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
Bauman Financial Services August 2007 - Present
Merrill Lynch June 2002 - July 2007
Banc of America Securities January 1999 - September 2001
Skills
Financial Planning, Estate Planning, Retirement Planning, Wealth Management..., Portfolio Management, Investment Strategies, Life Insurance, 401k, 401k Rollovers, Small Business..., Small Business..., Retirement Income...
Education
California State University-Northridge 1987 — 1991
Bachelor of Science, Finance
World Ventures May 2010 - Present
MGM Resorts International December 2009 - December 2010
Wyndham Vacation Ownership 2006 - 2008
Merrill Lynch 1992 - 2003
Apple One Temporary Employment 1991 - 1992
Apple One Temporary Employment 1991 - 1992
Apple One Temporary Employment 1991 - 1992
Skills
Microsoft Office, Excel, Customer Service, Kronos, Scantron, Negotiation, Facebook, Payroll, Outlook, Event Planning, Social Networking, Account Management, Management, Microsoft Excel, Social Media, Advertising, Coaching, Customer Satisfaction, Online Advertising, Sales, Recruiting, Marketing Communications, Team Building, Event Management, Budgets, PowerPoint, Public Speaking, Marketing, Human Resources, Market Research, Employee Relations, Online Marketing, Microsoft Word, Training, Process Scheduler, Social Media Marketing, Time Management, Marketing Strategy, Leadership, Public Relations
Education
California State University-Los Angeles
Psychology
PennyMac Loan Services, LLC June 2014 - August 2014
Merrill Lynch December 2013 - May 2014
Merrill Lynch August 2013 - December 2013
City of Hope June 2010 - June 2012
AlliedBarton Security Services August 2007 - June 2010
Le Montrose Suite Hotel (Outrigger Lodging Services) December 1998 - December 2005
The Beverly Hills Hotel January 2001 - May 2002
Universal Studios Hollywood April 1999 - May 2000
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Security Management, Hospitality, Leadership, PowerPoint, Hotels, Public Speaking, Social Media Marketing, Budgets, Management, Presenter, Customer Service, Inventory Management, Organization, Problem Solving, Public Relations, Marketing, Training, Time Management, Human Resources, Sales, Teamwork, Event Planning, Team Building, Sales Management, Creative Strategy
Education
California State University-Northridge 2012 — 2015
Bachelor of Science (B.S.), Finance, Management and Business Administration with an option in Honors, 4.0
Los Angeles City College
A.A., Finance & Banking, 4.0
Cardinal Newman High School
High School, College Preparatory
RightSourcing, Inc. February 2013 - Present
VSP Vision Care February 2012 - February 2013
JP Morgan Chase February 2011 - February 2012
State Street October 2008 - February 2011
Merrill Lynch April 2006 - December 2007
Blomberg Window Systems January 1994 - April 2006
Skills
Accounts Payable, Accounting, Trade Operations, Settlement, PeopleSoft, Payroll, Accounts Receivable, Cash Management, Access, Account Reconciliation, Outlook, Data Entry, General Ledger, Financial Statements, Bank Reconciliation, Forecasting, Accruals, Journal Entries, QuickBooks, Payments, Microsoft Excel, Financial Analysis, Customer Service, Auditing, Sales, Finance
Education
California State University-Sacramento
Bachelor of Arts (B.A.)
NWQ Investment Management Co. LLC April 2013 - Present
NWQ Investment Management Co. LLC September 2007 - April 2013
Merrill Lynch 2006 - 2007
Skills
Mutual Funds, Securities, Equities, Investments, Trading, ETFs, Investment Management, Hedge Funds, Investment Strategies, Equity Research, Wealth Management, Investment Advisory, Capital Markets, Bonds, Equity Valuation, Derivatives, Options, Financial Markets, Private Equity, Financial Services, Bloomberg Terminal, Investment Banking, Equity Trading, Trading Systems, Corporate Finance, Fund Of Funds, Due Diligence, Strategic Financial..., Finance, Separately Managed..., Portfolio Optimization, Electronic Trading, FINRA, Risk Management, Middle Office, Emerging Markets, Structured Products, Banking, Institutional..., FX Options, Credit
Education
Mount Saint Mary's College California 2010 — 2012
Master of Business Administration (MBA), Organizational Leadership
California State University-Northridge 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Real Estate
California Secretary of State May 2014 - Present
California Secretary of State November 2013 - May 2014
California State University, Sacramento January 2008 - May 2014
California State Board of Equalization July 2013 - November 2013
State of California March 2010 - November 2010
Capital Tradeline February 2005 - December 2007
KB Home July 2006 - October 2006
Merrill Lynch December 2003 - November 2004
E*TRADE Financial November 2001 - October 2002
Franklin Templeton Investments January 1998 - December 2000
Skills
Customer Service, Excel, PowerPoint, Research, Word, Writing, Public Speaking, Microsoft Office, Customer Relations, Financial Analysis, Access, Accounting, Problem Solving, Outlook, Adobe Acrobat, Editing, Financial Planning, Investments, Coaching, Teaching, Graphic Design, Sales, Training, Program Management, Marketing, Process Improvement, Data Analysis, Leadership, Time Management, Social Networking, Business Development, Data Entry, Management, Microsoft Excel
Education
California State University-Sacramento 2008 — 2011
MA, Ancient History
California State University-Sacramento 2007 — 2008
2nd BA, History
Whittier College 1991 — 1997
BA, Economics
AudienceX June 2014 - Present
Wells Fargo May 2013 - June 2014
Merrill Lynch September 2011 - June 2013
JPMorgan Chase November 2009 - September 2011
Citi June 2006 - November 2009
Skills
Portfolio Management, Finance, Analysis, Sales, Investments, Training, Management, Wealth Management, Strategic Financial..., Marketing, Commercial Banking, Retirement Planning, Financial Advisory, Leadership, Business Development, Insurance, Employee Benefits, Small Business, Banking, Credit, Financial Planning, Social Media Marketing, CRM, Social Media, Online Advertising, Digital Marketing
Education
California State University-Northridge
Bachelor of Arts, Economics; Economics, Financial Accounting, Psychology, and Communication Studies
Credit Suisse August 2009 - Present
Credit Suisse August 2009 - August 2012
Merrill Lynch January 2008 - September 2009
Credit Suisse February 2003 - January 2008
JPMorgan Chase / H&Q February 1996 - May 2002
Skills
Securities, Series 7, Bloomberg, Mutual Funds, Trading, Equities, Financial Services, Retail Banking, Due Diligence, Series 63, Risk Management, Management, Options, Microsoft Office, Microsoft Word, Microsoft Excel, Asset Allocation
Education
California State University-Sacramento
Carteret Community College August 2013 - Present
Pesko Custom Carpentry, LLC 2003 - Present
Barefoot Memories Photography January 2003 - December 2013
San Diego Community College District January 2002 - August 2003
Bruno, Mack and Barclay 2001 - 2002
Merrill Lynch 2000 - 2001
Skills
Higher Education, Finance, Economics, Financial Risk..., Poverty, Blackboard, Education, Accounting, Small Business, Cost Control, QuickBooks, Moodle, Instructional Technology, Entrepreneurship, Distance Learning, Photography
Education
California State University-Sacramento 1999 — 2000
Master of Business Administration (M.B.A.), Finance
Harvard Extension School 2014 — 2014
Graduate School, Economics
University of North Carolina at Wilmington 2012 — 2013
Elementary Education
CSU Sacramento 1995 — 1999
Bachelor's Degree, Business Administration and Management, General
Northwest Anesthesia Seminars February 2015 - Present
KUWAIT CULTURAL OFFICE, LOS ANGELES April 2014 - December 2014
California State University, Northridge April 2013 - April 2014
California State University, Northridge September 2008 - April 2013
CALIFORNIA STATE UNIVERSITY, NORTHRIDGE September 2006 - September 2008
Mad Dogg Athletics October 2004 - January 2006
ATLANTIC COFFEE ROASTERS August 1998 - August 2002
FIRST AND OCEAN BANK October 1997 - May 1998
Merrill Lynch 1991 - 1997
United States Marine Corps 1980 - 1989
Skills
Customer Service, Community Outreach, Event Management, Public Speaking, Social Media, Microsoft Office, Fundraising, PowerPoint, Social Networking, Student Affairs, Administrative..., Public Relations, Outlook, Data Entry, Office Management, Marketing, Event Planning, Sales, Nonprofits, Higher Education, Research, Training, Leadership
Education
California State University-Northridge 2010 — 2012
Master of Arts (MA), Higher Education/Higher Education Administration
California State University-Northridge 2006 — 2010
BS, Kinesology
Santa Monica College 2004 — 2006
AA, Liberal Arts
Merrill Edge March 2015 - Present
Scottrade July 2014 - March 2015
Merrill Lynch November 2013 - April 2014
Wells Fargo November 2009 - November 2013
Skills
Social Media, Sales, Public Relations, Social Networking, Salesforce.com, Event Planning, Social Media Marketing, Management, Marketing Strategy, Business Development, Sales Management, Email Marketing, Account Management, Marketing, Customer Service, Finance, Investments, Leadership, Microsoft Office, Banking, Microsoft Excel, Credit
Education
Metropolitan Community College 2015 — 2017
Certificate of Achievement, Personal Financial Planning
California State University-Sacramento 2003 — 2008
Bachelor of Science (B.S.), Business Administration. Emphasis in Marketing
SSF/SB Water Quality Control Plant April 2008 - Present
Virgin America July 2007 - February 2008
Open Business Exchange 2005 - 2006
Merrill Lynch 2000 - 2001
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Project Management, Public Speaking, Team Building, Microsoft Office, Operations Management, Customer Service, Data Analysis, Training, Program Management, Analysis, Process Improvement, Management, Event Planning, Budgets, Leadership
Education
California State University-Sacramento 2008 — 2012
Office of Water Programs
Local 39 Apprenticeship 2008 — 2012
Journeyman, Stationary Engineer/Wastewater Treatment Plant Operator
Stanford Mortgage May 2011 - Present
Gold Mountain Winery, Fitzpatrick Lodge September 2014 - November 2014
FYEF Foster Youth Education Fund 2005 - 2014
Napoli Cafe & Wine Bar January 2010 - December 2010
Wells Fargo Investments, Private Banking August 2008 - July 2009
Merrill Lynch June 1995 - July 2008
ComUnity Lending September 1993 - August 1994
Western Sunrise Mortgage 1989 - 1993
Skills
Investments, Credit, Insurance, Loans, Mortgage Lending, Estate Planning, Series 7, Strategic Financial..., USDA, FHA financing, Retirement Planning, Residential Mortgages, Refinance, Mortgage Banking, Financial Advisory, Certified Mortgage..., Securities, Referrals, Mutual Funds, Investment Properties, FHA, First Time Home Buyers, Sellers, Finance, Investors, Retirement, Portfolio Management, Loan Origination, Real Estate Financing, Mortgage Planning, Financial Planning, Mortgage, Luxury home financing, Mortgage Marketing, VA loans, Reverse Mortgages, Construction Loans, Government Loans, Underwriting, Mortgage Underwriting, Commercial Mortgages, Funding, Real Estate
Education
Napoli Culinary Achedmy 2009 — 2010
Culinary Arts, Restuarant Management
College for Financial Planning 2007 — 2008
CRPC, Financial Planning
CSU Sacramento 1990 — 1993
BS, Real Estate/Finance
Merrill Lynch February 2013 - Present
Wells Fargo August 2011 - February 2013
U.S. Bank November 2009 - August 2011
Skills
Small Business Lending, Consumer Lending, Loans, Credit, Lines Of Credit, Credit Analysis, Banking, Retail Banking, Loan Origination, Finance, Portfolio Management, Underwriting, Mutual Funds, Financial Analysis, Risk Management, Valuation, Strategic Financial..., Financial Planning
Education
California State University-Sacramento 2008 — 2010
Bachelor's of Science, Business Administration
Ameriprise Financial Services, Inc. January 2014 - Present
Hoover Luster Wealth Management Group, an Office of MetLife July 2013 - December 2013
University Student Union, Inc. January 2012 - May 2013
Merrill Lynch January 2013 - April 2013
Moneytree January 2011 - July 2012
Target June 2008 - July 2011
Skills
Customer Service..., Bilingual (Spanish), Organizational Awareness, Self-motivated Team..., Customer Service, Finance, Analysis, Management, Strategy
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Southwestern College 2008 — 2011
Transfer Student, Finance, General
Bobrick Washroom Equipment November 2011 - Present
Bobrick Washroom Equipment October 2008 - November 2011
Bobrick Washroom Equipment, Inc July 2007 - September 2008
Bobrick Washroom Equipment, Inc September 2006 - June 2007
Merrill Lynch September 2005 - January 2006
Volunteer Income Tax Assistance (VITA) September 2004 - May 2005
Skills
Marketing, Sales, Outlook, Marketing Strategy, Management, Strategic Planning, Tactical Sales Planning, PSS, Contract Negotiating, Competitive Analysis, Sales Management, Pricing, Recruiting, Leadership, Sales Operations, Training, New Business Development, Customer Service, Negotiation, Team Building
Education
California State University-Northridge 2002 — 2006
Bachelors of Science
Wells Fargo 2008 - Present
Wells Fargo 2005 - 2008
Citi 2005 - 2005
Merrill Lynch 2005 - 2005
Skills
Wealth Management, Investments, Portfolio Management, Financial Modeling, Equities, Investment Strategies, Fixed Income, Asset Allocation, Financial Analysis, Valuation, Asset Management
Education
California State University-Northridge
Bachelor of Arts (BA), Economics
Santa Monica Malibu Unified School District August 2012 - June 2013
Los Angeles Unified School District August 2011 - June 2012
The Broad Foundation August 2009 - January 2011
The Broad Foundation October 2007 - July 2009
Interpret LLC June 2007 - September 2007
Merrill Lynch May 2006 - May 2007
Skills
Psychological Assessment, Academic and behavior..., Student Counseling, Positive Behavior..., Bilingual assessment, Preschool assessment, Consultation, Data Analysis, Research, Program Management, Grants, Non-profits, Organizational..., Nonprofits, Applied Behavior..., Interventions, Training, Psychology, Program Development, Staff Development, Crisis Intervention, Grant Writing, Program Evaluation, Educational Leadership, Community Outreach, Special Education, Curriculum Development, Policy, Curriculum Design, Spanish, Adolescents, Group Therapy, Behavior Modification, Mental Health, Leadership Development, Education Policy, Public Speaking, Volunteer Management, Student Affairs, Qualitative Research, Fundraising, Elementary Education, Workshop Facilitation, Teacher Training, K-12, Organizational..., Proposal Writing
Education
California State University-Northridge 2010 — 2013
Pupil Personnel Services Credential, School Psychology
California State University-Northridge 2010 — 2013
Masters of Science, Counseling
New York University 2003 — 2007
Bachelor of Arts, Psychology
Wharton School of Business 2007 — 2007
Leadership Program
Telepictures Productions, Warner Bros. Television Group January 2013 - Present
Tecca November 2010 - October 2012
InternetBrands February 2007 - November 2010
GE Money 2005 - 2007
BNSF Railway 2004 - 2005
Merrill Lynch 2003 - 2004
Skills
Lead Generation, Business Development, E-commerce, Strategic Planning, Forecasting, Business Planning, CPL, Budgets, Online Advertising, Analytics, Strategic Partnerships, SEO, Web Analytics, Affiliate Marketing, Start-ups, DFP, Project Management, PPC, Advertising, New Business Development, Management, Leadership, Product Development
Education
California State University-Northridge 2000 — 2004
BS, Finance
UBS Wealth Management July 2014 - Present
Merrill Lynch September 2013 - June 2014
MassMutual Financial Group June 2013 - September 2013
Infinity Capital Funding, Inc December 2011 - January 2013
YMCA September 2007 - June 2008
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
Millennium Management May 2014 - Present
Bank of America Merrill Lynch July 2009 - November 2012
Merrill Lynch August 2006 - June 2009
State Street February 2006 - May 2006
Barclays Global Investors July 2001 - November 2004
E*TRADE Financial November 1999 - June 2001
Skills
Middle Office, Operational Risk, Market Risk, Equity Trading, ETFs, Program Trading, Options Strategies, Market Research, Financial Analysis, Market Analysis, Portfolio Management, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Hedge Funds, Bloomberg, Brokerage, Project Management, Managing Processes, Process Improvement, Quantitative Research, Quantitative Analytics, Quantitative Finance, Quantitative Investing, Personal Finance, Investments, FX Options, Trading, Options, Electronic Trading, Bonds, Financial Services, Financial Risk, Swaps, Emerging Markets, Back Office, Settlement, Investment Banking, Finance, Securities, Financial Markets, Trading Systems, Securities Lending, Prime Brokerage, Corporate Actions, Credit Derivatives, Equities, Risk Management, Management
Education
California State University-Sacramento 2001 — 2003
MBA, Finance, General
Saint Anselm College 1997 — 1999
Bachelor of Arts (BA), Business and Finance
Independent Study
Blackhawk Network March 2012 - Present
First Republic Bank November 2009 - December 2011
A+ (for JBL) September 2008 - June 2009
CaseCentral July 2007 - August 2008
Fisher Investments September 2005 - June 2006
Fisher Investments July 2004 - August 2005
Merrill Lynch February 1999 - July 2004
Skills
ITIL, Program Management, Project Management, IT Management, Enterprise IT..., Process Improvement, Enterprise IT Project..., Vendor Management, Team Leadership, Disaster Recovery, Software Documentation, SharePoint, Management, Integration, CRM, VMware, Microsoft Office, MS Project, Virtualization, Customer Service, Windows Server, Leadership, Security, Active Directory, Team Building, Telecommunications, Business Process, Enterprise Software, IT Strategy, XP, Problem Solving, Strategy, Information Technology, Networking, Change Management, Contract Negotiation, IT Service Management, Windows XP, Project Planning, Testing, Business Analysis, Windows Server 2003, Staff Training, Developing KPIs, Resource Allocation, Needs Assessment, Call Center Operations, Release Management, Systems Evaluation, Cost Controls
Education
California State University-Sacramento
BA, History and Business
Wells Fargo February 2014 - Present
Automobile Club of Southern California October 2011 - January 2014
Best Buy Co., Inc August 2006 - October 2011
Merrill Lynch September 2009 - January 2010
EXPRESS September 2009 - January 2010
Skills
Coaching, Advertising, Merchandising, Retail Sales, Sales, Store Management, Customer Service, Planograms, Direct Sales, Profit, Cashiering, Microsoft Office, Microsoft Word, Outlook, Driving Results, Salesforce.com, Cold Calling, Microsoft Excel, Big Box, Time Management, Inventory Control, Customer Satisfaction, Inventory Management, Retail, CRM
Education
California State University-Northridge 2008 — 2010
Bachelors Of Science, Management & Marketing
El Camino College 2003 — 2008
Associate of Science (AS), Business Administration and Management, General
Merrill Lynch August 2014 - November 2014
Community Bank June 2014 - August 2014
First Investors June 2014 - August 2014
BevMo! July 2013 - July 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Accounting, English, Finance, Financial Analysis, Leadership, Management Consulting, Marketing Strategy, Microsoft Office, Outlook, Photoshop, Retail, Sales, Time Management, Strategic Planning, Windows
Education
California State University-Northridge 2013 — 2015
Bachelor of Science (B.S.), Finance
Los Angeles Valley College 2010 — 2013
Finance
Caltech August 2015 - Present
Gordon and Betty Moore Foundation August 2013 - August 2015
Caltech May 2010 - August 2015
Caltech October 2004 - August 2013
Hughes Research Labs 1991 - 2004
Merrill Lynch 1995 - 1997
Trace Instruments 1981 - 1991
Skills
Scientific Computing, High Performance..., Parallel Computing, Algorithms, Computer Science, Derivatives, Financial Markets, Computational..., Computational Finance, Big Data, Machine Learning, Distributed Systems, Artificial Intelligence, Simulations, Mathematical Modeling, Pattern Recognition, LaTeX, Data Mining, Numerical Analysis, Parallel Programming, Image Processing, Applied Mathematics, Computer Vision, Signal Processing, R, Software Engineering, Science, Physics, Mathematica, Computational Biology, Bioinformatics, Theory, Statistical Modeling, Optimization, Monte Carlo Simulation, Numerical Simulation, Experimentation, Environmental Awareness
Education
University of Southern California 1988 — 1993
Ph.D., Computer Science
California State University, Northridge 1979 — 1984
B.S., Mathematical Physics and Computer Science
University of California, Los Angeles
Executive Program, Anderson GSM 1999
U.S. Bank July 2015 - Present
U.S. Bank November 2014 - July 2015
U.S. Bank March 2014 - October 2014
U.S. Bank December 2013 - February 2014
U.S. Bank July 2013 - November 2013
U.S. Bank August 2012 - June 2013
Merrill Lynch October 2011 - May 2012
MACsun - The Management Association of California State University Northridge September 2011 - May 2012
Vision International People Group PL. November 2003 - October 2007
Skills
Cross Selling, Leadership, Portfolio Management, Selling Cisco Video..., Strategic Planning, Microsoft Excel, Organizational..., Customer Acquisition, Customer Satisfaction, Management, Salesforce.com, Sales&Marketing, Strong leadership..., Selling Cisco..., Selling Borderless..., Cisco Architectures for..., Cisco Partner Advantage, Cisco Small Business..., Enhancing Cisco Partner..., Extensive experience in..., Strategic planning..., Proficiency in..., Project Management, Sales, Public Speaking, Social Media, Customer Service, Banking, Loans, Financial Services, Finance, Home Equity Lines of..., Microsoft Office, Residential Mortgages, Home Equity Loans
Education
California State University-Northridge 2010 — 2012
Bachelor of Science (B.S.), Finance, General
California State University-Northridge 2010 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Merrill Lynch November 2012 - Present
Wellsfargo advisors January 2009 - November 2012
culvercity September 2007 - December 2008
Skills
Series 63, Retirement Planning, Wealth Management, Mutual Funds, Investments, Series 7, Life Insurance, Retirement, Insurance, Financial Planners, Banking, Credit, Residential Mortgages
Education
California State University-Northridge 2001 — 2006
Bachelor's degree, Marketing
burbank high school 1998 — 2001
high school, High school
KOLA Radio August 2011 - Present
Sigma Chi Fraternity June 2015 - Present
Merrill Lynch December 2010 - April 2011
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Digital Marketing, Social Media, Advertising, Market Research, Email Marketing, Integrated Marketing, Direct Marketing, Online Advertising, Online Marketing, Financial Services, Salesforce.com, Lead Generation, Competitive Analysis, Analytics, Strategic Planning, Digital Strategy, Social Networking, Copywriting, Public Relations, Radio, Account Management, New Business Development, Event Planning, Business Planning, Team Leadership, Radio Advertising, Marketing Research, Fundraising, Brand Development, Digital Media, SEM, Advertising Sales, Strategic Partnerships, Broadcast, Media Planning
Education
California State University-San Bernardino 2009 — 2011
Bachelor's degree, Business Administration and Management, Minor in Finance, 3.65
VALIC June 2011 - Present
Merrill Lynch January 2006 - June 2011
ARGENT SAVINGS and LOAN January 1991 - January 2005
Family Service Agency January 1992 - January 1999
Northern California Collection Service January 1992 - January 1996
Skills
Environmental Impact..., Environmental Management, Environmental Compliance, Recruiting, Finance, Program Management, Mortgage Lending, Business Development, Loans, Interviews, Operations Management, Accounting, Research, Series 7, Investments, Retirement, Fixed Annuities, Series 63, 401k, IRAs
Education
California State University-Sacramento 1995 — 2000
BS, Enviromental Resouce
California State University-Sacramento 1996 — 1999
Bachelor of Science, Environmental Science; Air quality, water and energy resource management
Value Line Funds January 2013 - Present
AXA Advisors May 2012 - December 2012
T. Rowe Price June 2010 - April 2012
T Rowe Price June 2008 - June 2010
Merrill Lynch August 2005 - June 2008
Skills
Loans, Employee Benefits, Entrepreneurship, Retirement Planning, Investments, Mortgage Lending, Series 7, Series 63, Financial Analysis, Mutual Funds, Real Estate, Portfolio Management, Asset Allocation, Securities, Credit, Asset Managment
Education
California State University-Northridge
MBA
Lev Aryeh
Queens College
Bachelor’s Degree, Political Science and Government
Wells Fargo Advisors 2007 - Present
Wells Fargo 2007 - 2009
Merrill Lynch 2004 - 2007
Skills
Corporate Finance, Investment Banking, Investments, Management, Wealth Management, Portfolio Management
Education
California State University-Northridge 2002 — 2004
Bachelor of Science in Business Administration (B.S), FINANCE
Santa Monica College 1999 — 2002
Associate of Science (A.S.), Business Administration and Management, General
Lycee General Leclerc
RE/MAX Coast and Valley 2008 - Present
RE/MAX OLSON AND ASSOCIATES 2002 - 2008
Troop Real Estate 1996 - 2002
Coldwell Banker Real Estate 1992 - 1996
Marcus & Millichap 1989 - 1992
Merrill Lynch 1987 - 1989
Skills
Seller Representation, REO, Certified Short Sales, Buyer Representation, BPO, Property Management, Fixer Uppers, Short Sales, Sellers, Foreclosures, Listings, Investment Properties, Real Estate Transactions, Residential Homes, Single Family Homes, SFR, Investors, Luxury, Real Property, New Home Sales, Buyers, Townhomes, First Time Home Buyers, Mortgage Lending, Relocation
Education
CSUN 1987 — 1988
UCLA 1987 — 1987
San Diego State University-California State University 1985 — 1987
University of Hawaii at Manoa 1986 — 1986
Calabasas High School 1982 — 1985
Boston Private Bank September 2012 - Present
HSBC August 2008 - August 2012
Citi 2003 - 2008
Merrill Lynch 1998 - 2000
Skills
Commercial Banking, Series 7, Securities, Commercial Lending, Small Business Lending, Credit Analysis, Loans, Credit, Credit Risk, Consumer Lending, Lines Of Credit, Treasury Services, Asset Based Lending, Retail Banking, Treasury Management, Investments, Finance, Private Banking, Wealth Management, Cash Management, Commercial Mortgages, Portfolio Management
Education
Southwestern University School of Law 1987 — 1990
Juris Doctorate
California State University-Los Angeles 1986 — 1988
BA in Economics
Morgan Stanley Wealth Management June 2008 - Present
Morgan Stanley Wealth Management June 2008 - Present
Merrill Lynch September 2006 - February 2008
US Wealth Management July 2005 - August 2006
Partnervest Financial Group January 2003 - April 2005
Finestone & Associates LLC May 1996 - December 2002
Sutro & Co May 1994 - May 1996
Merrill Lynch May 1988 - February 1994
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, ETFs, Morningstar, Alternative Investments, Asset Allocation, Options, Investments, Fixed Income, Asset Management, Equities, Portfolio Management, Securities
Education
UCLA 2001 — 2003
Certificate, Business and Personal Financial Planning
California State University-Northridge 1985 — 1987
Bachelor of Arts (B.A.), Radio and Television
LPL Financial / IFP/ Callahan Wealth Management and Insurance Services August 2015 - Present
Allstate Financial Services LLC February 2009 - August 2015
Merrill Lynch 2008 - 2009
Fremont Investment and Loan 2004 - 2007
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Disability Insurance, Mortgage Lending, Cold Calling, Residential Mortgages, Financial Modeling, Sales, Investments, Finance
Education
California State University-Sacramento 1993 — 1996
BS, Exercise Science / Kinesiology
Cosumnes River College 1989 — 1991
Stone Toro November 2009 - Present
Zynin Capital Management LLC August 2009 - November 2012
Merrill Lynch 2004 - 2008
Merrill Lynch Investment Managers 1999 - 2004
PRICE WATERHOUSE COOPER June 1981 - September 1983
Skills
Asset Management, Investments, Wealth Management, Alternative Investments, Hedge Funds, Financial Planning, Equities, Portfolio Management, Management, Securities
Education
California State University-Los Angeles 1978 — 1981
BS, Accounting and Finance
Kinecta Federal Credit Union June 2012 - Present
Kinecta Financial & Insurance Services November 2008 - Present
Kinecta Financial & Insurance Services November 2001 - November 2008
Citibank 1998 - 2001
Great Western Savings 1986 - 1998
Merrill Lynch 1984 - 1986
Skills
Insurance, Strategic Planning, Sales Management, Banking, Portfolio Management, Asset Management, Business Strategy, New Business Development, Brokerage, Comprehensive Wealth..., Financial Planning, Board Governance, Audit and Compliance..., Mergers and Acquisitions
Education
Pepperdine University 1994 — 1996
Master of Business Administration (MBA)
California State University-Northridge 1982 — 1986
Bachelor of Science (B.S.), Finance
Self-employed February 1995 - Present
Weave (DV shelter) Sac, Ca January 1989 - August 1993
Merrill Lynch June 1989 - June 1992
Living Well Fitness Centers January 1985 - June 1989
Skills
Mental Health, Psychotherapy, Family Therapy, Attachment Related..., PTSD, Domestic Violence..., Early Childhood..., Childhood Abuse and..., Group Therapy, Adolescents, CBT, Play Therapy, Post Traumatic Stress, Dual Diagnosis, Social Services, Psychodynamic...
Education
California State University-Sacramento 1992 — 1994
Masters of Social Work, Social Work
University of North Carolina at Chapel Hill 1976 — 1978
English Major
Merrill Lynch August 2009 - Present
UBS October 2000 - August 2009
ARCS Commercial Mortgage August 1997 - November 1999
Skills
Portfolio Management, Investments, Asset Allocation, Finance, Wealth
Education
California State University-Northridge 1994 — 1997
Bachelors, Finance
Florida State University
UBS November 2008 - Present
Merrill Lynch January 1999 - November 2008
Bank of America 1993 - 1999
Education
California State University-Northridge 1992 — 1996
Bachelor of Science, Finance, Real Estate
Notre Dame High School 1987 — 1989
High School Diploma
Merrill Lynch June 2012 - Present
Wealth Creator Online April 2010 - December 2012
Bank of America August 2005 - May 2008
Skills
Financial Advisory
Education
University of Phoenix 1998 — 2000
MBA, Business Administration
California State University-Los Angeles 1995 — 1996
Paralegal Deploma, Paralegal
Merrill Lynch January 2011 - Present
Solstice Wealth Management January 2010 - January 2011
Ameriprise Financial January 2009 - January 2010
Ameriprise Financial Services, Inc. January 2009 - January 2010
Education
California State University-Sacramento 1999 — 2002
BS, Criminal Justice
City National Bank February 2014 - Present
Toastmasters International February 2014 - Present
VALIC July 2012 - February 2014
Ameriprise Financial February 2011 - August 2012
MetLife Investors February 2012 - June 2012
CSUN Students for Middle Eastern Studies September 2010 - June 2011
Merrill Lynch January 2010 - June 2010
Chase October 2008 - November 2009
Chase October 2007 - October 2008
Skills
Financial Planning, Retail Banking, Public Speaking, Customer Retention, Customer Focus, Sales, Organizational..., Managerial Experience, Strategic Financial..., Investments, Analysis, Retirement, Finance, Banking, Management, Strategic Planning, Customer Service, Risk Management, CRM, Financial Services, Series 7, Portfolio Management, Wealth Management, Securities, Financial Analysis, Retirement Planning, Mergers & Acquisitions, Mutual Funds
Education
California State University-Northridge 2009 — 2011
Bachelor of Science, Finance
YULA
UBS April 1999 - Present
U.S. Army 1987 - 2003
Merrill Lynch 1993 - 1999
Education
California State University-Sacramento 1986 — 1989
BS, Business Mangement and Administration
Merrill Lynch 2012 - Present
JPMorgan Chase 2011 - 2012
Skills
Financial Analysis, Wealth Management, Retirement Planning, Strategic Financial..., Uniform Combined State..., Series 7, Loans, Health Insurance, Retirement, Finance, Credit, Mortgage Lending, Investments, Leadership, Public Speaking, Social Networking, Microsoft Excel
Education
CSUN
Bachelor of Science (B.S.), Business Administration and Management, General
Microsoft March 2013 - Present
SAP January 2011 - March 2013
Bloomingdale's September 2009 - January 2011
Merrill Lynch January 2010 - May 2010
Nordstrom May 2008 - August 2009
Bedford Family Dental Center June 2006 - January 2008
Next Wave Boutique October 2004 - January 2008
Skills
Sales, Microsoft Office, Account Management, Retail, Marketing, Customer Service, Leadership, Management, Enterprise Software, CRM, SAP, Cloud Computing, Sales Operations, Business Intelligence, Cold Calling, Solution Selling, SaaS, Salesforce.com
Education
California State University-Northridge 2008 — 2010
BS, Finance
Brooklyn College 2006 — 2008
Yerevan State Pedagogical University 2002 — 2004
A.D, Foreign Languages
School #171
Financial West Group January 2013 - Present
Ameriprise Financial May 2009 - November 2012
Citi Smith Barney October 2007 - April 2009
Merrill Lynch August 2002 - September 2007
Morgan Stanley Smith Barney June 2001 - September 2002
Skills
Financial Planning, Investments, Insurance, Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Retirement Income..., Long Term Care, Saving for Education, Asset Allocation, Series 7, Wealth Preservation..., High Net Worth..., Mutual Funds, Retirement, IRA's, Annuities, Asset Management, 401k, Insurance Planning, Wealth Accumulation, Financial Advisory, Investment Strategies, Alternative Investments, Wealth Preservation, Bonds, 401k Rollovers, Strategic Financial..., Life Insurance
Education
University of La Verne Law School 1991 — 1995
J.D., Law
California State University-Northridge 1979 — 1984
B.S., Accounting
Wells Fargo November 2006 - Present
CFA Socity of San Diego 2006 - 2008
Merrill Lynch July 2004 - October 2006
Centara Capital January 2004 - May 2004
Securities Training Corporation May 2000 - January 2004
University of Southern California January 2000 - May 2000
American Express Financial Advisors December 1999 - January 2000
National Notary Association March 1999 - November 1999
The Complete Sheet, Inc. August 1997 - March 1999
GolinHarris March 1997 - August 1997
Skills
Investment Strategies, Certified Financial..., Chartered Financial..., Engaging Public Speaker, Goal Oriented, Portfolio Management, Investments, Asset Management, High Net Worth..., Asset Allocation, Financial Advisory, Investment Management, Alternative Investments, Strategic Financial..., Financial Planning, Management, Finance, Financial Analysis
Education
University of Southern California 1997 — 1998
Master of Arts, Communication Management
California State University-Northridge 1990 — 1994
Bachelor of Arts, Communication
Merrill Lynch January 1992 - Present
Drs. Dunn and Wallace January 1990 - October 1993
Skills
Leadership Development, Public Speaking, Client Development, Sales Presentations, Team Building, Fundraising, Non-profits, Coaching, Event Planning, Strategic Planning, Public Relations, Uniform Combined State..., Portfolio Management, Event Management, Investments, Series 63, Volunteer Management, Series 7, Series 6
Education
California State University-Northridge 1963 — 1967
Education
Arizona Satellite TV May 2013 - Present
Cox Communications and Electronics August 2012 - Present
Copy Express August 2002 - Present
Merrill Lynch October 1986 - August 2002
Triple Check Income Tax Sevices, Inc. June 1982 - September 1986
Skills
Microsoft Word, Microsoft Office, Accounting, English, Customer Service, Windows, Research, Strategic Planning, Wide Format Printing, Contract Negotiation, Marketing Strategy, Account Management, Management, Social Media, Negotiation, Sales
Education
California State University, Northridge 1977 — 1980
Business Administration/Accounting, Accounting and Finance, Deans List/3.5
California State University-Northridge 1972 — 1974
Bachelor of Science (BS), Accounting and Business/Management
Bank of America Merrill Lynch March 2015 - Present
JPMorgan Chase November 2012 - Present
Merrill Lynch February 2012 - December 2012
Bank of America February 2009 - January 2011
Bank of America February 2007 - February 2009
Skills
Loans, Banking, Credit, Portfolio Management, Credit Analysis, Commercial Banking, Risk Management, Customer Service, Financial Analysis, Credit Risk, Investments, Retail Banking, Financial Modeling, Mortgage Lending, Capital Markets, Analysis
Education
California State University-Los Angeles 2007 — 2009
B.S in Business Management, Minor in Economics
Accurate Financial Solutions a Registered Investment Advisor July 2015 - Present
NMP Associates April 2003 - Present
Merrill Lynch December 1992 - April 2003
Dean Witter Reynolds September 1987 - December 1992
Skills
Investments, Financial Planning, Retirement Planning, Investment Management, Securities, Insurance, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Investment Advisory, FINRA, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Wealth, Series 63
Education
California State University-Sacramento 1982 — 1987
BS, Finance
US EASY CLEAN May 2009 - Present
Indirect Sales January 2002 - Present
Liquid Tribe March 2010 - January 2011
Pacific Magazine January 2009 - December 2009
Pacific Magazine January 2009 - December 2009
Merrill Lynch August 2008 - December 2008
Merrill Lynch August 2008 - December 2008
Oviatt Library July 2007 - July 2008
Oviatt Library July 2007 - July 2008
Einstein Industries March 2005 - August 2006
Education
National University (PH) 2011 — 2012
Master's Degree - Science; BA Degree, Management
California State University
Master's Degree - Science; BA Degree, Management; Business Administration, Marketing
California State University-Northridge 2006 — 2008
Business, Marketing and Economics
San Diego Mesa College
Associate Degree, Business
San Diego Mesa College
Associate Degree, Business
Princess Cruises Sr. Pricing and Promotions Strategy AnalystPrincess Cruises2005 - Present
American Marketing Association January 2013 - January 2014
Princess Cruises 2001 - 2004
Princess Cruises 1999 - 2001
The Walt Disney Company 1998 - 1999
Merrill Lynch January 1997 - July 1997
Skills
Social Media, Marketing Strategy, Online Marketing, Market Planning, Email Marketing, Public Relations, Content Management, Professional Networking, Creative Strategy, Blogging, Market Analysis, Revenue Management, Yield Management, Staff Supervision, Staff Mentoring, Social Media Marketing, Promotions, Integrated Marketing, Revenue Analysis, Brand Management, Strategic Planning, Leadership, Web Analytics, Marketing Research, Marketing, Strategy, Google Adwords, Market Research, Competitive Analysis, Marketing Communications
Education
University of California, Los Angeles 2012 — 2013
Marketing and Social Media, Marketing Certificate
California State University-Northridge 1992 — 1997
Bacherlors, Business Finance
P. A. WEISS, Inc. Executive Coaching and Organizational Consulting January 2009 - Present
Executive Core 2009 - 2013
Harcourt Assessment/ Reed Elsevier December 2001 - March 2008
Continental Airlines June 1995 - December 2001
Continental Airlines/ Internet Start-Up July 2000 - February 2001
Sony Electronics May 1994 - August 1994
Sara Lee Branded Apparel February 1993 - August 1993
Merrill Lynch August 1988 - August 1992
Skills
Performance Management, Recruiting, Executive Coaching, Leadership Development, Coaching, Succession Planning, Employee Relations, Organizational..., Employee Engagement, Talent Management, Organizational..., Deferred Compensation, Team Building, Management Consulting, Conflict Resolution, Consulting, Human Resources, Career Development, HR Consulting, Strategic HR, Management, Change Management, Strategic Planning, Onboarding, Staff Development, Program Management, Interviews, Training, Employee Benefits, Organizational Design, Culture Change, Career Management, Workshop Facilitation, Job Analysis, Applicant Tracking..., Executive Development, Workforce Planning, MBTI, Talent Acquisition, Leadership, Labor Relations, Management Development, 360 Feedback, Employee Training, HRIS, Personnel Management, Career Counseling, HR Transformation, Human Capital, HR Policies
Education
University of South Carolina - Darla Moore School of Business 1993 — 1995
MHR, Human Resources
California State University-Sacramento 1981 — 1985
BA, History
Avatar Energy, LLC 2005 - Present
Brennan & Wampler January 1994 - Present
Paine Webber December 1991 - August 1994
Merrill Lynch July 1987 - December 1991
USMC June 1971 - September 1987
Skills
Contract Negotiation, Start-ups, Team Building, Microsoft Office, Due Diligence, Mergers, Renewable Energy, Marketing Strategy, Entrepreneurship, Strategic Planning, Business Strategy, Venture Capital, Energy, Policy, Environmental Awareness, Coaching, Project Management, Management, Negotiation, New Business Development, Research, Marketing, Business Development, Mergers & Acquisitions, Real Estate, Solar Energy, Business Planning, Corporate Finance, Strategy, Small Business, Leadership Development, Valuation, Cross-functional Team..., Public Speaking, Cleantech, Energy Efficiency, Public Relations, Sustainability, Budgets, Competitive Analysis, Financial Analysis, Strategic Partnerships, Corporate Development, Fundraising, Customer Service, Investments, Tax, Product Marketing, Program Management, Private Equity
Education
John F. Kennedy University 1994 — 1998
MA, Psychology
National University 1984 — 1986
MBA, Investments and Securities
California State University-Northridge 1971 — 1975
BA Political science
Commercial Best Insurance February 2015 - Present
Hollister Co. December 2013 - December 2014
Commercial Best Insurance September 2011 - December 2014
Herbalife January 2013 - January 2014
Elephant Bar Restaurant April 2011 - February 2013
Merrill Lynch July 2012 - October 2012
Skills
Trilingual, Microsoft Office, Time Management, Sales, Microsoft Excel, Microsoft Publisher, Customer Service, Nutrition, Fitness, Social Media, Food & Beverage, Food Service, Financial Analysis, Restaurants, Foreign Languages, Travel, Advertising, Team Leadership, Multilingual, Editing, Facebook, Team-oriented, PowerPoint, French, Event Planning, iMovie, Event Management, Market Research, Teamwork, Spanish
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (B.S.), Marketing
CUSO Financial Services, LP September 2015 - Present
Tzikas Investment Advisory March 2010 - September 2013
Morgan Stanley July 1986 - August 2005
Merrill Lynch October 1982 - June 1986
Skills
Customer Service, Strategic Planning, New Business Development, Business Strategy, Marketing Strategy, Investments, Marketing, Sales Management, Microsoft Office, Sales, Management, Coaching, Team Building, Small Business, Project Management
Education
University of California, Santa Cruz 1974 — 1977
Biology/English Literature
California State University-Sacramento 1971 — 1974
Chemistry/English Literature
Laidlaw & Company UK Ltd. January 2014 - Present
Merrill Lynch August 2007 - August 2013
KDP Mortgage Group 2003 - 2007
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Retirement
Education
California State University-Sacramento
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Coastal Carolina Community College
Associate of Arts (A.A.), Education
Merrill Lynch February 2003 - Present
Morgan Stanley June 1997 - February 2003
Banc of America Investments March 1994 - June 1997
Skills
Wealth Management, Long-term Care, Asset Allocation, Insurance, Series 7, Retirement Planning, Series 63, 401k Rollovers, CRPC, ETFs, 529 Plans, Structured Products, Securities, Mutual Funds
Education
California State University-Sacramento 1988 — 1992
Bachelor of Science, Finance
10-4 Systems April 2014 - Present
Kelmar Associates July 2011 - April 2014
Merrill Lynch January 2011 - June 2011
Skills
Wealth Management, Mutual Funds, Management, Investments, Analysis, Accounting, Leadership, Microsoft Excel
Education
California State University-Northridge 2009 — 2011
B.S., Finance
Santa Barbara City College 2007 — 2009
Business Administration
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase May 2013 - Present
Bank of America November 2011 - May 2013
Merrill Lynch November 2009 - November 2011
Bank of America April 2006 - November 2009
Skills
Commercial Banking, Sales, Credit, Loans, Banking, Treasury Services, Analysis, Commercial Lending, Credit Analysis, Financial Analysis, Fixed Income, Insurance, Management, Mortgage Lending, Portfolio Management, Relationship Management, Small Business Lending
Education
California State University-Los Angeles 2006 — 2008
bs, finance
UCLA
CFP Candidate
Capital Group July 2011 - Present
Capital Group July 2005 - July 2011
Capital Group September 2002 - July 2005
Provident Investment Counsel July 2000 - July 2001
Merrill Lynch October 1998 - May 2000
Forbes Magazine 1995 - 1997
Skills
Building Relationships, Recruiting, Project Management, Event Planning, Bringing out the best..., Highly resourceful, Creative Solutions
Education
California State University-Los Angeles
BA, Sociology
Independent May 2011 - Present
JB Office November 2014 - August 2015
Imagine Merchant Solutions June 2014 - November 2014
Northwestern Mutual December 2012 - June 2014
SopCom August 2012 - June 2014
Daniel Sigal Photography October 2008 - June 2014
Merrill Lynch September 2012 - December 2012
AK Enterprises April 2011 - September 2012
Skills
Finance, Financial Planning, Personal Finance, Budget Management, Debt Management, Life Insurance, Retirement Planning, Financial Risk..., Economics, Microeconomics, Macroeconomics, Global Economics, International Economics, Stock Market Analysis, Equity Research, Investment Strategies, Investment Management, Financial Forecasting, Financial Statement..., Financial Statements, Socio-economic Research, Real Estate Economics, Portfolio Management, Sales, Salesforce.com, CRM, Social Media Marketing, Marketing, Public Speaking, Venture Capital, Event Planning, Leadership, Management, Social Media, Microsoft Office, Communication, Event Management
Education
Moorpark College 2015 — 2016
Transfer credits for B.S. in Business, Lower division business courses
Granada Hills Charter High School 2005 — 2009
California State University-Northridge
UNICOM Global September 2014 - June 2015
California State University, Northridge January 2014 - June 2014
Merrill Lynch September 2013 - December 2013
Red Rock Marketing December 2010 - November 2011
Skills
Mutual Funds, Finance, Financial Modeling, Equities, Strategic Financial..., Valuation, Financial Analysis, Portfolio Management, Investments, Corporate Finance, Asset Management, Economics, Fixed Income, Private Equity, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Planning, Customer Service, Leadership, Management, PowerPoint, Public Speaking
Education
Duke University 2015 — 2016
Master's degree, Management Studies
California State University-Northridge 2011 — 2014
Bachelor of Science (BS), Finance
F.A.I.R Program, Elements Real Estate April 2015 - Present
Miracle Mile Realty, Glenn Charles Investments August 2010 - March 2015
National Real Estate Services, NRES November 2010 - December 2012
Bank of America November 2007 - March 2009
Merrill Lynch October 2005 - August 2007
Skills
Buyer Representation, New Home Sales, Short Sales, Listings, Single Family Homes, REO, Foreclosures, First Time Home Buyers, Condos, Sellers, Investors, Relocation, Loans, Real Estate, Real Estate Transactions, Investment Properties, Residential Homes, Sales, Referrals, FHA, HUD
Education
CSU Sacramento
Davita RX January 2014 - Present
LHP Hospital Group April 2013 - January 2014
TIAA-CREF FINANCIAL SERVICES October 2012 - March 2013
Bank of America December 2011 - June 2012
USAA December 2010 - July 2011
Merrill Lynch May 2010 - October 2010
CAREER CONSULTANTS GROUP October 2007 - August 2009
WASHINGTON MUTUAL/JP MORGAN CHASE June 2008 - November 2008
UNIVERSAL HOME LOAN CORPORATION OF AMERICA, LLC March 2006 - September 2007
PROVIDYN, LLC July 2005 - February 2006
Skills
Sourcing, Recruiting, Executive Search, Interviews, Temporary Placement, Human Resources, Screening, Applicant Tracking..., Internet Recruiting, Management, College Recruiting, Talent Acquisition, Taleo, Onboarding, Technical Recruiting, Staffing Services, Training, Screening Resumes, Temporary Staffing, Contract Recruitment, Benefits Negotiation, Job Fairs, Workforce Planning, SDLC, Hiring, Deferred Compensation, HRIS, Recruitment Advertising, Employee Relations, Behavioral Interviewing, Permanent Placement, Background Checks, RPO, Networking, Talent Management, Employee Benefits, Corporate Recruiting, New Hire Orientations, Employer Branding, Resume Writing, Cold Calling, Personnel Management, HR Consulting, Staff Augmentation, Building Relationships
Education
California State University-San Bernardino
Political Science
Crafton Hills College
AA, Liberal Arts
Commonwealth Financial Network November 2010 - Present
The Gensler Group March 2010 - October 2010
Neuberger Berman February 2005 - January 2010
Banc of America Investments March 2004 - February 2005
Merrill Lynch June 1999 - March 2004
ITT Industries December 1996 - June 1999
Education
California State University-Northridge 1994 — 1996
M.A., Speech Communication
University of California, Santa Barbara 1991 — 1994
B.A., Communication Studies
PennyMac March 2015 - Present
PennyMac July 2012 - March 2015
Bank of America January 2008 - May 2012
Merrill Lynch September 2011 - December 2011
Skills
Banking, Credit, Portfolio Management, Financial Analysis, Finance, Investments, Financial Modeling, Equities, Retirement Planning, Asset Management, Insurance, Leadership, Strategic Financial..., Financial Services, Asset Allocation, Loans, Cross Selling, Credit Analysis, Series 7, Fixed Income, MBS
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
California State University-Northridge 2009 — 2012
Bachelor of Science (B.S.), Finance and Management
Student Finance Association (SFA) 2011 — 2012
President
Redefining Investment Strategy Education (R.I.S.E. Conference) 2012 — 2012
RISE Financial Pathways October 2009 - Present
Manifesto Café March 2011 - Present
Community Financial Resource Center January 2009 - October 2009
Community Financial Resource Center November 2006 - September 2008
Venice Arts June 2006 - October 2006
Merrill Lynch February 2005 - May 2006
Loyola Marymount University - Department of Economics January 2004 - May 2006
Skills
Program Development, Program Design, Financial Education, Financial Coaching, Presentation Development, Social Media, Program Management, Community Development, Community Outreach, Curriculum Design, Curriculum Innovation, Building Relationships, Cultural Awareness, General Awesomeness, Micro-Enterprise, Social Entrepreneurship, Grant Writing, Budget Setting, Strategic Partnerships, Training, Entrepreneurship, Public Speaking, Nonprofits, Management, Leadership, Strategic Planning, Grants
Education
California State University-Northridge 2013 — 2015
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
American Jewish University 2012 — 2015
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management, leave of absence (2013)
Loyola Marymount University 2002 — 2006
Bachelor of Arts (BA), Spanish, Economics
JPMorgan Chase & Co. September 2015 - Present
Wells Fargo Home Mortgage 2013 - April 2015
Wells Fargo Advisors 2010 - 2013
Wells Fargo 2008 - 2010
PNC 2007 - 2008
Merrill Lynch 2005 - 2007
Wells Fargo 2003 - 2005
Northwestern Mutual 2001 - 2003
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Refinance, Underwriting, Wealth Management, Loans, FHA, Banking, Financial Services, Commercial Lending, Consumer Lending, Small Business Lending, Commercial Banking, Portfolio Management, Sales, Investments, Financial Analysis, Series 7, Customer Service, Credit Analysis, Credit Risk, Credit
Education
Argosy University Washington, DC 2007 — 2010
MBA, Business Administration
California State University-Northridge 2001 — 2003
BA, Psychology
Los Angeles Pierce College 1999 — 2001
AA, General
Independent 2010 - Present
Microsoft 2008 - 2010
Renaissance Holdings 2006 - 2008
Gilead Sciences 2004 - 2005
Oak Hill Investment Management 2004 - 2004
MGM 2000 - 2001
Trust Company of the West 1997 - 2000
Redwood Communications 1995 - 1997
Merrill Lynch 1995 - 1995
The Intergroup Corporation 1990 - 1995
Skills
Negotiation, Organization, Multitasker, Marketing, Photography, Production, Feature Writing, Research, Analysis, Stock Market, Real Estate Transactions, Voice Over, Copywriting, Editing, Investor Relations, Results Focused, Feature Articles, Event Planning, Contractual Agreements, Portfolio Management, Project Management, Advertising, Contract Negotiation, Investments, Commercial Real Estate, Project Coordination, Investigation, Broadcast Television, Entertainment, Public Relations, Journalism, Film, Music, Radio Announcing, Result Oriented, Entrepreneurship, Start-ups, Management, Real Estate, Digital Marketing, Online Marketing, Analytics, Mobile Advertising, Strategy, Social Networking, Microsoft Technologies, Social Media Marketing, Digital Strategy, CRM, Lead Generation
Education
California State University-Northridge
Bachelor of Arts (BA), Broadcasting/Radio-TV-Film
Los Angeles Valley College
Associate of Arts (AA), Broadcasting
Snowden Capital Advisors November 2012 - Present
Merrill Lynch August 1983 - November 2012
Skills
Retirement, Retirement Planning, Estate Planning, Investments, Investment Management, Wealth Management, Financial Advisory, Alternative Investments, Asset Allocation, Equities
Education
California State University-Los Angeles 1971 — 1973
arcadia high school 1968 — 1971
High School
Rio Tinto January 2013 - Present
Kennecott Utah Copper June 2012 - January 2013
Merrill Lynch January 2012 - June 2012
Skills
SAP, Accounting, Financial Analysis, Account Reconciliation, Project Management, Variance Analysis, Auditing, Project Planning, Management, Analysis, Microsoft Office, Timberline Accounting, Hyperion HFM, Planning Budgeting &..., Financial Reporting, Forecasting, Business Process..., Financial Accounting, Internal Controls, Financial Planning, Process Improvement, Sarbanes-Oxley Act, Microsoft Excel, Budgeting, Corporate Finance, General Ledger, Mining, Finance
Education
University of Utah 2014 — 2015
Upper Division Accounting Courses, Accounting
California State University-Northridge 2008 — 2012
Bachelor's degree, Finance, General
Merrill Lynch September 2012 - Present
Morgan Stanley Smith Barney January 2012 - September 2012
Bank of America Merrill Lynch February 2007 - December 2011
Education
California State University-Northridge
Bachelor of Business Administration (B.B.A.), Finance, Business Administration
Friends of the Israel Defense Forces (FIDF) October 2013 - Present
Merrill Lynch March 2013 - October 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Investments, Research, Uniform Combined State..., Customer Service
Education
California State University-Northridge 2011 — 2013
Bachelor's degree, Finance and Financial Management Services
AssetMark November 2014 - Present
AssetMark January 2014 - Present
AssetMark October 2013 - December 2013
Genworth Financial May 2013 - October 2013
Bank of America March 2012 - May 2013
Merrill Lynch August 2011 - January 2012
Coldwell Banker March 2005 - February 2011
Skills
Series 6, Series 63, Series 65, Investments, Mutual Funds, Stocks, ETFs, Retirement Planning, Retirement Savings, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, 401k, 401k Rollovers, Growth Management, Multi-family Investments, Investment Management, Banking, Real Estate, Real Estate Development
Education
California State University-Northridge 2011 — 2013
Bachelor's degree, Financial Planning and Services, 3.62
InMotion Hosting July 2015 - Present
MarketSmith Consulting September 2013 - August 2015
YEKRA August 2011 - September 2013
Merrill Lynch January 2011 - May 2011
SAGE Publications October 2007 - September 2009
Chrono December 2005 - October 2007
Real Estate Investments Co December 2002 - October 2005
Skills
Business Development, Salesforce.com, Financial Analysis, Marketing, Finance, New Business Development, Strategic Planning, Investments, Marketing Strategy, Business Analysis, Microsoft Excel, Financial Modeling, Start-ups, Forecasting, Project Management, Management, Market Research, Business Process..., Strategy, Process Improvement, Business Planning, B2B, Sales, Market Analysis, CRM, Business Strategy, Online Advertising, Leadership, Social Media Marketing, Analysis, Marketing Management, Social Media, Product Management, Budgets, Market Planning, Competitive Analysis, Cross-functional Team..., Portfolio Management, Integrated Marketing, Online Marketing, Digital Marketing, Analytics, Product Marketing, Advertising, Strategic Partnerships, Entrepreneurship, Email Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Marketing
California State University-Northridge 2001 — 2006
B.S., Business Admin- Emphasis in Business Law
Merrill Lynch August 2012 - Present
Skills
Financial Planners, Investment Portfolio, Retirement Planning, Research, Customer Service, Alternative Investment..., Insurance, Stock Trading, Relationship Management, Team Leadership, Sales, Strategic Financial..., Bonds, Portfolio Management, Equities, Investments, Finance, 401k Rollovers, Investment Strategies, Wealth Management..., Retirement, ETFs, Mutual Funds, Stock Market
Education
California State University-Northridge 2008 — 2012
Bachelor of Science (B.S.), Finance
Thomas Fogarty Winery January 2014 - May 2015
Thomas Fogarty Winery August 2005 - December 2013
Merrill Lynch June 2004 - May 2005
Skills
Event Planning, Microsoft Office, Calendaring, Marketing, Event Management, Outlook, Microsoft Excel, PowerPoint, Travel Arrangements, Customer Service, Administrative..., PeopleSoft, Access, Negotiation, Microsoft Word, Illustrator, Social Media, Public Relations, Coordinating Events, Social Networking, Fundraising, Public Speaking, Non-profits, Social Media Marketing, Hospitality, Sales, Corporate Events
Education
California State University-Sacramento 1999 — 2004
Communication Studies, Organizational
College of San Mateo 2010 — 2011
Certificate of Accounting
Merrill Lynch September 2014 - Present
Morgan Stanley Smith Barney, LLC September 2008 - September 2014
Morgan Stanley July 2006 - September 2008
Atlas Securities- Golden West Financial May 2005 - July 2006
Essex National Securities 2003 - 2005
Premier Financial Group 1999 - 2002
Signature Financial Partners, LLC a member of John Hancock Financial Network 1998 - 1999
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science, Business Administration, Dual Concentrations in Finance, Accountancy
Vintage High
Merrill Lynch June 2011 - Present
Skills
Investments, Series 7, Wealth Management, Investment Strategies, IRAs, Retirement Planning, Mortgage Lending, Small Business Lending, Alternative Investments, Loans, Credit, Series 63
Education
CSU Sacramento
Bachelor of Arts, Economics
ASI Corporation February 2014 - Present
True Value Company July 2010 - January 2014
Sasan August 2008 - November 2011
Merrill Lynch January 2008 - June 2008
Skills
Financial Analysis, Commercial Sales, Mathematics, Analysis, Sales, Research, Salesforce.com, Microsoft Excel, Budgets, Community Outreach, Event Planning, Retail, Accounting, New Business Development, Time Management, Public Speaking
Education
California State University-Los Angeles 2006 — 2008
B.S., Finance & Economics
Pasadena City College 2004 — 2006
AA, General Studies
Ameriprise Financial Advisors March 2009 - Present
Merrill Lynch 1996 - 2009
Education
California State University-Sacramento
BA, Economics
BBVA Compass October 2013 - Present
Bank of the West March 2007 - October 2013
Bank of the West March 2007 - November 2012
Citi Group Global Wealth Advisory September 2005 - March 2007
Merrill Lynch February 2002 - September 2005
Skills
Commercial Banking, Bank Relationship..., Team Building, Credit Analysis, Small Business Lending, Risk Management, Credit Risk, Retail Banking, Mortgage Lending, Banking, Commercial Lending, Asset Based Lending, Private Equity, Financial Services, Loans
Education
Pepperdine University 1980 — 1981
MBA, Business
California State University-Northridge 1976 — 1980
BS, Investment Finance
Initiative February 2011 - Present
Ancona Insurance Services February 2009 - February 2011
Union Bank November 2008 - January 2009
AllianceBernstein September 2008 - November 2008
Merrill Lynch September 2007 - December 2007
Skills
Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Analysis, Forecasting, Budgets, Accounting, Management, Strategic Planning, Business Strategy, Customer Service, Finance, Marketing, Sales, New Business Development, Financial Modeling, Market Research, Corporate Finance, Banking, Risk Management, Managerial Finance, Analytics
Education
California State University-Northridge 2005 — 2007
B.S., Business Administration - Finance
Pembroke Investments August 2009 - Present
Smith Barney September 2007 - November 2008
Merrill lynch Global Wealth Management November 2006 - August 2007
Merrill Lynch 1981 - 1984
Skills
Wealth Management, Financial Planning, Retirement Planning, Series 7, Series 63, Investment Advisory, Securities, Financial Advisory, Strategic Financial..., High Net Worth..., Asset Allocation, Retirement, Mutual Funds, Financial Analysis, Portfolio Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1991
MBA, Investments
California State University-Northridge 1973 — 1977
BA, Biology/Chemistry
Fairleigh Dickinson University 2004 — 2005
Certificate, Financial Planning
Independent Consulting January 2008 - Present
Merrill Lynch January 1972 - December 2007
Merrill Lynch Bank Group 2006 - 2007
Skills
Financial Services, Securities, Equities, Wealth Management, Capital Markets, Risk Management
Education
California State University-Northridge 1971 — 1975
Business Administration
NetSuite July 2015 - Present
Wells Fargo 2010 - June 2015
Credit Suisse 2005 - 2009
Merrill Lynch 2003 - 2005
Wells Fargo Securities (Wachovia Securities) 2000 - 2003
Verix Software 1997 - 1999
Skunk Technologies 1996 - 1997
Skills
SaaS, E-commerce, Salesforce.com, Financial Modeling, Mergers, Cloud Computing, Analytics, Business Intelligence, Business Analysis, Enterprise Software, Banking, Competitive Analysis, Start-ups, CRM, Big Data, Strategic Partnerships, Strategy, Equity Research, Mergers, Oracle, Business Strategy, Valuation, Management, Venture Capital, Mergers & Acquisitions, Basketball Coaching, Business Development, Corporate Development
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Business
California State University-Sacramento 1989 — 1992
BS, Business
Relationship Management Leadership, Greater San Diego Area 2015 - Present
Energy Solutions Network 2015 - Present
Kiehnau & Associates. Inc. September 1999 - Present
Sovereign Capital Management Group, Inc. June 2012 - November 2013
NetWorth Services, Inc. September 2010 - May 2011
SummaLP Applications, Inc. May 1999 - May 2010
RBC Dain Rauscher May 2004 - November 2004
Merrill Lynch, Inc. May 1997 - April 1999
Mortgage Partners Del Norte October 1995 - April 1997
Merrill Lynch September 1979 - May 1995
Skills
Investments, Portfolio Management, Financial Analysis, Finance, Business Development, Securities, Strategic Planning, Due Diligence, Asset Management, Valuation, Customer Service, Mergers & Acquisitions, Software Project..., Risk Management, Analysis, Entrepreneurship, Marketing, Commercial Banking, Software Development, Highly responsible, Commercial Lending, Process Improvement, Long-term Customer..., Superior Work Ethic, Divestitures, Management Consulting, Corporate Actions, Customer Relations, Compliance, Problem Solving, Institutional Marketing, Private Equity, Private Banking, Relationship Management, Business Relationship..., Key Account..., Management, Financial Modeling, Equities, Banking, Executive Management, Fixed Income, Trading, CRM, Credit, Financial Services, Loans, Corporate Finance, Leadership
Education
California State University-Sacramento
BSBA, Finance/Insurance/Real Estate (triple major), graduated with honors
Merrill Lynch August 2013 - Present
Archstone March 2012 - June 2013
Kings Point Capital August 2008 - March 2012
Haft Financial August 2008 - March 2012
Skills
Outlook, Microsoft Excel, Real Estate, Customer Service, Property Management, Contract Negotiation, Budgets, Event Planning, Apartments, Negotiation, Sales, Customer Satisfaction, Marketing, Team Building, Training, Leases, Account Management, Real Estate Economics, Market Research, Management, Leadership, Cold Calling, Asset Management, Finance, Financial Analysis
Education
California State University-Los Angeles
Bachelor of Science, Business Administration and Management, General
MARTIN KRULL HEDGE FUND October 2007 - Present
PHE INC February 2000 - Present
Merrill Lynch March 1996 - February 2000
Education
California State University-Northridge 1981 — 1985
SVB Financial Group October 2014 - Present
SVB Financial Group January 2008 - October 2014
FINRA (formerly NASD) April 2005 - January 2008
E*TRADE Financial June 2000 - April 2005
Merrill Lynch 1993 - 1998
Education
California State University-Sacramento 1998 — 2001
MBA
St. Mary's College of California 1989 — 1993
BA, Government
Tomales High School 1985 — 1989
High School
Financial West Group January 2005 - Present
Merrill Lynch April 1997 - October 2004
Education
California State University-Sacramento 1979 — 1982
BS, Finbance & Economics
POS Portal February 2012 - Present
FolioDynamix August 2008 - January 2012
SunGard June 2004 - August 2008
London Pacific Advisors 1998 - 2004
Miller Financial & Insurance Services May 1998 - September 1998
Group Employee Services November 1996 - May 1998
Merrill Lynch 1996 - 1998
Skills
Program Management, Product Management, Wealth Management, Product Development, Customer Relations, Cross-functional Team..., Product Strategy, Issue Management, Software Project..., Management, CRM, Requirements Analysis, Project Management, Strategy, Customer Service, Analysis, Leadership, Quality Assurance, Business Process, Testing, Strategic Planning
Education
California State University-Sacramento 1990 — 1994
Bachelor of Science, Business Administration
Bank of America 2011 - Present
State Street 2008 - 2010
Merrill Lynch 2007 - 2008
HSBC 2005 - 2006
Skills
Relationship Management, Financial Analysis, Fixed Income, Financial Advisory, Portfolio Management, Financial Modeling, Consumer Lending, Commercial Lending, Retail Banking, Retirement Planning, Education Financing, Institutional..., Trade Operations, Global Private Client..., Derivatives, Credit, Investments, Banking
Education
California State University-Sacramento 2002 — 2005
B.S, Business Administration
Merrill Lynch July 2005 - Present
Skills
Accounting, Series 7, Marketing, Series 63, Financial Analysis, Equities
Education
California State University-Northridge 1987 — 1990
Psychology/Child Development
Merrill Lynch March 2014 - Present
Wells Fargo Advisors November 2012 - March 2014
Merrill Lynch 2007 - November 2012
Aletheia Research and Management, Inc. 2006 - 2007
Oppenheimer & Co. 1996 - 2006
Skills
Finance, Investments, Securities, Wealth Management, Portfolio Management, Series 7, Marketing, Mutual Funds, Trading, Series 63, Retirement Planning, Equities, CRM, Hedge Funds, Alternative Investments, Asset Management
Education
California State University-Northridge
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Palisades HS
English Literature (British and Commonwealth)
Motiivo January 2013 - Present
Intertainment Broadcasting Corporation June 2009 - September 2010
ATEN Technology Inc. and IOGEAR July 2004 - November 2008
Belkin Components 1997 - 2003
The SoftPort ComPany March 1983 - July 1997
Merrill Lynch 1977 - 1979
Skills
Consumer Electronics, Strategy, Account Management, Management, Product Development, Competitive Analysis, B2B, Product Launch, Product Marketing, Channel, Product Management, Sales, New Business Development, Multi-channel Marketing, Negotiation, Strategic Partnerships, Sales Management, Online Marketing, Sales Operations, Business Development, Lead Generation, Marketing Strategy, Solution Selling, Selling, Direct Sales, Marketing, Forecasting, P&L Management, Channel Partners, Product Lifecycle..., Start-ups, Cross-functional Team..., Salesforce.com, Leadership, Television, Trade Shows, Social Media Marketing, Team Building, Marketing Management, Retail, Strategic Planning, Presenter
Education
California State University-Los Angeles 1969 — 1973
Loyola High School
EverBank May 2012 - Present
GMAC Bank February 2011 - October 2012
Aurora Bank FSB October 2009 - March 2011
JPMorgan Chase 2008 - 2009
Merrill Lynch July 2002 - January 2008
IndyMac Bank August 1998 - July 2002
Fannie Mae July 1997 - August 1998
Indymac Bank 1993 - 1998
Skills
Loans, Sales, Loan Origination, Mortgage Banking, Credit Analysis, Residential Mortgages, Credit, Real Estate Financing, FHA, Banking, Mortgage Lending, Refinance, Underwriting, Sales Management, Portfolio Management, Mortgage Underwriting, Loan Servicing, Risk Management, Sales Process, Investment Properties, Loss Mitigation, FHA financing, USDA
Education
California State University-Northridge
Bus Admin
Moorpark College
AA/AS
Bank of America Merrill Lynch August 2015 - Present
Merrill Edge February 2014 - August 2015
Merrill Edge January 2012 - February 2014
Merrill Edge March 2010 - January 2012
Merrill Lynch March 2008 - March 2010
Harvard-Westlake School November 2007 - May 2008
ASF Distribution November 2007 - March 2008
USS Tarawa (LHA-1) July 2000 - June 2004
Skills
Sales, Investments, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Strategy, Business Strategy, Leadership, Asset Management, Finance, Relationship Management, Retirement, FINRA, Financial Advisory, Sales Management, Securities, Employee Benefits, Fixed Annuities, Customer Service, Risk Management, Banking, Credit, Strategic Financial..., Retirement Planning, Management, Strategic Planning
Education
California State University-Northridge
Bachelor of Science (BS), Finance
Old Dominion University
Finance
Randuch Family January 2012 - Present
Merrill Lynch September 2008 - July 2011
Morgan Stanley June 2004 - September 2008
Rotary International August 1995 - June 1996
Skills
Strategic Planning, Project Management, Customer Service, Management, Leadership, Program Management, Finance, Financial Advisory, Marketing
Education
California State University-Sacramento 1998 — 2000
B.A., Psychology
RGP March 2015 - Present
Warner Bros. April 2008 - March 2015
Warner Bros. June 2007 - August 2007
Merrill Lynch May 2007 - July 2007
THQ January 2007 - April 2007
Julie Roberts, CPA July 2003 - August 2006
Merrill Lynch December 2005 - June 2006
Skills
Financial Modeling, Investments, Stochastic Modeling, Decision Analysis, Excel, Accounting, Project Planning, Project Coordination, International Project..., Business Plan..., Business Plan Evaluation, SAP, SAP BW, Business Objects, Business Planning, Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
MBA, Finance
California State University-Northridge 2000 — 2004
BSBA, Finance
Northern Trust Asset Management January 2014 - Present
EP Wealth Advisors August 2011 - December 2013
ITT Corporation June 2009 - August 2011
California State University, Northridge August 2008 - December 2008
Merrill Lynch June 2008 - December 2008
Skills
Mutual Funds, Portfolio Management, Investments, Financial Advisory, Asset Allocation, Financial Planning, Wealth Management, Asset Management, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Investment Advisory, Capital Markets, Derivatives, Budgets, Risk Management
Education
California State University-Northridge 2007 — 2008
Bachelors of Science, Finance
California State University-Northridge 2007 — 2008
BS, Finance
Westfield February 2014 - Present
Westfield September 2012 - February 2014
Guitar Center November 2011 - September 2012
Prime Jet June 2011 - November 2011
Jet Edge August 2009 - June 2011
Merrill Lynch July 2007 - February 2009
Education
California State University-Northridge 2003 — 2008
Bachelor of Arts, Economics, Business Administration, Political Science
Amplify Credit Union December 2012 - Present
Merrill Lynch October 2008 - August 2011
Skills
Wealth Management, Investment Advisory, Investments, Asset Allocation, Strategic Financial..., Retirement, Series 7, Retirement Planning, Series 63, Mutual Funds, Saving for Education, 401k Rollovers, Investment Strategies, Finance, Financial Services, Securities, Life Insurance
Education
California State University-Sacramento
Bachelor's Degree, Finance and Economics
Wells Fargo December 2012 - Present
Merrill Lynch 2010 - Present
Asset Commercial Credit 2009 - 2010
Lightspeed Capital 2008 - 2009
Wells Fargo 2001 - 2007
Education
California State University-Sacramento 1976 — 1978
BS, Business Administration
MVP/Secondary Direct Venture Fund September 2014 - Present
Third Seven Capital, LLC February 2014 - September 2014
William O'Neil + Co. Inc. August 2012 - February 2014
Morgan Stanley Smith Barney September 2011 - August 2012
Merrill Lynch June 2004 - August 2011
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Securities, Entrepreneurship, Series 7, Private Equity, Finance, Estate Planning, Asset Management, Equities, Retirement Planning, Equity Research, Investment Advisory, Strategic Planning, Customer Service, Institutional Sales, Institutional..., Hedge Funds, Investment Management, Fixed Income, Business Development, Asset Allocation, Capital Markets, Series 63, Investment Strategies, Asset Managment, Institutional Research, Institutional Investors, Venture Capital, Investment Banking, Alternative Investments, Valuation, Financial Planning
Education
New York University
BA, Politics
Harvard-Westlake School
Mirman School For Gifted Children
California State University-Los Angeles
MBA, Business, Economics, Management, Dean's List
JOERNS LLC September 2011 - Present
JOERNS LLC April 2010 - Present
ARES MANAGEMENT LLC June 2007 - January 2009
KARL STORZ ENDOSCOPY-AMERICA June 2006 - June 2007
MERRILL LYNCH August 2005 - December 2005
Skills
Cross-functional Team..., Process Improvement, Salesforce.com, Management, Account Management, Marketing Strategy, Negotiation, Medical Devices, Product Development, Strategic Planning, Sales Management, Risk Management, Microsoft Excel, Sales, Project Management, Financial Analysis, Financial Reporting, Customer Service, Contract Management, Pricing Analysis, Revenue Analysis, Forecasting, Project Coordination
Education
California State University-Northridge 2002 — 2006
Bachelor's Degree, FINANCE
Wescom Financial Services November 2000 - Present
Merrill Lynch September 1981 - September 1995
Skills
Asset Management, Alternative Investments, Equities, Series 7, Fixed Income, Investment Management, Financial Advisory, Securities, Financial Modeling, Retirement Planning
Education
California State University-Northridge
Master of Arts (MA)
University of California, Santa Barbara
Bachelor of Arts (BA), Psychology
Merrill Lynch December 2008 - Present
Citi Smith Barney October 1993 - December 2008
Skills
Wealth Management, Investment Advisory, Retirement, Retirement Planning, Securities, Finance, Financial Planning, Financial Services, Investment Strategies, Investments, Mutual Funds, Financial Advisory, Portfolio Management
Education
California State University-Northridge 1985 — 1990
Finance, Business Administration and Management, General
Self-employed 2006 - Present
Smith College 1999 - 2015
Merriam Webster 1998 - 1999
Merrill Lynch 1996 - 1998
The Merritt Group 1988 - 1996
Digital Equipment Corporation 1982 - 1988
Skills
Writing, Editing, Research, Public Speaking, Higher Education, Grant Writing, Teaching, Research Design, Community Outreach, Program Development, Newsletters, Grants, History, Creative Writing, Nonprofits, Qualitative Research, Fundraising
Education
California State University-Northridge 1980 — 1982
MA completed 1984, Human Factors/Applied Experimental Psychology
University of Delaware 1970 — 1974
BA, Psychology
Merrill Lynch
Skills
Wellness, Fitness, Nutrition, Personal Training, Fitness Training, Wellness Coaching, Holistic Health, Strength Training, Wellbeing, Nutritional Counseling, Healing, Lifestyle, Weight Training, Yoga, Therapeutic Massage, Functional Training, Sports Nutrition, Exercise Physiology, Weight, Relaxation
Education
California State University-Northridge 1984 — 1988
Bachelor's Degree, Accounting and Business/Management
Maheras Wealth Management, Inc. May 2009 - Present
Merrill Lynch July 2002 - May 2009
Morgan Stanley Smith Barney March 2000 - July 2002
Skills
Asset Allocation, Wealth Management, Investments, Financial Advisory, Investment Strategies, Wealth, Finance, Securities, Wealth Management..., Insurance, Trusts, Management, Personal Finance
Education
University of California, Davis 1994 — 1997
Master of Science, Microbiology
California State University-Sacramento 1990 — 1994
Masters, Microbiology
PennyMac September 2014 - Present
PennyMac July 2013 - August 2014
Merrill Lynch 2011 - 2013
The University Corporation at California State University, Northridge 2009 - 2011
Merrill Lynch June 2010 - August 2010
Skills
Finance, Portfolio Management, Asset Management, Risk Management, Credit, Financial Markets, Equities, Fixed Income, Investor Relations, Bloomberg, Business Development, Analysis
Education
California State University-Northridge
BA Economics; BS Business Administration
Simi Valley High School
TD Ameritrade March 2004 - Present
Merrill Lynch September 2000 - March 2004
Skills
Series 7, Series 66, Certified Financial..., Asset Allocation, Retirement Planning
Education
California State University-Northridge 1995 — 2000
Bachelor of Science (BS), Business
Unico Properties LLC December 2012 - Present
LTCFP May 2010 - May 2012
A squared Property, Inc January 2008 - March 2010
Merrill Lynch August 2006 - December 2006
Skills
Financial Reporting, Microsoft Excel, Accounts Receivable, Financial Analysis, Insurance, General Ledger, Account Reconciliation, Financial Accounting, Finance
Education
City University of Seattle 2011 — 2013
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
California State University-Northridge 2003 — 2008
B.S, Finance
CFA Institute
Merrill Lynch August 2006 - Present
First Allied Securities July 2005 - August 2006
LPL November 2004 - July 2005
Bear Stearns February 2001 - October 2004
Skills
Series 7, FINRA, Securities, Asset Management, Investments, Series 9, Series 3, Series 10, Series 24, Series 66, Series 63
Education
California State University-Northridge
Bachelors, Business Administration - Management
MetLife 2011 - 2012
Check Capital Management 2005 - 2009
Ryan Capital Management 1998 - 1999
William O'Neil + Co. 1993 - 1997
Merrill Lynch 1991 - 1993
Skills
Asset Managment, Investments, Hedge Funds, Trading, Series 7, Mutual Funds, Portfolio Management, Strategic Financial..., Institutional..., Fixed Income, Alternative Investments, Asset Allocation, Fund Of Funds, Financial Services, Asset Management, Financial Planning, Equities
Education
California State University-Northridge
B.A., Economics
University of California, Los Angeles
Professional Designation in Personal Financial Planning (PFP)
Merrill Lynch February 2008 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Retirement, Series 63, Investments, Strategic Financial..., Investment Advisory, Financial Analysis, Portfolio Management, Investment Strategies, Financial Modeling, 401k, Estate Planning, Credit, FINRA, Mortgage Lending, Finance, Insurance, Banking
Education
College for Financial Planning 2012 — 2012
Chartered Retirement Plans Specialist designation
TRAU in association with UCLA 2012 — 2012
Certified 401(k) Professional
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor designation
CSUN 2006 — 2007
Bachelor of Science (BS), Business Administration, Finance
College of the Canyons 2004 — 2005
Business Accounting
The Ezzell Group at HighTower May 2014 - Present
Merrill Lynch October 1999 - May 2014
Skills
High Net Worth..., Fiduciary Management, Strategic Financial..., Fiduciary Services, Portfolio Management, Portfolio Optimization, Equity Research, Investment Strategies, Wealth Preservation..., Asset Management, Options, Municipal Bonds, Retirement Plan..., Employee Benefits, Alternative Investments, Qualified Retirement..., 401k, Pensions, Retirement Planning, Retirement, Finance, Financial Advisory, Wealth Management
Education
California State University-Sacramento
Fidelity Investments April 2015 - Present
Merrill Lynch March 2010 - April 2015
Bank of America 2010 - August 2011
Skills
Series 7, Wealth Management, Portfolio Management, Banking, Loans, Uniform Combined State..., Credit, Credit Analysis, Investments, Mutual Funds, Mortgage Lending, Series 66, CRPS, Insurance Brokerage, Variable Life
Education
CSU Sacramento 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Merrill Lynch Financial AdvisorMerrill LynchNovember 2009 - April 2012
Education
California State University-Sacramento 1965 — 1967
Bachelor of Applied Science (B.A.Sc.), Economics
Penske Logistics January 2014 - Present
Asia Pulp & Paper March 2012 - January 2014
Innovex Home Products February 2009 - February 2012
BNP Paribas Fortis May 2008 - December 2008
IDS Real Estate Group April 2007 - March 2008
Merrill Lynch September 2006 - December 2006
US Bank January 2004 - July 2004
Skills
Microsoft Excel, PowerPoint, SAP, Microsoft Word, QuickBooks, Microsoft Access, Yardi, Hyperion HFM, Oracle Reports, AS400 Administration, Pricing, Accounts Payable, Banking, Accounts Receivable, Financial Analysis, Forecasting, Accounting, Account Reconciliation
Education
California State University-Los Angeles 2009 — 2011
Master degree of Business Administration, Finance, General
University of Southern California - Marshall School of Business 2004 — 2006
Bachelor of Arts (B.A.), Finance
Green River Community College 2002 — 2003
Associate degree, Business Administration
CTBC Bank April 2015 - Present
Merrill Lynch April 2006 - April 2015
Merrill Lynch 2006 - April 2015
Skills
Series 7, Retirement Planning, Retirement Income..., Asset Allocation, Comprehensive Wealth..., Saving for Education, Wealth Transfer, 529 Plans, Wealth Preservation..., Rollovers, Charitable Giving, 401k Rollovers, Investment Advisory, Separately Managed..., Wealth Accumulation, IRA's, Retirement, Wealth Management, Series 66, Roth IRA, Investment Strategies, Insurance Planning, Financial Advisory, 401k, Annuities, Retirement Solutions, Alternative Investments, Managed Accounts, Managed Money, ETFs, Trust Services, Wealth Management..., Uniform Combined State...
Education
California State University-Los Angeles 1993 — 1998
Bachelor of Business Administration (B.B.A.), International Business, 3.8
Next Level Advisors 2013 - Present
South Placer Wealth Management Group October 2010 - October 2013
Woodbury 2010 - 2011
Merrill Lynch June 2008 - June 2010
Edward Jones June 2005 - June 2008
Skills
Finance, Insurance, Microsoft Office, Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Financial Services, Asset Allocation, Fixed Annuities
Education
CSU Sacramento
Bachelor of Business Administration (B.B.A.)
CSU Sacramento
Master of Business Administration (M.B.A.)
Merrill Lynch December 2008 - Present
Skills
Series 7, Series 31, Series 66, CA Insurance License, Portfolio Management, Financial Advisory, Series 63, Retirement Planning, Asset Allocation, Series 65, Wealth Management, Mutual Funds, Alternative Investments, Retirement, Investment Advisory, Investment Strategies, Securities, Investments, Estate Planning, 401k, Fixed Annuities, Investment Management, Asset Management, IRAs, Equities, Bonds, Fixed Income, Financial Planning, Options, Hedge Funds, Financial Services, Life Insurance, Capital Markets, Finance, Insurance, Private Equity, Wealth Management..., ETFs, High Net Worth..., Risk Management, Valuation, Wealth Accumulation, Wealth, Banking, Private Banking, Variable Annuities, Financial Analysis, Due Diligence, Equity Trading, Trading
Education
The American College 2010 — 2014
ChFC - Chartered Financial Consultant, Finance and Financial Management Services
College for Financial Planning 2010 — 2011
CRPC - Chartered Retirement Planning Counselor, Finance and Financial Management Services
University of San Diego School of Law 1995 — 1996
Law
California State University-Sacramento 1992 — 1995
Bachelor of Arts (B.A.) with Honors., English Literature
Riddle Corp. Market AnalystPointe Marketing2008 - Present
Merrill Lynch June 2011 - August 2011
Education
California State University-Northridge 2008 — 2012
BS, Marketing, Finance, Real Estate
First Citizens Bank November 2011 - Present
Bank of the West September 2010 - November 2011
Wells Fargo Bank August 2005 - September 2010
Merrill Lynch May 2000 - August 2005
Wells Fargo Bank September 1994 - May 2000
Bank of America December 1990 - September 1994
Education
California State University-Sacramento 1985 — 1987
MBA, Finance
University of California, Berkeley 1979 — 1984
BA, Zoology
City National Bank March 2014 - Present
Banc of California August 2010 - March 2014
US Bank January 2007 - August 2010
Merrill Lynch April 2004 - January 2007
Skills
Commercial Lending, Middle Market, Loans, Commercial Banking, Lines Of Credit, Banking, Credit, Asset Based Lending, Treasury Management, Series 7, Cash Management, Credit Analysis, Commercial Mortgages, Portfolio Management, Series 63, Mortgage Lending, Financial Analysis, Loan Origination, Small Business Lending, Consumer Lending, Credit Risk, Private Banking, Treasury Services
Education
California State University-Northridge 1983 — 1989
Bachelor of Science, Business Administration-Finance
Merrill Lynch February 2014 - Present
Probst & Associates June 2001 - Present
Ameriprise Financial Services, Inc. October 2011 - February 2014
JPMorgan Chase November 2009 - October 2011
Morgan Stanley October 1992 - November 2009
Education
Wharton School of Business
Executive Education
California State University-Sacramento
Bachelor of Science, Business - Finance
California State University-Sacramento
Bachelor of Arts, Economics
Merrill Lynch January 2009 - June 2009
Arnold Palmers September 2006 - March 2009
Education
California State University-San Bernardino
Bachelor of Arts, Business Administration; Finance and Business Economics; Business Economics
Commonwealth Foreign Exchange April 2001 - Present
CIBC WORLD MARKETS CORP July 1998 - March 2001
Merrill Lynch January 1990 - June 1998
Skills
FX Options, Trading, Bloomberg, Portfolio Management, Options, Capital Markets, Fixed Income, Derivatives, Risk Management, Financial Modeling, Investments, Financial Markets, Currency, Financial Analysis, Financial Risk, Foreign Exchange, Equity Derivatives
Education
California State University-Sacramento 1985 — 1989
Bachelor's Degree
U.S. Census Bureau May 2014 - Present
United States Census Bureau October 2009 - May 2014
Merrill Lynch June 2008 - June 2009
Skills
Data Analysis, Budget Reconciliation, Financial Reporting, Analysis, Budget Process, Microsoft Excel, Analytics, Budgets, Public Speaking, Access, Budget Monitoring, Databases, Oracle Applications, Smartview, Ad Hoc Reporting, Essbase, Federal Budget, SAS, International Trade, Economic Indicators, Basic HTML
Education
California State University-Northridge
Bachelor of Science, Business Administration
George Mason University
Bachelor's degree, Economics, Mathematics
Everything Weapons October 2012 - Present
Merrill Lynch September 2001 - November 2007
Skills
Employee Stock Options, Portfolio Management, Series 7, Wealth Management, Investments, Mutual Funds, Series 63
Education
California State University-Northridge 1989 — 1991
Bachelor's degree, Communications
Deloitte & Touche January 2001 - Present
Merrill Lynch 2000 - 2001
KeyBanc Capital Markets June 1998 - December 1999
Long Term Credit Bank of Japan 1992 - 1998
First Public Bank June 1985 - October 1992
Education
California State University-Los Angeles 1987 — 1992
Bachelor of Business Administration (BBA), Major in Finance, Minor in Economics
Titan Asset Management May 2012 - Present
Merrill Lynch January 2005 - March 2012
Charles Schwab April 2000 - December 2004
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Retirement, Mutual Funds, Estate Planning, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, Series 63, Asset Managment, Securities, IRAs, Insurance
Education
California State University-San Bernardino 1989 — 1992
Master of Business Administration (MBA), Finance
Wilshire Associates March 2013 - Present
Kayne Anderson Capital Advisors July 2011 - October 2012
Nuveen Investments October 2007 - July 2011
Nuveen Investments May 2006 - October 2007
Merrill Lynch February 2005 - September 2005
Skills
Marketing, Finance, Marketing Communications, Reports, Market Research, Pitch Books, Sales Analysis, Microsoft Excel, PowerPoint, Photoshop, InDesign, Fact Sheets, Illustrator, Graphic Design, Performance Measurement, Calculations, Graphics, Designs, FactSet, FIN software, Bilingual Proficiency, Cash Management, Mutual Funds, Hedge Funds, Financial Analysis, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Equities, Securities, Investments, Bloomberg
Education
California State University-Los Angeles 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch January 2015 - Present
BDO Commercial Lender 2012 - 2013
US Safety & Supply Co 2010 - 2012
National Bank of California 2005 - 2006
HSBC 2004 - 2005
Sy, Lee and Chen, LLP 1986 - 2003
Skills
Cash Management, Finance, Mezzanine, Commercial Lending, CMBS
Education
California State University-Los Angeles
Bachelor of Business Administration (B.B.A.), Accounting
MERRILL LYNCH September 2005 - Present
Skills
Series 7, Wealth Management, Microsoft Excel, Securities, Investments, Banking, Financial Analysis, Financial Advisory, Strategic Financial..., Fixed Income, Asset Management, Mutual Funds, Retirement Planning, Equities, Investment Advisory
Education
California State University-Northridge
Bachelor of Science (B.S.), Marketing
Wells Fargo Advisors 2005 - 2010
Federal Reserve Bank of Richmond 1995 - 2004
Merrill Lynch 1993 - 1995
Federal Reserve Bank of San Francisco 1974 - 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Pacific Coast Banking School at the University of Washington 1984 — 1986
Graduate, Commercial Banking
California State University-Northridge 1967 — 1970
Bachelor of Arts (B.A.), Geography
Major Wire House June 2009 - Present
A.G. Edwards September 2005 - June 2009
Wachovia Securities February 2002 - September 2005
Merrill Lynch March 1994 - February 2002
Education
California State University-Sacramento
Bachelor of Arts (BA), French Language and Literature
University of California, Davis