Pensionmark Retirement Group
Industry: Company
DescriptionFounded: 1988 Subsidiary: Pensionmark Financial Group, LLC
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Pensionmark Retirement Group Employees
Employee
Years
Job
Industry
Kayvon Salafian, MBA Kayvon Salafian, MBA's Pensionmark Retirement Group Experience August 2014 - Present
Job Strategies Analyst at Pensionmark Retirement Group, Founder at MarkYard
Industry Financial Services
Experience
MarkYard December 2011 - Present
Pensionmark Retirement Group August 2014 - Present
Bragg Live Foods Inc. September 2013 - December 2014
Cetera Advisor Networks LLC June 2012 - July 2014
Bartlett, Pringle & Wolf, LLP August 2011 - June 2012
PricewaterhouseCoopers July 2009 - July 2011
Matthews & Company September 2005 - June 2009
Montecito Bank & Trust 2004 - 2008
EXPRESS June 2003 - September 2004
Fine Art Conservation Laboratories September 2000 - May 2003
Skills
QuickBooks, Tax, Auditing, Accounting, Payroll, Financial Analysis, Tax Returns, Banking, Tax Preparation, Strategic Financial..., Financial Statements, Leadership, Management, New Venture Development, New Ventures, Income Tax, Retail Banking, Marketing, Social Networking, Wealth Management, Financial Planning, Finance, Microsoft Excel, Start-up Ventures, Corporate Tax, Income Statement, Balance Sheet, Financial Reporting, Financial Accounting, Sales, Social Media Marketing, Social Media, Social Commerce, Web Commerce, Consulting, Entrepreneurship, Project Management, Sales Management, Personal Financial..., Retirement Planning, Wealth Accumulation..., Wealth Accumulation, New Business Development, Financial Services, Provisioning, Office Management, Microsoft Office, Customer Service, PowerPoint
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2014
MBA, Management, Accounting, Finance, Marketing, Entrepreneurship
University of California, Santa Barbara 2007 — 2009
Business Economics, Emphasis in Accounting, Economics, Entrepreneurship, and Sports Management
MarkYard December 2011 - Present
Pensionmark Retirement Group August 2014 - Present
Bragg Live Foods Inc. September 2013 - December 2014
Cetera Advisor Networks LLC June 2012 - July 2014
Bartlett, Pringle & Wolf, LLP August 2011 - June 2012
PricewaterhouseCoopers July 2009 - July 2011
Matthews & Company September 2005 - June 2009
Montecito Bank & Trust 2004 - 2008
EXPRESS June 2003 - September 2004
Fine Art Conservation Laboratories September 2000 - May 2003
Skills
QuickBooks, Tax, Auditing, Accounting, Payroll, Financial Analysis, Tax Returns, Banking, Tax Preparation, Strategic Financial..., Financial Statements, Leadership, Management, New Venture Development, New Ventures, Income Tax, Retail Banking, Marketing, Social Networking, Wealth Management, Financial Planning, Finance, Microsoft Excel, Start-up Ventures, Corporate Tax, Income Statement, Balance Sheet, Financial Reporting, Financial Accounting, Sales, Social Media Marketing, Social Media, Social Commerce, Web Commerce, Consulting, Entrepreneurship, Project Management, Sales Management, Personal Financial..., Retirement Planning, Wealth Accumulation..., Wealth Accumulation, New Business Development, Financial Services, Provisioning, Office Management, Microsoft Office, Customer Service, PowerPoint
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2014
MBA, Management, Accounting, Finance, Marketing, Entrepreneurship
University of California, Santa Barbara 2007 — 2009
Business Economics, Emphasis in Accounting, Economics, Entrepreneurship, and Sports Management
Annette Hancock Annette Hancock's Pensionmark Retirement Group Experience 2013 - 2014
Job Licensed Sales Producer at Allstate
Industry Financial Services
Experience
Allstate September 2014 - Present
Pensionmark Retirement Group 2013 - 2014
Kelly Services 2013 - 2014
DJM Sales & Marketing, Inc. 2012 - 2013
Wells Fargo 2010 - 2012
Michael's Furniture Showplace 1991 - 2003
Skills
Marketing Communications, Marketing, Customer Service, Sales, Communication Skills, Telemarketing, Lead Generation, Salesforce.com, Customer Satisfaction, Retail Sales, Team Leadership, Cold Calling, Telecommunications, Banking, Account Reconciliation, Account Management, Customer Experience, Training, Call Centers, Customer Retention, Microsoft Excel, Sales Operations, Leadership, Microsoft Office
Education
Orange Coast College 1981 — 1984
Associate's degree, Business Administration and Management, General
Allstate September 2014 - Present
Pensionmark Retirement Group 2013 - 2014
Kelly Services 2013 - 2014
DJM Sales & Marketing, Inc. 2012 - 2013
Wells Fargo 2010 - 2012
Michael's Furniture Showplace 1991 - 2003
Skills
Marketing Communications, Marketing, Customer Service, Sales, Communication Skills, Telemarketing, Lead Generation, Salesforce.com, Customer Satisfaction, Retail Sales, Team Leadership, Cold Calling, Telecommunications, Banking, Account Reconciliation, Account Management, Customer Experience, Training, Call Centers, Customer Retention, Microsoft Excel, Sales Operations, Leadership, Microsoft Office
Education
Orange Coast College 1981 — 1984
Associate's degree, Business Administration and Management, General
Mike Warson Mike Warson's Pensionmark Retirement Group Experience February 2006 - October 2014
Job Senior Business Development Manager at Qubit.
Industry Computer Software
Experience
Qubit. November 2014 - Present
Pensionmark Retirement Group February 2006 - October 2014
CyberArk October 2004 - January 2006
SuccessFactors (Plateau Systems) May 2002 - October 2004
Critical Path 1998 - 2002
Emphasis Software (SymPro) May 1995 - November 1998
Skills
Financial Services, SaaS, Management, Strategy, Start-ups, Strategic Partnerships, Solution Selling, Enterprise Software, Strategic Planning, New Business Development, Marketing Strategy, Account Management, Salesforce.com, Learning Management..., Business Development, Sales, Executive Management
Education
Syracuse University - Martin J. Whitman School of Management
BS, Marketing, Business Law
Qubit. November 2014 - Present
Pensionmark Retirement Group February 2006 - October 2014
CyberArk October 2004 - January 2006
SuccessFactors (Plateau Systems) May 2002 - October 2004
Critical Path 1998 - 2002
Emphasis Software (SymPro) May 1995 - November 1998
Skills
Financial Services, SaaS, Management, Strategy, Start-ups, Strategic Partnerships, Solution Selling, Enterprise Software, Strategic Planning, New Business Development, Marketing Strategy, Account Management, Salesforce.com, Learning Management..., Business Development, Sales, Executive Management
Education
Syracuse University - Martin J. Whitman School of Management
BS, Marketing, Business Law
Andrew Fritts Andrew Fritts's Pensionmark Retirement Group Experience June 2013 - June 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Pensionmark Retirement Group June 2013 - June 2014
Fidelity Investments 2004 - May 2013
Spear, Leeds & Kellogg Capital Markets April 1998 - August 2002
Skills
Personal Financial..., Retirement, Wealth Management, Retirement Planning, Investment Advisory, Leadership, Strategic Planning, Communication, Positive Can-do Attitude, Human Resources, Life Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), History-Political Science Dual Major
TIAA-CREF June 2014 - Present
Pensionmark Retirement Group June 2013 - June 2014
Fidelity Investments 2004 - May 2013
Spear, Leeds & Kellogg Capital Markets April 1998 - August 2002
Skills
Personal Financial..., Retirement, Wealth Management, Retirement Planning, Investment Advisory, Leadership, Strategic Planning, Communication, Positive Can-do Attitude, Human Resources, Life Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), History-Political Science Dual Major
Christine Powell Christine Powell's Pensionmark Retirement Group Experience January 2010 - Present
Job Managing Director, Pensionmark Houston, LLC
Industry Financial Services
Experience
Pensionmark Retirement Group January 2010 - Present
Morgan Stanley Smith Barney 1987 - 2010
KPMG Advisory 1977 - 1987
William M. Mercer, Inc. 1974 - 1977
Skills
Securities, Financial Advisory, 401k, Pensions, Retirement Planning, Retirement Plan..., Defined Benefit, Investments, Profit Sharing, Alternative Investments, Employee Benefits, Strategic Financial..., Strategic Planning, Small Business, Public Speaking, Series 7, Investment Management, Customer Service, Retirement, Series 63, Mutual Funds, FINRA, Financial Services, Investment Advisory, Asset Allocation
Education
Missouri State University
BS, Mathematics
Pensionmark Retirement Group January 2010 - Present
Morgan Stanley Smith Barney 1987 - 2010
KPMG Advisory 1977 - 1987
William M. Mercer, Inc. 1974 - 1977
Skills
Securities, Financial Advisory, 401k, Pensions, Retirement Planning, Retirement Plan..., Defined Benefit, Investments, Profit Sharing, Alternative Investments, Employee Benefits, Strategic Financial..., Strategic Planning, Small Business, Public Speaking, Series 7, Investment Management, Customer Service, Retirement, Series 63, Mutual Funds, FINRA, Financial Services, Investment Advisory, Asset Allocation
Education
Missouri State University
BS, Mathematics
Emilio Vela Alvarenga Emilio Vela Alvarenga's Pensionmark Retirement Group Experience October 2013 - Present
Job Lead Operations Specialist at Pensionmark Financial Group
Industry Financial Services
Experience
Pensionmark Financial Group June 2015 - Present
Pensionmark Retirement Group October 2013 - Present
Comunidad de Madrid October 2011 - June 2013
Opinno January 2012 - June 2012
UC Santa Barbara May 2011 - September 2011
Express Employment Professionals September 2010 - December 2010
UC Santa Barbara January 2008 - December 2010
Skills
Spanish, PowerPoint, Microsoft Excel, Microsoft Word, Blogging, Facebook, Social Media, Event Planning, Management, QuickBooks, Teamwork
Education
University of California, Santa Barbara 2007 — 2011
Bachelor's degree, Communication and Spanish
Universite de Lumiere II 2009 — 2010
B.A, French
Pensionmark Financial Group June 2015 - Present
Pensionmark Retirement Group October 2013 - Present
Comunidad de Madrid October 2011 - June 2013
Opinno January 2012 - June 2012
UC Santa Barbara May 2011 - September 2011
Express Employment Professionals September 2010 - December 2010
UC Santa Barbara January 2008 - December 2010
Skills
Spanish, PowerPoint, Microsoft Excel, Microsoft Word, Blogging, Facebook, Social Media, Event Planning, Management, QuickBooks, Teamwork
Education
University of California, Santa Barbara 2007 — 2011
Bachelor's degree, Communication and Spanish
Universite de Lumiere II 2009 — 2010
B.A, French
Sean O'Flaherty Sean O'Flaherty's Pensionmark Retirement Group Experience 2010 - Present
Job Managing Director at Pensionmark
Industry Financial Services
Experience
Pensionmark Retirement Group 2010 - Present
Corporate Retirement Strategies May 2004 - November 2010
Business Consultants Group, LLC January 2001 - April 2004
Skills
Retirement Planning, Retirement, Financial Advisory, Finance, Management, 401k, Investments, Financial Planning, Strategic Planning, Mutual Funds
Education
Saint Mary's College of California 1982 — 1986
BS with Minor in Economics, Business Administration/Economics
Pensionmark Retirement Group 2010 - Present
Corporate Retirement Strategies May 2004 - November 2010
Business Consultants Group, LLC January 2001 - April 2004
Skills
Retirement Planning, Retirement, Financial Advisory, Finance, Management, 401k, Investments, Financial Planning, Strategic Planning, Mutual Funds
Education
Saint Mary's College of California 1982 — 1986
BS with Minor in Economics, Business Administration/Economics
Kyle Vandermey Kyle Vandermey's Pensionmark Retirement Group Experience November 2014 - Present
Job Operations Assistant at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group November 2014 - Present
Cetera Advisor Networks LLC August 2013 - October 2014
UCSB Davidson Library September 2012 - August 2013
Western QA June 2012 - August 2012
East Lake Village June 2011 - August 2012
Skills
Teamwork, Finance, Data Analysis, Customer Service, Economics, Financial Analysis, Microsoft Excel, Microsoft Word, Analysis, Leadership, Sales, Guitar, Library, Books, Fashion, Microsoft Office, PowerPoint, Research, English, Accounting, Public Speaking, Critical Thinking, Stata
Education
University of California, Santa Barbara 2012 — 2014
Bachelor's degree, Economics
Orange Coast College 2010 — 2012
Esperanza
Pensionmark Retirement Group November 2014 - Present
Cetera Advisor Networks LLC August 2013 - October 2014
UCSB Davidson Library September 2012 - August 2013
Western QA June 2012 - August 2012
East Lake Village June 2011 - August 2012
Skills
Teamwork, Finance, Data Analysis, Customer Service, Economics, Financial Analysis, Microsoft Excel, Microsoft Word, Analysis, Leadership, Sales, Guitar, Library, Books, Fashion, Microsoft Office, PowerPoint, Research, English, Accounting, Public Speaking, Critical Thinking, Stata
Education
University of California, Santa Barbara 2012 — 2014
Bachelor's degree, Economics
Orange Coast College 2010 — 2012
Esperanza
Cristina Georgescu-Hansen Cristina Georgescu-Hansen's Pensionmark Retirement Group Experience January 2013 - Present
Job Client Relationship Manager at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group January 2013 - Present
IES June 2012 - January 2013
Baxter BioScience November 2011 - May 2012
Idaho Small Business Development Center January 2011 - May 2011
Aramark, Boise State University August 2008 - May 2011
State Farm Insurance August 2010 - December 2010
Boise State University BOOKSTORE January 2009 - February 2009
Prudentia S.R.L Romania January 2005 - January 2006
Skills
Salesforce.com, Financial Wellness, Human Resources, Customer Service, Finance, Teamwork, New Business Development, Microsoft Excel, Microsoft Word, Team Leadership, Social Media, Microsoft Office, Time Management, Retirement Plan..., CRM, PowerPoint, Public Speaking, Leadership, Team Building
Education
Boise State University 2006 — 2011
BBA, Internationa Business
Pensionmark Retirement Group January 2013 - Present
IES June 2012 - January 2013
Baxter BioScience November 2011 - May 2012
Idaho Small Business Development Center January 2011 - May 2011
Aramark, Boise State University August 2008 - May 2011
State Farm Insurance August 2010 - December 2010
Boise State University BOOKSTORE January 2009 - February 2009
Prudentia S.R.L Romania January 2005 - January 2006
Skills
Salesforce.com, Financial Wellness, Human Resources, Customer Service, Finance, Teamwork, New Business Development, Microsoft Excel, Microsoft Word, Team Leadership, Social Media, Microsoft Office, Time Management, Retirement Plan..., CRM, PowerPoint, Public Speaking, Leadership, Team Building
Education
Boise State University 2006 — 2011
BBA, Internationa Business
Elizabeth Muñoz, MBA, AIF® Elizabeth Muñoz, MBA, AIF®'s Pensionmark Retirement Group Experience August 2013 - August 2014
Job Retirement Consultant
Industry Financial Services
Experience
Arthur J. Gallagher & Co. September 2014 - Present
Pensionmark Retirement Group August 2013 - August 2014
Pensionmark Retirement Group November 2012 - August 2013
Pensionmark Retirement Group June 2011 - November 2012
Pensionmark Retirement Group February 2011 - June 2011
UC Santa Barbara July 2010 - December 2010
UC Santa Barbara August 2008 - December 2008
Skills
Retirement Planning, Investment Advisory, Employee Benefits, 401k, Pensions, Business Development, PowerPoint, Customer Service, Microsoft Excel, Investments, Organization, Management, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Global Business, 3.5 GPA
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Political Science emphasis in International Relations / Spanish
Universitat de Barcelona 2010 — 2010
International Relations/ European Union
UC Center Paris 2009 — 2009
French Studies
Arthur J. Gallagher & Co. September 2014 - Present
Pensionmark Retirement Group August 2013 - August 2014
Pensionmark Retirement Group November 2012 - August 2013
Pensionmark Retirement Group June 2011 - November 2012
Pensionmark Retirement Group February 2011 - June 2011
UC Santa Barbara July 2010 - December 2010
UC Santa Barbara August 2008 - December 2008
Skills
Retirement Planning, Investment Advisory, Employee Benefits, 401k, Pensions, Business Development, PowerPoint, Customer Service, Microsoft Excel, Investments, Organization, Management, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Global Business, 3.5 GPA
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Political Science emphasis in International Relations / Spanish
Universitat de Barcelona 2010 — 2010
International Relations/ European Union
UC Center Paris 2009 — 2009
French Studies
Joe Ramon Joe Ramon's Pensionmark Retirement Group Experience May 2010 - Present
Job Managing Partner at WD Pensionmark
Industry Financial Services
Experience
Pensionmark Retirement Group May 2010 - Present
LPL Financial May 2006 - May 2010
VALIC February 2002 - July 2006
Skills
Retirement, 401k, Investment Advisory, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Insurance, Retirement Planning, Customer Service, Financial Advisory, Investment Strategies, IRAs, Fixed Annuities
Education
The University of Texas at San Antonio
Pensionmark Retirement Group May 2010 - Present
LPL Financial May 2006 - May 2010
VALIC February 2002 - July 2006
Skills
Retirement, 401k, Investment Advisory, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Insurance, Retirement Planning, Customer Service, Financial Advisory, Investment Strategies, IRAs, Fixed Annuities
Education
The University of Texas at San Antonio
Joseph Stack, CFP®, AIF® Joseph Stack, CFP®, AIF®'s Pensionmark Retirement Group Experience May 2012 - Present
Job Managing Director at Pensionmark Retirement Group
Industry Investment Management
Experience
Pensionmark Retirement Group May 2012 - Present
Wells Fargo Advisors May 2009 - May 2012
UBS Financial Services, Inc May 2001 - April 2009
Merrill Lynch April 1995 - May 2001
Skills
401k, Retirement Planning, Estate Planning, Financial Planning
Education
University of California, Los Angeles 1988 — 1993
BA, Economics
Pensionmark Retirement Group May 2012 - Present
Wells Fargo Advisors May 2009 - May 2012
UBS Financial Services, Inc May 2001 - April 2009
Merrill Lynch April 1995 - May 2001
Skills
401k, Retirement Planning, Estate Planning, Financial Planning
Education
University of California, Los Angeles 1988 — 1993
BA, Economics
Rafael Mora Rafael Mora's Pensionmark Retirement Group Experience July 2013 - August 2014
Job Audit Staff Accountant at Bartlett, Pringle, & Wolf
Industry Accounting
Experience
Bartlett, Pringle & Wolf, LLP July 2015 - Present
Select Staffing September 2014 - June 2015
Pensionmark Retirement Group July 2013 - August 2014
UCSB Intercollegiate Athletics July 2010 - December 2013
Investment Advisory Committee May 2012 - June 2013
College Works Painting February 2011 - May 2011
Skills
Time Management, Bank Reconciliation, General Ledger, Balance Sheet Review, Customer Service, Inventory Management, Public Speaking, Sales, Cashiering, Management, POS, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Portfolio Management, Retirement Plan..., Investment Strategies, Microsoft Office, Research, Internal Audit, Auditing, Social Networking, Teamwork
Education
UCSB 2010 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
Pioneer Valley High School 2006 — 2010
Bartlett, Pringle & Wolf, LLP July 2015 - Present
Select Staffing September 2014 - June 2015
Pensionmark Retirement Group July 2013 - August 2014
UCSB Intercollegiate Athletics July 2010 - December 2013
Investment Advisory Committee May 2012 - June 2013
College Works Painting February 2011 - May 2011
Skills
Time Management, Bank Reconciliation, General Ledger, Balance Sheet Review, Customer Service, Inventory Management, Public Speaking, Sales, Cashiering, Management, POS, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Portfolio Management, Retirement Plan..., Investment Strategies, Microsoft Office, Research, Internal Audit, Auditing, Social Networking, Teamwork
Education
UCSB 2010 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
Pioneer Valley High School 2006 — 2010
Laura Battle Laura Battle's Pensionmark Retirement Group Experience January 2000 - Present
Job Vice President, Operations at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group January 2000 - Present
TetraTech February 1999 - January 2000
Santa Barbara Bank & Trust September 1997 - February 1999
Education
University of California, Santa Barbara 1993 — 1997
B.A., Business Economics, Spanish
Pensionmark Retirement Group January 2000 - Present
TetraTech February 1999 - January 2000
Santa Barbara Bank & Trust September 1997 - February 1999
Education
University of California, Santa Barbara 1993 — 1997
B.A., Business Economics, Spanish
Todd Sink, CFP®, ChFC®, AIF®, CRPS® Todd Sink, CFP®, ChFC®, AIF®, CRPS®'s Pensionmark Retirement Group Experience April 2015 - Present
Job Retirement Plan Consultant at Garnett Retirement Group
Industry Financial Services
Experience
Garnett Retirement Group April 2015 - Present
Pensionmark Retirement Group April 2015 - Present
Leading Edge Retirement Plan Advisors, LLC January 2014 - February 2015
Principal Financial Group August 2007 - December 2013
Vanguard January 2007 - August 2007
Vanguard May 2005 - December 2006
Vanguard February 2004 - April 2005
Thompson Financial Group May 2003 - January 2004
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Employee Benefits, Finance, Financial Services, Financial Planning, Financial Advisory, Insurance, 401k, Securities, Series 6, Pensions, Life Insurance
Education
Appalachian State University 1999 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
Garnett Retirement Group April 2015 - Present
Pensionmark Retirement Group April 2015 - Present
Leading Edge Retirement Plan Advisors, LLC January 2014 - February 2015
Principal Financial Group August 2007 - December 2013
Vanguard January 2007 - August 2007
Vanguard May 2005 - December 2006
Vanguard February 2004 - April 2005
Thompson Financial Group May 2003 - January 2004
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Employee Benefits, Finance, Financial Services, Financial Planning, Financial Advisory, Insurance, 401k, Securities, Series 6, Pensions, Life Insurance
Education
Appalachian State University 1999 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
Craig Christo Craig Christo's Pensionmark Retirement Group Experience June 2010 - Present
Job VP, Business Development at BCG Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group June 2010 - Present
Fidelity Investments March 1996 - April 2010
Putnam Investments December 1991 - March 1996
Skills
Retirement, Retirement Planning, 401k, Securities, Series 63, Series 7, Mutual Funds, Investments, Pensions, Asset Management, Investment Advisory, Employee Benefits, Insurance, Asset Allocation, Financial Planning, Portfolio Management, Series 6, Wealth Management, Annuities, Defined Benefit, ERISA
Education
Northeastern University 1988 — 1993
BS, Managment & Finance
Northeastern University - Graduate School of Business Administration 1988 — 1993
Bachelor of Science (B.S.), Finance & Management
Pensionmark Retirement Group June 2010 - Present
Fidelity Investments March 1996 - April 2010
Putnam Investments December 1991 - March 1996
Skills
Retirement, Retirement Planning, 401k, Securities, Series 63, Series 7, Mutual Funds, Investments, Pensions, Asset Management, Investment Advisory, Employee Benefits, Insurance, Asset Allocation, Financial Planning, Portfolio Management, Series 6, Wealth Management, Annuities, Defined Benefit, ERISA
Education
Northeastern University 1988 — 1993
BS, Managment & Finance
Northeastern University - Graduate School of Business Administration 1988 — 1993
Bachelor of Science (B.S.), Finance & Management
Ronnie Cox Ronnie Cox's Pensionmark Retirement Group Experience October 2014 - Present
Job Director of Investments & Technology at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group October 2014 - Present
Pensionmark Retirement Group July 2013 - October 2014
Pensionmark Retirement Group June 2012 - September 2014
Pensionmark Retirement Group October 2010 - July 2013
UC Santa Barbara December 2009 - June 2011
Skills
Finance, PowerPoint, Entrepreneurship, Process Improvement, Team Leadership, Strategic Planning, Customer Service, Financial Services, Retirement, Telecommunications, Client Services, Marketing Communications, Customer Relations, Microsoft Office, Series 7, Asset Allocation, Salesforce.com..., Salesforce.com..., Salesforce.com..., Investments, Mutual Funds
Education
University of California, Santa Barbara 2009 — 2011
Bachelors of Arts, Business Economics
Grossmont College 2007 — 2009
Business/Managerial Economics
CFA Level II Candidate
Pensionmark Retirement Group October 2014 - Present
Pensionmark Retirement Group July 2013 - October 2014
Pensionmark Retirement Group June 2012 - September 2014
Pensionmark Retirement Group October 2010 - July 2013
UC Santa Barbara December 2009 - June 2011
Skills
Finance, PowerPoint, Entrepreneurship, Process Improvement, Team Leadership, Strategic Planning, Customer Service, Financial Services, Retirement, Telecommunications, Client Services, Marketing Communications, Customer Relations, Microsoft Office, Series 7, Asset Allocation, Salesforce.com..., Salesforce.com..., Salesforce.com..., Investments, Mutual Funds
Education
University of California, Santa Barbara 2009 — 2011
Bachelors of Arts, Business Economics
Grossmont College 2007 — 2009
Business/Managerial Economics
CFA Level II Candidate
Pete Butler, CFA, ASA Pete Butler, CFA, ASA's Pensionmark Retirement Group Experience February 2013 - Present
Job Business Appraiser, M&A Advisor, Principal at Valtrend, LLC
Industry Financial Services
Experience
Valtrend, LLC March 2010 - Present
Pensionmark Retirement Group February 2013 - Present
Fractional Equities, LLC January 2012 - Present
CFA Society of Idaho July 2013 - Present
United States Naval Academy September 2008 - Present
Skills
Business Valuation, Expert Witness, Financial Analysis, Mergers, Valuation, Equities, Public Speaking, Presentations, Published Author, Small Business, New Business Development, Mergers & Acquisitions, Tax, Analysis, Finance, Management, Managerial Finance, Strategic Financial..., Accounting, Investments, Due Diligence, Business Development, Venture Capital, Start-ups, Leadership, Entrepreneurship, Budgets, Real Estate, Executive Management, Training, Economics, Forecasting, Management Consulting, Strategy, Financial Modeling, Project Planning, Business Planning, Securities, Risk Management, CRM, Financial Risk, Business Strategy, Team Building, Strategic Planning, Private Equity, Corporate Finance, Fixed Income, Corporate Development
Education
San Diego State University-California State University 1991 — 1994
MBA
United States Naval Academy 1982 — 1986
BS
Kenmore West Senior High School 1979 — 1982
High school
Valtrend, LLC March 2010 - Present
Pensionmark Retirement Group February 2013 - Present
Fractional Equities, LLC January 2012 - Present
CFA Society of Idaho July 2013 - Present
United States Naval Academy September 2008 - Present
Skills
Business Valuation, Expert Witness, Financial Analysis, Mergers, Valuation, Equities, Public Speaking, Presentations, Published Author, Small Business, New Business Development, Mergers & Acquisitions, Tax, Analysis, Finance, Management, Managerial Finance, Strategic Financial..., Accounting, Investments, Due Diligence, Business Development, Venture Capital, Start-ups, Leadership, Entrepreneurship, Budgets, Real Estate, Executive Management, Training, Economics, Forecasting, Management Consulting, Strategy, Financial Modeling, Project Planning, Business Planning, Securities, Risk Management, CRM, Financial Risk, Business Strategy, Team Building, Strategic Planning, Private Equity, Corporate Finance, Fixed Income, Corporate Development
Education
San Diego State University-California State University 1991 — 1994
MBA
United States Naval Academy 1982 — 1986
BS
Kenmore West Senior High School 1979 — 1982
High school
BROOKS ALLEN BROOKS ALLEN's Pensionmark Retirement Group Experience August 2009 - December 2014
Job LogicMonitor Is Transforming the IT Sector. I’ll Show You Why Change Is Good.
Industry Information Technology and Services
Experience
LogicMonitor December 2014 - Present
Pensionmark Retirement Group August 2009 - December 2014
Events by Philippe 2008 - 2009
The Hungry Cat 2007 - 2009
Upper Crust Trattoria 2002 - 2006
Windows on the Water 2001 - 2002
Skills
SaaS, Infrastructure, Monitoring, AWS, Sales, Management, Investments, Spanish, Cooking, Leadership, Information Technology, Enterprise Software, Cloud Computing, Applications, Virtualization, SAN, Networking, Linux, Microsoft SQL Server, Firewalls, Netflow, Salesforce.com, Data Center, Series 7, Customer Service, Social Media, Chef
Education
University of California, Santa Barbara 2008 — 2009
Master's Degree, Business, Economics and Finance
University of California, Santa Barbara 2006 — 2008
Bachelor's Degree, Business Economics
Cuesta College 2003 — 2006
Mechanical Engineering
San Luis Obispo High School 1999 — 2003
High School Diploma
LogicMonitor December 2014 - Present
Pensionmark Retirement Group August 2009 - December 2014
Events by Philippe 2008 - 2009
The Hungry Cat 2007 - 2009
Upper Crust Trattoria 2002 - 2006
Windows on the Water 2001 - 2002
Skills
SaaS, Infrastructure, Monitoring, AWS, Sales, Management, Investments, Spanish, Cooking, Leadership, Information Technology, Enterprise Software, Cloud Computing, Applications, Virtualization, SAN, Networking, Linux, Microsoft SQL Server, Firewalls, Netflow, Salesforce.com, Data Center, Series 7, Customer Service, Social Media, Chef
Education
University of California, Santa Barbara 2008 — 2009
Master's Degree, Business, Economics and Finance
University of California, Santa Barbara 2006 — 2008
Bachelor's Degree, Business Economics
Cuesta College 2003 — 2006
Mechanical Engineering
San Luis Obispo High School 1999 — 2003
High School Diploma
Kirk. Pulver Kirk. Pulver's Pensionmark Retirement Group Experience July 2014 - July 2015
Job Independent Insurance Agent at Financial Insurance Group National
Industry Insurance
Experience
Financial Insurance Group National August 2015 - Present
Rocky Mountain High School February 2010 - Present
Pensionmark Retirement Group July 2014 - July 2015
Peak 1 Administration May 2012 - March 2014
Brauner insurance May 2011 - May 2012
Mutual of Omaha August 2005 - January 2011
Principal Financial Group September 2003 - November 2004
Reliance Standard Life Insurance 1992 - 2003
Skills
Employee Benefits, Disability Insurance, Health Insurance, Open Enrollment, Insurance, Brokers, Group Insurance, COBRA, Account Management, Sales, Term Life Insurance, Claim, Underwriting, Strategy, Life Insurance, Sales Management, Sales Operations, Health Savings Accounts, Dentistry, Strategic Planning, Selling, Coaching, Sports Coaching, Leadership, Customer Service
Education
St. Mary's College of California 1988 — 1992
BS, communications
De La Salle High School 1984 — 1988
Financial Insurance Group National August 2015 - Present
Rocky Mountain High School February 2010 - Present
Pensionmark Retirement Group July 2014 - July 2015
Peak 1 Administration May 2012 - March 2014
Brauner insurance May 2011 - May 2012
Mutual of Omaha August 2005 - January 2011
Principal Financial Group September 2003 - November 2004
Reliance Standard Life Insurance 1992 - 2003
Skills
Employee Benefits, Disability Insurance, Health Insurance, Open Enrollment, Insurance, Brokers, Group Insurance, COBRA, Account Management, Sales, Term Life Insurance, Claim, Underwriting, Strategy, Life Insurance, Sales Management, Sales Operations, Health Savings Accounts, Dentistry, Strategic Planning, Selling, Coaching, Sports Coaching, Leadership, Customer Service
Education
St. Mary's College of California 1988 — 1992
BS, communications
De La Salle High School 1984 — 1988
Andrew Doering Andrew Doering's Pensionmark Retirement Group Experience August 2014 - Present
Job Strategies Analyst at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group August 2014 - Present
Cetera Advisor Networks LLC January 2014 - September 2014
Harbison-Fischer June 2010 - September 2012
Honors Society August 2010 - June 2011
Skills
Data Analysis, Customer Satisfaction, Analysis, Microsoft Excel, Customer Service, Critical Thinking
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (BA), Economics and Mathematics
Pensionmark Retirement Group August 2014 - Present
Cetera Advisor Networks LLC January 2014 - September 2014
Harbison-Fischer June 2010 - September 2012
Honors Society August 2010 - June 2011
Skills
Data Analysis, Customer Satisfaction, Analysis, Microsoft Excel, Customer Service, Critical Thinking
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (BA), Economics and Mathematics
Teri Hutchison PRP, AIF Teri Hutchison PRP, AIF's Pensionmark Retirement Group Experience March 2012 - July 2014
Job Executive Director, Retirement Plans at Shuster Financial Group, LLC
Industry Financial Services
Experience
Shuster Financial Group, LLC July 2014 - Present
Pensionmark Retirement Group March 2012 - July 2014
TIAA-CREF 2010 - 2012
TIAA-CREF 2010 - 2012
Arthur J. Gallagher August 2006 - September 2010
MassMutual 2001 - 2006
Scudder Investments 1996 - 2002
Skills
Records Management, Compliance, Retirement, Pensions, Plan Design, Analysis, Risk, Strategic Planning, Process Improvement, Health Insurance, Business Planning, Financial Risk, Defined Benefit, Training, Retirement Plan..., Employee Benefits, CRM, Deferred Compensation, Interviews, Investments, Risk Management, Insurance, Management, 401k, Human Resources, Organizational..., Financial Services, Retirement Planning
Education
Ashford University
BA
Marymount College
Mount Saint Mary's University
Shuster Financial Group, LLC July 2014 - Present
Pensionmark Retirement Group March 2012 - July 2014
TIAA-CREF 2010 - 2012
TIAA-CREF 2010 - 2012
Arthur J. Gallagher August 2006 - September 2010
MassMutual 2001 - 2006
Scudder Investments 1996 - 2002
Skills
Records Management, Compliance, Retirement, Pensions, Plan Design, Analysis, Risk, Strategic Planning, Process Improvement, Health Insurance, Business Planning, Financial Risk, Defined Benefit, Training, Retirement Plan..., Employee Benefits, CRM, Deferred Compensation, Interviews, Investments, Risk Management, Insurance, Management, 401k, Human Resources, Organizational..., Financial Services, Retirement Planning
Education
Ashford University
BA
Marymount College
Mount Saint Mary's University
Krista Chaves Krista Chaves's Pensionmark Retirement Group Experience September 2009 - Present
Job Relationship Manager at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group September 2009 - Present
Hub International September 2005 - November 2009
Benefits Marketing Group July 1996 - September 2005
Skills
Investments, Retirement, Employee Benefits, Retirement Plan..., Risk Management, Financial Advisory, Securities, Retirement Planning, 401k, Asset Allocation
Education
University of Colorado at Boulder
Business, Entrepreneurship and Business Management
Pensionmark Retirement Group September 2009 - Present
Hub International September 2005 - November 2009
Benefits Marketing Group July 1996 - September 2005
Skills
Investments, Retirement, Employee Benefits, Retirement Plan..., Risk Management, Financial Advisory, Securities, Retirement Planning, 401k, Asset Allocation
Education
University of Colorado at Boulder
Business, Entrepreneurship and Business Management
Blanton Garnett, CPRC, AIF, GFS Blanton Garnett, CPRC, AIF, GFS's Pensionmark Retirement Group Experience October 2011 - Present
Job President, Garnett Retirement Group and Managing Director at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group October 2011 - Present
Garnett Retirement Group, Inc. 2009 - Present
Skills
Retirement, Retirement Planning, 401k, Financial Services, Securities, Investments, Financial Advisory, ERISA, Mutual Funds, Defined Benefit, Pensions, Asset Allocation, Retirement Plan..., Investment Advisory, Series 63, Series 6, High Net Worth..., Series 7, Wealth Management, ETFs, Fixed Annuities, Term Life Insurance, Insurance
Education
University of Nebraska-Lincoln 1979 — 1982
B.A., Journalism
Pensionmark Retirement Group October 2011 - Present
Garnett Retirement Group, Inc. 2009 - Present
Skills
Retirement, Retirement Planning, 401k, Financial Services, Securities, Investments, Financial Advisory, ERISA, Mutual Funds, Defined Benefit, Pensions, Asset Allocation, Retirement Plan..., Investment Advisory, Series 63, Series 6, High Net Worth..., Series 7, Wealth Management, ETFs, Fixed Annuities, Term Life Insurance, Insurance
Education
University of Nebraska-Lincoln 1979 — 1982
B.A., Journalism
Deanna Bamford, CEBS Deanna Bamford, CEBS's Pensionmark Retirement Group Experience October 1992 - Present
Job Relationship Manager at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group October 1992 - Present
Skills
401k, Series 7, Retirement, Asset Allocation, Pensions, ERISA, Retirement Planning, Mutual Funds, Securities, Investments, Series 63, Employee Benefits, Defined Benefit, Financial Advisory, Financial Planning
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Communication, General
Pensionmark Retirement Group October 1992 - Present
Skills
401k, Series 7, Retirement, Asset Allocation, Pensions, ERISA, Retirement Planning, Mutual Funds, Securities, Investments, Series 63, Employee Benefits, Defined Benefit, Financial Advisory, Financial Planning
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Communication, General
Eric Hagebusch, AIF®'s Pensionmark Retirement Group Experience September 2014 - Present
Job The ROI Experience™ | Employee Benefits | Corporate Retirement Plans | Benefits Technology | Benefits Communication
Industry Financial Services
Experience
CapFinancial Securites, LLC June 2015 - Present
Pensionmark Retirement Group September 2014 - Present
Kainos Partners, Inc. January 2011 - Present
United Benefit Advisors January 2005 - Present
LPL Financial September 2014 - June 2015
Financial Telesis, Inc. January 2011 - September 2014
First Harbor Group, LLC July 1999 - December 2010
Securities America March 1999 - December 2010
Securities America Advisors, Inc. March 1999 - December 2010
First Harbor Group, LLC 1998 - December 2010
Skills
Retirement Plan..., 401k, 403 b, Fiduciary Services, Non-Qualified Deferred..., Retirement Savings, Cost Savings, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Dental Insurance, Vision Insurance, Long Term Care Insurance, Critical Illness, Voluntary Employee..., Health Savings Accounts, Benefits Administration, Online Enrollment, Cost Control, HRIS, Management, Leadership
Education
University of Houston, C.T. Bauer College of Business
Business
CapFinancial Securites, LLC June 2015 - Present
Pensionmark Retirement Group September 2014 - Present
Kainos Partners, Inc. January 2011 - Present
United Benefit Advisors January 2005 - Present
LPL Financial September 2014 - June 2015
Financial Telesis, Inc. January 2011 - September 2014
First Harbor Group, LLC July 1999 - December 2010
Securities America March 1999 - December 2010
Securities America Advisors, Inc. March 1999 - December 2010
First Harbor Group, LLC 1998 - December 2010
Skills
Retirement Plan..., 401k, 403 b, Fiduciary Services, Non-Qualified Deferred..., Retirement Savings, Cost Savings, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Dental Insurance, Vision Insurance, Long Term Care Insurance, Critical Illness, Voluntary Employee..., Health Savings Accounts, Benefits Administration, Online Enrollment, Cost Control, HRIS, Management, Leadership
Education
University of Houston, C.T. Bauer College of Business
Business
Kevin Buckley's Pensionmark Retirement Group Experience July 2014 - Present
Job Principal and Managing Director
Industry Financial Services
Experience
Axios Advisory Group, Ltd. February 2003 - Present
Pensionmark Retirement Group July 2014 - Present
American Pension Benefits February 2003 - Present
Federated Investors, Inc. June 1993 - September 2002
Mellon Bank June 1986 - June 1993
Skills
Retirement Planning, 401k, Retirement, ERISA, Financial Advisory, Pensions, Qualified Retirement..., Mutual Funds, Employee Benefits, Retirement Plan..., Wealth Management, Fiduciary Services, Investments, Investment Advisory, Asset Allocation, Defined Benefit, Fixed Annuities, Series 63, Series 7, Defined Contribution, Estate Planning, Investment Management, IRAs, Insurance, Life Insurance
Education
Allegheny College 1982 — 1986
Bachelor of Science, Economics, Computer Sciences
Axios Advisory Group, Ltd. February 2003 - Present
Pensionmark Retirement Group July 2014 - Present
American Pension Benefits February 2003 - Present
Federated Investors, Inc. June 1993 - September 2002
Mellon Bank June 1986 - June 1993
Skills
Retirement Planning, 401k, Retirement, ERISA, Financial Advisory, Pensions, Qualified Retirement..., Mutual Funds, Employee Benefits, Retirement Plan..., Wealth Management, Fiduciary Services, Investments, Investment Advisory, Asset Allocation, Defined Benefit, Fixed Annuities, Series 63, Series 7, Defined Contribution, Estate Planning, Investment Management, IRAs, Insurance, Life Insurance
Education
Allegheny College 1982 — 1986
Bachelor of Science, Economics, Computer Sciences
Thomas Ming's Pensionmark Retirement Group Experience January 2014 - Present
Job Corporate Markets Advisor at Tower Rock AdvisorsPensionmark
Industry Financial Services
Experience
Pensionmark Retirement Group January 2014 - Present
Tower Rock Advisors August 2007 - January 2014
Skills
401k, Investment Advisory, Retirement Planning, Pensions, Retirement, Mutual Funds, Investments, Defined Benefit, Asset Allocation, Wealth Management, Series 7, Financial Advisory, Employee Benefits, Series 6, Series 63, Strategic Financial..., Financial Services, Securities, Strategic Planning, Finance, Management, Customer Service
Education
Arizona State University 1990 — 1993
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Garces Memorial High School 1985 — 1988
High School
Pensionmark Retirement Group January 2014 - Present
Tower Rock Advisors August 2007 - January 2014
Skills
401k, Investment Advisory, Retirement Planning, Pensions, Retirement, Mutual Funds, Investments, Defined Benefit, Asset Allocation, Wealth Management, Series 7, Financial Advisory, Employee Benefits, Series 6, Series 63, Strategic Financial..., Financial Services, Securities, Strategic Planning, Finance, Management, Customer Service
Education
Arizona State University 1990 — 1993
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Garces Memorial High School 1985 — 1988
High School
Tony Winkeljohn's Pensionmark Retirement Group Experience January 2012 - Present
Job Managing Director at Pensionmark
Industry Financial Services
Experience
Pensionmark Retirement Group January 2012 - Present
Ron Repka Foundation 2002 - Present
Retirement Plan Advisors May 2001 - December 2011
Acordia, Inc. 1997 - 2001
Ash Brokerage 1991 - 1997
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree
Pensionmark Retirement Group January 2012 - Present
Ron Repka Foundation 2002 - Present
Retirement Plan Advisors May 2001 - December 2011
Acordia, Inc. 1997 - 2001
Ash Brokerage 1991 - 1997
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree
Jamie ThomasWong's Pensionmark Retirement Group Experience April 2012 - Present
Job Managing Director at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group April 2012 - Present
FIT Financial, LLC January 2009 - Present
FIT Financial, LLC January 2009 - April 2012
Education
UC Santa Barbara
Pensionmark Retirement Group April 2012 - Present
FIT Financial, LLC January 2009 - Present
FIT Financial, LLC January 2009 - April 2012
Education
UC Santa Barbara
Sharon Orange-Nunn's Pensionmark Retirement Group Experience September 2011 - Present
Job Center Coordinator TOC at Opportunities for Learning
Industry Design
Experience
Opportunities for Learning June 2013 - Present
Details and Style January 2010 - Present
Pensionmark Retirement Group September 2011 - Present
Bank of America January 2010 - June 2011
Northwest Airlines June 1988 - March 2002
Skills
Illustration, Graphic Design, Social Media, Advertising, Microsoft Office, Marketing Communications, Customer Service, Event Planning, Adobe Creative Suite, Mac, Illustrator, InDesign, Event Management, Public Relations, Fundraising, Strategic Planning, Web Design, Photography, Copywriting, Marketing Strategy, Creative Writing
Education
UCLA
Bachelor of Fine Arts (B.F.A.), Fine/Studio Arts, General
Opportunities for Learning June 2013 - Present
Details and Style January 2010 - Present
Pensionmark Retirement Group September 2011 - Present
Bank of America January 2010 - June 2011
Northwest Airlines June 1988 - March 2002
Skills
Illustration, Graphic Design, Social Media, Advertising, Microsoft Office, Marketing Communications, Customer Service, Event Planning, Adobe Creative Suite, Mac, Illustrator, InDesign, Event Management, Public Relations, Fundraising, Strategic Planning, Web Design, Photography, Copywriting, Marketing Strategy, Creative Writing
Education
UCLA
Bachelor of Fine Arts (B.F.A.), Fine/Studio Arts, General
Jillian Rizo's Pensionmark Retirement Group Experience November 2014 - Present
Job Branch Operations Manager at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group November 2014 - Present
EQIS May 2013 - November 2014
Nordstrom October 2012 - May 2013
Nordstrom June 2012 - October 2012
Dominican University of California September 2008 - August 2012
Dominican University of California August 2011 - May 2012
City Lights Promotions February 2011 - May 2012
Dominican University of California July 2009 - May 2012
Alexander & Chase October 2007 - August 2008
Skills
Teamwork, Microsoft Office, Research, Illustrator, PowerPoint, InDesign, Coaching, Critical Thinking, Spreadsheets, Inventory Management, Photoshop, Microsoft Excel, Advertising, Customer Service, Facebook
Education
Dominican University of California 2008 — 2012
Bachelor of Arts, Business Administration, Graphic Art and Design
Pensionmark Retirement Group November 2014 - Present
EQIS May 2013 - November 2014
Nordstrom October 2012 - May 2013
Nordstrom June 2012 - October 2012
Dominican University of California September 2008 - August 2012
Dominican University of California August 2011 - May 2012
City Lights Promotions February 2011 - May 2012
Dominican University of California July 2009 - May 2012
Alexander & Chase October 2007 - August 2008
Skills
Teamwork, Microsoft Office, Research, Illustrator, PowerPoint, InDesign, Coaching, Critical Thinking, Spreadsheets, Inventory Management, Photoshop, Microsoft Excel, Advertising, Customer Service, Facebook
Education
Dominican University of California 2008 — 2012
Bachelor of Arts, Business Administration, Graphic Art and Design
Jordan Flint's Pensionmark Retirement Group Experience January 2012 - December 2012
Job Accounting Manager at Interim HealthCare
Industry Financial Services
Experience
Interim HealthCare June 2013 - Present
Pensionmark Retirement Group January 2012 - December 2012
Brickhouse BBQ July 2011 - August 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Strategic Planning, Social Media, Account Management, Business Planning
Education
Edgewood College 2009 — 2013
Bachelor of Science (BS), Business/Commerce, General
UW-Milwaukee 2006 — 2007
Interim HealthCare June 2013 - Present
Pensionmark Retirement Group January 2012 - December 2012
Brickhouse BBQ July 2011 - August 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Strategic Planning, Social Media, Account Management, Business Planning
Education
Edgewood College 2009 — 2013
Bachelor of Science (BS), Business/Commerce, General
UW-Milwaukee 2006 — 2007
Karen Situ's Pensionmark Retirement Group Experience July 2014 - Present
Job Investment Analytics Assistant at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group July 2014 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Social Networking, Facebook, Social Media, Time Management, Public Speaking, Social Media Marketing, Event Planning, Research, Data Analysis, Customer Service, Outlook, Data Entry, Event Management, Fundraising, Photoshop, English, Salesforce.com, Operations Management, Financial Reporting, Financial Services, Financial Statements, Morningstar, Office Administration, Call Centers
Education
University of California, Santa Barbara 2011 — 2015
Bachelor’s Degree, Economics and Accounting
Pensionmark Retirement Group July 2014 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Social Networking, Facebook, Social Media, Time Management, Public Speaking, Social Media Marketing, Event Planning, Research, Data Analysis, Customer Service, Outlook, Data Entry, Event Management, Fundraising, Photoshop, English, Salesforce.com, Operations Management, Financial Reporting, Financial Services, Financial Statements, Morningstar, Office Administration, Call Centers
Education
University of California, Santa Barbara 2011 — 2015
Bachelor’s Degree, Economics and Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY