Permanent Value Inc.
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
Permanent Value Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Permanent Value Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Permanent Value Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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