Partnervest Financial Group, LLC

Description

Located in: Granada BuildingAddress: 1216 State St, Santa Barbara, CA 93101 Phone: (805) 966-1266Hours: : : : : Category: Website: : : Place name: Website: http://www.partnervest.com/ Category: Financial Planner 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. · Own this business?Add missing informationAdd business hours 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 Partnervest Financial Group Posting publicly on the Web Write a review Reviews Be the first to review

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Partnervest Financial Group, LLC Employees

Employee
Years
Job
Industry
Steven Harwell Steven Harwell Santa Barbara, California Details
Steven Harwell's Partnervest Financial Group, LLC Experience January 2003 - August 2005
Job Owner & Network Consultant
Industry Information Technology and Services
Experience
Expert Networking Solutions   August 2005 - Present
Santa Barbara Asset Management  August 2006 - April 2013
Partnervest Financial Group, LLC   January 2003 - August 2005
CIO Solutions LLC   June 2000 - January 2003
Naval Facilities Engineering Service Center (NFESC)   January 1992 - June 2000

Skills
California Professional..., Microsoft Certified..., Certified Novell..., Data Analysis, IT Management, Microsoft Office, CCNA, Disaster Recovery, Firewalls, Cisco Technologies, Microsoft Exchange, Equities, Microsoft Technologies, Security

Education
University of Oklahoma   1988 — 1991
Bachelor of Science (BS), Civil Engineering

Phil Sloan Phil Sloan Greater Los Angeles Area Details
Phil Sloan's Partnervest Financial Group, LLC Experience May 2006 - November 2007
Job Student at Cal Poly Pomona
Industry Computer Software
Experience
Cal Poly Pomona  January 2014 - Present
Freelance; Self-employed. Stay at home parent.   April 2009 - Present
Santa Barbara Bank & Trust  January 2007 - January 2008
Partnervest Financial Group, LLC   May 2006 - November 2007

Skills
Project Management, Visual Studio, Unity3D, CSS, HTML, Java, C,..., Business Process..., Disaster Recovery, Customer Service, Training, Leadership, Strategic Planning, C#, Coaching, Team Building, Change Management, Management, Microsoft Office, Team Leadership, Public Speaking, Leadership Development, Microsoft Excel, Project Planning, Cloth Diapering, WordPress, Data Structures, Github, Xcode

Education
California State Polytechnic University-Pomona   2014 — 2016
Bachelor's Degree, Computer Science

University of California, Santa Barbara   2005 — 2007

Princeton Day School   1996 — 1999
High School

R. M. Valdez R. M. Valdez Santa Barbara, California Details
R. M. Valdez's Partnervest Financial Group, LLC Experience September 2007 - Present
Job Associate Portfolio Manager, Financial Advisor at Partnervest Financial Group, LLC
Industry Financial Services
Experience
Partnervest Financial Group, LLC   September 2007 - Present
Blakeslee & Blakeslee   March 2006 - January 2007

Skills
Mutual Funds, Alternative Investments, Equities, Trading, Options, ETFs, Securities, Covered Calls, Series 65, Performance Attribution

Education
California Polytechnic State University-San Luis Obispo   2003 — 2007
Bachelor's degree, Economics

Torrey Pines High School   1999 — 2003

Jason Luksa Jason Luksa Houston, Texas Area Details
Jason Luksa's Partnervest Financial Group, LLC Experience 2011 - 2012
Job Sales Field Instrumentation at Puffer Sweiven
Industry Oil & Energy
Experience
Puffer Sweiven  2013 - Present
Partnervest Financial Group, LLC   2011 - 2012
Pacer Financial  January 2010 - July 2010
Meeder Financial  May 2008 - October 2008
NEXT FINANCIAL GROUP  June 2006 - September 2007
Capitas Financial  July 2005 - June 2006
AIG VALIC  March 2000 - December 2004
Morgan Stanley  February 1999 - January 2000

Skills
Mutual Funds

Education
Baylor University   1994 — 1998
Bachelor of Arts (BA), Financial Planning

Baylor University
Finance and Financial Management Services

Joshua Shapiro Joshua Shapiro Greater Los Angeles Area Details
Joshua Shapiro's Partnervest Financial Group, LLC Experience April 2009 - March 2014
Job Regional Vice President at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Financial Group Member Companies  March 2014 - Present
Partnervest Financial Group, LLC   April 2009 - March 2014
John Hancock  December 2004 - April 2009
OppenheimerFunds  June 2000 - September 2004

Skills
Mutual Funds, Separately Managed..., ETFs, Financial Markets, Series 65, Options Strategies, Registered Investment..., Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Strategic Financial..., Asset Management, Investment Advisory, Portfolio Management, Series 6, Series 63, Investments, Wealth Management, Series 7, Securities, Retirement

Education
California State University-Northridge   2002 — 2004
B.A., Sociology

Moorpark College   2000 — 2002
Associate of Arts (A.A.), Sociology

Gary Strom, CFP, ChFC, CLU Gary Strom, CFP, ChFC, CLU Santa Barbara, California Details
Gary Strom, CFP, ChFC, CLU's Partnervest Financial Group, LLC Experience 2002 - Present
Job Financial Planner at Partnervest Financial Group, LLC
Industry Financial Services
Experience
Partnervest Financial Group, LLC   2002 - Present

Education
San Jose State University
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs

Gunnar Sundstrom Gunnar Sundstrom Solvang, California Details
Gunnar Sundstrom's Partnervest Financial Group, LLC Experience July 2005 - Present
Job CFO at Partnervest Financial Group LLC
Industry Financial Services
Experience
Partnervest Financial Group LLC  July 2005 - Present
Partnervest Financial Group LLC  2005 - 2008
Partnervest Financial Group LLC  2005 - 2008

Skills
Mutual Funds, Equities, Strategic Financial..., Alternative Investments, Investments, Asset Management, Portfolio Management, Securities, Trading, Financial Services, Investment Advisory, Wealth Management, Asset Allocation, Hedge Funds, FINRA, Financial Planning, ETFs

Education
Fairleigh Dickinson University   1968 — 1978
MS Acctg, Finance & Accounting

Laura Dougherty Laura Dougherty Greater Los Angeles Area Details
Laura Dougherty's Partnervest Financial Group, LLC Experience December 2008 - May 2009
Job Agent Team Member at State Farm
Industry Insurance
Experience
State Farm  February 2013 - Present
Comfort Keepers  June 2009 - Present
Fiduciary Round Table of the San Gabriel Valley   November 2012 - November 2014
Partnervest Financial Group, LLC   December 2008 - May 2009
Macy's  June 2008 - November 2008
Abercrombie & Fitch  June 2006 - May 2008

Skills
QuickBooks, Outlook, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Social Networking, Social Media, Blogging, Data Entry, Invoicing, Sales, Customer Service, Marketing, Time Management, Research, Event Planning, Telephone Skills, Filing, Administrative..., Teamwork

Education
UCSB   2007 — 2012
English

Bishop Alemany High School   2003 — 2007

Guy Macias Guy Macias San Francisco, California Details
Guy Macias's Partnervest Financial Group, LLC Experience 2004 - 2005
Job Director of Sales at Sipp.
Industry Consumer Goods
Experience
Sipp Eco Beverage   February 2014 - Present
GOBIE h2o   2012 - 2014
Market Street Partners  2011 - 2012
Sports Gift Inc.   2010 - 2011
Morgan Stanley  2005 - 2009
Partnervest Financial Group, LLC   2004 - 2005
Bacara Resort & Spa  2004 - 2004
Merrill Lynch  2003 - 2004
Starwood Hotels & Resorts Worldwide, Inc.   2002 - 2004

Skills
Business Development, New Business Development, Investments, Financial Analysis, Business Strategy, Business Analysis, Investor Relations, Financial Modeling, Strategy, Portfolio Management, Market Research, Marketing, Competitive Analysis, Strategic Consulting, Creative Pitching, Marketing Strategy, Product Marketing, Product Development, Negotiation

Education
University of California, Santa Barbara
Bachelor's Degree, Business/Managerial Economics

UCLA Extension
Business Development

Ove Kargard Ove Kargard Santa Barbara, California Area Details
Ove Kargard's Partnervest Financial Group, LLC Experience June 2007 - December 2010
Job Efficiently Making More Happen Faster
Industry Information Technology and Services
Experience
Open-Xchange   March 2014 - Present
Consulting  October 2013 - February 2014
RightScale  February 2012 - October 2013
Practical IT Consulting   January 2011 - January 2012
Connected Roots   January 2011 - January 2012
Partnervest Financial Group, LLC   June 2007 - December 2010
Groundswell Technologies   January 2009 - January 2010
Experclick (AD ECN)   April 2005 - October 2005
Fastclick  June 2002 - April 2005
Ericsson  September 1999 - June 2002

Skills
CentOS, SaaS, Data Center, Git, Apache, Cloud Computing, Private Cloud, Virtualization, Servers, Server Architecture, Troubleshooting, RightScale, Amazon Web Services..., Bash, Amazon EC2, MongoDB, System Monitoring, System Architecture, Linux, High Availability, Scalability, Unix, Integration, Networking, Open Source, DevOps, Project Management

Education
UCSB
Anthropology

University of Accra, Ghana   1996 — 1997

California Lutheran University

DIS – Danish Institute for Study Abroad

The International People's College (IPC), Helsingnor DK

Perry Clifton Perry Clifton Santa Clara, California Details
Perry Clifton's Partnervest Financial Group, LLC Experience Financial AdvisorPartnervest Financial Group, LLC2008 - Present
Job Investment Advisor at Partnervest Financial Group, LLC
Industry Financial Services
Experience
Partnervest Financial Group, LLC   Financial AdvisorPartnervest Financial Group, LLC2008 - Present

Skills
Retirement Planning, Investment Advisory, ETFs, Asset Management, Mutual Funds, Series 7, Series 63, Series 65, Asset Allocation, Insurance, Alternative Investments, Wealth Management, Securities, Equities, Strategic Financial...

Education
California State University-Chico

James Herrell, CFA James Herrell, CFA Santa Barbara, California Details
James Herrell, CFA's Partnervest Financial Group, LLC Experience July 2008 - Present
Job Director of Investments at Partnervest
Industry Investment Management
Experience
Partnervest Financial Group, LLC   July 2008 - Present
Pacific Capital Bancorp  October 2000 - September 2003
Strome Investment Management   February 1992 - June 1997
Kayne Anderson Rudnick  1988 - 1990

Skills
Fixed Income, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, ETFs, Asset Managment, Bloomberg, Investments, Equities, Trading, Derivatives, Hedging, Volatility, Geocaching, Options, Financial Engineering, Equity Derivatives, Financial Markets, Fund Of Funds, Trading Systems, Electronic Trading, Investment Strategies, Asset Allocation, Underwater Basket..., Wealth Management, Equity Research, Valuation, Soccer

Education
University of California, Santa Barbara   1984 — 1988
BA, English

David Andrade David Andrade Greater Los Angeles Area Details
David Andrade's Partnervest Financial Group, LLC Experience January 2004 - June 2005
Job OPERATIONS MANAGER at NATIONAL BANKRUPTCY SERVICES
Industry Internet
Experience
NATIONAL BANKRUPTCY SERVICES  November 2011 - December 2013
Frank N. Magid Associates  May 2008 - November 2011
Congressman Howard Berman   June 2010 - July 2010
California State Controller John Chiang   October 2009 - June 2010
Neohire   June 2008 - January 2010
Aerotek  October 2006 - May 2008
Robinsons May  June 2005 - May 2006
Partnervest Financial Group LLC  January 2004 - June 2005

Skills
Analytics, Sales, SEO, Recruiting, Human Resources, Sourcing, Social Media, Employee Relations, Digital Media, Management, Start-ups, Strategy, Leadership, College Recruiting, SEM, Blogging, Social Media Marketing, Account Management, Talent Acquisition, Market Research

Education
Pepperdine University   2009 — 2011
MPP, Economics & International Relations

University of California, Santa Barbara   2003 — 2005
BA, Sociology

Tom Machado Tom Machado San Diego, California Details
Tom Machado's Partnervest Financial Group, LLC Experience June 2005 - August 2007
Job .Net Web Applications and Systems Developer
Industry Computer Software
Experience
UC San Diego  November 2013 - Present
Robert D. Niehaus, Inc   October 2007 - Present
University of California, San Francisco  February 2013 - July 2013
Fluidata   January 2012 - May 2012
Credo Group UK   October 2010 - December 2011
University of California, San Diego  September 2008 - August 2010
University of California, San Diego  August 2007 - September 2008
Partnervest Financial Group, LLC   June 2005 - August 2007

Skills
C#, SQL Server, WCF, TDD, Web Applications, Web Development, JavaScript, jQuery, Agile, Financial Analysis, Software Consulting, Remote Team Management, Customer Experience, Customer Satisfaction, Database Administration, Microsoft SQL Server, Databases, Test Driven Development, IIS, MVC, Agile Methodologies, ASP, AJAX, Software Development, Web Services, ASP.NET, VB.NET, Object Oriented Design, .NET

Education
University of California, Santa Barbara   2001 — 2005
Bachelors of Science, Computer Science

Mary-Lyn Hyman Mary-Lyn Hyman Santa Barbara, California Area Details
Mary-Lyn Hyman's Partnervest Financial Group, LLC Experience August 2004 - Present
Job Marketing Assistant at Partnervest Financial Group
Industry Financial Services
Experience
Partnervest Financial Group, LLC   August 2004 - Present
Human Affairs International  1995 - 1998
Value Behavioral Health  1992 - 1995
Psomas  1990 - 1993

Education
University of Southern California   1985 — 1989
Double BA, Communications & Sociology

Anthony Purpero Anthony Purpero Santa Barbara, California Area Details
Anthony Purpero's Partnervest Financial Group, LLC Experience January 2005 - Present
Job Senior Financial Advisor at Partnervest Financial Group LLC/Financial Planning Specialist/Partner
Industry Financial Services
Experience
Partnervest Financial Group, LLC   January 2005 - Present
Partnervest Advisory Services LLC   January 2005 - Present
Smith Barney Brokerage Firm  January 1993 - January 2005
Shearson American Express  January 1984 - January 1993
Shearson Lehman Hutton Ifg   January 1982 - January 1984
Partnervest Advisory Services LLC   January 1978 - January 1982

Skills
Securities, Insurance, Mutual Funds, Finance, Financial Services, Strategic Financial..., Retirement Planning, Series 7, Investments, Series 63, Asset Allocation, Investment Advisory, Wealth Management, ETFs, Series 6, Alternative Investments, Series 65

Education
Private Planning Services, New York, NY,
FPS Training and Designation Program, Financial Planning Specialst Designation

Cosulting Group Univesity, New York, NY
Senior Portfolio Management Diploma

Smith Barney Shearson
Portfolio Management Diploma

Chicago Board of Trade
Registered Commodity Representative Certificate

Southern Oregon University
Emphasis in Math, Finance, Biological Science

Southern Oregon University
Teaching Certificate

University of Utah
Bachelor of Science (B.S.)

Jiang Hu Jiang Hu Santa Barbara, California Area Details
Jiang Hu's Partnervest Financial Group, LLC Experience January 2010 - Present
Job Registered Investment Advisor Representative at Partnervest Financial Group, LLC
Industry Mechanical or Industrial Engineering
Experience
Partnervest Financial Group,LLC   January 2010 - Present
Partnervest Financial Group, LLC   January 2010 - Present
H&R Block  January 2011 - April 2015
Macys  October 2008 - October 2013

Skills
Microsoft Office, Microsoft Excel, Outlook, Leadership, Photoshop, Strategic Planning, Superior Client Service, Market Research, Matlab, Mac, Research

Education
University of California, Santa Barbara   2005 — 2008
BS, Mechanical Engineering, Medical Device

Philip A Bewley Philip A Bewley Aptos, California Details
Philip A Bewley's Partnervest Financial Group, LLC Experience 2003 - 2011
Job Owner, Philip A.Bewley, MBA, CFP
Industry Financial Services
Experience
Philip A.Bewley, MBA, CFP   November 1973 - Present
Partnervest Financial Group, LLC   2003 - 2011
Teledyne McCormick Selph  July 1960 - November 1973

Education
University of California, Berkeley   1954 — 1965
BA & MBA, Geology, Business

UC Berkeley   1954 — 1958
BA, Geology

Piedmont High School   1948 — 1954

Philip A Bewley Philip A Bewley Aptos, California Details
Philip A Bewley's Partnervest Financial Group, LLC Experience September 2003 - Present
Job Tax & Financial Planner at Partnervest Financial Group, LLC
Industry Financial Services
Experience
Partnervest Financial Group, LLC   September 2003 - Present

Skills
Strategic Financial..., Tax Preparation

Education
UC Berkeley   1960 — 1965
MBA, Business

UC Berkeley   1954 — 1958
Bachelor's degree, Geology

Barbara PELTON Barbara PELTON Chandler, Arizona Details
Barbara PELTON's Partnervest Financial Group, LLC Experience March 2000 - May 2001
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Self-employed  2003 - Present
HOPE Services  May 2001 - September 2003
Partnervest Financial Group, LLC   March 2000 - May 2001

Skills
Planning & Scheduling, Production Planning, Innventory & shipping, Office Assistant, Job Coaching

Education
University of Nevada-Reno   1995 — 1998
Bachelor's degree, Social Work