Phoenix American Financial Services

Description

Address: 2401 Kerner Blvd, San Rafael, CA 94901 Hours: Open ⋅ Closes 5PM Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 485-4500: Website: : Place name: Category: : : : : Website: http://www.pafsi.com/ Category: Investment service 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 questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 12 PM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 15 min to 3 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Phoenix American Financial Services, Inc. Posting publicly on the Web Write a review Reviews Be the first to review From Phoenix American Financial Services, Inc. Unable to add this file. Please check that it is a valid photo. "Phoenix American is a provider of outsourced back office services for alternative investment fund companies. Services include transfer agency, fund administration, fund accounting, financial reporting, 1099/K-1 tax document production, CRM/sales...More "Phoenix American is a provider of outsourced back office services for alternative investment fund companies. Services include transfer agency, fund administration, fund accounting, financial reporting, 1099/K-1 tax document production, CRM/sales reporting, printing and fulfillment. An SEC registered transfer agent since 1992, the company serves real estate funds, private equity, hedge funds, non-traded REITs, BDCs, commodity pools, equipment leasing funds, debt funds and alternative fund types. Custom services meet the needs of every fund size, structure and asset class. STAR-XMS transfer agent software was created by the company, the most advanced shareholder record keeping system in alternative investments. Audited SOC 1, Type II & SOC II"

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Phoenix American Financial Services Employees

Employee
Years
Job
Industry
Jack Xie, CPA Jack Xie, CPA San Francisco Bay Area Details
Jack Xie, CPA's Phoenix American Financial Services Experience January 2004 - April 2014
Job Treasury Accounting Manager at Textainer
Industry Financial Services
Experience
Textainer  April 2014 - Present
Phoenix American Financial Services   January 2004 - April 2014
Thayer Food Products, Inc   July 2003 - November 2003
AOC Technologies, Inc   July 2003 - July 2003

Skills
Financial Reporting, Account Reconciliation, Fixed Assets, Journal Entries, GAAP, General Ledger, Quickbooks

Education
California State University-East Bay   2001 — 2003
B.S., Business Administration - Accounting

Trang Thanh Pham Trang Thanh Pham San Francisco Bay Area Details
Trang Thanh Pham's Phoenix American Financial Services Experience 2015 - Present
Job Investor Relations and Client Servicing
Industry Investment Management
Experience
Phoenix American Financial Services   2015 - Present
Indochina Capital  2013 - 2014
Indochina Capital  2011 - 2012
OUT-2 Design   2010 - 2010

Skills
Marketing, Market Research, Management, Project Management, Microsoft Office, Business Development, Finance, PowerPoint, Salesforce CRM, Communications, Investor Relations

Education
University of Southern California
BA, International Relations, Cum Laude

University of Wisconsin-Madison
Vietnamese Language, Culture and Literature

SHAYNE COLLINS SHAYNE COLLINS San Francisco Bay Area Details
SHAYNE COLLINS's Phoenix American Financial Services Experience April 2014 - Present
Job Investor Services Rep at Phoenix American Financial Services
Industry Financial Services
Experience
Phoenix American Financial Services   April 2014 - Present
Phoenix American  August 2012 - Present
Staffing Agencies-various   January 2009 - September 2012
Innovative Art   April 2008 - December 2008
Portal Publications, Ltd.   June 2002 - April 2007
Portal Publications, Ltd.   December 1998 - June 2002

Skills
Customer Service, Switchboard Operator, Accounts Receivable, Lotus Notes, Microsoft Office, Team Building, Time Management, Marketing, Administrative..., Outlook, Microsoft Excel, Software Documentation, Microsoft Word, Access

Education
University of Nevada-Las Vegas
Bachelor of Arts, Social Work

Jeffrey Iverson Jeffrey Iverson San Francisco Bay Area Details
Jeffrey Iverson's Phoenix American Financial Services Experience Operations OfficerWestamerica BankJanuary 1983 - January 1988
Job Director of Investor Services at Phoenix American Financial Services
Industry Financial Services
Experience
Phoenix American Financial Services   Operations OfficerWestamerica BankJanuary 1983 - January 1988

Education
College of Marin   1981 — 1983
Business and Information

Ami Lopes Ami Lopes San Rafael, California Details
Ami Lopes's Phoenix American Financial Services Experience June 2014 - Present
Job Client Sales Consultant & Business Development at Phoenix American Financial Services
Industry Financial Services
Experience
Phoenix American Financial Services   June 2014 - Present
Phoenix American Financial Services   January 2013 - Present
Phoenix American  January 2012 - June 2014

Skills
Sales, Customer Service, New Business Development, Marketing, Microsoft Excel, Salesforce.com, Business Development, Strategic Planning, CRM, Microsoft Office, Administrative Office..., Investments, Asset Management, Alternative Investments

Education
California State University-Sacramento
Bachelor of Business Administration (BBA), Entrepreneurship & Marketing

Santa Rosa Junior College   2004 — 2013
Associate in Arts, Liberal Arts and Sciences/Liberal Studies

Matthew Neumark, MBA Matthew Neumark, MBA San Francisco, California Details
Matthew Neumark, MBA's Phoenix American Financial Services Experience March 2014 - June 2014
Job Business Technology Consultant / Servers / Networking / Security
Industry Information Technology and Services
Experience
Moody's Analytics  April 2015 - Present
Blaze Technical   July 2011 - Present
Redwood Community Health Coalition  June 2014 - December 2014
Phoenix American Financial Services   March 2014 - June 2014
Buxton Consulting  July 2011 - February 2014
Rickenbacker Group   August 2009 - March 2011
Power Catalyst, Inc.   March 2008 - August 2009
Velociter Wireless, Inc.   April 2004 - March 2008
ABC Alarm, Inc.   July 2002 - October 2003
St. Lucy Parish School   August 1996 - September 2002

Skills
IT Management, Unified Threat..., Firewalls, Project Management, Network Design, Data Center, Business Continuity, ITIL, System Architecture, Servers, Windows Server, DNS, Networking, Cisco Technologies, Active Directory, VMware ESX, Disaster Recovery, VMware, Integration, Troubleshooting, Virtualization, Network Security, System Administration, Citrix, Antivirus, Cloud Computing, SAN, Storage, Operating Systems, Wireless Networking, Routers, VPN, TCP/IP, SQL, MySQL, Architecture, Hardware, Microsoft Technologies, Linux, Red Hat Linux, Micrsoft Office, Windows Server 2008, Customer Relations, Windows, WAN, SQL Server, IIS, Server Architecture, IT Operations, Management

Education
Keller University   2008 — 2009
MBA, Information Technology

Devry University   2006 — 2007
Bachelor of Science, Business Technology Management

Heald College   2003 — 2005
Associate of Science, Computer Information Technology

Jason A. Gould Jason A. Gould San Francisco Bay Area Details
Jason A. Gould's Phoenix American Financial Services Experience February 2004 - November 2004
Job Customer Success Manager Project Manager Operations Manager
Industry Internet
Experience
Vianet Americas   September 2012 - December 2013
TapDynamics  February 2012 - September 2012
TapDynamics  February 2011 - January 2012
TapDynamics  April 2009 - February 2011
Jobscience, Inc   November 2007 - January 2008
Residential Mortgage Capital  May 2005 - June 2007
Dragonfly Bar & Grill   November 2004 - April 2005
Phoenix American Financial Services   February 2004 - November 2004
Hotel Lucia  July 2002 - December 2003
Design Hotels Inc   June 2000 - October 2001

Skills
Cross-functional Team..., CRM, Strategy, Salesforce.com, Sales, Sales Operations, Leadership, Management, Customer Service, Start-ups, Analysis, Forecasting, Operations Management, Marketing, Microsoft Excel, Business Development, Team Leadership, Budgets, Training, Team Building, Process Improvement, Strategic Partnerships, Product Management, Cloud Computing, Human Resources, New Business Development, Analytics, Strategic Planning, Account Management, Business Process, Data Analysis, Project Management, Sales Management, P&L Management, Business Planning, Inventory Management, Hotels, Social Media, Market Planning, Product Development, SaaS, Business Strategy, Project Planning, Supply Chain Management, Time Management, Customer Success, Requirements Analysis

Education
Baylor University - Hankamer School of Business   2012 — 2014
Master of Business Administration (M.B.A.), 3.70

University of California, Santa Cruz   1996 — 1998
B.A, Modern Literature, 3.45

Alysia Zevgolis Alysia Zevgolis San Francisco Bay Area Details
Alysia Zevgolis's Phoenix American Financial Services Experience October 2012 - August 2013
Job M.S. Biochemistry Student
Industry Chemicals
Experience
Victoria's Secret  September 2014 - Present
San Francisco State University  August 2013 - September 2014
Phoenix American Financial Services   October 2012 - August 2013
Phoenix American Financial Services   January 2012 - October 2012
In-N-Out Burger  August 2006 - November 2011

Skills
Food Service, Food Safety, Food, Food Industry, Cooking, Food Preparation, Food Quality, Food & Beverage, Inventory Management, Restaurants, Customer Service, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Time Management, PowerPoint, Inventory Control, Cashiering, Data Entry

Education
San Francisco State University   2014 — 2016
Master of Science (M.S.), Chemistry: Concentration in Biochemistry

San Francisco State University   2013 — 2014
Bachelor of Science (B.S.), Biochemistry

San Francisco State University   2013 — 2014
Bachelor of Arts (B.A.), Chemistry

Mills College   2012 — 2012
Transferred, Biochemistry and Computer Science

Santa Rosa Junior College   2006 — 2011
Transferred, Biochemistry

College of Marin

Linette Torres Linette Torres Puerto Rico area Details
Linette Torres's Phoenix American Financial Services Experience August 2004 - August 2005
Job Human Resources Manager
Industry Education Management
Experience
The Baldwin School of Puerto Rico   January 2013 - Present
The Baldwin School of P.R.   January 2013 - Present
HEICO Aerospace  September 2005 - December 2012
Phoenix American Financial Services   August 2004 - August 2005
Siemens  July 1998 - February 2004
Vincam Human Resources   January 1994 - July 1998

Skills
Human Resources, Management, Succession Planning, Employee Relations, Performance Management, Deferred Compensation, Organizational..., Change Management, Recruiting, HRIS, Talent Acquisition, Customer Service, Team Building, Process Improvement, Talent Management

Education
University of New Haven   1992 — 1994
Master of Arts (M.A.), Industrial and Organizational Psychology

University of Puerto Rico-Mayaguez   1987 — 1992
Bachelor of Arts (B.A.), Psychology

LMA   1985 — 1987
HS Diploma, Regular/General High School/Secondary Diploma Program, 10-12

Shawn Dooley Shawn Dooley San Francisco Bay Area Details
Shawn Dooley's Phoenix American Financial Services Experience June 2006 - Present
Job Senior Accountant at Phoenix American Financial Services
Industry Accounting
Experience
Phoenix American Financial Services   June 2006 - Present
Greenspan Adjusters International   October 2004 - June 2006
Fidelity National Financial  September 2002 - February 2004

Skills
Auditing, Accounting, Risk Management, Accounts Receivable, General Ledger, Financial Statements, Payroll, Cash Flow, Accruals, Journal Entries, Cash Management, Invoicing, Budgets, Microsoft Excel, Analysis, Management, Internal Controls, Financial Audits

Education
University of California, Santa Barbara   1998 — 2002
Bachelor of Arts (B.A.), Business Economics

Karen Weaver Karen Weaver San Francisco Bay Area Details
Karen Weaver's Phoenix American Financial Services Experience January 2001 - February 2006
Job Senior Finance Professional with 30 years experience in leading and building the Finance function
Industry Biotechnology
Experience
Amyris  October 2014 - Present
Amyris Inc  October 2012 - September 2014
Amyris Inc  May 2011 - September 2012
Sonic Solutions  September 2009 - April 2011
Sonic Solutions  July 2008 - August 2009
Sonic Solutions  March 2006 - July 2008
Phoenix American Financial Services   January 2001 - February 2006
ResourcePhoenix.com   January 2000 - December 2000

Skills
Financial Reporting, Financial Analysis, Business Process..., Key Performance..., Forecasting, Leadership Development, Cross-functional Team..., Mergers & Acquisitions, Financial Accounting, Finance, Accounting, Data Analysis, Project Management, Contract Negotiation, Quality Control, SEC Filings, Recruiting, US GAAP, Team Building, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, Management, Process Improvement, Internal Audit

Education
San Francisco State University   1981 — 1984
BS, Business Administration with a concentration in Accounting

James Ohland James Ohland Greater Minneapolis-St. Paul Area Details
James Ohland's Phoenix American Financial Services Experience September 2014 - Present
Job Senior Accountant at Phoenix American Financial Services
Industry Medical Devices
Experience
Phoenix American Financial Services   September 2014 - Present
NCPHS  May 2014 - June 2014
Amplifon  June 2008 - March 2014
Amplifon  2000 - 2008

Skills
Financial Accounting, Accounting, JD Edwards, Financial Statements, Forecasting, Auditing, Financial Reporting, Managerial Finance, Finance, Acquisition Integration, Process Improvement, Accounts Receivable, Accruals, Analysis, Financial Analysis, ERP, Budgets, Access, Strategic Planning, Management Consulting, Cross-functional Team..., SAP, GAAP, Business Process..., Business Planning, Business Analysis, Hyperion Enterprise, EDI, Microsoft Excel, Microsoft Word, Sarbanes-Oxley, Income Statement, Consolidation, US GAAP, Mergers, Revenue Recognition, P&L, Mergers & Acquisitions, Account Reconciliation, Corporate Tax, Sales & Use Tax

Education
Metropolitan State University   1998 — 2000
B.S., Accounting

University of Minnesota

Jason A. Gould Jason A. Gould San Francisco Bay Area Details
Jason A. Gould's Phoenix American Financial Services Experience February 2004 - November 2004
Job Account Manager / Sales Assistant
Industry Hospitality
Experience
The Argonaut Hotel (A Kimpton Group Hotel)   Inside Sales / Account ManagerJobscienceNovember 2007 - January 2008
Residential Mortgage Capital  May 2005 - June 2007
Dragonfly Bar & Grill   November 2004 - April 2005
Phoenix American Financial Services   February 2004 - November 2004
Hotel Lucia  July 2002 - December 2003
design hotels   June 2000 - October 2001
Casa Madrona Hotel   1998 - 2000

Education
University of California, Santa Cruz   1996 — 1998
BA, Literture

Edwin Fung Edwin Fung San Francisco Bay Area Details
Edwin Fung's Phoenix American Financial Services Experience 2005 - 2007
Job Senior Consultant at Clarity Solution Group
Industry Internet
Experience
Clarity Solution Group  June 2014 - Present
Twitter  September 2013 - July 2014
Bank of America  March 2013 - September 2013
McKesson  October 2011 - February 2013
Affinity Medical Solutions  April 2010 - October 2011
Dow Pharmaceutical Sciences  January 2007 - April 2009
Phoenix American Financial Services   2005 - 2007

Skills
Business Intelligence, Tableau, Data Visualization, Data Warehousing, SQL, Business Intelligence..., Hadoop, Hive, Big Data, Apache Pig, Business Analytics, Analytics, Integration, ETL, JavaScript, JSON, C++, Toad 9.0, Database Administration, Relational Databases, MySQL, T-SQL, PL/SQL, Data Science, Data Analysis, Data Modeling, Teradata Data Warehouse, Salesforce.com, SQL Server, Access, SAP ECC, SAP, SAP BW, SAP BI, OBIEE, Cognos, Microsoft SQL Server, Database Design, Healthcare Analytics, Corporate Finance, MySQL database design, KPI Dashboards, Financial Modeling, Financial Analysis, Financial Reporting

Education
University of California, Berkeley
Bachelor, Economics

Brian Aicega Brian Aicega San Francisco Bay Area Details
Brian Aicega's Phoenix American Financial Services Experience February 2014 - Present
Job Client Relationship Director at Phoenix American
Industry Financial Services
Experience
Phoenix American Financial Services   February 2014 - Present
Phoenix American  June 2010 - February 2014
Patelco Credit Union  December 1999 - June 2010

Skills
Customer Service, Account Management, Financial Services, Investments, Accounting, Business Development, Mortgage Lending, Risk Management, Sales, Sales Management, Asset Management, Strategic Planning, Team Building

Education
Sonoma State University   2000 — 2002
Bachelor of Science (B.S.), Business Administration: Marketing and Management

Santa Rosa Junior College   1997 — 2000
Associate of Arts (A.A.), General

Nishan Meric Nishan Meric San Francisco Bay Area Details
Nishan Meric's Phoenix American Financial Services Experience July 2015 - Present
Job Investor Services Intern at Phoenix American Inc.
Industry Financial Services
Experience
Phoenix American Financial Services   July 2015 - Present
City of Benicia  June 2013 - May 2015
City of Benicia  June 2013 - May 2015
City of Benicia  June 2011 - June 2013

Skills
Leadership, Organization, Critical Thinking, Creativity, Public Speaking, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Community Outreach, Social Networking, Research, Social Media, Teamwork, PowerPoint, Policy, Government, Volunteer Management, Volunteering, First Aid, Event Management, Conflict Resolution, Data Entry, Public Relations, Program Development, Communication, Finance, Public Policy, Youth Mentoring, Financial Analysis, Financial Services, Program Management, Analysis, Outlook, Budgets, Policy Analysis, Project Management

Education
San Francisco State University   2015 — 2017
Bachelor of Business Administration (BBA), Business Finance

Napa Valley College   2012 — 2015
Associate of Arts and Sciences (AAS), General Studies