PlanMember Financial Corporation
Industry: Company
DescriptionFounded: 1990 Subsidiaries: Scarborough Alliance Corporation,
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PlanMember Financial Corporation Employees
Employee
Years
Job
Industry
Jennifer Hadjian Jennifer Hadjian's PlanMember Financial Corporation Experience December 2013 - Present
Job Employer Group Coordinator at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Financial Corporation December 2013 - Present
Santa Barbara County, Probation Department 2012 - 2013
Family Practice Medical Group 2007 - 2012
Law Offices of Lauren Udden 2005 - 2007
Merck 2002 - 2005
TAP Pharmaceuticals 1999 - 2002
The Walt Disney Company 1995 - 1999
The Limited 1994 - 1995
Skills
Client Relationship..., Customer Service, Employee Relations, Government, Microsoft Office, Presentations /..., Scheduling / Planning /..., Public Relations, Research, Communication
Education
California State University-Northridge
Bachelor of Arts (BA), Speech Communications
PlanMember Financial Corporation December 2013 - Present
Santa Barbara County, Probation Department 2012 - 2013
Family Practice Medical Group 2007 - 2012
Law Offices of Lauren Udden 2005 - 2007
Merck 2002 - 2005
TAP Pharmaceuticals 1999 - 2002
The Walt Disney Company 1995 - 1999
The Limited 1994 - 1995
Skills
Client Relationship..., Customer Service, Employee Relations, Government, Microsoft Office, Presentations /..., Scheduling / Planning /..., Public Relations, Research, Communication
Education
California State University-Northridge
Bachelor of Arts (BA), Speech Communications
Anthony Murdocca Anthony Murdocca's PlanMember Financial Corporation Experience April 2014 - February 2015
Job Registered Representative
Industry Financial Services
Experience
Allstate June 2015 - Present
Life Plan Insurance Outlet October 2013 - Present
Fulcrum Securities April 2015 - June 2015
PlanMember Financial Corporation April 2014 - February 2015
Skills
Retirement Planning, Disability Insurance, Fixed Annuities, Series 6, Life Insurance, Mutual Funds, Strategic Financial..., Retirement, Investments, Term Life Insurance, Whole Life, Long-term Care, Long Term Care Insurance, Universal Life, Insurance, Securities, Financial Services, Sales, Accident, Direct Sales, Licensed Life, Employee Benefits, Brokers, Retirement Plan..., IRAs, 401k, Wealth Management, Series 63, Fixed Income, Estate Planning, Underwriting, Pensions, Investment Advisory, 401k Rollovers, Roth IRA, Life, Permanent Life Insurance, Wealth Accumulation, Retirement Savings, Series 65, Traditional IRA, SEP IRA
Education
Iona College 2007 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Harrison High School
Allstate June 2015 - Present
Life Plan Insurance Outlet October 2013 - Present
Fulcrum Securities April 2015 - June 2015
PlanMember Financial Corporation April 2014 - February 2015
Skills
Retirement Planning, Disability Insurance, Fixed Annuities, Series 6, Life Insurance, Mutual Funds, Strategic Financial..., Retirement, Investments, Term Life Insurance, Whole Life, Long-term Care, Long Term Care Insurance, Universal Life, Insurance, Securities, Financial Services, Sales, Accident, Direct Sales, Licensed Life, Employee Benefits, Brokers, Retirement Plan..., IRAs, 401k, Wealth Management, Series 63, Fixed Income, Estate Planning, Underwriting, Pensions, Investment Advisory, 401k Rollovers, Roth IRA, Life, Permanent Life Insurance, Wealth Accumulation, Retirement Savings, Series 65, Traditional IRA, SEP IRA
Education
Iona College 2007 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Harrison High School
Chris Janeway Chris Janeway's PlanMember Financial Corporation Experience 2004 - 2008
Job Financial Advisor at PlanMember Financial Group
Industry Financial Services
Experience
PlanMember Financial Group 2008 - Present
Santa Barbara Education Foundation June 2014 - Present
The First Tee - Central Coast 2011 - Present
Jodi House, Inc. August 2013 - Present
Katie's FUNd July 2003 - Present
PlanMember Financial Corporation 2004 - 2008
Skills
Retirement Planning, Mutual Funds, Investments, Financial Advisory, Financial Services, Investment Advisory, Life Insurance, College Savings Plans, Qualified Retirement..., Investment Management, 403 b, Insurance, Retirement, Financial Literacy..., Leadership, Asset Allocation, Series 63, Estate Planning, Financial Analysis, Series 7, Wealth Management, Finance, Strategic Financial..., Nonprofits, 403(b), 401(k), Securities, 401k, Asset Management
Education
University of California, Berkeley
Legal Studies
University of California, Berkeley
PlanMember Financial Group 2008 - Present
Santa Barbara Education Foundation June 2014 - Present
The First Tee - Central Coast 2011 - Present
Jodi House, Inc. August 2013 - Present
Katie's FUNd July 2003 - Present
PlanMember Financial Corporation 2004 - 2008
Skills
Retirement Planning, Mutual Funds, Investments, Financial Advisory, Financial Services, Investment Advisory, Life Insurance, College Savings Plans, Qualified Retirement..., Investment Management, 403 b, Insurance, Retirement, Financial Literacy..., Leadership, Asset Allocation, Series 63, Estate Planning, Financial Analysis, Series 7, Wealth Management, Finance, Strategic Financial..., Nonprofits, 403(b), 401(k), Securities, 401k, Asset Management
Education
University of California, Berkeley
Legal Studies
University of California, Berkeley
Aaron Bessonette Aaron Bessonette's PlanMember Financial Corporation Experience June 2014 - Present
Job Investment Advisor at Financial Alternatives
Industry Investment Management
Experience
PlanMember Financial Corporation June 2014 - Present
Cashmere Valley Bank June 2012 - June 2014
Skills
Investment Advisory, Series 7, Retirement Planning, Mutual Funds, Investment Strategies, Investments, Uniform Combined State..., Portfolio Management, Retirement
Education
Central Washington University 1997 — 2002
PlanMember Financial Corporation June 2014 - Present
Cashmere Valley Bank June 2012 - June 2014
Skills
Investment Advisory, Series 7, Retirement Planning, Mutual Funds, Investment Strategies, Investments, Uniform Combined State..., Portfolio Management, Retirement
Education
Central Washington University 1997 — 2002
Trish Stone-Damen's PlanMember Financial Corporation Experience January 1994 - February 2009
Job Assistant General Counsel at SHP
Industry Computer Software
Experience
SHP June 2014 - Present
Let's Grow! Santa Barbara City College -Center for Sustainability January 2010 - January 2014
PlanMember Financial Corporation January 1994 - February 2009
Skills
Securities, Insurance, Public Speaking, Corporate Law, Investments, Management, New Business Development, Mediation, Negotiation, Strategic Planning, Environmental Awareness, Community Outreach, Strategy, Budgets, Arbitration, Contract Negotiation, Program Development, Government, Small Business, Leadership, Research, Entrepreneurship, Marketing, Nonprofits, Start-ups, Management Consulting, Grant Writing, Business Development, Fundraising
Education
Santa Barbara College of Law 1989 — 1993
JD, General Law
San Francisco State University 1985 — 1986
Teaching Credential- Single Subject, Biology
University of California, Santa Barbara 1981 — 1985
Bachelor's Degree, Biology
SHP June 2014 - Present
Let's Grow! Santa Barbara City College -Center for Sustainability January 2010 - January 2014
PlanMember Financial Corporation January 1994 - February 2009
Skills
Securities, Insurance, Public Speaking, Corporate Law, Investments, Management, New Business Development, Mediation, Negotiation, Strategic Planning, Environmental Awareness, Community Outreach, Strategy, Budgets, Arbitration, Contract Negotiation, Program Development, Government, Small Business, Leadership, Research, Entrepreneurship, Marketing, Nonprofits, Start-ups, Management Consulting, Grant Writing, Business Development, Fundraising
Education
Santa Barbara College of Law 1989 — 1993
JD, General Law
San Francisco State University 1985 — 1986
Teaching Credential- Single Subject, Biology
University of California, Santa Barbara 1981 — 1985
Bachelor's Degree, Biology
Elliot Krigel Elliot Krigel's PlanMember Financial Corporation Experience August 2010 - November 2012
Job 2nd Year MBA Student
Industry Marketing and Advertising
Experience
USC Marshall School of Business June 2014 - Present
Synchrony Financial (GE Capital) June 2015 - August 2015
Anti-Defamation League May 2013 - June 2014
The Law Offices of Michael J. Desmond December 2012 - May 2013
PlanMember Financial Corporation August 2010 - November 2012
Santa Barbara Rape Crisis Center October 2009 - November 2012
Ramah Outdoor Adventure at Ramah in the Rockies June 2010 - August 2010
Psychology Social Lab January 2010 - June 2010
Law Offices of William C. Makler January 2010 - June 2010
Federation of San Francisco June 2008 - August 2008
Skills
Community Outreach, Spanish, Nonprofits, Microsoft Office, Editing, PowerPoint, Research, Training, Microsoft Excel, Event Planning, Public Speaking, Blogging, Marketing, Newsletters, Teaching
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
UC Santa Barbara 2006 — 2010
Bachelor's degree, Psychology and Spanish
Universidad de Granada 2008 — 2009
Psychology and Spanish
Universidad de Morelia, A.C. 2007 — 2007
Spanish
Gunn High School 2002 — 2006
High School
USC Marshall School of Business June 2014 - Present
Synchrony Financial (GE Capital) June 2015 - August 2015
Anti-Defamation League May 2013 - June 2014
The Law Offices of Michael J. Desmond December 2012 - May 2013
PlanMember Financial Corporation August 2010 - November 2012
Santa Barbara Rape Crisis Center October 2009 - November 2012
Ramah Outdoor Adventure at Ramah in the Rockies June 2010 - August 2010
Psychology Social Lab January 2010 - June 2010
Law Offices of William C. Makler January 2010 - June 2010
Federation of San Francisco June 2008 - August 2008
Skills
Community Outreach, Spanish, Nonprofits, Microsoft Office, Editing, PowerPoint, Research, Training, Microsoft Excel, Event Planning, Public Speaking, Blogging, Marketing, Newsletters, Teaching
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
UC Santa Barbara 2006 — 2010
Bachelor's degree, Psychology and Spanish
Universidad de Granada 2008 — 2009
Psychology and Spanish
Universidad de Morelia, A.C. 2007 — 2007
Spanish
Gunn High School 2002 — 2006
High School
Jason Kurpjuweit Jason Kurpjuweit's PlanMember Financial Corporation Experience November 2009 - August 2011
Job Product Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional April 2014 - Present
TD Ameritrade Institutional August 2011 - April 2014
PlanMember Financial Corporation November 2009 - August 2011
PlanMember Financial Corporation July 2008 - November 2009
Skills
Series 7, Series 63, Asset Allocation, Investments, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Investment Advisory, Financial Services, Salesforce.com, CRM
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
BS, Business Administration, Finance
TD Ameritrade Institutional April 2014 - Present
TD Ameritrade Institutional August 2011 - April 2014
PlanMember Financial Corporation November 2009 - August 2011
PlanMember Financial Corporation July 2008 - November 2009
Skills
Series 7, Series 63, Asset Allocation, Investments, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Investment Advisory, Financial Services, Salesforce.com, CRM
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
BS, Business Administration, Finance
Chelsie Spoon's PlanMember Financial Corporation Experience June 2013 - January 2015
Job Healthcare Recruiter at Maxim Healthcare Services
Industry Financial Services
Experience
Maxim Healthcare Services April 2015 - Present
Expanxion January 2015 - April 2015
PlanMember Financial Corporation June 2013 - January 2015
Eric Ericsson's Fish Company May 2010 - June 2013
State Farm May 2012 - January 2013
Ameriprise Financial Services, Inc. August 2012 - December 2012
Black Angus Steakhouses October 2009 - April 2011
JCPenney November 2008 - October 2009
Mervyns June 2007 - November 2008
Dippin' Dots, Inc. June 2006 - June 2007
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Hospitals, Marketing, Finance, Sales, Teamwork, Public Speaking, Analysis, Social Networking, Graphic Design, Retirement Planning, Technical Recruiting, Photoshop, Recruiting
Education
California State University-Channel Islands 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, Minor in Art
Ventura College 2008 — 2010
Maxim Healthcare Services April 2015 - Present
Expanxion January 2015 - April 2015
PlanMember Financial Corporation June 2013 - January 2015
Eric Ericsson's Fish Company May 2010 - June 2013
State Farm May 2012 - January 2013
Ameriprise Financial Services, Inc. August 2012 - December 2012
Black Angus Steakhouses October 2009 - April 2011
JCPenney November 2008 - October 2009
Mervyns June 2007 - November 2008
Dippin' Dots, Inc. June 2006 - June 2007
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Hospitals, Marketing, Finance, Sales, Teamwork, Public Speaking, Analysis, Social Networking, Graphic Design, Retirement Planning, Technical Recruiting, Photoshop, Recruiting
Education
California State University-Channel Islands 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, Minor in Art
Ventura College 2008 — 2010
Dominick Knight Dominick Knight's PlanMember Financial Corporation Experience August 2015 - Present
Job PlanMember Customer Service Rep at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Financial Corporation August 2015 - Present
Stillwater Risk & Insurance Services Ltd. April 2015 - Present
Santa Barbara County Federal Credit Union September 2014 - March 2015
Wells Fargo August 2013 - May 2014
Skills
Television, Entertainment, Film Production, Feature Films, Video, Comedy, Acting, Film, New Media, Voice Over, Video Production, Post Production, Media Production, Broadcast, Final Draft, Recording, Producing, Directing, Reality, Casting, Drama, Pre-production, Screenwriting, Editing, Music Videos, Commercials, Publicity, Final Cut Studio, Short Films, Videography, Music, Documentaries, Cinematography, Field Producing, Avid, Production Managment, Independent Film, Creative Writing, Theatre, Music Production, Film Finance, Video Editing, Original Programming, Camera, Talent Booking, Radio, Script Coverage, Improvisation, Stage, Live Events
Education
Antioch University-Santa Barbara 2014 — 2017
Bachelor’s Degree, Business Administration and Management, General
Santa Barbara City College 2002 — 2006
Business Administration, Small Business Administration/Management
PlanMember Financial Corporation August 2015 - Present
Stillwater Risk & Insurance Services Ltd. April 2015 - Present
Santa Barbara County Federal Credit Union September 2014 - March 2015
Wells Fargo August 2013 - May 2014
Skills
Television, Entertainment, Film Production, Feature Films, Video, Comedy, Acting, Film, New Media, Voice Over, Video Production, Post Production, Media Production, Broadcast, Final Draft, Recording, Producing, Directing, Reality, Casting, Drama, Pre-production, Screenwriting, Editing, Music Videos, Commercials, Publicity, Final Cut Studio, Short Films, Videography, Music, Documentaries, Cinematography, Field Producing, Avid, Production Managment, Independent Film, Creative Writing, Theatre, Music Production, Film Finance, Video Editing, Original Programming, Camera, Talent Booking, Radio, Script Coverage, Improvisation, Stage, Live Events
Education
Antioch University-Santa Barbara 2014 — 2017
Bachelor’s Degree, Business Administration and Management, General
Santa Barbara City College 2002 — 2006
Business Administration, Small Business Administration/Management
Veronica Zasueta's PlanMember Financial Corporation Experience June 2005 - April 2007
Job Media Development Manager, CJ Media at Commission Junction
Industry Online Media
Experience
Commission Junction May 2008 - Present
Commission Junction April 2007 - May 2008
PlanMember Financial Corporation June 2005 - April 2007
Mercer Advisors July 2002 - June 2005
University Of California Santa Barbara December 2001 - July 2002
Mindspeed Technologies, a spinoff of Conexant February 2001 - August 2001
Conexant - A spin off of Rockwell Semiconductors December 1997 - February 2001
Skills
Affiliate Marketing, Lead Generation, Online Advertising, Email Marketing, PPC, SEM, Advertising, Online Marketing, Copywriting, Marketing, Social Media Marketing, Digital Marketing, Business Development, Press Releases, Display Advertising, Digital Media, Analytics, Affiliate Management, Behavioral Targeting, E-commerce, SEO, Mobile Marketing, Conversion Optimization, Marketing Strategy, Google Adwords, Integrated Marketing, Marketing Communications, CRM, Digital Strategy, Customer Acquisition, Salesforce.com, Event Management, Publishing, Social Networking, CPL, Corporate Communications, Strategic Partnerships, Event Planning, Direct Marketing, Online Lead Generation, Sales Management, Ad Networks, Web Analytics, Google Analytics, Media Buying, Media Planning, Ad Serving, Mobile Advertising
Education
Chapman University 1994 — 1996
BA, Public Relations with an emphasis in Communications
Orange Coast College
Associate of Arts (AA)
Commission Junction May 2008 - Present
Commission Junction April 2007 - May 2008
PlanMember Financial Corporation June 2005 - April 2007
Mercer Advisors July 2002 - June 2005
University Of California Santa Barbara December 2001 - July 2002
Mindspeed Technologies, a spinoff of Conexant February 2001 - August 2001
Conexant - A spin off of Rockwell Semiconductors December 1997 - February 2001
Skills
Affiliate Marketing, Lead Generation, Online Advertising, Email Marketing, PPC, SEM, Advertising, Online Marketing, Copywriting, Marketing, Social Media Marketing, Digital Marketing, Business Development, Press Releases, Display Advertising, Digital Media, Analytics, Affiliate Management, Behavioral Targeting, E-commerce, SEO, Mobile Marketing, Conversion Optimization, Marketing Strategy, Google Adwords, Integrated Marketing, Marketing Communications, CRM, Digital Strategy, Customer Acquisition, Salesforce.com, Event Management, Publishing, Social Networking, CPL, Corporate Communications, Strategic Partnerships, Event Planning, Direct Marketing, Online Lead Generation, Sales Management, Ad Networks, Web Analytics, Google Analytics, Media Buying, Media Planning, Ad Serving, Mobile Advertising
Education
Chapman University 1994 — 1996
BA, Public Relations with an emphasis in Communications
Orange Coast College
Associate of Arts (AA)
Natalie Ford's PlanMember Financial Corporation Experience January 2013 - October 2013
Job Recruiter: Staffing Consultant at AppleOne Employment Services
Industry Consumer Services
Experience
AppleOne October 2013 - Present
PlanMember Financial Corporation January 2013 - October 2013
Sansum Diabetes Research Institute June 2012 - December 2012
College Mentorship Program at University of California Access Network (UCAN) June 2011 - August 2012
WatsonvilleTEC September 2010 - August 2012
GIIP September 2010 - June 2012
Skills
Social Networking, Customer Service, Public Speaking, Microsoft Excel, Research, Teaching, Event Planning, Grant Writing, Microsoft Office, Non-profits, Project Management, PowerPoint, Sales, Investments, Facebook, Editing, Nonprofits, Recruiting, Career Counseling, Career Transitioning, Hiring Employees, Temporary Staffing, Permanent Placement, Interviewing Skills
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Sociology, Education
AppleOne October 2013 - Present
PlanMember Financial Corporation January 2013 - October 2013
Sansum Diabetes Research Institute June 2012 - December 2012
College Mentorship Program at University of California Access Network (UCAN) June 2011 - August 2012
WatsonvilleTEC September 2010 - August 2012
GIIP September 2010 - June 2012
Skills
Social Networking, Customer Service, Public Speaking, Microsoft Excel, Research, Teaching, Event Planning, Grant Writing, Microsoft Office, Non-profits, Project Management, PowerPoint, Sales, Investments, Facebook, Editing, Nonprofits, Recruiting, Career Counseling, Career Transitioning, Hiring Employees, Temporary Staffing, Permanent Placement, Interviewing Skills
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Sociology, Education
Jacob Walsh's PlanMember Financial Corporation Experience August 2013 - Present
Job Fulfillment Associate at PlanMember Financial Corporation
Industry
Experience
PlanMember Financial Corporation August 2013 - Present
Education
California State University-Channel Islands 2008 — 2013
PlanMember Financial Corporation August 2013 - Present
Education
California State University-Channel Islands 2008 — 2013
Douglas King Douglas King's PlanMember Financial Corporation Experience June 2014 - June 2015
Job Laboratory Assistant at Eastern Florida State College
Industry Public Relations and Communications
Experience
Eastern Florida State College August 2015 - Present
PlanMember Financial Corporation June 2014 - June 2015
Vertical Business Group January 2013 - May 2013
Rock Church of the Wabash Valley March 2009 - March 2010
US Army April 2005 - March 2009
Coeur d'Alene Mines Corporation July 2001 - January 2005
Skills
Strategic Communications, Public Relations, Microsoft Office, Social Media, Facebook, PowerPoint, Event Planning, Press Releases, Media Relations, Social Networking, Customer Service, Microsoft Excel, Marketing, Fundraising, Management, Leadership, Human Resources, Project Planning, Time Management, Coaching, Blogging, Event Management, Social Media Marketing, Public Speaking, Employee Training, Nonprofits, Team Building, Research, Crisis Communications, Training, Community Outreach, Editing, Strategic Planning, Advertising, Newsletters, Community Development, Government, Leadership Development, Marketing Communications, Budgets, Volunteer Management, Speech Writing, Internal Communications, Publicity, Team Leadership, Proposal Writing, Online Marketing, Spokesperson, Creative Writing, Communications Planning
Education
Lewis-Clark State College 2013 — 2014
Bachelor of Science (B.S.), Communication Arts
North Idaho College 2010 — 2013
Associate of Science (A.S.), Communications
Eastern Florida State College August 2015 - Present
PlanMember Financial Corporation June 2014 - June 2015
Vertical Business Group January 2013 - May 2013
Rock Church of the Wabash Valley March 2009 - March 2010
US Army April 2005 - March 2009
Coeur d'Alene Mines Corporation July 2001 - January 2005
Skills
Strategic Communications, Public Relations, Microsoft Office, Social Media, Facebook, PowerPoint, Event Planning, Press Releases, Media Relations, Social Networking, Customer Service, Microsoft Excel, Marketing, Fundraising, Management, Leadership, Human Resources, Project Planning, Time Management, Coaching, Blogging, Event Management, Social Media Marketing, Public Speaking, Employee Training, Nonprofits, Team Building, Research, Crisis Communications, Training, Community Outreach, Editing, Strategic Planning, Advertising, Newsletters, Community Development, Government, Leadership Development, Marketing Communications, Budgets, Volunteer Management, Speech Writing, Internal Communications, Publicity, Team Leadership, Proposal Writing, Online Marketing, Spokesperson, Creative Writing, Communications Planning
Education
Lewis-Clark State College 2013 — 2014
Bachelor of Science (B.S.), Communication Arts
North Idaho College 2010 — 2013
Associate of Science (A.S.), Communications
Laura Laubacher's PlanMember Financial Corporation Experience June 2014 - Present
Job Broker Service Representative (Tier II) at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Financial Corporation June 2014 - Present
Peet's Coffee & Tea April 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Social Media, Public Speaking, Photoshop, English, Teamwork, Data Analysis, Leadership, Strategic Planning, Event Planning
Education
UCSB 2010 — 2014
Bachelor of Arts (B.A.), Economics
PlanMember Financial Corporation June 2014 - Present
Peet's Coffee & Tea April 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Social Media, Public Speaking, Photoshop, English, Teamwork, Data Analysis, Leadership, Strategic Planning, Event Planning
Education
UCSB 2010 — 2014
Bachelor of Arts (B.A.), Economics
Krista Harris Krista Harris's PlanMember Financial Corporation Experience July 1992 - August 2010
Job Editor/Publisher at Edible Santa Barbara
Industry Publishing
Experience
Edible Santa Barbara March 2009 - Present
The Center for Urban Agriculture at Fairview Gardens 2012 - June 2014
Community Environmental Council 2010 - June 2014
PlanMember Financial Corporation July 1992 - August 2010
Krista Harris Graphic Design October 1990 - December 1993
UC Santa Barbara September 1987 - October 1990
Skills
Editing, Writing, Graphic Design, Event Planning, Publications, Blogging, Copy Editing, Social Media Marketing, Newsletters, Copywriting, Adobe Creative Suite, Photography, Social Media, Publishing, Magazines, Public Relations, Press Releases, Email Marketing, Content Strategy, Social Networking, New Media, Online Marketing, Content Management, Publicity, Brand Development, Editorial, Facebook
Education
University of California, Santa Barbara 1983 — 1987
B.A., Film Studies
La Jolla High 1980 — 1983
Edible Santa Barbara March 2009 - Present
The Center for Urban Agriculture at Fairview Gardens 2012 - June 2014
Community Environmental Council 2010 - June 2014
PlanMember Financial Corporation July 1992 - August 2010
Krista Harris Graphic Design October 1990 - December 1993
UC Santa Barbara September 1987 - October 1990
Skills
Editing, Writing, Graphic Design, Event Planning, Publications, Blogging, Copy Editing, Social Media Marketing, Newsletters, Copywriting, Adobe Creative Suite, Photography, Social Media, Publishing, Magazines, Public Relations, Press Releases, Email Marketing, Content Strategy, Social Networking, New Media, Online Marketing, Content Management, Publicity, Brand Development, Editorial, Facebook
Education
University of California, Santa Barbara 1983 — 1987
B.A., Film Studies
La Jolla High 1980 — 1983
LaKieshia McGhee LaKieshia McGhee's PlanMember Financial Corporation Experience January 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
PlanMember Financial Corporation January 2014 - Present
Colonial Life August 2011 - Present
Lincoln Investment Planning August 2000 - December 2011
Skills
Disability Insurance, Life Insurance
Education
University of Alabama
Bachelor of Science (B.S.), Finance
PlanMember Financial Corporation January 2014 - Present
Colonial Life August 2011 - Present
Lincoln Investment Planning August 2000 - December 2011
Skills
Disability Insurance, Life Insurance
Education
University of Alabama
Bachelor of Science (B.S.), Finance
David Zeligson David Zeligson's PlanMember Financial Corporation Experience April 2012 - March 2013
Job ClientCentric Financial Services Professional
Industry Financial Services
Experience
Edward Jones January 2015 - April 2015
MassMutual Financial Group March 2014 - October 2014
PlanMember Financial Corporation April 2012 - March 2013
Rabobank, N.A. July 2007 - March 2011
Rabobank, N.A. June 2004 - July 2007
Independent Consultancy January 2002 - May 2004
Mellon Financial June 1998 - January 2002
Mellon Financial January 1996 - May 1998
John Hancock Financial Services February 1995 - January 1996
John Hancock Financial Services July 1992 - February 1995
Skills
Organizational..., Succession Planning, Training, Talent Management, Employee Relations, Employee Training, Leadership, Program Management, Customer Service, Employee Engagement, Management, Strategic Planning, Project Management, Human Resources, Process Improvement, CRM, Staff Development
Education
The University of Connecticut
B.A., Psychology
The University of Connecticut
M.A., Sociology
Edward Jones January 2015 - April 2015
MassMutual Financial Group March 2014 - October 2014
PlanMember Financial Corporation April 2012 - March 2013
Rabobank, N.A. July 2007 - March 2011
Rabobank, N.A. June 2004 - July 2007
Independent Consultancy January 2002 - May 2004
Mellon Financial June 1998 - January 2002
Mellon Financial January 1996 - May 1998
John Hancock Financial Services February 1995 - January 1996
John Hancock Financial Services July 1992 - February 1995
Skills
Organizational..., Succession Planning, Training, Talent Management, Employee Relations, Employee Training, Leadership, Program Management, Customer Service, Employee Engagement, Management, Strategic Planning, Project Management, Human Resources, Process Improvement, CRM, Staff Development
Education
The University of Connecticut
B.A., Psychology
The University of Connecticut
M.A., Sociology
Cris Sugleris Cris Sugleris's PlanMember Financial Corporation Experience December 2010 - August 2011
Job Quality Assurance Analyst II at Sientra, Inc.
Industry Medical Devices
Experience
Sientra, Inc. August 2012 - Present
California Lutheran University September 2011 - May 2012
PlanMember Financial Corporation December 2010 - August 2011
Skills
Organizational..., Organizational Behavior, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Economics, Finance, Motivated self-starter, Time Management, Management, Research, Facebook
Education
California Lutheran University 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management
Santa Barbara City College 2007 — 2009
Associate of Arts (A.A.), Business /Economics
Dos Pueblos High School 2003 — 2007
Sientra, Inc. August 2012 - Present
California Lutheran University September 2011 - May 2012
PlanMember Financial Corporation December 2010 - August 2011
Skills
Organizational..., Organizational Behavior, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Economics, Finance, Motivated self-starter, Time Management, Management, Research, Facebook
Education
California Lutheran University 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management
Santa Barbara City College 2007 — 2009
Associate of Arts (A.A.), Business /Economics
Dos Pueblos High School 2003 — 2007
Ben Lundquist's PlanMember Financial Corporation Experience January 2007 - August 2008
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments June 2010 - Present
Aspiriant January 2009 - September 2009
PlanMember Financial Corporation January 2007 - August 2008
Skills
Series 7, Mutual Funds, Investments, 401k, Asset Allocation, Financial Services, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Asset Management, Finance
Education
University of California, Santa Barbara 2004 — 2006
business economics
Fidelity Investments December 2013 - Present
Fidelity Investments June 2010 - Present
Aspiriant January 2009 - September 2009
PlanMember Financial Corporation January 2007 - August 2008
Skills
Series 7, Mutual Funds, Investments, 401k, Asset Allocation, Financial Services, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Asset Management, Finance
Education
University of California, Santa Barbara 2004 — 2006
business economics
Alison Hansen's PlanMember Financial Corporation Experience August 2005 - May 2012
Job Event & Sales Director at Santa Barbara Polo & Racquet Club
Industry Financial Services
Experience
Santa Barbara Polo & Racquet Club November 2012 - Present
Events Unlimited August 2000 - Present
Cottage Health System 2008 - Present
EventRents Inc. June 2012 - November 2012
PlanMember Financial Corporation August 2005 - May 2012
Ogilvy Hill Insurance 1999 - 2005
Northern Trust 1998 - 1999
Santa Barbara School Districts 1997 - 1998
Skills
Sales, Relationship Management, Marketing Communications, Prospecting Skills, Venue Management, Large Scale Entertaining, Social Media Marketing, Direct Recruiting, Venue Development, Wedding Planning, Word, Excel, Filemaker Pro, Salesforce.com, Large Scale Events, ACT!, Hiking, Event Hosting, Outlook, Adobe Creative Suite, Public Speaking, Advertising, PowerPoint, Mentoring, Event Planning, Electrical Distribution..., Lighting Design, al fresco dining, Recruitment Advertising, CAD, GoToMeeting, Skype, Managing Key Accounts, Site Layout, Employee Training
Education
University of California, Santa Barbara 1994 — 1998
Bachelors, English with an emphasis on Creative Writing
Half Moon Bay High School 1990 — 1994
Diploma
Santa Barbara Polo & Racquet Club November 2012 - Present
Events Unlimited August 2000 - Present
Cottage Health System 2008 - Present
EventRents Inc. June 2012 - November 2012
PlanMember Financial Corporation August 2005 - May 2012
Ogilvy Hill Insurance 1999 - 2005
Northern Trust 1998 - 1999
Santa Barbara School Districts 1997 - 1998
Skills
Sales, Relationship Management, Marketing Communications, Prospecting Skills, Venue Management, Large Scale Entertaining, Social Media Marketing, Direct Recruiting, Venue Development, Wedding Planning, Word, Excel, Filemaker Pro, Salesforce.com, Large Scale Events, ACT!, Hiking, Event Hosting, Outlook, Adobe Creative Suite, Public Speaking, Advertising, PowerPoint, Mentoring, Event Planning, Electrical Distribution..., Lighting Design, al fresco dining, Recruitment Advertising, CAD, GoToMeeting, Skype, Managing Key Accounts, Site Layout, Employee Training
Education
University of California, Santa Barbara 1994 — 1998
Bachelors, English with an emphasis on Creative Writing
Half Moon Bay High School 1990 — 1994
Diploma
Norman Pia Norman Pia's PlanMember Financial Corporation Experience January 2003 - December 2003
Job Sales and Consulting Team Leader at Assetmark
Industry Financial Services
Experience
AssetMark October 2012 - Present
Genworth Financial September 2009 - Present
John Hancock December 2003 - April 2009
John Hancock December 2003 - February 2006
PlanMember Financial Corporation January 2003 - December 2003
Skills
Fixed Annuities, Mutual Funds, Separately Managed..., Retirement Planning, Variable Annuities, Uniform Combined State..., Asset Allocation, Securities, Alternative Investments, ETFs, Retirement, 401k, FINRA Series 7, FINRA Series 63, FINRA Series 65, CA Life and Health..., FINRA Series 26
Education
University of California, Berkeley 1999 — 2002
Bachelor of Arts, Economics, Business
AssetMark October 2012 - Present
Genworth Financial September 2009 - Present
John Hancock December 2003 - April 2009
John Hancock December 2003 - February 2006
PlanMember Financial Corporation January 2003 - December 2003
Skills
Fixed Annuities, Mutual Funds, Separately Managed..., Retirement Planning, Variable Annuities, Uniform Combined State..., Asset Allocation, Securities, Alternative Investments, ETFs, Retirement, 401k, FINRA Series 7, FINRA Series 63, FINRA Series 65, CA Life and Health..., FINRA Series 26
Education
University of California, Berkeley 1999 — 2002
Bachelor of Arts, Economics, Business
Iman Navi Iman Navi's PlanMember Financial Corporation Experience November 2006 - July 2010
Job Vice President at Corridor Capital
Industry Venture Capital & Private Equity
Experience
Corridor Capital April 2014 - Present
Navi Capital LLC August 2012 - Present
Selecto Services January 2013 - Present
First Round Capital January 2012 - May 2012
TZP Group June 2011 - August 2011
Mercer Advisors June 2008 - July 2010
PlanMember Financial Corporation November 2006 - July 2010
Lovell Minnick Partners April 2006 - July 2010
Berkely Capital March 2007 - March 2010
Macquarie Securities (USA) Inc. January 2004 - March 2006
Skills
Private Equity, Mergers, Venture Capital, Valuation, LBO, Investments, Equities, Due Diligence, Financial Modeling, Investment Banking, Entrepreneurship, Corporate Development, Finance, Mergers & Acquisitions, Growth Capital, Corporate Finance, Capital, Hedge Funds, Investment Management, Project Finance, Alternative Investments, Emerging Markets, Restructuring, Financial Advisory, Asset Management, M&A experience, Financial Structuring, Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance & Entrepreneurship
University of California, Los Angeles 1999 — 2003
BA, Business-Economics, Accounting
Corridor Capital April 2014 - Present
Navi Capital LLC August 2012 - Present
Selecto Services January 2013 - Present
First Round Capital January 2012 - May 2012
TZP Group June 2011 - August 2011
Mercer Advisors June 2008 - July 2010
PlanMember Financial Corporation November 2006 - July 2010
Lovell Minnick Partners April 2006 - July 2010
Berkely Capital March 2007 - March 2010
Macquarie Securities (USA) Inc. January 2004 - March 2006
Skills
Private Equity, Mergers, Venture Capital, Valuation, LBO, Investments, Equities, Due Diligence, Financial Modeling, Investment Banking, Entrepreneurship, Corporate Development, Finance, Mergers & Acquisitions, Growth Capital, Corporate Finance, Capital, Hedge Funds, Investment Management, Project Finance, Alternative Investments, Emerging Markets, Restructuring, Financial Advisory, Asset Management, M&A experience, Financial Structuring, Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance & Entrepreneurship
University of California, Los Angeles 1999 — 2003
BA, Business-Economics, Accounting
Anastasiya Zheludkova's PlanMember Financial Corporation Experience August 2014 - Present
Job Business Development Marketing Coordinator at PlanMember Financial Corporation
Industry Investment Management
Experience
PlanMember Financial Corporation August 2014 - Present
PlanMember Financial Corporation November 2011 - August 2014
PlanMember Financial Corporation September 2009 - November 2011
Freestone Peach 2008 - 2009
Skills
PowerPoint, Series 63, Mutual Funds, Series 7, Insurance, Investment Advisory, Retirement Planning, Retirement, Social Networking, Finance, Customer Service, Investments
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Business Economics, Magna Cum Laude
PlanMember Financial Corporation August 2014 - Present
PlanMember Financial Corporation November 2011 - August 2014
PlanMember Financial Corporation September 2009 - November 2011
Freestone Peach 2008 - 2009
Skills
PowerPoint, Series 63, Mutual Funds, Series 7, Insurance, Investment Advisory, Retirement Planning, Retirement, Social Networking, Finance, Customer Service, Investments
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Business Economics, Magna Cum Laude
Thomas J. Perna, JD, PMP's PlanMember Financial Corporation Experience January 1997 - January 1998
Job Senior Legal Counsel at Thomas J. Perna, Esq.
Industry Aviation & Aerospace
Experience
Thomas J. Perna, Esq. June 1998 - Present
General Dynamics OTS Aerospace January 2015 - April 2015
Bardex Corporation Inc. September 2012 - June 2014
Northrop Grumman Corporation March 2009 - April 2011
Toper Manufacturing Co., Inc. January 1998 - February 2008
PlanMember Financial Corporation January 1997 - January 1998
Price, Postel & Parma January 1994 - January 1997
Skills
Project Planning, Scope Management, Risk Management, Quality Assurance, Engineering Management, Manufacturing..., Procurement, Proposal Writing, Business Development, Legal Research, Contract Management, Government Procurement, Management, Product Development, Program Management, Manufacturing, Cross-functional Team..., Systems Engineering, Six Sigma, Contract Negotiation, Negotiation, Engineering, Project Management, Process Improvement, Earned Value Management, Analysis, Supply Chain Management
Education
Santa Barbara College of Law 1994 — 1998
Juris Doctorate, Law
University of California Santa Barbara 1990 — 1994
Santa Barbara City College
Marine Technology
Howard High School
Thomas J. Perna, Esq. June 1998 - Present
General Dynamics OTS Aerospace January 2015 - April 2015
Bardex Corporation Inc. September 2012 - June 2014
Northrop Grumman Corporation March 2009 - April 2011
Toper Manufacturing Co., Inc. January 1998 - February 2008
PlanMember Financial Corporation January 1997 - January 1998
Price, Postel & Parma January 1994 - January 1997
Skills
Project Planning, Scope Management, Risk Management, Quality Assurance, Engineering Management, Manufacturing..., Procurement, Proposal Writing, Business Development, Legal Research, Contract Management, Government Procurement, Management, Product Development, Program Management, Manufacturing, Cross-functional Team..., Systems Engineering, Six Sigma, Contract Negotiation, Negotiation, Engineering, Project Management, Process Improvement, Earned Value Management, Analysis, Supply Chain Management
Education
Santa Barbara College of Law 1994 — 1998
Juris Doctorate, Law
University of California Santa Barbara 1990 — 1994
Santa Barbara City College
Marine Technology
Howard High School
Jennifer Owens's PlanMember Financial Corporation Experience February 2014 - Present
Job Director of Sales & Distribution Training at PlanMember Financial Corporation
Industry Professional Training & Coaching
Experience
PlanMember Financial Corporation February 2014 - Present
PlanMember Financial Corporation April 2012 - January 2014
PlanMember Financial Corporation September 2010 - April 2012
Liberty Mutual May 2009 - September 2010
Morgan Stanley November 2002 - February 2009
Morgan Stanley November 2002 - February 2009
Morgan Stanley November 2002 - February 2009
Datek 1999 - 2002
Education
University of Phoenix 2003 — 2005
MA, Adult Education & Distance Learning
Brick 1990 — 2005
Monmouth University 1995 — 1999
BS, Business Administration, Finance
PlanMember Financial Corporation February 2014 - Present
PlanMember Financial Corporation April 2012 - January 2014
PlanMember Financial Corporation September 2010 - April 2012
Liberty Mutual May 2009 - September 2010
Morgan Stanley November 2002 - February 2009
Morgan Stanley November 2002 - February 2009
Morgan Stanley November 2002 - February 2009
Datek 1999 - 2002
Education
University of Phoenix 2003 — 2005
MA, Adult Education & Distance Learning
Brick 1990 — 2005
Monmouth University 1995 — 1999
BS, Business Administration, Finance
Christopher Guanciale, JD, APM Christopher Guanciale, JD, APM's PlanMember Financial Corporation Experience June 2000 - July 2013
Job Director Relationship Management at Schwab Retirement Plan Services
Industry Financial Services
Experience
Schwab Retirement Plan Services July 2013 - Present
PlanMember Financial Corporation June 2000 - July 2013
Sterling, A Division of National City Bank 1998 - 2000
Schwab Retirement Plan Services, Inc. 1996 - 1998
Deloitte & Touche, LLP 1994 - 1996
First National Bank of Ohio 1988 - 1994
Dollar Savings & Trust Company 1985 - 1988
Skills
ERISA, Retirement, Investment Advisory, Compliance, 401k, Retirement Planning, Employee Benefits, Defined Benefit, Pensions, Qualified Retirement..., Due Diligence, Mutual Funds, Mergers & Acquisitions, Defined Contribution, Investments
Education
Ohio Northern University—Claude W. Pettit College of Law 1982 — 1985
Juris Doctor, Law
Slippery Rock University of Pennsylvania 1978 — 1982
BA, Political Science
Schwab Retirement Plan Services July 2013 - Present
PlanMember Financial Corporation June 2000 - July 2013
Sterling, A Division of National City Bank 1998 - 2000
Schwab Retirement Plan Services, Inc. 1996 - 1998
Deloitte & Touche, LLP 1994 - 1996
First National Bank of Ohio 1988 - 1994
Dollar Savings & Trust Company 1985 - 1988
Skills
ERISA, Retirement, Investment Advisory, Compliance, 401k, Retirement Planning, Employee Benefits, Defined Benefit, Pensions, Qualified Retirement..., Due Diligence, Mutual Funds, Mergers & Acquisitions, Defined Contribution, Investments
Education
Ohio Northern University—Claude W. Pettit College of Law 1982 — 1985
Juris Doctor, Law
Slippery Rock University of Pennsylvania 1978 — 1982
BA, Political Science
Megan Maulhardt Megan Maulhardt's PlanMember Financial Corporation Experience August 2005 - April 2010
Job Senior Marketing Manager at AGIA / Unemployment Services Trust
Industry Marketing and Advertising
Experience
AGIA / Unemployment Services Trust April 2010 - Present
PlanMember Financial Corporation August 2005 - April 2010
Skills
Public Relations, Editing, Advertising, Trade Shows, Online Advertising, Copywriting, Marketing, Market Research, Social Media Marketing, Event Planning, Email Marketing, Marketing Communications, Marketing Strategy, Event Management, Non-profits, Leadership, Nonprofits, Newsletters, Social Media, CRM
Education
Principia College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business, Marketing, Advertising, Finance, Sociology
AGIA / Unemployment Services Trust April 2010 - Present
PlanMember Financial Corporation August 2005 - April 2010
Skills
Public Relations, Editing, Advertising, Trade Shows, Online Advertising, Copywriting, Marketing, Market Research, Social Media Marketing, Event Planning, Email Marketing, Marketing Communications, Marketing Strategy, Event Management, Non-profits, Leadership, Nonprofits, Newsletters, Social Media, CRM
Education
Principia College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business, Marketing, Advertising, Finance, Sociology
Randy Patrick, CFP® Randy Patrick, CFP®'s PlanMember Financial Corporation Experience January 2013 - Present
Job Internal Wholesaler (Business Development Specialist) at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Financial Corporation January 2013 - Present
PlanMember Financial Corporation June 2012 - January 2013
PlanMember Financial Corporation July 2010 - June 2012
Splash Cafe January 2000 - March 2009
Skills
Portfolio Optimization, Asset Allocation, Investments, Excel, PowerPoint, Pershing Platform Expert, REIT, Mutual Funds, Stock Trading, Due Diligence, Microsoft Excel, Business Development, Sales, Series 7, Customer Service, Finance, Financial Services, Management, Recruiting, Retirement Planning, Series 63
Education
California State Polytechnic University-Pomona
B.S., Business Finance
PlanMember Financial Corporation January 2013 - Present
PlanMember Financial Corporation June 2012 - January 2013
PlanMember Financial Corporation July 2010 - June 2012
Splash Cafe January 2000 - March 2009
Skills
Portfolio Optimization, Asset Allocation, Investments, Excel, PowerPoint, Pershing Platform Expert, REIT, Mutual Funds, Stock Trading, Due Diligence, Microsoft Excel, Business Development, Sales, Series 7, Customer Service, Finance, Financial Services, Management, Recruiting, Retirement Planning, Series 63
Education
California State Polytechnic University-Pomona
B.S., Business Finance
Troy Dueker Troy Dueker's PlanMember Financial Corporation Experience July 1993 - Present
Job President TEAM Advisors Group PlanMember Financial Center
Industry Financial Services
Experience
PlanMember Financial Corporation July 1993 - Present
Santa Margarita Catholic High School September 1990 - June 1993
Skills
401k, Retirement, Retirement Planning, Mutual Funds, IRAs, Fixed Annuities, Series 63, Series 6, Asset Allocation, Series 7, Wealth Management, Series 24, Investment Advisory
Education
California State University-Northridge 1984 — 1989
BS, Finance
LA Lutheran 1981 — 1984
PlanMember Financial Corporation July 1993 - Present
Santa Margarita Catholic High School September 1990 - June 1993
Skills
401k, Retirement, Retirement Planning, Mutual Funds, IRAs, Fixed Annuities, Series 63, Series 6, Asset Allocation, Series 7, Wealth Management, Series 24, Investment Advisory
Education
California State University-Northridge 1984 — 1989
BS, Finance
LA Lutheran 1981 — 1984
Kevin Fujimoto, MBA Kevin Fujimoto, MBA's PlanMember Financial Corporation Experience June 2013 - Present
Job Trade Desk Specialist and Market Analyst
Industry Financial Services
Experience
PlanMember Financial Corporation June 2013 - Present
Skills
Finance, Financial Analysis, Financial Modeling, Corporate Finance, Stocks, Stock Trading, Stock Picking, Portfolio Management, Project Management, Risk Analysis, Regression Analysis, Calculus, Economics, Alternative Investments, Statistics, Strategic Planning, Business Analysis, Investment Banking, Investment Strategies
Education
California Lutheran University 2012 — 2013
Master of Business Administration (MBA), Finance, General
California Lutheran University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
PlanMember Financial Corporation June 2013 - Present
Skills
Finance, Financial Analysis, Financial Modeling, Corporate Finance, Stocks, Stock Trading, Stock Picking, Portfolio Management, Project Management, Risk Analysis, Regression Analysis, Calculus, Economics, Alternative Investments, Statistics, Strategic Planning, Business Analysis, Investment Banking, Investment Strategies
Education
California Lutheran University 2012 — 2013
Master of Business Administration (MBA), Finance, General
California Lutheran University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Kay Nicholson Kay Nicholson's PlanMember Financial Corporation Experience October 1997 - November 2002
Job
Industry Investment Management
Experience
Makena Capital Management, LLC May 2015 - Present
Bingham, Osborn & Scarborough LLC March 2007 - February 2015
Presidio Financial Partners July 2006 - January 2007
Santa Barbara Asset Management, LLC December 2002 - July 2006
PlanMember Financial Corporation October 1997 - November 2002
Skills
Management, Investments, Wealth Management, Marketing, Project Management, Strategic Planning, Portfolio Management, Business Development, Analysis, Training, Entrepreneurship, Budgets, Business Process Design, Operations Management, Vendor Management, Requirements Analysis, Scalability, Cross-functional Team..., Organizational..., Business Process..., Training & Development, Internal Control..., Due Diligence, Change Management
Education
University of California, Santa Cruz 2012 — 2014
Certificate
Santa Clara University - Leavey School of Business 2007 — 2010
MBA
Fundação Dom Cabral 2009 — 2009
Certificate of Study
The Business School of Sao Paulo 2009 — 2009
Certificate of Study
University of California, Santa Barbara 2003 — 2006
BA
Makena Capital Management, LLC May 2015 - Present
Bingham, Osborn & Scarborough LLC March 2007 - February 2015
Presidio Financial Partners July 2006 - January 2007
Santa Barbara Asset Management, LLC December 2002 - July 2006
PlanMember Financial Corporation October 1997 - November 2002
Skills
Management, Investments, Wealth Management, Marketing, Project Management, Strategic Planning, Portfolio Management, Business Development, Analysis, Training, Entrepreneurship, Budgets, Business Process Design, Operations Management, Vendor Management, Requirements Analysis, Scalability, Cross-functional Team..., Organizational..., Business Process..., Training & Development, Internal Control..., Due Diligence, Change Management
Education
University of California, Santa Cruz 2012 — 2014
Certificate
Santa Clara University - Leavey School of Business 2007 — 2010
MBA
Fundação Dom Cabral 2009 — 2009
Certificate of Study
The Business School of Sao Paulo 2009 — 2009
Certificate of Study
University of California, Santa Barbara 2003 — 2006
BA
Eric Clemow's PlanMember Financial Corporation Experience March 2013 - Present
Job Director of Corporate Training at PlanMember Financial Corporation
Industry Professional Training & Coaching
Experience
PlanMember Financial Corporation March 2013 - Present
First California Bank January 2010 - March 2013
Pacific Capital Bancorp December 2008 - January 2010
Santa Barbara Bank & Trust October 2003 - December 2008
Affinity Bank 2000 - 2003
Skills
Organizational..., Training, Management, Strategy, Human Resources, Project Management, Training Delivery, Change Management, Leadership, Instructor-led Training, Workforce Planning, Talent Management, New Hire Orientations, Workshop Facilitation, Performance Management, Organizational..., Program Facilitation, Coaching, Sales, Employee Relations, Team Building, Succession Planning, Recruiting, Leadership Development, Talent Acquisition, Employee Engagement, Interviews, Career Development, Microsoft Office, Sales Management, Risk Management, Management Development, Onboarding, HRIS, Employee Training, Vendor Management, Deferred Compensation, Instructional Design, Camtasia, Captivate, Strategic Thinking, HR Policies, Corporate Communications, Training Videos, Staff Supervision, Corporate Branding, Benefits Administration, coretrac, Drums, Percussion Performance
Education
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Organizational Psychology and Development
PlanMember Financial Corporation March 2013 - Present
First California Bank January 2010 - March 2013
Pacific Capital Bancorp December 2008 - January 2010
Santa Barbara Bank & Trust October 2003 - December 2008
Affinity Bank 2000 - 2003
Skills
Organizational..., Training, Management, Strategy, Human Resources, Project Management, Training Delivery, Change Management, Leadership, Instructor-led Training, Workforce Planning, Talent Management, New Hire Orientations, Workshop Facilitation, Performance Management, Organizational..., Program Facilitation, Coaching, Sales, Employee Relations, Team Building, Succession Planning, Recruiting, Leadership Development, Talent Acquisition, Employee Engagement, Interviews, Career Development, Microsoft Office, Sales Management, Risk Management, Management Development, Onboarding, HRIS, Employee Training, Vendor Management, Deferred Compensation, Instructional Design, Camtasia, Captivate, Strategic Thinking, HR Policies, Corporate Communications, Training Videos, Staff Supervision, Corporate Branding, Benefits Administration, coretrac, Drums, Percussion Performance
Education
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Organizational Psychology and Development
Katy Close's PlanMember Financial Corporation Experience May 2014 - Present
Job Sales Trainer at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Financial Corporation May 2014 - Present
PlanMember Financial Corporation June 2012 - May 2014
MDI Marketing January 2012 - June 2012
PlanMember Financial Corporation June 2011 - April 2012
The Campus Kitchens Project August 2011 - December 2011
The Florence Newspaper September 2010 - December 2010
Skills
Event Planning, Social Media, Press Releases, Public Relations, Leadership, Customer Service, PowerPoint, Copywriting, Sales, Social Media Marketing
Education
Gonzaga University 2008 — 2012
Bachelor of Arts, Public Relations, Political Science
PlanMember Financial Corporation May 2014 - Present
PlanMember Financial Corporation June 2012 - May 2014
MDI Marketing January 2012 - June 2012
PlanMember Financial Corporation June 2011 - April 2012
The Campus Kitchens Project August 2011 - December 2011
The Florence Newspaper September 2010 - December 2010
Skills
Event Planning, Social Media, Press Releases, Public Relations, Leadership, Customer Service, PowerPoint, Copywriting, Sales, Social Media Marketing
Education
Gonzaga University 2008 — 2012
Bachelor of Arts, Public Relations, Political Science
Dulce Leon Dulce Leon's PlanMember Financial Corporation Experience April 2010 - Present
Job Administrative Support Associate for Fulfillment and Operations
Industry Financial Services
Experience
PlanMember Financial Corporation April 2010 - Present
Advantus Medical International May 2007 - April 2010
Law Offices of Alan H Fenton January 2000 - June 2006
Skills
Customer Service, Microsoft Excel, Microsoft Office, Banking, Strategic Planning, Project Management, Portfolio Management, Accounting, Microsoft outlook, Medical Translation, Medical Billing, Medical Records, Medical Coding, Legal Research, Legal Assistance, Legal Documents, Outlook
Education
Santa Barbara City College 1998 — 2002
Associate of Science (A.S.), Administration of Justice
San Marcos High School 1995 — 1998
High School Diploma
PlanMember Financial Corporation April 2010 - Present
Advantus Medical International May 2007 - April 2010
Law Offices of Alan H Fenton January 2000 - June 2006
Skills
Customer Service, Microsoft Excel, Microsoft Office, Banking, Strategic Planning, Project Management, Portfolio Management, Accounting, Microsoft outlook, Medical Translation, Medical Billing, Medical Records, Medical Coding, Legal Research, Legal Assistance, Legal Documents, Outlook
Education
Santa Barbara City College 1998 — 2002
Associate of Science (A.S.), Administration of Justice
San Marcos High School 1995 — 1998
High School Diploma
Jackeline Benzecry Jackeline Benzecry's PlanMember Financial Corporation Experience 2003 - 2005
Job Head of Studio at Alma DDB
Industry Marketing and Advertising
Experience
Alma August 2015 - Present
Jackie Benz Graphics January 2006 - Present
AutoNation October 2014 - May 2015
Norwegian Cruise Line May 2014 - October 2014
iris worldwide January 2008 - 2014
la comunidad 2010 - 2010
IL VILLAGGIO REALTY January 2006 - January 2008
PlanMember Financial Corporation 2003 - 2005
Santa Barbara City College 2000 - 2003
recycler.com 1997 - 2002
Skills
Art Direction, Advertising, Creative Direction, Graphic Design, Concept Development, Image Manipulation, InDesign, Creative Strategy, Corporate Identity, Brochures, Illustrator, Layout, Adobe Creative Suite, Logo Design, Direct Mail, Marketing, Art, Brand Development, Corporate Branding, Integrated Marketing, Branding & Identity, Interaction Design, Interactive Advertising, Social Media Marketing, Digital Marketing, Online Advertising, Branding
Education
School of Media Arts - Santa Barbara, CA
Graphic Design, Multimedia
Universidade da Amazônia
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alma August 2015 - Present
Jackie Benz Graphics January 2006 - Present
AutoNation October 2014 - May 2015
Norwegian Cruise Line May 2014 - October 2014
iris worldwide January 2008 - 2014
la comunidad 2010 - 2010
IL VILLAGGIO REALTY January 2006 - January 2008
PlanMember Financial Corporation 2003 - 2005
Santa Barbara City College 2000 - 2003
recycler.com 1997 - 2002
Skills
Art Direction, Advertising, Creative Direction, Graphic Design, Concept Development, Image Manipulation, InDesign, Creative Strategy, Corporate Identity, Brochures, Illustrator, Layout, Adobe Creative Suite, Logo Design, Direct Mail, Marketing, Art, Brand Development, Corporate Branding, Integrated Marketing, Branding & Identity, Interaction Design, Interactive Advertising, Social Media Marketing, Digital Marketing, Online Advertising, Branding
Education
School of Media Arts - Santa Barbara, CA
Graphic Design, Multimedia
Universidade da Amazônia
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christopher Wahl Christopher Wahl's PlanMember Financial Corporation Experience March 2015 - May 2015
Job Advisory Operations Representative at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation (NPC) June 2015 - Present
PlanMember Financial Corporation March 2015 - May 2015
PlanMember Financial Corporation July 2013 - March 2015
Providence Health & Services June 2012 - August 2012
Providence Health & Services June 2011 - August 2011
Starbucks 2007 - 2009
Skills
Facebook, Critical Thinking, Marketing Communications, Time Management, Customer Service, Sales, Social Media Marketing, Social Networking, Marketing, Social Media, Microsoft Office, Leadership, Event Planning, Microsoft Excel, PowerPoint, Advertising
Education
California Lutheran University 2010 — 2013
Bachelor of Arts (B.A.), Marketing Communication
University of Washington 2009 — 2010
Chrysalis School
National Planning Corporation (NPC) June 2015 - Present
PlanMember Financial Corporation March 2015 - May 2015
PlanMember Financial Corporation July 2013 - March 2015
Providence Health & Services June 2012 - August 2012
Providence Health & Services June 2011 - August 2011
Starbucks 2007 - 2009
Skills
Facebook, Critical Thinking, Marketing Communications, Time Management, Customer Service, Sales, Social Media Marketing, Social Networking, Marketing, Social Media, Microsoft Office, Leadership, Event Planning, Microsoft Excel, PowerPoint, Advertising
Education
California Lutheran University 2010 — 2013
Bachelor of Arts (B.A.), Marketing Communication
University of Washington 2009 — 2010
Chrysalis School
Andrea Arnold's PlanMember Financial Corporation Experience June 2008 - June 2012
Job Marketing Project and Social Media Manager at Curvature
Industry Financial Services
Experience
Curvature May 2014 - Present
AGIA June 2012 - March 2013
PlanMember Financial Corporation June 2008 - June 2012
Blue Adobe Financial Services February 2006 - January 2008
Joan Luther & Associates July 2003 - July 2005
Skills
Advertising, Marketing Communications, Social Networking, Public Relations, Online Marketing, Editing, Event Planning, Leadership, Marketing Strategy, Social Media Marketing, Writing
Education
Loyola Marymount University
Bachelor of Arts (B.A.)
Curvature May 2014 - Present
AGIA June 2012 - March 2013
PlanMember Financial Corporation June 2008 - June 2012
Blue Adobe Financial Services February 2006 - January 2008
Joan Luther & Associates July 2003 - July 2005
Skills
Advertising, Marketing Communications, Social Networking, Public Relations, Online Marketing, Editing, Event Planning, Leadership, Marketing Strategy, Social Media Marketing, Writing
Education
Loyola Marymount University
Bachelor of Arts (B.A.)
Cynthia Haros's PlanMember Financial Corporation Experience 2008 - 2009
Job Accounting Manager at Bruno Financial
Industry Financial Services
Experience
Bruno Financial March 2015 - Present
Bruno Financial January 2011 - Present
PlanMember Financial Corporation 2008 - 2009
PlanMember Financial Corporation 2006 - 2008
Skills
Financial Analysis, Investments, Banking, Risk Management, Portfolio Management, Strategic Financial..., Retirement Planning, Financial Modeling, Equities, Financial Reporting, Series 7, Series 63, Series 6, Account Management, Accounting, Financial Accounting, Profit Maximization, Business Development, Customer Relations, Wealth Management..., Wealth Preservation..., Financial Planning, Asset Allocation, Asset Management, Customer Service, Customer Experience, Project Management, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Exchange, QuickBooks, Bookkeeping, Account Reconciliation, Project Accounting, Operations Management, Security Operations, Payroll Taxes, Payroll, Quarterly Taxes, Revenue Analysis, Employee Relations, Employee Management, Employee Training, Employment Contracts, Vendor Relationship..., Entertainment Management, Entertainment Industry
Education
California Lutheran University 2011 — 2014
Master of Education (MEd), Student Counseling and Personnel Services, 3.75
University of California, Santa Barbara 2004 — 2006
Bachelor of Arts (BA), Political Science and Government
Bruno Financial March 2015 - Present
Bruno Financial January 2011 - Present
PlanMember Financial Corporation 2008 - 2009
PlanMember Financial Corporation 2006 - 2008
Skills
Financial Analysis, Investments, Banking, Risk Management, Portfolio Management, Strategic Financial..., Retirement Planning, Financial Modeling, Equities, Financial Reporting, Series 7, Series 63, Series 6, Account Management, Accounting, Financial Accounting, Profit Maximization, Business Development, Customer Relations, Wealth Management..., Wealth Preservation..., Financial Planning, Asset Allocation, Asset Management, Customer Service, Customer Experience, Project Management, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Exchange, QuickBooks, Bookkeeping, Account Reconciliation, Project Accounting, Operations Management, Security Operations, Payroll Taxes, Payroll, Quarterly Taxes, Revenue Analysis, Employee Relations, Employee Management, Employee Training, Employment Contracts, Vendor Relationship..., Entertainment Management, Entertainment Industry
Education
California Lutheran University 2011 — 2014
Master of Education (MEd), Student Counseling and Personnel Services, 3.75
University of California, Santa Barbara 2004 — 2006
Bachelor of Arts (BA), Political Science and Government
Steve G. Shipp, CRCP Steve G. Shipp, CRCP's PlanMember Financial Corporation Experience 1989 - 1995
Job Operations at Parsons Financial Advisors
Industry Financial Services
Experience
Parsons Financial Advisors 2015 - Present
Foothill Securities, Inc. 2008 - 2015
Geneos Wealth Management 2007 - 2008
Provident Credit Union 2005 - 2007
Region of Financial Network Investment Corporation 2000 - 2005
A.G. Edwards & Sons 1996 - 2000
Prudential Insurance 1996 - 1996
PlanMember Financial Corporation 1989 - 1995
First Eagle Investment Banker 1989 - 1989
Skills
Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory, Project Management, Chief Compliance Officer, Technology, Surveillance, Risk Management, Sales Management, Supervision, Management, Sales, Insurance, California Life..., Risk & Controls Testing, Complaint Resolution, Branch Inspections, Compliance Training, AML Compliance Officer, Operations Management, Alternative Investments, Arbitration, Mediation, Regulatory Examinations, Board of Directors..., Securities, Mutual Funds, Investments, Financial Planning, Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CRCP Program
California State University-Chico
Parsons Financial Advisors 2015 - Present
Foothill Securities, Inc. 2008 - 2015
Geneos Wealth Management 2007 - 2008
Provident Credit Union 2005 - 2007
Region of Financial Network Investment Corporation 2000 - 2005
A.G. Edwards & Sons 1996 - 2000
Prudential Insurance 1996 - 1996
PlanMember Financial Corporation 1989 - 1995
First Eagle Investment Banker 1989 - 1989
Skills
Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory, Project Management, Chief Compliance Officer, Technology, Surveillance, Risk Management, Sales Management, Supervision, Management, Sales, Insurance, California Life..., Risk & Controls Testing, Complaint Resolution, Branch Inspections, Compliance Training, AML Compliance Officer, Operations Management, Alternative Investments, Arbitration, Mediation, Regulatory Examinations, Board of Directors..., Securities, Mutual Funds, Investments, Financial Planning, Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CRCP Program
California State University-Chico
Kathryn Duffek Kathryn Duffek's PlanMember Financial Corporation Experience July 2015 - Present
Job New Accounts Specialist at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Financial Corporation July 2015 - Present
PlanMember Financial Corporation August 2014 - July 2015
Globerman Physical Therapy December 2014 - May 2015
Kat Fitness and Wellness May 2014 - August 2014
University Village Thousand Oaks January 2014 - May 2014
Dr. Calvin Martindale Optometry February 2011 - May 2014
University Village Thousand Oaks September 2013 - December 2013
Sly Park Basketball School July 2012 - July 2012
Results Physical Therapy & Training Center January 2012 - January 2012
Skills
Exercise Physiology, Strength & Conditioning, Exercise Prescription, Fitness, Basketball, Team Leadership, Skype, Photoshop, Adobe Acrobat, Flute, Event Planning, Coaching, Dependable Team Player, Scanners, Filing, Fitness Training, Experience Working with..., Enjoy Working with..., Telephone Skills, Sports Management, Sports Coaching, Strength Training, Sports Nutrition, Baseball, Weight Training, Athletic Training, Data Entry, Personal Training, Computers, Organization, Interacting with the..., Answering Phones, Friendliness, Hard Worker, Managed Websites, Athletics, Cpr Certified, Nutrition, Wellness, Kinesiology, First Aid, CPR Certified
Education
California Lutheran University 2010 — 2014
Bachelor of Science (B.S.), Exercise Science, Senior
Capital Christian High School 2006 — 2010
PlanMember Financial Corporation July 2015 - Present
PlanMember Financial Corporation August 2014 - July 2015
Globerman Physical Therapy December 2014 - May 2015
Kat Fitness and Wellness May 2014 - August 2014
University Village Thousand Oaks January 2014 - May 2014
Dr. Calvin Martindale Optometry February 2011 - May 2014
University Village Thousand Oaks September 2013 - December 2013
Sly Park Basketball School July 2012 - July 2012
Results Physical Therapy & Training Center January 2012 - January 2012
Skills
Exercise Physiology, Strength & Conditioning, Exercise Prescription, Fitness, Basketball, Team Leadership, Skype, Photoshop, Adobe Acrobat, Flute, Event Planning, Coaching, Dependable Team Player, Scanners, Filing, Fitness Training, Experience Working with..., Enjoy Working with..., Telephone Skills, Sports Management, Sports Coaching, Strength Training, Sports Nutrition, Baseball, Weight Training, Athletic Training, Data Entry, Personal Training, Computers, Organization, Interacting with the..., Answering Phones, Friendliness, Hard Worker, Managed Websites, Athletics, Cpr Certified, Nutrition, Wellness, Kinesiology, First Aid, CPR Certified
Education
California Lutheran University 2010 — 2014
Bachelor of Science (B.S.), Exercise Science, Senior
Capital Christian High School 2006 — 2010
Brian Skelton Brian Skelton's PlanMember Financial Corporation Experience 2000 - 2012
Job Technology Services Professional
Industry Information Technology and Services
Experience
ITSweb October 2000 - Present
PlanMember Financial Corporation 2000 - 2012
Medseek 1998 - 2000
Skills
Customer Service, IT Strategy 2, Sonicwall, Project Management, Data Warehousing, Risk Management, IT Operations, Disaster Recovery, Integration, Computer Hardware, Virtualization, Cloud Computing, Web Content, IT Solutions, ETL Tools, SQL, Graphic Design, Team Leadership, System Design &..., Website & Application..., IT Strategy, Operations..., Software Development, IT Strategy, Microsoft Office, Team Building, Social Networking, Leadership, SaaS, Vendor Management, Ebusiness / Ecommerce, SEO / SEM, Sales, Business Development, Management, Enterprise Software, Program Management, Networking, Strategy, Consulting, Strategic Planning, Business Intelligence, CRM, Salesforce.com
Education
The College of Idaho 1984 — 1987
Bachelor's degree, Business & Communications
Boise State University 1987 — 1988
Communication Training Intensives
Robbins Research Institute 1990 — 1992
Covey Management Training 1992 — 1993
PMI University of Washington 1994 — 1995
ITSweb October 2000 - Present
PlanMember Financial Corporation 2000 - 2012
Medseek 1998 - 2000
Skills
Customer Service, IT Strategy 2, Sonicwall, Project Management, Data Warehousing, Risk Management, IT Operations, Disaster Recovery, Integration, Computer Hardware, Virtualization, Cloud Computing, Web Content, IT Solutions, ETL Tools, SQL, Graphic Design, Team Leadership, System Design &..., Website & Application..., IT Strategy, Operations..., Software Development, IT Strategy, Microsoft Office, Team Building, Social Networking, Leadership, SaaS, Vendor Management, Ebusiness / Ecommerce, SEO / SEM, Sales, Business Development, Management, Enterprise Software, Program Management, Networking, Strategy, Consulting, Strategic Planning, Business Intelligence, CRM, Salesforce.com
Education
The College of Idaho 1984 — 1987
Bachelor's degree, Business & Communications
Boise State University 1987 — 1988
Communication Training Intensives
Robbins Research Institute 1990 — 1992
Covey Management Training 1992 — 1993
PMI University of Washington 1994 — 1995
Matthew Loster Matthew Loster's PlanMember Financial Corporation Experience January 2013 - August 2014
Job Analyst at Callan Associates
Industry Financial Services
Experience
Callan Associates August 2014 - Present
PlanMember Financial Corporation January 2013 - August 2014
Schneider Autohaus October 2012 - December 2012
Santa Barbara Public Library August 2011 - July 2012
Skills
Series 7, Series 65, Series 63, Mutual Funds, Retirement Planning, Customer Service, 403(b), Investments, Financial Analysis, Series 6, Photoshop, Microsoft Word, Illustrator, Microsoft Excel, Finance, Microsoft Office, Portfolio Management, PowerPoint, Public Speaking
Education
2015 Principles CIPM Candidate
Passed Level I of the CFA Program
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (BA), Mathematics
Dos Pueblos High School 2004 — 2008
Callan Associates August 2014 - Present
PlanMember Financial Corporation January 2013 - August 2014
Schneider Autohaus October 2012 - December 2012
Santa Barbara Public Library August 2011 - July 2012
Skills
Series 7, Series 65, Series 63, Mutual Funds, Retirement Planning, Customer Service, 403(b), Investments, Financial Analysis, Series 6, Photoshop, Microsoft Word, Illustrator, Microsoft Excel, Finance, Microsoft Office, Portfolio Management, PowerPoint, Public Speaking
Education
2015 Principles CIPM Candidate
Passed Level I of the CFA Program
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (BA), Mathematics
Dos Pueblos High School 2004 — 2008
Chris Greenan Chris Greenan's PlanMember Financial Corporation Experience July 2012 - Present
Job Senior Product Development Specialist at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Financial Corporation July 2012 - Present
Apeel Sciences May 2013 - May 2014
PlanMember Financial Corporation June 2010 - August 2012
PlanMember Financial Corporation August 2008 - July 2010
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Analysis, Management, Series 63, Fixed Annuities, Financial Services, 401k, Retirement, Competitive Analysis, SQL, Portfolio Management, Equities, Retirement Planning, Sales, Securities, Asset Management, Strategic Financial..., Investment Advisory, Product Development, Wealth Management, Risk Management, Financial Modeling, Financial Analysis, Insurance, Series 6, Financial Planning
Education
University of California, Santa Barbara
BA, Business Economics with Emphasis in Accounting
Granite Bay High School 2000 — 2004
PlanMember Financial Corporation July 2012 - Present
Apeel Sciences May 2013 - May 2014
PlanMember Financial Corporation June 2010 - August 2012
PlanMember Financial Corporation August 2008 - July 2010
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Analysis, Management, Series 63, Fixed Annuities, Financial Services, 401k, Retirement, Competitive Analysis, SQL, Portfolio Management, Equities, Retirement Planning, Sales, Securities, Asset Management, Strategic Financial..., Investment Advisory, Product Development, Wealth Management, Risk Management, Financial Modeling, Financial Analysis, Insurance, Series 6, Financial Planning
Education
University of California, Santa Barbara
BA, Business Economics with Emphasis in Accounting
Granite Bay High School 2000 — 2004
Lowell Ledgerwood Lowell Ledgerwood's PlanMember Financial Corporation Experience 2000 - 2002
Job Treasurer at Diani Building Corp
Industry Construction
Experience
Diani Building Corp 2005 - Present
Special Devices, Inc. 2002 - 2005
PlanMember Financial Corporation 2000 - 2002
Dennis McCoy & Sons 1996 - 2000
Ebensteiner Co. 1995 - 1996
Skills
Accounts Payable, Auditing, Strategic Financial..., Account Reconciliation, CPA, Bank Reconciliation, Accounting Applications, Microsoft Excel, Budgets, Forecasting, Financial Reporting, Financial Modeling, Finance, General Ledger, QuickBooks, Financial Analysis, Accounts Receivable, Microsoft Word, PowerPoint, Microsoft Office, Crystal Reports, Construction Accounting, Software Installation, Financial Accounting, Employee Training, Union Experience, Prevailing Wage, Davis Bacon, Government Contracting, Accounting, Payroll, Construction Management, Strategic Planning, Management, Contract Management, Cash Management, Construction, Leadership, Leadership Development
Education
California Lutheran University 1989 — 1992
Bachelor's degree, Accounting
Diani Building Corp 2005 - Present
Special Devices, Inc. 2002 - 2005
PlanMember Financial Corporation 2000 - 2002
Dennis McCoy & Sons 1996 - 2000
Ebensteiner Co. 1995 - 1996
Skills
Accounts Payable, Auditing, Strategic Financial..., Account Reconciliation, CPA, Bank Reconciliation, Accounting Applications, Microsoft Excel, Budgets, Forecasting, Financial Reporting, Financial Modeling, Finance, General Ledger, QuickBooks, Financial Analysis, Accounts Receivable, Microsoft Word, PowerPoint, Microsoft Office, Crystal Reports, Construction Accounting, Software Installation, Financial Accounting, Employee Training, Union Experience, Prevailing Wage, Davis Bacon, Government Contracting, Accounting, Payroll, Construction Management, Strategic Planning, Management, Contract Management, Cash Management, Construction, Leadership, Leadership Development
Education
California Lutheran University 1989 — 1992
Bachelor's degree, Accounting
Adrian Prado Adrian Prado's PlanMember Financial Corporation Experience June 2013 - Present
Job Business Development Marketing Coordinator at PlanMember Financial Corporation
Industry Nonprofit Organization Management
Experience
PlanMember Financial Corporation June 2013 - Present
PlanMember Financial Corporation March 2011 - June 2013
Whittier College August 2010 - November 2010
Orange County Blue Stars: Advanced Soccer Media March 2010 - October 2010
Wells Fargo Bank July 2007 - March 2009
Wells Fargo October 2007 - August 2008
Notre Dame de Namur University January 2007 - May 2008
Skills
Social Networking, Public Relations, Marketing Communications, Marketing Strategy, Marketing, Event Management, Advertising, Market Research, Non-profits, Account Management, Sales, Marketing Management, Press Releases, Community Outreach, Social Media Marketing, Event Planning, Coaching, Social Media, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Nonprofits, Research, Recruiting, Management
Education
Notre Dame de Namur University 2007 — 2009
BS, Marketing Management
Notre Dame de Namur University
Bachelor of Science (B.S.), Business Management with a concentration in Marketing
PlanMember Financial Corporation June 2013 - Present
PlanMember Financial Corporation March 2011 - June 2013
Whittier College August 2010 - November 2010
Orange County Blue Stars: Advanced Soccer Media March 2010 - October 2010
Wells Fargo Bank July 2007 - March 2009
Wells Fargo October 2007 - August 2008
Notre Dame de Namur University January 2007 - May 2008
Skills
Social Networking, Public Relations, Marketing Communications, Marketing Strategy, Marketing, Event Management, Advertising, Market Research, Non-profits, Account Management, Sales, Marketing Management, Press Releases, Community Outreach, Social Media Marketing, Event Planning, Coaching, Social Media, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Nonprofits, Research, Recruiting, Management
Education
Notre Dame de Namur University 2007 — 2009
BS, Marketing Management
Notre Dame de Namur University
Bachelor of Science (B.S.), Business Management with a concentration in Marketing
Claudia Satori Claudia Satori's PlanMember Financial Corporation Experience August 2000 - November 2001
Job Owner, GodSpace Religious Books, Gifts & Music
Industry Retail
Experience
GodSpace December 2005 - Present
Temporary Services November 2001 - June 2006
PlanMember Financial Corporation August 2000 - November 2001
Nancy Garton & Associates February 1998 - August 2000
Connecticut Mutual/MassMutual March 1993 - August 1994
Kmart Corporation January 1991 - March 1993
Self August 1986 - October 1989
Kazanjian Bros, Inc January 1974 - December 1981
Skills
Sales, Retail, Web Design, CRM, Books, Public Speaking, Social Media, Blogging, Social Networking, Editing, Event Planning, Public Relations, Nonprofits, Fundraising, Facebook, Event Management, Religion, Social Media Marketing, Newsletters
Education
Loyola Marymount University 1972 — 1976
Bachelor of Arts
Mayfield Senior School
High School Diploma
GodSpace December 2005 - Present
Temporary Services November 2001 - June 2006
PlanMember Financial Corporation August 2000 - November 2001
Nancy Garton & Associates February 1998 - August 2000
Connecticut Mutual/MassMutual March 1993 - August 1994
Kmart Corporation January 1991 - March 1993
Self August 1986 - October 1989
Kazanjian Bros, Inc January 1974 - December 1981
Skills
Sales, Retail, Web Design, CRM, Books, Public Speaking, Social Media, Blogging, Social Networking, Editing, Event Planning, Public Relations, Nonprofits, Fundraising, Facebook, Event Management, Religion, Social Media Marketing, Newsletters
Education
Loyola Marymount University 1972 — 1976
Bachelor of Arts
Mayfield Senior School
High School Diploma
Jason Penley Jason Penley's PlanMember Financial Corporation Experience January 2008 - March 2014
Job Senior Software Engineer at TBConsulting
Industry Computer Software
Experience
TBConsulting February 2015 - Present
CyraCom June 2014 - January 2015
PlanMember Financial Corporation January 2008 - March 2014
Neotechnic Services March 2005 - January 2008
Snelson Companies September 2002 - March 2005
D-Tech June 2000 - September 2002
Roc Technologies April 1998 - March 2000
Longview Inspection July 1995 - April 1998
Skills
Very quick learner, Broad technology..., Use Case Diagrams, Web Applications, Programming, Requirements Gathering, UML, Use Case Analysis, Business Requirements, Systems Analysis, User Acceptance Testing, Functional..., Waterfall, C#, .NET, WCF, SQL, Requirements Analysis, Web Services, Enterprise Architecture, MySQL
Education
University of California, Santa Barbara 1993 — 1995
Computer Science
TBConsulting February 2015 - Present
CyraCom June 2014 - January 2015
PlanMember Financial Corporation January 2008 - March 2014
Neotechnic Services March 2005 - January 2008
Snelson Companies September 2002 - March 2005
D-Tech June 2000 - September 2002
Roc Technologies April 1998 - March 2000
Longview Inspection July 1995 - April 1998
Skills
Very quick learner, Broad technology..., Use Case Diagrams, Web Applications, Programming, Requirements Gathering, UML, Use Case Analysis, Business Requirements, Systems Analysis, User Acceptance Testing, Functional..., Waterfall, C#, .NET, WCF, SQL, Requirements Analysis, Web Services, Enterprise Architecture, MySQL
Education
University of California, Santa Barbara 1993 — 1995
Computer Science
Karen Greenfield Karen Greenfield's PlanMember Financial Corporation Experience June 2000 - March 2001
Job Freelance Writer and Editor
Industry Writing and Editing
Experience
Self June 2004 - Present
McGraw-Hill March 2001 - June 2004
PlanMember Financial Corporation June 2000 - March 2001
The Writing Company December 1998 - June 1999
Brooks/Cole Publishing November 1996 - May 1998
West Educational Publishing July 1990 - October 1996
Skills
Copy Editing, Editorial, Proofreading, Editing, Copywriting, Newsletters, Textbooks, Social Media, Books, Brochures, Illustration, Publishing, Web Content, Freelance Writing, Content Development, Publications, Online Publishing, Ebooks, Manuscript, Art, Content Management, Novels, Text Editing, Magazines, Content Strategy, Academic Publishing
Education
UCLA 1986 — 1990
Bachelor of Arts, English Literature
Self June 2004 - Present
McGraw-Hill March 2001 - June 2004
PlanMember Financial Corporation June 2000 - March 2001
The Writing Company December 1998 - June 1999
Brooks/Cole Publishing November 1996 - May 1998
West Educational Publishing July 1990 - October 1996
Skills
Copy Editing, Editorial, Proofreading, Editing, Copywriting, Newsletters, Textbooks, Social Media, Books, Brochures, Illustration, Publishing, Web Content, Freelance Writing, Content Development, Publications, Online Publishing, Ebooks, Manuscript, Art, Content Management, Novels, Text Editing, Magazines, Content Strategy, Academic Publishing
Education
UCLA 1986 — 1990
Bachelor of Arts, English Literature
Kimberly Wilkes's PlanMember Financial Corporation Experience August 1991 - Present
Job Human Resources at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Financial Corporation August 1991 - Present
Santa Barbara Chapter American Payroll Assoc 2009 - 2011
J Wilkes January 2001 - June 2010
The Doctors Company June 1986 - June 1991
Skills
401k, Retirement, Investments, Asset Managment, Strategic Financial..., Insurance, Finance, Health Insurance, Employee Relations, Due Diligence, Risk Management, Asset Management, Microsoft Excel, Securities, Wealth Management, Retirement Planning, Financial Planning, Customer Service, Microsoft Office
Education
Chapman University 1983 — 1985
MA, Human Resources Management & Development
Randolph-Macon College 1978 — 1982
BS, English, Psychology
PlanMember Financial Corporation August 1991 - Present
Santa Barbara Chapter American Payroll Assoc 2009 - 2011
J Wilkes January 2001 - June 2010
The Doctors Company June 1986 - June 1991
Skills
401k, Retirement, Investments, Asset Managment, Strategic Financial..., Insurance, Finance, Health Insurance, Employee Relations, Due Diligence, Risk Management, Asset Management, Microsoft Excel, Securities, Wealth Management, Retirement Planning, Financial Planning, Customer Service, Microsoft Office
Education
Chapman University 1983 — 1985
MA, Human Resources Management & Development
Randolph-Macon College 1978 — 1982
BS, English, Psychology
Dan Poe Dan Poe's PlanMember Financial Corporation Experience June 2010 - July 2013
Job CFS Associate AWMA at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2013 - Present
PlanMember Financial Corporation June 2010 - July 2013
Skills
Series 6, Series 63, Series 7, Series 24, Series 65, Series 53, California Life and...
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration (B.B.A.), Finance, General; Marketing, General
Northwestern Mutual August 2013 - Present
PlanMember Financial Corporation June 2010 - July 2013
Skills
Series 6, Series 63, Series 7, Series 24, Series 65, Series 53, California Life and...
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration (B.B.A.), Finance, General; Marketing, General
Raul Reynoso's PlanMember Financial Corporation Experience 2000 - 2005
Job VP Engineering at SpokenLayer
Industry Internet
Experience
SpokenLayer June 2013 - Present
SpokenLayer February 2013 - June 2013
The Daily October 2012 - December 2012
Crowd Fusion (now Ceros) 2011 - 2012
William Davidson Institute August 2009 - September 2011
Webology Solutions October 2007 - March 2010
Blue Cross Blue Shield of Michigan 2007 - 2008
Arizona Bay 2004 - 2005
PlanMember Financial Corporation 2000 - 2005
Skills
Non-profits, HTML, Software Development, Entrepreneurship, Program Management, Web Development, Economic Development, Web Applications, Policy Analysis, International..., Nonprofits, Research, Social Entrepreneurship, Consulting, CMS, Strategic Planning, Business Strategy, Strategy, Start-ups, Project Management, Data Analysis, Analysis, Leadership, User Experience, Public Policy, Web Services, Policy, JavaScript, Government, Web Design, CSS, Agile Methodologies, PHP, Proposal Writing, International Relations, Enterprise Software, Management
Education
University of California, Berkeley 2005 — 2007
Masters, Public Policy
University of California, Berkeley 1993 — 1997
BA, Political Science
SpokenLayer June 2013 - Present
SpokenLayer February 2013 - June 2013
The Daily October 2012 - December 2012
Crowd Fusion (now Ceros) 2011 - 2012
William Davidson Institute August 2009 - September 2011
Webology Solutions October 2007 - March 2010
Blue Cross Blue Shield of Michigan 2007 - 2008
Arizona Bay 2004 - 2005
PlanMember Financial Corporation 2000 - 2005
Skills
Non-profits, HTML, Software Development, Entrepreneurship, Program Management, Web Development, Economic Development, Web Applications, Policy Analysis, International..., Nonprofits, Research, Social Entrepreneurship, Consulting, CMS, Strategic Planning, Business Strategy, Strategy, Start-ups, Project Management, Data Analysis, Analysis, Leadership, User Experience, Public Policy, Web Services, Policy, JavaScript, Government, Web Design, CSS, Agile Methodologies, PHP, Proposal Writing, International Relations, Enterprise Software, Management
Education
University of California, Berkeley 2005 — 2007
Masters, Public Policy
University of California, Berkeley 1993 — 1997
BA, Political Science
Danielle Bunnell's PlanMember Financial Corporation Experience 2014 - Present
Job Registered Representative/Retirement Planning/Life Insurance Sales
Industry Financial Services
Experience
PlanMember Financial Corporation 2014 - Present
Midland National Life Insurance Company 2008 - Present
Epoch Jeans Inc. 2003 - 2008
Skills
Apparel, Marketing, Marketing Strategy, Advertising, Merchandising, Retail, Microsoft Office, Fashion, Life Insurance, Sales Management, Fixed Annuities, Customer Satisfaction, Customer Service, Social Networking, Sales
Education
University of California, Santa Barbara 1992 — 1997
PlanMember Financial Corporation 2014 - Present
Midland National Life Insurance Company 2008 - Present
Epoch Jeans Inc. 2003 - 2008
Skills
Apparel, Marketing, Marketing Strategy, Advertising, Merchandising, Retail, Microsoft Office, Fashion, Life Insurance, Sales Management, Fixed Annuities, Customer Satisfaction, Customer Service, Social Networking, Sales
Education
University of California, Santa Barbara 1992 — 1997
Kent Christian's PlanMember Financial Corporation Experience December 2000 - December 2003
Job President at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors July 2012 - Present
Wells Fargo Advisors January 2009 - July 2012
Wachovia Securities December 2005 - January 2009
Raymond James Financial December 2003 - December 2005
PlanMember Financial Corporation December 2000 - December 2003
Banc of America Investments August 1983 - September 2000
NationsBank 1983 - 2000
Education
Duke University 1979 — 1983
A.B., Economics
Wells Fargo Advisors July 2012 - Present
Wells Fargo Advisors January 2009 - July 2012
Wachovia Securities December 2005 - January 2009
Raymond James Financial December 2003 - December 2005
PlanMember Financial Corporation December 2000 - December 2003
Banc of America Investments August 1983 - September 2000
NationsBank 1983 - 2000
Education
Duke University 1979 — 1983
A.B., Economics
Jen Rossignol's PlanMember Financial Corporation Experience June 2012 - Present
Job Marketing Supervisor, PlanMember Financial Corp.
Industry Financial Services
Experience
PlanMember Financial Corporation June 2012 - Present
LA Fitness 1999 - Present
PlanMember Financial Corporation July 2006 - June 2012
First American Property & Casualty July 2003 - July 2006
Skills
Photoshop, Proficient in InDesign, PowerPoint, MS Office Suite, Event/Workshop Planning, Rep support, Tradeshows, Trade Shows, Sales, Microsoft Excel, Microsoft Office, Advertising, Customer Service, Leadership, Management, Marketing, Insurance, Marketing Strategy, Salesforce.com, Event Planning, Social Media Marketing, Marketing Communications, Social Networking, Strategic Planning, Team Building
Education
California State University-Long Beach - College of Business Administration 1999 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Carpinteria High School 1991 — 1994
PlanMember Financial Corporation June 2012 - Present
LA Fitness 1999 - Present
PlanMember Financial Corporation July 2006 - June 2012
First American Property & Casualty July 2003 - July 2006
Skills
Photoshop, Proficient in InDesign, PowerPoint, MS Office Suite, Event/Workshop Planning, Rep support, Tradeshows, Trade Shows, Sales, Microsoft Excel, Microsoft Office, Advertising, Customer Service, Leadership, Management, Marketing, Insurance, Marketing Strategy, Salesforce.com, Event Planning, Social Media Marketing, Marketing Communications, Social Networking, Strategic Planning, Team Building
Education
California State University-Long Beach - College of Business Administration 1999 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Carpinteria High School 1991 — 1994
Bill Kemble, CFA's PlanMember Financial Corporation Experience 2006 - Present
Job CFO / SVP at PlanMember Financial
Industry Financial Services
Experience
PlanMember Financial Corporation 2006 - Present
Shell Solar 2002 - 2006
Royal Dutch Shell 2000 - 2002
Shell Capital 1998 - 2000
Shell Oil Company 1986 - 1998
Skills
Risk Management, Treasury, Asset Managment, Accounting, Finance, Treasury Management, Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Asset Management, Strategic Financial..., Portfolio Management
Education
Purdue University - Krannert School of Management 1996 — 1998
MBA
University of California, Santa Barbara 1983 — 1986
BA, Business Economics
PlanMember Financial Corporation 2006 - Present
Shell Solar 2002 - 2006
Royal Dutch Shell 2000 - 2002
Shell Capital 1998 - 2000
Shell Oil Company 1986 - 1998
Skills
Risk Management, Treasury, Asset Managment, Accounting, Finance, Treasury Management, Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Asset Management, Strategic Financial..., Portfolio Management
Education
Purdue University - Krannert School of Management 1996 — 1998
MBA
University of California, Santa Barbara 1983 — 1986
BA, Business Economics
Mary Oeffling's PlanMember Financial Corporation Experience March 2000 - March 2001
Job Senior Manager Internal Communications at Deckers Brands
Industry Public Relations and Communications
Experience
Deckers Brands September 2014 - Present
Amgen Inc. March 2001 - September 2014
PlanMember Financial Corporation March 2000 - March 2001
Skills
Corporate Communications, Crisis Communications, Media Relations, Internal Communications, Communications Strategy, Strategic Communications, Organizational Change, Change Management, Executive Communications, Community Relations, Process Improvement, Strategic Planning, Communication Training, Communications Planning, Reputation Management, Message Development, Public Affairs, Marketing Strategy, Corporate Social..., Speech Writing, Newsletters, Corporate Branding, Community Development, Strategy, Leadership
Education
University of California, Los Angeles
BA, Design
San Francisco State University
Teaching Credential
Deckers Brands September 2014 - Present
Amgen Inc. March 2001 - September 2014
PlanMember Financial Corporation March 2000 - March 2001
Skills
Corporate Communications, Crisis Communications, Media Relations, Internal Communications, Communications Strategy, Strategic Communications, Organizational Change, Change Management, Executive Communications, Community Relations, Process Improvement, Strategic Planning, Communication Training, Communications Planning, Reputation Management, Message Development, Public Affairs, Marketing Strategy, Corporate Social..., Speech Writing, Newsletters, Corporate Branding, Community Development, Strategy, Leadership
Education
University of California, Los Angeles
BA, Design
San Francisco State University
Teaching Credential
Kimberly Globerman's PlanMember Financial Corporation Experience December 2003 - Present
Job Human Resources Associate at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Financial Corporation December 2003 - Present
Windstar Cruises / Ambassadors International Inc. May 1998 - July 2003
WindStar Cruises 1998 - 2003
Santa Barbara Bank & Trust January 1999 - July 2000
Skills
Employee Relations, Event Planning, Event Management, PowerPoint, Excel, Customer Service, Visio, Recruitment/Retention, College Recruiting, Management, Public Relations, Human Resources, Leadership, Training, Microsoft Excel, Recruiting, Interviews, Personnel Management, Employee Benefits, Research, Onboarding, Coaching, Organizational..., Administration, Team Building, Social Networking, Outlook, Employee Training
Education
UCSB Extension 2010 — 2013
Certificate Progrom, Human Resource Management
Long Island University, C.W. Post Campus
Bachelor's Degree, BFA in Theater & Dance
High School of Music and Art
High School Diploma, Voice
Baldwin
PlanMember Financial Corporation December 2003 - Present
Windstar Cruises / Ambassadors International Inc. May 1998 - July 2003
WindStar Cruises 1998 - 2003
Santa Barbara Bank & Trust January 1999 - July 2000
Skills
Employee Relations, Event Planning, Event Management, PowerPoint, Excel, Customer Service, Visio, Recruitment/Retention, College Recruiting, Management, Public Relations, Human Resources, Leadership, Training, Microsoft Excel, Recruiting, Interviews, Personnel Management, Employee Benefits, Research, Onboarding, Coaching, Organizational..., Administration, Team Building, Social Networking, Outlook, Employee Training
Education
UCSB Extension 2010 — 2013
Certificate Progrom, Human Resource Management
Long Island University, C.W. Post Campus
Bachelor's Degree, BFA in Theater & Dance
High School of Music and Art
High School Diploma, Voice
Baldwin
Cory Reynolds, QPA, CPC's PlanMember Financial Corporation Experience October 1996 - May 1998
Job Retirement Plan Consultant
Industry Financial Services
Experience
MGKS July 2001 - Present
PNC June 1998 - April 2001
PlanMember Financial Corporation October 1996 - May 1998
PlanMember Financial Corporation January 1996 - October 1996
Skills
Retirement Plan..., Profit Sharing, Pensions, Management, Defined Benefit, 401k, Pension Administration, Defined Contribution, Actuarial Science, Qualified Retirement..., Retirement, Retirement Planning, ERISA
Education
Central Washington University 1991 — 1995
Bachelor of Science, Finance and Human Resources
Arizona State University 2001 — 2003
Master of Business Administration (M.B.A.)
MGKS July 2001 - Present
PNC June 1998 - April 2001
PlanMember Financial Corporation October 1996 - May 1998
PlanMember Financial Corporation January 1996 - October 1996
Skills
Retirement Plan..., Profit Sharing, Pensions, Management, Defined Benefit, 401k, Pension Administration, Defined Contribution, Actuarial Science, Qualified Retirement..., Retirement, Retirement Planning, ERISA
Education
Central Washington University 1991 — 1995
Bachelor of Science, Finance and Human Resources
Arizona State University 2001 — 2003
Master of Business Administration (M.B.A.)
Janine Captan's PlanMember Financial Corporation Experience January 2014 - Present
Job Transition Coordinator
Industry Financial Services
Experience
PlanMember Financial Corporation January 2014 - Present
SJNDEN Property Management May 2013 - October 2013
Runway Production January 2011 - May 2013
Eisai 2011 - 2011
Eisai 2009 - 2011
Eisai 2005 - 2009
Eisai 2004 - 2005
California Tan 2002 - 2004
MTV Networks 2001 - 2002
Sears, Roebuck and Co. 1999 - 2001
Skills
Project Planning, Team Coordination, People Skills, Marketing Communications, Corporate Communications, Corporate Events, Advertising, Promotional Products, Computer Literate, Medical Terminology, Pharmaceutical Sales, Office Management, Commercial Operations, Business Operations, Team Building, Event Planning, Management, Sales, Project Management, Product Launch, Corporate Gifts, Pharmaceutical Industry, Time Management, Cross-functional Team..., Process Improvement, Strategy, Leadership, Teamwork, Program Management, Oncology, Customer Service, Marketing, Sales Operations
Education
Fairleigh Dickinson University 2005 — 2009
Bachelor of Arts, Communications, 3.8
PlanMember Financial Corporation January 2014 - Present
SJNDEN Property Management May 2013 - October 2013
Runway Production January 2011 - May 2013
Eisai 2011 - 2011
Eisai 2009 - 2011
Eisai 2005 - 2009
Eisai 2004 - 2005
California Tan 2002 - 2004
MTV Networks 2001 - 2002
Sears, Roebuck and Co. 1999 - 2001
Skills
Project Planning, Team Coordination, People Skills, Marketing Communications, Corporate Communications, Corporate Events, Advertising, Promotional Products, Computer Literate, Medical Terminology, Pharmaceutical Sales, Office Management, Commercial Operations, Business Operations, Team Building, Event Planning, Management, Sales, Project Management, Product Launch, Corporate Gifts, Pharmaceutical Industry, Time Management, Cross-functional Team..., Process Improvement, Strategy, Leadership, Teamwork, Program Management, Oncology, Customer Service, Marketing, Sales Operations
Education
Fairleigh Dickinson University 2005 — 2009
Bachelor of Arts, Communications, 3.8
Zahid Sadiq's PlanMember Financial Corporation Experience November 2000 - July 2011
Job Deputy Chief Compliance Officer at Mercer Gobal Advisors
Industry Financial Services
Experience
Murphyking Real Estate January 2008 - Present
Mutual Advisors, LLC May 2013 - February 2015
Mutual Securities, Inc. May 2012 - February 2015
PlanMember Financial Corporation November 2000 - July 2011
Self Employed Entrepreneur January 1993 - September 2003
Education
Syracuse University 1983 — 1985
MS, Communications
Brooks Institute of Photography
Cinematography
Murphyking Real Estate January 2008 - Present
Mutual Advisors, LLC May 2013 - February 2015
Mutual Securities, Inc. May 2012 - February 2015
PlanMember Financial Corporation November 2000 - July 2011
Self Employed Entrepreneur January 1993 - September 2003
Education
Syracuse University 1983 — 1985
MS, Communications
Brooks Institute of Photography
Cinematography
Lisa Guerrero, CPA's PlanMember Financial Corporation Experience June 2008 - August 2008
Job Manager at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC July 2011 - June 2014
PwC September 2009 - June 2011
Crocs, Inc September 2008 - December 2009
PlanMember Financial Corporation June 2008 - August 2008
Clipper Windpower June 2007 - July 2007
Skills
Financial Audits, Real Estate, Financial Reporting, US GAAP, Acquisitions, Disposition, Financial Modeling, SEC filings, CPA, External Audit, GAAP, Accounting, Auditing
Education
University of Notre Dame 2005 — 2009
BA, Accountancy
Pontificia Universidad Católica de Chile 2007 — 2007
PwC July 2014 - Present
PwC July 2011 - June 2014
PwC September 2009 - June 2011
Crocs, Inc September 2008 - December 2009
PlanMember Financial Corporation June 2008 - August 2008
Clipper Windpower June 2007 - July 2007
Skills
Financial Audits, Real Estate, Financial Reporting, US GAAP, Acquisitions, Disposition, Financial Modeling, SEC filings, CPA, External Audit, GAAP, Accounting, Auditing
Education
University of Notre Dame 2005 — 2009
BA, Accountancy
Pontificia Universidad Católica de Chile 2007 — 2007
Lee Hays's PlanMember Financial Corporation Experience 2000 - Present
Job New Accounts Specialist at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Financial Corporation 2000 - Present
Skills
Investments, Insurance, Financial Services, Investment Advisory, Wealth Management, Retirement Planning, Customer Service, Securities, Strategic Financial..., Equities, Finance, Asset Managment
Education
CSU Sacramento
PlanMember Financial Corporation 2000 - Present
Skills
Investments, Insurance, Financial Services, Investment Advisory, Wealth Management, Retirement Planning, Customer Service, Securities, Strategic Financial..., Equities, Finance, Asset Managment
Education
CSU Sacramento
Debbie Radley's PlanMember Financial Corporation Experience March 2007 - July 2012
Job Investment Specialist at First Interstate Wealth Management
Industry Financial Services
Experience
First Interstate Wealth Management October 2012 - Present
PlanMember Financial Corporation March 2007 - July 2012
Education
Brigham Young University
Bachelor's degree, Business/Managerial Economics
First Interstate Wealth Management October 2012 - Present
PlanMember Financial Corporation March 2007 - July 2012
Education
Brigham Young University
Bachelor's degree, Business/Managerial Economics
Dan Poe's PlanMember Financial Corporation Experience March 2011 - May 2013
Job CFS associate at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2013 - Present
PlanMember Financial Corporation March 2011 - May 2013
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Bachelor of Science (BS), Finance, General
Northwestern Mutual June 2013 - Present
PlanMember Financial Corporation March 2011 - May 2013
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Bachelor of Science (BS), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY