Pacific Crest Group
Address: 810 Fifth Ave #200, San Rafael, CA 94901 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 461-2586Place name: Website: Category: : : : : : : Website: http://www.pcg-services.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pacific Crest Group Posting publicly on the Web Write a review Reviews Be the first to review
Pacific Crest Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pacific Crest Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Pacific Crest Group Employees
JMD Financial Partners, LLC April 2015 - Present
Pacific Crest Group August 2014 - April 2015
Protiviti April 2014 - June 2014
Redwood City June 2011 - April 2013
Moss Adams LLP 2008 - 2010
PricewaterhouseCoopers 2006 - 2008
Skills
SAS70, IT Audit, CISA, Sarbanes-Oxley Act, Auditing, Internal Controls, ITGC, COBIT, Internal Audit, Sarbanes-Oxley, Assurance, COSO, Enterprise Risk..., SOX 404, External Audit
Education
San Francisco State University, College of Business 2004 — 2006
Bachelor of Business Administration (BBA), Accounting
Canada College
Medical Coding Specialist
B Consulting 2011 - Present
Bridge Bank 2014 - 2015
Pacific Crest Group 2012 - 2013
Alcatel-Lucent 2009 - 2010
Alcatel-Lucent 2007 - 2009
Lucent Technologies 2002 - 2007
Lucent Technologies 2000 - 2002
Lucent Technologies 1999 - 2000
Lucent Technologies 1999 - 1999
Lucent Technologies 1998 - 1999
Skills
Corporate Finance, Cash Flow Forecasting, Risk Management, Cash Flow, Forecasting, Capital Markets, FX, Financial Analysis, SOX, Financial Management, Budgeting, Mergers, Business Planning, Financial Modeling, Financial Reporting, International Business, Business Case, Credit Analysis, Yoga, Audit, Research, Sarbanes-Oxley Act, Mergers & Acquisitions, Budgets, Managerial Finance, Start-ups, Accounting, Financial Risk, Credit, Management, Leadership, Treasury Management, Due Diligence, Strategic Financial..., Treasury, Cash Management, Financial Accounting, Finance, Strategy, Entrepreneurship, Educational Leadership, Business Strategy, Consulting, Strategic Planning, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MS, Management & Entrepreneurial Finance
Penn State University 1994 — 1998
BS, Finance & International Business
Pacific Crest Group March 2013 - Present
Crimson Marketing & Consulting Group October 2009 - September 2014
High End Furniture & Design Co.; Berkeley Mills; The IRONIES / Oly Companies January 2005 - December 2009
Higher Ground Associates; Beam Inc.. August 1998 - January 2005
Frito Lay / PepsiCo 1984 - 1990
Skills
Operations Management, Financial Management, Social Media Marketing, Business Development, Sales, Strategy, Strategic Planning, Management Consulting, Account Management, Analytics, B2B, Brand Management, Business Planning, Business Strategy, CRM, Change Management, Channel Partners, Competitive Analysis, Consulting, Contract Negotiation, Cross-functional Team..., E-commerce, Enterprise Software, Entrepreneurship, Executive Management, Finance
Education
Miami University 1975 — 1982
MBA, Finance (Marketing- area of study)
Miami University 1975 — 1982
BS, Accounting & Finance
Ambulant, Inc. March 2013 - Present
Accenture October 2011 - February 2013
Pacific Crest Group September 2010 - October 2011
Skills
Management Consulting, Business Strategy, Salesforce.com, Business Planning, Financial Analysis, Competitive Analysis, Strategic Planning, Project Management, Market Research, Business Development, Marketing, Team Management, Publishing, Product Development, Email Marketing, Lead Generation
Education
Santa Clara University - Leavey School of Business 2007 — 2010
MBA, Leading People & Organizations, Marketing
California State University-Chico 2002 — 2006
Bachelor of Science, Marketing
Cisco Cloud Networking Group August 2014 - Present
Pacific Crest Group January 2014 - August 2014
Airtreks January 2007 - January 2014
Skills
QuickBooks, Bill.com, Accounting, Sales Operations, Customer Service, Microsoft Dynamics, Operations Management, Sales Order Processing, Sales, Budgets, Online Travel, Management, FileMaker, Adventure Travel, Travel Management, Microsoft Office, Amadeus, Salesforce.com, Tourism, Business Travel, Leisure Travel, Event Management, Wilderness First Aid, Airline Reservations, Travel Planning, Group Leadership
Education
University of California, Santa Barbara 2003 — 2006
BA, Business Economics
Santa Rosa Junior College 1999 — 2002
Associate in Arts
Sea View Partners March 2011 - Present
Valuation Consultants January 1993 - Present
Dominican University of California December 2011 - May 2013
Pacific Crest Group February 2008 - March 2011
DCO International November 2006 - November 2007
California Tribal TANF Partnership April 2005 - October 2006
Top Producer 1993 - 1999
Skills
Accounting, QuickBooks, Financial Analysis, Strategic Financial..., Finance, Corporate Governance, Human Resources, Financial Reporting, Management, Banking, Outsourcing, Strategic Planning, Strategy, Start-ups, Project Planning
Education
Dominican University of California 1998 — 2000
MBA, Strategic Leadership
Rutgers University-New Brunswick 1986 — 1990
BS, Economics/Accounting
Pacific Crest Group 2003 - Present
Dakota Partner Inc 2002 - Present
Entrepreneurs' Organization May 2010 - May 2011
Softbank 2000 - 2002
Colo.com 1998 - 2000
Skills
Accounting for Small..., Quickbooks, Strategic HR, Financial Accounting, Professional Services, Financial Reporting, Salesforce.com, Company Policies &..., Small Business..., HR Consulting, Employee Handbooks, Employee Management, Advisory Boards, Employee Benefits, Start-ups, Non-profits, Billing Solutions
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
BS
Sanovas, Inc. July 2015 - Present
Sara J Bronson & Associates June 2015 - Present
doTERRA International LLC December 2014 - Present
Glass Concepts September 2014 - Present
Dream Health Love September 2014 - Present
Isagenix April 2014 - Present
Pacific Crest Group April 2014 - August 2014
Propeller Industries February 2014 - April 2014
Integrity Waste Inc. April 2013 - December 2013
Zynga May 2012 - June 2013
Skills
Management, Social Media, Sales, PowerPoint, Microsoft Excel, Social Networking, Event Planning, Outlook, Microsoft Word, Microsoft Office, Sustainability, Blogging, Analysis, Editing, Marketing, Customer Service, Facebook, Social Media Marketing, Public Relations, Fundraising, Leadership, Market Research, Business Development, Online Marketing, Public Speaking
Education
Dominican University of California 2008 — 2010
MBA, Sustainable Business
NewGen Surgical Inc January 2015 - Present
NewGen Surgical Inc July 2014 - Present
Dominican University of California December 2011 - May 2014
Dominican University of California August 2010 - December 2011
Self Employment September 2008 - December 2011
Dominican University September 2008 - January 2010
Pacific Crest Group April 2007 - September 2008
Sanofi-Aventis Pharmaceuticals April 2002 - April 2007
colo.com January 2000 - March 2002
Skills
Sustainability, Strategy, Program Management, Leadership, Sustainable Business, Strategic Planning, Business Development, Project Management, Management, Sustainable Development, Change Management, Workshop Facilitation, Public Speaking, Training, Climate Change, Start-ups, Consulting, Entrepreneurship, Continuous Improvement, Environmental Awareness, Systemic Change, Cross-functional Team..., Financial Modeling, Operations Management
Education
Dominican University of California 2008 — 2010
MBA, Sustainable Enterprise
Southern Illinois University, Carbondale
B.S., Nutrition and Dietetics
Kidder Mathews January 2011 - Present
Dakota Partners, Inc. January 2000 - Present
Pacific Crest Group 1999 - 2011
Arroyo & Coates May 1998 - May 2005
Skills
Negotiation, Optimization, Business Analysis, Real Estate, Investment Properties, Property Management, Financial Analysis, Investments, Asset Management, Marketing Strategy, Mergers, Real Estate Investment, Asset Managment, Entrepreneurship, Mergers
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
BS, Kinesology
Marin Catholic 1987 — 1990
Capgemini June 2015 - Present
Freelance Consulting November 2012 - May 2015
Pacific Crest Group June 2014 - August 2014
Santa Clara Valley Brewery January 2014 - April 2014
TransLegal LLC April 2012 - November 2012
Ace Hardware January 2011 - September 2011
Skills
Marketing, Quickbooks, Zoho Reports, Sales Force, Entrepreneurship, Data Analysis, Market Research, Team Leadership, WordPress, Social Media, Microsoft Office, Facebook, Academic Tutoring, Youth Leadership, Sales
Education
Santa Clara University 2011 — 2015
BS in Finance , Finance; Marketing & Entrepreneurship, Finance GPA: 3.53 Marketing GPA: 3.73
Point Loma High School
The Boston Consulting Group July 2013 - Present
Lunexa October 2012 - July 2013
Draftfcb May 2012 - October 2012
Pacific Crest Group June 2011 - May 2012
Pacific Crest Group February 2010 - June 2011
Ernst & Young September 2007 - June 2009
Skills
Financial Reporting, Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Finance, Auditing, Financial Statements, Microsoft Office, Internal Controls, Internal Audit, General Ledger, GAAP, Sarbanes-Oxley Act, Accounts Receivable, QuickBooks, Budgets, Financial Accounting, Variance Analysis, Payroll, Financial Modeling, Tax, US GAAP, SEC Filings, Cash Flow, Managerial Finance, SAP, Bloomberg Terminal, Cash Management, Budget Forecasts, Cash Flow Forecasting, Revenue Recognition, Strategic Financial..., Cost Accounting, Oracle, Corporate FP&A, Quantitative Risk..., Financial Planning
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
University of California, Davis 2000 — 2004
BS, Managerial Economics
California State University-Sacramento 2005 — 2007
BS, Accounting
Marlen C. Rosales, CPA February 2015 - Present
Certified Accounting Services Corporate Office, PC March 2014 - February 2015
Certified Accounting Services Corporate Office, PC March 2014 - February 2015
Certified Accounting Services Corporate Office, PC February 2014 - February 2015
Certified Accounting Services Corporate Office, PC August 2002 - February 2015
Thompson & De Pretis, LLP January 2012 - March 2012
McLoughlin, Briese & Company, LLP December 2008 - December 2010
Casa Sanchez Foods 2007 - 2007
Pacific Crest Group July 2004 - December 2004
Mohler, Nixon & Williams Accountancy Corporation 2000 - 2001
Skills
Tax Return Preparation, Financial Accounting, Bookkeeping, Adjustments, Reconciliations, Organizing, Trial Balances, General Ledger, Eye For Detail, Financial Statements, Accounting, Tax, Account Reconciliation, CPA, QuickBooks, Start-ups, Journal Entries, Financial Reporting, Small Business, Tax Preparation, Tax Returns, Sales Tax, Finance, Income Tax, Management, GAAP, Tax Accounting, Budgets, Tax Research
Education
San Francisco State University, College of Business 1984 — 1990
Bachelor's Degree, Accounting, 3.6 Overall GPA / 3.8 GPA in Accounting/Tax Courses
Pacific Crest Group November 2013 - Present
YapStone, Inc. July 2013 - October 2013
First American Title May 2012 - June 2013
Internal Revenue Service June 2009 - November 2009
UBS, Walnut Creek August 2004 - December 2007
Skills
Accounting, Accounts Payable, Bookkeeping, Outlook, Customer Service, Microsoft Office, Administration, Teamwork, Human Resources, Quickbooks, Excel, Word, Microsoft Excel, Payroll, Event Planning, Management, QuickBooks, Microsoft Word
Education
Sonoma State University 2007 — 2010
B.S, Accounting
Raub Brock Capital Management September 2010 - Present
Pacific Crest Group 2010 - September 2010
Skills
Financial Analysis, Accounting, Investments, QuickBooks, Financial Modeling, Financial Accounting, Strategic Financial..., PowerPoint, Microsoft Excel, Microsoft Office, Financial Reporting, Customer Service, Auditing, Management, Accounts Receivable, Outlook
Education
San Francisco State University, College of Business 2003 — 2006
BA, Economics
Santa Clara University 2009 — 2009
Certificate of Advanced Accounting Proficiency, Accounting
Jeff Luchetti Construction. Inc. December 2013 - Present
JL Modular, Inc. December 2013 - Present
Pacific Crest Group August 2012 - December 2013
Zainer Rinehart Clarke November 2011 - June 2012
Scott McHone, CPA, A Professional Corporation April 2011 - November 2011
CBIZ MHM, LLC January 2005 - January 2011
CJ Services, A Sole Proprietorship October 2004 - January 2006
Washington Mutual Bank October 2003 - December 2004
Bank of America March 2002 - December 2003
Skills
Accounting, Litigation Support, Management, Business Valuation, Family Law, Tracing, Microsoft Excel Expert, Personal Finance, Business Analysis, Complex Systems..., Consulting, Income Tax, Quicken, Public Speaking, Peachtree, Prosystems Tax, ATX, Crystal Reports, Tax Preparation, Financial Reporting, Accounts Payable, Accounts Receivable, General Ledger, Year-end Close, Leadership, Training, Client Relations Skills, Deal Closer, QuickBooks, Microsoft Excel, GAAP, Ninja Skills, Bookkeeping, Controllership Functions, Revenue Recognition, Corporate Tax, Tax, Financial Accounting, Auditing, Cost Accounting, Tax Accounting, Forensic Accounting, Analysis, Account Reconciliation, US GAAP, Internal Controls, Journal Entries, Payroll, Deal Closure, Financial Statements
Education
Brigham Young University - Idaho 2004 — 2006
BS, Accounting / Quantitative Reasoning
Santa Rosa Junior College 2002 — 2003
AS/AA, Accounting / Business
American Institute of Certified Public Accountants 2007 — 2007
Certificate, ABV - Business Valuation Course
Pinnacle Capital Mortgage November 2014 - Present
Art of Katabell January 2012 - Present
Pacific Crest Group January 2011 - July 2014
Planet Granite September 2008 - August 2011
Triton Distribution Systems September 2007 - May 2008
Electronic Arts June 2006 - August 2006
Skills
Photoshop, Salesforce.com, Customer Service, Fine Art, Social Networking, Budgets, Office Administration, Reception, GoToMeeting, Bill.com, Vertical Response
Education
College of Marin 2012 — 2013
Real Estate
Savannah College of Art and Design 2003 — 2007
Bachelor of Fine Arts (BFA), Illustration
PwC January 2012 - Present
Pacific Crest Group November 2009 - March 2013
Twin Cities Co-op Preschool November 2006 - April 2010
Self Employed June 2003 - November 2009
PwC January 2009 - May 2009
IQLABS January 2002 - June 2003
Provato April 2000 - October 2001
Montgomery Professional Services January 2000 - April 2000
PwC January 1990 - January 2000
Skills
Quickbooks, Quicken for Mac, Accounting, Budgeting, Financial Management, Small Business, QuickBooks, Budgets, Accounts Payable, Managerial Finance, GAAP, Auditing, Internal Controls, General Ledger, Financial Analysis, Account Reconciliation, Financial Accounting, Bookkeeping, Accounts Receivable, SEC filings, Cost Accounting, Assurance
Education
University of Alabama 1985 — 1989
BS, Business Administration, Accounting
Sea View Partners March 2011 - Present
Pacific Crest Group February 2008 - March 2011
DCO International January 2007 - November 2007
Education
Dominican University of California 1998 — 1999
Pacific Crest Group July 2007 - Present
Quality Inn / Country Kitchen Trinidad, CO July 2004 - October 2006
Skills
Quickbooks, Microsoft Office, Windows Server 2003, Computer Hardware, Payroll Processing, QuickBooks, Windows Server, Payroll, Employee Training, Account Management, Budgets, Salesforce.com, Strategic Planning, Accounting, Financial Analysis, Financial Reporting, Accounts Payable, Financial Accounting, Cost Accounting, Account Reconciliation, Management, Microsoft Word, Microsoft Excel, Customer Service, Leadership, Research
Education
University of California, Davis 2002 — 2004
BA, Economics
Pacific Crest Group November 2013 - Present
NewTree December 2010 - November 2013
Dexia Asset Management 2004 - 2010
Puilaetco Private Bankers 1995 - 2004
Skills
Corporate Finance, Financial Analysis, Finance, Mergers & Acquisitions, Banking, Equities, Financial Modeling, Analysis, Valuation, Investments, Managerial Finance, Business Planning, Auditing, Business Strategy, French, Due Diligence, Budgets, Financial Markets, Portfolio Management, Asset Management, Capital Markets, Private Banking, Investment Banking, Bloomberg, Management, Project Management
Education
European federation of financial analysts
CEFA, Financial Analysis
CEMS 1994 — 1995
Master in International Management, European finance
Université catholique de Louvain 1989 — 1994
Commercial engineer
Pacific Crest Group January 2013 - Present
Love2Dance September 2012 - Present
Pacific Crest Group August 2010 - January 2013
Peju Province Winery July 2008 - July 2010
Exchange Bank July 2006 - July 2008
Juice Shack August 2005 - July 2006
Skills
Employee Benefits, Employment Law, Employee Handbooks, Employee Relations, HRIS, Performance Appraisal, SuccessFactors
Education
Golden Gate University 2012 — 2014
Master's Degree, Human Resources Management
Sonoma State University 2004 — 2008
BS, Human Resources & Finance
Wargaming.net April 2014 - Present
Alluvium Books August 2003 - Present
Acalanes High School DIstrict January 2009 - June 2014
Coyuchi April 2013 - February 2014
Pacific Crest Group September 2012 - April 2013
Nielsen NeuroFocus January 2011 - September 2012
Farmers Insurance July 2009 - October 2010
Bleyco, Inc November 2002 - February 2005
EDAW, Inc November 1990 - August 1992
Bradford Financial July 1989 - August 1990
Skills
QuickBooks, Microsoft Excel, Retail, Construction Management, Financial Reporting, Accounting, Accounts Payable, Account Reconciliation, Cost Accounting, Outlook, American Contractor, SAP, Creative Writing, Technical Writing, Editing, Marketing, Public Speaking, Published Author, Publicity, Photoshop, Microsoft Word, Digital Photography, Organization, Problem Solving, Collaborative Problem..., Craft, Painting, Coaching, Mentoring, General Ledger, GAAP, Project Management, Bookkeeping, Customer Service, Entrepreneurship, Food, Invoicing, Keynote, Social Networking, Office Management, YouTube, Microsoft Office, Advertising Research, Consumer Behaviour, Strategic Planning, Budgets, Management, Training
Education
University of San Francisco 1987 — 1990
MBA, Marketing
University of Southwestern Louisiana 1980 — 1985
B.S, Business Adm., Finance
Pacific Crest Group 2010 - Present
Pacific Crest Group 2008 - Present
Pacific Crest Group 2006 - 2008
Skills
Workforce Development, Business Planning, Talent Management, Talent Recruiting, Project Management, SuccessFactors, Management, Management Consulting, Strategic Planning, Human Resources, Employee Training, Entrepreneurship
Education
San Francisco State University
BA, English
Binz & Company Inc. January 2007 - Present
Pacific Crest Group May 2004 - May 2007
Skills
Financial Analysis, Financial Reporting, Budgets, Accounting, QuickBooks, Financial Statements, Strategic Planning, Bookkeeping, General Ledger, Payroll, GAAP, Project Management, Microsoft Excel, Small Business, Auditing, Financial Accounting, Public Speaking, Leadership, Customer Service, Cost Accounting, Accounts Receivable, Business Planning, Account Reconciliation, Business Development
Education
De La Salle University 1992 — 1995
Bachelor of Science, Business Management