NWF Advisory

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NWF Advisory Employees

Employee
Years
Job
Industry
Haoyang cui Haoyang cui New York, New York Details
Haoyang cui's NWF Advisory Experience July 2013 - October 2013
Job M.S Operations Research student at Columbia University
Industry Financial Services
Experience
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

Zack Roman Zack Roman Los Angeles, California Details
Zack Roman's NWF Advisory Experience January 2012 - February 2012
Job Manager of Finance at Gaumont International Television
Industry Entertainment
Experience
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

Daniel Yasharel MSFS CFP® Daniel Yasharel MSFS CFP® Greater Los Angeles Area Details
Daniel Yasharel MSFS CFP®'s NWF Advisory Experience October 1994 - Present
Job Senior Vice President at NWF Advisory Group
Industry Financial Services
Experience
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

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John R. Phillips, CLU, CFP, ChFC John R. Phillips, CLU, CFP, ChFC Los Angeles, California Details
John R. Phillips, CLU, CFP, ChFC's NWF Advisory Experience December 2011 - June 2013
Job Vice President, Senior Product Manager, Insurance Solutions, Bank of the West
Industry Financial Services
Experience
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

Cyndee K Kahn, CRPC®, MBA Cyndee K Kahn, CRPC®, MBA Greater Los Angeles Area Details
Cyndee K Kahn, CRPC®, MBA's NWF Advisory Experience April 2009 - May 2014
Job Chartered Retirement Planning CounselorSM
Industry Financial Services
Experience
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

Shehab Mohammad Shehab Mohammad Greater Los Angeles Area Details
Shehab Mohammad's NWF Advisory Experience July 2007 - Present
Job President, NWF Advisory
Industry Financial Services
Experience
NWF Advisory   July 2007 - Present

Education
University of California, Los Angeles

Jolene Garat Jolene Garat Greater Los Angeles Area Details
Jolene Garat's NWF Advisory Experience June 2013 - Present
Job Client Services Manager at NWF Advisory
Industry Legal Services
Experience
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

Brandon Dixon- James, CFP Brandon Dixon- James, CFP Greater Los Angeles Area Details
Brandon Dixon- James, CFP's NWF Advisory Experience January 2013 - Present
Job CERTIFIED FINANCIAL PLANNER (TM) Professional, NWF Advisory
Industry Financial Services
Experience
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

Heather Scully Heather Scully Newbury Park, California Details
Heather Scully's NWF Advisory Experience September 2012 - Present
Job Chief Compliance Officer/Vice President
Industry Financial Services
Experience
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

Ezgi Sert Ezgi Sert Los Angeles, California Details
Ezgi Sert's NWF Advisory Experience February 2011 - June 2011
Job Accounting Manager
Industry Logistics and Supply Chain
Experience
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