Newport Advisory, LLC
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Newport Advisory, LLC Employees
China Merchants Wealth June 2013 - July 2013
Newport Advisory, LLC June 2012 - August 2012
Guotai Junan Securities Co., Ltd June 2011 - July 2011
Amway July 2010 - August 2010
China Merchants Bank May 2010 - July 2010
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (MS), Finance, General
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (BS), Economics
Newport Advisory, LLC June 2012 - Present
FutureNest 1998 - June 2012
Huff & Marshall, CPAs 1986 - 1998
Sequoia Information Systems (SIS) 1994 - 1996
Becker CPA Review 1986 - 1991
Deloitte Consulting 1984 - 1986
State of California, Franchise Tax Board 1981 - 1984
Skills
Retirement, Insurance, Estate Planning, Finance, Financial Planners, Financial Advisory, Investments, Fixed Annuities, Tax, Financial Services, Accounting, Financial Accounting, CPA, Long-term Care, Financial Statements, Investment Management, Strategic Financial..., Personal Finance, Investment Advisory, 401k
Education
Cal Poly San Luis Obispo
Bachelor of Science, Business Administration/Accounting
Golden Gate University
Masters of Science, Business taxation
Newport Advisory, LLC March 2007 - Present
Duerr Financial 2004 - February 2007
Wealth Strategies Group - Costa Mesa 2001 - 2004
American Express Financial Advisors 1999 - 2001
Education
California State University-Long Beach 1995 — 1997
BS, Political Science
Marina High School 1987 — 1991
HS Diploma, General
Newport Advisory, LLC September 2015 - Present
Raeken November 2014 - Present
Newport Advisory, LLC June 2014 - August 2015
United States Marine Corps June 2009 - May 2015
Newport Advisory, LLC July 2012 - May 2014
Cambridge Investment Research July 2011 - May 2012
Action Property Management June 2008 - August 2008
Education
Chapman University 2011 — 2014
Bachelor's Degree, BS in Economics
Saddleback College 2010 — 2011
Matthews Retail Advisors June 2015 - Present
Newport Advisory, LLC February 2014 - August 2014
California's Great America March 2013 - August 2013
Skills
Morningstar Cambridge..., Model Portfolios, Microsoft Office, Team Management, Economic Development, Time Management, Social Networking, Client Relations Skills
Education
Chapman University 2012 — 2016
Bachelor's Degree, Business/Managerial Economics, Junior
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2016
Bachelor's Degree, Business/Managerial Economics, Junior
Newport Advisory, LLC November 2011 - Present
Charles Kasner Financial 2005 - 2011
AXA Advisors 2003 - 2005
Comarco Wireless Technologies 2001 - 2002
Powerwave Technologies 1999 - 2001
Harris Corporation 1997 - 1999
Nortel Networks 1989 - 1997
Skills
Wealth Management, Portfolio Management, Financial Planning, Insurance, Finance, Investments, Retirement Planning, Business Development, Market Research, Product Marketing, Strategic Planning, Wireless Broadband, Systems Engineering, Securities, Executive Management, Retirement
Education
McGill University 1980 — 1983
Bachelor of Engineering (B.Eng.), Electrical Engineering
Vanier College 1977 — 1979
DCS, Health Sciences
Newport Advisory, LLC September 2001 - Present
UC Berkeley Personal Financial Planning Program August 2006 - Present
Achex Inc. April 1999 - July 2001
IncuBay LLC April 1999 - March 2001
Accenture LLC December 1995 - March 1999
Wells Fargo & Co. August 1989 - December 1995
Skills
Investments, Strategic Financial..., Wealth Management, Strategy, Financial Services, Business Strategy, Investment Management, Portfolio Management, Financial Advisory, Finance, Entrepreneurship, Management Consulting, Start-ups, Employee Benefits, Asset Management, Strategic Planning, Securities, Capital Markets, Business Planning, Due Diligence, Analysis, Valuation, Product Management, Mergers & Acquisitions, Corporate Finance, Investment Strategies, Investment Advisory, Venture Capital, Hedge Funds, Financial Planning, Asset Managment, Financial Modeling, Executive Management, Mutual Funds, Business Process..., Management, E-commerce, Private Equity, Economics, Analytics, Risk Management, Investment Banking, Strategy Development, Business Analysis, Strategic Consulting, Corporate Development, Financial Analysis, Consulting, Equities, Competitive Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1995
M.B.A., Finance
University of California, Berkeley 1984 — 1989
B.A., International Political Economy
G. A. Repple & Company May 2012 - Present
Newport Advisory, LLC June 2011 - May 2012
Strongtower Financial May 2009 - June 2011
Morgan Stanley January 2000 - May 2009
Education
UCI 1988 — 1993