NWF Advisory
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11 NWF Advisory employees in database. Find out everything there's to know about NWF Advisory 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.
NWF Advisory Employees
China Construction Bank December 2013 - February 2014
NWF Advisory July 2013 - October 2013
Deloitte China July 2012 - August 2012
Skills
Corporate Strategy,, Microsoft Office, Research, Matlab, Mathematica, Chinese, Statistics
Education
Columbia Engineering 2014 — 2015
Master's Degree, Operations Research
Rensselaer Polytechnic Institute 2009 — 2013
Bachelor's Degree, Mathematics and Business Management
Gaumont International Television September 2013 - Present
Creative Artists Agency November 2012 - September 2013
Southern Maryland Vocational Institutes January 2012 - March 2012
NWF Advisory January 2012 - February 2012
Flashbulb Entertainment, LLC October 2010 - August 2011
Film Stories Festival January 2011 - June 2011
Giovanni's Pizza, Isla Vista November 2009 - June 2011
Skills
Organizational..., Attention To Detail, Team Management, Professional and..., Strong Writing Abilities, Common Sense, Microsoft Word, Excel,..., 100+ WPM Typing, Conversational Spanish, Sense of Humor, Leadership, Marketing, Fundraising, Event Planning, Management, Accounting, Nonprofits, Customer Service, Accounts Receivable, CRM, Microsoft Office
Education
UC Santa Barbara 2008 — 2011
Bachelor of Arts, Economics/Accounting
San Clemente High School 2004 — 2008
NWF Advisory October 1994 - Present
Royal Allicance Associates October 1994 - Present
Skills
Financial Services, Retirement Planning, Retirement, Fixed Annuities, Long-term Care, Investment Advisory, IRAs, Wealth Management, Strategic Financial..., Estate Planning, Insurance, Disability Insurance, Investments, Series 7, Asset Allocation, 401k, Mutual Funds, Financial Advisory, Investment Strategies, Roth IRA
Education
The American College
Master of Science, Financial Services
ettefagh
Bank of the West June 2013 - Present
The ASA Group April 2012 - June 2013
NWF Advisory December 2011 - June 2013
The Hartford May 2001 - December 2011
Minnesota Life, Tax & Financial Group June 1994 - April 2001
Skills
Financial Advisory, Retirement Planning, Insurance, Wealth Management, Life Insurance, Series 7, Strategic Financial..., Securities, Investments, Portfolio Management, Financial Services, Finance, Financial Planning, Banking, Management, Mutual Funds, Series 63
Education
UCLA 1975 — 1978
Bachelor of Arts (B.A.), Political Science
Voya Financial Advisors May 2014 - Present
Kahn Financial Planning March 2007 - Present
NWF Advisory April 2009 - May 2014
Taproot Foundation August 2010 - February 2011
TCW Group January 2004 - February 2007
TCW Group January 1998 - January 2004
TCW Group September 1991 - January 1998
Investment Management Group January 1984 - January 1991
Skills
Financial Planning, Series 65, Estate Planning, Asset Allocation, 401k, Investment Advisory, Series 63, Retirement, Wealth Management, Alternative Investments, Fixed Income, Investment Management, Insurance, Risk Management, Private Equity, Employee Benefits, Hedge Funds, Long-term Care, Portfolio Management, Series 7, Financial Advisory, Life Insurance, Asset Management, Mutual Funds, Equities, Strategy, Securities, Finance, Strategic Financial..., Investment Strategies, Financial Services, Retirement Planning, Investments
Education
University of California, Los Angeles 2006 — 2009
PFP, Personal Financial Planning
Pepperdine University 1977 — 1979
MBA
University of California Los Angeles 1967 — 1971
BA, Art History
NWF Advisory July 2007 - Present
Education
University of California, Los Angeles
NWF Advisory June 2013 - Present
Winer and McKenna, LLP February 2011 - June 2013
Private Wealth Solutions September 2008 - February 2011
Barry Bartholomew & Associates 1991 - 2003
Hughes Aircraft Company 1986 - 1991
Skills
Litigation Support, Westlaw, Paralegals, Legal Assistance, Executive Level..., MS Word, Microsoft Excel, Typing, Filing, Trial Exhibits, Customer Service, Phone Etiquette, Phone Screening, Litigation, Commercial Litigation, Lexis, Wordperfect, Document Review, Pleadings, Civil Litigation, Depositions, Legal Research, Trials, Office Management, CaseMap, Personal Injury, Legal Documents, PACER, Trial Practice, Legal Compliance, Product Liability, Corporate Law, Document Drafting, Microsoft Word
Education
University of La Verne 1994 — 1996
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 4.0
University of California, Los Angeles 1990 — 1991
ABA Certification, Paralegal
Pierce College 1986 — 1990
Associate's degree, Sociology
NWF Advisory January 2013 - Present
Chase Investment Services Corporation January 2010 - January 2013
Citi August 2008 - January 2010
Washington Mutual, Inc. January 2007 - August 2008
Prudential Financial May 2004 - January 2007
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Estate Planning, Insurance, Financial Services, Wealth, Asset Allocation, Finance, Investment Advisory, Financial Advisory, Financial Planning, Series 63, Portfolio Management, Management, Investment Strategies
Education
University of California, Los Angeles 2013 — 2014
Personal Financial Planner Certificate
California State University-Fresno 1998 — 2004
Bachelor of Science, Finance
NWF Advisory September 2012 - Present
NWF Advisory September 1998 - October 2004
Skills
Securities, Series 7, Mutual Funds, Financial Services, Investments, Investment Advisory, Estate Planning, Wealth Management, Asset Management, Insurance, Retirement Planning, Strategic Financial..., Financial Advisory, Retirement, 401k
Education
Loyola Marymount University
Bachelor of Science (B.S.), Business Administration, Management and Operations
Norbert Dentressangle France June 2011 - November 2014
NWF Advisory February 2011 - June 2011
Koc Finansman A.S. 2006 - 2006
The Banks Association of Turkey 2005 - 2005
MAB Insurance 2004 - 2004
Anadolu Sigorta 2003 - 2004
Skills
Financial Audits, Financial Reporting, International Business, Bank Reconciliation, Internal Controls, Financial Analysis, Budgets, Accounting, International..., Alternative Investments, Business Ethics, Corporate Finance
Education
University of California, Los Angeles 2009 — 2011
Certificate in Finance with Concentration in Corporate Finance
Marmara Üniversitesi 2001 — 2006
Bachelor's Degree, Administrative Science, Economics