Permanent Value Inc.

Description

Address: 2221 Camino del Rio S, San Diego, CA 92108 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5:30PMTuesday8AM–5:30PMWednesday8AM–5:30PMThursday8AM–5:30PMFriday8AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (619) 682-3834: : Category: : : : Website: Place name: : Website: http://permanentvalue.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. 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 Permanent Value Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Permanent Value Inc. Employees

Employee
Years
Job
Industry
Nate Nieri, MSBA, CFP® Nate Nieri, MSBA, CFP® Greater San Diego Area Details
Nate Nieri, MSBA, CFP®'s Permanent Value Inc. Experience May 2008 - October 2008
Job Director of Financial Planning
Industry Financial Services
Experience
Reilly Financial Advisors  November 2010 - Present
KW Commercial  June 2010 - November 2010
Bainbridge  November 2008 - January 2010
Permanent Value Inc.   May 2008 - October 2008

Skills
Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Estate Planning, Risk Strategy, Real Estate Investment, Competitive Intelligence, Strategic Financial..., Investment Properties, Strategy, Finance, Financial Advisory, Financial Planners, Valuation

Education
San Diego State University-California State University   2010 — 2011
MSBA, Finance and Tax Planning

San Diego State University-California State University   2005 — 2009
BS, Finance

Patricia Rosiles Patricia Rosiles San Diego, California Details
Patricia Rosiles's Permanent Value Inc. Experience July 2013 - January 2015
Job HR Administrator at WESTliving
Industry Human Resources
Experience
WESTliving  January 2015 - Present
Permanent Value Inc.   July 2013 - January 2015
SDSU Society for Human Resource Management   January 2014 - August 2014
Port of San Diego  March 2012 - June 2013
South Region Health and Human Services   March 2009 - January 2010

Skills
Microsoft Office, Human Resources, Recruiting, Customer Service, Contract Management, Payroll, SAP, Cross-functional Team..., Process Improvement, Talent Acquisition, Project Management, Intrapersonal Skills, Interviews, Redtail, Employee Relations, PowerPoint, Decision Analysis, Microsoft Excel, Government, Management, Planned Preventative..., Bilingual, Budgets, Mac OS, HootSuite, Employee Benefits, Public Speaking, Training

Education
San Diego State University-California State University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services

Hilltop High School   2006 — 2010

Renzo Salazar Renzo Salazar Spring Valley, California Details
Renzo Salazar's Permanent Value Inc. Experience June 2014 - August 2015
Job Billing Specialist
Industry Oil & Energy
Experience
Supreme Oil Company  August 2015 - Present
Permanent Value Inc.   June 2014 - August 2015
Grossmont Union High School District  2011 - March 2014

Skills
Public Speaking, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Coaching, Leadership, Social Media, Higher Education, Teaching, Customer Service, Social Networking, Financial Goals, Goal Setting, Bilingual, E-money, Portfolio Management, Risk Assessment, CRM, Investments, Finance, Fundraising, Data Analysis, Financial Analysis, Teamwork, Data Entry

Education
San Diego State University-California State University   2010 — 2014
Bachelor of Arts (BA), Economics

Cameron Izadi Cameron Izadi Greater Los Angeles Area Details
Cameron Izadi's Permanent Value Inc. Experience May 2010 - January 2011
Job Associate Underwriter at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance  September 2015 - Present
Wells Fargo Capital Finance  July 2014 - August 2015
Wells Fargo Capital Finance  March 2014 - July 2014
Wells Fargo Capital Finance  January 2012 - March 2014
Bainbridge Capital  May 2011 - December 2011
Merrill Lynch  January 2011 - May 2011
Permanent Value Inc.   May 2010 - January 2011
Financial Designs, Ltd.   July 2009 - January 2010

Skills
Financial Modeling, Equity Research, Credit Analysis, Financial Risk, Underwriting, Asset Based Lending, Mergers & Acquisitions

Education
San Diego State University-California State University   2008 — 2011
BS, Business Administration - Financial Services, Magna Cum Laude

Michael La Salle Michael La Salle Houston, Texas Area Details
Michael La Salle's Permanent Value Inc. Experience February 2010 - April 2012
Job Regional Director, Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial  November 2014 - Present
LPL Financial  April 2012 - November 2014
Permanent Value Inc.   February 2010 - April 2012
Permanent Value Inc.   August 2007 - February 2010
Permanent Value Inc.   March 2007 - August 2007
LPL Financial  December 2006 - March 2007
LPL Financial  August 2006 - December 2006
California Multimodal Inc.   January 2004 - August 2006

Skills
Analysis, Management, Financial Services, Investment Strategies, Alternative Investments, SDLC, IRAs, Leadership, Asset Management, Trading, Due Diligence, Loans, Fundraising, Payroll, Process Improvement

Education
San Diego State University-California State University   2003 — 2007
Bachelor of Science, Business Administration - Financial Services

Bruce Doole Bruce Doole Greater San Diego Area Details
Bruce Doole's Permanent Value Inc. Experience January 1996 - Present
Job President at Permanent Value Inc
Industry Investment Management
Experience
BSD Venture Capital   August 2008 - Present
Permanent Value Inc  January 1996 - Present
Permanent Value Inc  July 1994 - Present

Skills
Board Trustee, Estate Planning, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Start-ups, Mutual Funds, Alternative Investments, Asset Management, Equities, Investment Strategies, Financial Services, Small Business, Due Diligence, Financial Planning

Education
Monmouth University   1990 — 1991
MBA, Finance

Virginia Polytechnic Institute and State University   1984 — 1988
BA, History

Hunter Price Hunter Price San Diego, California Details
Hunter Price's Permanent Value Inc. Experience February 2014 - May 2014
Job Client Relationship Specialist at Vanguard Mutual Fund
Industry Financial Services
Experience
San Diego State Police Department   November 2014 - Present
San Diego State University  April 2012 - October 2014
Permanent Value Inc.   February 2014 - May 2014
San Diego State University  September 2011 - April 2012

Skills
Research, Microsoft Office, Microsoft Excel, Conflict Resolution, Public Speaking, Data Analysis, Team Management, Outlook, Microsoft Word, PowerPoint, Customer Service, Higher Education, Teaching, Social Media, Event Planning, Presentations, Reports, investments, Financial Markets, Equities

Education
San Diego State University-California State University   2011 — 2015
Bachelor of Arts (B.A.), Economics emphasis International, 3.86

San Diego State University-California State University   2011 — 2015
Int'l Security & Conflict Resolution specialization Cooperation, Conflict, & Conflict Resolution

San Diego State University-California State University   2011 — 2015
Minor in Finance

University of Oxford   2014 — 2014
International Relations and Military Strategy, 4.0

CIMBA   2013 — 2013
Intercultural Communication; Money and Banking, 4.0

El Camino Fundamental High School   2007 — 2011

Leanne Gould-Criswell Leanne Gould-Criswell Greater San Diego Area Details
Leanne Gould-Criswell's Permanent Value Inc. Experience February 2006 - February 2007
Job Juris Doctorate Candidate at University of San Diego School of Law
Industry Financial Services
Experience
University of San Diego School of Law  August 2014 - Present
LG Consulting  August 2010 - October 2014
PureForge  May 2012 - January 2014
PureForge  October 2010 - August 2012
Entreprenial Management Center   January 2010 - February 2011
Fourth Estate Mobile   January 2010 - August 2010
SideKix   January 2009 - August 2009
BAE Systems  March 2007 - July 2009
Permanent Value Inc.   February 2006 - February 2007

Skills
Financial Modeling, Strategic Planning, Entrepreneurship, Business Planning, Business Development, Communication, Training, Social Media, New Business Development, Strategy, Time Management, Finance, Program Management, Marketing, Start-ups, Management, Analysis, Sales, Financial Analysis, Contract Negotiation

Education
San Diego State University-California State University   2008 — 2010
MBA, Entrepreneurship

San Diego State University-California State University   2004 — 2006
B.S., Finance

Modesto High School

Kimberly Marques Kimberly Marques San Diego, California Details
Kimberly Marques's Permanent Value Inc. Experience April 2015 - Present
Job Executive Assistant at Permanent Value Inc.
Industry Financial Services
Experience
Permanent Value Inc.   April 2015 - Present
Osaka Japanese Food and Sushi   January 2011 - June 2013
IHOP  August 2010 - January 2011
Fashion Sense Women's Clothing Store   September 2007 - February 2008

Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Public Speaking, Facebook, Team Player, Goal-Oriented, Cash and Credit Card..., Redtail CRM, Wordpress, Social Media

Education
San Diego State University-California State University   2013 — 2016
Financial Services

San Diego Miramar College   2009 — 2013
Associate’s Degree, Arts Social and Behavioral Sciences, 3.67

Titanilla Bandeira Titanilla Bandeira Greater San Diego Area Details
Titanilla Bandeira's Permanent Value Inc. Experience May 2000 - September 2001
Job Manager, FP&A (MBA, Six Sigma)
Industry Consumer Services
Experience
Cubic - Transportation (NYSE: CUB)   August 2014 - Present
AT&T ( Cricket Prepaid Division) - Telecom (NYSE: T)   July 2010 - July 2014
Thermo Fischer Scientific (formerly Life Technologies) - Biotech (NYSE: TMO)   July 2007 - June 2010
Jack in the Box - Retail (Nasdaq: JACK)   June 2003 - June 2007
RSM McGladrey  August 2000 - September 2001
Permanent Value Inc.   May 2000 - September 2001

Skills
Financial Reporting, Forecasting, Budgeting, Analysis, Variance Analysis, Financial Modeling, Financial Analysis, Process Improvement, Financial Planning, Business Process..., Data Analysis, Business Planning, Excel, Cash Management, Operations Management, Hyperion, Business Analysis, Financial Management, Mergers, P&L, Planning, Business Intelligence, Microsoft Office, Cost Accounting, Corporate Finance, Cognos, General Ledger, Six Sigma, ERP, Contract Negotiation, Inventory Management, Strategic Financial..., Hyperion Enterprise, Budgets, Project Planning, Management, Project Management, Income Statement, Demand Planning, Supply Chain Management, Financial Forecasting, Strategy, Finance, Cross-functional Team..., Accounting, Business Strategy, Business Development, Microsoft Excel, Mergers & Acquisitions

Education
University of San Diego   1998 — 2000
MBA, Finance, 3.5

University of Nevada-Las Vegas   1996 — 1997
Bachelor of Business Administration (BBA), Hospitality Administration/Management, 3.6

Caesar Ritz, International School of Hospitality Administration   1993 — 1995
Bachelor of Arts (BA), Hospitality Administration/Management

Jurishich Miklos Gimnazium - Hungary
High School

Kastl Gymnasium
High School

Carissa Manikan Carissa Manikan San Diego, California Details
Carissa Manikan's Permanent Value Inc. Experience May 2014 - August 2014
Job HR Accounting Intern at Sempra Energy
Industry Accounting
Experience
Sempra Energy  August 2015 - Present
Sempra Energy  May 2015 - August 2015
Gatto, Pope & Walwick, LLP   January 2015 - April 2015
San Diego State University  December 2013 - December 2014
Permanent Value Inc.   May 2014 - August 2014
Bonded Cleaners   May 2011 - August 2013
LoveD Shoes and Accessories   June 2010 - May 2011

Skills
Microsoft Excel, Accounting, Financial Reporting, Customer Service, Sales, Microsoft Word, PowerPoint, Teamwork, Time Management, Microsoft Office, Data Entry, QuickBooks, Finance, Public Speaking, Social Media

Education
San Diego State University-California State University   2013 — 2015
Bachelor of Science (BS), Accounting

Citrus Community College   2010 — 2013
Associate's degree, Business Administration, 3.6

Shannon Muldoon Shannon Muldoon Portland, Oregon Area Details
Shannon Muldoon's Permanent Value Inc. Experience February 2014 - May 2014
Job Talent Representative at Kforce Inc
Industry Human Resources
Experience
Kforce Inc  September 2015 - Present
HFF  April 2013 - September 2015
Permanent Value Inc.   February 2014 - May 2014
Waterfront Recreation Center   May 2012 - February 2014
U-T San Diego  May 2013 - August 2013
Aztec Market   September 2011 - July 2012
Baskin Robbins  May 2008 - August 2010

Skills
Customer Service, Microsoft Excel, Microsoft Word, Cashiering, PowerPoint, Social Media, Human Resources, Accounting, Office Administration, Leave of Absence, Employee Benefits, Expense Reports, Reference Checking, Job Postings, Health Insurance, Recruiting, COBRA

Education
San Diego State University-California State University   2010 — 2014
Bachelor of Science (BS), Business Management

La Reina High School   2006 — 2010

Ryan J. Shumacher, Esq. Ryan J. Shumacher, Esq. Greater Los Angeles Area Details
Ryan J. Shumacher, Esq.'s Permanent Value Inc. Experience April 2008 - June 2008
Job Trusts and Estates Attorney at Rosenfeld, Meyer & Susman LLP
Industry Law Practice
Experience
California Community Foundation  August 2013 - November 2013
Rosenfeld Meyer & Susman, LLP   May 2012 - July 2013
City of Calabasas  May 2010 - July 2010
California Community Foundation  May 2009 - August 2009
Permanent Value Inc.   April 2008 - June 2008

Skills
Estate Planning, Trusts, Wills, Estate Tax Planning, Estate Administration, Probate Law, Probate Administration, Charitable Gift Planning, Tax Law, Planned Giving, Powers of Attorney, Estate Law

Education
UCLA School of Law   2011 — 2014
J.D.

University of Michigan   2007 — 2010
BA

Calabasas High School   2003 — 2007

Calabasas High School

Ericka Odekirk Ericka Odekirk San Diego, California Details
Ericka Odekirk's Permanent Value Inc. Experience August 2014 - May 2015
Job Marketing Coordinator at Amobee
Industry Marketing and Advertising
Experience
Amobee  May 2015 - Present
SpineZone  March 2015 - August 2015
Permanent Value Inc.   August 2014 - May 2015
Internet Marketing Inc.  January 2014 - June 2014

Skills
Social Media, Start-ups, Customer Service, Time Management, Social Media Marketing, Marketing, Facebook, Advertising, Marketing Communications, Social Networking, Marketing Strategy, Event Planning, Market Research, Event Management, Public Relations, Community Outreach

Education
San Diego State University-California State University   2011 — 2015
Bachelor of Science (B.S.), Business Marketing

Elk Grove High School   2007 — 2011
High School Diploma