Partners Capital Group
Industry: Bank
DescriptionFounded: 1993
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Partners Capital Group Employees
Employee
Years
Job
Industry
Blake Rush Blake Rush's Partners Capital Group Experience September 2014 - May 2015
Job Business Development at MNX Global Logistics
Industry Logistics and Supply Chain
Experience
MNX Global Logistics June 2015 - Present
Partners Capital Group September 2014 - May 2015
MB Financial Bank August 2013 - July 2014
Culver Capital Group April 2013 - July 2013
BDO USA, LLP October 2012 - March 2013
Burr Pilger Mayer (BPM) January 2012 - April 2012
Burr Pilger Mayer June 2011 - August 2011
Linkenheimer LLP CPA's & Advisors January 2011 - April 2011
Fireman's Fund Insurance Company June 2010 - August 2010
Affinity Dental Center June 2009 - August 2009
Skills
Individual Taxation, Assurance, Data Analysis, Microsoft Excel, Auditing, Accounting, Financial Reporting, QuickBooks, Financial Analysis, PowerPoint, Finance, Microsoft Office, Internal Audit, Customer Service, Budgets, Payroll, Internal Controls, Financial Statements, Financial Accounting, Tax Preparation, Cash Flow, Financial Statement..., Investments, Business Valuation, Analysis, SEC filings, Financial Modeling, Tax, Financial Risk, Corporate Finance, Sales, Public Speaking, Microsoft Word, Time Management, Social Networking, Social Media, Marketing, Teamwork, Outlook, Financial Services, Team Building, Leadership, Research
Education
Sonoma State University 2007 — 2012
Bachelor's Degree, Finance & Accounting
Lutheran High School of Orange County 2003 — 2007
HS Diploma, College Prep Courses (various)
MNX Global Logistics June 2015 - Present
Partners Capital Group September 2014 - May 2015
MB Financial Bank August 2013 - July 2014
Culver Capital Group April 2013 - July 2013
BDO USA, LLP October 2012 - March 2013
Burr Pilger Mayer (BPM) January 2012 - April 2012
Burr Pilger Mayer June 2011 - August 2011
Linkenheimer LLP CPA's & Advisors January 2011 - April 2011
Fireman's Fund Insurance Company June 2010 - August 2010
Affinity Dental Center June 2009 - August 2009
Skills
Individual Taxation, Assurance, Data Analysis, Microsoft Excel, Auditing, Accounting, Financial Reporting, QuickBooks, Financial Analysis, PowerPoint, Finance, Microsoft Office, Internal Audit, Customer Service, Budgets, Payroll, Internal Controls, Financial Statements, Financial Accounting, Tax Preparation, Cash Flow, Financial Statement..., Investments, Business Valuation, Analysis, SEC filings, Financial Modeling, Tax, Financial Risk, Corporate Finance, Sales, Public Speaking, Microsoft Word, Time Management, Social Networking, Social Media, Marketing, Teamwork, Outlook, Financial Services, Team Building, Leadership, Research
Education
Sonoma State University 2007 — 2012
Bachelor's Degree, Finance & Accounting
Lutheran High School of Orange County 2003 — 2007
HS Diploma, College Prep Courses (various)
Alex Erfani Alex Erfani's Partners Capital Group Experience February 2007 - Present
Job Partner
Industry Financial Services
Experience
Partners Capital Group February 2007 - Present
76 Gas Station April 2008 - Present
Nationwide Funding, LLC March 2006 - February 2007
Skills
Financial Analysis, Business Loans, Equipment Loans, Loans, Leases, Commercial Lending, Sales, Commercial Finance, Credit, Finance, Business Development, Direct Sales, Credit Analysis, Lease Negotiations, Funding, Relationship Management, Sales Management, Asset Based Lending, Account Management
Education
Cal State Fullerton
Bachelor's degree, BBM
Partners Capital Group February 2007 - Present
76 Gas Station April 2008 - Present
Nationwide Funding, LLC March 2006 - February 2007
Skills
Financial Analysis, Business Loans, Equipment Loans, Loans, Leases, Commercial Lending, Sales, Commercial Finance, Credit, Finance, Business Development, Direct Sales, Credit Analysis, Lease Negotiations, Funding, Relationship Management, Sales Management, Asset Based Lending, Account Management
Education
Cal State Fullerton
Bachelor's degree, BBM
Brian LaRuffa Brian LaRuffa's Partners Capital Group Experience May 2014 - Present
Job National Accounts at Partners Capital Group
Industry Management Consulting
Experience
Partners Capital Group May 2014 - Present
Wholesale Funding July 2012 - January 2014
Directive Ideas January 2010 - September 2011
Directive Ideas January 2010 - September 2011
Skills
Leadership Development, Corporate Communications, Financial Analysis, Strategic Communications, Product Development, Start-ups, Start-up Operations, Start-up Consulting, Database Management, Sales Consulting, Social Networking, iPhone development, Software Development, Operations Management, Venture Capital, Mobile Applications, Joint Ventures, Marketing
Education
California State University-Long Beach 1997 — 2001
BA, Marketing
Partners Capital Group May 2014 - Present
Wholesale Funding July 2012 - January 2014
Directive Ideas January 2010 - September 2011
Directive Ideas January 2010 - September 2011
Skills
Leadership Development, Corporate Communications, Financial Analysis, Strategic Communications, Product Development, Start-ups, Start-up Operations, Start-up Consulting, Database Management, Sales Consulting, Social Networking, iPhone development, Software Development, Operations Management, Venture Capital, Mobile Applications, Joint Ventures, Marketing
Education
California State University-Long Beach 1997 — 2001
BA, Marketing
Blayne Elliott Blayne Elliott's Partners Capital Group Experience May 2015 - Present
Job Territory Represenitive at Hayes
Industry Medical Devices
Experience
HAYES July 2015 - Present
Partners Capital Group May 2015 - Present
Glazer's Distributors April 2013 - March 2014
Skills
PowerPoint, Excels, Microsoft Applications, Microsoft Office, Microsoft SQL Server, Microsoft Word, Spreadsheets, Account Management, Time Management, Social Media Marketing, Leadership, Microsoft Excel, Sales, Customer Service, Social Media, Management, Marketing
Education
University of Arkansas at Little Rock 2007 — 2012
Business, International Business
Little Rock Central High 2003 — 2007
General
HAYES July 2015 - Present
Partners Capital Group May 2015 - Present
Glazer's Distributors April 2013 - March 2014
Skills
PowerPoint, Excels, Microsoft Applications, Microsoft Office, Microsoft SQL Server, Microsoft Word, Spreadsheets, Account Management, Time Management, Social Media Marketing, Leadership, Microsoft Excel, Sales, Customer Service, Social Media, Management, Marketing
Education
University of Arkansas at Little Rock 2007 — 2012
Business, International Business
Little Rock Central High 2003 — 2007
General
Alexandra Gallardo Alexandra Gallardo's Partners Capital Group Experience 2014 - 2014
Job Recreation Leader at City of San Clemente
Industry Environmental Services
Experience
City of San Clemente 2014 - Present
Partners Capital Group 2014 - 2014
Alexandra's Blossoms January 2013 - December 2013
YMCA , Malcom Elementary School August 2012 - December 2012
Green Glam Go April 2011 - January 2012
GreenGlamGo April 2011 - January 2012
O'Brien Family June 2011 - August 2011
O’Brien Family June 2011 - August 2011
Tutor September 2009 - December 2009
CalTeach Chabot Elementary School September 2009 - December 2009
Skills
Social Media Marketing, Editing, Facebook, Spanish, Marketing, Tutoring, Teaching, Microsoft Word, Customer Service, Sales, Editorial, Fashion, Management, E-commerce, Social Media
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science (BS), Conservations and Resource Studies
University of California, Berkeley 2008 — 2012
Bachelors, Science : Conservation and Resource Studies
schs
City of San Clemente 2014 - Present
Partners Capital Group 2014 - 2014
Alexandra's Blossoms January 2013 - December 2013
YMCA , Malcom Elementary School August 2012 - December 2012
Green Glam Go April 2011 - January 2012
GreenGlamGo April 2011 - January 2012
O'Brien Family June 2011 - August 2011
O’Brien Family June 2011 - August 2011
Tutor September 2009 - December 2009
CalTeach Chabot Elementary School September 2009 - December 2009
Skills
Social Media Marketing, Editing, Facebook, Spanish, Marketing, Tutoring, Teaching, Microsoft Word, Customer Service, Sales, Editorial, Fashion, Management, E-commerce, Social Media
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science (BS), Conservations and Resource Studies
University of California, Berkeley 2008 — 2012
Bachelors, Science : Conservation and Resource Studies
schs
Alaina Schultz's Partners Capital Group Experience August 2014 - October 2014
Job Jr. Account Executive at Partners Capital Group
Industry Financial Services
Experience
Partners Capital Group August 2014 - October 2014
Online Trading Academy July 2013 - August 2014
Convoy Technologies December 2011 - April 2013
Wo Chong Co. January 2008 - November 2011
Splash Salon July 2007 - July 2008
Navo Vita Salon and Spa July 2006 - July 2007
Fred's Mexican Cafe February 2007 - June 2007
Texture Salon July 2003 - November 2003
Skills
Trade Shows, Leadership, Shipping, Operations Management, Supply Chain, Rolling Stock, Dispatching, Safety Management..., Supply Chain Management, Warehouse Management
Education
Online Trading Academy 2014 — 2014
Certification, Futures and Professional Trading Courses
Golden West College 2002 — 2003
Partners Capital Group August 2014 - October 2014
Online Trading Academy July 2013 - August 2014
Convoy Technologies December 2011 - April 2013
Wo Chong Co. January 2008 - November 2011
Splash Salon July 2007 - July 2008
Navo Vita Salon and Spa July 2006 - July 2007
Fred's Mexican Cafe February 2007 - June 2007
Texture Salon July 2003 - November 2003
Skills
Trade Shows, Leadership, Shipping, Operations Management, Supply Chain, Rolling Stock, Dispatching, Safety Management..., Supply Chain Management, Warehouse Management
Education
Online Trading Academy 2014 — 2014
Certification, Futures and Professional Trading Courses
Golden West College 2002 — 2003
Stephen McEvoy Stephen McEvoy's Partners Capital Group Experience 1984 - 2005
Job Vice President of Solution Development Signature Technology Group
Industry Information Technology and Services
Experience
Signature Technology Group October 2007 - Present
Symco Group 2005 - 2007
Partners Capital Group 1984 - 2005
Skills
Consulting, Data Center, Enterprise Software, Hardware, IT Service Management, Management, Managed Services, Marketing, Professional Services, SaaS, Sales, Solution Selling
Education
Drexel University 1976 — 1980
BS Operations Management
Signature Technology Group October 2007 - Present
Symco Group 2005 - 2007
Partners Capital Group 1984 - 2005
Skills
Consulting, Data Center, Enterprise Software, Hardware, IT Service Management, Management, Managed Services, Marketing, Professional Services, SaaS, Sales, Solution Selling
Education
Drexel University 1976 — 1980
BS Operations Management
Mary Magouirk Mary Magouirk's Partners Capital Group Experience February 1993 - January 1996
Job Executive Assistant to the CEO and Paralegal at Utility Systems Solutions, Inc.
Industry Construction
Experience
Utility Systems Solutions, Inc. April 2014 - Present
Cantex Continuing Care Network August 2013 - February 2014
Aristocrat Technologies, Inc. April 2005 - March 2013
Robert Half Legal 2013 - 2013
Prudential Financial December 2001 - April 2005
Jenkens & Gilchrist Parker Chapin LLP January 2001 - May 2001
Rhino Enterprises Group January 1999 - October 2000
Law Offices of Max C. Tanner January 1996 - January 1999
Partners Capital Group February 1993 - January 1996
Thompson Professional Properties September 1990 - February 1993
Skills
Corporate Law, Corporate Governance, Organizational Filings..., Stock Ledger, Closing Binders, Special Projects, Commercial Contracts, Contract Negotiating, UCC Filings, Securities Law, SEC Filings, EDGAR Filings, Process Improvement, Training, Management, Template Creation, Gaming Industry, SharePoint, Microsoft Office, Focus on Excellence, Cross Functional Team..., Cross Functional..., Follow Through, Securities Regulation, Legal Assistance, Legal Documents, Casino, Legal Compliance, Legal Research, Legal Writing, Employment Law, Litigation Support
Education
University of Nevada-Las Vegas 2006 — 2006
Certificate, Paralegal Studies
Utility Systems Solutions, Inc. April 2014 - Present
Cantex Continuing Care Network August 2013 - February 2014
Aristocrat Technologies, Inc. April 2005 - March 2013
Robert Half Legal 2013 - 2013
Prudential Financial December 2001 - April 2005
Jenkens & Gilchrist Parker Chapin LLP January 2001 - May 2001
Rhino Enterprises Group January 1999 - October 2000
Law Offices of Max C. Tanner January 1996 - January 1999
Partners Capital Group February 1993 - January 1996
Thompson Professional Properties September 1990 - February 1993
Skills
Corporate Law, Corporate Governance, Organizational Filings..., Stock Ledger, Closing Binders, Special Projects, Commercial Contracts, Contract Negotiating, UCC Filings, Securities Law, SEC Filings, EDGAR Filings, Process Improvement, Training, Management, Template Creation, Gaming Industry, SharePoint, Microsoft Office, Focus on Excellence, Cross Functional Team..., Cross Functional..., Follow Through, Securities Regulation, Legal Assistance, Legal Documents, Casino, Legal Compliance, Legal Research, Legal Writing, Employment Law, Litigation Support
Education
University of Nevada-Las Vegas 2006 — 2006
Certificate, Paralegal Studies
David Gresso David Gresso's Partners Capital Group Experience February 2015 - Present
Job
Industry Real Estate
Experience
Partners Capital Group February 2015 - Present
Carrington Property Services February 2012 - October 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service
Education
San Diego State University-California State University 1988 — 2004
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Partners Capital Group February 2015 - Present
Carrington Property Services February 2012 - October 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service
Education
San Diego State University-California State University 1988 — 2004
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Amber Hanson's Partners Capital Group Experience 2014 - Present
Job National Accounts Manager
Industry Financial Services
Experience
Partners Capital Group 2014 - Present
Sylvan Learning 2013 - 2014
Miller-Motte Technical College July 2011 - August 2013
University of Phoenix July 2008 - July 2011
Graham Brothers Entertainment, Graham Central Station May 2002 - May 2011
Alltel Wireless July 2007 - January 2008
B.C. Graphics January 2005 - January 2007
Skills
Leadership Development, Interviews, Marketing, Time Management, Customer Service, Hiring, Admissions, Customer Retention, New Business Development, Personnel Management, Enrollment Management, Inventory Management, Retail, Healthcare, Process Scheduler, Staff Development, Higher Education, Public Speaking, Coaching, Leadership, Type over 80 WPM
Education
University of Phoenix 2009 — 2014
Bachelor of Science, Business Management
Esthetician – Artistic Beauty College
Partners Capital Group 2014 - Present
Sylvan Learning 2013 - 2014
Miller-Motte Technical College July 2011 - August 2013
University of Phoenix July 2008 - July 2011
Graham Brothers Entertainment, Graham Central Station May 2002 - May 2011
Alltel Wireless July 2007 - January 2008
B.C. Graphics January 2005 - January 2007
Skills
Leadership Development, Interviews, Marketing, Time Management, Customer Service, Hiring, Admissions, Customer Retention, New Business Development, Personnel Management, Enrollment Management, Inventory Management, Retail, Healthcare, Process Scheduler, Staff Development, Higher Education, Public Speaking, Coaching, Leadership, Type over 80 WPM
Education
University of Phoenix 2009 — 2014
Bachelor of Science, Business Management
Esthetician – Artistic Beauty College
Amanda Warlick's Partners Capital Group Experience June 2014 - Present
Job National Account Manager at Partners Capital Group
Industry Financial Services
Experience
Partners Capital Group June 2014 - Present
Hornblower Cruises & Events June 2009 - September 2014
Coast Cities Escrow February 2013 - June 2014
Pasta Pomodoro, Inc. July 2011 - September 2012
Niteguide Magazine March 2012 - July 2012
Live Orange County Magazine August 2011 - May 2012
Woody's Diner May 2009 - July 2011
Rubio's Restaurants, Inc. June 2007 - August 2008
Skills
Customer Service, Social Media, Sales, Marketing, Hospitality, Leadership, Finance, Microsoft Excel, Event Management, Entertainment, Advertising, Facebook, Social Networking, Restaurants, Food & Beverage, Wine, Escrow, Refinance, Accounting, Aviation, Microsoft Office, Sales Management, Management
Education
Fun Outside Aviation Academy 2013 — 2013
Private Pilot License, Aviation
California State University 2008 — 2012
Bachelor of Arts, Communications; Entertainment and Tourism Studies
California State University-Fullerton 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Aliso Niguel High School
Partners Capital Group June 2014 - Present
Hornblower Cruises & Events June 2009 - September 2014
Coast Cities Escrow February 2013 - June 2014
Pasta Pomodoro, Inc. July 2011 - September 2012
Niteguide Magazine March 2012 - July 2012
Live Orange County Magazine August 2011 - May 2012
Woody's Diner May 2009 - July 2011
Rubio's Restaurants, Inc. June 2007 - August 2008
Skills
Customer Service, Social Media, Sales, Marketing, Hospitality, Leadership, Finance, Microsoft Excel, Event Management, Entertainment, Advertising, Facebook, Social Networking, Restaurants, Food & Beverage, Wine, Escrow, Refinance, Accounting, Aviation, Microsoft Office, Sales Management, Management
Education
Fun Outside Aviation Academy 2013 — 2013
Private Pilot License, Aviation
California State University 2008 — 2012
Bachelor of Arts, Communications; Entertainment and Tourism Studies
California State University-Fullerton 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Aliso Niguel High School
Ian Dunigan Ian Dunigan's Partners Capital Group Experience October 2014 - Present
Job National Accounts at Partners Capital Group
Industry Financial Services
Experience
Partners Capital Group October 2014 - Present
Balboa Capital July 2012 - November 2012
The Pollakov Financial Group, Inc. A general agency of Massachusetts Mutual Life Insurance Company June 2011 - April 2012
Skills
Retirement, Social Media Marketing, Cold Calling, Microsoft Excel, Marketing, Financial Services, Investments, Salesforce.com, Finance, Financial Analysis, Commercial Lending, Employee Benefits, Customer Service, Financial Modeling, Facebook, Sales, Social Networking, Marketing Strategy, Social Media, Credit Analysis, Account Management
Education
University of San Diego 2006 — 2010
BBA, Business Administration, Marketing, Supply Chain Management
Servite High School 2002 — 2006
Partners Capital Group October 2014 - Present
Balboa Capital July 2012 - November 2012
The Pollakov Financial Group, Inc. A general agency of Massachusetts Mutual Life Insurance Company June 2011 - April 2012
Skills
Retirement, Social Media Marketing, Cold Calling, Microsoft Excel, Marketing, Financial Services, Investments, Salesforce.com, Finance, Financial Analysis, Commercial Lending, Employee Benefits, Customer Service, Financial Modeling, Facebook, Sales, Social Networking, Marketing Strategy, Social Media, Credit Analysis, Account Management
Education
University of San Diego 2006 — 2010
BBA, Business Administration, Marketing, Supply Chain Management
Servite High School 2002 — 2006
John Noshita, MBA John Noshita, MBA's Partners Capital Group Experience August 2015 - Present
Job Senior Underwriter at Partners Capital Group
Industry Financial Services
Experience
Partners Capital Group August 2015 - Present
Small Business Growth Alliance (SBGA) fka Merchant Services December 2013 - Present
GreenSoft Technology, Inc. August 2013 - October 2013
GreenSoft Technology, Inc. March 2013 - August 2013
Small Business Growth Alliance (SBGA) fka Merchant Services February 2012 - August 2013
Experience Unlimited October 2011 - February 2012
Ctrl-Alt-Delete July 2010 - July 2011
Pacific Life Insurance Company December 2009 - March 2010
LandAmerica Financial Group November 2004 - January 2009
First American Financial Corporation October 2000 - November 2004
Skills
Financial Analysis, Portfolio Management, Underwriting, Credit Analysis, Customer Relations, Credit, Insurance, Excel, Process Improvement, Analysis, Word, Business Analysis, Customer Service, Account Management, Microsoft Office, Mentoring, Inventory Management, Microsoft Excel, Microsoft Word, RoHS, REACH Compliance
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
Master's, Business Administration
University of California, Irvine
Bachelor of Arts, Economics
Tustin High School
Partners Capital Group August 2015 - Present
Small Business Growth Alliance (SBGA) fka Merchant Services December 2013 - Present
GreenSoft Technology, Inc. August 2013 - October 2013
GreenSoft Technology, Inc. March 2013 - August 2013
Small Business Growth Alliance (SBGA) fka Merchant Services February 2012 - August 2013
Experience Unlimited October 2011 - February 2012
Ctrl-Alt-Delete July 2010 - July 2011
Pacific Life Insurance Company December 2009 - March 2010
LandAmerica Financial Group November 2004 - January 2009
First American Financial Corporation October 2000 - November 2004
Skills
Financial Analysis, Portfolio Management, Underwriting, Credit Analysis, Customer Relations, Credit, Insurance, Excel, Process Improvement, Analysis, Word, Business Analysis, Customer Service, Account Management, Microsoft Office, Mentoring, Inventory Management, Microsoft Excel, Microsoft Word, RoHS, REACH Compliance
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
Master's, Business Administration
University of California, Irvine
Bachelor of Arts, Economics
Tustin High School
Brad Engen's Partners Capital Group Experience January 2015 - Present
Job Account Manager
Industry Executive Office
Experience
Partners Capital Group January 2015 - Present
Pro-Trader June 2012 - December 2014
MKM Capital Advisors July 2010 - June 2012
JB's Coffee House May 2009 - February 2010
Status Solutions August 2007 - January 2009
Netech Corporation June 2005 - March 2007
Enterprise Security LLC May 2003 - March 2007
Futuretrade Technologies September 1999 - December 2002
MHAR INC June 1998 - August 1999
Skills
Investments, Private Equity, Mutual Funds, Equities, Asset Managment, Portfolio Management, Hedge Funds, Capital Markets, Wealth Management, Trading, Strategic Planning, Investment Banking, Sales, Valuation, New Business Development, Marketing, Due Diligence, Management
Education
San Diego State University-California State University 1995 — 1998
Bachelor's degree, Psychology
Hope College 1993 — 1994
Bachelors, Psychology
San Diego State University-California State University
Bachelor's degree, Psychology
Partners Capital Group January 2015 - Present
Pro-Trader June 2012 - December 2014
MKM Capital Advisors July 2010 - June 2012
JB's Coffee House May 2009 - February 2010
Status Solutions August 2007 - January 2009
Netech Corporation June 2005 - March 2007
Enterprise Security LLC May 2003 - March 2007
Futuretrade Technologies September 1999 - December 2002
MHAR INC June 1998 - August 1999
Skills
Investments, Private Equity, Mutual Funds, Equities, Asset Managment, Portfolio Management, Hedge Funds, Capital Markets, Wealth Management, Trading, Strategic Planning, Investment Banking, Sales, Valuation, New Business Development, Marketing, Due Diligence, Management
Education
San Diego State University-California State University 1995 — 1998
Bachelor's degree, Psychology
Hope College 1993 — 1994
Bachelors, Psychology
San Diego State University-California State University
Bachelor's degree, Psychology
Casey Kulek's Partners Capital Group Experience April 2013 - Present
Job National Accounts at Partners Capital Group
Industry Financial Services
Experience
Partners Capital Group April 2013 - Present
Kulek Property Solutions LLC January 2009 - January 2013
Kulek Property Solutions, LLC January 2007 - January 2013
Skills
Program Management, Relationship Management, Sales Management, Sales Process, New Business Development, Sales, Account Management, Direct Sales, Salesforce.com, B2B, Business Development, Sales Operations
Education
Saddleback College
Partners Capital Group April 2013 - Present
Kulek Property Solutions LLC January 2009 - January 2013
Kulek Property Solutions, LLC January 2007 - January 2013
Skills
Program Management, Relationship Management, Sales Management, Sales Process, New Business Development, Sales, Account Management, Direct Sales, Salesforce.com, B2B, Business Development, Sales Operations
Education
Saddleback College
James Loch's Partners Capital Group Experience June 2013 - Present
Job National Accounts at Partners Capital
Industry Financial Services
Experience
Partners Capital Group June 2013 - Present
Partners Capital June 2013 - Present
Education
Webster University 2012 — 2013
Business Administration and Management, General
Colorado Technical University 2009 — 2011
Project Management
Partners Capital Group June 2013 - Present
Partners Capital June 2013 - Present
Education
Webster University 2012 — 2013
Business Administration and Management, General
Colorado Technical University 2009 — 2011
Project Management
Peter Register's Partners Capital Group Experience February 2014 - Present
Job Account Executive at Partners Capital Group
Industry Financial Services
Experience
Partners Capital Group February 2014 - Present
Alliance Funding Group July 2013 - January 2014
Unique Lawncare & Landscaping March 2008 - July 2012
Skills
Marketing, Finance, Entrepreneurship, Social Media Marketing, Negotiation, Cold Calling, Direct Sales, Salesforce.com, Management, New Business Development, Sales Process, B2B, Sales, Business Development, Sales Operations, Sales Management, Start-ups, Account Management
Education
The University of Georgia 2010 — 2012
Bachelor's degree, Marketing
Partners Capital Group February 2014 - Present
Alliance Funding Group July 2013 - January 2014
Unique Lawncare & Landscaping March 2008 - July 2012
Skills
Marketing, Finance, Entrepreneurship, Social Media Marketing, Negotiation, Cold Calling, Direct Sales, Salesforce.com, Management, New Business Development, Sales Process, B2B, Sales, Business Development, Sales Operations, Sales Management, Start-ups, Account Management
Education
The University of Georgia 2010 — 2012
Bachelor's degree, Marketing
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation