Partnervest Financial Group, LLC
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
Partnervest Financial Group, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Partnervest Financial Group, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Partnervest Financial Group, LLC Employees
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
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
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
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
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
Partnervest Financial Group, LLC 2002 - Present
Education
San Jose State University
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
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
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
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
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
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
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
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
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
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
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.)
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, 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
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
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