Pen-Cal Company
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Pen-Cal Employees
Employee
Years
Job
Industry
Jason Aceituno Jason Aceituno's Pen-Cal Experience April 2013 - Present
Job Qualified Account Manager at PenCal
Industry Financial Services
Experience
Pen-Cal April 2013 - Present
FXCM April 2011 - April 2013
AceTrustee Inc August 2009 - April 2011
Skills
Social Media Marketing, PowerPoint, Online Advertising, Microsoft Excel, Business Development, Advertising, Financial Services, Digital Marketing, Financial Analysis, Financial Markets, Salesforce.com, Microsoft Office, Asset Management, Trading, Social Media, Customer Service, New Business Development, Lead Generation, Sales, Account Management, Investments, Marketing
Education
University of California, Santa Barbara 2005 — 2009
B.A., Economics/ Global Studies
Pen-Cal April 2013 - Present
FXCM April 2011 - April 2013
AceTrustee Inc August 2009 - April 2011
Skills
Social Media Marketing, PowerPoint, Online Advertising, Microsoft Excel, Business Development, Advertising, Financial Services, Digital Marketing, Financial Analysis, Financial Markets, Salesforce.com, Microsoft Office, Asset Management, Trading, Social Media, Customer Service, New Business Development, Lead Generation, Sales, Account Management, Investments, Marketing
Education
University of California, Santa Barbara 2005 — 2009
B.A., Economics/ Global Studies
Jennie (Fissel) Ostertag, PHR Jennie (Fissel) Ostertag, PHR's Pen-Cal Experience April 2005 - July 2006
Job HR and Recruiting Professional
Industry Human Resources
Experience
The Khabele School July 2015 - Present
Bigcommerce July 2013 - July 2015
Peddle April 2012 - June 2013
IGN Entertainment January 2011 - December 2011
IGN Entertainment November 2009 - January 2011
RealNetworks September 2008 - November 2009
E-LOAN July 2007 - September 2008
E-LOAN July 2006 - July 2007
Pen-Cal April 2005 - July 2006
Pen-Cal June 2004 - April 2005
Skills
Applicant Tracking..., HRIS, Employee Relations, Employee Engagement, Employee Referral..., Internships, Social Media, Social Networking, Program Management, Project Implementation, Recruiting, Performance Management, Terminations, Training, New Hire Orientation, Compliance, Background Checks, Interviews, Management, ADP Payroll, Payroll, Benefits Administration, New Hire Orientations, Deferred Compensation, Customer Service, Temporary Placement, Employee Benefits, Leadership, Organizational..., Payroll Services, Time Management, Technical Recruiting, College Recruiting, Internet Recruiting, Payroll Conversions, Policy Writing
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA, Management (Major), History (Minor)
The Khabele School July 2015 - Present
Bigcommerce July 2013 - July 2015
Peddle April 2012 - June 2013
IGN Entertainment January 2011 - December 2011
IGN Entertainment November 2009 - January 2011
RealNetworks September 2008 - November 2009
E-LOAN July 2007 - September 2008
E-LOAN July 2006 - July 2007
Pen-Cal April 2005 - July 2006
Pen-Cal June 2004 - April 2005
Skills
Applicant Tracking..., HRIS, Employee Relations, Employee Engagement, Employee Referral..., Internships, Social Media, Social Networking, Program Management, Project Implementation, Recruiting, Performance Management, Terminations, Training, New Hire Orientation, Compliance, Background Checks, Interviews, Management, ADP Payroll, Payroll, Benefits Administration, New Hire Orientations, Deferred Compensation, Customer Service, Temporary Placement, Employee Benefits, Leadership, Organizational..., Payroll Services, Time Management, Technical Recruiting, College Recruiting, Internet Recruiting, Payroll Conversions, Policy Writing
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA, Management (Major), History (Minor)
Mark Stailey's Pen-Cal Experience November 2003 - November 2005
Job
Industry Investment Banking
Experience
ClearPath Business Advisors December 2013 - Present
Ascend Strategic Partners, LLC November 2005 - December 2013
Pen-Cal November 2003 - November 2005
Hewlett Packard March 2002 - December 2002
BISNet, Inc. 1999 - 2002
InsMark, Inc. 1997 - 1999
InsMark, Inc. June 1987 - June 1997
Skills
Mergers, Financial Modeling, Due Diligence, Corporate Development, Business Strategy, Start-ups, Program Management, Investment Banking, Strategy, Project Management, Strategic Partnerships, SaaS, Strategic Planning, Mergers & Acquisitions, Business Planning, Executive Management, Entrepreneurship, Leadership, Financial Services, Outsourcing, Finance, Management Consulting, Product Development, Corporate Finance, Private Equity, Management, M&A experience, Strategic Consulting, Restructuring, Acquisition Integration, Divestitures, Business Valuation, Financial Structuring, Leveraged Finance, Acquisitions, Valuation, Capital, Angel Investing, Joint Ventures, Investor Relations, Structured Finance
Education
Saint Mary's College of California 1991 — 1993
Master of Business Administration (M.B.A.)
University of California, Berkeley 1981 — 1986
BA, Computer Science
The American College
CLU, Chartered Life Underwriter
ClearPath Business Advisors December 2013 - Present
Ascend Strategic Partners, LLC November 2005 - December 2013
Pen-Cal November 2003 - November 2005
Hewlett Packard March 2002 - December 2002
BISNet, Inc. 1999 - 2002
InsMark, Inc. 1997 - 1999
InsMark, Inc. June 1987 - June 1997
Skills
Mergers, Financial Modeling, Due Diligence, Corporate Development, Business Strategy, Start-ups, Program Management, Investment Banking, Strategy, Project Management, Strategic Partnerships, SaaS, Strategic Planning, Mergers & Acquisitions, Business Planning, Executive Management, Entrepreneurship, Leadership, Financial Services, Outsourcing, Finance, Management Consulting, Product Development, Corporate Finance, Private Equity, Management, M&A experience, Strategic Consulting, Restructuring, Acquisition Integration, Divestitures, Business Valuation, Financial Structuring, Leveraged Finance, Acquisitions, Valuation, Capital, Angel Investing, Joint Ventures, Investor Relations, Structured Finance
Education
Saint Mary's College of California 1991 — 1993
Master of Business Administration (M.B.A.)
University of California, Berkeley 1981 — 1986
BA, Computer Science
The American College
CLU, Chartered Life Underwriter
Christina Kinney Christina Kinney's Pen-Cal Experience May 2012 - April 2013
Job Retirement Plan Administrator at Nicholas Pension Consultants
Industry Financial Services
Experience
Nicholas Pension Consultants December 2014 - Present
Pen-Cal May 2012 - April 2013
Polycomp Administrative Services, Inc. August 2009 - May 2012
Skills
401k, Profit Sharing, Microsoft Excel, Defined Benefit, Microsoft Office, Customer Service, Pensions, Microsoft Word, Retirement Plan..., Financial Analysis, Employee Benefits, Strategic Planning, Spreadsheets, Outlook, Salesforce.com
Education
Oregon State University 2007 — 2009
Masters of Business Administration, MBA
Oregon State University 2002 — 2007
Bachelor of Science, Mathematics
Nicholas Pension Consultants December 2014 - Present
Pen-Cal May 2012 - April 2013
Polycomp Administrative Services, Inc. August 2009 - May 2012
Skills
401k, Profit Sharing, Microsoft Excel, Defined Benefit, Microsoft Office, Customer Service, Pensions, Microsoft Word, Retirement Plan..., Financial Analysis, Employee Benefits, Strategic Planning, Spreadsheets, Outlook, Salesforce.com
Education
Oregon State University 2007 — 2009
Masters of Business Administration, MBA
Oregon State University 2002 — 2007
Bachelor of Science, Mathematics
Maggie N. Ruiz Maggie N. Ruiz's Pen-Cal Experience April 2004 - June 2005
Job Payroll
Industry Legal Services
Experience
Pandora March 2015 - Present
Square September 2014 - February 2015
Medivation June 2013 - September 2014
Axiom August 2011 - March 2013
Teledata Technology Solutions (TTS Consulting) January 2009 - November 2010
Perquest September 2008 - December 2008
ADP July 2005 - September 2008
Pen-Cal April 2004 - June 2005
Rathlin Management Group LLC March 2002 - April 2004
ProBusiness Services, Inc. 1999 - 2001
Skills
ADP Payroll, Payroll, HRIS, Employee Benefits, PeopleSoft, Vendor Management, Benefits Administration, Employee Relations, Human Resources, Customer Service, Deferred Compensation, Performance Management, Talent Acquisition, Onboarding
Education
San Jose City College
Accounting and Finance
San Jose State University
Accounting/Finance
Pandora March 2015 - Present
Square September 2014 - February 2015
Medivation June 2013 - September 2014
Axiom August 2011 - March 2013
Teledata Technology Solutions (TTS Consulting) January 2009 - November 2010
Perquest September 2008 - December 2008
ADP July 2005 - September 2008
Pen-Cal April 2004 - June 2005
Rathlin Management Group LLC March 2002 - April 2004
ProBusiness Services, Inc. 1999 - 2001
Skills
ADP Payroll, Payroll, HRIS, Employee Benefits, PeopleSoft, Vendor Management, Benefits Administration, Employee Relations, Human Resources, Customer Service, Deferred Compensation, Performance Management, Talent Acquisition, Onboarding
Education
San Jose City College
Accounting and Finance
San Jose State University
Accounting/Finance
Greg Bunch Greg Bunch's Pen-Cal Experience June 2015 - August 2015
Job Executive Benefits Specialist at PenCal
Industry Financial Services
Experience
Pen-Cal June 2015 - August 2015
Skyview Memorial Lawn June 2012 - August 2014
Skills
Customer Service, Strategic Planning, Project Management, Leadership, Business Analysis, Financial Analysis, Risk Management, Microsoft Office, Time Management
Education
San Diego State University-California State University 2014 — 2017
Bachelor's degree, Economics, Junior
Benicia high school 2009 — 2013
Pen-Cal June 2015 - August 2015
Skyview Memorial Lawn June 2012 - August 2014
Skills
Customer Service, Strategic Planning, Project Management, Leadership, Business Analysis, Financial Analysis, Risk Management, Microsoft Office, Time Management
Education
San Diego State University-California State University 2014 — 2017
Bachelor's degree, Economics, Junior
Benicia high school 2009 — 2013
CJ Emery CJ Emery's Pen-Cal Experience February 1994 - April 1999
Job HR Total Rewards and Systems Manager at Raytheon Applied Signal Technology
Industry Human Resources
Experience
Raytheon Applied Signal Technology August 2009 - Present
Space Systems Loral June 2008 - August 2009
Esurance January 2004 - May 2008
Siebel Systems June 2003 - December 2003
Gymboree November 2000 - January 2002
Pollock Financial Group May 1999 - July 2000
Pen-Cal February 1994 - April 1999
Skills
PeopleSoft, ADP Payroll, Project Management, Oracle, SAP, Microsoft Office, Sarbanes-Oxley, ERISA, Process Simulation, Employee Benefits, Performance Management, Employee Relations, Benefits Administration, HRIS
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
Raytheon Applied Signal Technology August 2009 - Present
Space Systems Loral June 2008 - August 2009
Esurance January 2004 - May 2008
Siebel Systems June 2003 - December 2003
Gymboree November 2000 - January 2002
Pollock Financial Group May 1999 - July 2000
Pen-Cal February 1994 - April 1999
Skills
PeopleSoft, ADP Payroll, Project Management, Oracle, SAP, Microsoft Office, Sarbanes-Oxley, ERISA, Process Simulation, Employee Benefits, Performance Management, Employee Relations, Benefits Administration, HRIS
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
Dee Kratz's Pen-Cal Experience 2000 - 2004
Job Director of Operations at Beneco
Industry Financial Services
Experience
Beneco February 2015 - Present
Verisight, Inc October 2004 - February 2015
Pen-Cal 2000 - 2004
Kaufmann and Goble October 1997 - March 2000
Retirement Administration, Inc. December 1992 - October 1997
USAF August 1986 - August 1990
Skills
Pensions, Retirement, 401k, Employee Benefits, Defined Benefit, Payroll, Retirement Planning, Pension Administration, Financial Services, Investments, Benefits Administration, Mutual Funds, Deferred Compensation
Education
San Jose State University 1992 — 1994
Beneco February 2015 - Present
Verisight, Inc October 2004 - February 2015
Pen-Cal 2000 - 2004
Kaufmann and Goble October 1997 - March 2000
Retirement Administration, Inc. December 1992 - October 1997
USAF August 1986 - August 1990
Skills
Pensions, Retirement, 401k, Employee Benefits, Defined Benefit, Payroll, Retirement Planning, Pension Administration, Financial Services, Investments, Benefits Administration, Mutual Funds, Deferred Compensation
Education
San Jose State University 1992 — 1994
Jim Rothaus's Pen-Cal Experience 2003 - Present
Job Regional Sales Manager at Aspire
Industry Financial Services
Experience
Aspire March 2014 - Present
Pen-Cal 2003 - Present
Nationwide Insurance September 1990 - October 2003
Skills
Retirement Plan..., 401k, Retirement, Mutual Funds, ERISA, Defined Benefit, Pensions, Retirement Planning, Investment Advisory, ETFs, Asset Managment, Asset Allocation, Wealth Management, Trust Services, Securities, Profit Sharing, Asset Management, Investments, Employee Benefits, Financial Services
Education
Golden Gate University 1982 — 1985
Finance
University of San Francisco 1978 — 1980
Bachelor of Science (B.S.), Science
Aspire March 2014 - Present
Pen-Cal 2003 - Present
Nationwide Insurance September 1990 - October 2003
Skills
Retirement Plan..., 401k, Retirement, Mutual Funds, ERISA, Defined Benefit, Pensions, Retirement Planning, Investment Advisory, ETFs, Asset Managment, Asset Allocation, Wealth Management, Trust Services, Securities, Profit Sharing, Asset Management, Investments, Employee Benefits, Financial Services
Education
Golden Gate University 1982 — 1985
Finance
University of San Francisco 1978 — 1980
Bachelor of Science (B.S.), Science
Jennifer Noia's Pen-Cal Experience August 2003 - May 2004
Job Procurement Relationship Manager
Industry Logistics and Supply Chain
Experience
Cisco Systems September 2010 - Present
Cisco Systems November 2007 - September 2010
Agilent Technologies June 2004 - October 2007
Pen-Cal August 2003 - May 2004
Skills
Supply Management, Strategic Sourcing, Global Sourcing, Negotiation, Cross-functional Team..., Sourcing, Supply Chain, Supply Chain Management, Vendor Management, Procurement, Outsourcing, Process Improvement, Strategy, Materials Management, Management, Program Management, Project Planning, Spend Analysis
Education
California State University-Chico 1998 — 2003
B.S., Management Information Systems & Production, Operations Management
Cisco Systems September 2010 - Present
Cisco Systems November 2007 - September 2010
Agilent Technologies June 2004 - October 2007
Pen-Cal August 2003 - May 2004
Skills
Supply Management, Strategic Sourcing, Global Sourcing, Negotiation, Cross-functional Team..., Sourcing, Supply Chain, Supply Chain Management, Vendor Management, Procurement, Outsourcing, Process Improvement, Strategy, Materials Management, Management, Program Management, Project Planning, Spend Analysis
Education
California State University-Chico 1998 — 2003
B.S., Management Information Systems & Production, Operations Management
Sandeep Gangadhara's Pen-Cal Experience June 2004 - September 2006
Job Lead Portfolio Manager at Aperio Group, LLC
Industry Financial Services
Experience
Aperio Group, LLC July 2014 - Present
Aperio Group, LLC January 2014 - June 2014
Aperio Group, LLC March 2008 - December 2013
Aperio Group, LLC September 2006 - March 2008
Pen-Cal June 2004 - September 2006
Education
University of California, Santa Barbara 1997 — 2002
Bachelor of Arts, Major: Business Economics. Minor: Anthropology
Aperio Group, LLC July 2014 - Present
Aperio Group, LLC January 2014 - June 2014
Aperio Group, LLC March 2008 - December 2013
Aperio Group, LLC September 2006 - March 2008
Pen-Cal June 2004 - September 2006
Education
University of California, Santa Barbara 1997 — 2002
Bachelor of Arts, Major: Business Economics. Minor: Anthropology
Anchia Tai's Pen-Cal Experience June 2005 - May 2006
Job A/P Coordinator at ELOAN
Industry Accounting
Experience
E-LOAN December 2006 - Present
Pen-Cal June 2005 - May 2006
Troy Van Sloten, CPA & Associates February 2005 - May 2005
Troy Van Sloten, CPA & Associates January 2003 - April 2003
Education
California State University-East Bay
Business Administration, Accounting
E-LOAN December 2006 - Present
Pen-Cal June 2005 - May 2006
Troy Van Sloten, CPA & Associates February 2005 - May 2005
Troy Van Sloten, CPA & Associates January 2003 - April 2003
Education
California State University-East Bay
Business Administration, Accounting
David Ragona, MBA, APA's Pen-Cal Experience 2004 - 2006
Job Director of Compliance at Associated Pension Consultants
Industry Financial Services
Experience
Associated Pension Consultants October 2010 - Present
Milliman April 2006 - March 2009
Pen-Cal 2004 - 2006
BenefitStreet 2001 - 2004
Skills
Pensions, Retirement, Compliance, 401k, Plan Design, Plan Administration, Benefits Administration, Asset Management, Mutual Funds, Investments, Business Planning, Strategic Financial...
Education
San Francisco State University 2000 — 2006
MBA, Business Administration
Associated Pension Consultants October 2010 - Present
Milliman April 2006 - March 2009
Pen-Cal 2004 - 2006
BenefitStreet 2001 - 2004
Skills
Pensions, Retirement, Compliance, 401k, Plan Design, Plan Administration, Benefits Administration, Asset Management, Mutual Funds, Investments, Business Planning, Strategic Financial...
Education
San Francisco State University 2000 — 2006
MBA, Business Administration
Annie Low's Pen-Cal Experience July 2001 - July 2005
Job Optometrist at Crossover Health
Industry Medical Practice
Experience
Crossover Health February 2014 - Present
Los Altos Optometric Group January 2014 - Present
Lenscrafters March 2011 - January 2014
Lenscrafters February 2010 - February 2011
Professional Eye Center December 2009 - February 2010
Pen Cal July 2001 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Optometry
Education
Illinois College of Optometry 2005 — 2009
Doctor of Optometry, Optometry
UC Berkeley 1997 — 2001
Bachelor of Arts (B.A.), Molecular and Cell Biology
Crossover Health February 2014 - Present
Los Altos Optometric Group January 2014 - Present
Lenscrafters March 2011 - January 2014
Lenscrafters February 2010 - February 2011
Professional Eye Center December 2009 - February 2010
Pen Cal July 2001 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Optometry
Education
Illinois College of Optometry 2005 — 2009
Doctor of Optometry, Optometry
UC Berkeley 1997 — 2001
Bachelor of Arts (B.A.), Molecular and Cell Biology
Lancaster Kawi's Pen-Cal Experience February 2008 - Present
Job Director of Operations
Industry Financial Services
Experience
Pen-Cal February 2008 - Present
One World Self Defense and Fitness July 2011 - July 2014
Skills
Mutual Funds
Education
California State University-Hayward 2006 — 2008
MBA
California State University-Hayward 2004 — 2006
BS, Accounting
Pen-Cal February 2008 - Present
One World Self Defense and Fitness July 2011 - July 2014
Skills
Mutual Funds
Education
California State University-Hayward 2006 — 2008
MBA
California State University-Hayward 2004 — 2006
BS, Accounting
Christian Penland's Pen-Cal Experience August 2012 - Present
Job Executive Retirement Funding Analyst at PenCal
Industry Insurance
Experience
Pen-Cal August 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Social Media
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Pen-Cal August 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Social Media
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Hunter Penland's Pen-Cal Experience
Job Investment Analyst at PenCal
Industry Financial Services
Experience
Pen-Cal
Skills
Investments, New Business Development, Microsoft Excel, Marketing
Education
University of California, Santa Barbara
Pen-Cal
Skills
Investments, New Business Development, Microsoft Excel, Marketing
Education
University of California, Santa Barbara
Ann Paukert's Pen-Cal Experience September 2009 - December 2012
Job Independent Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Pen-Cal September 2009 - December 2012
Reproductive Science Center July 2002 - September 2008
Kaiser Permanente July 1975 - July 2002
Education
Oakland College of Medical Assisting 1974 — 1975
Technical Certificate
Iowa Central Community College 1972 — 1974
Associate of Arts (AA), General Education
Pen-Cal September 2009 - December 2012
Reproductive Science Center July 2002 - September 2008
Kaiser Permanente July 1975 - July 2002
Education
Oakland College of Medical Assisting 1974 — 1975
Technical Certificate
Iowa Central Community College 1972 — 1974
Associate of Arts (AA), General Education
Candia Au's Pen-Cal Experience June 2013 - Present
Job Executive Benefit Specialist at PenCal
Industry Higher Education
Experience
Pen-Cal June 2013 - Present
American Public University System May 2010 - October 2012
Pen-Cal November 2006 - March 2010
Bank of America November 2005 - November 2006
UCSD Institute of Molecular Medicine July 2004 - November 2004
Forever 21 July 2002 - September 2002
Monsoon’s Jewelry February 2000 - February 2001
Education
University of California 2001 — 2005
B.A, Economics
Pen-Cal June 2013 - Present
American Public University System May 2010 - October 2012
Pen-Cal November 2006 - March 2010
Bank of America November 2005 - November 2006
UCSD Institute of Molecular Medicine July 2004 - November 2004
Forever 21 July 2002 - September 2002
Monsoon’s Jewelry February 2000 - February 2001
Education
University of California 2001 — 2005
B.A, Economics