Opes Financial Solutions
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Opes Financial Solutions Employees
Employee
Years
Job
Industry
Janet Li Tall Janet Li Tall's Opes Financial Solutions Experience August 2007 - Present
Job Provisional Vice President at OPES Financial Solutions
Industry Financial Services
Experience
Self-employed August 2007 - Present
OPES Financial Solutions August 2007 - Present
Skills
Retirement, 403 b, IRAs, Finance, Entrepreneurship, Wealth Accumulation, 401k Rollovers, Critical Illness, Investments, Leadership, Income Protection, Wealth Management..., High Net Worth..., Retirement Savings, Financial Planners, Holistic Financial..., Financial Services, Leadership Development, Retirement Planning, Asset Protection, Mentoring New Hires, Investment Advisory, Wealth Management, Wealth, College Savings Plans, Business Expansion, Entrepreneurship..., Savings, 401k, Roth IRA, Inheritance Tax Planning, Financial Advisory, Public Speaking, Customer Service, Event Planning, Marketing, Team Building, Social Media, Microsoft Word, Microsoft Office, PowerPoint
Education
Mount Saint Mary's College California
Self-employed August 2007 - Present
OPES Financial Solutions August 2007 - Present
Skills
Retirement, 403 b, IRAs, Finance, Entrepreneurship, Wealth Accumulation, 401k Rollovers, Critical Illness, Investments, Leadership, Income Protection, Wealth Management..., High Net Worth..., Retirement Savings, Financial Planners, Holistic Financial..., Financial Services, Leadership Development, Retirement Planning, Asset Protection, Mentoring New Hires, Investment Advisory, Wealth Management, Wealth, College Savings Plans, Business Expansion, Entrepreneurship..., Savings, 401k, Roth IRA, Inheritance Tax Planning, Financial Advisory, Public Speaking, Customer Service, Event Planning, Marketing, Team Building, Social Media, Microsoft Word, Microsoft Office, PowerPoint
Education
Mount Saint Mary's College California
Bill DeLisle Bill DeLisle's Opes Financial Solutions Experience August 2015 - Present
Job Consultant at The Juice Plus+ Company
Industry Insurance
Experience
OPES Financial Solutions August 2015 - Present
The Juice Plus+ Company July 2014 - Present
Primerica February 2013 - August 2015
Progressive Insurance May 2013 - December 2014
Isagenix June 2013 - July 2014
Ashlex LLC April 2009 - February 2013
J.S. Paluch October 2010 - February 2011
Toyota Financial Services May 2003 - June 2010
Pizza Hut July 1987 - March 2010
Design Source Furniture November 1995 - January 2001
Skills
Customer Service, Leadership, Microsoft Office, Team Building, Training, Strategic Planning, Coaching, Employee Relations, Leadership Development, Recruiting, Organizational..., Employee Benefits, Human Resources, Performance Management, Talent Acquisition, Employee Training, Interviews, Onboarding, Hiring, Payroll, Talent Management, Applicant Tracking..., Benefits Administration, Personnel Management, Employee Engagement, Career Development, Sourcing, Succession Planning, Deferred Compensation, College Recruiting, Workforce Planning, Temporary Placement, Conflict Resolution, Technical Recruiting, PeopleSoft, Resume Writing, Organizational..., New Hire Orientations, Internet Recruiting, Executive Coaching, HRIS, Staffing Services, HR Consulting, Executive Search, Temporary Staffing, Screening Resumes, Cold Calling, HR Policies, Staff Development, Market Planning
Education
Northern Arizona University, College of Business Administration 1989 — 1993
Bachelor of Science, Business of Administration
OPES Financial Solutions August 2015 - Present
The Juice Plus+ Company July 2014 - Present
Primerica February 2013 - August 2015
Progressive Insurance May 2013 - December 2014
Isagenix June 2013 - July 2014
Ashlex LLC April 2009 - February 2013
J.S. Paluch October 2010 - February 2011
Toyota Financial Services May 2003 - June 2010
Pizza Hut July 1987 - March 2010
Design Source Furniture November 1995 - January 2001
Skills
Customer Service, Leadership, Microsoft Office, Team Building, Training, Strategic Planning, Coaching, Employee Relations, Leadership Development, Recruiting, Organizational..., Employee Benefits, Human Resources, Performance Management, Talent Acquisition, Employee Training, Interviews, Onboarding, Hiring, Payroll, Talent Management, Applicant Tracking..., Benefits Administration, Personnel Management, Employee Engagement, Career Development, Sourcing, Succession Planning, Deferred Compensation, College Recruiting, Workforce Planning, Temporary Placement, Conflict Resolution, Technical Recruiting, PeopleSoft, Resume Writing, Organizational..., New Hire Orientations, Internet Recruiting, Executive Coaching, HRIS, Staffing Services, HR Consulting, Executive Search, Temporary Staffing, Screening Resumes, Cold Calling, HR Policies, Staff Development, Market Planning
Education
Northern Arizona University, College of Business Administration 1989 — 1993
Bachelor of Science, Business of Administration
Ana Feller Ana Feller's Opes Financial Solutions Experience 2013 - 2013
Job Provisional Vice President at Opes Financial Partners
Industry Financial Services
Experience
Opes Financial Partners June 2013 - Present
Opes Financial Solutions 2013 - 2013
Wells Fargo Advisors June 2006 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Accounting
Education
University of Maryland College Park 1991 — 1994
Bachelor's degree, Business Management/Accounting
University of Maryland College Park
Opes Financial Partners June 2013 - Present
Opes Financial Solutions 2013 - 2013
Wells Fargo Advisors June 2006 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Accounting
Education
University of Maryland College Park 1991 — 1994
Bachelor's degree, Business Management/Accounting
University of Maryland College Park
Cynthia Gerber Cynthia Gerber's Opes Financial Solutions Experience July 2012 - Present
Job OPES Financial Solutions & LifeVantage
Industry Financial Services
Experience
LifeVantage March 2013 - Present
OPES Financial Solutions July 2012 - Present
Skills
Certified Pharmacy..., Arizona Pharmacy..., Medicare Prior..., Medicare Prescription..., Home Owners Association..., Term Life Insurance, Health Insurance, Fixed Annuities, Medicare, Disability Insurance, Leadership, Team Building, Healthcare, Direct Sales, Strategic Planning, Sales, Small Business, Sales Management, Training, Coaching, Employee Benefits, Personal Development, Recruiting, Insurance, Employee Wellness, Wellness, Executive Management, Start-ups, Entrepreneurship, Public Speaking, Marketing, Strategy
Education
Arizona State University 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Biology/Biological Sciences, General
LifeVantage March 2013 - Present
OPES Financial Solutions July 2012 - Present
Skills
Certified Pharmacy..., Arizona Pharmacy..., Medicare Prior..., Medicare Prescription..., Home Owners Association..., Term Life Insurance, Health Insurance, Fixed Annuities, Medicare, Disability Insurance, Leadership, Team Building, Healthcare, Direct Sales, Strategic Planning, Sales, Small Business, Sales Management, Training, Coaching, Employee Benefits, Personal Development, Recruiting, Insurance, Employee Wellness, Wellness, Executive Management, Start-ups, Entrepreneurship, Public Speaking, Marketing, Strategy
Education
Arizona State University 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Biology/Biological Sciences, General
Jeanne Paule Jeanne Paule's Opes Financial Solutions Experience January 2014 - Present
Job Associate at OPES Financial Solutions
Industry Textiles
Experience
OPES Financial Solutions January 2014 - Present
Apparel Production Services, Inc. November 2008 - Present
Jerry Leigh 2004 - 2008
Authentic Fitness - Warnaco 1993 - 2000
Warnaco Group 1993 - 2000
Warnaco 1992 - 2000
Skills
Quality Assurance, Denim, Textiles, Sportswear, Apparel, Budgets, Film Production, Product Development, Management, Knitwear, Psychotherapy, Wovens, Social Networking
Education
Los Angeles Pierce College 2010 — 2014
Addiction studies, Business, Finance, Computer
Glendale Community College 1996 — 2000
Associate's Degree, Addiction Studies, Computer and other Clases
Pikes Peak Community College 1988 — 1990
Business Education
The University of New Mexico 1975 — 1980
BS, HE Education
Pojoaque High School 1970 — 1975
OPES Financial Solutions January 2014 - Present
Apparel Production Services, Inc. November 2008 - Present
Jerry Leigh 2004 - 2008
Authentic Fitness - Warnaco 1993 - 2000
Warnaco Group 1993 - 2000
Warnaco 1992 - 2000
Skills
Quality Assurance, Denim, Textiles, Sportswear, Apparel, Budgets, Film Production, Product Development, Management, Knitwear, Psychotherapy, Wovens, Social Networking
Education
Los Angeles Pierce College 2010 — 2014
Addiction studies, Business, Finance, Computer
Glendale Community College 1996 — 2000
Associate's Degree, Addiction Studies, Computer and other Clases
Pikes Peak Community College 1988 — 1990
Business Education
The University of New Mexico 1975 — 1980
BS, HE Education
Pojoaque High School 1970 — 1975
Carver Buck Carver Buck's Opes Financial Solutions Experience December 2011 - August 2013
Job Managing Partner at Lexington Group
Industry Financial Services
Experience
Lexington Group August 2014 - Present
The Valhalla Group August 2013 - July 2014
Opes Financial Solutions December 2011 - August 2013
University of Phoenix October 2007 - September 2011
Skills
Strategic Planning, New Business Development, Marketing Strategy, Credit, Team Building, Sales, Strategic Financial..., Insurance, Retirement Planning, Financial Analysis, Risk Management, Banking, Leadership, Recruiting, Training, Management, Coaching, Public Speaking
Education
University of Phoenix 2007 — 2010
Westwood
Lexington Group August 2014 - Present
The Valhalla Group August 2013 - July 2014
Opes Financial Solutions December 2011 - August 2013
University of Phoenix October 2007 - September 2011
Skills
Strategic Planning, New Business Development, Marketing Strategy, Credit, Team Building, Sales, Strategic Financial..., Insurance, Retirement Planning, Financial Analysis, Risk Management, Banking, Leadership, Recruiting, Training, Management, Coaching, Public Speaking
Education
University of Phoenix 2007 — 2010
Westwood
Samantha Dusenberry's Opes Financial Solutions Experience January 2012 - April 2015
Job Provisional Vice President at Opes Financial Solutions
Industry Education Management
Experience
Saugus Union School District July 1990 - Present
Opes Financial Solutions January 2012 - April 2015
Skills
E-Learning, Public Speaking, Coaching, Lecturing, Distance Learning, Technology Integration, Training Delivery, Personal Financial..., Mentoring, Financial Services, Peer Mentoring, Business Coaching, Career Counseling
Education
University of California, Los Angeles 1986 — 1989
Bachelor's degree, Sociology
Saugus Union School District July 1990 - Present
Opes Financial Solutions January 2012 - April 2015
Skills
E-Learning, Public Speaking, Coaching, Lecturing, Distance Learning, Technology Integration, Training Delivery, Personal Financial..., Mentoring, Financial Services, Peer Mentoring, Business Coaching, Career Counseling
Education
University of California, Los Angeles 1986 — 1989
Bachelor's degree, Sociology
Michael Alfieri Michael Alfieri's Opes Financial Solutions Experience February 2004 - August 2005
Job REALTOR at Rodeo Realty Beverly Hills
Industry Real Estate
Experience
Rodeo Realty January 2009 - Present
Discovery Mortgage Group September 2005 - December 2008
Discovery Properties 2005 - 2008
Opes Financial Solutions February 2004 - August 2005
3MJK 2002 - 2003
Miramax Films 2000 - 2003
Permut Presentations 1997 - 2000
Skills
Short Sales, Real Estate, Sellers, Foreclosures, First Time Home Buyers, Investment Properties, Condos, Buyer Representation, Real Estate Transactions, Relocation, Listings, Single Family Homes, Marketing, SFR, REO, Sales, Property, Residential Homes, Townhomes, Buyers, New Homes, Negotiation, Referrals, Selling, Luxury, Real Property, New Home Sales, Rentals, Investors, Seniors, Leases, Property Management, Home Staging, Income Properties, Real Estate Economics
Education
University of South Florida 1992 — 1994
B.A.
Rodeo Realty January 2009 - Present
Discovery Mortgage Group September 2005 - December 2008
Discovery Properties 2005 - 2008
Opes Financial Solutions February 2004 - August 2005
3MJK 2002 - 2003
Miramax Films 2000 - 2003
Permut Presentations 1997 - 2000
Skills
Short Sales, Real Estate, Sellers, Foreclosures, First Time Home Buyers, Investment Properties, Condos, Buyer Representation, Real Estate Transactions, Relocation, Listings, Single Family Homes, Marketing, SFR, REO, Sales, Property, Residential Homes, Townhomes, Buyers, New Homes, Negotiation, Referrals, Selling, Luxury, Real Property, New Home Sales, Rentals, Investors, Seniors, Leases, Property Management, Home Staging, Income Properties, Real Estate Economics
Education
University of South Florida 1992 — 1994
B.A.
Kevin Wannlund Kevin Wannlund's Opes Financial Solutions Experience June 2015 - Present
Job Associate at Opes Financial Solutions
Industry Real Estate
Experience
Opes Financial Solutions June 2015 - Present
Alliance United Insurance Company October 2014 - Present
Up and Up Management December 2011 - Present
New Tech Pool Tile Cleaning January 2013 - Present
Curtis Johnson Realty August 2013 - September 2014
Alliance Defending Freedom May 2010 - January 2013
Skills
Vacant Land Sales, Vacant Land, Vacant Lots, Acreage, Tax Liens, Seller Financing, Non-performing Loans, Distressed Debt, Real Estate Investor, Creative Real Estate..., Investment Properties, Real Estate, Real Estate Transactions
Education
Arizona State University 2005 — 2008
Bachelor of Science (B.S.), Economics, Magna Cum Laude
Opes Financial Solutions June 2015 - Present
Alliance United Insurance Company October 2014 - Present
Up and Up Management December 2011 - Present
New Tech Pool Tile Cleaning January 2013 - Present
Curtis Johnson Realty August 2013 - September 2014
Alliance Defending Freedom May 2010 - January 2013
Skills
Vacant Land Sales, Vacant Land, Vacant Lots, Acreage, Tax Liens, Seller Financing, Non-performing Loans, Distressed Debt, Real Estate Investor, Creative Real Estate..., Investment Properties, Real Estate, Real Estate Transactions
Education
Arizona State University 2005 — 2008
Bachelor of Science (B.S.), Economics, Magna Cum Laude
Dante Zanone Dante Zanone's Opes Financial Solutions Experience June 2013 - Present
Job Provisional Vice President at OPES Financial Solutions
Industry Financial Services
Experience
OPES Financial Solutions June 2013 - Present
First Family Defense LLC November 2012 - Present
Skills
Admissions, Adult Education, Higher Education, Enrollment Management, Leadership, Program Management, Firearms Education, Self-Defense Instructor, Public Speaking, Public Relations, Public Policy, Security, Self Defense, Firearms, Guns, Activism, Marketing, Employee Training, Coaching, Team Building, Staff Development, Leadership Development, Defense, Instructional Design, Organizational..., Workshop Facilitation, Conflict Resolution, Career Counseling, Career Development, E-Learning, Resume Writing, Training, Nonprofits, Interviews, Recruiting, Social Networking, Consulting
Education
University of Phoenix 2007 — 2010
Bachelor of Science (BS), Marketing
OPES Financial Solutions June 2013 - Present
First Family Defense LLC November 2012 - Present
Skills
Admissions, Adult Education, Higher Education, Enrollment Management, Leadership, Program Management, Firearms Education, Self-Defense Instructor, Public Speaking, Public Relations, Public Policy, Security, Self Defense, Firearms, Guns, Activism, Marketing, Employee Training, Coaching, Team Building, Staff Development, Leadership Development, Defense, Instructional Design, Organizational..., Workshop Facilitation, Conflict Resolution, Career Counseling, Career Development, E-Learning, Resume Writing, Training, Nonprofits, Interviews, Recruiting, Social Networking, Consulting
Education
University of Phoenix 2007 — 2010
Bachelor of Science (BS), Marketing
Véronique Taylor's Opes Financial Solutions Experience August 2012 - December 2013
Job Director of Sales & Development at resqme, Inc.
Industry Wholesale
Experience
resqme, Inc. September 2013 - Present
resqme, Inc. September 2013 - Present
Opes Financial Solutions August 2012 - December 2013
The Territory Ahead January 2009 - December 2012
Isabella Bird and The Territory Ahead January 2004 - December 2008
Isabella Bird and The Territory Ahead January 2001 - January 2004
Isabella Bird and The Territory Ahead April 2000 - January 2001
Isabella Bird and The Territory Ahead September 1999 - April 2000
U.C.P.A., France May 1993 - May 1999
Skills
Apparel, Dresses, Tops, Wovens, Knitwear, Fashion Design, Tech Packs, Fittings, Trend Research, Styling, Flat Sketching, Merchandising, Trend Analysis, Vendor Relations, Product Development, Brand Development, Illustrator, Mac, Catalogs, Skirts, Sales Management, Training, Team Leadership, Financial Advisory, Finance, Personal Financial..., Life Insurance, Term Life Insurance, Indexed Annuities, Private Label, Sewing, E-commerce, Financial Services, Trend, Art Direction, Fashion, Sweaters, Fitting, Retail, Outerwear, Denim, Sportswear, Textiles, Technical Design, Fashion Buying, Sketching
Education
Ecole de Management de Lyon / EM Lyon 1989 — 1991
M.B.A, Marketing and Sales
University of Rouen, Normandy 1984 — 1988
Bachelor, Economics and Finance
Women's Economic Ventures, Santa Barbara 2008 — 2009
Graduated, Business courses to start a business
resqme, Inc. September 2013 - Present
resqme, Inc. September 2013 - Present
Opes Financial Solutions August 2012 - December 2013
The Territory Ahead January 2009 - December 2012
Isabella Bird and The Territory Ahead January 2004 - December 2008
Isabella Bird and The Territory Ahead January 2001 - January 2004
Isabella Bird and The Territory Ahead April 2000 - January 2001
Isabella Bird and The Territory Ahead September 1999 - April 2000
U.C.P.A., France May 1993 - May 1999
Skills
Apparel, Dresses, Tops, Wovens, Knitwear, Fashion Design, Tech Packs, Fittings, Trend Research, Styling, Flat Sketching, Merchandising, Trend Analysis, Vendor Relations, Product Development, Brand Development, Illustrator, Mac, Catalogs, Skirts, Sales Management, Training, Team Leadership, Financial Advisory, Finance, Personal Financial..., Life Insurance, Term Life Insurance, Indexed Annuities, Private Label, Sewing, E-commerce, Financial Services, Trend, Art Direction, Fashion, Sweaters, Fitting, Retail, Outerwear, Denim, Sportswear, Textiles, Technical Design, Fashion Buying, Sketching
Education
Ecole de Management de Lyon / EM Lyon 1989 — 1991
M.B.A, Marketing and Sales
University of Rouen, Normandy 1984 — 1988
Bachelor, Economics and Finance
Women's Economic Ventures, Santa Barbara 2008 — 2009
Graduated, Business courses to start a business
Cynthia J. Allen Cynthia J. Allen's Opes Financial Solutions Experience Department of Surgery & TransplantationCedars-Sinai Medical CenterFebruary 1989 - August 1994
Job Natural Health Consultant HomeBased Health & Wellness Companies
Industry Health, Wellness and Fitness
Experience
OPES Financial Solutions Department of Surgery & TransplantationCedars-Sinai Medical CenterFebruary 1989 - August 1994
Skills
Wellness, Wellness Coaching, Nutrition, Fitness, Nutritional Counseling, Weight, Wellbeing, Lifestyle, Holistic Health, Supplements, Personal Training, Sports Nutrition, Home Based Business, Weight Loss Coaching, Weight Management, Small Business, Nutrition Education, Lifestyle Coaching, Network Marketing, Coaching, Public Speaking
Education
Southern California University of Professional Studies 1999 — 2008
Juris Doctorate Program
University of Phoenix-Southern California Campus 1992 — 1995
Bachelor of Science in Business Administration
OPES Financial Solutions Department of Surgery & TransplantationCedars-Sinai Medical CenterFebruary 1989 - August 1994
Skills
Wellness, Wellness Coaching, Nutrition, Fitness, Nutritional Counseling, Weight, Wellbeing, Lifestyle, Holistic Health, Supplements, Personal Training, Sports Nutrition, Home Based Business, Weight Loss Coaching, Weight Management, Small Business, Nutrition Education, Lifestyle Coaching, Network Marketing, Coaching, Public Speaking
Education
Southern California University of Professional Studies 1999 — 2008
Juris Doctorate Program
University of Phoenix-Southern California Campus 1992 — 1995
Bachelor of Science in Business Administration
Brig Day Brig Day's Opes Financial Solutions Experience August 2013 - Present
Job Vice President at OPES Financial Solutions
Industry Financial Services
Experience
OPES Financial Solutions August 2013 - Present
Skills
Higher Education, Adult Education, Leadership Development, Admissions, Student Financial Aid, Retaining Customers, Student Recruiting, Coaching, Student Affairs, Campus, Staff Development, Team Building, Enrollment Management, Management, Leadership, E-Learning, Training, Time Management, Resume Writing, Public Speaking, Interviews, Distance Learning, Recruiting, Career Counseling, Conflict Resolution, Career Development, Process Improvement, Employee Training, Critical Thinking, Instructional Design, College Recruiting, Organizational..., CampusVue
Education
University of Phoenix 2003 — 2008
Master of Business Administration (M.B.A.)
Eastern Arizona College 1994 — 1995
OPES Financial Solutions August 2013 - Present
Skills
Higher Education, Adult Education, Leadership Development, Admissions, Student Financial Aid, Retaining Customers, Student Recruiting, Coaching, Student Affairs, Campus, Staff Development, Team Building, Enrollment Management, Management, Leadership, E-Learning, Training, Time Management, Resume Writing, Public Speaking, Interviews, Distance Learning, Recruiting, Career Counseling, Conflict Resolution, Career Development, Process Improvement, Employee Training, Critical Thinking, Instructional Design, College Recruiting, Organizational..., CampusVue
Education
University of Phoenix 2003 — 2008
Master of Business Administration (M.B.A.)
Eastern Arizona College 1994 — 1995
Jacob Elggren Jacob Elggren's Opes Financial Solutions Experience July 2012 - August 2013
Job Owner at Thrive SEO & Marketing
Industry Financial Services
Experience
Thrive SEO & Marketing April 2015 - Present
Craig L. Elggren, CPA September 2012 - Present
Opes Financial Solutions July 2012 - August 2013
Wells Fargo Bank May 2010 - August 2012
Wells Fargo Bank December 2008 - May 2010
Skills
Finance, Financial Analysis, Real Estate, Retirement Planning, Small Business, Management, Wealth Management, Credit, Sales, Consumer Lending, Leadership, Insurance, Banking, Investments, Small Business Lending, Financial Services, Auditing, Credit Analysis, Loan Origination, Life Insurance, Strategic Financial..., Loans, Lines Of Credit, Retail Banking, Cross Selling, Term Life Insurance, Portfolio Management, Financial Planning, Personal Financial..., Retirement Savings, Marketing, Social Media, Social Media Marketing, Search Engine Ranking, Search Engine Submission, SEO
Education
Northern Arizona University, College of Business Administration 2012 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Mesa Community College 2008 — 2011
Associates in Arts
Thrive SEO & Marketing April 2015 - Present
Craig L. Elggren, CPA September 2012 - Present
Opes Financial Solutions July 2012 - August 2013
Wells Fargo Bank May 2010 - August 2012
Wells Fargo Bank December 2008 - May 2010
Skills
Finance, Financial Analysis, Real Estate, Retirement Planning, Small Business, Management, Wealth Management, Credit, Sales, Consumer Lending, Leadership, Insurance, Banking, Investments, Small Business Lending, Financial Services, Auditing, Credit Analysis, Loan Origination, Life Insurance, Strategic Financial..., Loans, Lines Of Credit, Retail Banking, Cross Selling, Term Life Insurance, Portfolio Management, Financial Planning, Personal Financial..., Retirement Savings, Marketing, Social Media, Social Media Marketing, Search Engine Ranking, Search Engine Submission, SEO
Education
Northern Arizona University, College of Business Administration 2012 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Mesa Community College 2008 — 2011
Associates in Arts
Jason Howard 310 922 4029 Jason Howard 310 922 4029's Opes Financial Solutions Experience January 2012 - Present
Job Financial Advisor, Financial Planner
Industry Financial Services
Experience
Opes Financial Solutions January 2012 - Present
Jason K. Howard March 2002 - Present
City National Bank January 2010 - March 2011
Bank of America May 1993 - April 2009
Skills
Commercial Banking, Portfolio Management, 401k, Investments, Wealth Management, Relationship Management, Banking, Strategic Financial..., Financial Analysis, Financial Services, Customer Service, Investment Strategies, Asset Managment, Series 63, Mortgage Lending, Loan Origination, Securities, Retirement, Series 7, Coaching, Insurance, Management, Financial Advisory, Small Business, Retirement Planning, Credit, Loans, Mutual Funds, Training, Estate Planning, Finance, Residential Mortgages, Public Speaking, Underwriting, Asset Allocation, Risk Management, Commercial Lending, Wealth, Fixed Annuities, Small Business Lending, Investment Advisory, Life Insurance, Cash Management, Equities, Asset Management, Financial Planning
Education
Loyola Marymount University 1988 — 1992
Bachelor of Arts, Communications
University of California, Los Angeles 2008 — 2010
PFP, CFP Program graduated in 2010
Opes Financial Solutions January 2012 - Present
Jason K. Howard March 2002 - Present
City National Bank January 2010 - March 2011
Bank of America May 1993 - April 2009
Skills
Commercial Banking, Portfolio Management, 401k, Investments, Wealth Management, Relationship Management, Banking, Strategic Financial..., Financial Analysis, Financial Services, Customer Service, Investment Strategies, Asset Managment, Series 63, Mortgage Lending, Loan Origination, Securities, Retirement, Series 7, Coaching, Insurance, Management, Financial Advisory, Small Business, Retirement Planning, Credit, Loans, Mutual Funds, Training, Estate Planning, Finance, Residential Mortgages, Public Speaking, Underwriting, Asset Allocation, Risk Management, Commercial Lending, Wealth, Fixed Annuities, Small Business Lending, Investment Advisory, Life Insurance, Cash Management, Equities, Asset Management, Financial Planning
Education
Loyola Marymount University 1988 — 1992
Bachelor of Arts, Communications
University of California, Los Angeles 2008 — 2010
PFP, CFP Program graduated in 2010
Kerry Adams Kerry Adams's Opes Financial Solutions Experience 2014 - 2014
Job Independent Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Opes Financial Solutions 2014 - 2014
LDS Church 2013 - 2014
LD25 GOP 2012 - 2012
ASEA - Natural Balance 2010 - 2010
ASEA - Natural Balance 2000 - 2010
Skills
Wellness Coaching, Nutrition, Fitness, Wellness, Healing, Supplements, Public Speaking, Wellbeing, Nutritional Counseling, Fitness Training, Entrepreneurship, Network Marketing, Team Building, Home Based Business, Lifestyle Coaching, Lifestyle, Online Marketing, Holistic Health, Corporations, Health Education, Therapeutic Massage, Personal Training, Pilates, Coaching, Prevention, Social Networking, Relaxation, Social Media, Small Business, Personal Development, Weight, Weight Training, Customer Service, Stress, Stress Management, Reiki, Sports Nutrition, Myofascial Release, Strategic Planning, Meditation, Marketing, Life Coaching, Energy Healing, Alternative Medicine
Education
Brigham Young University 1975 — 1979
B.A., Political Science and History
Arizona State University 1974 — 1974
Business, Political Science, History
Mesa Community College
AA, History, Business
Mesa High School
Opes Financial Solutions 2014 - 2014
LDS Church 2013 - 2014
LD25 GOP 2012 - 2012
ASEA - Natural Balance 2010 - 2010
ASEA - Natural Balance 2000 - 2010
Skills
Wellness Coaching, Nutrition, Fitness, Wellness, Healing, Supplements, Public Speaking, Wellbeing, Nutritional Counseling, Fitness Training, Entrepreneurship, Network Marketing, Team Building, Home Based Business, Lifestyle Coaching, Lifestyle, Online Marketing, Holistic Health, Corporations, Health Education, Therapeutic Massage, Personal Training, Pilates, Coaching, Prevention, Social Networking, Relaxation, Social Media, Small Business, Personal Development, Weight, Weight Training, Customer Service, Stress, Stress Management, Reiki, Sports Nutrition, Myofascial Release, Strategic Planning, Meditation, Marketing, Life Coaching, Energy Healing, Alternative Medicine
Education
Brigham Young University 1975 — 1979
B.A., Political Science and History
Arizona State University 1974 — 1974
Business, Political Science, History
Mesa Community College
AA, History, Business
Mesa High School
Donald Jacobson Donald Jacobson's Opes Financial Solutions Experience January 2011 - Present
Job Provisional Vice President at OPES Financial Solutions
Industry Financial Services
Experience
OPES Financial Solutions January 2011 - Present
W. L. Gore & Associates, Inc. January 2010 - June 2015
World Financial Group July 2007 - October 2010
Intel January 1987 - November 2006
Eaton Kenway January 1976 - March 1987
Skills
Financial Analysis, Financial Planning, Financial Services, Retirement Planning, Permanent Life Insurance, IRAs, SEP IRA, Roth IRA, 401k, 401k Rollovers, Indexed Annuities, Equity Indexed Annuities, Licensed Life & Health..., Management, Product Management, Manufacturing, Project Planning, Contract Negotiation, Process Improvement, Automation, Business Analysis, Supply Chain Management, Integration, Quality Systems
Education
University of Utah - David Eccles School of Business 1975 — 1977
MSIE / MBA, Business Administration / Industrial Engineering
Brigham Young University 1973 — 1974
Master of Business Administration
University of Utah 1970 — 1971
BS, MEA, Graduate Physics
University of Utah 1966 — 1970
BS, Physics, Mathematics, Chemistry
OPES Financial Solutions January 2011 - Present
W. L. Gore & Associates, Inc. January 2010 - June 2015
World Financial Group July 2007 - October 2010
Intel January 1987 - November 2006
Eaton Kenway January 1976 - March 1987
Skills
Financial Analysis, Financial Planning, Financial Services, Retirement Planning, Permanent Life Insurance, IRAs, SEP IRA, Roth IRA, 401k, 401k Rollovers, Indexed Annuities, Equity Indexed Annuities, Licensed Life & Health..., Management, Product Management, Manufacturing, Project Planning, Contract Negotiation, Process Improvement, Automation, Business Analysis, Supply Chain Management, Integration, Quality Systems
Education
University of Utah - David Eccles School of Business 1975 — 1977
MSIE / MBA, Business Administration / Industrial Engineering
Brigham Young University 1973 — 1974
Master of Business Administration
University of Utah 1970 — 1971
BS, MEA, Graduate Physics
University of Utah 1966 — 1970
BS, Physics, Mathematics, Chemistry
Nate Fudala Nate Fudala's Opes Financial Solutions Experience April 2015 - Present
Job Provisional Vice President at OPES Financial Solutions
Industry Financial Services
Experience
OPES Financial Solutions April 2015 - Present
Loricca, Inc June 2014 - April 2015
CGI Information Technology and Services May 2011 - February 2014
OnPoint June 2010 - May 2011
NCI Information Systems, Inc. January 2009 - June 2010
US Navy January 2005 - May 2008
US Navy January 2001 - June 2005
Skills
Active Directory, CISSP, Cisco Technologies, Disaster Recovery, Computer Security, Information Assurance, Intrusion Detection, Network Security, Microsoft Certified..., Security, Servers, VMware, Virtualization, Vulnerability Assessment, Windows Server, System Administration, Information Security, Windows
Education
University of Phoenix 2008 — 2012
BSIT/ISS, Computer and Information Systems Security/Information Assurance, 3.85 - Graduated with Honors
OPES Financial Solutions April 2015 - Present
Loricca, Inc June 2014 - April 2015
CGI Information Technology and Services May 2011 - February 2014
OnPoint June 2010 - May 2011
NCI Information Systems, Inc. January 2009 - June 2010
US Navy January 2005 - May 2008
US Navy January 2001 - June 2005
Skills
Active Directory, CISSP, Cisco Technologies, Disaster Recovery, Computer Security, Information Assurance, Intrusion Detection, Network Security, Microsoft Certified..., Security, Servers, VMware, Virtualization, Vulnerability Assessment, Windows Server, System Administration, Information Security, Windows
Education
University of Phoenix 2008 — 2012
BSIT/ISS, Computer and Information Systems Security/Information Assurance, 3.85 - Graduated with Honors
Jocelyn Stanek's Opes Financial Solutions Experience February 2013 - Present
Job Provisional Vice President at OPES Financial Solutions
Industry Financial Services
Experience
OPES Financial Solutions February 2013 - Present
University of Phoenix August 2008 - Present
Skills
Management, Coaching, Team Building, Leadership, Marketing, Sales, Training, Small Business, Entrepreneurship, Leadership Development, Sales Management
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Management
University of Maryland University College 1998 — 2000
Accounting
OPES Financial Solutions February 2013 - Present
University of Phoenix August 2008 - Present
Skills
Management, Coaching, Team Building, Leadership, Marketing, Sales, Training, Small Business, Entrepreneurship, Leadership Development, Sales Management
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Management
University of Maryland University College 1998 — 2000
Accounting
Corina Capen's Opes Financial Solutions Experience June 2015 - Present
Job University of Phoenix, OPES Financial Solutions
Industry Education Management
Experience
OPES Financial Solutions June 2015 - Present
University of Phoenix September 2013 - Present
University of Phoenix December 2006 - September 2013
Budd Van Lines November 2005 - July 2006
Skills
Enrollment Management, Admissions, Student Financial Aid, Student Recruiting, Adult Education, Retaining Customers, Distance Learning, Campus, Student Affairs, Higher Education, Staff Development, E-Learning, Career Counseling, Academic Advising, Academic Administration, Leadership Development, Career Development, CampusVue, Customer Retention
Education
University of Phoenix 2007 — 2010
BSM/HR, Management, Human Resource Management
University of Phoenix
Certificate, Project Management
OPES Financial Solutions June 2015 - Present
University of Phoenix September 2013 - Present
University of Phoenix December 2006 - September 2013
Budd Van Lines November 2005 - July 2006
Skills
Enrollment Management, Admissions, Student Financial Aid, Student Recruiting, Adult Education, Retaining Customers, Distance Learning, Campus, Student Affairs, Higher Education, Staff Development, E-Learning, Career Counseling, Academic Advising, Academic Administration, Leadership Development, Career Development, CampusVue, Customer Retention
Education
University of Phoenix 2007 — 2010
BSM/HR, Management, Human Resource Management
University of Phoenix
Certificate, Project Management
Carolyn Hassid's Opes Financial Solutions Experience August 2014 - Present
Job Financial Advisor at OPES Financial Solutions
Industry Financial Services
Experience
OPES Financial Solutions August 2014 - Present
Little Scholars Montessori June 2010 - Present
Skills
Financial Services, Retirement Planning, Retirement Savings, Retirement Income..., Strategic Planning, Public Speaking, Child Development, Team Building, Customer Service, Event Planning, Social Networking, Entrepreneurship, Public Relations, Outlook, Sales, Classroom, Curriculum Development, Teaching, Training, Social Media, Coaching, Microsoft Excel, Curriculum Design
Education
Occidental College 2009 — 2009
OPES Financial Solutions August 2014 - Present
Little Scholars Montessori June 2010 - Present
Skills
Financial Services, Retirement Planning, Retirement Savings, Retirement Income..., Strategic Planning, Public Speaking, Child Development, Team Building, Customer Service, Event Planning, Social Networking, Entrepreneurship, Public Relations, Outlook, Sales, Classroom, Curriculum Development, Teaching, Training, Social Media, Coaching, Microsoft Excel, Curriculum Design
Education
Occidental College 2009 — 2009
Charity Steffen's Opes Financial Solutions Experience March 2011 - June 2012
Job Administrative Expert with Personality
Industry Construction
Experience
Total Package Interiors, LLC June 2007 - Present
LifeVantage April 2010 - January 2013
Arizona Blue Stake June 2010 - October 2012
Opes Financial Solutions March 2011 - June 2012
SOS Exterminating August 2006 - June 2007
Whitton Companies October 2005 - July 2006
Skills
Microsoft Word, PowerPoint, Customer Service, Mediation, Fax, Microsoft Excel, Filing, Copying, Legal Research, Legal Writing, Data Entry, Accounts Payable, Accounts Receivable, QuickBooks, Sales, Office Management, Estimating, Multiple Phone Lines, 10 Key, Scanners, Typing, Network Marketing, Time Management, Microsoft Office, Team Building, Public Speaking, Marketing
Education
Lamson College 2009 — 2011
AA, Paralegal Studies
Total Package Interiors, LLC June 2007 - Present
LifeVantage April 2010 - January 2013
Arizona Blue Stake June 2010 - October 2012
Opes Financial Solutions March 2011 - June 2012
SOS Exterminating August 2006 - June 2007
Whitton Companies October 2005 - July 2006
Skills
Microsoft Word, PowerPoint, Customer Service, Mediation, Fax, Microsoft Excel, Filing, Copying, Legal Research, Legal Writing, Data Entry, Accounts Payable, Accounts Receivable, QuickBooks, Sales, Office Management, Estimating, Multiple Phone Lines, 10 Key, Scanners, Typing, Network Marketing, Time Management, Microsoft Office, Team Building, Public Speaking, Marketing
Education
Lamson College 2009 — 2011
AA, Paralegal Studies
Jonathan Sidwell's Opes Financial Solutions Experience September 2014 - Present
Job Mask Retical Technician at Micron Technology
Industry Computer Hardware
Experience
Micron Technology February 2015 - Present
Opes Financial Solutions September 2014 - Present
LifeVantage Corporation March 2013 - Present
SolarCity July 2014 - September 2014
Plura Broadcast, Inc. August 2010 - April 2014
ITT Technical Institute March 2010 - August 2010
JSidwell Enterprises August 2008 - August 2010
Lowe's February 2006 - August 2008
Skills
Troubleshooting, Electronics, Soldering, Hardware, Computer Repair, Test Equipment, Matlab, Engineering, Software Installation, Circuit Analysis, Microsoft Office, Computer Hardware, Manufacturing, Programming, Networking, Windows, Labview, Oscilloscope, Multisim, Operating Systems, Testing, Wireless Networking, Team Building, Sales
Education
DeVry University Phoenix 2011 — 2012
Bachelor of Science in Electronics Engineering Technology, Electronics / Electrical Engineering
ITT Technical Institute 2008 — 2010
Associate of Applied Science, Computer and Electronic Engineering Technology
Paradise Valley Community College
Associate of Science, Science, Math & Anthroplogy
Micron Technology February 2015 - Present
Opes Financial Solutions September 2014 - Present
LifeVantage Corporation March 2013 - Present
SolarCity July 2014 - September 2014
Plura Broadcast, Inc. August 2010 - April 2014
ITT Technical Institute March 2010 - August 2010
JSidwell Enterprises August 2008 - August 2010
Lowe's February 2006 - August 2008
Skills
Troubleshooting, Electronics, Soldering, Hardware, Computer Repair, Test Equipment, Matlab, Engineering, Software Installation, Circuit Analysis, Microsoft Office, Computer Hardware, Manufacturing, Programming, Networking, Windows, Labview, Oscilloscope, Multisim, Operating Systems, Testing, Wireless Networking, Team Building, Sales
Education
DeVry University Phoenix 2011 — 2012
Bachelor of Science in Electronics Engineering Technology, Electronics / Electrical Engineering
ITT Technical Institute 2008 — 2010
Associate of Applied Science, Computer and Electronic Engineering Technology
Paradise Valley Community College
Associate of Science, Science, Math & Anthroplogy