Mosaic Financial Partners
Industry: Company
DescriptionFounded: 1987 Subsidiary: Mosaic Financial Partners, Inc, Asset Management Arm
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Mosaic Financial Partners Employees
Employee
Years
Job
Industry
Rahel Smith Rahel Smith's Mosaic Financial Partners Experience 2003 - 2004
Job Finance and Human Resources Professional
Industry Nonprofit Organization Management
Experience
Non-profits and small businesses September 2011 - Present
Kevah September 2011 - Present
Three Stone Hearth November 2011 - March 2014
Youth Justice Institute July 2011 - August 2012
Paradigm Healthcare Services July 2004 - March 2011
Mosaic Financial Partners 2003 - 2004
East Bay Agency for Children 2001 - 2002
Document Solutions, Inc. 1996 - 2001
Skills
Non-profits, Human Resources, Public Speaking, Strategic Planning
Education
Oberlin College 1992 — 1996
B.A., Environmental Studies; Judaic and Near Eastern Studies; Women's Studies
Non-profits and small businesses September 2011 - Present
Kevah September 2011 - Present
Three Stone Hearth November 2011 - March 2014
Youth Justice Institute July 2011 - August 2012
Paradigm Healthcare Services July 2004 - March 2011
Mosaic Financial Partners 2003 - 2004
East Bay Agency for Children 2001 - 2002
Document Solutions, Inc. 1996 - 2001
Skills
Non-profits, Human Resources, Public Speaking, Strategic Planning
Education
Oberlin College 1992 — 1996
B.A., Environmental Studies; Judaic and Near Eastern Studies; Women's Studies
Alicia Gunther's Mosaic Financial Partners Experience November 2010 - September 2011
Job Master of Accounting Program Assistant at University of Oregon
Industry Higher Education
Experience
University of Oregon September 2014 - June 2015
DeSilva Gates Construction June 2014 - September 2014
Lundquist College of Business, University of Oregon June 2012 - June 2014
Mosaic Financial Partners November 2010 - September 2011
Dogtopia December 2009 - September 2010
Skills
Microsoft Office, Customer Service, Program Management, Event Planning, Intelliworks CRM, Blackboard Teacher..., Clerical Skills, Accounting, Tax, Recruiting, Student Engagement, Student Recruiting
Education
University of Oregon - Charles H. Lundquist College of Business 2014 — 2015
Master's Degree, Accounting
University of Oregon 2011 — 2014
Bachelor of Science (B.S.), Political Science and Government
San Francisco State University 2009 — 2011
University of Oregon September 2014 - June 2015
DeSilva Gates Construction June 2014 - September 2014
Lundquist College of Business, University of Oregon June 2012 - June 2014
Mosaic Financial Partners November 2010 - September 2011
Dogtopia December 2009 - September 2010
Skills
Microsoft Office, Customer Service, Program Management, Event Planning, Intelliworks CRM, Blackboard Teacher..., Clerical Skills, Accounting, Tax, Recruiting, Student Engagement, Student Recruiting
Education
University of Oregon - Charles H. Lundquist College of Business 2014 — 2015
Master's Degree, Accounting
University of Oregon 2011 — 2014
Bachelor of Science (B.S.), Political Science and Government
San Francisco State University 2009 — 2011
Shanshan Wen Shanshan Wen's Mosaic Financial Partners Experience January 2015 - April 2015
Job
Industry Financial Services
Experience
Mosaic Financial Partners January 2015 - April 2015
UC Berkeley September 2014 - December 2014
China Merchants Securities Co., Ltd. July 2013 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Photoshop, Management, English, Financial Analysis, Market Research
Education
Rutgers Business School 2015 — 2016
Master's degree, Banking, Corporate, Finance, and Securities Law
University of California, Berkeley, Haas School of Business 2015 — 2015
Banking, Corporate, Finance, and Securities Law
University of Jimei China 2009 — 2013
Bachelor's degree, Finance, General
Mosaic Financial Partners January 2015 - April 2015
UC Berkeley September 2014 - December 2014
China Merchants Securities Co., Ltd. July 2013 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Photoshop, Management, English, Financial Analysis, Market Research
Education
Rutgers Business School 2015 — 2016
Master's degree, Banking, Corporate, Finance, and Securities Law
University of California, Berkeley, Haas School of Business 2015 — 2015
Banking, Corporate, Finance, and Securities Law
University of Jimei China 2009 — 2013
Bachelor's degree, Finance, General
Chris Vind Chris Vind's Mosaic Financial Partners Experience May 2010 - September 2012
Job Corporate Finance Associate at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank July 2014 - Present
US Capital Partners September 2012 - July 2014
Mosaic Financial Partners May 2010 - September 2012
Skills
Asset Allocation, Portfolio Management, Financial Modeling, Relationship Management, Business Development, Cash Flow Forecasting, Valuation, Mergers, Asset Based Finance, Growth Capital, Financial Analysis, Due Diligence, Underwriting, Corporate Finance, Private Equity, Investment Management, Investment Strategies, Investment Advisory, Performance Reporting, Security Analysis, Sale-Leaseback, Bridge Loans, Term Loan, Revolving Lines of..., Mergers & Acquisitions, Strategy
Education
Santa Clara University 2007 — 2010
Bachelor of Science (BS), Finance, General
Silicon Valley Bank July 2014 - Present
US Capital Partners September 2012 - July 2014
Mosaic Financial Partners May 2010 - September 2012
Skills
Asset Allocation, Portfolio Management, Financial Modeling, Relationship Management, Business Development, Cash Flow Forecasting, Valuation, Mergers, Asset Based Finance, Growth Capital, Financial Analysis, Due Diligence, Underwriting, Corporate Finance, Private Equity, Investment Management, Investment Strategies, Investment Advisory, Performance Reporting, Security Analysis, Sale-Leaseback, Bridge Loans, Term Loan, Revolving Lines of..., Mergers & Acquisitions, Strategy
Education
Santa Clara University 2007 — 2010
Bachelor of Science (BS), Finance, General
Leslie Van Zee's Mosaic Financial Partners Experience May 2013 - Present
Job Marketing & Communications Manager at Mosaic Financial Partners
Industry Marketing and Advertising
Experience
Mosaic Financial Partners May 2013 - Present
Vantage Local May 2012 - May 2013
UControl Media February 2012 - May 2012
Kajan Padraig October 2011 - March 2012
Mercer Investment Consulting January 2011 - February 2012
Vanguard September 2009 - December 2010
The Vanguard Group July 2004 - June 2010
KBAQ Production Studio October 1999 - October 2007
Blacksmith and the Carpenter 2007 - 2007
Music Celebrations International June 2001 - June 2004
Skills
Financial Modeling, Entrepreneurship, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Market Research, Product Management, Business Strategy, Analytics, Product Marketing, Marketing Strategy, Market Analysis, Business Development, Sales, Customer Insight, Marketing Research, Cross-functional Team..., Business Model..., Marketing Communications, Content Marketing, Display Advertising, Strategy, Online Advertising, Marketing, Management, Digital Marketing, Leadership, Analysis, Social Media Marketing, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
Arizona State University 1998 — 2001
Masters
University of Arizona 1993 — 1998
Bachelors
Cortez High School 1989 — 1993
Mosaic Financial Partners May 2013 - Present
Vantage Local May 2012 - May 2013
UControl Media February 2012 - May 2012
Kajan Padraig October 2011 - March 2012
Mercer Investment Consulting January 2011 - February 2012
Vanguard September 2009 - December 2010
The Vanguard Group July 2004 - June 2010
KBAQ Production Studio October 1999 - October 2007
Blacksmith and the Carpenter 2007 - 2007
Music Celebrations International June 2001 - June 2004
Skills
Financial Modeling, Entrepreneurship, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Market Research, Product Management, Business Strategy, Analytics, Product Marketing, Marketing Strategy, Market Analysis, Business Development, Sales, Customer Insight, Marketing Research, Cross-functional Team..., Business Model..., Marketing Communications, Content Marketing, Display Advertising, Strategy, Online Advertising, Marketing, Management, Digital Marketing, Leadership, Analysis, Social Media Marketing, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
Arizona State University 1998 — 2001
Masters
University of Arizona 1993 — 1998
Bachelors
Cortez High School 1989 — 1993
Megan Terzian Megan Terzian's Mosaic Financial Partners Experience January 2015 - Present
Job Associate Financial Planner at Mosaic Financial Partners
Industry Financial Services
Experience
Mosaic Financial Partners January 2015 - Present
Mosaic Financial Partners April 2013 - Present
Mosaic Financial Partners October 2012 - March 2013
Physicians Imaging, LP April 2011 - October 2012
J.Crew October 2008 - April 2011
United Security Bank May 2009 - January 2010
Skills
Marketing, Social Media Marketing, Fundraising, Building Relationships, Time Management, Long-term Customer..., Solid computer skills, Website Development, Marketing Material..., Educational Materials, Collaborative Style, Multi-channel Marketing, Efficiency, Team-oriented
Education
University of California, Berkeley 2014 — 2015
Certificate, Personal Financial Planning
California State University, Fresno 2008 — 2010
Business Administration, Marketing
Culinary Institute of America 2006 — 2007
Culinary Arts
Mosaic Financial Partners January 2015 - Present
Mosaic Financial Partners April 2013 - Present
Mosaic Financial Partners October 2012 - March 2013
Physicians Imaging, LP April 2011 - October 2012
J.Crew October 2008 - April 2011
United Security Bank May 2009 - January 2010
Skills
Marketing, Social Media Marketing, Fundraising, Building Relationships, Time Management, Long-term Customer..., Solid computer skills, Website Development, Marketing Material..., Educational Materials, Collaborative Style, Multi-channel Marketing, Efficiency, Team-oriented
Education
University of California, Berkeley 2014 — 2015
Certificate, Personal Financial Planning
California State University, Fresno 2008 — 2010
Business Administration, Marketing
Culinary Institute of America 2006 — 2007
Culinary Arts
Elka N. Weber Elka N. Weber's Mosaic Financial Partners Experience December 2014 - Present
Job Administrative Assistance
Industry Arts and Crafts
Experience
Mosaic Financial Partners December 2014 - Present
American Zoetrope April 2014 - Present
Fairy Tale Review February 2014 - Present
Freelance July 2013 - January 2015
City of Oakland March 2006 - July 2013
Weiss Associates October 2012 - March 2013
San Francisco Center for the Book May 2012 - September 2012
San Francisco Museum of Modern Art September 2009 - March 2012
Institute for Public Accuracy June 2008 - August 2008
826 Valencia September 2005 - January 2006
Skills
Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, InDesign, Illustrator, Photoshop, Database Administration, Communicaitons, Marketing Communications, Administrative Work, Product Demonstration, book mending, Print Publication Design, Blogging, Editing, Copy Editing, Research, Community Outreach, Grant Writing, WordPress, Adobe Creative Suite, Databases, Event Planning, Museums, Cataloging, Photography, Editorial, Library, Public Relations, Graphic Design, Publishing, Publications, Event Management
Education
Mills College 2004 — 2010
Master of Fine Arts (MFA), Creative Writing
Mills College 1999 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters, minor in Book Art
Mosaic Financial Partners December 2014 - Present
American Zoetrope April 2014 - Present
Fairy Tale Review February 2014 - Present
Freelance July 2013 - January 2015
City of Oakland March 2006 - July 2013
Weiss Associates October 2012 - March 2013
San Francisco Center for the Book May 2012 - September 2012
San Francisco Museum of Modern Art September 2009 - March 2012
Institute for Public Accuracy June 2008 - August 2008
826 Valencia September 2005 - January 2006
Skills
Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, InDesign, Illustrator, Photoshop, Database Administration, Communicaitons, Marketing Communications, Administrative Work, Product Demonstration, book mending, Print Publication Design, Blogging, Editing, Copy Editing, Research, Community Outreach, Grant Writing, WordPress, Adobe Creative Suite, Databases, Event Planning, Museums, Cataloging, Photography, Editorial, Library, Public Relations, Graphic Design, Publishing, Publications, Event Management
Education
Mills College 2004 — 2010
Master of Fine Arts (MFA), Creative Writing
Mills College 1999 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters, minor in Book Art
Steve Branton's Mosaic Financial Partners Experience September 2011 - Present
Job Senior Financial Planner at Mosaic Financial Partners
Industry Financial Services
Experience
Mosaic Financial Partners September 2011 - Present
Hilltop Advisors LLC January 2010 - September 2011
Hilltop Advisors LLC January 2008 - December 2009
Skills
Strategic Financial..., Junxure, Morningstar, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Investment Management, Retirement, Investment Advisory, Personal Finance, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Estate Planning, IRAs, Personal Financial..., Holistic Financial..., Asset Management, Goal Setting, LGBT community, Saving for Education, Investment Portfolio..., College Education..., Revocable Trusts, Gifting Strategies, Long Term Care Insurance, 401k, Survivor Income, Financial Planners, Finance, High Net Worth..., Wealth, LGBT Community, Financial Planning
Education
Tulane University 1992 — 1996
Bachelor of Arts
Southern Methodist University 2006 — 2007
Certificate in Financial Planning
Mosaic Financial Partners September 2011 - Present
Hilltop Advisors LLC January 2010 - September 2011
Hilltop Advisors LLC January 2008 - December 2009
Skills
Strategic Financial..., Junxure, Morningstar, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Investment Management, Retirement, Investment Advisory, Personal Finance, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Estate Planning, IRAs, Personal Financial..., Holistic Financial..., Asset Management, Goal Setting, LGBT community, Saving for Education, Investment Portfolio..., College Education..., Revocable Trusts, Gifting Strategies, Long Term Care Insurance, 401k, Survivor Income, Financial Planners, Finance, High Net Worth..., Wealth, LGBT Community, Financial Planning
Education
Tulane University 1992 — 1996
Bachelor of Arts
Southern Methodist University 2006 — 2007
Certificate in Financial Planning
Kevin Gahagan, CFP® CIMA® Kevin Gahagan, CFP® CIMA®'s Mosaic Financial Partners Experience June 1998 - Present
Job Principal at Mosaic Financial Partners
Industry Financial Services
Experience
Mosaic Financial Partners June 1998 - Present
UC Berkeley Extension 2000 - 2005
Golden Gate Financial Associates 1995 - 1998
Wells Fargo 1983 - 1994
Wells Fargo 1974 - 1982
Skills
Wealth Management, Investments, Retirement Planning, Asset Allocation, Strategic Financial..., Portfolio Management, Financial Advisory, Investment Advisory, Estate Planning, Retirement, Investment Management, Investment Strategies, Financial Modeling, Personal Finance, Wealth, Financial Planning
Education
Saint Mary's College of California
Bachelor's degree, Business Administration and Management, General
Mosaic Financial Partners June 1998 - Present
UC Berkeley Extension 2000 - 2005
Golden Gate Financial Associates 1995 - 1998
Wells Fargo 1983 - 1994
Wells Fargo 1974 - 1982
Skills
Wealth Management, Investments, Retirement Planning, Asset Allocation, Strategic Financial..., Portfolio Management, Financial Advisory, Investment Advisory, Estate Planning, Retirement, Investment Management, Investment Strategies, Financial Modeling, Personal Finance, Wealth, Financial Planning
Education
Saint Mary's College of California
Bachelor's degree, Business Administration and Management, General
Carmen Gunther, CFA, CFP, RLP, CDFA Carmen Gunther, CFA, CFP, RLP, CDFA's Mosaic Financial Partners Experience October 2007 - October 2011
Job Financial Advisor, Relationship Builder, Revenue Generator
Industry Financial Services
Experience
Bloom Financial Solutions, LLC September 2012 - August 2013
Mosaic Financial Partners October 2007 - October 2011
Barclays Global Investors November 1999 - May 2006
BARRA Strategic Consulting Group February 1997 - August 1998
Liberty Investment Management November 1993 - February 1997
Fluor Corporation January 1992 - October 1993
Wilshire Associates August 1988 - December 1991
UCLA Central Ticket Office 1983 - 1985
Skills
Investment Management, Investment Strategies, Asset Allocation, Wealth, Investments, Asset Management, Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Financial Goals, Financial Advisory, Financial Services, Finance, Retirement, Strategic Planning, Strategic Financial..., Insurance, CRM, Tax, Financial Planners, Team Leadership, Certified Financial..., Certified Divorce..., Chartered Financial..., Life Transitions, Mediation, Life Coaching, Relationship Building, Consultative Selling
Education
University of California, Los Angeles 1983 — 1985
Bachelor of Arts, Economics/Accounting, GPA 3.6/4.0
Bloom Financial Solutions, LLC September 2012 - August 2013
Mosaic Financial Partners October 2007 - October 2011
Barclays Global Investors November 1999 - May 2006
BARRA Strategic Consulting Group February 1997 - August 1998
Liberty Investment Management November 1993 - February 1997
Fluor Corporation January 1992 - October 1993
Wilshire Associates August 1988 - December 1991
UCLA Central Ticket Office 1983 - 1985
Skills
Investment Management, Investment Strategies, Asset Allocation, Wealth, Investments, Asset Management, Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Financial Goals, Financial Advisory, Financial Services, Finance, Retirement, Strategic Planning, Strategic Financial..., Insurance, CRM, Tax, Financial Planners, Team Leadership, Certified Financial..., Certified Divorce..., Chartered Financial..., Life Transitions, Mediation, Life Coaching, Relationship Building, Consultative Selling
Education
University of California, Los Angeles 1983 — 1985
Bachelor of Arts, Economics/Accounting, GPA 3.6/4.0
David Cowles David Cowles's Mosaic Financial Partners Experience 1999 - Present
Job Director of Investments at Mosaic Financial Partners
Industry Financial Services
Experience
Mosaic Financial Partners 1999 - Present
Harris Digital Telephone Systems 1995 - 1999
Creative Marketing Incentives 1991 - 1995
PacTel Products 1988 - 1991
Coopers & Lybrand 1976 - 1988
Skills
Portfolio Management, ETFs, Asset Allocation, Wealth Management, Financial Advisory
Education
Golden Gate University
MS Finance, Financial Planning
California State University-Chico 1972 — 1976
BS Business Administration, Accounting
Mosaic Financial Partners 1999 - Present
Harris Digital Telephone Systems 1995 - 1999
Creative Marketing Incentives 1991 - 1995
PacTel Products 1988 - 1991
Coopers & Lybrand 1976 - 1988
Skills
Portfolio Management, ETFs, Asset Allocation, Wealth Management, Financial Advisory
Education
Golden Gate University
MS Finance, Financial Planning
California State University-Chico 1972 — 1976
BS Business Administration, Accounting
Eduard Renom Arboix's Mosaic Financial Partners Experience May 2015 - August 2015
Job Business Management | Financial Analysis | Investments | Consulting
Industry Security and Investigations
Experience
Mosaic Financial Partners May 2015 - August 2015
LC Good Life July 2012 - September 2013
Archikubik September 2010 - July 2011
Inmobiliaria de Levante September 2006 - July 2010
C.R.C. September 2004 - June 2005
Skills
3D Studio Max, SketchUp, AutoCAD, Photoshop, Illustrator, InDesign, Microsoft Office, Architecture, Urban Planning, Microsoft Excel, Sustainability, PowerPoint, Spanish, English, Administración y..., Arquitectura, Inglés, Management, Project Management, Finance, Financial Analysis
Education
University of California, Berkeley 2014 — 2015
Bussines and Finance trak
Universitat Internacional de Catalunya 2005 — 2012
Master of Architecture (M.Arch.), Architecture
Mosaic Financial Partners May 2015 - August 2015
LC Good Life July 2012 - September 2013
Archikubik September 2010 - July 2011
Inmobiliaria de Levante September 2006 - July 2010
C.R.C. September 2004 - June 2005
Skills
3D Studio Max, SketchUp, AutoCAD, Photoshop, Illustrator, InDesign, Microsoft Office, Architecture, Urban Planning, Microsoft Excel, Sustainability, PowerPoint, Spanish, English, Administración y..., Arquitectura, Inglés, Management, Project Management, Finance, Financial Analysis
Education
University of California, Berkeley 2014 — 2015
Bussines and Finance trak
Universitat Internacional de Catalunya 2005 — 2012
Master of Architecture (M.Arch.), Architecture
Jerry, Sih-Han Chen Jerry, Sih-Han Chen's Mosaic Financial Partners Experience 2015 - 2015
Job Seeking for internship│Marketing research│Project management
Industry Market Research
Experience
Mosaic Financial Partners 2015 - 2015
Education
University of Warwick 2012 — 2014
Diploma, Project Management
National Taiwan University of Science and Technology 2008 — 2011
Bachelor’s Degree, Business Administration and Management, General
Mosaic Financial Partners 2015 - 2015
Education
University of Warwick 2012 — 2014
Diploma, Project Management
National Taiwan University of Science and Technology 2008 — 2011
Bachelor’s Degree, Business Administration and Management, General
Sabrina Lowell's Mosaic Financial Partners Experience 2002 - Present
Job Advisor & Chief Operating Officer at Mosaic Financial Partners
Industry Financial Services
Experience
Mosaic Financial Partners 2002 - Present
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Retirement, Asset Allocation, Investments, Investment Management, Personal Finance, Portfolio Management, Wealth, ETFs, Investment Strategies, Financial Planners, Estate Planning, Wealth Management..., Financial Goals, IRAs, Mutual Funds, Personal Financial..., Insurance, 401k, Certified Financial..., Securities, Series 7, Wealth Accumulation, High Net Worth...
Education
University of California, Berkeley 2002 — 2004
Certificate, Personal Financial Planning
Principia College 1998 — 2002
BA, Business Administration
Mosaic Financial Partners 2002 - Present
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Retirement, Asset Allocation, Investments, Investment Management, Personal Finance, Portfolio Management, Wealth, ETFs, Investment Strategies, Financial Planners, Estate Planning, Wealth Management..., Financial Goals, IRAs, Mutual Funds, Personal Financial..., Insurance, 401k, Certified Financial..., Securities, Series 7, Wealth Accumulation, High Net Worth...
Education
University of California, Berkeley 2002 — 2004
Certificate, Personal Financial Planning
Principia College 1998 — 2002
BA, Business Administration
Andrew Boone, CFA Andrew Boone, CFA's Mosaic Financial Partners Experience 2007 - 2010
Job Associate, Internet Equity Research at JMP Securities
Industry Financial Services
Experience
JMP Group November 2013 - Present
Grant Thornton LLP September 2012 - September 2013
MBA Investment Fund, LLC April 2011 - March 2012
Nomura June 2011 - July 2011
Mosaic Financial Partners 2007 - 2010
Skills
Investment Management, Financial Analysis, Financial Modeling, Valuation, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
University of Southern California
BA, Economics
JMP Group November 2013 - Present
Grant Thornton LLP September 2012 - September 2013
MBA Investment Fund, LLC April 2011 - March 2012
Nomura June 2011 - July 2011
Mosaic Financial Partners 2007 - 2010
Skills
Investment Management, Financial Analysis, Financial Modeling, Valuation, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
University of Southern California
BA, Economics
Holly Gillian Kindel's Mosaic Financial Partners Experience February 2000 - Present
Job Wealth Manager, Educator and Change Agent
Industry Financial Services
Experience
Mosaic Financial Partners February 2000 - Present
Delphi Coaching LLC January 2007 - Present
Golden Gate University January 2006 - January 2012
Financial Planning Association January 2005 - July 2011
Skills
Public Speaking, Personal Finance, Retirement Planning, Wealth Management, Coaching, Teaching, Mentoring, Leadership Development, Risk Management, Strategic Financial..., Visionary Thinking, Experienced Change Agent, Financial Advisory, Estate Planning, Personal Financial..., Investment Advisory, Wealth, Leadership, Personal Development, Training, Financial Planning
Education
San Francisco State University 1990 — 1993
MA, Cinema Studies
Scripps College 1985 — 1989
Philosophy, Humanities Honors
Mosaic Financial Partners February 2000 - Present
Delphi Coaching LLC January 2007 - Present
Golden Gate University January 2006 - January 2012
Financial Planning Association January 2005 - July 2011
Skills
Public Speaking, Personal Finance, Retirement Planning, Wealth Management, Coaching, Teaching, Mentoring, Leadership Development, Risk Management, Strategic Financial..., Visionary Thinking, Experienced Change Agent, Financial Advisory, Estate Planning, Personal Financial..., Investment Advisory, Wealth, Leadership, Personal Development, Training, Financial Planning
Education
San Francisco State University 1990 — 1993
MA, Cinema Studies
Scripps College 1985 — 1989
Philosophy, Humanities Honors
Man Chiang's Mosaic Financial Partners Experience October 2012 - June 2013
Job Investment Analyst at Mosaic Financial Partners
Industry Financial Services
Experience
aspiriant June 2013 - August 2013
Mosaic Financial Partners October 2012 - June 2013
Verisight, Inc August 2008 - April 2012
PensionOne Advisors November 2007 - August 2008
Milliman February 2006 - February 2007
Longs Drugs 2005 - 2006
Skills
excel, powerpoint, Outlook, Microsoft Excel, Valuation, Risk Management, Access, Accounting, Banking, Data Analysis, Account Reconciliation, Financial Reporting, Microsoft Office, Financial Modeling, Customer Service, Microsoft Word, Lotus Notes, Analysis, Process Improvement
Education
San Jose State University 2001 — 2004
Bachelors of Science, Finance
San Jose State University
BS, Finance, General
aspiriant June 2013 - August 2013
Mosaic Financial Partners October 2012 - June 2013
Verisight, Inc August 2008 - April 2012
PensionOne Advisors November 2007 - August 2008
Milliman February 2006 - February 2007
Longs Drugs 2005 - 2006
Skills
excel, powerpoint, Outlook, Microsoft Excel, Valuation, Risk Management, Access, Accounting, Banking, Data Analysis, Account Reconciliation, Financial Reporting, Microsoft Office, Financial Modeling, Customer Service, Microsoft Word, Lotus Notes, Analysis, Process Improvement
Education
San Jose State University 2001 — 2004
Bachelors of Science, Finance
San Jose State University
BS, Finance, General
Drew Whitney's Mosaic Financial Partners Experience March 2009 - April 2009
Job Service Delivery Specialist at GreatWest Financial
Industry Financial Services
Experience
Empower Retirement April 2015 - Present
Great-West Financial September 2014 - July 2015
J.P. Morgan April 2013 - August 2014
J.P. Morgan April 2011 - April 2013
Huntington Learning Center August 2009 - December 2010
Mosaic Financial Partners March 2009 - April 2009
Skills
Series 6, Series 63, Customer Service, Microsoft Office, Investments, Economics, 401k, Public Speaking, Training, Leadership, Management, Research, Teaching, Marketing, Editing, Analysis, Nonprofits, Event Planning, Social Media
Education
Baker University 2014 — 2016
Master's Degree, Business Administration and Management, General
Principia College 2005 — 2009
Bachelor of Art, Economics
Empower Retirement April 2015 - Present
Great-West Financial September 2014 - July 2015
J.P. Morgan April 2013 - August 2014
J.P. Morgan April 2011 - April 2013
Huntington Learning Center August 2009 - December 2010
Mosaic Financial Partners March 2009 - April 2009
Skills
Series 6, Series 63, Customer Service, Microsoft Office, Investments, Economics, 401k, Public Speaking, Training, Leadership, Management, Research, Teaching, Marketing, Editing, Analysis, Nonprofits, Event Planning, Social Media
Education
Baker University 2014 — 2016
Master's Degree, Business Administration and Management, General
Principia College 2005 — 2009
Bachelor of Art, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY