Phoenix American Financial Services
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. "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"
Phoenix American Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Phoenix American Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Phoenix American Financial Services Employees
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
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
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
Phoenix American Financial Services Operations OfficerWestamerica BankJanuary 1983 - January 1988
Education
College of Marin 1981 — 1983
Business and Information
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
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
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
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
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
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
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
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
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
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
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
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