Pacific Advisors

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Pacific Advisors Employees

Employee
Years
Job
Industry
Bridget Doshi Bridget Doshi Greater Los Angeles Area Details
Bridget Doshi's Pacific Advisors Experience October 2012 - August 2014
Job Editor at Mint Green with Envy
Industry Writing and Editing
Experience
Mint Green with Envy   September 2009 - Present
Pacific Advisors   October 2012 - August 2014

Skills
Blogging, Writing, Promotions, Social Networking, Facebook, Social Media, Photoshop, Microsoft Office, PowerPoint, Social Media Marketing, WordPress, Creative Writing, Online Marketing, Editing, Email Marketing, Copywriting, Microsoft Word, Online Advertising, Public Speaking, SEO, Public Relations, Event Planning, Event Management, Press Releases, Marketing Strategy, Marketing, Newsletters, Advertising, Marketing Communications, Web Content, Media Relations, Digital Marketing, Content Strategy, Publishing, Copy Editing, Publicity, Digital Media, Brand Development, Content Management, Google Analytics, New Media, Content Development, Editorial, Journalism, Customer Service, Proofreading, Management

Education
Riverside City College   1998 — 2000
Liberal Arts and Sciences/Liberal Studies

Pioneer Jr. Sr. High School   1991 — 1995

Kim Jaehee Kim Jaehee Los Angeles, California Details
Kim Jaehee's Pacific Advisors Experience July 2015 - Present
Job International Business Development Consultant
Industry Retail
Experience
Pacific Advisors   July 2015 - Present

Skills
New Business Development, Strategic Planning, Team Building, Business Strategy, Contract Negotiation, Customer Service, Management, Marketing Strategy, Leadership, Start-ups, Sales, Small Business, Entrepreneurship, Marketing, Operations Management, Public Speaking, Team Leadership, Strategy, Coaching, Sales Management, Training, Business Development, Social Networking

Education
KF Education   2015 — 2015
Financial certification, Applied and Professional Ethics

University of Massachusetts, Amherst   1983 — 1987
Bachelor's degree, HRTA/business

leominster high school   1979 — 1983
Collage prep, General Studies

Araceli Fonseca Araceli Fonseca Riverside, California Details
Araceli Fonseca's Pacific Advisors Experience October 2014 - January 2015
Job Wealth Financial advisor
Industry Financial Services
Experience
InterCommunity Money Management   July 2010 - Present
Riverwalk executive suites ,inc   July 2007 - Present
Pacific Advisors   October 2014 - January 2015

Skills
Investments, Strategic Planning, Retirement Planning, Strategic Financial..., Estate Planning, Project Management, Insurance, Small Business, New Business Development, Coaching, Real Estate, Public Speaking, Team Building, Negotiation, Financial Analysis, Business Planning, Fixed Annuities, Life Insurance, Residential Homes, IRAs, Business Strategy, Finance, 401k, Long-term Care, Portfolio Management, Executive Management, Securities, Financial Planning

Education
University of California, Riverside   1998 — 2000
Bachelor of Science, Business, Management, Marketing, and Related Support Services

Jarrett Poydras Jarrett Poydras Sacramento, California Area Details
Jarrett Poydras's Pacific Advisors Experience July 2014 - Present
Job Financial Representative at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   July 2014 - Present
New York Life Insurance Company  June 2010 - June 2014

Skills
Small Business, Finance, Customer Service, Life Insurance, Retirement Planning, College Funding..., 401k Rollovers, IRAs, Pension Maximization, Wealth Accumulation..., Wealth Preservation..., Disability Income..., Asset Protection, Asset Allocation, Cash Flow Anaysis

Education
University of San Francisco   2001 — 2003
Bachelor of Science (BS), Organizational Behavior

Louisiana State University   1985 — 1987

su lab

su lab

Cedrick Gittelson Cedrick Gittelson San Jose, California Details
Cedrick Gittelson's Pacific Advisors Experience January 2015 - May 2015
Job Security Specialist
Industry Security and Investigations
Experience
Securitas Security Services USA, Inc.   2010 - Present
Guardian Life  January 2015 - September 2015
Aflac  May 2015 - July 2015
Pacific Advisors   January 2015 - May 2015
Service Corporation International  November 2014 - January 2015

Skills
Leadership, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Management, Healthcare, Customer Service, PowerPoint, English, Strategic Planning, Project Management, New Business Development, Contract Negotiation, Security, Team Leadership, Event Management, Social Media, Data Center, Business Development, Program Management, Marketing

Education
Pacific Financial   2015 — 2015
Income specialist, Finance, Specialist

Dignity University   2014 — 2015
Sales Advisor, Business Administration and Management, General

WestMed College   2009 — 2010
Emergency Tech, Emergency Medical Technology/Technician (EMT Paramedic)

Carrington College California-San Jose   2007 — 2008
Surgical Tech, Surgical Technology/Technologist

Sayulita Tropical Medicine   1997 — 1998
Tropical Medicine, Tropical Medicine

Hospital Regional Puerto Vallarta SSA   1995 — 1998
Emergecy Medicine, Medicine

Universidad Autónoma de Guadalajara   1988 — 1992
Doctor of Medicine (M.D.), Medicine

Preparatoria Varonil UAG   1983 — 1986
High school, Biology/Biological Sciences, General

Gregory J. Sneed Gregory J. Sneed Greater Los Angeles Area Details
Gregory J. Sneed's Pacific Advisors Experience January 2014 - Present
Job Insurance and Financial Services Helping People to Live the Good Life for the Rest of Their Life.
Industry Financial Services
Experience
Retirement Choices of California   January 2012 - Present
GJS FInancial & Insurance Services.   April 2010 - Present
Pacific Advisors   January 2014 - Present
FFSI Insurance Services, Inc   2010 - June 2013
The Nautical Network   2002 - 2009
Rainbow Media, Cablevision   2000 - 2002
Home Box Office  1997 - 2000
40 Acres and a Mule Filmworks  1995 - 1996
20th Century Fox Film Corporation  1987 - 1995
Columbia Pictures & The Coca Cola Company   1983 - 1987

Skills
Insurance, Public Speaking, Seminar Presentations, Financial Advice, Budgeting, Life Insurance, Annuities, Training & Development, Boating, Executive Management, Financial Planning, Forecasting, Instructing, Retirement, Accounting, Luxury, Financial Analysis, Retirement Planning, Strategic Planning, Business Planning, Pensions, Fixed Annuities, Strategic Financial..., Budgets, Sales, Employee Training, Financial Advisory, Marketing, Risk Management, Training, Leadership, Financial Services, Employee Benefits, Tax, Mergers & Acquisitions, Management, Small Business, Recruitment Training, Management Consulting, Finance, Health Insurance, 401k, Asset Management, Auditing, Investments, Long-term Care, IRAs, Term Life Insurance, Financial Planners, Mutual Funds

Education
Adelphi University   1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting

John Dewey High School
High School

Elie Aharon Elie Aharon San Francisco, California Details
Elie Aharon's Pacific Advisors Experience April 2009 - January 2014
Job Financial protection and strategies for readiness for coming opportunities
Industry Financial Services
Experience
Elisha "Elie" Aharon Insurance and Financial Services   June 2015 - Present
SGC Financial & Insurance Services   January 2014 - June 2015
Pacific Advisors   April 2009 - January 2014
EnVisions Insurance Services   January 1996 - April 2009
Lincoln Financial  1980 - 1996
National Guardian Life Insurance Company  1976 - 1979

Skills
Retirement Planning, Social Security, Business Owner Planning, Key Person Protection, Exit Strategies, Disability Insurance, Business Overhead..., Disability Benefits, Long-term Care, Term Life Insurance, Permanent Life Insurance

Education
College of St. Scholastica   1993 — 1994
BA, Theology/Psychology

College of St. Scholastica   1973 — 1975
Bachelor of Arts (B.A.), Theology/Psychology

Indiana University Bloomington   1971 — 1972
none, Music Performance

Chuck Muhlenhaupt Chuck Muhlenhaupt San Jose, California Details
Chuck Muhlenhaupt's Pacific Advisors Experience April 2015 - Present
Job Financial Representative at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   April 2015 - Present
MassMutual Silicon Valley  May 2014 - April 2015
Gill North America   April 2005 - July 2014
Farmers Insurance  April 2013 - May 2014
Rainbow Chamber of Commerce Silicon Valley   2013 - 2014
Pajaro Valley Chamber of Commerce   2013 - 2014
Interwestern Sales   August 2010 - March 2011
West Marine  2002 - 2004

Skills
Sales, Marketing, Account Management, Management, Training, Direct Sales, Program Management, Leadership, Operations Management, Event Management, Contract Negotiation, Merchandising, Customer Satisfaction, Business Development, Team Leadership, Term Life Insurance, Life Insurance, General Insurance, Whole Life, Retirement Planning, College Education..., Long Term Care Insurance, Income Protection, Disability Insurance, Employee Benefits, Fixed Annuities, Customer Service, Insurance

Education
University of Phoenix   1998 — 2001
MBA, Business Administration

Santa Clara University   1984 — 1989
Bachelor of Commerce (B.Com.), Marketing

Watsonville High School   1980 — 1984

Evin Odette Fernandez Evin Odette Fernandez San Francisco Bay Area Details
Evin Odette Fernandez's Pacific Advisors Experience October 2014 - Present
Job Office Administration , Executive Recruitment, Financial Services
Industry Insurance
Experience
Pacific Advisors   October 2014 - Present
New York Life Insurance Company  December 2012 - February 2014
Thrivent Financial  June 2010 - November 2011
Search Bank (formerly Boyden Manila)   June 2003 - June 2009
CMG Financial Services (Phils) - CMG Life, CMG Health, CMG Pensions   November 1997 - February 2003
VMV Hypoallergenics (Skin Sciences Laboratory, Inc   June 1994 - October 1997
Skin Sciences Laboratories/VMV Group of Companies   June 1992 - May 1994
Skin Sciences Laboratories/ VMV Group of Companies   January 1988 - May 1992
Skin Sciences Laboratories/VMV Group of Companies   June 1984 - December 1987

Skills
Management Consulting, Management, Executive Search, Sourcing, Recruiting, Technical Recruiting, Talent Management, Talent Acquisition, Performance Management, Human Resources, HR Consulting, Employer Branding, Contract Recruitment, Personnel Management, Succession Planning, Business Strategy

Education
University of Santo Tomas   1972 — 1977
BS Pharmacy, Pharmacy

Tammy Davidson Tammy Davidson Fair Oaks, California Details
Tammy Davidson's Pacific Advisors Experience October 2014 - March 2015
Job Mindset transformation to pursue your passion.
Industry Nonprofit Organization Management
Experience
I Am Happy Project   October 2014 - Present
LegalShield, Independent Associate  October 2014 - Present
Independent  September 2013 - Present
Pacific Advisors   October 2014 - March 2015
World Financial Group (WFG)   December 2013 - October 2014
Sunrise Community Church  November 2004 - April 2013
Orangevale Open K-8   September 1991 - May 2009
KFBK/KAER Radio   November 1984 - January 1988

Skills
Nonprofits, Management, Accounts Payable, Payroll, Accounts Receivable, Finance, Human Resources, Budgets, General Ledger, Balance Sheet, Internal Audit, Financial Statements, Sales, Cash Management, Administration, Team Building, Leadership, Bank Reconciliation, Cash Flow, Employee Benefits, Policy, Banking, Insurance, Credit, Accounting, Customer Service, Microsoft Office, Fundraising, Business Development, GAAP, Relationship Management, Staff Development, Career Counseling, Presentations

Education
Liberty University   2009 — 2011
Bachelor of Science (BS), Finance

Nassau Community College
Associate of Arts and Sciences (AAS), Accounting

James Persinger James Persinger Riverside, California Details
James Persinger's Pacific Advisors Experience June 2012 - Present
Job Financial Representative at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   June 2012 - Present
The Unforgettables Foundation   2012 - Present
The Pick Group   2011 - Present
MassMutual Financial Group  August 2011 - April 2012
BBVA Compass  April 2010 - November 2010
BBVA Compass  April 2007 - April 2010
Altura Credit Union  May 2005 - February 2007

Skills
Retirement Planning, Insurance, Financial Services, Finance, Estate Planning, Financial Planners, Retirement, Fixed Annuities, Small Business, Risk Management, Long Term Care Insurance, Wealth Management..., Banking, Long-term Care, Life Insurance, Wealth, Mortgage Lending, Term Life Insurance, Disability Insurance, Business Planning, Strategy, Employee Benefits, Retirement Savings, Key Person Insurance, Buy-sell Agreements, Whole Life, Nonprofits, IRAs, Problem Solving, Exit Strategies, Wealth Management, 401k, Insurance Strategies, Whole Life Insurance, Sales Presentations, Tax, Strategic Financial..., Board of Directors, Retirement Solutions, Business Overhead..., Charitable Giving..., Tax Reduction Strategies, Non-profits, Board of Director...

Education
California Baptist University   2009 — 2011
Bachelors Degree, Business Administration

Riverside Community College   2002 — 2009
General Education, Business Administration

David Kisler David Kisler Orange County, California Area Details
David Kisler's Pacific Advisors Experience July 2013 - Present
Job Financial Consultant at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   July 2013 - Present
Civilian Arms Training Source   June 2007 - Present
Rare Coin Wholesalers   July 2012 - October 2012
Swiss America Trading Corp.  November 2010 - March 2012
Secure Content Solutions   March 2004 - October 2010
X-Stop   October 1998 - January 2004

Skills
Commodity Markets, Commodity Risk..., Economics, Economic Research, Financial Risk, Key Account Management, Team Leadership, Leadership, Strategic Leadership, Microsoft Office, Negotiation, Contract Negotiation, Supplier Negotiation, Trading, Trading Systems, Speech Writing, Public Speaking, Certified Firearms..., Project Management, FX trading, Sales Management, Investments, Entrepreneurship, DLP, Asset Management, Sales, Strategic Planning, Portfolio Management, Venture Capital, SaaS

Education
Orange Coast College   1974 — 1977
Associate of Arts (AA), Economics

The Ohio State University   1969 — 1971
Marine Biology and Biological Oceanography

Creekview Elementary

Karina Guzman Karina Guzman Greater San Diego Area Details
Karina Guzman's Pacific Advisors Experience July 2014 - Present
Job Client Services Associate at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   July 2014 - Present
UCSD Future Business Leaders of America- Phi Beta Lambda  June 2014 - June 2015
UCSD Office for Students with Disabilities   September 2012 - June 2014
Relief International  July 2013 - September 2013
Peyman and Rahmana Law Offices   July 2013 - September 2013
Asian Americans Advancing Justice│Los Angeles  June 2012 - September 2012

Skills
Wealth Management, Life Insurance, Disability Insurance, Retirement Planning, Investment Strategies, Community Outreach, Microsoft Word, Microsoft Excel, Stata, PowerPoint, Time Management, Event Planning, Data Analysis, XHTML, Microsoft PowerPoint, Microsoft Office

Education
University of California, San Diego   2011 — 2015
Bachelor of Arts (B.A.), Economics

University High School   2007 — 2011
High School

Angela Luh Angela Luh San Francisco, California Details
Angela Luh's Pacific Advisors Experience June 2013 - August 2013
Job China Program Associate at Energy Foundation
Industry International Affairs
Experience
Energy Foundation  September 2015 - Present
Center for American Progress  January 2015 - May 2015
International Studies Student Association (ISSA) at UCSD   April 2014 - May 2015
Prospect Journal of International Affairs  April 2014 - May 2015
The Center for Ethics in Science and Technology   April 2012 - December 2014
UC San Diego Department of Political Science   February 2013 - October 2014
University of California, San Diego  January 2013 - October 2014
New Pathway Education & Technology Group  September 2013 - December 2013
Pacific Advisors   June 2013 - August 2013
World Trade Center San Diego  January 2013 - March 2013

Skills
Research, Journalism, Business Development, Political Science, International Studies, Adobe Creative Suite, Policy Analysis, Leadership, Community Outreach, Editing, Social Networking, Public Speaking

Education
University of California, San Diego   2011 — 2015
Bachelor of Arts (B.A.), International Politics, Economics, Major GPA: 3.88/4.0

Fudan University   2013 — 2013
International Business and East Asian Politics

Bethany Priess Bethany Priess Portland, Oregon Details
Bethany Priess's Pacific Advisors Experience July 2011 - October 2011
Job Esthetician at ULTA Beauty
Industry Cosmetics
Experience
ULTA Beauty  2014 - Present
Jax Hats Portland   April 2013 - Present
Hilton Worldwide  October 2012 - April 2013
Pacific Advisors   July 2011 - October 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing

Education
Paul Mitchell the School Portland   2014 — 2014
Esthetics Program

University of Montana   2002 — 2010
"Bachelors of Business Administration", Marketing

Mary Amen, LUTCF, CLU, MDRT Mary Amen, LUTCF, CLU, MDRT Orange County, California Area Details
Mary Amen, LUTCF, CLU, MDRT's Pacific Advisors Experience April 1992 - Present
Job 35 years in Insurance and Financial Services, Owner of the AmStein Company, Senior Financial Advisor at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   April 1992 - Present
Guardian Life Insurance  April 1992 - Present
Guardian Life Insurance Co. of America  1992 - Present
AmStein Company   October 1988 - Present

Skills
Retirement Planning, Disability Insurance, Insurance, Life Insurance, Employee Benefits, Retirement, Long Term Care Insurance, Financial Planners, Strategic Financial..., Fixed Annuities, Plannning, Long-term Care, Business Continuity..., Estate Planning

Education
Corona del Mar High School   1974 — 1976
Diplolma, General Education

Life

The American College
CLU, LUTCF, Estate, Personal and Business Planning

Ivy (Ivy Griffin) Kviz Ivy (Ivy Griffin) Kviz Greater Chicago Area Details
Ivy (Ivy Griffin) Kviz's Pacific Advisors Experience May 2011 - May 2012
Job Administrative Assistant
Industry Nonprofit Organization Management
Experience
Chicago Collegiate Charter School  June 2014 - Present
Caroline J. Smith & Associates   October 2013 - Present
City of Escondido (via Apple One Employment Agency)   March 2013 - May 2013
Pacific Advisors   May 2011 - May 2012
The Oceanscience Group (via Office Team Employment Agency)   November 2010 - February 2011
Jane Addams Hull House Association  July 2008 - September 2010
Jane Addams Hull House Association  April 2007 - July 2008
City Colleges of Chicago (Kennedy King College)   January 2005 - June 2006

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, PowerPoint, Contract Management, Strategic Planning, Operations Management, Project Management, Team Building, Contract Negotiation, Management, Team Leadership, Teamwork, Problem Solving, Highly detail oriented, Adaptable to Changes, Multitasking Skills, Motivation, Process Scheduler, Account Management, Event Planning, Program Management

Education
University of Notre Dame - Mendoza College of Business   2012 — 2013
Executive Certificate in Business Administration, Business Administration and Management, General

International Academy of Design and Technology-Chicago   2004 — 2007
Bachelor of Fine Arts (BFA), Interior Design

Illinois State University   1997 — 2002
Bachelor of Science (B.S.), Applied Science and Technology, 3.6

Jessica Amaya Jessica Amaya Fair Oaks, California Details
Jessica Amaya's Pacific Advisors Experience June 2014 - Present
Job Executive Administrative Assistant at Pacific Advisors
Industry Government Relations
Experience
Pacific Advisors   June 2014 - Present
Capital Gun Club   June 2013 - May 2014
Fair Oaks Chamber of Commerce   January 2012 - November 2013
Jamba Juice  September 2008 - December 2012

Skills
Management, Microsoft Office, Recruiting, Microsoft Excel, Microsoft Word, QuickBooks, Interviews, Sales, Invoicing, Newsletters, Project Planning, Team Management, Team Leadership, Research, New Hire Training, Inventory Management, Reporting & Analysis, Public Speaking, Event Planning, Organization Skills, Customer Service, PowerPoint, Social Media, Leadership

Education
William Jessup University   2012 — 2013
Bachelor Of Arts Public Policy, Government and Politics

California State University-Sacramento

Buck Evans Buck Evans Orange County, California Area Details
Buck Evans's Pacific Advisors Experience July 2012 - October 2012
Job Sales Support Specialist at Elsevier
Industry Real Estate
Experience
Elsevier  January 2015 - Present
Regal Wine Company  May 2014 - November 2014
Balboa Capital  July 2013 - April 2014
Faris Lee Investments  October 2012 - June 2013
Newport Beach Vineyards & Winery   October 2012 - May 2013
Pacific Advisors   July 2012 - October 2012
Fenton & Grant   May 2011 - March 2012
C’est Si Bon Bakery   January 2007 - January 2012
Flemings Prime Steakhouse & Winebar   January 2006 - January 2007
Balboa Island Ferry   January 2004 - January 2007

Skills
Event Management, Marketing, Strategic Planning, Customer Service, Wine, Social Media, Public Relations, Sales, Budgets, Microsoft Office, Finance, Negotiation, Management, Social Media Marketing, Investments, Retail, Event Planning, Microsoft Excel

Education
UCSC   2009 — 2011
History

Orange Coast College   2008 — 2009
Political Science

San Diego State University-California State University   2006 — 2008
Political Science

Newport Harbor High School   2002 — 2006

Eric Post Eric Post Greater Los Angeles Area Details
Eric Post's Pacific Advisors Experience July 2012 - Present
Job Financial Specialist at Pacific Advisors
Industry Insurance
Experience
Pacific Advisors   July 2012 - Present

Skills
Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Life Insurance, Estate Planning, Investments, Financial Services, Long Term Care Insurance, Insurance, College Savings Plans, Long-term Care, Mutual Funds, Wealth Accumulation, Wealth, Marketing, Securities, IRAs, Employee Benefits, 401k, Sales, Risk Management, Series 6, Series 63, Whole Life, Series 7, Term Life Insurance, Sales Management, Small Business, Team Building, Buy-sell Agreements, Account Management, Roth IRA, Finance, Health Insurance, Variable Annuities, 401k Rollovers, Income Protection, Retirement Savings, Universal Life, Captive Insurance..., Protective Ownership..., Business Succession...

Education
California State University-San Bernardino - College of Business and Public Administration   1991 — 1998
Bachelor's Degree, Marketing

San Bernardino High School   1987 — 1990
Diploma, General

Jeran M. Jaurigue Jeran M. Jaurigue Redlands, California Details
Jeran M. Jaurigue's Pacific Advisors Experience June 2002 - February 2011
Job Sales Development at NRG Home Solar
Industry Renewables & Environment
Experience
NRG Home Solar  July 2015 - Present
Sea Bright Solar, LLC   November 2014 - July 2015
Solarmax Technology  October 2013 - November 2014
Jaurigue and Associates   February 2011 - October 2013
Pacific Advisors   June 2002 - February 2011

Skills
Sales Management, Sales, Solar Energy, Training, Solar System Design, Solar Power, CRM, Finance, Retirement Planning, Marketing, New Business Development, Retirement, Cold Calling, Fixed Annuities, Lead Generation, Marketing Strategy, Mutual Funds, Financial Advisory, Business Development, 401k, Sales Operations, Estate Planning, Financial Planners, Insurance, Renewable Energy, Funding, Disability Insurance, Life Insurance, Team Building, Fixed Income, Wealth, Pensions, Asset Allocation, Annuities, Solar Tax Credits, Credit, Solar PV, Training & Development, Investments, Series 7, Term Life Insurance, Management, Financial Planning, Customer Service, Mortgage Lending, Portfolio Management

Education
California State University-Fullerton   2000 — 2002
BA, Communicative Disorders - Speech Langue Therapy

Riverside Community College   1997 — 1999
AA, General Studies, 3.25

Mike Hardy Mike Hardy Greater Los Angeles Area Details
Mike Hardy's Pacific Advisors Experience 1996 - 1998
Job SVP, Regional Manager, CMPS® at VIP Independent Mortgage, Inc.
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation  2006 - June 2014
MortgageTree Lending   2001 - 2006
Trinity Financial Partners  1998 - 2002
Pacific Advisors   1996 - 1998

Skills
Mortgage Lending, Refinance, FHA, Credit, Real Estate, Strategic Financial..., Loan Origination, Loans, Management, Investment Properties, Certified Mortgage..., Financial Analysis, USDA, Finance, Reverse Mortgages, Mortgage Banking, Asset Management, Real Estate Financing, Underwriting, Residential Mortgages, Funding, Financial Structuring, FHA financing, Referrals, VA loans, FHA Financing

Education
Azusa Pacific University   1990 — 1994
Pre-Med, Business

Professional Designations / Additional Studies

Garry Jean Baptiste Garry Jean Baptiste Santa Rosa, California Details
Garry Jean Baptiste's Pacific Advisors Experience November 2010 - Present
Job Financial Specialist
Industry Financial Services
Experience
Pacific Advisors   November 2010 - Present
HSBC  July 2006 - October 2008

Education
Empire School of Business   2010 — 2013
Accounting

San Francisco State University, College of Business   2004 — 2007
Busness Administration

Andrew Bobroff Andrew Bobroff Baltimore, Maryland Area Details
Andrew Bobroff's Pacific Advisors Experience May 2010 - August 2010
Job Senior for Risk Management in Financial Institutional Services
Industry Financial Services
Experience
T. Rowe Price  April 2014 - Present
T. Rowe Price  January 2013 - April 2014
Pacific Advisors   May 2010 - August 2010
University of Redlands  January 2009 - January 2010
McDonogh School  May 2005 - July 2008
ABC 2 News, WMAR-TV   September 2005 - June 2008

Skills
Sales, Event Planning, Public Speaking, Customer Service, Cold Calling, PowerPoint, Microsoft Word, Entrepreneurship, Social Media

Education
University of Redlands   2008 — 2012
Bachelor of Arts

University of Adelaide   2011 — 2011
Semester Abroad, Marketing

McDonogh   1998 — 2008
High School

David S. Meshulam David S. Meshulam Greater Los Angeles Area Details
David S. Meshulam's Pacific Advisors Experience January 2007 - February 2010
Job Meshulam Financial
Industry Financial Services
Experience
Meshulam Financial   January 2013 - Present
MassMutual Financial Group  February 2010 - December 2012
Pacific Advisors   January 2007 - February 2010
Northwestern Mutual  May 1979 - December 2006

Skills
Life Insurance Analysis, Succession Planning, Group Benefits, Employee Benefits, Disability Insurance, Long-term Care, Insurance, Health Insurance, Financial Advisory, Securities, Series 6, Retirement Planning, Estate Planning, Retirement, Underwriting, Strategic Financial..., Fixed Annuities, Financial Services, Wealth Accumulation, Investments, Long Term Care Insurance, 401k, Life Insurance, Term Life Insurance, Personal Finance, Buy-sell Agreements, Income, Retirement Savings, Series 24, Mutual Funds, Series 7, Asset Allocation, Banking, Financial Planners, Wealth Management..., Mortgage Lending, Wealth Management, Portfolio Management, Retirement Plan..., Asset Protection, High Net Worth..., Roth IRA, Investment Strategies, 529 Plans, College Savings Plans, Premium Financing, Non-Qualified Deferred..., Alternative Investments, Small Business, Investment Advisory

Education
University of California, Los Angeles   1974 — 1978
M.B.A., Sales Management

Woodbury University   1965 — 1969
BSBA, Sales Management and Marketing

Chuck Chiodo Chuck Chiodo Orange County, California Area Details
Chuck Chiodo's Pacific Advisors Experience September 2001 - March 2004
Job Branch Manager for OmniFund, Inc
Industry Financial Services
Experience
Omni-Fund Inc.  December 2011 - Present
eVantage Financial  October 2013 - November 2014
Mortgage Bank of California  January 2011 - December 2011
Franklin Advantage, Inc.   June 2010 - January 2011
Tri-Emerald Financial Group  September 2009 - June 2010
Innovative Financial Strategies, Inc.   November 2005 - 2009
CJ Investments, Inc.   2003 - 2008
Pacific Advisors   September 2001 - March 2004
A.G. Edwards & Sons, Inc.   July 1999 - September 2001
Pacific Computer Expansions, Inc.   August 1995 - July 1999

Skills
Mortgage Lending, FHA, Loans, Investment Properties, Refinance, Investments, Finance, Real Estate Transactions, Credit, Real Estate, Sales, Loan Origination, Reverse Mortgages, Mortgage Banking, Residential Mortgages, Negotiation, Real Estate Financing, Short Sales, VA Loans, Financial Analysis, Sales Management, Sales Operations, Consultative Selling, FHA Financing

Education
California State University-Long Beach - College of Business Administration   1994 — 1999
BS-Business Finance, Finance

Robert Sarkissian Robert Sarkissian Greater Los Angeles Area Details
Robert Sarkissian's Pacific Advisors Experience 2012 - Present
Job Managing Director at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   2012 - Present

Education
University of Southern California
BS, Bus Admin/ Finance

Sam Blanchard, CPA Sam Blanchard, CPA San Francisco Bay Area Details
Sam Blanchard, CPA's Pacific Advisors Experience June 2008 - August 2008
Job Senior Internal Auditor at BioMarin Pharmaceutical Inc.
Industry Accounting
Experience
BioMarin Pharmaceutical Inc.  October 2014 - Present
KPMG  August 2011 - September 2014
KPMG  June 2010 - August 2010
Pacific Advisors   June 2008 - August 2008
San Diego Business Journal  June 2007 - August 2007

Skills
Auditing, Financial Reporting, US GAAP, Internal Controls, Accounting, Leadership, Budgets, GAAP, SEC filings, Sarbanes-Oxley Act, CPA, Financial Accounting

Education
University of California, Berkeley   2007 — 2011
BS, Business Administration

Jay Hornbuckle Jay Hornbuckle Citrus Heights, California Details
Jay Hornbuckle's Pacific Advisors Experience September 2004 - Present
Job Executive Director at Citrus Heights Regional Chamber of Commerce
Industry Nonprofit Organization Management
Experience
Pacific Advisors   September 2004 - Present
Citrus Heights Regional Chamber of Commerce  February 2015 - Present
Rancho Cordova Chamber of Commerce  June 2007 - January 2015
Avantac Technologies, Inc.   August 1998 - August 2003
Hornbuckle Advertisement & Distribution (HAD)   June 1996 - December 1998

Skills
Public Speaking, Strategic Planning, Customer Service, Team Building, Social Media, Public Relations, Non-profits, Event Planning, Program Management, Marketing, Sales Management, Social Media Marketing, Marketing Strategy, Coaching, Microsoft Office, Nonprofits, Sales, Entrepreneurship, Management, CRM, Small Business, Insurance, Account Management, Leadership, Team Leadership, Start-ups, Strategy, Online Marketing, Business Planning, Leadership Development, Project Management, Time Management, Budgets, Fundraising, Employee Benefits, New Business Development, Networking, Social Networking, Event Management, Project Planning, Disability Insurance, Fixed Annuities, Recruiting, Media Relations

Education
National University   1992 — 1993

California State University-Sacramento   1989 — 1991

University of London   1988 — 1989

Kapiolani Community College   1986 — 1987

Del Campo High School   1983 — 1986

Christina Sammons, CTS Christina Sammons, CTS Charlotte, North Carolina Details
Christina Sammons, CTS's Pacific Advisors Experience February 2004 - December 2006
Job Senior Technical Recruiter
Industry Staffing and Recruiting
Experience
RCS Corporation  November 2012 - Present
Cirrus Medical Staffing  June 2011 - September 2012
The Bloch Agency   April 2007 - June 2011
Pacific Advisors   February 2004 - December 2006

Skills
Allied Health, Contract Negotiation, Applicant Tracking..., Application Lifecycle..., Talent Acquisition, Recruiting, Contract Hire, Contract Recruitment, Internet Recruiting, Staffing Services, Technical Recruiting, Talent Management, Sourcing, Temporary Placement, Permanent Placement, Screening Resumes, Nuclear

Education
Elon University   1994 — 1998
BA, Elementary Education and Teaching

Cameron M. Shank Cameron M. Shank Newport Beach, California Details
Cameron M. Shank's Pacific Advisors Experience September 2015 - Present
Job Financial Representative at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   September 2015 - Present
Northwestern Mutual  May 2012 - August 2015
Ohio University  April 2009 - June 2012
Ohio University Student Equity Management Group  January 2011 - May 2012
Guide Technologies  July 2011 - August 2011
Roulston Research  December 2010 - April 2011

Skills
Financial Analysis, Strategic Financial..., Holistic Financial..., Financial Modeling, Investments, Personal Finance, Life Insurance, Disability Insurance, Long Term Care Insurance, Analysis, Finance, Management, Portfolio Management, Sales, Customer Service, Public Speaking, Risk Management, Financial Planning, Microsoft Office, Microsoft Excel, PowerPoint

Education
Ohio University   2008 — 2012
Bachelor of Business Administration, Finance, Accounting

Bellbrook High School   2005 — 2008

Rachel Bidlack Rachel Bidlack San Francisco, California Details
Rachel Bidlack's Pacific Advisors Experience October 2012 - July 2013
Job Marketing Coordinator at KMD Architects
Industry Marketing and Advertising
Experience
KMD Architects  January 2015 - Present
Snyder Langston  January 2014 - February 2015
Marais USA   August 2013 - February 2014
Avon  November 2013 - January 2014
Pacific Advisors   October 2012 - July 2013
Project Gateway   February 2011 - April 2011

Skills
Photoshop, Illustrator, InDesign, Graphic Design, Adobe Creative Suite, Microsoft Office, Logo Design, Illustration, PowerPoint, Mac, Marketing, Graphics, Adobe Acrobat, Flyers, Customer Service, Social Media

Education
Azusa Pacific University   2009 — 2013
Bachelor of Arts (BA), Graphic Design

University of Virginia   2012 — 2012

Ted E Norton Ted E Norton Orlando, Florida Details
Ted E Norton's Pacific Advisors Experience June 2003 - January 2011
Job Masters Tennis Coordinator for Orlando at USTA
Industry Sports
Experience
USTA Masters Tennis Program   July 2015 - Present
Self Employed  August 2014 - Present
TEN  October 2012 - August 2014
TEN Inc.   November 2011 - October 2012
Pacific Advisors   June 2003 - January 2011
Telecomm Advantage Networks, Inc.   November 1998 - May 2003
MCI, Sprint, Pacific Bell, ICG, Brooks Fiber   June 1977 - October 1998

Skills
Microsoft Office,..., Strategy, Management, Small Business, Customer Service, Microsoft Word, Finance, Telecommunications, Public Speaking, Nonprofits, Microsoft Office, Coaching, PowerPoint, Entrepreneurship, Marketing, Microsoft Excel, Strategic Planning, Tennis Instruction, Leadership, Consulting

Education
Chapman University   1978 — 2000
BA, Clinical Psychology

Marguerite Rangel Marguerite Rangel Greater Los Angeles Area Details
Marguerite Rangel's Pacific Advisors Experience September 2006 - Present
Job JD CLU® ChFC® | NFL Players Association (NFLPA) Registered Player Financial Advisors | Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   September 2006 - Present

Education
University of San Francisco School of Law   1975 — 1978
JD, Law

Humboldt State University
Bachelor’s Degree, French Studies

The American College
CLU, ChFC, Financial & Estate Planning

Universidad Nacional Autónoma de México
Bachelor’s Degree, Art History, Criticism and Conservation

Trenton Mason Trenton Mason San Francisco Bay Area Details
Trenton Mason's Pacific Advisors Experience February 2002 - Present
Job Financial Representative at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   February 2002 - Present

Skills
Insurance, Financial Planning, Investments, Retirement Planning, Financial Analysis

Education
Sonoma State University School of Business and Economics   1997 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Stefanie Barron Stefanie Barron Orange County, California Area Details
Stefanie Barron's Pacific Advisors Experience February 2013 - Present
Job Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   February 2013 - Present
Jamba Juice  February 2011 - March 2013

Skills
Recruiting, PowerPoint, Insurance, Public Speaking, Leadership Development, Training, Microsoft Word, Leadership, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Event Planning, Teamwork, Social Networking, Research, English, HTML, Highly personable, Organization, Wedding Planning, Wedding Management

Education
California Baptist University   2015 — 2018
Master of Science, School Counseling with a PPS Credential

University of California, Riverside   2009 — 2013
Bachelor of Arts (B.A.), Psychology

Rancho Cucamonga High School   2005 — 2009

Nancy Do Nancy Do San Jose, California Details
Nancy Do's Pacific Advisors Experience August 2015 - Present
Job Office Coordinator/Customer Support Representative at Pacific Advisors
Industry
Experience
Pacific Advisors   August 2015 - Present
InSpa Corporation  October 2014 - Present
Lavande Nail Spa   September 2011 - August 2014

Skills
Biology, Hospitality, Chemistry, Human Anatomy, Receptionist Duties, Communication, Student Leadership, Conservation Biology, Statistical Data..., Service Coordination, Team Leadership, Microsoft Excel, Plant Ecology, Microbiology, Laboratory, Sales Management

Education
San Jose State University   2009 — 2014
Bachelor's Degree, Biology/Biological Sciences, General

Daniel Caudillo III Daniel Caudillo III Phoenix, Arizona Area Details
Daniel Caudillo III's Pacific Advisors Experience January 2009 - July 2010
Job Senior Associate
Industry Banking
Experience
Bank of America  September 2014 - Present
DC Holding Co.   February 2015 - August 2015
Pacific Advisors   January 2009 - July 2010

Skills
Small Business, Investments, Marketing, Management, Microsoft Office, Real Estate, Insurance

Education
Devry University   2009 — 2012
Bachelor’s Degree, Business Administration / Finance

Santa Barbara Business College-Bakersfield   2007 — 2009
Associate’s Degree, Business Administration / Accounting

Samuel E. Villalta, MBA Samuel E. Villalta, MBA Orange County, California Area Details
Samuel E. Villalta, MBA's Pacific Advisors Experience August 2012 - October 2013
Job Experienced Relationship Manager
Industry Industrial Automation
Experience
Climatec, LLC  2015 - Present
CCSOM   September 2013 - June 2015
Pacific Advisors   August 2012 - October 2013
FMC Financial Group  June 2010 - August 2012
Blackshear Fitness   November 2009 - May 2011
24 Hour Fitness  February 2003 - June 2008

Skills
Long-term Care, PowerPoint, Leadership Development, Life Insurance, Disability Insurance, Retirement, Insurance, Training, Mutual Funds, Social Media Marketing, Sales Management, Microsoft Office, Term Life Insurance, Fixed Annuities, Sales, Customer Service, Coaching, Inventory Management, Microsoft Word, Whole Life, Event Planning, Fitness, Leadership, Personal Training

Education
University of Phoenix   2008 — 2010
MBA, Business and Marketing

University of Phoenix   2006 — 2008
Bachelor of Science, Business; Marketing

Riverside City College   2001 — 2005
Associates in Arts, General

Riverside City College   2001 — 2005
Associates in Science, General

Moreno Valley High School   1996 — 2000
High School, General

Jaquelyn Parungao, MSBA Jaquelyn Parungao, MSBA Orange County, California Area Details
Jaquelyn Parungao, MSBA's Pacific Advisors Experience May 2009 - June 2011
Job Business Development Profesional
Industry Insurance
Experience
Pinnacle Claims Management, Inc.   August 2013 - Present
JBAN Imagen y Arte   April 2012 - June 2012
Pacific Advisors   May 2009 - June 2011
Prudential Financial  July 2007 - April 2009
New York Life Insurance Company  September 2005 - June 2007

Skills
Financial Services, Leadership, CRM, Strategy, Portfolio Management, Analysis, Sales

Education
San Diego State University-California State University
Masters of Science in Business Administration, Financial and Tax Planning

University of California, San Diego
Bachelor of Arts, International Studies: Economics

Universidad Carlos III de Madrid
Spanish Economics, Political Science, Business Spanish

Rosary High School

David B. Murbach II David B. Murbach II Bakersfield, California Area Details
David B. Murbach II's Pacific Advisors Experience January 2015 - Present
Job Financial Specialist at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   January 2015 - Present
United States Army  July 2008 - December 2012

Skills
Sales, Healthcare, Finance, Real Estate, Disability Insurance, Leadership, Life Insurance, Management, Investments, Strategic Planning, Team Leadership

Education
University of Phoenix   2013 — 2015
Bachelor of Science (BS), Business Administration and Management, General

Mathew Heldman Mathew Heldman San Francisco Bay Area Details
Mathew Heldman's Pacific Advisors Experience September 2013 - February 2015
Job Associate Territory Manager (Peripheral Vascular) at CR Bard
Industry Financial Services
Experience
CR Bard  February 2015 - Present
Pacific Advisors   September 2013 - February 2015
Vector Marketing  June 2012 - September 2013
Beat Bug Entertainment   January 2012 - September 2013
Fleischman Field Research  April 2012 - May 2012
TranscribeMe  February 2012 - May 2012
Lewis Brisbois Bisgaard & Smith LLP  April 2007 - September 2007

Skills
Market Research, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Research, Customer Service, Editing, Marketing Strategy, Sales, Leadership, CRM, Business Development, Recruiting, Financial Analysis, Finance, Marketing, Social Media Marketing, Social Networking, Time Management, Management, Teamwork, Team Leadership, Strategic Planning, Public Speaking, Salesforce.com, Entrepreneurship, Investments, New Business Development, Business Planning, Analysis, Data Analysis, Strategy, Account Management, Team Building, Sales Management, Customer Satisfaction, Coaching, Cold Calling, Business Strategy, Direct Sales

Education
Dana Hills High School

Niguel Hills

University of San Francisco
Bachelor of Science in Management, Economics

Ben Visser Ben Visser Beverly Hills, California Details
Ben Visser's Pacific Advisors Experience June 2014 - Present
Job Financial Advisor at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   June 2014 - Present
Word of Life Christian Center  January 2010 - August 2014
Arkad Associates, Legal Shield Representative   June 2011 - September 2013

Skills
Communication, Leadership, Retirement Planning, Customer Service, Financial Planning, Project Management, Financial Analysis, Microsoft Excel, Insurance, First Time Home Buyers, Portfolio Management, Real Estate Transactions, Sales, Finance, Investment Properties

Education
College of Southern Nevada   2010 — 2013

Kaitlyn Dobbins Kaitlyn Dobbins La Jolla, California Details
Kaitlyn Dobbins's Pacific Advisors Experience June 2015 - Present
Job Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   June 2015 - Present

Skills
Budgets, Finance, Stata, Economics, Research, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Social Networking

Education
University of California, San Diego   2011 — 2015
Bachelor’s Degree

Evan Kidwell Evan Kidwell Claremont, California Details
Evan Kidwell's Pacific Advisors Experience January 2015 - Present
Job Corporate Education Coordinator
Industry Financial Services
Experience
Pacific Advisors   January 2015 - Present
Hatch Early Learning  September 2013 - December 2014
CoStar Group  October 2012 - September 2013
CoStar Group  March 2012 - September 2012
First Financial Group  March 2011 - January 2012

Skills
Wrestling, Account Management, Qualifying Prospects, Sales Process, Salesforce.com, Cold Calling, Lead Generation, New Business Development, Business Development, Marketing Strategy, Sales, Direct Sales, Leadership, Sales Presentations, CRM, Marketing, Customer Service, Management

Education
Messiah College   2006 — 2010
Bachelor of Business Administration (BBA), Business Leadership

Messiah College   2006 — 2010
Bachelor of Arts (B.A.), German Language and Literature

Anthony Varner MBA Anthony Varner MBA Sacramento, California Area Details
Anthony Varner MBA's Pacific Advisors Experience March 2014 - Present
Job I help people who are too busy with their Work Life, Family Life and Social Life get organized financially.
Industry Financial Services
Experience
Paramount Equity  May 2015 - Present
Pacific Advisors   March 2014 - Present
Rising Stock   September 2012 - Present
ASUREA  February 2013 - January 2014

Skills
Final Cut Pro, Film Production, Video Editing, Storyboarding, Cinematography, Film, Photography, Screenwriting, Short Films, Film Editing, Post Production, Final Cut Studio, Video Production, Feature Films, Music Videos, Small Business, Videography, Digital Photography, Producing, Video, Documentaries, Directing, Camera Operating, Web Video, Customer Service, Social Media, Leadership, Sales, Social Networking, Team Building, Event Planning, Marketing, Strategic Planning, Management, Social Media Marketing, Public Speaking, Public Relations, Advertising, Microsoft Word, Event Management, Coaching, Marketing Strategy, Sales Management, PowerPoint, Budgets, Time Management, Microsoft Excel, Business Development, Entrepreneurship, Fundraising

Education
University of Canterbury   2012 — 2014
Master of Business Administration (M.B.A.), General Sales, Merchandising and Related Marketing Operations, 3.4

Academy of Art University   2008 — 2010
Associate of Arts and Sciences (AAS), Film/Cinema/Video Studies

American River College   2004 — 2006
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Mira Loma

Stephen Albers Stephen Albers San Diego, California Details
Stephen Albers's Pacific Advisors Experience February 2013 - June 2013
Job Software Asset Analyst at Illumina
Industry Oil & Energy
Experience
Illumina  November 2014 - Present
Solar Turbines  July 2013 - October 2014
Preferred Employers Insurance Company  June 2013 - July 2013
Pacific Advisors   February 2013 - June 2013
Waddell & Reed  May 2012 - August 2012
White & Company Insurance  May 2011 - August 2011

Skills
Microsoft Office, Public Speaking, Financial Analysis, Entrepreneurship, Portfolio Performance..., SQL Server Management..., PowerPoint, Event Planning, Marketing, Microsoft Word, Customer Service, Direct Sales, Outlook, Social Networking, Time Management, Teamwork, Accounting, Microsoft Excel, Social Media, Data Entry, Leadership

Education
University of San Diego   2009 — 2013

Robert Frias Robert Frias Orange County, California Area Details
Robert Frias's Pacific Advisors Experience April 2015 - Present
Job Financial Executive
Industry Financial Services
Experience
Pacific Advisors   April 2015 - Present
Financial Services Representative   December 2012 - March 2015
Glacial Energy  February 2010 - December 2013
Danka Office Imaging (now Konica-Minolta)   February 2007 - June 2008
Microsoft IP Ventures   March 2006 - January 2007
Self Employed Ventures   February 1998 - February 2006
Oce-USA Office Imaging   May 1995 - January 1998
Xerox Corporation  January 1990 - April 1995

Skills
Contract Negotiation, Sales Management, Non-profit Leadership, New Business Development, Business Strategy, Sports Coaching, Microsoft Technologies, Internet Entrepreneur, Public Speaking, Strategy, Team Building, Start-ups

Education
University of Southern California   1987 — 1990
Organizational Communication Major, Cinematic Film Minor

Saddleback College   1984 — 1986
University Transfer, Film/Cinema Studies and General Education

Walter T. Nelson Walter T. Nelson Orange County, California Area Details
Walter T. Nelson's Pacific Advisors Experience April 2002 - Present
Job Financial Representative at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   April 2002 - Present

Education
University of Southern California   1983 — 1987
Bachelor of Applied Science (BASc), Business/Managerial Economics

Eric Nordseth Eric Nordseth Greater Los Angeles Area Details
Eric Nordseth's Pacific Advisors Experience August 2009 - Present
Job Vice President of Brokerage
Industry Insurance
Experience
Pacific Advisors   August 2009 - Present
Shelter Insurance Companies  2005 - 2009
Ohio National Financial Services  2004 - 2005
Lutheran Brotherhood/Thrivent Financial for Lutherans   1984 - 2003

Skills
Insurance, Life Insurance, CLU, Property & Casualty..., Financial Services, Term Life Insurance, Marketing, Fixed Annuities, Series 7, ChFC, Whole Life, Long-term Care, Retirement Planning, Commercial Insurance, Leadership, Disability Insurance, Sales Management, Health Insurance, General Insurance, Umbrella Insurance, Universal Life, Liability, Management, Retirement, 401k, Estate Planning, Long Term Care Insurance, Financial Planners, Series 6, Mutual Funds, Series 63, IRAs, Wealth Management, Underwriting, Strategic Financial..., Wealth, Investments, Financial Advisory, Securities, Employee Benefits, Small Business, Asset Allocation, Pensions, Sales, Buy-sell Agreements, Investment Advisory, Health Savings Accounts, Portfolio Management, Wealth Management..., Brokers

Education
The American College   1992 — 1999
CLU,ChFC,CFP, Personal Finance

Northwestern University - Kellogg School of Management   1980 — 1982

Lake Forest College   1975 — 1979
BA, Economics

Donna Schwartz Donna Schwartz Bakersfield, California Details
Donna Schwartz's Pacific Advisors Experience 2004 - Present
Job Ultimate Entrepreneur Marketing
Industry Marketing and Advertising
Experience
Ultimate Entrepreneur   August 2004 - Present
Pacific Advisors   2004 - Present
Kern Real Estate Investors Network   November 2011 - Present
Independent Marketing Executive   September 2010 - Present
Liberty League International  2007 - 2010
Shamrock Safety Products and Fire Service   May 1985 - May 1994
Panama Buena Vista Union School District  September 1975 - June 1988

Skills
Home Based Business, Public Speaking, Entrepreneurship, Retail, Network Marketing, Small Business, Personal Development, Coaching, Marketing, Management, Strategic Planning, Marketing Strategy, Direct Sales, Networking, Social Networking, Team Building, Customer Service, Leadership, Online Marketing, Sales, Training, Online Advertising, Email Marketing, Social Media, Event Management, Social Media Marketing, Leadership Development, Wellness, Public Relations

Education
University of California, Santa Barbara   1961 — 1965
BA, Physical and Health Education

Molly Crippen Molly Crippen Greater Los Angeles Area Details
Molly Crippen's Pacific Advisors Experience April 2008 - Present
Job VP of Sales Management at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   April 2008 - Present
Tax & Financial Group  1976 - 2003

Skills
Estate Planning, Disability Insurance, Retirement Planning, Strategic Financial..., Fixed Annuities, Retirement, Series 7, Life Insurance, Long-term Care, Wealth Management, Financial Advisory, Financial Services, Financial Planners, Insurance, Mutual Funds, Investments, Securities, Health Insurance, Wealth, Financial Planning

Education
University of North Texas
BA, Mathematics

Brad Knerr Brad Knerr San Luis Obispo, California Area Details
Brad Knerr's Pacific Advisors Experience November 2008 - October 2011
Job Employee Benefits Account Executive at Van Beurden Insurance Services, Inc.
Industry Financial Services
Experience
Van Beurden Insurance Services, Inc.   October 2011 - Present
Pacific Advisors   November 2008 - October 2011
Promark Financial  October 2005 - November 2008

Skills
Employee Benefits, Health Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement, Fixed Annuities, Retirement Planning, Risk Management, Estate Planning, Strategic Financial..., Business Planning, Insurance, Long-term Care, Term Life Insurance, IRAs, Whole Life, Underwriting, Financial Planning

Education
California Polytechnic State University-San Luis Obispo   2002 — 2005
BS, Business, Finance

Ken Stout Ken Stout Greater Los Angeles Area Details
Ken Stout's Pacific Advisors Experience July 2010 - October 2012
Job Project Management/Business Development
Industry Banking
Experience
Opus Bank  May 2014 - Present
Fairway Independent Mortgage Corporation  July 2013 - May 2014
PennyMac  January 2013 - July 2013
Pacific Advisors   July 2010 - October 2012
Prudential Financial  August 2008 - June 2010
Countrywide Full Spectrum Lending  August 2005 - August 2008
Russent Motors   September 2003 - August 2005
Penske Motorcars   January 2003 - August 2003

Skills
Financial Services, Mortgage Lending, Finance, Strategic Planning, Employee Benefits, Sales, Start-ups, Banking, Social Networking, Business Development, Financial Advisory, Retirement, Retirement Planning, Strategic Financial..., Fixed Annuities, Small Business, Loans, Refinance, Wealth Management, Life Insurance, Financial Planning

Education
Embry-Riddle Aeronautical University   1996 — 2001
Bachelor of Science, Business, Mathematics, Flight Safety

Chad Bradley Chad Bradley Bakersfield, California Details
Chad Bradley's Pacific Advisors Experience August 2013 - May 2014
Job Youth Pastor / HS Teacher at Greater Bakersfield First Pentecostal Church / Bethel Apostolic Academy
Industry Education Management
Experience
Greater Bakersfield First Pentecostal Church / Bethel Apostolic Academy   August 2014 - Present
Pacific Advisors   August 2013 - May 2014
University of Phoenix  September 2009 - August 2013
I Do Tuxedos   March 2007 - May 2009
Bakersfield Suit Outlet   March 2007 - October 2007

Skills
Student Services, Higher Education, Campus, Student Affairs, Staff Development, University Teaching, Curriculum Design, Academic Administration, Microsoft Office, Conflict Resolution, Tutoring, Workshop Facilitation, Distance Learning, Educational Technology, Retaining Customers, Admissions, Organizational..., Career Development, Training, Student Engagement, Coaching, Admissions Counseling, Adult Education, PowerPoint, Mental Health, Research, Nonprofits, Career Counseling, Student Counseling, Courses, CampusVue, Academic Advising, Resume Writing, Instructional Technology, Customer Service, E-Learning, Supervisory Skills, Leadership Development, Enrollment Management, Accreditation, Classroom, Microsoft Excel, Community Outreach, Student Recruiting, Leadership, Event Planning, Critical Thinking, Instructional Design, Social Services, Educational Leadership

Education
University of Phoenix-Central Valley Campus   2009 — 2013
Bachelor's Degree, Business Management

Bethel Apostolic Academy

Alan Molle Alan Molle Orange County, California Area Details
Alan Molle's Pacific Advisors Experience December 2003 - November 2004
Job Life Insurance Specialist at Automobile Club of Southern California
Industry Financial Services
Experience
Washington Mutual Investments, now J.P Morgan Chase   May 2005 - May 2009
Pacific Advisors   December 2003 - November 2004
Pacific Life Insurance - Newport Beach, CA   May 1998 - September 2003
Aid Association for Lutherans  April 1984 - November 1998

Education
Fullerton College

David Kubit David Kubit Orange County, California Area Details
David Kubit's Pacific Advisors Experience 1988 - Present
Job Owner, Pacific Advisors
Industry Venture Capital & Private Equity
Experience
Pacific Advisors   1988 - Present
Vosaic LLC   1996 - 2000

Education
University of California, Davis   1976 — 1979

Celina Coffman Celina Coffman Orange County, California Area Details
Celina Coffman's Pacific Advisors Experience July 2003 - Present
Job Financial Specialist at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   July 2003 - Present

Skills
Life Insurance, Disability Insurance, Insurance, Employee Benefits, Wealth, Health Insurance, Qualified Retirement..., Customer Service, IRAs, Securities, Plannning, CRM, Long Term Care Insurance, Finance, Fixed Annuities, Long-term Care, Business Services, Retirement Planning, Estate Planning, Retirement, Series 7, Wealth Management, 401k

Education
California State University-Long Beach - College of Business Administration   2002 — 2005
Business, Finance

Randy Dickinson, Marketing Automation Expert Randy Dickinson, Marketing Automation Expert Orange County, California Area Details
Randy Dickinson, Marketing Automation Expert's Pacific Advisors Experience 1997 - 2005
Job We create sales and marketing automations that rapidly grow your business
Industry Marketing and Advertising
Experience
Dickinson Marketing Services   April 2009 - Present
ImpactThinking   June 2008 - Present
ACTS  1995 - Present
Gratefulgivers.com   January 2013 - July 2014
Philanthropy International   January 2000 - July 2014
Highperformingadvisors.com   2009 - 2012
Pacific Advisors   1997 - 2005

Skills
Strategic Planning, Nonprofits, Marketing Strategy, Small Business, Public Speaking, New Business Development, Marketing, Business Planning, Strategic Financial..., CRM, Online Marketing, Strategy, Business Strategy

Education
Aji Network   2006 — 2008

The American College   2003 — 2005
Charted Advisor in Philanthropy, Charity

Whittier College   1971 — 1975
Chemistry, Economics, History

Hardika Dhanesha Hardika Dhanesha San Francisco Bay Area Details
Hardika Dhanesha's Pacific Advisors Experience September 2009 - February 2010
Job Relationship Manager and Business Development at Gurome
Industry Financial Services
Experience
Gurome   April 2010 - Present
Pacific Advisors   September 2009 - February 2010
Motilal Oswal Securities Ltd  January 2007 - August 2008
Basic Financial Services Pvt Ltd   August 2003 - August 2005

Education
California State University-East Bay   2008 — 2010
MBA, Finance

K.C Law college Mumbai   2003 — 2007
LLB, Law

Sydenham College of Commerce and Economics   1998 — 2003
B.Com, Commerce

Bombay Scottish School   1986 — 1998
High School

Ron Cain Ron Cain San Jose, California Details
Ron Cain's Pacific Advisors Experience 2010 - March 2015
Job Human Resources Manager at Black Diamond Video
Industry Financial Services
Experience
Black Diamond Video  March 2015 - Present
Benefit Matrix / Pacific Advisors   September 2012 - March 2015
Pacific Advisors   2010 - March 2015
Consani Associates, Ltd.   August 2007 - August 2010
Ternion Bio   2008 - 2010
First Magnus Financial  2005 - 2007
First Franklin Financial Corp.  2003 - 2005
First Franklin Financial Corp.  February 2003 - April 2003
Pontes Financial Group   2001 - 2003
Corio  August 1998 - September 2001

Skills
Finance, Management, Business Development, Consulting, Project Management, Sales, Management Consulting, Small Business, Business Planning, Loans, Microsoft Excel, Investments

Education
California Institute of Integral Studies   1994 — 1997
BA, Liberal Arts / Education

NLP University   1994 — 1997
Masters, Business Leadership & Negotiation

Landmark Education   1972 — 1992
Personal Development

Kim Mo Mahoney Kim Mo Mahoney Greater San Diego Area Details
Kim Mo Mahoney's Pacific Advisors Experience March 2015 - Present
Job FR Asset and Liability Protection Specialist at Pacific Advisors
Industry Military
Experience
Pacific Advisors   March 2015 - Present
Goosehead Insurance Agency  March 2015 - Present
USMC Reserves  April 1992 - Present
State Farm Agent  April 2011 - March 2015
Black and Decker HHI  April 2008 - April 2011
American Airlines  April 2001 - August 2003
FedEx  January 2000 - April 2001

Skills
Series 6, Series 63, Licensed Life & Health..., Licensed Property &..., Mortgage Lending, Leadership, Process Improvement, Strategic Planning, Command, Marketing, Business Development, Insurance, Flight Safety, Security Clearance, Crew Resource Management, Public Speaking, Operational Risk..., Tactics, Operational Planning, MBA, Organizational..., Small Business, Training, Military, Military Operations, Program Management, Customer Satisfaction, Property & Casualty...

Education
Masters Business Administration (USC Marshall School of Business)   2006 — 2008
Master of Business Administration (M.B.A.)

University of California, Santa Barbara   1988 — 1992
Bachelor of Arts (B.A.), Economic/Political Science Dual Degree, 3.48 GPA

Crespi Carmelite High School   1984 — 1988
High School

Lynn (Sciorelli) Toth Lynn (Sciorelli) Toth Sacramento, California Area Details
Lynn (Sciorelli) Toth's Pacific Advisors Experience May 2011 - June 2014
Job Land Development Engineer at City of Rocklin, CA
Industry Civil Engineering
Experience
City of Rocklin, CA   June 2014 - Present
Pacific Advisors   May 2011 - June 2014
Psomas  December 1995 - January 2009

Education
California Polytechnic State University-San Luis Obispo   1982 — 1986
BS, Civil Engineering

Kim Adam Kim Adam Orange County, California Area Details
Kim Adam's Pacific Advisors Experience February 2013 - April 2014
Job Luxury Travel Advisor
Industry Leisure, Travel & Tourism
Experience
XO Modern Travel   August 2015 - Present
Kim Adam Accounting   February 2012 - Present
Pacific Advisors   February 2013 - April 2014
Nutrimedia   March 2004 - January 2012
Prentiss Properties  June 2002 - June 2003

Skills
Project Management, CRM, Leadership, E-commerce, Financial Reporting, Accounting, Marketing, Management, Start-ups, Microsoft Office, Microsoft Excel, Process Improvement, Business Process...

Education
Pepperdine University   2007 — 2009
Masters of Business Administration

Pepperdine University, The George L. Graziadio School of Business and Management   2007 — 2009
Master of Business Administration (MBA)

The University of Texas at Arlington - College of Business Administration   1998 — 2002
Management Information Systems

University of Texas   1998 — 2002
Bachelor of Science

Beth Brigadier Beth Brigadier San Francisco Bay Area Details
Beth Brigadier's Pacific Advisors Experience September 2005 - September 2007
Job at Loring Ward
Industry Financial Services
Experience
Loring Ward  November 2009 - Present
Bellatore  September 2007 - October 2009
Pacific Advisors   September 2005 - September 2007
Frontier Infiniti  August 2003 - September 2005

Skills
Wealth Management, Asset Allocation, Finance, Portfolio Management, Mutual Funds, Series 7, Investments, Strategic Financial..., Asset Management, Investment Advisory, Securities, Retirement Planning, Investment Management, Series 63

Education
California Polytechnic State University-San Luis Obispo   1999 — 2003
Business Administration

Becky Tindell Becky Tindell Sacramento, California Area Details
Becky Tindell's Pacific Advisors Experience June 2013 - Present
Job Office Technician at California Department of Public Health
Industry Insurance
Experience
California Department of Public Health  May 2014 - Present
Pacific Advisors   June 2013 - Present
major corporations   August 2007 - Present
Pacific Advisors   2013 - 2013
Wells Fargo  August 2007 - March 2012
Glocker   January 1999 - August 2007
Law Office of Catherine L.Hughes   January 1989 - January 1996

Skills
Loans, Mortgage, Credit, Banking, Mortgage Lending, Hold Series 6, 63 and Life Insurance..., Hospitality, Customer Service, Sales Management, Cross Selling, Sales, Advertising, Writing, Research, Mortgage Banking, Asset Managment, Life Insurance, Financial Analysis, Call Center, Credit Analysis, Direct Sales, Team Building, Residential Mortgages, SBA, Merchant Services, Loan Origination, Strategic Planning, Finance, Relationship Management, Program Management, Licensing, Public Speaking, Lotus Notes, CRM, Building Relationships, Series 63, Real Estate, Contract Negotiation, Refinance, Customer Experience, Mutual Funds, Customer Satisfaction, Underwriting, FHA, Project Management, Portfolio Management, CA Insurance License, Licensed to Sell..., Investments

Education
University of California, Davis   2013 — 2013
Paralegal Certificate, Paralegal Studies

University of California, Berkeley
Bachelor of Arts (B.A.), History

Harry M Gousha III, CLU Harry M Gousha III, CLU Greater Los Angeles Area Details
Harry M Gousha III, CLU's Pacific Advisors Experience August 2012 - Present
Job Pacific Advisors, Director, Health Insurance/Employee Benefits at Pacific Advisors
Industry Insurance
Experience
Pacific Advisors   August 2012 - Present
Group Benefits Plus   1986 - 2001

Skills
Employee Benefits, Disability Insurance, Insurance, Life Insurance, Health Insurance, Financial Services, Recruiting, Customer Service, Term Life Insurance, Microsoft Office, Sales, Financial Planning, Leadership, Small Business, Investments

Education
Cal Poly Pomona   1964 — 1967
BS - Finance, Insurance & Real Estate, Finance, Insurance & Real Estate

University of Wisconsin-Madison   1959 — 1960

Richard Coffin Richard Coffin Greater Los Angeles Area Details
Richard Coffin's Pacific Advisors Experience January 2013 - Present
Job Financial Services Professional at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   January 2013 - Present
TRG- The Real Estate Group   January 1995 - Present
FMC Financial Group  November 2009 - December 2012
AAA  June 1998 - October 2009

Skills
Financial Planning, Business Planning, Insurance Planning, Fixed Annuities, Disability Insurance, Strategic Financial..., Financial Planners, Retirement Planning, Long Term Care Insurance, Long-term Care, Insurance, Credit, Financial Services, Strategic Planning, Life Insurance

Education
California State University-Dominguez Hills   1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General

CHRISTOPHER BRIDE CHRISTOPHER BRIDE La Verne, California Details
CHRISTOPHER BRIDE's Pacific Advisors Experience June 2005 - June 2010
Job QA, QC, Validations
Industry Biotechnology
Experience
Amphastar Pharmaceuticals, Inc.   May 2013 - Present
Maven Biotechnologies   June 2012 - January 2013
Specialty Enzymes & Biotechnologies   November 2011 - June 2012
Specialty Enzymes and Biotechnologies   July 2010 - November 2011
Pacific Advisors   June 2005 - June 2010

Skills
Gel Electrophoresis, Spectroscopy, Patch-clamp, FTIR, Microsurgery, real-time PCR, RTPCR, Sterile Technique, Bacterial Culture, Bacterial Transformation, Management, Research, Quality Assurance, Quality Control, GMP, Titration, Calorimetry, Statistics, Data Analysis, FCC, BAM

Education
Occidental College   2006 — 2010
BA, Biology/Biological Sciences, General

Michelle Proulx Michelle Proulx Claremont, California Details
Michelle Proulx's Pacific Advisors Experience December 2005 - Present
Job Human Resources/Licensing & Contracting Coordinator at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   December 2005 - Present
Pacific Advisors   January 2008 - July 2011
Pacific Advisors   December 2006 - January 2008
Pacific Advisors   December 2005 - December 2006

Skills
Employee Benefits, Leadership Development, Onboarding, Strategic Planning, Strategy, Customer Service, Microsoft Excel, Time Management, Sales, Recruiting

Education
California State Polytechnic University-Pomona
Bachelor of Arts Degree, Business Administration with an emphasis in Management & Human Resources

Citrus Community College
Associate of Arts (A.A.), Business

Chelsie Morter Chelsie Morter Costa Mesa, California Details
Chelsie Morter's Pacific Advisors Experience August 2012 - Present
Job Financial Specialist at Pacific Advisors
Industry Financial Services
Experience
Pacific Advisors   August 2012 - Present
Thrivent Financial for Lutherans  May 2012 - August 2012

Education
Vanguard University of Southern California   2008 — 2012
Bachelor's degree, Business Administration and Management, General

Bethany College of the Assemblies of God   2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

Gabrielle Ellis Gabrielle Ellis Greater Los Angeles Area Details
Gabrielle Ellis's Pacific Advisors Experience June 2012 - Present
Job Executive Administrative Assistant
Industry Financial Services
Experience
Pacific Advisors   June 2012 - Present
Staples  March 2013 - November 2013
Staples  January 2013 - March 2013
Staples  July 2011 - December 2012
Staples  July 2010 - July 2011
Staples  July 2009 - November 2010

Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Calendaring, Appointment Scheduling, Creativity, Leadership, Team Leadership, Administrative..., Operations Management, Meeting Planning, Meeting Scheduling, Applications, Investments, Insurance, Fixed Annuities, Variable Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Whole Life, Underwriting, Phone Screening, Email Clients, Email Archiving, Email, Gmail, Google Docs, Google Apps, Organization, Organizational Structure, Client Co-ordination, Shipping, UPS Shipping, Paperwork, Following Up, Following Instructions, Follow Directions

Education
San Jose State University   2008 — 2012

Ann Sobrato High School   2004 — 2008
High School Diploma

Hwiram Park Hwiram Park Greater Los Angeles Area Details
Hwiram Park's Pacific Advisors Experience August 2013 - Present
Job Armor Crewman
Industry Financial Services
Experience
Pacific Advisors   August 2013 - Present
Army National Guard  November 2012 - Present

Education
California State University-Dominguez Hills   2011 — 2013
Master of Advanced Study: Negotiation, Conflict Resolution, and Peacebuilding

University of California, Irvine   2008 — 2011
Bachelor of Arts: Criminology, Law & Society

Kendahl Weaver Kendahl Weaver United States Details
Kendahl Weaver's Pacific Advisors Experience February 2010 - September 2011
Job Administrative Assistant at Southwestern Oklahoma State University
Industry Higher Education
Experience
Southwestern Oklahoma State University  October 2011 - Present
Pacific Advisors   February 2010 - September 2011
In-N-Out Burger  August 2001 - September 2011

Education
Southwestern Oklahoma State University   2007 — 2009
Bachelor of Science (BS), Interdisciplinary Studies

Chaffey College   2002 — 2007
Associate of Universal Studies, General Studies

Marilee Reagor Marilee Reagor Bakersfield, California Details
Marilee Reagor's Pacific Advisors Experience February 2012 - Present
Job Assistant/Client Services at Pacific Advisors
Industry Insurance
Experience
Pacific Advisors   February 2012 - Present
Automobile Club of Southern California  October 1999 - April 2010
Oxy  May 1988 - May 1992

Education
California State University-Bakersfield

Ralph A. Stewart, CLU Ralph A. Stewart, CLU San Diego, California Details
Ralph A. Stewart, CLU's Pacific Advisors Experience August 1995 - Present
Job Financial Advisor
Industry Financial Services
Experience
Pacific Advisors   August 1995 - Present
Robert F. Driver Co., Inc.   February 1970 - August 1993

Skills
Business Life Insurance...

Education
San Diego State University   1966 — 1969
Bachelor of Science, Education

Midland University   1964 — 1966
Liberal Arts and Sciences, General Studies and Humanities