Navion Financial Advisors, LLC
Description
Address: 355 2nd St B, Davis, CA 95616 Hours: Closed ⋅ Opens 8:30AM Fri Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (530) 297-7441Category: : : Place name: : : : Website: : Website: http://www.nfadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Navion Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Navion Financial Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Navion Financial Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Navion Financial Advisors, LLC Employees
Employee
Years
Job
Industry
Albert Wong Albert Wong's Navion Financial Advisors, LLC Experience October 2010 - June 2011
Job Analyst, Client Delivery at Argus Information and Advisory Services
Industry Financial Services
Experience
Argus Information and Advisory Services September 2013 - Present
International Leadership Foundation June 2012 - August 2012
U.S. Department of Commerce June 2011 - August 2011
Navion Financial Advisors, LLC October 2010 - June 2011
Morgan Stanley Smith Barney January 2011 - March 2011
Industrial Bank August 2010 - September 2010
Best Western International June 2008 - July 2008
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Analysis, Finance, Economics, Analytics, Business Analysis, Microsoft Office, Chinese, Accounting, Technical Analysis, Data Analysis, SQL, Microsoft SQL Server, Data Mining, Market Research, Microsoft Word, Budgeting, Quantitative Analysis, Word, Excel, Building Strategic..., Databases, Business Strategy, Consumer Financing, Credit Cards, Strategy
Education
University of Virginia 2012 — 2013
Master of Science in Commerce, Marketing and Management
University of California, Davis 2009 — 2012
Bachelors of Science, Managerial Economics
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Education Abroad Program, Management
Beijing Normal University 2010 — 2010
Study Abroad, Chinese
Argus Information and Advisory Services September 2013 - Present
International Leadership Foundation June 2012 - August 2012
U.S. Department of Commerce June 2011 - August 2011
Navion Financial Advisors, LLC October 2010 - June 2011
Morgan Stanley Smith Barney January 2011 - March 2011
Industrial Bank August 2010 - September 2010
Best Western International June 2008 - July 2008
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Analysis, Finance, Economics, Analytics, Business Analysis, Microsoft Office, Chinese, Accounting, Technical Analysis, Data Analysis, SQL, Microsoft SQL Server, Data Mining, Market Research, Microsoft Word, Budgeting, Quantitative Analysis, Word, Excel, Building Strategic..., Databases, Business Strategy, Consumer Financing, Credit Cards, Strategy
Education
University of Virginia 2012 — 2013
Master of Science in Commerce, Marketing and Management
University of California, Davis 2009 — 2012
Bachelors of Science, Managerial Economics
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Education Abroad Program, Management
Beijing Normal University 2010 — 2010
Study Abroad, Chinese
Vaibhav Hebbal Vaibhav Hebbal's Navion Financial Advisors, LLC Experience September 2010 - June 2011
Job Financial Analyst at Western Union
Industry Computer Networking
Experience
Cisco September 2013 - June 2015
Navion Financial Advisors, LLC September 2010 - June 2011
Arasan Chip Systems Inc., June 2010 - August 2010
Skills
Market Research, Microsoft Word, QuickBooks, Analysis, Risk Management, Dorsey Wright, NetSuite, Morningstar, Financial Analysis, Financial Modeling, Data Analysis, Presentation Development, Project Management, Finance, Financial Statements, Budgets, Forecasting, Management, Payroll
Education
California Lutheran University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Cisco September 2013 - June 2015
Navion Financial Advisors, LLC September 2010 - June 2011
Arasan Chip Systems Inc., June 2010 - August 2010
Skills
Market Research, Microsoft Word, QuickBooks, Analysis, Risk Management, Dorsey Wright, NetSuite, Morningstar, Financial Analysis, Financial Modeling, Data Analysis, Presentation Development, Project Management, Finance, Financial Statements, Budgets, Forecasting, Management, Payroll
Education
California Lutheran University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Samuel Hirsch, CPA Samuel Hirsch, CPA's Navion Financial Advisors, LLC Experience August 2011 - October 2011
Job Senior Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte July 2013 - Present
Deloitte June 2012 - August 2012
Associated Students of UC Davis April 2011 - March 2012
Navion Financial Advisors, LLC August 2011 - October 2011
UC Davis Student Housing April 2010 - September 2011
Skills
Financial Analysis, Finance, Accounting, Tax, Financial Modeling
Education
University of California, Davis 2009 — 2013
B.S., Managerial Economics
Deloitte July 2013 - Present
Deloitte June 2012 - August 2012
Associated Students of UC Davis April 2011 - March 2012
Navion Financial Advisors, LLC August 2011 - October 2011
UC Davis Student Housing April 2010 - September 2011
Skills
Financial Analysis, Finance, Accounting, Tax, Financial Modeling
Education
University of California, Davis 2009 — 2013
B.S., Managerial Economics
Keith McCulloch Keith McCulloch's Navion Financial Advisors, LLC Experience 2010 - 2010
Job Strategy and Operations Associate at HP Software
Industry Computer Software
Experience
HP Software February 2015 - Present
Adobe July 2014 - February 2015
Adobe August 2012 - July 2014
State Street Financial Group 2011 - 2011
Navion Financial Advisors, LLC 2010 - 2010
Skills
SAP, Microsoft Excel, PowerPoint, Access, Dreamweaver, SQL, Salesforce.com, Financial Modeling, Financial Analysis, Strategic Thinking, Strategic Financial..., Data Analysis, Marketing, Management, Analytics, R, Business Strategy, Economics, Market Research, Statistics, Research, Finance, Leadership, Competitive Analysis, Analysis, Corporate Finance
Education
University of California, Davis 2007 — 2012
Bachelor of Arts (B.A.), Economics and Philosophy
HP Software February 2015 - Present
Adobe July 2014 - February 2015
Adobe August 2012 - July 2014
State Street Financial Group 2011 - 2011
Navion Financial Advisors, LLC 2010 - 2010
Skills
SAP, Microsoft Excel, PowerPoint, Access, Dreamweaver, SQL, Salesforce.com, Financial Modeling, Financial Analysis, Strategic Thinking, Strategic Financial..., Data Analysis, Marketing, Management, Analytics, R, Business Strategy, Economics, Market Research, Statistics, Research, Finance, Leadership, Competitive Analysis, Analysis, Corporate Finance
Education
University of California, Davis 2007 — 2012
Bachelor of Arts (B.A.), Economics and Philosophy
Ruby Viramontes's Navion Financial Advisors, LLC Experience October 2006 - August 2009
Job Resource Development Coordinator at California Rural Water Association
Industry Program Development
Experience
California Rural Water Association April 2013 - Present
Fong & Fong Printers & Lithographers October 2010 - May 2013
Legacy Wealth Strategies November 2009 - December 2012
University of San Francisco June 2011 - August 2011
Navion Financial Advisors, LLC October 2006 - August 2009
Migrant Education - Continuing Learner Program June 2005 - August 2005
Skills
Knowledge of Stata 11,..., Research, Data Entry, Microsoft Excel, Nonprofits, Training, Invoicing, PowerPoint, Interviews, Spreadsheets, Spanish, Telephone Skills, Grant Writing, Event Planning, Program Management, Public Speaking, Community Outreach, Data Analysis, Strategic Planning, Program Evaluation, Analysis
Education
University of San Francisco 2009 — 2012
Master of Arts (M.A.), International and Development Economics
University of California, Davis 2001 — 2005
Bachelor of Science (B.S.), Managerial Economics
California Rural Water Association April 2013 - Present
Fong & Fong Printers & Lithographers October 2010 - May 2013
Legacy Wealth Strategies November 2009 - December 2012
University of San Francisco June 2011 - August 2011
Navion Financial Advisors, LLC October 2006 - August 2009
Migrant Education - Continuing Learner Program June 2005 - August 2005
Skills
Knowledge of Stata 11,..., Research, Data Entry, Microsoft Excel, Nonprofits, Training, Invoicing, PowerPoint, Interviews, Spreadsheets, Spanish, Telephone Skills, Grant Writing, Event Planning, Program Management, Public Speaking, Community Outreach, Data Analysis, Strategic Planning, Program Evaluation, Analysis
Education
University of San Francisco 2009 — 2012
Master of Arts (M.A.), International and Development Economics
University of California, Davis 2001 — 2005
Bachelor of Science (B.S.), Managerial Economics
Julia Wasielewski Julia Wasielewski's Navion Financial Advisors, LLC Experience October 2014 - June 2015
Job MBA Candidate at University of California, Davis
Industry Biotechnology
Experience
Self-employed private tutor June 2012 - Present
UC Davis March 2014 - Present
Navion Financial Advisors, LLC October 2014 - June 2015
UC Davis January 2014 - March 2014
DuPont Pioneer June 2013 - September 2013
UC Davis June 2012 - June 2013
Skills
DNA extraction, DNA electrophoresis, PCR, Bacterial Culture, Micropipette, Nanodrop, Soil Sampling, Field Work, Aseptic Technique, Report Writing, RNA extraction, cDNA synthesis, ELISA, Bioinformatics
Education
University of California, Davis 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Davis 2011 — 2015
Bachelor of Science (BS), Biotechnology, Minor: Technology Management, Senior
Bella Vista
Bella Vista
Self-employed private tutor June 2012 - Present
UC Davis March 2014 - Present
Navion Financial Advisors, LLC October 2014 - June 2015
UC Davis January 2014 - March 2014
DuPont Pioneer June 2013 - September 2013
UC Davis June 2012 - June 2013
Skills
DNA extraction, DNA electrophoresis, PCR, Bacterial Culture, Micropipette, Nanodrop, Soil Sampling, Field Work, Aseptic Technique, Report Writing, RNA extraction, cDNA synthesis, ELISA, Bioinformatics
Education
University of California, Davis 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Davis 2011 — 2015
Bachelor of Science (BS), Biotechnology, Minor: Technology Management, Senior
Bella Vista
Bella Vista
Mingye May Cai's Navion Financial Advisors, LLC Experience April 2012 - January 2013
Job Undergraduate Researcher at UC Davis
Industry Financial Services
Experience
UC Davis Extension June 2015 - Present
UC Davis January 2014 - January 2015
New World Research Institute July 2013 - September 2013
Georgetown University June 2013 - September 2013
UC Davis Department of Statistics April 2013 - June 2013
Research Training Group at UC Davis January 2013 - June 2013
UC Davis September 2012 - March 2013
Navion Financial Advisors, LLC April 2012 - January 2013
Morgan Stanley October 2012 - December 2012
San Francisco Wellness Initiative March 2009 - January 2010
Skills
Portfolio Management, Financial Analysis, Statistics, Microsoft Excel, Mandarin, PowerPoint, Financial Planners, Microsoft Word, Research, R, Matlab, LaTeX, C language, Gretl, Analysis, Learning Quickly, Social Networking, English, SPSS, Stata, C, Time Series Analysis
Education
University of California, Davis 2015 — 2016
Master's degree, Statistics
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.) Bachelor of Science, Economics, Statistics
Abraham Lincoln High School 2009 — 2011
High school diploma
UC Davis Extension June 2015 - Present
UC Davis January 2014 - January 2015
New World Research Institute July 2013 - September 2013
Georgetown University June 2013 - September 2013
UC Davis Department of Statistics April 2013 - June 2013
Research Training Group at UC Davis January 2013 - June 2013
UC Davis September 2012 - March 2013
Navion Financial Advisors, LLC April 2012 - January 2013
Morgan Stanley October 2012 - December 2012
San Francisco Wellness Initiative March 2009 - January 2010
Skills
Portfolio Management, Financial Analysis, Statistics, Microsoft Excel, Mandarin, PowerPoint, Financial Planners, Microsoft Word, Research, R, Matlab, LaTeX, C language, Gretl, Analysis, Learning Quickly, Social Networking, English, SPSS, Stata, C, Time Series Analysis
Education
University of California, Davis 2015 — 2016
Master's degree, Statistics
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.) Bachelor of Science, Economics, Statistics
Abraham Lincoln High School 2009 — 2011
High school diploma
EdwinYaote Lo EdwinYaote Lo's Navion Financial Advisors, LLC Experience April 2012 - June 2013
Job Attended University of California, Davis
Industry Financial Services
Experience
Navion Financial Advisors, LLC April 2012 - June 2013
Morgan Stanley Wealth Management July 2012 - December 2012
Standard Chartered Bank May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Problem Solving, Microsoft Office, Bilingual, Technical Analysis, Economic Research, Economics, Financial Modeling, Financial Accounting, Fundamental Analysis, Financial Risk, Equity Research, Options Strategies, Trade Operations, Stata
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Economics
College of San Mateo 2009 — 2011
Finance, General
Navion Financial Advisors, LLC April 2012 - June 2013
Morgan Stanley Wealth Management July 2012 - December 2012
Standard Chartered Bank May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Problem Solving, Microsoft Office, Bilingual, Technical Analysis, Economic Research, Economics, Financial Modeling, Financial Accounting, Fundamental Analysis, Financial Risk, Equity Research, Options Strategies, Trade Operations, Stata
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Economics
College of San Mateo 2009 — 2011
Finance, General
Steven Anderson CFP®, PHD Steven Anderson CFP®, PHD's Navion Financial Advisors, LLC Experience November 2008 - Present
Job Certified Financial Planner® with Navion Financial Advisors
Industry Financial Services
Experience
Navion Financial Advisors, LLC November 2008 - Present
Hansen & Associates April 2006 - November 2008
Various June 1997 - April 2006
Education
University of California, Davis 1994 — 2002
PhD
UCSD 1990 — 1992
BS
The University of Chicago 1986 — 1989
Princeton Day School 1973 — 1986
Navion Financial Advisors, LLC November 2008 - Present
Hansen & Associates April 2006 - November 2008
Various June 1997 - April 2006
Education
University of California, Davis 1994 — 2002
PhD
UCSD 1990 — 1992
BS
The University of Chicago 1986 — 1989
Princeton Day School 1973 — 1986
Garrick Chu Garrick Chu's Navion Financial Advisors, LLC Experience February 2010 - August 2010
Job Trade Operations Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2015 - Present
Charles Schwab April 2013 - March 2015
Franklin Templeton Investments January 2011 - March 2013
Navion Financial Advisors, LLC February 2010 - August 2010
Morgan Stanley Financial Training Program March 2009 - August 2010
Morgan Stanley Financial Training Program January 2009 - March 2009
Skills
Portfolio Management, PowerPoint, Outlook, Morningstar, Mutual Funds, BlackRock Aladdin, Bloomberg Terminal, Charles River IMS, MarketAxess, Excel, point & figure charting, Word, tradeweb, Midas
Education
University of California, Davis 2007 — 2010
BA, International Relations - World Trade and Development
University of California, Berkeley 2011 — 2012
Certificate Program of Accounting, Accounting
Charles Schwab March 2015 - Present
Charles Schwab April 2013 - March 2015
Franklin Templeton Investments January 2011 - March 2013
Navion Financial Advisors, LLC February 2010 - August 2010
Morgan Stanley Financial Training Program March 2009 - August 2010
Morgan Stanley Financial Training Program January 2009 - March 2009
Skills
Portfolio Management, PowerPoint, Outlook, Morningstar, Mutual Funds, BlackRock Aladdin, Bloomberg Terminal, Charles River IMS, MarketAxess, Excel, point & figure charting, Word, tradeweb, Midas
Education
University of California, Davis 2007 — 2010
BA, International Relations - World Trade and Development
University of California, Berkeley 2011 — 2012
Certificate Program of Accounting, Accounting
Rachel Ng Rachel Ng's Navion Financial Advisors, LLC Experience March 2011 - June 2011
Job Business / Data Analyst
Industry Internet
Experience
YuMe November 2014 - Present
Space Systems Loral July 2013 - November 2014
IHS June 2012 - September 2012
US Census Bureau July 2011 - September 2011
Navion Financial Advisors, LLC March 2011 - June 2011
Skills
Data Analysis, Econometrics, Stata, Research, Bilingual-Chinese..., R, SAS, Basic French and Spanish, Matlab, Technical Analysis, Morningstar, Time Series Analysis, Linear Regression, Oracle Financial, Oracle E-Business Suite, Corporate Finance, Financial Analysis, Financial Reporting, Cost Accounting, Forecasting, Revenue Recognition, Budgets, SQL, Microsoft Excel
Education
University of California, Santa Barbara 2012 — 2013
Master of Arts (MA), Economics
University of California, Davis 2008 — 2012
Bachelor of Sciences and Arts, Statistics and Economics, Dean's Honors List
Palo Alto High School 2004 — 2008
YuMe November 2014 - Present
Space Systems Loral July 2013 - November 2014
IHS June 2012 - September 2012
US Census Bureau July 2011 - September 2011
Navion Financial Advisors, LLC March 2011 - June 2011
Skills
Data Analysis, Econometrics, Stata, Research, Bilingual-Chinese..., R, SAS, Basic French and Spanish, Matlab, Technical Analysis, Morningstar, Time Series Analysis, Linear Regression, Oracle Financial, Oracle E-Business Suite, Corporate Finance, Financial Analysis, Financial Reporting, Cost Accounting, Forecasting, Revenue Recognition, Budgets, SQL, Microsoft Excel
Education
University of California, Santa Barbara 2012 — 2013
Master of Arts (MA), Economics
University of California, Davis 2008 — 2012
Bachelor of Sciences and Arts, Statistics and Economics, Dean's Honors List
Palo Alto High School 2004 — 2008
Sam Hatamian Sam Hatamian's Navion Financial Advisors, LLC Experience April 2012 - July 2012
Job Recent MS (Statistics) Grad at UC Davis
Industry Higher Education
Experience
UC Davis December 2014 - June 2015
Silicon Valley Bank June 2014 - September 2014
UC Davis September 2010 - June 2014
Silicon Valley Bank June 2012 - August 2012
Navion Financial Advisors, LLC April 2012 - July 2012
UC Davis September 2011 - June 2012
Skills
Data Analysis, Statistics, Databases, Multivariate Statistics, Multivariate Analysis, Time Series Analysis, Bayesian statistics, Mathematical Statistics, Probability Theory, Statistical Computing, SQL, Statistical Modeling, Variance Analysis, Linear Algebra, R
Education
University of California, Davis 2014 — 2015
Masters, Statistics
University of California, Davis 2009 — 2014
Bachelor of Science (B.S.), Managerial Economics and Statistics
UC Davis December 2014 - June 2015
Silicon Valley Bank June 2014 - September 2014
UC Davis September 2010 - June 2014
Silicon Valley Bank June 2012 - August 2012
Navion Financial Advisors, LLC April 2012 - July 2012
UC Davis September 2011 - June 2012
Skills
Data Analysis, Statistics, Databases, Multivariate Statistics, Multivariate Analysis, Time Series Analysis, Bayesian statistics, Mathematical Statistics, Probability Theory, Statistical Computing, SQL, Statistical Modeling, Variance Analysis, Linear Algebra, R
Education
University of California, Davis 2014 — 2015
Masters, Statistics
University of California, Davis 2009 — 2014
Bachelor of Science (B.S.), Managerial Economics and Statistics
Natashia M. Overfield's Navion Financial Advisors, LLC Experience March 2012 - July 2012
Job Technical Recruiter at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek August 2013 - Present
Economics and Business Student Association September 2012 - March 2013
State Street Global Services June 2012 - August 2012
Navion Financial Advisors, LLC March 2012 - July 2012
Economics and Business Student Association January 2012 - June 2012
Elite Dental Concepts Inc. August 2006 - May 2012
Solano Community College January 2011 - May 2011
Skills
Managerial Economics, Applied Economics, Technical Analysis, Fund Accounting, Statistics, Microeconomics, Macroeconomics, Microsoft Office, Word, PowerPoint, Excel, Research, Microsoft Excel, Economics, Recruiting, Leadership, Management, Analysis, Microsoft Word, Resume Writing, Staffing Services, Temporary Placement, Training, Customer Service, Contract Recruitment, Public Speaking, Time Management, Temporary Staffing
Education
University of California, Davis
Bachelors of Science, Managerial Economics
Aerotek August 2013 - Present
Economics and Business Student Association September 2012 - March 2013
State Street Global Services June 2012 - August 2012
Navion Financial Advisors, LLC March 2012 - July 2012
Economics and Business Student Association January 2012 - June 2012
Elite Dental Concepts Inc. August 2006 - May 2012
Solano Community College January 2011 - May 2011
Skills
Managerial Economics, Applied Economics, Technical Analysis, Fund Accounting, Statistics, Microeconomics, Macroeconomics, Microsoft Office, Word, PowerPoint, Excel, Research, Microsoft Excel, Economics, Recruiting, Leadership, Management, Analysis, Microsoft Word, Resume Writing, Staffing Services, Temporary Placement, Training, Customer Service, Contract Recruitment, Public Speaking, Time Management, Temporary Staffing
Education
University of California, Davis
Bachelors of Science, Managerial Economics
Brent Ghan Brent Ghan's Navion Financial Advisors, LLC Experience February 2012 - June 2014
Job Audit Staff Accountant at Armanino LLP
Industry Financial Services
Experience
Armanino LLP September 2015 - Present
Navion Financial Advisors, LLC February 2012 - June 2014
Alpha Epsilon Pi April 2013 - April 2014
Morgan Stanley Wealth Management July 2013 - November 2013
Alpha Epsilon Pi, Chi Delta- UC Davis April 2012 - April 2013
URJ Camp Newman June 2010 - August 2011
Skills
Leadership, Management, Accounting, Investments, Financial Analysis, Project Management, Teamwork, Communication, Microsoft Excel, Event Planning, PowerPoint, Editing, Point and Figure..., Gretl, Microsoft Word, Google Groups, Non-profit Leadership
Education
University of California, Davis - Graduate School of Management 2014 — 2015
Master of Professional Accountancy, Accounting
UC Davis 2010 — 2014
Bachelor of Science (BS), Managerial Economics
Armanino LLP September 2015 - Present
Navion Financial Advisors, LLC February 2012 - June 2014
Alpha Epsilon Pi April 2013 - April 2014
Morgan Stanley Wealth Management July 2013 - November 2013
Alpha Epsilon Pi, Chi Delta- UC Davis April 2012 - April 2013
URJ Camp Newman June 2010 - August 2011
Skills
Leadership, Management, Accounting, Investments, Financial Analysis, Project Management, Teamwork, Communication, Microsoft Excel, Event Planning, PowerPoint, Editing, Point and Figure..., Gretl, Microsoft Word, Google Groups, Non-profit Leadership
Education
University of California, Davis - Graduate School of Management 2014 — 2015
Master of Professional Accountancy, Accounting
UC Davis 2010 — 2014
Bachelor of Science (BS), Managerial Economics
Sarah Taheri's Navion Financial Advisors, LLC Experience February 2010 - August 2010
Job Energy Policy Analyst at SCPPA
Industry Utilities
Experience
Southern California Public Power Authority September 2015 - Present
California Alternative Energy and Advanced Transportation Financing Authority November 2014 - September 2015
California Alternative Energy and Advanced Transportation Financing Authority April 2013 - November 2014
California Energy Commission November 2011 - April 2013
California Energy Commission September 2010 - October 2011
Navion Financial Advisors, LLC February 2010 - August 2010
U.S. Commercial Service May 2009 - October 2009
Cal Aggie Alumni Association May 2008 - April 2009
Sacramento Clean Tech Showcase 2009 - 2009
Yolo Energy Efficiency Project May 2005 - December 2005
Skills
Leadership, Program Management, Public Speaking, Event Planning, Project Management, Renewable Energy, Energy Policy, Policy Analysis, Program Development, Market Research, Energy, Community Outreach
Education
University of California, Davis 2006 — 2010
Dual B.A., Economics, International Relations
Southern California Public Power Authority September 2015 - Present
California Alternative Energy and Advanced Transportation Financing Authority November 2014 - September 2015
California Alternative Energy and Advanced Transportation Financing Authority April 2013 - November 2014
California Energy Commission November 2011 - April 2013
California Energy Commission September 2010 - October 2011
Navion Financial Advisors, LLC February 2010 - August 2010
U.S. Commercial Service May 2009 - October 2009
Cal Aggie Alumni Association May 2008 - April 2009
Sacramento Clean Tech Showcase 2009 - 2009
Yolo Energy Efficiency Project May 2005 - December 2005
Skills
Leadership, Program Management, Public Speaking, Event Planning, Project Management, Renewable Energy, Energy Policy, Policy Analysis, Program Development, Market Research, Energy, Community Outreach
Education
University of California, Davis 2006 — 2010
Dual B.A., Economics, International Relations
Shirley Tsieh's Navion Financial Advisors, LLC Experience February 2010 - June 2011
Job Program Manager, Display at Oracle
Industry Marketing and Advertising
Experience
Oracle April 2015 - Present
Mogo Marketing + Media April 2013 - March 2015
Wells Fargo June 2012 - April 2013
Oracle October 2011 - April 2012
AdRoll.com June 2011 - September 2011
Navion Financial Advisors, LLC February 2010 - June 2011
Morgan Stanley Smith Barney April 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Finance, Portfolio Management, Digital Marketing, Online Advertising, Marketing, Social Networking, Leadership, Sales, Teamwork, Access, Financial Reporting, Risk Management, Time Management, Analysis, Event Planning, Economics, Budgets
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics and Chinese
Oracle April 2015 - Present
Mogo Marketing + Media April 2013 - March 2015
Wells Fargo June 2012 - April 2013
Oracle October 2011 - April 2012
AdRoll.com June 2011 - September 2011
Navion Financial Advisors, LLC February 2010 - June 2011
Morgan Stanley Smith Barney April 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Finance, Portfolio Management, Digital Marketing, Online Advertising, Marketing, Social Networking, Leadership, Sales, Teamwork, Access, Financial Reporting, Risk Management, Time Management, Analysis, Event Planning, Economics, Budgets
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics and Chinese
Krishneel Krishna's Navion Financial Advisors, LLC Experience August 2010 - March 2011
Job Investment Officer at CalPERS
Industry Investment Management
Experience
CalPERS March 2015 - Present
California State Board of Equalization July 2013 - February 2015
State Street July 2011 - June 2013
Securities America Advisors, Inc. September 2010 - March 2011
Navion Financial Advisors, LLC August 2010 - March 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Education
University of California, Davis
Bachelor of Arts, Economics
CalPERS March 2015 - Present
California State Board of Equalization July 2013 - February 2015
State Street July 2011 - June 2013
Securities America Advisors, Inc. September 2010 - March 2011
Navion Financial Advisors, LLC August 2010 - March 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Education
University of California, Davis
Bachelor of Arts, Economics
Sam Ngeru's Navion Financial Advisors, LLC Experience June 2014 - February 2015
Job
Industry Financial Services
Experience
Inductive Automation February 2015 - Present
Navion Financial Advisors, LLC June 2014 - February 2015
Organic Chemistry September 2012 - November 2014
Navion Financial Advisors, LLC March 2013 - June 2014
The Centaur Group January 2012 - June 2014
Carbahal & Company September 2012 - September 2013
Yolo County Farm to Fork March 2012 - March 2013
Morgan Stanley October 2012 - December 2012
Education
University of California, Davis 2009 — 2014
Bachelors of Letters and Science
Inductive Automation February 2015 - Present
Navion Financial Advisors, LLC June 2014 - February 2015
Organic Chemistry September 2012 - November 2014
Navion Financial Advisors, LLC March 2013 - June 2014
The Centaur Group January 2012 - June 2014
Carbahal & Company September 2012 - September 2013
Yolo County Farm to Fork March 2012 - March 2013
Morgan Stanley October 2012 - December 2012
Education
University of California, Davis 2009 — 2014
Bachelors of Letters and Science