Mission Wealth Management

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Mission Wealth Management Employees

Employee
Years
Job
Industry
Brad Stark Brad Stark Santa Barbara, California Area Details
Brad Stark's Mission Wealth Management Experience March 2000 - Present
Job CoFounder Mission Wealth Management, LLC
Industry Financial Services
Experience
Mission Wealth Management   March 2000 - Present
Cal State University CI Campus   2008 - June 2012
The Santa Barbara Daily Sound   2007 - 2012
John Hancock / Signator Financial   2002 - 2009

Education
College for Financial Planning
MS, Finance

University of California, Santa Barbara   1988 — 1992

Kieran Osborne, CFA Kieran Osborne, CFA Santa Barbara, California Details
Kieran Osborne, CFA's Mission Wealth Management Experience February 2013 - Present
Job Portfolio Manager at Mission Wealth Management
Industry Financial Services
Experience
Mission Wealth Management   February 2013 - Present
Merk Investments  2008 - February 2013
Brook Asset Management Limited   2006 - 2008
MCM Associates   2005 - 2006

Skills
Investments, Asset Managment, Equities, Alternative Investments, Portfolio Management, Equity Research, Fixed Income Portfolio..., Fixed Income Analysis, Equity Trading, International Research, FX trading, Macro Analysis, Global Macro, Commodity Markets, VBA, Portfolio Optimization, Mutual Funds, Investment Management, Asset Allocation, ETFs, Asset Management, Fixed Income

Education
University of Otago
Master of Business, Finance, 4.0

Maggie Hamilton Maggie Hamilton Sacramento, California Area Details
Maggie Hamilton's Mission Wealth Management Experience March 2013 - June 2013
Job Account Manager at Honey Agency
Industry Marketing and Advertising
Experience
Honey Agency  May 2015 - Present
Honey Agency  August 2014 - May 2015
Mission Wealth   July 2013 - July 2014
Mission Wealth Management   March 2013 - June 2013
Department of Communication at University of California, Santa Barbara   September 2012 - June 2013
Communication Association   June 2012 - June 2013
Disabled Students Program at University of California, Santa Barbara   March 2012 - June 2013
UCSB  October 2010 - March 2013
McCormack Sheep and Grain   July 2011 - January 2013

Skills
Research, Community Outreach, Public Speaking, Facebook, Event Planning, Public Relations, Photoshop, InDesign, Website Development, Social Networking, Editing, Social Media, Press Releases, Teaching, Blogging, Fundraising, PowerPoint, Marketing, Newsletters, Group Work, Graphic Design

Education
University of California, Santa Barbara   2009 — 2013
Bachelor of Arts (BA), Communication

Rory Macdonald Rory Macdonald Santa Barbara, California Area Details
Rory Macdonald's Mission Wealth Management Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Mission Wealth Management   2012 - Present

Education
UCSB   2010 — 2011
MA, Economics

UCSB   2006 — 2010
BA, Business Economics, minor Exercise and Health Science

Jenna (Carlock) Rogers, MS, CFP Jenna (Carlock) Rogers, MS, CFP Santa Barbara, California Area Details
Jenna (Carlock) Rogers, MS, CFP's Mission Wealth Management Experience May 2008 - Present
Job Client Advisor at Mission Wealth Management
Industry Financial Services
Experience
Mission Wealth Management   May 2008 - Present
First National Realty  January 2003 - May 2008

Skills
Wealth Management, Retirement Planning, Investment Advisory, Financial Planning, Estate Planning, Investments, Retirement, Portfolio Management, Wealth, Asset Management, Asset Allocation, Insurance, Series 7, Financial Advisory, Mutual Funds, Securities

Education
College for Financial Planning   2012 — 2014
Master of Science (M.S.), Financial Planning and Services

UCLA   2010 — 2011
Certified Financial Planning Certificate, Financial Planning and Services

College for Financial Planning   2010 — 2010
A.W.M.A, Personal Finance

College for Financial Planning   2009 — 2010
A.A.M.S, Personal Finance

CSU Channel Islands   2007 — 2009
Bachelors, Business Finance

Tricia Fahnoe Tricia Fahnoe Santa Barbara, California Details
Tricia Fahnoe's Mission Wealth Management Experience August 2011 - Present
Job Endowment Committe Member at CALM ( Child Abuse Listening Mediation )
Industry Investment Management
Experience
Scholarship Foundation of Santa Barbara   July 2013 - Present
CALM ( Child Abuse Listening Mediation )   July 2012 - Present
Mission Wealth Management   August 2011 - Present
Mercer Advisors  September 1997 - July 2011
Xelan   January 1996 - August 1997

Skills
Wealth Management, Business Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Asset Allocation, Mergers & Acquisitions, Investment Management, Investments, Alternative Investments, Financial Advisory, Asset Management, Strategy

Education
University of California, Los Angeles - The Anderson School of Management   2002 — 2005
Master of Business Administration, Finance

College for Financial Planning   1998 — 2001
Master of Science, Financial Planning

Northwestern University   1989 — 1993
Bachelor of Arts, Economics

Geoff Gaggs Geoff Gaggs Greater Los Angeles Area Details
Geoff Gaggs's Mission Wealth Management Experience 2008 - Present
Job Director of Client Relations at Mission Wealth Management
Industry Financial Services
Experience
Mission Wealth Management   2008 - Present
Mission Wealth Management   2004 - 2007
Mission Wealth Management   2000 - 2004
Mercer Global Advisors  1995 - 2000

Education
College for Financial Planning   2004 — 2006
MS, Financial Planning

College for Financial Planning   1997 — 1999
Certified Financial Planner (CFP) Prerequisites

California State University-Northridge   1991 — 1994
BS, Business - Finance

Marcie Lund Marcie Lund Santa Barbara, California Area Details
Marcie Lund's Mission Wealth Management Experience July 2010 - Present
Job Executive Assistant at Mission Wealth Management, LLC
Industry Marketing and Advertising
Experience
Mission Wealth Management   July 2010 - Present
Zipfizz Corporation  August 2009 - September 2009
Kirkpatrick Family Care   June 2000 - August 2009
Kelso High School  August 2006 - October 2008
Mint Valley Racquet & Fitness   June 2007 - February 2008
California Drug Testing Associates   August 2004 - June 2005
WSU Electron Microscopy Center   August 2001 - May 2002
ARS/USDA Soil Microbiology Lab   August 1999 - July 2001

Education
California Western School of Law   2003 — 2004
Law (emphasis in Health Law)

Washington State University   1998 — 2002
Bachelors, Microbiology

Portland State University
Non-Profit Development, Masters in Public Administration

Dannell Stuart Dannell Stuart Santa Barbara, California Area Details
Dannell Stuart's Mission Wealth Management Experience June 2010 - Present
Job Director of Business Development at Mission Wealth Management, LLC
Industry Financial Services
Experience
Mission Wealth Management   June 2010 - Present
AmeriFlex Financial Services   September 1996 - June 2010

Skills
Wealth Management, Estate Planning, Wealth, Retirement Planning, Investments, Retirement, Strategic Financial..., Portfolio Management, Insurance, Investment Advisory

Education
University of California, Santa Barbara   1992 — 1996
Bachelor of Arts, Communication Studies, Spanish

Corona del Mar High School   1987 — 1992

Brad Tisdale Brad Tisdale Santa Barbara, California Area Details
Brad Tisdale's Mission Wealth Management Experience September 2006 - May 2014
Job Principal Owner at Tisdale Insurance & Estate Services
Industry Insurance
Experience
Tisdale Insurance & Estate Services   June 2014 - Present
Mission Wealth Management   September 2006 - May 2014
LTC Generation Insurance Services, Inc   May 2003 - September 2006
Long Term Preferred Care  September 1995 - May 2003
UCSB Athletic Department   June 1987 - September 1995

Skills
Insurance, Disability Insurance, Life Insurance, Long Term Care Insurance, Wealth Management, Long-Term Care Annuities, Linked Benefit..., Estate Planning, Retirement Planning, Retirement, Employee Benefits, Investments, Strategic Financial..., Risk Management, Investment Advisory, Wealth, Financial Planners, Underwriting, Financial Advisory, Portfolio Management, Small Business, Fixed Annuities, Term Life Insurance, Critical Illness, 401k, Universal Life, IRAs, Insurance Brokerage, Public Speaking, Health Insurance, Whole Life, Brokers, Financial Planning

Education
University of California, Santa Barbara   1980 — 1985
Bachelor of Arts (BA), Political Science, Germanic Language and Literature

United States Sports Academy   1987 — 1990
MS, Sport Management, Athletic Admininstration

Chris Morales Chris Morales Santa Barbara, California Area Details
Chris Morales's Mission Wealth Management Experience 2006 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Montecito Bank & Trust  2008 - Present
Western Collegiate Model United Nations   2014 - 2015
UCSB AS Program Board Alumni  2013 - 2015
Dons Net Cafe   2007 - 2012
Mission Wealth Management   2006 - 2008

Skills
Financial Planning, Credit, Excel, Microsoft Office, PowerPoint, Outlook, Research, Wealth Management, Risk Management, Budgeting, Strategic Planning, Non-profits, Writing, Banking, Coaching, Teaching, Budgets, Strategic Financial..., Microsoft Excel, Investments, Fundraising, Portfolio Management, Retirement Planning, Leadership, Investment Advisory, Nonprofits, Mutual Funds, Loans, Finance, Credit Analysis, Public Speaking

Education
Cannon Financial Institute

Cannon Trust School

University of California, Santa Barbara   1985 — 1987
Bachelors, Political Science

UCSB Extension   2003 — 2005
Certificate, Professional Financial Planning

UCLA Extension   1988 — 1990
Certificate, Journalism

SBCC

Jordan Rigberg Jordan Rigberg San Jose, California Details
Jordan Rigberg's Mission Wealth Management Experience May 2011 - August 2011
Job Senior Associate Structured Finance at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank  September 2014 - Present
Bridge Bank  January 2014 - August 2014
Bridge Bank  June 2013 - January 2014
Bridge Bank  July 2012 - June 2013
Houwelings Tomatoes   January 2012 - May 2012
Boyce & Associates, Inc.   September 2011 - December 2011
Mission Wealth Management   May 2011 - August 2011

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Credit, Banking, Accounting, Financial Reporting, Credit Analysis, Pivot Tables, Financial Accounting, Commercial Banking, Commercial Lending, Underwriting, Analysis, Finance, Portfolio Management, Financial Modeling

Education
Santa Clara University - Leavey School of Business   2013 — 2016
Master of Business Administration (MBA)

California State University-Channel Islands   2008 — 2012
Bachelor of Science (BS), Bachelor of Art (BA), Business and Economics, 3.59