Group Inc. January 2015 - Present
Tax & Financial Group October 2013 - December 2014
Merrill Lynch 2011 - 2013
Daymon Worldwide 2008 - 2011
Skills
Management, Strategic Planning, Investments, Insurance, Forecasting, Data Analysis, Customer Service, Microsoft Office, Microsoft Excel, Real Estate, Competitive Analysis, Cross-functional Team..., Business Analysis, Process Improvement, Strategy, Business Development, Analysis, Leadership, Sales, Sales Management, CRM, Business Planning
Education
California State University-Fullerton
Bachelor of Arts (BA), Business Administration and Management, General
UBS Financial Services, Inc. September 2014 - Present
UBS Financial Services, Inc. July 2010 - September 2014
UBS Financial Services, Inc. November 2009 - August 2010
UBS Financial Services, Inc. July 2009 - November 2009
Waddell & Reed March 2009 - May 2009
Merrill Lynch September 2008 - February 2009
Education
University of Nevada-Las Vegas 2011 — 2012
Masters in Business Administration, Finance
California State University-Long Beach - College of Business Administration 2003 — 2008
Bachelor of Science, Finance, Bachelor of Science, Marketing
Palo Verde High School 1999 — 2003
McClure Investment Management, LLC April 2001 - Present
Cal Poly Pomona June 2006 - Present
Sutro & Company December 1997 - April 2001
Merrill Lynch October 1989 - December 1997
Skills
Investments, Portfolio Management, Asset Allocation, Financial Modeling, Corporate Finance, Valuation, Asset Management, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Markets, Risk Management, Strategic Planning, Due Diligence, Public Speaking, Financial Economics, Asset Managment, Quantitative Analytics, Budgets, Analysis, Microsoft Excel, Fixed Income, Plannning, Data Analysis, Financial Advisory, Business Strategy, Financial Reporting, Research, Money Management, Financial Services, Teaching, Registered Investment..., Investment Advisory..., Professors, Stock Picking, Municipal Bonds, Investment Strategies
Education
University of Southern California - Marshall School of Business 1996 — 1999
MBA in Finance
University of Southern California - Thornton School of Music 1986 — 1988
MM, Music Performance, Horn
California State University-Fullerton 1980 — 1984
BA, Economics
Glendora High School 1977 — 1980
U.S. Bank June 2015 - Present
U.S. Bank April 2014 - Present
CSUF Mihaylo College of Business and Economics September 2013 - December 2013
CSUF MBA Association January 2013 - December 2013
TAIT & Associates, Inc March 2012 - August 2012
Merrill Lynch January 2010 - June 2010
John Laing Homes 2007 - 2009
Skills
Leadership, Management, PowerPoint, Microsoft Excel, Economics, Public Speaking, Social Media Marketing, Customer Service, Financial Analysis, Microsoft Office, Forecasting, Market Research, Budgets, Credit Analysis, Strategic Planning, Microsoft Word, Strategy, Marketing
Education
California State University-Fullerton 2012 — 2013
Master of Business Administration (MBA), Management
California State University-Fullerton
Bachelor of Arts (B.A.), Economics
Sullivan & Cromwell LLP September 2014 - Present
Sullivan & Cromwell LLP May 2013 - August 2013
Warner Bros. Entertainment Group of Companies July 2012 - August 2012
Mitchell Silberberg & Knupp LLP May 2012 - July 2012
Merrill Lynch June 2008 - May 2009
Education
Harvard Law School
J.D.
California State University-Long Beach
B.A., Economics
Raymond James Financial Services, Inc. Member FINRA/SIPC June 2003 - Present
UBS February 1997 - June 2003
Merrill Lynch March 1990 - February 1997
Skills
Investments, Mutual Funds, Alternative Investments, Strategic Financial..., Financial Advisory, Securities, Retirement, Finance, Management, Series 7, Customer Acquisition, Fixed Annuities, Retirement Income..., Estate and Legacy..., Extensive knowledge of..., Wealth Management, Retirement Planning, Asset Allocation, Estate Planning, Asset Management, Series 63
Education
California State University-Long Beach 1975 — 1978
Bachelor of Science in Business Administration, Management
University of California, Irvine 1972 — 1974
Humanities
Wells Fargo Advisors, LLC August 2014 - Present
Merrill Lynch November 2006 - August 2014
Skills
Asset Allocation, Investment Strategies, Financial Advisory, Financial Services, Insurance, Multigenerational..., Securities, Tax-Efficient Strategies, 401k Rollovers, Risk Management, Business-Succession...
Education
California State University-Long Beach
Finance, Real Estate and Law, Finance and Financial Management Services
Ameritas October 2014 - Present
Wilson Financial Advisors September 2014 - Present
Merrill Lynch May 2014 - August 2014
DMT Distributors LLC January 2014 - July 2014
Lam & Associates LLC September 2013 - January 2014
Skills
Sales, Hospitality, Leadership, Investments, Financial Analysis, Success Driven, Financial Accounting, Public Speaking, Statistics, Stock Trading, Professional..., Professional Writing, Market Research, Finance, Multi Tasking, 401k, Creative Real Estate..., Strategic Financial..., Organizational..., Computer Proficiency, Personal Finance, Retirement Planning, Wealth Management, Customer Service, Financial Planning, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management
Education
California State University-Fullerton 2012 — 2014
Bachelor‛s degree, Business Administration (Finance)
Mount San Antonio College 2009 — 2012
Keller Williams Realty, Inc May 2014 - Present
Merrill Lynch October 2012 - April 2014
UBS Financial Services Inc. April 2008 - January 2014
Skills
Investments, Banking, Financial Analysis, Strategic Financial..., Investment Banking, Portfolio Management, Strategic Planning, Financial Modeling, Business Planning, Financial Planning, Corporate Finance, Negotiation, Microsoft Office, Series 7, Insurance, Customer Service, Equities, Risk Management, Series 66, California Health and..., California Notary Public, Real Estate Investment
Education
California State University-Long Beach - College of Business Administration 2004 — 2007
BS, Finance Real Estate and Law
Merrill Lynch March 2000 - Present
Hilton Worldwide May 1999 - March 2000
Disneyland Resort September 1994 - March 2000
Skills
Retirement Planning, Retirement, Investment Strategies, Portfolio Management, Wealth Management, Mutual Funds, Strategic Financial..., Series 63, Asset Allocation, Series 7, Series 65, Asset Management, Securities, Alternative Investments, Investments, Finance
Education
California State University-Long Beach 1994 — 1999
BS, Business Administration and Economics
College for Financial Planning 2009 — 2010
Chartered Retirement Planning Counselor
Merrill Lynch January 2015 - Present
Merrill Lynch July 2014 - January 2015
ETF Trends December 2013 - July 2014
Bank of America February 2010 - December 2013
Skills
Banking, Consumer Lending, Ethics, Sales, Retail Banking, Commercial Banking, Cross Selling, Foreign Currency..., Wire, Legal Compliance, Online Advertising, Online Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Volunteering, Team Leadership, Webcasting, Time Management, Community Outreach, Small Business Lending
Education
California State University-Long Beach 2012 — 2014
Bachelor of Arts (B.A.), Business Economics, Minor in Finance
Merrill Lynch October 2013 - Present
CSUF Mihaylo Leadership Scholars May 2013 - Present
CSUF Mihaylo Leadership Scholars September 2012 - Present
California State University, Fullerton September 2011 - October 2013
Merrill Lynch June 2013 - August 2013
CSUF Mihaylo Leadership Scholars January 2013 - May 2013
JLV Seafood Market & Travel Agency March 2006 - March 2008
Skills
Microsoft Office, Analysis, Time Management, Data Analysis, Economics, Financial Analysis, Event Planning, Teamwork, PeopleSoft, PowerPoint, Secretarial Skills, Spanish, Access, Call Center, Waitressing, Team Leadership, Leadership, Microsoft Excel
Education
California State University-Fullerton 2010 — 2014
Bachelor's degree, Economics, Junior
Santiago High School 2007 — 2010
YOUR MONEY MATTERS INC. May 2007 - Present
Simon Property Group 2004 - 2006
Mor-Watts Electric Inc 1996 - 2004
Merrill Lynch 1993 - 1995
Coldwell Banker Residential Brokerage 1986 - 1987
Coldwell Banker Residential Brokerage 1986 - 1987
Skills
Certified Quickbooks..., Certified Tax Preparer, Financial Planning, QuickBooks, Bookkeeping, Accounting, Financial Statements, Accounts Payable, Spreadsheets, General Ledger, Notary Public, Tax Accounting, Quicken, Outlook, Journal Entries, Payroll, Tax Preparation, Accounts Receivable, Strategic Financial..., Financial Reporting, Financial Analysis, US GAAP, Tax, Small Business, Corporate Tax, Income Tax, IRS, Invoicing, Tax Returns, Administration, Sales Tax
Education
California State University-Fullerton 1978 — 1983
Bachelors, Communications and Business Admin
Saddleback College
Accounting and Finance
ARANCA Valuations, Research & Advisory 2012 - Present
Murgitroyd May 2011 - March 2013
IBM May 2006 - January 2011
Merrill Lynch August 2004 - May 2006
UPS Supply Chain Solutions 2002 - 2004
Waterhouse Consulting (Nortel, EChemarkets, Floquip) 1998 - 2002
GE Capital 1994 - 1998
Skills
Start-ups, Business Development, Venture Capital, Intellectual Property, New Business Development, Licensing, Competitive Analysis, Due Diligence, Portfolio Management, Patents, Financial Modeling, Corporate Development, Investments, Program Management, Credit Analysis, Online Marketing, Asset Based Lending, Banking, Financial Analysis, Budgets, Cloud Computing, Capital Markets, Strategic Financial..., Commercial Real Estate, Project Finance, Team Management, Medical Devices, Financial Structuring, Structured Finance, Six Sigma, Private Banking, Network Infrastructure..., Venture Finance, Developing Strategic..., Securities Based Lending, Start Up Company..., Six Sigma Greenbelt..., Strategic Branding, Formal Bank Credit..., Sales Management, Business Strategy, Leadership, business planning, CFO, Harvard Alumni, Stanford Alumni, MIT Alumni, Magna Cum Laude, Valuations, Mergers & Acquisitions
Education
UC Irvine/ MBA / Series 7 & 66 1998 — 1998
Economics
Stanford University Graduate School of Business
Certificate Strategic Alliances, Technology/Software
California State University-Long Beach
Master of Business Administration (MBA), Accounting and Finance, 3.5 Graduated with Honors
UC Irvine
BS, Economics
SUNY Stony Brook
Economics
Monticello High School
SkyZone Trampoline Park February 2015 - Present
Corner Bakery Cafe August 2013 - January 2015
Merrill Lynch January 2014 - October 2014
Sumpto November 2012 - November 2013
City of La Verne June 2011 - August 2013
California State University, Fullerton January 2013 - May 2013
Corner Bakery Cafe January 2012 - June 2012
Skills
Interpersonal..., Business Math, Economics, Accountability, Recruiting, Team-oriented, Determination, Enjoy New Challenges, High Achiever, Professional Services, General Ledger, Cold Calling, Microsoft Office, Integrity, Critical Thinking, Leadership, Microsoft Excel, Social Networking, Teamwork, Customer Service, Interpersonal..., PowerPoint, Microsoft Word, Event Planning, Social Media, Time Management, Public Speaking
Education
Cal State Fullerton 2012 — 2016
American Solar Direct January 2012 - Present
ALL In : Action Lifestyle Licensing, International, LLC January 2008 - January 2011
Countrywide, Inc January 2005 - January 2008
Wells Fargo Advisors January 2003 - January 2005
Merrill Lynch January 1999 - January 2003
Wells Fargo January 1996 - January 1999
Costco Wholesale January 1988 - January 1996
Skills
Salesforce.com, Sales, Customer Service, Team Building, Sales Presentations, Selling, Cold Calling, Direct Sales, Sales Effectiveness, Key Account Management, Microsoft Office, Capital Equipment, Finance, Forecasting, Loans, Mortgage Lending, Business Development
Education
California State University-Fullerton 1988 — 1992
Bachelor of Arts (BA), Finance and Financial Management Services
Merrill Lynch March 2012 - May 2013
Shield Security, Inc. January 2000 - November 2010
The Printing Center June 1996 - December 1999
Skills
Analytical, Strategic Planner, Team Motivator, Analytical Skills, Integrity, Goal Oriented, Result Oriented, Strategic Thinking, Adaptation, Self-driven, Social Influence, Building Relationships, Critical Thinking, Creative Problem Solving, Team-oriented, Accountability, Organizational Structure, People Skills, Personal Finance, CRM, Collaborative Problem..., Organization &..., Time Management, Open Minded
Education
California State University-Long Beach 1988 — 1992
Bachelor of Science, Finance, Investment
Long Beach City College 1986 — 1988
Associates of Science, Mathematics
Athena Jackson March 2013 - Present
Isis World January 1983 - Present
Deloy Edwards November 2004 - May 2011
Merrill Lynch July 2002 - October 2004
Education
California State University-Long Beach 1974 — 1980
B.S., Business Administration
University of Southern California
Small business procurement, Business Administration and Management, General
Keller Williams Realty, Inc. April 2014 - Present
Merrill Lynch April 2014 - June 2015
Dow Jones May 1994 - January 2004
Dow Jones June 1992 - May 1994
Reebok January 1991 - June 1992
Skills
Residential Homes, Customer Service, Customer Relations, Sales Management, Marketing Management, Joint Marketing, Advertising, Target Marketing, Promotions, Sales Presentations, Outside Sales, Fundraising, Newspapers, Managing Distribution..., Cost Management, Employee Training, Microsoft Office, Sales, Marketing, Management, Real Estate, Marketing Strategy, Social Media Marketing
Education
California State University-Long Beach 1985 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
RBC Wealth Management August 2011 - Present
Merrill Lynch August 2009 - August 2011
Bank of America May 1997 - August 2009
Education
Cal State Fullerton 1999 — 2002
Finance, General
Orange Coast College 1996 — 1998
General Studies
Masimo March 2015 - Present
Health 2 Humanity July 2014 - Present
Chapman MBA Alumni Association January 2014 - Present
Bank of America August 2012 - March 2014
Chapman MBA Alumni Association March 2013 - December 2013
Merrill Lynch December 2011 - August 2012
Marriott Vacations Worldwide Corporation January 2008 - December 2008
Marriott Vacation Club International August 2001 - December 2008
Marriott Vacation Club International February 2001 - August 2001
Marriott Vacation Club International January 1999 - February 2001
Skills
Leadership, Strategy, Business Development, Management, CRM, Business Strategy, Strategic Planning, Marketing, Marketing Strategy, Strategic Partnerships, Microsoft Excel, Sales Operations, Financial Analysis, Finance, Marketing Communications, Sales Management, Banking, Market Research, Team Building, Time Management, Public Speaking, Customer Service, PowerPoint, Budgets, Leadership Development, Risk Management, Operations Management, Selling, Sales, Inventory Management, Teamwork, Investments, Competitive Analysis, Business Process, Customer Relations, Business Management, Mentoring, Forecasting, Leading Organizational..., Process Improvement, Product Development, Business Planning, Agent for Change, Organizational Change..., High Performance..., Business Intelligence, Medical Devices, Orthopedics, New Business Development, New Territory...
Education
Medical Sales College 2014 — 2014
Certified Orthopaedic Reconstruction & Trauma Graduate, Orthopedic Reconstruction & Trauma
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2012
Master of Business Administration (MBA), Emphasis in Finance - Strategic Management, Managerial and Organizational Behavior, Entrepreneurship
California State University-Long Beach - College of Business Administration 2008 — 2010
Bachelor of Science (B.S.), Business Administration - Marketing
Self-employed November 2013 - Present
Collagen Biomedical 1995 - 1999
IGI Laboratories, Inc July 1996 - January 1997
ICN Pharmaceuticals October 1995 - June 1996
Collagen Biomedical June 1995 - October 1995
Merrill Lynch January 1994 - June 1995
Skills
Enterprise Software, New Business Development, Contract Negotiation, Start-ups, SaaS, Strategic Planning, Strategic Partnerships, Salesforce.com, Cloud Computing, Product Management, Entrepreneurship, Professional Services, Management, Leadership, Virtualization, Solution Selling, Project Management, Team Building, Advertising, Marketing Strategy, Sales, Marketing, Social Media Marketing, Online Marketing, Sales Management, Product Marketing, Strategy, E-commerce, CRM, Sales Process, Direct Sales, Go-to-market Strategy, Selling, Mobile Devices, Business Development, Business Intelligence, Product Development, Business Alliances, Analytics, Business Strategy, Cross-functional Team..., Account Management
Education
California State University-Long Beach
BA, Art History
University of California, Los Angeles
Investment Property Group 2015 - Present
COUNTRY Financial® April 2012 - Present
Wells Fargo November 2008 - February 2012
Merrill Lynch September 2005 - October 2008
Skills
Disability Insurance, Retirement Planning, Life Insurance, Long Term Care Insurance, Fixed Annuities, Retirement, Term Life Insurance, Insurance, Long-term Care, Property & Casualty..., Health Insurance, Whole Life, Series 6, Series 63, Commercial Insurance, Estate Planning, Mutual Funds, Wealth Management, Underwriting, Series 7, Financial Advisory, Universal Life, Investments, Marketing, Sales, Risk Management
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Public Relations
VPHS
VPHS
Merrill Lynch March 2011 - Present
Morgan Stanley Smith Barney February 2010 - February 2011
Smith Barney March 2006 - February 2010
Smith Barney May 2004 - March 2006
Smith Barney March 2003 - May 2004
Smith Barney March 2002 - March 2003
Smith Barney May 2000 - March 2002
Smith Barney March 1999 - May 2000
R-Tec September 1994 - December 1999
Skills
Series 3, Series 7, Series 9, Series 10, Series 63, Series 66, FINRA, Mutual Funds, Securities, Uniform Combined State..., Wealth Management, Investment Advisory, Financial Services, Finance
Education
California State University-Fullerton 1998 — 2002
Master of Business Administration (MBA), General Studies
University of California, Irvine 1994 — 1998
Bachelor of Science (B.S.), Computer and Information Sciences, General
Lifestyle Design - Financial December 2009 - Present
Cornerstone Real Estate Funds May 2010 - May 2011
Grubb & Ellis Securities, Inc. April 2006 - December 2009
Mammoth Equities March 2005 - April 2006
A. G. Edwards & Sons, Inc. 1995 - 2005
Prudential Securities 1989 - 1995
Merrill Lynch 1986 - 1989
Skills
Consulting, Legal Support Services, Expert Witness, Securitized Real Estate, Asset Managment, Investments, Securities, Alternative Investments, Portfolio Management, Financial Advisory, Sales, Sales Management, Business Development, Insurance, Variable Annuities, Mutual Funds, TIC's, REIT's, Bonds, Stocks, Series 7/8/24/63/65, Real Estate, Asset Management, Executive Management, REIT, Marketing, Valuation, Brokerage
Education
California State University-Long Beach - College of Business Administration 1981 — 1985
Bachelor of Science, Finance - Investments
Los Alamitos High School 1979 — 1981
Merrill Lynch December 2012 - Present
US Trust, Bank of America Private Wealth Management August 2009 - December 2012
Bank of America Wealth Management Banking Support October 2007 - July 2009
Skills
Mortgage Lending, Credit Analysis, Six Sigma, Loans, Portfolio Management, Banking, Risk Management, Retail Banking, Credit Cards, Credit Risk, Business Analysis, Vendor Management, Relationship Management, CRM, Credit, Management
Education
California State University-Los Angeles 2001 — 2006
Accounting, Finance
UBS Financial Services Inc. March 2009 - Present
Merrill Lynch 2008 - 2009
Education
California State University-Fullerton
Finance
Fred Alger & Company 2012 - Present
The Hartford 1996 - 2012
Merrill Lynch 1992 - 1995
Education
California State University-Fullerton
Bachelor's degree, Finance, General
HighTower Advisors September 2010 - Present
Martin Thomas Wealth Management June 2009 - September 2010
Merrill Lynch June 2003 - June 2009
Education
California State University-Hayward - School of Business and Economics
The New Home Company Inc. September 2014 - Present
NRG Energy April 2014 - September 2014
Edison Mission Energy April 2012 - March 2014
Vertex Standard USA, Inc. 2010 - 2012
TigerLogic Corporation (formerly Raining Data) 2007 - 2009
Hein & Associates LLP 2006 - 2007
BALtrans Logistics, Inc. (now Toll Global Forwarding) 2002 - 2006
Merrill Lynch 2001 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Process Improvement, US GAAP, Financial Reporting, Strategic Planning, Financial Analysis, Business Strategy, SEC filings, Financial Management, Financial Projections, Financial Planning, Financial Modeling, Budgeting, Forecasting, Variance Analysis, Business Operations..., Financial Systems..., SAP, ERP, Internal Reporting, Cost Reduction, Internal Audit, Financial Accounting, IFRS, International Accounting, Transfer Pricing, Revenue Recognition, Monthly Close, Consolidation, SEC reporting, External Audit, Corporate Finance, Cash Management, Mergers & Acquisitions, Business Valuation, Acquisition Integration, Demergers, Change Management, Corporate Turnarounds, Restructuring, Profitable Growth, Business Planning, Business Analysis, Business Modeling, Product Analysis, P&L Management, Supply Chain Management, Inventory Management, Fixed Asset Management
Education
California State University-Fullerton 1997 — 2001
B.A., Business Administration, Concentration in Accounting
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2001
B.A., Business Administration, Concentration in Accounting
Talent 4U September 2013 - Present
National Mortgage Staffing October 2012 - June 2013
Ally Financial / GMAC Mortgage February 2012 - May 2012
Pacific Mortgage 2007 - April 2010
Epicor Software Corporation July 2007 - August 2007
Fremont Investment and Loans December 2006 - March 2007
Fremont Investment & Loan 2006 - 2007
NationPoint 2006 - 2006
Nation Point 2006 - 2006
Merrill Lynch 2006 - 2006
Skills
Mortgage, Consumer Finance, Applicant Tracking..., Technical Recruiting, Background Checks, Recruit for Wholesale..., Recruit for Retail..., Retail, Financial Services, Mortgage Lending, Recruiting, Contract Recruitment, Customer Service, Training, Employee Relations, Loan Servicing, Mortgage Banking, Leadership, Underwriting, Temporary Placement, Interviews, Talent Management, Talent Acquisition, Management, Operations Management, Finance, Sourcing, Banking, Onboarding, Sales, Human Resources, Call Centers, Networking, Loans, Screening, College Recruiting, Cold Calling, Staffing Services, Internet Recruiting, Taleo, Benefits Negotiation, Screening Resumes, Executive Search, Temporary Staffing, Job Fairs, Corporate Recruiting
Education
California State University-Fullerton 1985 — 1991
Studied in Communications
Edward Jones September 2014 - Present
Merrill Lynch September 2012 - September 2014
KTUL NewsChannel 8 June 1991 - September 2012
KAUZ-TV Wichita Falls, TX June 1989 - June 1991
KOSA-TV Midland/Odessa, TX February 1986 - June 1989
Skills
Television, Weather Forecasting, Broadcast Journalism, Weather, Meteorology, Media Relations, Broadcast Television, Financial Analysis, Financial Reporting, Strategic Financial..., Finance
Education
California State University-Fullerton 1979 — 1985
Bachelor, Communications: Broadcast Journalism
Mississippi State University
Meteorology
Perigon February 2013 - Present
Quantum Capital November 2006 - January 2013
Atlantis Investments (Now Whitestar) 2005 - 2006
Security National (Parent of Atlantis Investments) January 2005 - May 2005
ThinkEquity Partners 2004 - 2005
Quantit Group March 2003 - December 2004
Thomas Weisel Partners April 1999 - March 2003
Merrill Lynch July 1998 - April 1999
Montgomery Securities June 1996 - July 1998
Bank of America February 1994 - July 1996
Skills
Economy, Development Economics, Forecasting, Financial Analysis, Financial Modeling, Advisory Boards, Global Partnerships, Business Strategy, Portfolio Management, Economics, Investments, Valuation, Asset Management, Financial Markets, Macroeconomics, Strategy, Internet of Things, Business Development, Start-ups, Venture Capital, Equity Valuation, Competitive Analysis, Entrepreneurship, Investment Management, Fixed Income, Mergers & Acquisitions, Alternative Investments, Asset Allocation, Private Equity, Equity Research, Hedge Funds, Emerging Markets, Financial Advisory, Wealth Management, Bloomberg, Capital Markets, Investment Strategies, Corporate Development, Equities, Investment Banking, Finance, Management
Education
Rutgers University 1993 — 1994
MA, Development Economics / International Finance
London School of Economics 1993 — 1993
Development Economics / International Finance
Leningrad State University named after A.S. Pushkin 1992 — 1993
Development Economics
California State University-Long Beach
BA, Economics
Wells Fargo January 2013 - Present
Wells Fargo Bank October 2011 - December 2012
Wells Fargo December 2009 - October 2011
Merrill Lynch August 2008 - December 2010
Wells Fargo May 2004 - March 2008
Skills
Series 7, Series 66, Term Life Insurance, Real Estate, Whole Life, Uniform Combined State..., Credit, Banking, Finance, Loans, Leadership, Sales, Commercial Banking, Commercial Lending, Small Business Lending, Management, Customer Service, Credit Analysis, Consumer Lending, Financial Analysis, Mortgage Lending
Education
California State University-Fullerton 2003 — 2007
Bach, Criminal Justice
Sungrow Power Supply Co., Ltd June 2015 - Present
SMA America January 2014 - April 2015
ProEquities June 2010 - December 2013
Bankers Life and Casualty Company June 2010 - December 2013
Los Angeles Youth Network 2007 - 2010
Merrill Lynch January 2007 - June 2008
Phasebridge Inc. 2002 - 2005
JDS Uniphase 1998 - 2001
Ortel Corporation 1997 - 1998
Ortel Corporation 1993 - 1997
Skills
Building Relationships, Hands-on Training, Instructor-led Training, New Business Development, Asset Managment, Risk Assessment, Risk Management, Organizational..., Mentoring, Problem Solving, Needs Analysis, Client Presentation, Start-ups, Strategic Partnerships, Product Management, Business Development, Strategic Planning, Team Building, Sales Management, Insurance, Retirement, Marketing, Investments, Asset Management, Account Management, Aerospace, Sales, Contract Negotiation, Finance
Education
California State University-Long Beach 1986 — 1990
BS, Electrical Engineering
MetLife Premier Client Group of the Pacific September 2014 - Present
Merrill Lynch August 2011 - September 2014
AALL City Mortgage, Inc. 2001 - December 2010
Symtx 1998 - 2001
AALL City Properties, Inc. 1989 - 1998
Western Environmental Development, Inc. 1984 - 1989
Skills
Wealth Management, Strategic Partnerships, Mergers & Acquisitions, Retirement Planning, Strategic Planning, Series 7, Operations Management, Mergers, New Business Development, Start-ups, Series 66
Education
California State University-Hayward - School of Business and Economics
Business Administration, Finance
Keesler Company February 1988 - Present
Merritt College 1990 - 1992
Merrill Lynch 1985 - 1988
Skills
Investments, Real Estate, Finance, Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Budgets, Negotiation, Asset Management, Real Estate Economics, Investment Properties, Refinance, Residential Mortgages, Investors, Real Estate Financing, Selling, Residential Homes
Education
California State University-Long Beach
BA, Business
Keesler Technical Center
Yes, Radio Communications
Merritt College
AA, Real Estate
Combined Insurance United States February 2015 - Present
Ria Financial April 2014 - July 2014
Merrill Lynch January 2013 - May 2013
Sigue Corporation June 2009 - July 2011
Western Union / Vigo Remittance Corp - Orlandi Valuta April 2006 - May 2009
Vigo Remittance Corp November 2003 - April 2006
Vigo Remittance Corp September 2003 - November 2003
Skills
Payment Systems, Strategic Alliances, Payment Card Processing, Project Management, Sales Management, Turn Around Management, Business Development, Key Account Management, Strategic Planning, Payments, New Business Development, Sales, Management, Sales Operations, Negotiation, Sales Process, Leadership, Competitive Analysis, Strategy, Mobile Payments, Team Building, Team Leadership, Contract Negotiation, Direct Sales, Product Management, International Business, Risk Management, Relationship Management, Project Planning, Financial Services, Start-ups, Forecasting, Team Management, Banking, Cross-functional Team..., Business Planning, B2B, Account Management, Pricing, Operations Management, Business Strategy, P&L Management, Marketing Strategy, Product Marketing, Market Research, CRM, Salesforce.com, Analysis, Selling, Strategic Partnerships
Education
UCLA Anderson School of Management 2010 — 2011
Executive Program in Management, Management & Leadership Strategies
California State University-Long Beach
Psychology
Transcend Capital January 2015 - Present
Transcend Capital 2014 - 2015
Transcend Capital 2014 - 2015
Transcend Capital 2014 - 2015
Oppenheimer & Co. March 2012 - July 2013
Morgan Stanley Wealth Management July 2010 - April 2011
Dain Bosworth 1997 - 1999
Merrill Lynch February 1983 - February 1987
Skills
Series 63, Equity Trading, Equities, Asset Management, Electronic Trading, Trading Systems, Capital Markets, Institutional, Asset Allocation, Stocks, Series 24, Wealth Management, Risk Management, Mutual Funds, Bonds, Fixed Income, Financial Markets, Financial Planning, Proprietary Trading, Stock Picking, Asset, Investments, Asset Managment, Dark Pools, Algos, Block Trading, Institutional Accounts, Total Return, Fixed Income Portfolio..., Bond Funds, Tactical Asset..., Global Tactical Asset..., Alternative Investment..., Fixed Income Strategies, FINRA, Finance, Investment Strategies, Market Making, Portfolio Management, Alternative Investments, series 7 24 55 63 66..., Trading Strategies, Bloomberg, Securities, Series 7, Hedge Funds, Trading, Equity Research, Investment Management
Education
California State University-Long Beach - College of Business Administration 1976 — 1979
BS Finance, Finance, Economics
Registered Advisory Firm June 2009 - Present
Keith Alm Financial Support Services January 2009 - May 2009
Merrill Lynch May 2007 - December 2008
Merrill Lynch May 2006 - April 2007
Morgan Stanley June 2005 - April 2006
Chiron Corporation January 2001 - May 2005
Arthur Andersen LLP January 1993 - December 2000
Skills
Finance, Management, Portfolio Management, Financial Planning, Mutual Funds, Investments, Analysis, Wealth Management, Strategic Planning, Process Improvement
Education
California State University-Hayward - School of Business and Economics 1989 — 1992
Bachelor of Science, Business Administration/Accounting
Home Builders Association of the Central Coast November 2014 - Present
Eckles Wealth Management Inc. 2003 - September 2014
Smith Barney July 1995 - July 2003
Merrill Lynch December 1988 - July 1995
Skills
Management, Strategic Planning, Public Speaking, Public Relations, Finance, Strategy, Portfolio Management, Investment Management, Marketing, Social Networking, Social Media Marketing, Small Business, Entrepreneurship, Marketing Strategy, Social Media
Education
California State University-Long Beach - College of Business Administration 1982 — 1987
Bachelor of Science, Finance- Investments
California State University-Long Beach
Bachelor of Science (B.S.), Business Administration/Finance
OnemanCan.org January 2009 - Present
San Diego Historic Renovations, inc December 2004 - April 2013
Merrill Lynch 1984 - 2002
U.S. Army 1977 - 1984
Skills
Published Author, Blogging, Public Speaking, Training, Workshop Facilitation, Books, Publishing, Creative Writing, Freelance Writing, Storytelling, Non-fiction, Fiction, Community Organizing, Leadership, Legitimate Influence, Leadership Development, Grassroots Organizing, Political Activism, Campaign Strategies, Local Government, Seminars, Real Estate Development, Financial Analysis, Asset management, Construction Management, Construction, Financial Advisory, Asset Management, Activism, Team Building, Social Media, Customer Service, New Business Development, Strategy, Marketing, Strategic Planning, Management, Nonprofits, Public Relations
Education
New Mexico Military Institute
University of Alaska Fairbanks
California State University-Fullerton
Wells Fargo August 2008 - Present
Wells Fargo March 2005 - August 2008
American Express Financial Advisors February 2005 - March 2005
Merrill Lynch January 2005 - February 2005
Skills
Internal Audit, Banking, Investments, Training, Securities, Customer Service, Corporate Governance, Investment Operations, Financial Services, Wealth Management, Finance
Education
Keller Graduate School of Management of DeVry University 2007 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
California State University-Long Beach 2002 — 2004
Bachelor's Degree, Finance
ABA National Graduate Trust School Levels 1, 2, & 3.
Harvest Exchange 2013 - Present
Saibus Research 2012 - Present
LPL Financial 2011 - 2013
Merrill Lynch 2007 - 2011
Bershtel Enterprises 2005 - 2007
CDR Capital 2004 - 2005
Skills
Asset Management, Financial Modeling, Portfolio Management, Value Investing, Special Situations, Risk Analysis, Due Diligence, Equity Valuation, Asset Managment, Private Equity, Venture Capital, Investments, Equities, Factset, Bloomberg Terminal, Zephyr Style Advisor, Morningstar Direct, Bonds, Analysis, Alternative Investments, Fixed Income, Business Strategy, Impact Evaluation, Valuation, Mutual Funds, Hedge Funds, Equity Research, Bloomberg, Investment Management, Asset Allocation, Business Development, Entrepreneurship, Quantitative Analytics, Securities, Emerging Markets, Wealth Management, Capital Markets, Finance, Investment Strategies, Strategy, Start-ups, Financial Advisory, Analytics, Investment Advisory
Education
California State University-Long Beach
BS, Finance, Real Estate, and Law
Student Managed Investment Fund (SMIF), CSULB
Merrill Lynch March 2006 - Present
Ayres Hotel 2005 - 2006
Irvine Company 1998 - 2000
Education
California State University-Long Beach - College of Business Administration 2005 — 2007
MBA
University of California, Irvine 1996 — 2000
Bachelor of Arts (B.A.)
Merrill Lynch July 2013 - Present
Creative Business Solutions January 2001 - Present
V & T Auto Consulting January 2000 - July 2013
E2B Project, Pepperdine University May 2012 - August 2012
BONBONEL January 2001 - January 2007
MIKE MILLER TOYOTA January 1994 - January 1998
Skills
Business Management, Advertising, Marketing, Marketing Strategy, Sales, Brand Development, Leadership, Management, Business Strategy, E-commerce, New Business Development, Small Business, Financial Analysis, Financial Reporting, Corporate Finance, Corporate Identity, Start-ups, Online Marketing, Graphic Design, Logo Design, Corporate Branding, Concept Development, SEO, Packaging, Trade Shows, Web Design, InDesign, Microsoft Office, Team Leadership, Loans, Budgets, Direct Marketing, Budgeting, Illustrator, Photoshop, Creative Direction, Typography, Brochures, Logos, Creative Development, Layout, Posters, Graphics, PowerPoint, Mac, Annual Reports, Organizational..., Financial Accounting, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2014
MBA, Finance and Financial Management Services
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2014
Certificate in Private Capital Markets, MBA in Finance, Certificate Program
California State University-Long Beach 1998 — 2001
Bachelor of Arts;, Graphic Design
McQuilkin Wealth Management Group of Wells Fargo Advisors, LLC October 2007 - Present
Smith Barney March 2001 - September 2007
Merrill Lynch January 1996 - March 2001
HBLA Certified Public Accountants, Inc. 1987 - 1995
Squar & Clarke, CPAs., Inc. 1983 - 1986
Skills
Estate Planning, Retirement Planning, Tax, Portfolio Management, Banking, Mutual Funds, Finance, Budgets, Small Business, Financial Services, Strategic Financial..., Wealth Management, Mortgage Lending, Wealth, Asset Management, Investments, Financial Advisory, Risk Management, Insurance, Financial Analysis, Financial Modeling, Series 7, Retirement, Financial Planning, Financial Planners, Cash Management
Education
Golden Gate University 1989 — 1992
Masters of Science, Taxation
College for Financial Planning 1986 — 1988
CFP Professsional Education Program
Cal State Fullerton 1981 — 1984
Business Administration, Accounting
Golden Forex March 1999 - Present
HotForex March 1999 - Present
Merrill Lynch February 1990 - February 1999
Education
California State University-Hayward - School of Business and Economics 1990 — 1994
Bachelor, Finance
Merrill Lynch October 2010 - Present
GCAP Services,Inc. September 2008 - January 2010
Raytheon Space and Airborne Systems October 1977 - October 2007
Hughes Aircraft Company 1977 - 2007
Skills
Process Improvement, Project Management, MS Project, Program Management, Earned Value Management, Business Process..., Business Analysis, Requirements Analysis, Six Sigma, Proposal Writing, Integration, Change Management, Strategic Planning, Visio, Risk Management, Team Leadership, Project Planning, Financial Modeling, Software Project..., Systems Engineering
Education
California State University-Long Beach 1974 — 1976
Master of Business Administration (MBA), Marketing/Marketing Management, General
UCLA 1972 — 1974
BA, Economics
Red Home Realty & Construction 2009 - Present
Red Home Realty & Construction November 2005 - Present
Merrill Lynch 2000 - 2009
Skills
Investment Properties, Real Estate Economics, Real Estate, Licensed General..., Contractors, Short Sales, Foreclosures, Real Estate Development, Property Management, Commercial Real Estate, Residential Homes
Education
California State University-Hayward - School of Business and Economics 1995 — 1998
B.S., Business, Economics
JPMorgan Chase 1996 - 2004
MetLife 1991 - 1996
Merrill Lynch 1982 - 1985
Education
Pratt Institute 1987 — 1989
MFA, New Forms Design, Ceramics, Computer Animation, Film/Video production and editing
California State University-Hayward - School of Business and Economics
BS, Accounting, Finance, Economics
Mills College
Botany, Chemistry, Ceramics, Painting
University of California, Berkeley
Economics, Fine Arts
JNC Stone & Tile, Inc January 2013 - Present
HaneyRay & Associates, Inc. July 2010 - January 2013
Merrill Lynch May 2007 - September 2010
J A Hay, Inc. 2002 - 2007
Ishoni Networks February 1999 - March 2002
Platinum And Associates 1997 - 1999
Electec So Cal (TechWest Sales) 1994 - 1997
Lucent Technologies July 1992 - November 1995
McDonnell Douglas Corporation May 1986 - July 1992
Skills
Strategic Planning, Start-ups, Negotiation, Managerial Finance, Public Relations, PowerPoint, Research, Proposal Writing, Electronics, Engineering, Business Development, New Business Development, Business Strategy, Team Building, Product Management, Marketing Strategy, Product Development, Business Planning, Sales Management, Mergers, Customer Service, Leadership, Product Marketing, Budgets, Sales, Management, Process Improvement, Retail, Manufacturing, Analysis, Strategic Partnerships, Entrepreneurship, Strategy, Mergers & Acquisitions
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
MBA, Investment Management
California State University-Long Beach 1985 — 1991
BSEE, Electrical Engineering
Strategicdiscovery August 2007 - Present
Bank of America March 2007 - August 2007
Merrill lynch June 2007 - June 2007
Infreeda June 2006 - August 2006
InFreeDa November 2005 - June 2006
Roche December 2003 - December 2005
Skills
Networking, Active Directory, Security, Microsoft Exchange, Troubleshooting, Microsoft SQL Server, XP, Technical Support, Cisco Technologies, Switches, Windows, Citrix, Software Installation, Start-ups, Business Development, CCNA, Databases, Project Planning, Team Building, HP, Product Development, Access, Budgets
Education
California State University-Hayward - School of Business and Economics 2005 — 2006
Bachelor's degree, Business Administration and Management, General
Foothill College 2004 — 2005
Certificate, Computer Networking
City College of San Francisco 1999 — 2004
Certificate, Computer Networking
JCRE, Inc. May 2006 - Present
San Diego Crew Classic, Inc. April 2006 - Present
Waters Fine Catering June 1998 - Present
Merrill Lynch April 2011 - September 2012
EquiGrowth May 2009 - December 2010
Independent Financial Group LLC October 2005 - August 2007
Pacific Capital Mortgage January 2005 - October 2005
Pardee Home Loans 2002 - 2004
Wells Fargo Bank 1997 - 2002
Skills
Mortgage Banking, Mortgage Lending, Sales, Leadership, Management, Loan Origination, Insurance, Loans, Project Planning, Nonprofits, Marketing, Time Management, Financial Analysis, Training, Small Business, Investment Properties, Business Development, Finance, Strategic Planning, Strategy, Entrepreneurship, Team Building, Real Estate, Executive Management, Start-ups, Investments, Selling, Strategic Financial..., New Business Development, Budgets, Credit, Financial Advisory, Banking, Asset Management
Education
San Diego State University-California State University 1995 — 1997
California State University-Long Beach 1993 — 1995
Education
Orange Coast College 1991 — 1993
The Wetstein Group 2009 - Present
Lucas Group 2007 - 2009
Ballywho 2004 - 2007
Merrill Lynch 2002 - 2004
AOL 1996 - 2000
AOL 1992 - 1996
Skills
Talent Acquisition, Sourcing, Executive Search, Recruiting, Business Development, Business Networking, Account Management, New Business Development, Management, Interviews, Talent Management, Negotiation, Cold Calling, Social Networking, Coaching, Career Counseling, Authority, Evangelism, Positivity, Job Coaching, Job Opportunities, Connectors, Sales, Internet Recruiting, Entrepreneurship, Start-ups, Lead Generation, Sales Management, Employee Relations, Online Marketing, Published Author, Interviewing Subject..., Team Leadership, Job Search Strategies, Job Fairs, Graduate Recruitment, College Recruiting, Virtual Teams, Leadership Development, Student Recruiting, Training Videos, Employee Training, Instructor-led Training, Early-stage Startups, Start-up Consulting, Performance Management, Training, Consulting, Executive Management, Strategy
Education
California State University-Long Beach 1987 — 1990
BA, English
VaynerMedia July 2012 - Present
Real Solutions, Inc. April 2011 - June 2012
Revongo November 2011 - March 2012
DynastyWealth June 2005 - 2012
Morgan Stanley November 2005 - November 2006
Merrill Lynch June 2001 - November 2005
Skills
Real Estate Negotiation, Real Estate Investment, Direct Marketing, Online Marketing, Technology Integration, Short Sales, Direct Sales, Sales Management, Contract Negotiation, Raising Finance, Investment Properties, Online Advertising, Marketing, Social Media Marketing
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2003
B.A., Finance
Concordia University-Irvine 1998 — 1999
Business Admin, Sports Management
Merrill Lynch August 2012 - Present
Merrill Lynch April 2010 - June 2012
Merrill Lynch January 2007 - April 2010
Morgan Stanley 2006 - 2007
H&R Block Financial Advisors February 2002 - January 2006
Merrill Lynch August 1996 - February 2002
Skills
Series 7, Series 63, Series 65, Series 24, CIMA, Mutual Funds, Alternative Investments, Financial Advisory, Marketing, Sales Management, Salesforce.com, Personal Financial..., Investment Strategies, Structured Investments, Investment Policy..., Series 9, Series 10, CA Life & Health..., Licensed Property &..., Sales Presentations, Institutional Sales, Wealth Management, Separately Managed..., Fixed Income, Asset Allocation, Wholesaler, Equities, Strategic Financial...
Education
California State University-Fullerton - College of Business and Economics 1992 — 1996
Bachelor of Arts (B.A.), Finance
Merrill Lynch October 2009 - Present
Banc of America Investments July 2003 - October 2009
Skills
Financial Planning, Retirement Planning, Asset Allocation, Investment Strategies, Estate Planning, Credit, Strategic Financial..., Investment Management, Wealth Management, Investments, Portfolio Management, Series 63, Financial Advisory, Insurance, Alternative Investments, Retirement, Investment Advisory, Financial Planners, Mutual Funds, Uniform Combined State..., Series 7, Asset Management, Wealth Management..., Finance
Education
California State University-Fullerton
Business Finance, Financial Planning
Buckingham Family of Financial Services 1997 - Present
California Society of CPAs 2001 - 2002
Merrill Lynch 1994 - 1997
George & Starr Certified Public Accountants 1978 - 1994
Skills
Retirement Planning, Asset Allocation, Modern Portfolio Theory, Wealth Transfer, Estate Planning, Tax, Investments, Financial Planning, Investment Advisory, 401(k) Solutions
Education
California State University-Long Beach - College of Business Administration 1968 — 1974
Bachelors, Economics, Accounting
Mavenlink August 2015 - Present
Merrill Lynch March 2015 - June 2015
Greg Raths for Congress 2014 (45th District) January 2014 - June 2014
Nordstrom June 2011 - July 2012
Coach October 2010 - January 2011
Skills
Customer Service, Documentation, Organization Skills, Business Development, Time Management, Leadership, Marketing, Teamwork, Microsoft Word, Team Building, Strategic Thinking, PowerPoint, Microsoft Excel, EMR, Social Media, Research, Social Networking, Retail, Hospital Operations, Retail Sales, Writing, Critical Thinking, Sales Operations, Sales, Salesforce.com
Education
California State University-Fullerton
Bachelor’s Degree, Political Science & Minor in Business, Senior
Merrill Lynch September 2007 - Present
Cystic Fibrosis Foundation January 2011 - Present
Skills
Wealth Management, Financial Advisory, Retirement Planning, Investment Management, Equities, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Estate Planning, Concentrated Stock..., Liability Management
Education
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor®
California State University-Fullerton
Bachelor of Arts (B.A.)
College for Financial Planning
Chartered Retirement Planning Counselor
Biometrics June 2014 - August 2015
Starbucks February 2013 - May 2014
Merrill Lynch February 2014 - April 2014
Panera Bread September 2011 - February 2013
Space Systems Loral May 2012 - August 2012
Skills
Financial Services, Lead Generation, Customer Service, Time Management, Cold Calling, Cashiering, Process Scheduler, Microsoft Office, Cash Handling Experience, Administrative Work, Phone Etiquette, Report Writing, Public Speaking, Organizational..., Adaptability, PowerPoint, Teamwork, Microsoft Excel
Education
California State University-Fullerton 2010 — 2014
Bachelor's Degree, Business Administration
California State University-Fullerton 2010 — 2014
Bachelor's degree, Business Administration, Finance
Merrill Lynch January 2015 - Present
Merrill Lynch June 2012 - January 2015
Merrill Lynch August 2010 - June 2012
Banc of America Investment Services, Inc October 2008 - August 2010
Banc of America Investment Services, Inc June 2006 - September 2008
Skills
Series 7, Series 66, Series 24, Series 3, Series 4, Series 53, Licensed Life Insurance...
Education
Pepperdine University 2007 — 2010
Doctor of Education (Ed.D.), Organizational Leadership
California State University-Fullerton 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Fullerton 2001 — 2005
Bachelor of Arts (B.A.), International Business
Merrill Lynch March 2015 - Present
Merrill Lynch December 2013 - March 2015
RISA Technologies January 2013 - December 2013
Merrill Lynch June 2013 - September 2013
Orange County Wrestling Officials Association October 2012 - February 2013
Tesoro High School October 2011 - February 2012
Education
California State University-Fullerton 2010 — 2014
BA, Business Administration, Finance
Stearns Lending, LLC (NMLS# 1854) July 2000 - Present
Stearns Lending, LLC (NMLS# 1854) October 1995 - July 2000
CUB Funding February 1994 - September 1995
Franklin mortgage March 1987 - February 1994
Merrill Lynch April 1985 - February 1987
Skills
Forecasting, Organizational..., Loans, Mortgage Banking, FHA, Mortgage Lending, Refinance, Team Building, Executive Management, Leadership, Risk Management, Real Estate Financing, Investors, Underwriting, Commercial Lending, Credit, Real Estate, Loan Origination, Credit Risk, Investment Properties, Loss Mitigation, VA loans, Residential Mortgages, Finance, FHA financing, Reverse Mortgages, Credit Analysis, USDA, Loan Servicing, Construction Loans, Certified Mortgage..., Real Estate Economics, Funding, Banking, Financial Structuring, Commercial Mortgages, Mortgage Underwriting, Consumer Lending, Rates, Title Insurance, Government Loans, HUD
Education
California State University-Fullerton 1981 — 1985
BA, Business Adminitration
33 years banking and finance February 2014 - October 2014
Bank of America September 2006 - February 2014
Brokerage Operations, Washington Mutual 2003 - 2006
Merrill Lynch 2000 - 2003
Bank of America, Mortgage Operations 1992 - 2000
Skills
Regulatory Compliance, Operational Risk..., Mortgage Servicing..., SOX Compliancy, Reg AB, GSE-FNMA, FHLMC,..., Financial Risk
Education
California State University-Long Beach
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor of Arts (B.A.), English Language and Literature, General
University of California, Los Angeles
Irvine Company March 2006 - Present
The Irvine Company March 2006 - Present
Claim Jumper Restaurants July 2003 - March 2006
Automobile Club of Southern California January 2002 - July 2003
Automobile Club of Southern California December 2001 - January 2002
Merrill Lynch July 2000 - December 2001
Skills
Asset Management, Accounting, Auditing, Real Estate, Internal Audit, Forecasting, Internal Controls, Management, Finance, Accounts Payable, Leadership, Risk Management, Financial Statements, Analysis, Budgets
Education
Cal State Fullerton 1999 — 2001
Bachelor of Arts (B.A.), Accounting and Business/Management
Collectors Universe November 2014 - Present
Celtic Leasing Corp. July 2014 - October 2014
California State University, Fullerton May 2011 - May 2014
Merrill Lynch October 2013 - January 2014
AMC Theatres May 2010 - August 2010
Skills
Time Management, Microsoft Excel, Social Networking, Microsoft Word, Team Leadership, Teamwork, Communication, Social Media Marketing, PowerPoint, Writing, Market Research, Customer Service, Microsoft Office, Public Speaking, Social Media, Leadership
Education
California State University-Fullerton 2010 — 2014
Bachelor of Arts (B.A.), Business Marketing
Gabrielino High School 2006 — 2010
Giant Creative Strategy July 2015 - Present
Giant Creative Strategy November 2012 - June 2015
KineMed, Inc June 2005 - November 2012
KineMed, Inc August 2004 - June 2005
Ma Labs, Inc. August 2004 - August 2004
BLS Funding February 2004 - July 2004
Asset Management and Sales, Inc. August 2001 - January 2004
Asyst Technologies June 1999 - September 1999
Merrill Lynch 1996 - 1997
Skills
Biotechnology, College Recruiting, Employee Benefits, Business Development, Talent Acquisition, Applicant Tracking..., Talent Management, Workforce Planning, Benefits Administration, HRIS, Onboarding, Employee Relations, Human Resources, Organizational..., Recruiting, Pharmaceutical Industry, Lifesciences, Strategic HR, FMLA, Deferred Compensation, Technical Recruiting, Succession Planning, Compensation & Benefit, Organizational..., Interviews, Performance Management, Employee Engagement, Career Development, Benefits Negotiation, Internet Recruiting, Employee Training, Hiring
Education
California State University-Hayward - School of Business and Economics 2002 — 2005
MBA, Human Resources Management
University of California, Davis 1999 — 2002
B.S., Economics
CBRE July 2015 - Present
Marcus & Millichap February 2014 - June 2015
NAI Capital - Commercial Real Estate Services February 2013 - January 2014
UBS December 2011 - December 2012
Merrill Lynch December 2010 - December 2011
Skills
Commercial Real Estate, Investment Sales, Real Estate, Finance, Retail, Landlords, Investment Properties, Tenant Representation, Landlord Representation, Location Intelligence, Marketing, Investments, PowerPoint, Social Media, Sales, Customer Service, Microsoft Word, Leadership, Public Speaking
Education
California State University-Long Beach 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
En Pointe Technologies October 2012 - Present
En Pointe Technologies September 2011 - October 2012
En Pointe Technologies July 2011 - August 2011
Citi July 2010 - August 2010
Deutsche Bank June 2009 - July 2009
Merrill Lynch October 2007 - December 2007
Skills
IT Strategy, Business Analysis, Software Asset..., VMware, Microsoft Licensing, Team Management, Lead Generation, Pre-sales, Business Intelligence, Project Management, Sales, Entrepreneurship, Operations Processes, Excel models, PowerPoint development, Data Analysis, Big Data, Decision Analysis, Management, Business Development, Solution Selling, Cloud Computing, Leadership
Education
California State University-Fullerton 2014 — 2015
Master's Degree, MS in Information Systems and Decision Sciences
Indiana University Bloomington 2008 — 2011
Bachelor's Degree, Economics
Cambridge International Examinations (CIE) 2005 — 2007
GCE Advanced Level
Aitchison College 1996 — 2005
GCE Ordinary Level
General Dynamics Information Technology November 2014 - Present
General Dynamics Information Technology September 2012 - November 2014
The Louis Berger Group January 2012 - September 2012
The Louis Berger Group September 2010 - January 2012
The Louis Berger Group June 2010 - September 2010
U.S. House of Representatives March 2010 - May 2010
Merrill Lynch September 2007 - January 2009
Armenian National Committee of America June 2007 - August 2007
Southland Micro Systems September 2005 - August 2006
Skills
Strategic Planning, Microsoft Office, Microsoft Excel, PowerPoint, Analysis, Quality Assurance, Management, Procurement, Budgets, Purchasing, Logistics, Time Management, Business Development, SharePoint
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2008
Commercial Bank with $108 billion in assets May 2005 - Present
U.S. Bank 2003 - 2005
Merrill Lynch 1999 - 2002
Pitney Bowes 1995 - 1999
Skills
Relationship Management, Cash Management, Legal Contract Review, Critical Thinking, Risk Management, Time Management, Customer Service, Escrow, Escrows, Oral & Written..., Analytical Skills, Legal Compliance, Mentoring, Problem Solving, Account Reconciliation, Decision Making, Multi Tasking, Organizational Skills, Contract Negotiation, Research Skills, Team Building, Leadership, Cross Selling, Attention to detail, Project Management, Supervisory Skills, Business Decision Making, Red-lining documents, Research
Education
Cannon Trust School 2007 — 2009
Certified Corporate Trust Specialist (CCTS)
California State University-Fullerton 1990 — 1994
Bachelor of Arts (B.A.)
Merrill Lynch May 1993 - Present
Silicon Valley Education Foundation (Current) 2005 - 2012
Mid-Peninsula Boys and Girls Club 1995 - 2010
Skills
Alternative Investments, Asset Management, Banking, Business Development, Business Strategy, Equities, Finance, Financial Analysis, Financial Modeling, Financial Planners, Financial Risk, Fixed Income, High Net Worth..., Investments, Loans, Management, Mergers, Financial Markets, Mergers, Portfolio Management, Series 7, Private Equity, Strategic Financial..., Start-ups, Wealth Management, Venture Capital, Strategy, Strategic Planning, Valuation, Asset Allocation, Financial Planning
Education
California State University-Long Beach - College of Business Administration
BS, Finance
Northeastern University
DMA Consulting Group L. Harris Partners, LLC 2001 - Present
Katz, Sapper & Miller 2007 - 2008
Institute for Family Foundations, LLC 2001 - 2002
Citigroup Salomon Smith Barney 1997 - 2001
Crowell, Weedon & Co. a division of D.A. Davidson & Co. 1993 - 1997
Merrill Lynch 1988 - 1993
Education
University of Southern California 1986 — 1987
Financial Planning Certification
College for Financial Planning 1985 — 1987
CFP - Certified Financial Planner
California State University-Long Beach
University of Hawaii at Manoa
Independent Financial Group LLC March 2015 - Present
Cinergy Financial March 2011 - July 2014
Merrill Lynch January 1991 - August 1996
American Funds September 1986 - May 1990
Skills
Investments, Securities, Retirement Planning, Financial Services, Life Insurance, Investment Strategies, Financial Goals, Operations Management, Office Management, Office Administration, Mutual Funds, Variable Annuities, Alternative Investments, Customer Service, Client Education, Educational Seminars, Sales, Financial Planning
Education
California State University-Long Beach 1983 — 1985
Education
Merrill Lynch March 2014 - Present
U.S. Trust February 2013 - May 2014
Merrill Lynch February 2011 - February 2013
Skills
Series 7, Series 66, Certified Financial..., Portfolio Management, Wealth Management, Financial Analysis
Education
DeVry University's Keller Graduate School of Management-California 2011 — 2014
Master of Business Administration (MBA), Finance, General
California State University-Fullerton 2007 — 2011
Business Administration, Finance
OC Financial Group, LLC August 2012 - Present
LifeMark Securities Corp August 2012 - Present
Morgan Stanley March 2010 - April 2012
Merrill Lynch April 2005 - March 2010
Terry L. Jones Financial & Insurance Services October 2002 - April 2005
Skills
Series 7, Alternative Investments, Retirement Planning, Series 63, Finance, Wealth Management, Asset Allocation, Strategic Financial..., Management, Investments, Retirement, Risk Management, Portfolio Management, Financial Services, Investment Advisory, Mutual Funds, Financial Planning, Asset Management, Mortgage Lending, Fixed Income, Equities, Investment Strategies, Series 66, Bonds, Hedge Funds, Private Equity, Managed Futures, REIT, ETFs, CEF, Options, IPO, Life Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Margin, Portfolio Lending, Structured Products, Fee Based Platforms, Real Estate Sales, Life Agents, Business Sales, Variable Contracts, Mortgages
Education
California State University-Long Beach 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
El Camino College 1997 — 1999
Associate of Science (A.S.), Business/Managerial Economics
El Segundo High School 1993 — 1997
Hyatt June 2015 - Present
PepsiCo July 2014 - May 2015
University Crossings Apartments July 2013 - July 2014
Merrill Lynch March 2013 - June 2013
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Teamwork, Marketing Communications, Event Planning, Research, Public Speaking, Marketing, Management, Leadership, Organization, Event Management
Education
California State University-Fullerton - College of Business and Economics 2011 — 2014
Bachelor of Business Administration (BBA), Marketing, Senior
Pasadena City College 2008 — 2011
Bachelor of Arts (B.A.), Behavioral Sciences
Sage Ecological Landscapes & Nursery August 2013 - Present
City of Escondido April 2007 - August 2013
Merrill Lynch May 2012 - December 2012
Cupcakes Couture of Manhattan Beach January 2012 - May 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Prezi, Teamwork, Leadership, Social Media Marketing, Social Media, Promotions, Blog Marketing, Blogging, Team Leadership, Loyal, Digital Marketing, Public Relations, Social Networking, Public Speaking, Event Management
Education
California State University-Long Beach 2008 — 2012
Bachelor's degree, Business, Marketing
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch July 2007 - June 2012
A.G. Edwards July 2006 - July 2007
Skills
Investments, Retirement Planning, Finance, Retirement
Education
California State University-Long Beach 1996 — 1997
Master of Arts, Political Science/International Relations
University of Copenhagen 1996 — 1996
Diploma, International Political Economy
California State University-Long Beach 1994 — 1996
Bachelor of Arts, Political Science/International Relations
Bank of America December 1988 - Present
Merrill Lynch June 2000 - April 2009
Premier Banking June 2000 - April 2009
Bank of America December 1988 - June 2000
Education
California State University-Fullerton
Bachelor of Arts, Communications
University of Phoenix
Master, Business Administration
H&L Partners November 2006 - Present
2inspire designs 2009 - December 2014
Archdiocese of San Francisco 2005 - 2006
Sherman Clay 2004 - 2005
DB RREEF 1999 - 2004
Merrill Lynch 1991 - 1999
Skills
Human Resources, Payroll, Onboarding, Customer Service, Event Management, Recruiting, Employee Benefits, Management, Microsoft Excel, Employee Relations, Microsoft Word, Accounts Payable, Account Management, Budgets, Strategic Planning
Education
California State University-Hayward - School of Business and Economics
BS Business Administration, Finance
Financial Engines July 2012 - Present
Merrill Lynch April 2010 - October 2011
Waddell & Reed Financial Advisors August 2009 - April 2010
DPR Realty June 2001 - July 2009
Netcom Online Communications 1995 - 2000
PIMCO Advisors LLC/Pacific Mutual August 1988 - June 1995
Skills
Financial Statement..., Chartered Financial..., Budget Process, DCF Valuation, Real Estate, High Tech, Financial Services, Equities, Due Diligence, Investments, Marketing Strategy
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1985
BA, Finance
St. Joseph Health June 2013 - Present
Pacific Life January 2013 - June 2013
Pacific Life September 2010 - December 2012
Pacific Life March 2010 - September 2010
Pacific Life September 2008 - March 2010
Pacific Life September 2007 - September 2008
O.C. Physicians Hearing Services February 2007 - June 2007
Merrill Lynch September 2006 - December 2006
Deutsche Bank June 2004 - September 2004
Eastern Premiere Insurance Company June 2003 - September 2003
Skills
Account Management, Communication, Internal Communications, Training, Office Administration, Analysis, Business Analysis, New Business Development, Building Relationships, Microsoft Office, Microsoft Word, Microsoft Excel, Sales Management, Marketing Communications, Corporate Communications, Product Marketing, Requirements Analysis, Procedure Development, Procedure Creation, Procedural Analysis, Procedure Review, Procedure Design, Case Analysis, Case Managment, Financial Services, Retirement Planning, Life Insurance, UAT coordination, System Testing, Strategic Planning, Strategic Financial..., Competitive Analysis
Education
University of California, Irvine 2011 — 2012
Human Resources Management Certificate, Human Resources
University of California, Irvine 2004 — 2007
Bachelor's Degree, Economics and Sociology
Orange Coast College 2003 — 2004
General Education
California State University-Fullerton 2002 — 2003
Mathematics
University High School 1998 — 2002
High School Diploma
Banc of California January 2015 - Present
Kondaur Capital Corporation March 2014 - January 2015
OneWest Bank September 2010 - February 2014
Nationwide Mortgage Concepts January 2009 - September 2010
First Franklin/NationPoint October 1996 - August 2008
First Franklin 1996 - 2008
Merrill Lynch 1996 - 2008
Skills
Mortgage Banking, Management, Leadership, Sales, FHA, Mortgage Lending, Loans, Business Strategy, Loan Origination, Credit, Team Leadership, Account Management, Marketing, Executive Management, Selling, Business Development, Residential Mortgages, New Business Development, Refinance, Strategy, Underwriting, Loan Servicing, Banking, Investments, Loss Mitigation, Budgets, VA loans, Financial Services, Finance, Risk Management, Commercial Mortgages, Credit Analysis, Commercial Lending, Real Estate, Consumer Lending, Portfolio Management, Mortgage Servicing, Mortgage Underwriting, Real Estate Financing, Small Business Lending, Due Diligence, FHA financing, Construction Loans, Credit Risk, Reverse Mortgages, Funding, Real Estate Economics, USDA, Financial Structuring, Asset Management
Education
California State University-Long Beach - College of Business Administration 1991 — 1995
Bachelor of Science, Real Estate Finance
Doctor's Financial Network January 2003 - Present
MassMutual Financial Group July 2001 - January 2003
Merrill Lynch June 2000 - July 2001
Northwestern Mutual May 1993 - May 2000
Skills
Income Protection, Disability Insurance, Life Insurance, Long Term Care, Personal Financial..., Retirement Planning, Insurance, Retirement, Financial Advisory, Sales, Long-term Care, Term Life Insurance, Underwriting, Financial Planners, Brokers, Strategic Financial...
Education
Certified Financial Planner Board of Standards 1999 — 2000
Certified Financial Planner (CFP)
American College of Financial Services 1998 — 2000
Charterd Financial Consultant (ChFC)
American College of Financial Services 1997 — 1998
Charterd Life Underwriter (CLU)
California State University-Long Beach 1988 — 1993
Bachelor of Science (BS), Engineering/Industrial Management
Torrance High
Oakwood Capital Management June 2014 - Present
American Funds June 2013 - June 2014
Morgan Stanley February 2013 - July 2013
Wells Fargo Advisors November 2011 - February 2013
Merrill Lynch March 2011 - September 2011
Skills
Sales, Marketing, Microsoft Office, Salesforce.com, ACT client management, iOS, Financial Advisory
Education
California State University-Long Beach 2008 — 2013
Bachelor's degree, Marketing
Silicon Labs November 2010 - Present
FOURFRONT SALES January 2005 - November 2010
Nu Horizons 2000 - 2004
Marshall Industries January 1995 - January 1999
Merrill Lynch January 1991 - January 1995
Skills
Semiconductors, Semiconductor Industry, Analog, Solution Selling, Cross-functional Team..., Sales, ASIC, Product Management, Wireless, Embedded Systems, IC, Consumer Electronics, Electronics, FPGA, Mixed Signal, Product Marketing, RF, Salesforce.com, Account Management, SoC, Supply Chain Management
Education
California State University-Long Beach 1986 — 1991
BS, Finance
Banc of California, N.A. August 2012 - Present
Aurora Bank FSB July 2010 - July 2012
BioMedics - Plasma Centers of America October 2008 - January 2009
Merrill Lynch August 2006 - May 2008
Merrill Lynch October 2002 - August 2006
Abbey National, PLC 2001 - 2002
Top Notch Roof Co., Inc. March 1991 - March 2001
Skills
Mortgage Lending, Loans, Banking, Investments, Real Estate, Finance, Microsoft Excel, Management, Credit, Leadership, Mortgage Banking, Business Process, Financial Analysis, Process Improvement, Insurance, Risk Management, Portfolio Management, Financial Modeling, Loan Origination
Education
California State University-Long Beach - College of Business Administration 1998 — 2000
BS, Finance
Merrill Lynch August 2004 - Present
Veterans Administration Medical Centers August 1999 - August 2004
Education
Keller Graduate School of Management- Devry University
Masters, Information Systems Management
California State University-Long Beach
B.A.
Merrill Lynch April 1994 - Present
Skills
Wealth Management
Education
Cal State Fullerton 1978 — 1982
Bachelor's degree, Finance and Financial Management Services
ICMA-RC April 2008 - Present
Cerritos College August 2013 - December 2013
Banc of America Investment Services March 2006 - March 2008
Merrill Lynch August 2004 - March 2006
The Coca-Cola Company, Coca-Cola North America, Coca-Cola Enterprises, KO, CCE November 1991 - May 2004
Skills
Strategic Financial..., Retirement Planning, Investments, Management, Financial Planners, Estate Planning, Personal Finance, Financial Analysis, Teaching, Forecasting, Strategic Planning, Certified Financial..., Cross-functional Team..., Team Building, Marketing, Stata, Public Speaking, Economic Research, Workshop Facilitation, Strategy, Pricing, Finance, Budgets, Risk Management, Asset Allocation, Data Analysis, Mutual Funds, Business Planning, Retirement, Analysis, Competitive Analysis, Executive Management, Leadership, Investment Advisory, Coaching, Market Research, Business Strategy, Economics, Accounting, Training, Access, Naviplan, Insurance Planning, Financial Planning, Econometrics, Portfolio Management
Education
California State University-Fullerton - College of Business and Economics
MA, Economics
California State University-Long Beach - College of Business Administration
BS, Finance / Economics
California State University-Los Angeles
MBA, International Business
Wells Fargo Advisors, LLC August 2013 - Present
Merrill Lynch September 2006 - August 2013
Skills
Investments, Finance, Financial Advisory, Financial Services, Asset Allocation, Retirement Planning, Securities, Risk Management, Management, Mutual Funds, Strategy, Retirement
Education
California State University-Fullerton 2004 — 2006
Bachelor of Arts, Psychology
Novo Nordisk March 2014 - Present
Auxilium Pharmaceuticals 2010 - March 2014
Pfizer 2006 - 2009
Paradigm Realty Group February 2002 - January 2006
Eli Lilly October 1997 - February 2002
Merrill Lynch November 1993 - November 1994
Skills
Hemophilia, Sales, Managed Care, Endocrinology, Gastroenterology, Neurology, Pharmaceutical Sales, Urology, Pain Management, Negotiation, Financial Advisory, Selling Skills, Pharmaceutical Industry, Coaching, Biopharmaceuticals, Biologics, Diabetes, Injectable, Nephrology, Cardiology, Product Launch, Sales Effectiveness
Education
California State University-Long Beach 1994 — 1996
MBA, Business Management
California State University-San Bernardino 1989 — 1993
BA, Finance
Bentler Mulder, LLP May 2012 - Present
Bel Air Investment Advisors May 2012 - Present
Wells Fargo Private Bank April 2000 - September 2011
Merrill Lynch November 1993 - March 2000
Barton, Klugman & Oetting LLP September 1988 - October 1993
Donnelly, Clark, Chase & Smiland August 1987 - August 1988
United States Tax Court August 1985 - August 1986
Skills
Attorney, Estate Planning, Wealth Management, Strategic Financial..., Wealth Management..., Investments, Retirement Planning, Series 7, Series 63
Education
Pepperdine University School of Law 1983 — 1985
Juris Doctor, Law
California State University-Fullerton 1978 — 1983
Bachelor of Arts (B.A.), Business
Merrill Lynch January 2008 - Present
Education
California State University-Fullerton 1996 — 1998
Master's Degree, Political Science
University of California, Los Angeles 1990 — 1994
Fiserv January 2013 - Present
Fiserv August 2011 - December 2012
Fiserv July 2010 - July 2011
AdviceAmerica May 2008 - July 2010
Lincoln Financial Advisors / Sagemark Consulting May 2005 - May 2006
Lincoln Financial Advisors / Sagemark Consulting October 2000 - April 2005
Lincoln Financial Advisors / Sagemark Consulting June 1999 - October 2000
Merrill Lynch September 1998 - June 1999
Skills
Financial Planning, Investments, Retirement Planning, Strategic Financial..., Financial Advisory, Financial Services, Personal Finance, Financial Planners, Risk Management, Alternative Investments, Investment Strategies, Investment Management, Life Insurance, Financial Risk, Training, Wealth, Equities, Requirements Analysis, Analysis, Finance, Business Analysis, Portfolio Management
Education
University of California, Berkeley 2002 — 2005
Personal Financial Planning (Professional Sequence)
California State University-Hayward - School of Business and Economics 1997 — 1999
MBA, Major - Finance
Jesus & Mary College, Delhi University 1994 — 1997
B.Com Honors, Major– Accountancy & Economics
St. Joseph's Academy 1992 — 1994
High School
Merrill Lynch 2003 - 2007
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1991 — 1998
Trojan Fiduciary Services, Trojan Management Consulting and SoCal Capital Advisors LLC October 2014 - Present
BCC Capital Partners February 2013 - Present
Digital Media Group of Los Angeles 2008 - December 2014
Merrill Lynch May 2011 - February 2013
Shockwave Consulting Group 2009 - May 2011
Bank of New York Mellon 2004 - 2007
Industries International 2004 - 2004
Investment Banking and Management Consulting 1996 - 2004
Bank of America 1986 - 1996
Skills
Mergers, Start-ups, Strategic Planning, Risk Management, Process Improvement, Business Strategy, Acquisition Integration, Venture Capital, Corporate Finance, Financial Analysis, Financial Modeling, Executive Management, Restructuring, Strategy, Mergers & Acquisitions, Insurance, Business Development, Management, Business Process..., Private Equity, Program Management, Finance, Strategic Financial..., Financial Planning
Education
California State University-Fullerton 2014 — 2015
Certification as Professional Fiduciary
University of California, Los Angeles 2011 — 2011
Accounting Turnaround Management
University of California, Irvine 2010 — 2010
Effective Board Leadership Program
University of California, Los Angeles 2006 — 2008
Accounting
University of Southern California - Marshall School of Business 1993 — 1995
Business Administration: Finance & Marketing
University of Southern California 1982 — 1986
Electrical Engineering
BMO Harris Bank, Franchise Finance October 2012 - Present
GE Capital February 2008 - May 2011
Merrill Lynch 2006 - 2008
Citigroup 1999 - 2006
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts, Business Administration, Accounting Concentration
Citigroup Commercial Credit College
Risk Management, Accountancy, Legal, Strategic Banking
Capital Guardian Trust Company April 2005 - Present
Merrill Lynch September 2004 - March 2005
Allen Associates September 2002 - September 2004
Skills
Financial Analysis, Accounting, Financial Modeling, Microsoft Excel, Investments, Internal Controls, Financial Statements, Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2010
MBA
University of California, Irvine 2001 — 2005
BA
KBS Capital Markets Group June 2014 - Present
KBS Capital Markets Group May 2012 - May 2014
Merrill Lynch August 2011 - November 2011
Wells Fargo Bank January 2010 - August 2011
Wells Fargo Bank June 2007 - December 2008
Wells Fargo Bank June 2005 - May 2007
Skills
Series 7, Mortgage Lending, Wealth Management, Cash Management, Securities, Investments, Sales Management, Consumer Lending, Commercial Lending, New Business Development, Coaching, Banking, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State...
Education
California State University-Fullerton - College of Business and Economics 2005 — 2008
Finance
Citi Personal Wealth Management 2008 - Present
WaMu 2005 - 2008
PMB Securities July 2003 - September 2004
Morgan Stanley January 2001 - January 2003
Prudential Securities May 1999 - November 2000
Daiwa Securities January 1998 - December 1998
Merrill Lynch 1992 - 1997
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Options, Portfolio Management, Bonds, Retirement, Structured Products, Hedging, Investment Advisory, Mutual Funds, Asset Allocation, Fixed Income, Finance, Alternative Investments, Financial Services, Hedge Funds, Equities, Securities, Financial Markets, Investment Strategies, Trading, Investments, Uniform Combined State...
Education
California State University-Long Beach 1984 — 1989
BA, Psychology
Merrill Lynch July 2011 - August 2012
UBS October 2009 - July 2011
UBS April 2000 - October 2009
Prudential Securities 1984 - 1997
Skills
Asset Management, Financial Services, Business Planning, Asset Allocation, Wealth Management, Staff Development, Training, Equities, Investments, Compliance, Series 7, Recruiting, Staff Management, Portfolio Management, FINRA, Operations Management, Finance, Mentoring, Client Relations Skills, Series 65, Series 63, Education, Notary Public, Series 8, Series 3, Alternative Investments, Financial Planning, Mutual Funds, Securities
Education
California State University-Fullerton 1976 — 1979
Bachelor of Science, Child Development
Financial Institution November 2011 - Present
Merrill Lynch 2007 - December 2008
Merrill Lynch 2005 - 2007
Smith Barney 2003 - 2005
Morgan Stanley 2000 - 2003
Skills
Municipal Bonds, Series 7, Series 66, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Estate Planning, Asset Allocation, Asset Management, Mutual Funds, Financial Analysis, Insurance, Banking, Finance, Investment Advisory, PowerPoint, Strategic Planning, Customer Service, Financial Advisory
Education
Pepperdine University 2009 — 2010
MA, Education
California State University-Long Beach 1997 — 2001
BS, Business Administration, Emphasis in Marketing
Golden State Foods March 2014 - Present
Golden State Foods January 2011 - February 2014
Golden State Foods July 2007 - December 2010
Golden State Foods October 2006 - July 2007
TeraSci Industries September 2004 - September 2006
Merrill Lynch September 2002 - September 2004
Merrill Lynch financial services July 2002 - August 2002
Skills
Work Well Independently, Team-oriented, Learning Quickly, Organized self-starter, Volunteering, Time Management, Meet Deadlines, Financial Analysis, Accounts Payable, Analysis
Education
California State University-Fullerton - College of Business and Economics 2004 — 2006
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1999 — 2003
BA, Finance
Bank of the West March 2011 - Present
Bayview Financial July 2004 - May 2008
Merrill Lynch 2002 - 2003
Wells Fargo 1991 - 2002
Skills
Loans, Real Estate, Banking, Finance, Commercial Real Estate, Commercial Mortgages, Cash Flow, Property Management, Small Business, Investors, Negotiation, Commercial Lending, Small Business Lending, Credit, Commercial Banking
Education
California State University-Fullerton
Political Science, Economics, Marketing, Government
CHEP June 2010 - Present
Robert Half Finance & Accounting 2009 - November 2010
New York Life Insurance Company 2008 - 2009
Arden Financial 2007 - 2008
Merrill Lynch 2005 - 2007
Universal Orlando 2003 - 2005
Sprint 1997 - 2002
Airtouch Cellular (Merged with other providers to become Verizon) 1996 - 1997
Risk Data Corporation (Merged with Fair Isaac in 2002) 1993 - 1996
Education
California State University-Fullerton, Mihaylo College of Business and Economics
B.A., Business - Concentration in Finance
Radiology Imaging Associates / Invision Sally Jobe March 2014 - Present
Rose Medical Center January 2013 - December 2014
Morgan Stanley Smith Barney March 2010 - October 2010
Merrill Lynch March 2008 - October 2009
Janus Capital Group, Inc October 2007 - March 2008
Janus Capital Group January 2007 - October 2007
Toyota & Lexus August 2002 - August 2006
Skills
Human Resources, Management, Customer Service, Sales, Marketing, Sales Operations, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Investments, Leadership, Team Building, Public Speaking, Healthcare
Education
Pima Medical Institute-Denver 2011 — 2012
Associate of Science (AS), Radiologic Technology/Science - Radiographer
California State University-Long Beach - College of Business Administration 1998 — 2002
B.S. Business Administration, Human Resources Management
Merrill Lynch December 2006 - March 2008
Macaroni Grill April 2004 - November 2006
Education
California State University-Fullerton 2002 — 2007
BA, Business Management
confidential July 2009 - Present
Merrill Lynch April 2006 - July 2008
Education
California State University-Fullerton 1998 — 1999
MBA, Business Administration
ING Financial Advisers, LLC 2009 - 2010
Merrill Lynch February 2004 - October 2008
Merrill Lynch May 1997 - August 2003
Towers Perrin January 1996 - May 1997
Kidder Peabody March 1987 - March 1995
Education
California State University-Long Beach 1976 — 1979
Psychology
Compton Community College 1974 — 1976
General Studies
Private June 2004 - Present
Merrill Lynch May 2002 - June 2004
Fred Nussbaum, CPA August 2000 - May 2002
Skills
Investments, Leadership, New Business Development, Accounting, Financial Modeling, Start-ups, Mortgage Lending, Finance, Sales, Commodity, Strategic Planning, Financial Analysis, Venture Capital, Trading, Entrepreneurship, Auditing, Loans, Due Diligence, Negotiation, Financial Services, Investment Properties, Business Planning, Corporate Finance, Private Equity, Business Development, Business Strategy, Account Reconciliation, Asset Management, Strategic Financial..., Customer Service, Mergers & Acquisitions, Financial Statements
Education
California State University-Long Beach 2007 — 2009
MBA, Finance
Yeshiva University 1995 — 1999
BS, Accounting
Gonzaga University August 2013 - Present
Ellucian June 2011 - August 2013
University of Idaho October 2005 - June 2011
Acts Automation, Inc. 2003 - 2005
OHS Health & Safety Services Inc January 2000 - January 2003
Morgan Stanley January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Kinko's January 1996 - January 1998
Skills
Microsoft SQL Server, SQL, C, Programming, Linux, Databases, HTML, MySQL, Windows, PL/SQL, Business Intelligence, Cognos, Data Warehousing, Web Applications, CRM Integration, Integration Architecture, Oracle SQL, Student Information..., Higher Education..., ERP, Visio, Project Management, Agile Methodologies, Visual Basic, Software Project..., Analytics, Requirements Gathering, Oracle SQL Developer, Oracle, Enterprise Software, Business Analysis, Requirements Analysis
Education
California State University-Long Beach
BS Management, Information Systems; e-commerce
North Idaho College
degree, Management of Information Systems
Orange Coast College
degree, Management of Information Systems
Wells Fargo Advisors July 2015 - Present
Wells Fargo Bank March 2012 - July 2015
Merrill Lynch October 2010 - March 2012
Wells Fargo Bank June 2002 - October 2010
Education
California State University-Fullerton
BA, Political Science & Business Administration
Executive Service Corps of Southern California May 2010 - Present
US Trust April 2008 - March 2009
U.S. Trust, Bank of America Private Wealth Management 1993 - 2009
U.S. Trust Company 1993 - 2009
Merrill Lynch February 2007 - April 2008
US Trust February 1993 - February 2007
Skills
Investments, Wealth Management..., Management, High Net Worth..., Investment Management, Relationship Management, Strategic Planning, Retirement, Retirement Planning, Financial Advisory, Insurance, Portfolio Management, Wealth, Wealth Management, Finance, Mutual Funds, Strategic Financial..., Asset Allocation
Education
The Institute of Certified Bankers 1996 — 1996
Certified Retirement Services Professional
College for Financial Planning 1986 — 1988
Certified Financial Planner, Financial Planning
Calipatria High School 1964 — 1968
California State University-Los Angeles
Bachelor of Science, Business Administration
Wells Fargo Advisors, LLC 2010 - Present
Merrill Lynch 2010 - 2012
American Pacific Industries 2007 - March 2010
Banc of America Investments 2003 - 2007
US Bancorp/Piper Jaffray 2001 - 2003
Education
California State University-Long Beach - College of Business Administration 1993 — 1996
BS, Finance
UBS Financial Services January 2012 - Present
Merrill Lynch October 1987 - January 2012
Education
Cal State Fullerton
PIMCO January 2008 - Present
Merrill Lynch May 2007 - July 2007
California State University, Fullerton - Titan Computer Lab May 2005 - August 2006
Skills
Portfolio Management, Portfolio Risk, Business Intelligence, Fixed Income Portfolio..., Interest Rate..., Automation, Databases, Leveraged Finance, Maintaining Strong..., Valuation, Derivatives, Risk Management, Equities
Education
University of Arizona, Eller College of Management 2006 — 2007
Master of Science, Finance; Fixed Income
California State University-Fullerton 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
USAA August 2013 - Present
Charles Schwab October 2011 - August 2013
Mini Mutts N Meows Rescue, Inc. January 2007 - June 2012
Sunnymead Veterinarian Clinic March 2010 - March 2011
Head Start January 2007 - December 2007
Merrill Lynch June 1986 - October 1989
Sutro & Company June 1985 - June 1986
Charles Schwab April 1982 - May 1984
Skills
Team Building, Leadership, Training, Nonprofits, Public Speaking, Sales, Psychotherapy
Education
California State University-Fullerton 2003 — 2008
Master's, Counseling
UBS September 2014 - Present
Merrill Lynch July 1994 - September 2014
Education
California State University-Long Beach 1984 — 1991
Bachelor's Degree, Accounting and Business/Management and Communication
Lee and Associates March 2010 - Present
Barker Managment, Inc. May 2009 - January 2010
Merrill Lynch December 2007 - October 2008
Skills
Disposition, Real Estate Economics, Finance, Brokerage, Valuation, Location Intelligence, Investment Properties, Dispositions, Marketing, Sales, Commercial Real Estate
Education
Southern Methodist University - Cox School of Business 2005 — 2009
BBA, Finance, English
Oxford University 2007 — 2007
English and History
California State University-Long Beach
Winonics Administrative AssistantAreol Temp AgencyDecember 2010 - January 2011
Elite Trailer Components March 2005 - November 2010
Merrill Lynch July 1989 - March 2005
Merrill Lynch 1989 - 2000
Education
Cypress College
Associate of Arts
California State University-Fullerton
Merrill Lynch 2013 - Present
J.P. Morgan January 2011 - Present
Wells Fargo Advisors October 2007 - August 2011
Education
California State University-Fullerton
Paychex March 2009 - Present
The Whole Child July 2013 - Present
Merrill Lynch November 2008 - January 2009
UBS Wealth Management May 2007 - November 2008
Atrilogy Solutions Group June 2006 - May 2007
ADP June 2003 - June 2006
Oracle April 2000 - June 2003
ADP September 1996 - March 2000
Skills
New Business Development, Sales Process, Account Management, Team Leadership, Focus On Results, Salesforce.com, Cloud Computing, Solution Selling, Complex Sales, Business Analysis, Business Process..., Business Process, Sales, Business Strategy, Employee Benefits, SaaS, HRIS, Recruiting
Education
California State University-Fullerton - College of Business and Economics
BA, Economics
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - June 2014
Compak Asset Management March 2013 - June 2013
Merrill Lynch March 2012 - June 2013
Bank of America June 2010 - March 2012
The Walt Disney Company June 2008 - June 2010
Associated Students, Inc.- CSUF January 2009 - July 2009
Panhellenic Council January 2007 - December 2008
Skills
Outlook, Event Planning, Fundraising, PowerPoint, Public Speaking, Cold Calling, Qualifying Prospects, Sales Plan, Management, Marketing Strategy, Time Management, Sales Management
Education
California State University-Fullerton 2006 — 2011
BA - Business Administration, Finance and Management
Merrill Lynch June 2011 - Present
Education
California State University-Fullerton 2000 — 2010
BS, Kinesiology- Teacher Education
Tulare Lake Basin Water Storage District February 2013 - Present
Toastmasters International April 2012 - February 2013
Wright Ford Young & Co. June 2011 - September 2011
Wells Fargo August 2008 - September 2009
Merrill Lynch July 2002 - December 2004
Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Retail Banking, Customer Service, Reconciliations, Month End Close, Journal Entries, Auditing, Accruals, Payroll, Benefits Administration, Financial Reporting
Education
California State University-Fullerton 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, 3.4
-- 2002 - Present
Merrill Lynch 1998 - 2002
Staub Metals 1991 - 1998
Skills
Health and Home..., Administrative Support, Receptionist, Front Office, Problem Sloving, Volunteer, Epilepsy..., Tap Dance Instructor, Data Entry, Administrative..., Telephone Skills, Community Outreach, PowerPoint, Customer Service, Microsoft Office, Teaching, Research, Cpr Certified, Data Analysis, Grant Writing
Education
California State University-Long Beach 1987 — 1991
Bachelor's of Arts Degree, Liberal Arts and Sciences/Liberal Studies
Merrill Lynch
Skills
Series 7
Education
California State University-Fullerton
The Shadden Group at Morgan Stanley Smith Barney October 2003 - December 2009
The Shadden Group at Morgan Stanley Dean Witter September 1994 - October 2003
Merrill Lynch January 1994 - September 1994
Bonnie Wusz & Associates January 1990 - December 1993
Skills
Investment Mgr Research..., Asset Allocation..., Manager Style &..., RFP Developement, Investment Policy..., Performance Analytics &..., Zephyr Style Advisor, Vestek, Polaris & Orion (Smith..., MS Word / Excel /..., Saleslogix database..., Effective written...
Education
IMCA® - Taught in conjuntion with The Wharton School, University of Pennsylvania 2009 — 2009
CIMA®,, Certified Investment Management Analyst
California State University-Long Beach 1994 — 1996
Master of Business Administration (MBA), Finance
California State University-Long Beach 1988 — 1994
Bachelor of Science (B.S.), Finance
Merchant services June 2012 - Present
Affnet November 2006 - June 2012
Merrill Lynch June 1994 - March 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
California State University-Long Beach - College of Business Administration
Bachelor of Arts (B.A.), Accounting
Nett Solutions Inc. June 2014 - Present
Merrill Lynch February 2014 - May 2014
Kang & Associates January 2011 - January 2014
Maker Studios Inc June 2013 - August 2013
BUSINESS EXPO CENTER August 2012 - January 2013
Act 1 Escrow January 2009 - January 2011
Skills
Marketing, Marketing Communications, Social Media Marketing, Public Relations, Social Media, Microsoft Excel, Google Adwords, Photoshop, Illustrator, Public Speaking, Presentations, Data Entry
Education
California State University-Fullerton 2010 — 2014
Bachelor’s Degree, Marketing
Sunny Hills High School 2006 — 2010
Strategic Operations Management Leadership, Phoenix, Arizona Area 2015 - Present
HearTV, LLC August 2011 - Present
Capriotti's Sandwich Shop, Inc. February 2009 - June 2011
Merrill Lynch January 2008 - January 2009
Wells Fargo December 2005 - December 2007
Wells Fargo August 2005 - December 2007
Zeacom (An Enghouse Interactive company) January 2001 - January 2005
Skills
Entrepreneurship, Project Management, Business Development, Start-ups, Consulting, Management, Product Marketing, New Business Development, Product Management, Business Strategy, Sales Management, Manufacturing, Market Analysis, Mobile VoIP, Strategic Partnerships, Networking, Strategic Planning, VoIP protocols SIP, CIOs, Marketing Strategy, COO, Operations Management, IT Operations, Sales Operations, Computer Network..., Strategy
Education
California State University-Long Beach 1997 — 2000
Bachelor's Degree
Cerritos College 1994 — 1997
Associate's Degree