MullinTBG Company

Industry: Insurance company

Description

Headquarters: El Segundo, CA Founded: 2006 Parent organizations: MC Insurance Agency Services LLC, Subsidiary: Mullin TBG Advisory Services LLC

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MullinTBG Employees

Employee
Years
Job
Industry
Jody Arms Jody Arms Mundelein, Illinois Details
Jody Arms's MullinTBG Experience August 2007 - February 2009
Job Applications Support for Salesforce at Spectraforce Technologies Abbvie Applications Support – (Contract)
Industry Information Technology and Services
Experience
Spectraforce Technologies - Abbvie Applications Support – (Contract)   January 2015 - July 2015
MTM Technologies  September 2013 - May 2014
GTC Systems  August 2013 - August 2013
HealthCare-ID   January 2013 - July 2013
inVentiv Health  October 2011 - January 2013
inVentiv Health  October 2010 - January 2013
Apex Systems Inc  June 2009 - June 2010
MullinTBG   August 2007 - February 2009

Skills
Active Directory, Blackberry Enterprise..., Desktop Support, Citrix, Windows 7, Laptops, XP, Group Policy, Blackberry, Remote Support, ITIL, VNC, Windows, Hardware Support, VPN, Computer Hardware, Antivirus, Troubleshooting, Printers, Service Desk, HP, TCP/IP, Workstations, Windows XP Professional, Software Installation, Operating Systems, Remote Assistance, Hardware, Microsoft Office 2003, Lotus Notes, Firewalls, Sophos, Dameware, Printer Support, Norton Ghost, Symantec Antivirus, PC Anywhere, WSUS, Peripherals, Remote Access, Enterprise Vault, Microsoft Office 2007, Routers, Network Administration, Software Documentation, Personal Training, Team Building, Teamwork, Customer Satisfaction, Customer Support

Education
MicroTrain   2007 — 2007
Certificates, IT

College of Lake County   2006 — 2007
NA, Business Administration and Management, General, 4.0

College of Lake County   2003 — 2005
Cedits towards Asscociates Degree, Business Mgmt / IT, 4.0

LeeAnn Swider LeeAnn Swider Elmhurst, Illinois Details
LeeAnn Swider's MullinTBG Experience Vice PresidentMullinTBG, a Prudential Financial companyDecember 2000 - Present
Job Vice President at MullinTBG, a Prudential Financial company
Industry Financial Services
Experience
MullinTBG   Vice PresidentMullinTBG, a Prudential Financial companyDecember 2000 - Present

Skills
Insurance, Financial Services, Retirement, 401k, Retirement Planning, Employee Benefits

Education
University of Illinois at Chicago

Kevin Bachler Kevin Bachler Greater Chicago Area Details
Kevin Bachler's MullinTBG Experience February 1988 - December 2012
Job Vice President at The Newport Group
Industry Financial Services
Experience
The Newport Group  February 2013 - Present
Caveman Chess   January 1976 - Present
Green Bay Packers  2011 - Present
MullinTBG   February 1988 - December 2012
Maine South High School  2001 - 2008
Shimer College  1988 - 1990
A. S. Hansen   February 1981 - September 1986

Skills
Nonqualified Plan Design, Deferred Compensation, Executive Compensation, Employee Benefits, Retirement, Executive Pay, Defined Benefit, USCF National Master, Program Management, Series 63, Human Resources, Analysis, 401k, Financial Analysis, Fixed Annuities, Mutual Funds, Investments, Compensation & Benefit, Disability Insurance, Long-term Care, Strategy, Coaching, Management, Benefits Administration, Financial Services, Finance, Retirement Planning, Mergers, Wealth Management, Insurance, Health Insurance, Asset Allocation, Strategic Financial..., Pensions, Series 6, Securities, ERISA, Asset Management, Series 7, Life Insurance, Executive Disability..., FIDE Master, USCF Professional Chess..., FIDE Trainer

Education
Shimer College   1986 — 1987
B.S, Natural Sciences (Mathematics)

Northwestern University   1984 — 1985
None, Mathematics

Lake Forest College   1979 — 1981
None, Mathematics

College of Lake County   1975 — 1981
None, Mathematics

Zion Benton Township High School

Charles Clemens Charles Clemens Greater Los Angeles Area Details
Charles Clemens's MullinTBG Experience May 2011 - April 2012
Job Project Management | Business Analyst | Expertise in Organizational Change || Open to New Opportunities
Industry Financial Services
Experience
Carrington Mortgage Services, Mortgage Servicing Division  July 2014 - Present
Leaders in Project Management, Integration & UAT in the Greater Los Angeles Area   2013 - Present
LA Care Health Plan  April 2014 - May 2014
Bank of America  July 2012 - March 2013
MullinTBG   May 2011 - April 2012
STILLEN, Steve Millen Sportparts Inc.   April 2006 - May 2011
Ameriquest Mortgage  July 2003 - January 2006
Gaffoglio Family Metalcrafters  July 2000 - January 2003

Skills
Quality Management, Quality Assurance, Project Management, Vendor Management, Testing, User Acceptance Testing, Market Research, Budgets, MS Project, Auditing, Root Cause Analysis, Customer Service..., Regulatory Requirements, Continuous Improvement, Technical Writing, Program Implementation, Test Scripts, Corrective Actions, Legal Research, Bankruptcy, Compliance, QS9000, ISO9001 Auditor, Automotive Aftermarket, Automotive Manufacturing, Industrial Safety, Occupational Health, Environmental Compliance, Contract Management, Project Estimation, Project Research, Problem Solving, Organizational..., Policies and Procedures, MS Office, CAD, Microsoft SQL Server, Nexus Lexus, Technical Support, Contract Review, AS400 system, Visio, PowerPoint, Primavera, MS Access, 21CFR1910, Process Improvement, Redundancy Management, Black Box Testing, ERP Implementations

Education
Everest University-Brandon   2010 — 2013
Bachelor of Science (BS), Business Management, With Honors: Summa Cum Laude

Timothy Biglow Timothy Biglow Greater Los Angeles Area Details
Timothy Biglow's MullinTBG Experience September 2013 - Present
Job Benefits Administrator at MullinTBG
Industry Financial Services
Experience
MullinTBG   September 2013 - Present
Biglow Construction   January 2012 - Present
Aries Management Inc.   August 2012 - June 2013

Skills
Project Management, Business Analysis, Program Management, Customer Service, Management, PowerPoint, Public Speaking, Microsoft Word

Education
California Polytechnic State University-San Luis Obispo   2007 — 2011
Bachelor of Science (B.S.), Business Administration

Jason Hanwick Jason Hanwick Greater New York City Area Details
Jason Hanwick's MullinTBG Experience January 2006 - June 2011
Job Benefits Associate HR at Lazard
Industry Investment Banking
Experience
Lazard  October 2011 - Present
MullinTBG   January 2006 - June 2011
MullinTBG   January 2006 - June 2011
CDL Contracting   May 2003 - September 2005

Skills
Executive Pay, ERISA, PeopleSoft, HRIS, Analysis, Retirement, Employee Benefits, Deferred Compensation, 401k, FMLA, COBRA, Benefits Administration, Microsoft Excel, Pensions, Health Insurance, Auditing, Employee Relations, Open Enrollment, Flexible Spending..., Non-Qualified Deferred..., Benefits Design, Insurance, Ben Admin, Management, Human Resources, Mutual Funds, Training

Education
State University of New York College at Oneonta
Bachelors, History

Suffolk County Community College
A.A.S, Liberal Arts

Arndt Jones Arndt Jones Greater Los Angeles Area Details
Arndt Jones's MullinTBG Experience January 1998 - April 2005
Job Sr. Financial Analyst at Pardee Homes
Industry Real Estate
Experience
Pardee Homes  September 2007 - Present
WellPoint  August 2006 - December 2006
Mezrah Consulting  January 2006 - July 2006
MullinTBG   January 1998 - April 2005
Mercer  January 1997 - December 1997
Wilshire Associates  August 1995 - December 1996
Watson Wyatt Worldwide  April 1994 - December 1994

Skills
Finance, Budgets, Financial Modeling, Microsoft Excel, VBA, Access, Essbase, Financial Analysis, Process Improvement, Negotiation, Due Diligence, Sales, Payroll, Team Building, Management, Real Estate, Analysis, Contract Management, Cross-functional Team..., Leadership

Education
Portland State University   1991 — 1993
MBA, Business Administration, 3.5

Rheinisch-Westfälische Technische Hochschule Aachen   1983 — 1990
Master of Science (MS), Major: pure mathematics emphasizing topological vector spaces. Minor: computer science, 3.7

Matthew Lormand Matthew Lormand Greater Los Angeles Area Details
Matthew Lormand's MullinTBG Experience July 2013 - July 2014
Job Experienced Associate Oracle eBS Finance at PwC
Industry Financial Services
Experience
PwC  July 2014 - Present
MullinTBG   July 2013 - July 2014
Searchlight Financial   November 2012 - June 2013
Special Counsel  July 2012 - September 2012
Flatiron internal medicine   August 2011 - April 2012
GlobeImmune   June 2010 - January 2011
Parsons  May 2009 - September 2009
Lewis & Clark College  September 2006 - May 2008

Skills
Spanish, Microsoft Excel, Italian, Chemistry, Mathematics, Microsoft Office, Microsoft Word, Program Management, Budgets, Higher Education, Financial Analysis, Languages, Economics, Analytics, Statistics, Outlook, Research, Quality Assurance, Critical Thinking, Process Improvement, Leadership, PowerPoint

Education
University of Colorado at Boulder   2010 — 2012
Chemistry, Italian, Economics

Lewis and Clark College   2006 — 2009
Economics, Chemistry

Brian Bitner Brian Bitner Greater Los Angeles Area Details
Brian Bitner's MullinTBG Experience 2006 - 2012
Job Website Manager at Lighting Star
Industry Entertainment
Experience
Lighting Star   September 2013 - Present
MullinTBG   2006 - 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Management

Education
Temple University   2000 — 2004
Bachelor of Arts (B.A.), Theatre/Theater

Temple University   2000 — 2004
Bachelor's Degree in Communications & Theater

Felicia Smith Felicia Smith Greater Los Angeles Area Details
Felicia Smith's MullinTBG Experience April 2008 - July 2012
Job Non Qualified Benefits Consultant at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement  2014 - Present
Paradigm Design Solutions, Inc.   2012 - Present
J.P. Morgan   2013 - September 2014
MullinTBG   April 2008 - July 2012
MullinTBG   June 2006 - April 2008
TBG Financial  November 2002 - June 2006
TBG Financial  January 2001 - November 2002
TBG Financial  March 2000 - January 2001
UCLA  June 1996 - March 2000

Skills
Client Services, Operations Management, Deferred Compensation, Retirement Solutions, Business Continuity, Staff Management, SAS70, Salesforce.com, Financial Services, Retirement, Budgets, CRM, Investments, Management, Customer Service, Process Improvement

Education
University of California, Los Angeles   1992 — 1996
Bachelor of Arts (B.A.), Sociology

Angela Wilson-Mendrek Angela Wilson-Mendrek Greater Los Angeles Area Details
Angela Wilson-Mendrek's MullinTBG Experience November 2013 - August 2014
Job Loan Funder at Velocity Commercial Capital, LLC
Industry Financial Services
Experience
Velocity Commercial Capital  April 2015 - Present
MullinTBG   November 2013 - August 2014
JPMorgan Chase  May 2009 - November 2013
Peter C. Foy & Associates   June 2007 - February 2009
Decision One Mortgage  July 2005 - March 2007

Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, Underwriting, Credit Analysis, Consumer Lending, Banking, Refinance, Residential Mortgages, FHA, Retail Banking, Financial Services, Portfolio Management, VA loans, Finance, USDA

Education
San Diego State University-California State University   2000 — 2001

Moorpark College

Kristina Ramos Tioseco Kristina Ramos Tioseco Washington D.C. Metro Area Details
Kristina Ramos Tioseco's MullinTBG Experience February 2006 - August 2007
Job Director, Sales Ops Change and Project Management at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide  May 2014 - Present
IBM  August 2009 - May 2014
Deutsche Post World Net  May 2008 - August 2008
MullinTBG   February 2006 - August 2007
Northwestern Mutual  July 2004 - November 2005
Smith Barney  September 2003 - December 2003

Skills
Strategic Consulting, Organizational..., Organizational..., Strategic Communications, Large System..., Financial Analysis, Strategic Planning, Strategic Financial..., Workshop Facilitation, Public Sector Consulting, Logistics, Banking, Financial Modeling, Change Management, Leadership, Strategy, Management Consulting, Consulting, Project Management, Program Management, CRM, Business Process..., Management, Business Strategy

Education
Georgetown University - The McDonough School of Business   2007 — 2009
Masters of Business Administration

Barnard College, Columbia University   2000 — 2004
Bachelor of Arts, Major Economics, Minor English

UCL
Study Abroad: Economics Focus

International School Manila
International Baccalaureate Diploma

Tim Pabustan Tim Pabustan Greater Los Angeles Area Details
Tim Pabustan's MullinTBG Experience 2013 - Present
Job Benefits Analyst and Insurance Advisor
Industry Financial Services
Experience
MullinTBG   2013 - Present
Gaspar Insurance Services, Inc.   2011 - 2014
Axianta Financial Partners  2011 - 2013
Wells Fargo  2009 - 2010
D'Ybanag Construction Company   June 2008 - July 2009
It's A Grind Coffee House  October 2006 - May 2008

Skills
Insurance, Life Insurance, Term Life Insurance, Property & Casualty..., Commercial Insurance, Disability Insurance, Project Coordination, Marketing, Business Networking, Finance, Personal Financial..., Risk Management, Strategic Financial..., Retirement, Employee Benefits, Team Building, Investments, Sales, Workers Compensation, Retirement Planning, Financial Analysis, Customer Service

Education
California State University-Long Beach - College of Business Administration   2005 — 2009
B.S. Business Finance, Investments and Securities

Jenya Rose, EA, Taxes/ Investments/ Retirement Planning Jenya Rose, EA, Taxes/ Investments/ Retirement Planning Greater Chicago Area Details
Jenya Rose, EA, Taxes/ Investments/ Retirement Planning's MullinTBG Experience March 2006 - April 2008
Job Tax Preparer & Investment Advisor Rep. at Rose Tax & Financial and AirlineTaxes.com; Flight Crew Tax Specialist
Industry Financial Services
Experience
HD Vest Financial Services  June 2015 - Present
Rose Tax & Financial   January 2013 - Present
South Barrington Tax & Financial   August 2009 - January 2013
Holistic Wealth Management Group   August 2009 - January 2012
Publishers Association of Los Angeles   June 2008 - June 2010
MullinTBG   March 2006 - April 2008
H&R Block  September 2006 - April 2007
Yucaipa Companies   October 2005 - March 2006
Evolution Yoga   June 2001 - October 2004

Skills
Tax Preparation, Financial Services, Insurance

Education
The George Washington University   1990 — 1994
BA, English

Emperor's College of Traditional Oriental Medicine   1996 — 1998
Acupuncture, Herbology

Emma Willard School   1986 — 1990
High School, English, Russian

Norwich University   1989 — 1989
Russian Language Total Immersion Summer Program, Russian Studies

Summit School   1979 — 1986

Charnita Belcher Charnita Belcher Greater Los Angeles Area Details
Charnita Belcher's MullinTBG Experience May 1998 - August 2010
Job Experienced Department Coordinator
Industry Financial Services
Experience
Mattel, Inc.   October 2013 - Present
Lakeshore Learning Materials  January 2011 - June 2011
MullinTBG   May 1998 - August 2010

Skills
Customer Relations, Contract Negotiation, Insurance Licensing, Project Management, Problem Solving, Microsoft Office, Attention To Detail, Insurance, Customer Service, Training, Negotiation, Outlook, Microsoft Excel, Process Improvement, Management, Account Management, Analysis, Team Leadership

Education
Loyola Marymount University   1992 — 1996
Bachelor of Arts (B.A.), Psychology

Pia Khiani Pia Khiani Atlanta, Georgia Details
Pia Khiani's MullinTBG Experience 2005 - 2007
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2013 - Present
Wells Fargo  2012 - 2012
Aon Hewitt  January 2008 - January 2010
MullinTBG   2005 - 2007

Skills
Financial Analysis, Financial Modeling, Data Analysis, Employee Benefits, Business Analysis, Project Management, Microsoft Excel, Process Improvement, Strategic Planning, Analytics, Leadership, Insurance, Investments, Analysis, Management, Business Strategy, Strategy, Deferred Compensation, Finance, Banking, Microsoft Office

Education
Goizueta Business School, Emory University   2011 — 2013
MBA Class of 2013, Finance

University of California, Los Angeles   2001 — 2005

Joyce (Cabradilla) Aguilar Joyce (Cabradilla) Aguilar Greater Los Angeles Area Details
Joyce (Cabradilla) Aguilar's MullinTBG Experience January 2013 - July 2013
Job Implementation Project Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group  July 2013 - Present
MullinTBG   January 2013 - July 2013
MullinTBG   April 2009 - December 2012
MullinTBG   August 2008 - March 2009
Washington Mutual  June 2006 - August 2008

Skills
Project Management, Relationship Management, Data Analysis, Auditing, Microsoft Office, Deferred Compensation, 409A, Customer Service, Retirement Benefits, Employee Benefits, Sales, Small Business Lending, Consumer Lending, Banking, Access, Insurance, Retirement, Financial Services, Management

Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Psychology

Dana Maksimovich Dana Maksimovich Dallas/Fort Worth Area Details
Dana Maksimovich's MullinTBG Experience July 2002 - June 2011
Job Client Management
Industry Financial Services
Experience
Global Wealth Advisors   June 2011 - Present
MullinTBG   July 2002 - June 2011
Clark Consulting  July 2000 - July 2002

Skills
Account Management, Strategic Planning, Project Management, Employee Benefits, Financial Services, Insurance, Retirement, Life Insurance, Investments, CRM, Retirement Planning, Relationship Management, Business Planning, Management, Financial Analysis, Marketing

Education
University of Phoenix   2002 — 2003
Masters of Business, Business

The University of Texas at Dallas   2001 — 2002
Masters of Business, Business

Sam Houston State University   1993 — 1997
Business, Marketing, Finance, Accounting, Management

Casey Erlanson Casey Erlanson Greater Los Angeles Area Details
Casey Erlanson's MullinTBG Experience August 2007 - October 2009
Job Case Management/Case Design
Industry Financial Services
Experience
Insurance and Estate Planning at Parq Advisors   February 2010 - Present
MullinTBG   August 2007 - October 2009
Ann Taylor LOFT  April 2006 - August 2007
Adventure Unlimited  2002 - 2004

Education
California State University-Northridge   2004 — 2007

Carole Taylor Carole Taylor Dallas/Fort Worth Area Details
Carole Taylor's MullinTBG Experience April 2013 - Present
Job Client Manager at MullinTBG
Industry Financial Services
Experience
MullinTBG   April 2013 - Present

Skills
Nonqualified Benefits, Client Service, Series 63, Series 6, Plan Administration, Benefits Administration, Manage Client..., Life Insurance, Financial Services, Process Improvement, Defined Benefit, Deferred Compensation, Executive Pay, Insurance, Employee Benefits, Retirement, Pensions, Analysis, Client Services, 401k

Education
Baylor University   1981 — 1985
BBA, Statistics

Allen Cannon Allen Cannon Las Vegas, Nevada Area Details
Allen Cannon's MullinTBG Experience June 1997 - Present
Job Executive Benefits Consultant at Tippett Moorhead
Industry Financial Services
Experience
Tippett Moorhead   June 2013 - Present
MullinTBG   June 1997 - Present
MullinTBG   1997 - Present
MullinTBG   June 1997 - March 2013
TBG Financial (now part of MullinTBG)   1997 - 2013

Skills
Executive Pay, Program Management, Non-Qualified Deferred..., Insurance, Series 63, Employee Benefits, Life Insurance, Investments, Series 7, Retirement, 401k, Financial Analysis, Deferred Compensation, Leadership, Team Building, Defined Benefit, Business Planning, Marketing, Sales Management, Management, Negotiation, Retirement Planning

Education
The American College   1983 — 1993
Business and Finance

Dixie State College   1968 — 1970

Jessica Archer Jessica Archer Washington D.C. Metro Area Details
Jessica Archer's MullinTBG Experience June 2010 - May 2012
Job Senior Economic Consultant at IBM
Industry Management Consulting
Experience
IBM  August 2013 - Present
Farmers Insurance  May 2012 - August 2013
MullinTBG   June 2010 - May 2012
Capital Group  February 2007 - June 2010
Orange County's Credit Union  January 2006 - February 2007
Arrowhead Credit Union  January 2003 - January 2006

Skills
Branch Management, Auditing, Forecasting, Budgeting, Quantitative Analysis, Qualitative Research, Account Management, Banking, Consumer Lending, Mutual Funds, Operations, Investments, Selling, Product Marketing, New Business Development, Group Presentations, Retirement Plans, Retirement Services, Compliance Audits, Plan Implementation, Client Services, Customer Service, Training & Development, Excel, Word, PowerPoint, Outlook, Lotus Notes, Symitar, System Testing, Data Analysis, Computer Program, SAS, SAS programming, Pricing Analysis, Pricing, Microsoft Excel, Financial Services, Management, Budgets, Retirement, Life Insurance, Business Development, Finance

Education
California State University-Long Beach   2009 — 2011
Master of Business Administration (M.B.A.), Finance, General, 3.8

California State Polytechnic University-Pomona   2001 — 2006
Bachelor of Science (B.S.), Business Administration; Management and Human Resources

Kendra Gage Kendra Gage United States Details
Kendra Gage's MullinTBG Experience July 2005 - June 2009
Job B2B Outreach at enquos
Industry Health, Wellness and Fitness
Experience
enquos   January 2015 - Present
Kindred Property Management, LLC   December 2011 - Present
Hadd-Co Inspection Lab   July 2009 - May 2013
MullinTBG   July 2005 - June 2009
- Prosum -   January 2000 - June 2005

Skills
Consulting, Management, Property Management, Integration, Program Management, Project Management, Business Analysis, Process Improvement, Software Development, Operations Management, IT Strategy, Software Documentation, Change Management, Business Process, Software Design, Systems Analysis, Software Quality..., Analysis, Vendor Management, Cross-functional Team..., Business Process..., Team Building, Team Leadership, Microsoft Excel, MS Project, Visio, SharePoint, Fitness

Education
California State University-Long Beach
Bachelor of Science (B.S.)

Laura Malafronte Laura Malafronte Greater Los Angeles Area Details
Laura Malafronte's MullinTBG Experience August 2012 - September 2013
Job Client Service/Administrative Professional
Industry Financial Services
Experience
MullinTBG   August 2012 - September 2013
MullinTBG   September 2010 - July 2012
MullinTBG   August 2005 - August 2010
Mullin Consulting  August 1997 - July 2005

Skills
Relationship Management, Disability Insurance, Non-Qualified Deferred..., Life Insurance, Process Improvement, Account Management, Client Services, Series 63, Series 6, Management, SSAE 16, Operations Management, operation, Retirement, Insurance, CRM, Series 7, Executive Pay, Program Management, Vendor Management, Leadership, Cross-functional Team..., Employee Benefits, Financial Services, 401k, Mutual Funds, Retirement Planning, Investments, Business Development, Financial Analysis, Project Management, Performance Management, Risk Management, Financial Planning, Microsoft Office, Strategic Planning

Education
University of Hawaii at Manoa
BA with distinction, Biology

Whittier College
Biology

Alden Yi Alden Yi Greater Los Angeles Area Details
Alden Yi's MullinTBG Experience December 2012 - May 2015
Job Technical Analyst at Keenan
Industry Financial Services
Experience
Keenan  June 2015 - Present
MullinTBG   December 2012 - May 2015
TCH Consulting Group   September 2011 - March 2012
LPL Financial  September 2011 - December 2011
First Bank  June 2008 - August 2010
Korean Air  October 2006 - June 2008

Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Research, Marketing Research, Marketing Strategy, Social Media, Financial Analysis, Financial Modeling, Capital Budgeting, Project Planning, Project Management, Consulting, Corporate Finance, Leadership, Cost Control, Financial Research, Microsoft Word, Analysis, Sales, Microsoft Excel

Education
University of California, San Diego   2010 — 2012
BA, Major: Economics Minor: Business

El Camino College   2008 — 2010

West High School

Kate Callahan Kate Callahan Portland, Oregon Area Details
Kate Callahan's MullinTBG Experience 2005 - 2007
Job Program Manager at Cinco Design Office
Industry Marketing and Advertising
Experience
Cinco Design Office  October 2013 - Present
Emerge Interactive  February 2012 - October 2013
CDMiConnect  2007 - January 2012
MullinTBG   2005 - 2007

Skills
User Experience, Interactive Marketing, Web Project Management, Information Architecture, Interactive Advertising, Digital Marketing, Content Strategy, Digital Strategy, Advertising, Online Advertising, CMS

Education
University of Rhode Island
BA, Comparative Literature, English

Nancy McGinnis Nancy McGinnis Greater Los Angeles Area Details
Nancy McGinnis's MullinTBG Experience October 2010 - August 2014
Job Experienced Business Executive in Human Resources and Client Satisfaction
Industry Financial Services
Experience
MullinTBG   October 2010 - August 2014
MullinTBG   October 2008 - October 2010
MullinTBG   December 1999 - October 2008
MullinTBG   November 1997 - December 1999
Allegheny Technologies  August 1993 - June 1997
General Electric Company  April 1977 - August 1993

Skills
Customer Relations, Account Management, Strategic Planning, Executive Compensation, Employee Benefits, Management Consulting, Client Satisfaction..., Strategy, Customer Satisfaction, Executive Pay, 401k, Defined Benefit, CRM, Leadership Development, Human Resources, Deferred Compensation, Customer Service, Computer Program, Retirement, Financial Services, Mutual Funds, Consulting, Benefits Administration, Leadership, Organizational..., Series 6, Management, Relationship Management, New Business Development, Retirement Planning, Training, Series 7, Pensions, Series 63, ERISA, Sales, Disability Insurance, Investments, Insurance, Personnel Management

Education
Bellarmine University   1970 — 1974
BA, Sociology

Margie Marquardt Margie Marquardt Greater Los Angeles Area Details
Margie Marquardt's MullinTBG Experience 1992 - 2006
Job Case Manager, Underwriting Assistant, Enrollment Coordinator
Industry Insurance
Experience
Colonial Life  June 2008 - Present
MullinTBG   1992 - 2006

Skills
Customer Satisfaction, Customer Relations, Problem Solving, Insurance, Employee Benefits, Health, Account Management, Project Management, Computer Proficiency, Negotiation Skills, People Development, Customer Service, Health Insurance, Negotiation, Disability Insurance, Benefits Administration, Sales, Term Life Insurance, Management, Small Business, Recruiting, Leadership, Training, Coaching, Sales Management, Time Management, Life Insurance, Long-term Care, Budgets, Underwriting, Health Savings Accounts, Deferred Compensation, Customer Retention, Critical Illness, Access, 401k, Open Enrollment, Workers Compensation, Whole Life, Fixed Annuities, Retirement, Medicare, ERISA, Claim, Long Term Care Insurance, Policy, General Insurance, Defined Benefit, Flexible Spending..., Market Research

Education
Mt. San Antonio College

Matthew Dandurand, MBA Matthew Dandurand, MBA Greater Los Angeles Area Details
Matthew Dandurand, MBA's MullinTBG Experience 2000 - 2002
Job CEO & Creative Director, Media Contour Obsessed with brilliant usability, design and functionality.
Industry Internet
Experience
Media Contour  January 2005 - Present
Key Information Systems  2004 - 2005
NAXCOM   2002 - 2004
MullinTBG   2000 - 2002
Etinuum   1998 - 2000

Skills
Business Strategy, Web Design, Marketing Strategy, User Interface Design, User Experience, Graphic Design, Mobile Marketing, Business Analysis, Competitive Analysis, Social Media, Social Media Marketing, Web Services, Web Analytics, Web Project Management, Web Content, Logo Design, Websites, Google Website Optimizer, Corporate Websites, Website Development, User Interface, User-centered Design, Web Interface Design, Mobile Interface Design, Mobile Internet, Mobile Design, Leadership, Program Management, Art Direction, Creative Direction, CSS, WordPress, Online Advertising, SEO, HTML 5, CMS, Digital Strategy, Front-end, Entrepreneurship, Flash, Information Architecture, Email Marketing, Usability, Profit, Online Branding, Website Updating, Customer Satisfaction, Online Marketing, Brand Development, Web Development

Education
Loyola Marymount University, College of Business Administration   2009 — 2011
Masters, Business Administration

Art Institute of Colorado   1998 — 2000
Bachelor of Arts (BA), Multimedia

Loyola University of Chicago   1992 — 1996
Bachelor of Science, Psychology

Kapaun Mt. Carmel   1988 — 1992

Pari Kiahosseini Pari Kiahosseini Greater Los Angeles Area Details
Pari Kiahosseini's MullinTBG Experience November 2012 - Present
Job Benefits Specialist at MullinTBG
Industry Financial Services
Experience
MullinTBG   November 2012 - Present
Wells Fargo Bank  April 2006 - November 2012

Skills
Securities, Insurance, Sales, Investments, Home Equity, Financial Analysis, Customer Service, Credit, Management, Loans, Banking, Microsoft Excel, Account Management, Leadership, Asset Management, Non-Qualified Deferred..., Series 6, Series 63, Financial Services

Education
Arizona State University   2004 — 2008
Interdisciplinary Studies, Business and Communications

Roman Ozimek, CLU, ChFC Roman Ozimek, CLU, ChFC Greater New York City Area Details
Roman Ozimek, CLU, ChFC's MullinTBG Experience July 2014 - Present
Job Vice President, Client Relationship Management at MullinTBG
Industry Insurance
Experience
MullinTBG   July 2014 - Present
New York Life Executive Benefits LLC (NYLEX)   June 2011 - June 2014
Frenkel Benefits LLC  March 2009 - February 2011
Brown Bridgman & Company   November 2001 - March 2009
AIG American General  2001 - 2002
J&H Marsh McLennan   1989 - 1999

Skills
Employee Benefits, Fixed Annuities, Series 63, Disability Insurance, Series 6, Life Insurance, Retirement Planning, Executive Pay, Strategic Financial..., Estate Planning, Financial Services, Insurance, Investments

Education
University of Connecticut   1982 — 1987
BS, Math/Statistics

Jason Simental Jason Simental Newport Beach, California Details
Jason Simental's MullinTBG Experience January 2012 - Present
Job Investment Analyst at MullinTBG
Industry Financial Services
Experience
MullinTBG   January 2012 - Present
MullinTBG Advisors   2012 - Present
MullinTBG   April 2008 - December 2011
Independent Capital Management  October 2006 - April 2008

Skills
Investments, Financial Services, Series 7, Series 63, VBA, Insurance, Financial Modeling, Java, Morningstar Direct, Microsoft Excel, Series 65

Education
University of Arizona   2003 — 2006
Bachelor of Science (BS), Applied Mathematics

Michael Giunta Michael Giunta Venice, California Details
Michael Giunta's MullinTBG Experience 2012 - October 2013
Job Director, Client Services at The Newport Group, Inc.
Industry Financial Services
Experience
The Newport Group, Inc.   October 2013 - Present
MullinTBG   2012 - October 2013
MullinTBG   2010 - 2012
MullinTBG   2003 - 2009
MullinTBG   2001 - 2003

Skills
Employee Benefits

Education
San Diego State University-California State University   1996 — 2000
Bachelor of Liberal Arts & Science, Economics

Richard (Rick) Shirley Richard (Rick) Shirley Austin, Texas Details
Richard (Rick) Shirley's MullinTBG Experience May 2013 - Present
Job Vice President at MullinTBG
Industry Insurance
Experience
MullinTBG   May 2013 - Present
WISE Agency LLC   April 2012 - April 2013
M Financial Group  January 2005 - May 2011
National Financial Partners  May 1999 - December 2003
New England Financial  August 1998 - May 1999
The Provident Companies   August 1997 - August 1998
Paul Revere Insurance Group  August 1994 - August 1997

Skills
Employee Benefits, Disability Insurance, Executive Pay, Insurance, Long-term Care, Life Insurance, Financial Services, Strategic Planning, Securities, Series 63, Finance, 401k, Long Term Care Insurance, Wealth Management, Sales, Estate Planning, Retirement Planning

Education
Texas State University-San Marcos   1989 — 1993
Bachelor of Business Administration (BBA), Finance

Texas State University
BBA Finance, Finance

Arsineh Harapeti Jennings, CLU Arsineh Harapeti Jennings, CLU Greater Los Angeles Area Details
Arsineh Harapeti Jennings, CLU's MullinTBG Experience October 2012 - Present
Job
Industry Financial Services
Experience
MullinTBG   October 2012 - Present
MullinTBG   February 2012 - October 2012
MullinTBG   February 2008 - February 2012
MullinTBG   February 2006 - February 2008
Associated Securities Corp.  July 2003 - January 2006

Skills
Insurance, Employee Benefits, Investments, Disability Insurance, Deferred Compensation, Underwriting

Education
University of California, San Diego   1997 — 2001
B.S Management Science, Economics

David B. Kamm David B. Kamm Los Angeles, California Details
David B. Kamm's MullinTBG Experience September 2002 - August 2010
Job Communications / Marketing / Branding
Industry Public Relations and Communications
Experience
Kamm Communications   September 2010 - Present
MullinTBG   September 2002 - August 2010
TBG Financial  June 1999 - September 2002
Held Properties   April 1985 - May 1999
Birtcher American Properties   February 1983 - March 1985

Skills
Corporate Branding, Cross-functional Team..., Branding & Identity, Integrated Marketing..., Creative Solutions, Project Management, Business Process..., Client Relations Skills, Social Media Strategist, Relationship Management, Business Communications, Internal Communications, Website Consultation, Proposal Writing, Copy Editing, Writing, Team Leadership, Mentoring Of Staff, Social Media Marketing, Department Budgeting, Project Planning, Financial Communications, Real Estate Development, Asset Managment, Corporate Real Estate, Presentation Development, Company Brochures, Brochure Production, Print Management, Vendor Management, Website Content..., Communication Training, Creative Direction, Legal Issues, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Outlook, Content Development

Education
Boston University School of Law
Law

Occidental College
Bachelors, Urban Studies

Seminar at Seasons 52

The University of Calgary
Environmental Design - Architecture and Urbanism

University of California, Los Angeles
Social Media, Brand Management, Integrated Marketing Communications, Marketing & Advertising Writing

Susan Adam Susan Adam Greater Los Angeles Area Details
Susan Adam's MullinTBG Experience June 2007 - June 2008
Job
Industry Insurance
Experience
Unum  June 2009 - October 2009
MullinTBG   June 2007 - June 2008
Mullin Consulting  March 2004 - June 2007
Clark Consulting  2001 - 2004
General American Life  1985 - 1997

Skills
Employee Benefits, Deferred Compensation, Insurance, 401k, Leadership, Executive Pay, Disability Insurance, Coaching, Long-term Care, Retirement, Health Insurance, Defined Benefit, Account Management, Strategy, Benefits Administration, CRM, Term Life Insurance, Pensions, ERISA, COBRA, Health Savings Accounts, Analysis

Education
AHIP, Academy for Healthcare Management   2009 — 2009
PAHM, Healthcare Plans

International Foundation of Employee Benefit Plans   2009 — 2009
GBA, Group Benefits Associate, 2009

The American College   1985 — 1995
CLU, ChFC

Alan Jenks Alan Jenks Greater San Diego Area Details
Alan Jenks's MullinTBG Experience January 1998 - August 2002
Job Experienced Sales and Financial Services Professional
Industry Financial Services
Experience
Private Asset Management, Inc.   April 2009 - January 2015
DailyAccess Corporation  April 2007 - October 2008
Integral Benefits, Inc.   September 2005 - May 2007
Principal Financial Group/EBS Business Unit   June 2004 - September 2005
Principal Financial Group  December 2002 - June 2004
MullinTBG   January 1998 - August 2002
The Santa Cruz Operation, Inc. (SCO)   June 1994 - January 1998
Borland Software Corporation  1993 - 1994
DHL Worldwide Express  1989 - 1993
United Parcel Service  1982 - 1989

Skills
Investment Advisory, Investments, Portfolio Management, Wealth Management, Series 63, Series 65, Strategy, Retirement, Retirement Planning, C Level Selling, Management, Sales, Institutional..., Sales Management, Relationship Management, Consulting, Business Development, Consultative Sales..., Non-Qualified Deferred..., Public Speaking, Fortune 500 Account..., C-Level Negotiations, Sales Presentations, Finance, Employee Benefits, Retirement Plan..., Budgeting & Forecasting, Business Planning, Executive Coaching, Enterprise Technology..., International Sales, Client Services, Client Development, Contract Negotiation, Strategic Negotiations, National Account..., Solution Selling, Qualified Retirement..., Business Process..., Human Resources, New Business Development, Fundraising, Strategic Partnerships, Strategic Planning, Leadership, Key Account Acquisition..., Operations Management, Channel Sales, HR Management, Sales Operations

Education
University of Louisville   1981 — 1986
Personnel Administration and Industrial Relations

Moore High School   1978 — 1981

David Goldberg David Goldberg Greater Los Angeles Area Details
David Goldberg's MullinTBG Experience November 2004 - March 2007
Job Vice President, Global Technology and Collaboration at Guthy|Renker
Industry Information Technology and Services
Experience
GuthyRenker  May 2015 - Present
Del Monte Foods, Inc.   September 2014 - September 2015
GuthyRenker  June 2014 - May 2015
Wasserman Media Group  March 2013 - May 2014
Quixote Studios  December 2009 - March 2013
FilmTrack, Inc   November 2008 - December 2009
DSG Consulting  March 2007 - November 2009
Heavenspot Digital Creative Agency   July 2008 - November 2008
MullinTBG   November 2004 - March 2007
Genex  2002 - 2004

Skills
Leadership, Project Management, Team Building, Management, Strategic Planning, Strategy, Operations Management, CRM, Business Development, SaaS, Marketing Strategy, Budgets, Project Planning, Human Resources, Security, Telecommunications, Cross-functional Team..., Data Center, Vendor Management, Start-ups, Business Process, Networking, Program Management, Information Technology, Sales, Integration, Business Intelligence, Cloud Computing, Disaster Recovery, IT Strategy, IT Operations, Product Management, Employee Training, Executive Management, Strategic Partnerships, Enterprise Software, IT Management, Consulting, Professional Services, Outsourcing, Business Analysis, Process Improvement, Business Strategy, Entrepreneurship, Business Process..., Integrated Marketing, Enterprise Architecture, E-commerce

Education
Washington University, St Louis, MO   1996 — 1998
MIM, Master of Information Management

Embry-Riddle Aeronautical University   1993 — 1995
MAS, Aeronautical Science

University of Colorado   1987 — 1991
BA, Computer Science / Classics

Rachel L. Fretz, CSM Rachel L. Fretz, CSM Greater Los Angeles Area Details
Rachel L. Fretz, CSM's MullinTBG Experience 2007 - 2008
Job Communicator, Coach, ProblemSolver
Industry Information Technology and Services
Experience
CIT  August 2015 - Present
OneWest Bank  August 2013 - July 2015
Propp Properties   2008 - 2014
Disney Worldwide Services, Inc. for SMCI   2011 - 2012
MullinTBG, A Prudential Company  2008 - 2011
MullinTBG   2007 - 2008
MullinTBG   2006 - 2007
TBG Financial  2005 - 2006
TBG Financial  2003 - 2005
TBG Financial  2000 - 2003

Skills
Project Management, Business Analysis, SDLC, SQL, Visio, CRM, Process Improvement, Vendor Management, Conflict Resolution, Program Management, Cross-functional Team..., Training, Procedural Documentation, Business Process..., Software Documentation, Agile Project Management, MS Project, Insurance, Scrum, Microsoft Excel, Financial Services, Software Project..., Team Leadership, Microsoft Office, Web Project Management, Skilled Multi-tasker, Advanced Excel, Product Management, Project Planning, Agile Methodologies, Analysis, Software Development, Leadership, ITIL, Risk Management, Troubleshooting, Business Process, Cloud Computing

Education
Western Governors University   2012 — 2014
Business, IT Management

John Burroughs High School

University of California, Los Angeles

Karen Galloway Karen Galloway Los Angeles, California Details
Karen Galloway's MullinTBG Experience August 2001 - August 2007
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group  March 2011 - Present
Mezrah Consulting  August 2009 - February 2011
MullinTBG   August 2001 - August 2007
Woodbury Financial Services  October 2000 - August 2001
Bank of America  August 1996 - October 2000

Skills
FINRA Series 6, Executive Compensation, Client Relationship..., Series 63, Series 6, CRM, 401k, Executive Pay, Pensions, Financial Services, Retirement, Insurance, Employee Benefits, Investments, Retirement Planning, Finance, Management, Mutual Funds, Client Relations, Compensation, Executive Relationship, Leadership, Non-Qualified Deferred..., Sales

Education
Mercer University

Jennifer Stansfield-Marek Jennifer Stansfield-Marek Los Angeles, California Details
Jennifer Stansfield-Marek's MullinTBG Experience April 2012 - Present
Job Communications Coordinator at MullinTBG
Industry Financial Services
Experience
MullinTBG   April 2012 - Present
Ryan Herco Flow Solutions  November 2011 - March 2012
AppleOne  September 2010 - November 2011
Digitas  June 2008 - September 2010
ImprovBoston  January 2008 - August 2010
Towers Watson  September 2006 - May 2008

Skills
PowerPoint, Outlook, Lotus Notes, Writing, InDesign, Excel, Word, Mac OS X, Windows, Internet, Corporate Communications, Time Management, Timeline Management, project management, Project development, Visio, Adobe Creative Suite, Microsoft Excel, Event Management, Microsoft Word, Management, Microsoft Office, Proofreading, Blogging, Facebook

Education
Emerson College   2006 — 2009
MFA, Creative Writing

Metropolitan State University of Denver   2001 — 2003
BA, Journalism

Colorado State University   1998 — 2000
N/A, General

Barbara Hunt Barbara Hunt Greater Chicago Area Details
Barbara Hunt's MullinTBG Experience 2004 - 2006
Job Accounting Manager at Harpo Studios, Inc
Industry Broadcast Media
Experience
Harpo Studios, Inc   September 2011 - Present
Harpo  January 2008 - September 2011
TWG - The Warranty Group Services   December 2006 - January 2008
MullinTBG   2004 - 2006

Skills
Accounting, Financial Reporting, Microsoft Excel, Strategic Planning, PowerPoint, Budgets, Financial Analysis, Accounts Receivable, Microsoft Office, Microsoft Word, Access, MS Project, Team Leadership

Education
Keller Graduate School of Management of DeVry University   2009 — 2011
MBA, Accounting

Mary Beth Barrett-Newman Mary Beth Barrett-Newman Greater Chicago Area Details
Mary Beth Barrett-Newman's MullinTBG Experience 2006 - 2009
Job Career Coach l Job Search Strategist l Consultant l President, 2nd Career Consulting
Industry Professional Training & Coaching
Experience
2nd Career Consulting   2009 - Present
MullinTBG   2006 - 2009
Mullin Consulting  2001 - 2006
Management Compensation Group - Chicago (aka MCG/Chicago)   1984 - 2001
First Chicago (now J.P. Morgan Chase)   1979 - 1984

Skills
Career Counseling, Job Search Strategies, Resume Writing, Workforce Reentry, Stay at Home Moms -..., Coaching, Career Development..., Job Search Support, Job Search Coach, Myers-Briggs Certified, Strong Interest..., Career Assessment, Interview Preparation, Resume, Career Development, Interviews, Career Management, Public Speaking

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1980 — 1983
MBA, Finance

Augustana College   1975 — 1979
BA, Business Adminstration

Jonathan Figg Jonathan Figg Greater Los Angeles Area Details
Jonathan Figg's MullinTBG Experience May 2007 - June 2009
Job Senior Manager, Advisory National Pursuit Team
Industry Motion Pictures and Film
Experience
Accenture  July 2014 - December 2014
Deloitte  June 2009 - July 2014
MullinTBG   May 2007 - June 2009
Reachfar Films   December 2000 - June 2007
The Newport Group  June 2005 - April 2007
The Institute of Internal Auditors  November 1997 - November 2000

Skills
Marketing Communications, Research, Marketing, Editing, PowerPoint, Project Management, Outlook, Microsoft Office, Marketing Strategy, Microsoft Excel, Film Production, Feature Films, Film Festivals, Avid, Post Production, Producing, Writing, Creative Writing, Proposal Writing, News Writing, Strategic Planning, Program Management, Market Research, Strategy, Newsletters, Press Releases, Management

Education
Rollins College   1993 — 1997
Honors Program - B.A., English, Magna Cum Laude

Adrian Duncan Adrian Duncan Compton, California Details
Adrian Duncan's MullinTBG Experience July 2011 - Present
Job Benefits Specialist at Mullintbg
Industry Financial Services
Experience
Mullintbg   July 2011 - Present
Thompson Wealth Management, Ltd.   2007 - 2012
Community Financial Advisors   January 2002 - April 2007

Skills
Insurance, Leadership Development, Microsoft Excel, Retirement Planning, Training, Customer Service, Retirement, Employee Training, Employee Benefits, Microsoft Office, Outlook, Strategic Planning, Access, Leadership, Team Building, Microsoft Word, Public Speaking, Management

Education
California State Los Angeles   1990 — 1995
Accounting and Finance

Pasadena City College   1989 — 1992
Accounting and Finance

Michelle Pablo Michelle Pablo United States Details
Michelle Pablo's MullinTBG Experience March 2003 - November 2007
Job VP, Business Development/Marketing Strategy for Affinity Strategies
Industry
Experience
Affinity Strategies   September 2013 - Present
52nd Street Partners LLC   February 2011 - September 2013
Clark Consulting  December 2007 - February 2011
MullinTBG   March 2003 - November 2007
Ernst & Young  October 2000 - August 2002

Skills
Sales Process, Marketing Strategy, Strategic Planning, Financial Services

Education
James Madison University
Bachelor of Business Administration, Marketing

Melicia Orantes Melicia Orantes Long Beach, California Details
Melicia Orantes's MullinTBG Experience June 2013 - 2015
Job at
Industry Financial Services
Experience
MullinTBG   June 2013 - 2015
Cetera Financial Group  May 2012 - May 2013
Wells Fargo  September 2008 - December 2009
Fanzz Sports Apparel   April 2000 - January 2008

Skills
Administrative..., Outlook, Access, Microsoft Excel, Data Entry, Customer Service, FINRA, PowerPoint, Microsoft Word, Microsoft Office, Management, Sales, Recruiting, Budgets, Administrative..., Investments, Insurance, Public Speaking, Research, Event Planning, Leadership

Education
California State University-Long Beach   2007 — 2010
Bachelor of Arts (B.A.), Human Development and Family Studies, General

Long Beach City College
A.A., Liberal Arts and Sciences, General Studies and Humanities

Gosia Telichowska Gosia Telichowska Downers Grove, Illinois Details
Gosia Telichowska's MullinTBG Experience 2005 - 2007
Job Princor Registered Representative, Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  November 2014 - Present
Gate 3, LLC   January 2011 - November 2014
MullinTBG   2005 - 2007
Leo Burnett  2003 - 2004

Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 & 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation

Education
University of Illinois at Urbana-Champaign - College of Business   1998 — 2003
Bachelor of Science (B.S.), Finance

Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM   2002 — 2003
Spanish Language and Literature

Macquarie University   2001 — 2001
International Student Exchange Program

Jina Bazil Jina Bazil Santa Monica, California Details
Jina Bazil's MullinTBG Experience April 2005 - July 2007
Job Director of Talent Acquisition at Demand Media
Industry Internet
Experience
Demand Media  May 2015 - Present
BBCN Bank  August 2010 - May 2015
Quixote Studios  February 2010 - August 2010
Pinpoint Resource Group, LLC  May 2009 - February 2010
Robert Half Technology  July 2007 - May 2009
MullinTBG   April 2005 - July 2007

Skills
HRIS, Bilingual, Human Resources, Management, Recruiting, Talent Acquisition, Applicant Tracking..., Employee Benefits, Benefits Negotiation, Payroll, Interviews, Microsoft Office, Visio, Training, Onboarding, Customer Service, Organizational..., Leadership, Outlook, Time Management, Microsoft Excel

Education
University of California, Los Angeles
Certification, Human Resources Management/Personnel Administration, General

University of California, Los Angeles   1994 — 1999
BA, Psychology

Vena Tanakwang Gonzalez Vena Tanakwang Gonzalez Greater Los Angeles Area Details
Vena Tanakwang Gonzalez's MullinTBG Experience March 2009 - April 2010
Job Franchise Owner at Kumon
Industry Education Management
Experience
Kumon  March 2011 - Present
Kumon  June 2010 - February 2011
MullinTBG   March 2009 - April 2010
MullinTBG   April 2008 - February 2009
Indymac Bank  March 2007 - February 2008
Keller Williams Realty  January 2007 - January 2008
TBG Financial  October 2002 - October 2004
TBG Financial  March 2001 - September 2002
TBG Financial  August 2000 - February 2001
TBG Financial  June 1999 - July 2000

Skills
Microsoft Word, Customer Service, Microsoft Office, Employee Benefits, Team Building, Marketing, Event Planning, Insurance, Coaching, Life Insurance, Team Leadership, Leadership, Microsoft Excel, Strategic Planning, Leadership Development, Training, Management, Project Management, Social Media Marketing, Public Speaking, Outlook

Education
California State Polytechnic University-Pomona   1999 — 2006
MBA, Human Resource and Management

University of Southern California   1992 — 1996
Bachelor, Business Administration, Marketing

Ben Curry Ben Curry San Francisco Bay Area Details
Ben Curry's MullinTBG Experience September 2005 - December 2007
Job Data Scientist at E la Carte
Industry Research
Experience
E la Carte Inc.  April 2014 - Present
Claremont Graduate University  September 2008 - May 2011
MullinTBG   September 2005 - December 2007

Skills
Stata, Financial Modeling, Financial Analysis, Data Analysis, Statistics, Research, Analysis, Strategy, Quantitative Analytics, Business Strategy, Leadership, Economics, Corporate Finance, Qualitative Research, Econometrics, Market Research, SPSS, Analytics, Quantitative Research, Eviews, Research Design, R, Survey Design, Macroeconomics, Statistical Modeling, Higher Education, Time Series Analysis, Program Evaluation, University Teaching, Microeconomics, Game Theory, Economic Research, Organizational Behavior, International Economics, Grant Writing, EViews

Education
Claremont Graduate University
PHD, Behavioral Economics / Finance

Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA, Finance, General

University of California, Los Angeles
BA, World History, Minor in English Literature

Bob Ohanesian Bob Ohanesian Los Angeles, California Details
Bob Ohanesian's MullinTBG Experience July 2004 - August 2007
Job Senior Investment Analyst at University of Southern California
Industry Investment Management
Experience
University of Southern California  September 2007 - Present
MullinTBG   July 2004 - August 2007
American Express Financial Advisors  February 1996 - June 2003

Skills
Financial Analysis, Microsoft Word, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Research, Leadership, Portfolio Management, Financial Modeling

Education
California State University-Long Beach
Bachelor of Business Administration, Finance

Noel Manahan Noel Manahan United States Details
Noel Manahan's MullinTBG Experience October 2000 - June 2005
Job
Industry Financial Services
Experience
PwC  October 2014 - Present
PricewaterhouseCoopers  July 2007 - October 2014
Harpeth Capital, LLC   May 2006 - August 2006
MullinTBG   October 2000 - June 2005

Skills
Financial Modeling, Financial Analysis, Management Consulting, Valuation, Business Valuation, Corporate Finance, Mergers & Acquisitions, Team Leadership, Intellectual Property, Financial Reporting, Equity Valuation, Private Equity, SEC filings, Due Diligence, Restructuring, Sarbanes-Oxley Act, Capital Markets, US GAAP

Education
Vanderbilt University - Owen Graduate School of Management   2005 — 2007
MBA

Boston College   1997 — 2000
BS

Boston University   1996 — 1997

Erik Speed Erik Speed Greater Los Angeles Area Details
Erik Speed's MullinTBG Experience January 2000 - Present
Job Vice President at MullinTBG
Industry Financial Services
Experience
MullinTBG   January 2000 - Present
Towers Perrin  May 1993 - August 1999
Bank of New York Mellon  May 1990 - August 1992

Skills
Executive Pay, Retirement, Financial Services, Series 7, Investments, Employee Benefits, 401k, Asset Management, Series 63, Securities, Deferred Compensation, Insurance, Financial Modeling, Retirement Planning, Financial Analysis, Asset Allocation, Mutual Funds, Defined Benefit, Life Insurance, ERISA, Pensions, Disability Insurance, Management, Relationship Management

Education
University of Southern California - Marshall School of Business   1995 — 1998
MBA

Cornell University   1986 — 1990
BS, Applied Economics & Business Management

Kristin Barens Kristin Barens Orange County, California Area Details
Kristin Barens's MullinTBG Experience February 1988 - March 2013
Job Principal at Mullin Barens Sanford Financial & Insurance Services
Industry Insurance
Experience
Mullin Barens Sanford Financial & Insurance Services   April 2013 - Present
MullinTBG   February 1988 - March 2013

Skills
Insurance, Securities, Series 63, Employee Benefits, Life Insurance, Investments, Non-Qualified Deferred..., Retirement, Retirement Planning, Financial Services, Executive Pay, Financial Analysis, Marketing Strategy, Leadership, Management, Deferred Compensation, Strategic Planning, Risk Management, Mergers & Acquisitions, Account Management, Disability Insurance, Series 7

Education
University of California, Santa Barbara   1983 — 1987
BS Mathematical Sciences, Math, Physics

Michael Glickman Michael Glickman Highland Park, Illinois Details
Michael Glickman's MullinTBG Experience March 2006 - March 2013
Job Managing Member at Glickman Advisors, LLC
Industry Accounting
Experience
Glickman Advisors, LLC   April 2013 - Present
MullinTBG   March 2006 - March 2013
Mullin Consulting, Inc.   February 2001 - March 2006
Management Compensation Group-Chicago   February 1987 - February 2001
Arthur Andersen  June 1982 - February 1987

Skills
Retirement, 401k, Insurance, Retirement Planning, Life Insurance, Investments, Employee Benefits, Financial Services, Strategic Financial..., Disability Insurance, Series 7, Wealth Management, Executive Pay, Mutual Funds, Asset Management, Securities

Education
Loyola University Chicago School of Law   1979 — 1982
Juris Doctor

University of Illinois at Urbana-Champaign   1975 — 1979
Psychology and Accounting

John Antonio John Antonio Greater Los Angeles Area Details
John Antonio's MullinTBG Experience VP - Client Relationship ManagerMullinTBG1989 - Present
Job Vice President CRM at MullinTBG
Industry Financial Services
Experience
MullinTBG   VP - Client Relationship ManagerMullinTBG1989 - Present

Education
California State University-Northridge   1980 — 1985

Erik Eliassen Erik Eliassen Orange County, California Area Details
Erik Eliassen's MullinTBG Experience September 1994 - Present
Job Sr. Director at MullinTBG
Industry Financial Services
Experience
MullinTBG   September 1994 - Present

Skills
Executive Pay, Pensions, Deferred Compensation, Defined Benefit, Financial Services, Life Insurance, Employee Benefits, Retirement, 401k

Education
University of California, San Diego   1992 — 1994
M.S., Statistics

University of California, Irvine   1984 — 1989
B.S., Mathematics

Cao Weili Cao Weili Raleigh-Durham, North Carolina Area Details
Cao Weili's MullinTBG Experience January 2001 - August 2007
Job Application Program Analyst Lead at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group  August 2007 - Present
MullinTBG   January 2001 - August 2007
Meganet   May 2000 - January 2001

Skills
SQL, Java, Linux, Agile Methodologies, C++, MySQL, Java Enterprise Edition, C, Requirements Analysis, Microsoft Office

Education
Rutgers, The State University of New Jersey-Newark   1995 — 2000
Doctor of Philosophy (Ph.D.), Mathematics

Monash University   1990 — 1992
Graduate Diploma, Business Systems

Karren Tsutsui Karren Tsutsui Greater Los Angeles Area Details
Karren Tsutsui's MullinTBG Experience March 2000 - Present
Job Manager, Account Services at MullinTBG
Industry Financial Services
Experience
MullinTBG   March 2000 - Present
Western Asset Management  June 1997 - March 2000

Skills
Insurance, Deferred Compensation, Employee Benefits, Financial Services, Disability Insurance, Health Insurance, Management, Vendor Management, Benefits Administration, Process Improvement, Strategy, Recruiting, Retirement, Human Resources, Investments, Life Insurance, Change Management, Account Management, Leadership, 401k, Training

Education
California State University-Northridge   1992 — 2007
BS, Business Management

Pepperdine University   2001 — 2004
MA, Clinical Psychology, emphasis in Marriage & Family Therapy

Antoinette James Antoinette James Greater Los Angeles Area Details
Antoinette James's MullinTBG Experience July 2013 - Present
Job Licensing and Compliance Associate at MullinTBG
Industry Insurance
Experience
MullinTBG   July 2013 - Present
Cetera Financial Group  February 2010 - June 2013
ING Advisors Network  December 2007 - February 2010
Aon / Mercury Insurance   October 2006 - December 2007
AIG VALIC  August 2004 - October 2006
AIG SunAmerica  1999 - 2004

Skills
Leadership, Insurance, Risk Management, Customer Service, Securities, Training, Process Improvement

Education
California State University-Northridge   1990 — 1992

Mike Shinbein Mike Shinbein Greater Denver Area Details
Mike Shinbein's MullinTBG Experience March 1999 - July 2004
Job VP, Total Rewards and HR Shared Services at The WhiteWave Foods Company
Industry Human Resources
Experience
The WhiteWave Foods Company  May 2013 - Present
Hewlett-Packard  February 2010 - May 2013
Sun Microsystems  January 2008 - January 2010
Michael Shinbein Consulting   October 2005 - December 2007
MullinTBG   March 1999 - July 2004
Hewitt Associates  August 1995 - February 1999

Skills
Human Resources, Employee Benefits, Executive Pay, Deferred Compensation, HRIS, Acquisition Integration, Incentive Programs, Employee Engagement, HR Transformation, Organizational Design, Compensation & Benefit, Management, Finance, Talent Management, Onboarding, Benefits Administration, Business Planning, HR Consulting, Mergers & Acquisitions, 401k, Pensions, Divestitures, Employee Relations, Human Capital, PeopleSoft, Program Management, Performance Management, Talent Acquisition, HR Policies, Humor, Equity Compensation, HR Strategy, Executive Compensation, Compensation, Incentives, Global HR, Human Capital Management, Mergers, Retirement, Plan Design, Rewards, Legal Compliance, Benefits, Benefits Design, Stock, Organizational..., Compensation & Benefits, Employee Management, Benefits Analysis, Human Resource Planning

Education
University of Denver - Daniels College of Business   2009 — 2009

University of California, Los Angeles - School of Law   1990 — 1993
J.D.

Binghamton University   1983 — 1987
BS

Christina Yaori Christina Yaori Greater Los Angeles Area Details
Christina Yaori's MullinTBG Experience March 2008 - January 2011
Job Associate Research Analyst at MullinTBG
Industry Financial Services
Experience
MullinTBG   March 2008 - January 2011
Trust Company of the West  August 2007 - January 2008

Skills
Data Analysis, Business Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Analysis, Investments, Financial Modeling, Insurance, Financial Services, SQL, Economics, Event Photography, Travel Photography, Digital Photography

Education
California State University-Northridge   2006 — 2007
MBA, Business Administration

California State University-Northridge   2003 — 2005
B.S. Business Administration, Finance & Management

Pasadena City College   2001 — 2003
A.A., Business Administration

Brett Fowler Brett Fowler Orange County, California Area Details
Brett Fowler's MullinTBG Experience June 2004 - June 2006
Job Regional Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable  May 2010 - Present
AXA Equitable  2006 - April 2010
MullinTBG   June 2004 - June 2006
MassMutual  August 2001 - June 2004

Skills
Series 7

Education
University of Southern California   1997 — 2001

Rod Freeman Rod Freeman Greater Los Angeles Area Details
Rod Freeman's MullinTBG Experience July 2001 - Present
Job VP, Special Projects & Security at MullinTBG
Industry Financial Services
Experience
MullinTBG   July 2001 - Present

Education
University at Albany, SUNY   1980 — 1984

Anna Miller Goodman Anna Miller Goodman Dallas/Fort Worth Area Details
Anna Miller Goodman's MullinTBG Experience January 2012 - February 2014
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group  February 2014 - Present
MullinTBG   January 2012 - February 2014
Clark Consulting  March 2002 - January 2012
Pacific Life Insurance Company  January 2000 - March 2002
Pacific Life Insurance Company  January 1998 - 2000

Skills
Insurance, Series 63, Employee Benefits, Retirement, Customer Service, CRM, Process Improvement, Series 6, Life Insurance, Business Process...

Education
Orange Coast College

Anne Wellman FitzGerald Anne Wellman FitzGerald Orange County, California Area Details
Anne Wellman FitzGerald's MullinTBG Experience January 2000 - July 2010
Job COO at MullinTBG
Industry Financial Services
Experience
MullinTBG   January 2000 - July 2010
Westcorp ( now Wells Fargo/Wachovia Credit Services)   May 1995 - November 1999
Pepsi Cola  September 1989 - January 1995

Skills
Executive Pay, Human Resources, Employee Benefits, Strategic Planning, 401k, Retirement, Leadership, Deferred Compensation

Education
Southern Methodist University - Cox School of Business   1985 — 1988
MBA

Michigan State University   1981 — 1983
MLIR, Labor and Industrial Relations

Michigan State University   1978 — 1981

Joy Kitzmiller Joy Kitzmiller Greater Los Angeles Area Details
Joy Kitzmiller's MullinTBG Experience October 1998 - Present
Job Managing Associate at MullinTBG
Industry Insurance
Experience
MullinTBG   October 1998 - Present

Skills
Insurance

Education
Stanford University   1982 — 1986

Charles Hovorka Charles Hovorka Columbus, Ohio Area Details
Charles Hovorka's MullinTBG Experience April 2002 - July 2010
Job Principal, Heartland Pacific Group
Industry Financial Services
Experience
Heartland Pacific Group   December 2010 - Present
MullinTBG   April 2002 - July 2010

Education
University of Southern California

Loyola High School of Los Angeles

Ally Polkinhorn Ally Polkinhorn Greater Los Angeles Area Details
Ally Polkinhorn's MullinTBG Experience April 2010 - Present
Job HR Manager at MullinTBG
Industry Human Resources
Experience
MullinTBG   April 2010 - Present
Eleventh Hour  January 2007 - March 2010

Skills
Deferred Compensation, Human Resources, Employee Benefits, PowerPoint, HRIS, Employee Relations, Recruiting, Employee Engagement, Onboarding, Executive Pay, Social Media

Education
Pratt Institute   1997 — 2002

Joe Pan Joe Pan Greater Los Angeles Area Details
Joe Pan's MullinTBG Experience October 2002 - September 2011
Job Vice President Investment Graphics at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners  September 2011 - Present
MullinTBG   October 2002 - September 2011

Education
University of California, San Diego   1994 — 1999

Veronica Majano Veronica Majano New York, New York Details
Veronica Majano's MullinTBG Experience August 2012 - Present
Job Executive Assistant at MullinTBG
Industry Financial Services
Experience
MullinTBG   August 2012 - Present
Young Equipment Sales  November 2010 - July 2012
Credit Suisse  November 1999 - February 2009

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Access, Outlook

Education
City University of New York-Queens College   2007 — 2010
Bachelor's Degree, Accounting and Economics Major

Ron Puckett Ron Puckett Greater Los Angeles Area Details
Ron Puckett's MullinTBG Experience August 1994 - January 2003
Job Senior Manager of Development at Latham & Watkins
Industry Computer Software
Experience
Latham & Watkins  January 2014 - Present
Latham & Watkins  January 2004 - December 2013
Chase Credit  May 2003 - January 2004
MullinTBG   August 1994 - January 2003

Skills
SharePoint, SQL, Microsoft SQL Server, C#, .NET, WPF, ASP.NET, Software Project..., HTML, Databases, Web Development, T-SQL, Software Development, Visual Studio, Windows, Management

Education
University of California, Santa Barbara   1987 — 1992
BS, Computer Science

Pete Lester Pete Lester Baltimore, Maryland Area Details
Pete Lester's MullinTBG Experience September 1998 - April 2013
Job Senior Vice President at The L. Warner Companies
Industry Financial Services
Experience
The L. Warner Companies   April 2013 - Present
MullinTBG   September 1998 - April 2013
Vinings Management Corporation  August 1995 - August 1998
McDonald Development Company   January 1988 - January 1993

Skills
401k, Executive Pay, Financial Services, Retirement, Investments, Securities, Wealth Management, Employee Benefits, Retirement Planning, Insurance, Financial Analysis, Risk Management, Mergers & Acquisitions, Asset Management, Series 63, Asset Managment, Strategic Financial..., Defined Benefit, Disability Insurance, Deferred Compensation, Mergers

Education
Emory University - Goizueta Business School   1983 — 1985
MBA, Finance Concetration

Grove City College   1979 — 1983
BA, Economics

Lenny Novikov Lenny Novikov Greater Los Angeles Area Details
Lenny Novikov's MullinTBG Experience August 2012 - Present
Job Implementation Manager at MullinTBG
Industry Financial Services
Experience
MullinTBG   August 2012 - Present
MullinTBG   June 2006 - August 2012
TBG Financial  January 2002 - June 2006
GE  January 1999 - February 2000

Skills
Deferred Compensation, CRM, Employee Benefits, Human Resources, Mutual Funds, Trust Services, Broker-Dealer, Life Insurance

Education
Augsburg College   1995 — 1997
Bachelor of Arts (B.A.), Business Administration

Ron Lao Ron Lao Greater Los Angeles Area Details
Ron Lao's MullinTBG Experience 2008 - Present
Job Account Analyst at MullinTBG
Industry Sports
Experience
MullinTBG   2008 - Present
Anaheim Arsenal - NBADL   2007 - 2008
Velocity Sports Performance  2007 - 2008
City of Los Angeles, Department of Recreation and Parks  2005 - 2008

Education
University of Southern California   2000 — 2005

Lisa Heacox Lisa Heacox Greater Los Angeles Area Details
Lisa Heacox's MullinTBG Experience January 2006 - Present
Job Senior Funding Analyst at MullinTBG
Industry Financial Services
Experience
MullinTBG   January 2006 - Present
Pacific Life  November 2003 - December 2005
Pacific Life  November 2003 - December 2005

Skills
Financial Services, 401k, Insurance, Retirement, Employee Benefits, Financial Analysis, Investments, Executive Pay, Microsoft Excel, Life Insurance, Non-Qualified Deferred..., Variable Annuities, Funding, Finance, Outlook, Training, Procedure Development, Documentation

Education
Eastern Connecticut State University   1998 — 2002

Eastern Connecticut State University   1997 — 2002
Psychology and Fine Arts

Paul Yi Paul Yi Greater Los Angeles Area Details
Paul Yi's MullinTBG Experience April 2013 - Present
Job Benefits Analyst at MullinTBG
Industry Hospitality
Experience
MullinTBG   April 2013 - Present
Hana Financial, Inc.   September 2012 - March 2013
Korean Air  August 2009 - July 2012
Doubletree Hotel  March 2004 - May 2005

Skills
Bilingual, Customer Service, Teamwork, Budgets, Restaurants, Training, Sales

Education
California State Polytechnic University-Pomona   2003 — 2008
Bachelors, Hotel and Restaurant Management

Roxanne Braithwaite Roxanne Braithwaite Culver City, California Details
Roxanne Braithwaite's MullinTBG Experience 2012 - 2014
Job Holistic Health Practitioner
Industry Alternative Medicine
Experience
MeditationsForEveryone.com   January 2010 - Present
MullinTBG   2012 - 2014
Plastpro,Inc  December 2011 - May 2012
Various Temporary Assignments  June 2007 - December 2011
SendMeSolutions.com   June 2008 - January 2011
Zrii, The Original Amalaki (TM)   June 2010 - November 2010
U.S. Census Bureau -- Census Coverage Management   2010 - 2010
Roex, Inc.   February 2006 - May 2007
Self Employeed  January 2001 - February 2006
Various Temporary Assignments  September 1998 - January 2001

Skills
Healing, Meditation, Therapeutic Massage, Nutrition, Holistic Health, Social Networking, Wellness Coaching, Social Media, Marketing Strategy, Sales, Team Leadership, Small Business, Coaching, Microsoft Word, Microsoft Excel, PowerPoint, Ten Key, QuickBooks, Peachtree, Goldmine, Paper Tiger File..., Internet Research, Reiki, Entrepreneurship, Personal Development, Marketing

Education
Healing Hands   2001 — 2003
HHP, Energy Work and Massage Therapy

California State University-San Marcos - College of Business Administration   1994 — 1995
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

San Francisco State University   1993 — 1993
BA, Liberal Studies

Irvine Valley College   1988 — 1992
Associate of Arts (A.A.), General Studies

Venado Middle School

Khem Sieng, MBA Khem Sieng, MBA Greater Los Angeles Area Details
Khem Sieng, MBA's MullinTBG Experience January 2006 - December 2006
Job Web Consultant, Management & Leadership
Industry Government Administration
Experience
Los Angeles County Asian American Employees Association   January 2014 - Present
County of Los Angeles  September 2013 - Present
Sieng Consulting, LLC.   December 2011 - Present
CSULB  August 2009 - December 2011
H & R Block  November 2008 - April 2011
Duncan McIntosh Company, Inc.   January 2008 - August 2008
Manatt, Phelps & Phillips, LLP   2008 - 2008
MullinTBG   January 2006 - December 2006
MultiProcess Computer Corporation   October 2002 - January 2006

Skills
Computer Software..., Web Development, Drupal 7, Web Design, HTML5, Excel, PowerPoint, CSS3, Wordpress, GoDaddy, Email addresses setup, Photoshop, Fireworks, Finance, Hardware Troubleshooting, Microsoft Excel

Education
California State University-Long Beach - College of Business Administration   2008 — 2011
MBA, Finance

California State University-Long Beach   1995 — 2000
BA, Illustration

Long Beach City College   1993 — 1995
AS, Architecture

Samantha K Samantha K Greater Los Angeles Area Details
Samantha K's MullinTBG Experience June 2010 - March 2013
Job
Industry Design
Experience
InfoGraphicArts   April 2009 - Present
MullinTBG   June 2010 - March 2013
West Valley Warner Center Chamber of Commerce   August 2008 - March 2009
Symantec  March 2006 - August 2008
The Kiradjian Group/CCRA   May 2004 - March 2006
Dr Richard Schulze   March 2003 - May 2004
Zurich Financial Services  July 2000 - January 2003
Cushman & Wakefield  December 1997 - June 2000
Credit Suisse First Boston  July 1994 - September 1996
Ktech Systems Group   October 1988 - June 1994

Skills
Storyboarding, Art, Illustration, Illustrator, Drawing, Photoshop, Digital Art, Character Design, Digital Illustration, Fashion Illustration, Editorial Illustration, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Fundraising, Marketing Research, Internet Research, Online Research, Competitive Analysis, Competitive Intelligence, Executives, High Net Worth..., Presentation Preparation, Board Presentations, Event Planning, Research, Special Events, Salesforce.com, Travel, Hoovers, Graphic Design, Social Networking, Marketing, Microsoft Office, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Advertising, Brand Development, Adobe Creative Suite, Start-ups, Project Management, Facebook, Online Marketing, Management, Public Relations, Newsletters, WordPress

Education
Academy of Art University   2009 — 2013
Illustration, Storyboarding, Graphic Design, Consumer Product Design

City University of New York-Brooklyn College   1988 — 1992

John Jay High School   1985 — 1988

Berkeley Carroll Street School   1983 — 1985

Jacob Petty Jacob Petty Greater Los Angeles Area Details
Jacob Petty's MullinTBG Experience April 2012 - October 2013
Job Technical Analyst (Temp) at Lockton Companies
Industry Banking
Experience
Lockton Companies  September 2014 - Present
East West Bank  October 2013 - June 2014
MullinTBG   April 2012 - October 2013
Clark Consulting  June 2010 - December 2011
TD Ameritrade  2006 - 2010

Skills
Financial Risk, Financial Services, 401k, Retirement, Series 6, Insurance, Series 63, Employee Benefits, Series 7, Risk Management, Benefits Administration

Education
University of North Texas   2003 — 2006
BBA, Economics

University of North Texas   2003 — 2006
BACHELOR of BUSINESS ADMINISTRATION, ECONOMICS

John Sanford John Sanford Santa Barbara, California Area Details
John Sanford's MullinTBG Experience April 1995 - April 2013
Job Principal at Mullin Barens Sanford
Industry Financial Services
Experience
Mullin Barens Sanford   April 2013 - Present
MullinTBG   April 1995 - April 2013
MetLife's Specialized Benefit Resources   2003 - 2005
Connecticut Mutual Life Insurance Company  1992 - 1993
Corporate Compensation Plans, Inc.   1989 - 1992
MCG Los Angeles   1986 - 1989

Skills
Employee Benefits, Retirement, Executive Pay, 401k, Disability Insurance, Deferred Compensation, ERISA, Pensions, Retirement Planning, Life Insurance, Defined Benefit, Insurance

Education
Brigham Young University

Pepperdine University, The George L. Graziadio School of Business and Management

Anna Galej Anna Galej Greater Chicago Area Details
Anna Galej's MullinTBG Experience 2007 - 2008
Job Accountant at Golub & Company
Industry Real Estate
Experience
Golub & Company  AccountantMullinTBG2007 - 2008
MullinTBG   2007 - 2008
MullinTBG   2007 - 2008
MullinTBG   2007 - 2008
MullinTBG   2007 - 2008

Education
Dominican University   2003 — 2007
Business Administration, Finance

Livia Baran Livia Baran Greater Chicago Area Details
Livia Baran's MullinTBG Experience September 2003 - February 2009
Job Professional Executive Assistant
Industry Pharmaceuticals
Experience
Abbott Laboratories  August 2009 - Present
MullinTBG   September 2003 - February 2009
Baxter Healthcare Corporation  August 1999 - August 2003
Burlington Northern Santa Fe Railway  April 1993 - July 1999

Education
Northeastern Illinois University
BA, Speech and Performing Arts

Agnes Fafrowicz, MBA Agnes Fafrowicz, MBA Greater Chicago Area Details
Agnes Fafrowicz, MBA's MullinTBG Experience 2000 - 2006
Job Realtor at Weichert RealtorsMcKee Real Estate
Industry Human Resources
Experience
Weichert Realtors-McKee Real Estate   May 2015 - Present
Mercer  September 2012 - September 2014
Walgreens  May 2010 - September 2012
Walgreens  September 2009 - April 2010
MullinTBG   2000 - 2006

Skills
Employee Benefits, Microsoft Excel, Customer Service, Benefits Administration, Leadership, Management, Human Resources, Strategic Planning, Training, Employee Relations, Microsoft Word, Performance Appraisal, PowerPoint, Administration, Lotus Notes, Outlook, Software Documentation, Databases, Access

Education
Keller Graduate School of Management of DeVry University   2006 — 2008
MBA, Business/HR

Tuan Ho Tuan Ho Los Angeles, California Details
Tuan Ho's MullinTBG Experience September 2011 - September 2013
Job Business Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group  September 2013 - Present
MullinTBG   September 2011 - September 2013
MullinTBG   March 2007 - September 2011
TBG Financial  October 2001 - March 2007

Skills
Financial Services, Business Analysis, Financial Analysis, Insurance, Investments, Visio, Securities, Mutual Funds, Asset Management, Retirement, Microsoft Excel, Project Management, Series 7, Business Process..., Series 63, Life Insurance, Employee Benefits

Education
UCLA   1994 — 1999
Bachelor of Science (B.S.), Biology

Vanessa De La Cruz Vanessa De La Cruz Greater Los Angeles Area Details
Vanessa De La Cruz's MullinTBG Experience March 2012 - July 2013
Job Retail Delivery at First Financial Credit Union
Industry Banking
Experience
First Financial Credit Union  September 2014 - Present
Anderson Financial Management Group   July 2013 - September 2014
MullinTBG   March 2012 - July 2013
Chamberlain Group  December 2009 - March 2012
Empaxis Data Management, LLC   June 2007 - December 2009
Glencrest Investment Advisors, Inc.,   2006 - 2007
Glencrest Investment Advisors, Inc.,   2004 - 2006

Skills
CRM, Investments

Education
California State University-Los Angeles   2009 — 2011
BS, Finance

Lenny Novikov Lenny Novikov Greater Los Angeles Area Details
Lenny Novikov's MullinTBG Experience ManagerTBG Financial2001 - 2005
Job Manager at MullinTBG
Industry Financial Services
Experience
MullinTBG   ManagerTBG Financial2001 - 2005

Education
Augsburg College

Suzanne Meyer Suzanne Meyer Greater Chicago Area Details
Suzanne Meyer's MullinTBG Experience July 1994 - August 2008
Job Vice President, Client Analytics at BFB (BurnsFazzi, Brock & Associates)
Industry Financial Services
Experience
BFB (Burns-Fazzi, Brock & Associates)   May 2014 - Present
Executive Compensation Solutions   August 2008 - May 2014
MullinTBG   July 1994 - August 2008

Skills
Nonqualified Executive..., Financial Analysis, Retirement Planning, Business Strategy, Budgets, Internet Research, Microsoft Excel, Access, NASD Series 7 License, NASD Series 6 License, Illinois Insurance..., Certified Employee...

Education
Marquette University   1977 — 1982
BS, Mathematics

Donald Fittsgill Donald Fittsgill Dallas/Fort Worth Area Details
Donald Fittsgill's MullinTBG Experience September 2013 - March 2015
Job Voice Over Artist
Industry Financial Services
Experience
Freelance Voice-Over Talent  April 2015 - Present
MullinTBG   September 2013 - March 2015
Edward Jones  August 2012 - September 2013
The Super Scooper Company   September 2011 - September 2012
Clark Consulting  January 2007 - December 2011
TD Ameritrade Holding Corporation   August 2002 - June 2007
TD Ameritrade Holding Corporation   August 2002 - June 2007
Ameritrade Holding Company   August 2002 - June 2007
TD Ameritrade Holding Corporation   August 2002 - June 2007

Skills
Series 7, Series 63, Series 66, Life, Health, and..., Mutual Funds, Uniform Combined State..., Insurance, Finance, Equities, Employee Benefits, Retirement, Retirement Planning, Analysis, 401k, Investments, Financial Risk, Options, Management, Financial Services

Education
Texas Tech University   1997 — 2002
B.A., Finance

Crowley High School

Todd Shute Todd Shute Greater Los Angeles Area Details
Todd Shute's MullinTBG Experience June 1998 - April 2006
Job Graphic Designer at True Religion Brand Jeans
Industry Apparel & Fashion
Experience
True Religion Brand Jeans  March 2010 - Present
MullinTBG   June 1998 - April 2006

Skills
Employee Benefits, Trend Analysis, Styling, Textiles, Trend, Tech Packs, Management, Sportswear, Customer Service, Fashion Design, Graphic Design, Apparel, Fashion, Fashion Illustration, Technical Design, Visual Merchandising, Knitwear, Sewing, Wovens, Footwear, Denim, Merchandising, Outerwear, Fit, Sketching

Education
Fashion Institute of Design & Merchandising   2006 — 2008
Associates, Product Development

Jake McDermott Jake McDermott Greater Los Angeles Area Details
Jake McDermott's MullinTBG Experience June 2013 - Present
Job Los Angeles
Industry Financial Services
Experience
MullinTBG   June 2013 - Present
Wells Fargo  January 2012 - June 2013
True Religion Brand Jeans  September 2011 - June 2013
Otis College of Art and Design  August 2011 - January 2012
US Bank  July 2010 - July 2011

Skills
Loans, Credit, Credit Analysis, Consumer Lending, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Retail Banking, Loan Origination, Mortgage Lending, Portfolio Management, Financial Analysis, Cross Selling, Cash Management, Treasury Management, Investments, Home Equity Loans, Credit Risk

Education
Kansas State University   2005 — 2010
Bachelor of Science (B.S.), Finance

University of Economics, Prague   2007 — 2007
International Business

Hanan Schoenfeld Hanan Schoenfeld Greater Los Angeles Area Details
Hanan Schoenfeld's MullinTBG Experience May 2008 - Present
Job Benefits Administrator/Account Manager at MullinTBG
Industry Financial Services
Experience
MullinTBG   May 2008 - Present
AIG/SunAmerica Life   January 1997 - October 2002
SCPIE(currently Doctors' Co)   November 1986 - May 1996

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking

Education
California State University-Northridge   1983 — 1985
Business Administration and Management, General

Santa Monica College   1981 — 1983
Transfer credits

Ola harrison Ola harrison Greater Los Angeles Area Details
Ola harrison's MullinTBG Experience September 2012 - January 2013
Job Funding Analyst at MullinTBG
Industry Banking
Experience
IBISWorld  January 2013 - March 2014
MullinTBG   September 2012 - January 2013
CallSource  November 2011 - July 2012
Loyola Marymount University  2011 - 2012

Skills
VBA, Microsoft Excel, Financial Analysis, Credit, Strategic Financial...

Education
Loyola Marymount University   2007 — 2011
Bachelor's of Science, Economics

Bellarmine College Preparatory   2004 — 2007
Diploma

James Yum James Yum Greater Los Angeles Area Details
James Yum's MullinTBG Experience February 2012 - October 2013
Job Investment Analyst at MullinTBG Advisors
Industry Financial Services
Experience
MullinTBG Advisors   October 2013 - Present
MullinTBG   February 2012 - October 2013
Merrill Lynch  April 2011 - June 2011

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Insurance, Management, CRM, Investments, Marketing, Sales, Outlook, Data Entry, Human Resources, Finance, Market Research

Education
University of California, Riverside - A. Gary Anderson Graduate School of Management   2007 — 2011
Bachelor of Science (BS), Finance

Michael D. Palmer, MPA Michael D. Palmer, MPA Greater Los Angeles Area Details
Michael D. Palmer, MPA's MullinTBG Experience December 2012 - August 2013
Job Benefits Administrator at MullinTBG
Industry Financial Services
Experience
MullinTBG   December 2012 - August 2013
Pamala's Playstation Family Child Care   November 2006 - December 2012
Pamala's Playstation Family Childcare   July 2003 - November 2006
Staples  October 2000 - July 2003
Staples  October 1999 - October 2000

Skills
Access, Microsoft Excel, MS Excel Pivot Tables, Vlookup, Microsoft Word, Microsoft Office, Cash Value Reports, Reallocation Reports, Internal Audit, Financial Analysis, Financial Reporting, Financial Accounting, Training, Program Management, Budgets, Forecasting, Policy, Strategic Planning, Customer Service, Coaching, Sales, Accounts Payable, Accounting, Accounts Receivable, Process Scheduler, PowerPoint, Public Policy

Education
California State University-San Bernardino - College of Business and Public Administration   2008 — 2010
Masters, Public Administration

California State University   2005 — 2010
Master's, Public Administration

California State University, California   2005 — 2007
BA, Business Administration w/ Finance Concentration

California State University-San Bernardino - College of Business and Public Administration   2005 — 2007
Bachelors, Finance

El Camino College   2001 — 2003
Associate of Science (A.S.), Fire Science/Fire-fighting

Joanne Lau Joanne Lau Greater Los Angeles Area Details
Joanne Lau's MullinTBG Experience September 2013 - Present
Job Senior Funding Analyst at MullinTBG
Industry Investment Management
Experience
MullinTBG   September 2013 - Present
Alpert & Alpert   December 2012 - September 2013
San Gabriel Valley Management Corporation   September 2011 - December 2012
Scripps Kensington   July 2008 - September 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Cantonese, Research, Project Management, Advertising, Social Media, Time Management, QuickBooks, Data Analysis, Facebook, Microsoft Word, Outlook, Investments, Social Media Marketing

Education
University of California, Riverside   2007 — 2011
Bachelor of Science, Business Administration: Financial Economics

Olivia Lin Olivia Lin Dallas, Texas Details
Olivia Lin's MullinTBG Experience September 2013 - Present
Job Benefits Administrator at MullinTBG
Industry Financial Services
Experience
MullinTBG   September 2013 - Present
The Freeman Company  March 2013 - August 2013
Clark Consulting  2008 - 2011

Education
The University of Texas at Dallas   2006 — 2008
B.S., Finance

Laura K Pope Laura K Pope Edwardsville, Illinois Details
Laura K Pope's MullinTBG Experience November 2013 - February 2014
Job Director Client Satisfaction at MullinTBG, a Prudential Financial company
Industry Nonprofit Organization Management
Experience
MullinTBG, a Prudential Financial company  August 2014 - Present
MullinTBG   November 2013 - February 2014
The Fulfillment Fund   August 2012 - November 2013
United Way of Greater Los Angeles  September 2008 - August 2012
Clark Consulting  August 1999 - September 2008

Skills
Relationship Management..., Non-Qualified Deferred..., Insurance, Retirement Benefits, Analysis, Public Speaking, Customer Service, CRM, Strategic Planning, Community Development, Event Management, Grant Writing, Board Development, Budgets, Account Management, Staff Development, Social Media, Corporate Communications, Data Analysis, Public Policy, Annual Giving, Program Evaluation, Employee Benefits

Education
Southern Illinois University, Edwardsville   1982 — 1986
Bachelor of Science (BS), Economics

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