MullinTBG Company
Industry: Insurance company
DescriptionHeadquarters: El Segundo, CA Founded: 2006 Parent organizations: MC Insurance Agency Services LLC, Subsidiary: Mullin TBG Advisory Services LLC
MullinTBG List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MullinTBG. You can filter them based on skills, years of employment, job, education, department, and prior employment.
MullinTBG Salaries. You can even request information on how much does MullinTBG pay if you want to. Learn about salaries, pros and cons of working for MullinTBG directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
126 MullinTBG employees in database. Find out everything there's to know about MullinTBG employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
MullinTBG Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
MullinTBG VP - Client Relationship ManagerMullinTBG1989 - Present
Education
California State University-Northridge 1980 — 1985
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
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
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
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
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
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
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
MullinTBG July 2001 - Present
Education
University at Albany, SUNY 1980 — 1984
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
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
MullinTBG October 1998 - Present
Skills
Insurance
Education
Stanford University 1982 — 1986
Heartland Pacific Group December 2010 - Present
MullinTBG April 2002 - July 2010
Education
University of Southern California
Loyola High School of Los Angeles
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
Guggenheim Partners September 2011 - Present
MullinTBG October 2002 - September 2011
Education
University of California, San Diego 1994 — 1999
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
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
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
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
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
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
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
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
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
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
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
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
Golub & Company AccountantMullinTBG2007 - 2008
MullinTBG 2007 - 2008
MullinTBG 2007 - 2008
MullinTBG 2007 - 2008
MullinTBG 2007 - 2008
Education
Dominican University 2003 — 2007
Business Administration, Finance
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
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
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
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
MullinTBG ManagerTBG Financial2001 - 2005
Education
Augsburg College
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
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
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
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
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
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
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
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
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
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
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