Platinum Financial Group
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Platinum Financial Group Employees
Employee
Years
Job
Industry
Fernando E. Lopez Fernando E. Lopez's Platinum Financial Group Experience October 2002 - October 2006
Job President at SF Benefits
Industry Insurance
Experience
SF Benefits April 2009 - Present
SF Benefits April 2009 - Present
BeneLopez November 2006 - March 2009
Platinum Financial Group October 2002 - October 2006
Scudder Weisel Capital November 2000 - June 2002
AllAdvantage.com November 1999 - November 2000
McKesson August 1997 - July 1999
ProBusiness April 1996 - April 1997
Newmont Gold Company April 1995 - April 1996
Interlac Inc. July 1994 - April 1995
Skills
Accounting, Advertising, Analysis, Auditing, Banking, Brokers, Budgets, Business Development, C, CRM, Change Management, Contract Negotiation, Critical Illness, Customer Service, Disability Insurance, Employee Benefits, Enterprise Software, Finance, Financial Analysis, Financial Services, Fixed Annuities, Forecasting, Health Insurance, Health Savings Accounts, Human Resources, Insurance, Integration, Investments, Leadership, Life Insurance, Management, Market Research, Marketing, Marketing Strategy, Negotiation, Payroll, PeopleSoft, Program Management, Recruiting, Retirement Planning, SAP, Sales, Small Business, Strategic Planning, Strategy, Telecommunications, Term Life Insurance, Training
Education
San Francisco State University
Bachelor of Science (BS), International Business
SF Benefits April 2009 - Present
SF Benefits April 2009 - Present
BeneLopez November 2006 - March 2009
Platinum Financial Group October 2002 - October 2006
Scudder Weisel Capital November 2000 - June 2002
AllAdvantage.com November 1999 - November 2000
McKesson August 1997 - July 1999
ProBusiness April 1996 - April 1997
Newmont Gold Company April 1995 - April 1996
Interlac Inc. July 1994 - April 1995
Skills
Accounting, Advertising, Analysis, Auditing, Banking, Brokers, Budgets, Business Development, C, CRM, Change Management, Contract Negotiation, Critical Illness, Customer Service, Disability Insurance, Employee Benefits, Enterprise Software, Finance, Financial Analysis, Financial Services, Fixed Annuities, Forecasting, Health Insurance, Health Savings Accounts, Human Resources, Insurance, Integration, Investments, Leadership, Life Insurance, Management, Market Research, Marketing, Marketing Strategy, Negotiation, Payroll, PeopleSoft, Program Management, Recruiting, Retirement Planning, SAP, Sales, Small Business, Strategic Planning, Strategy, Telecommunications, Term Life Insurance, Training
Education
San Francisco State University
Bachelor of Science (BS), International Business
Bruce Frankel, MBA, CFP®, AIF® Bruce Frankel, MBA, CFP®, AIF®'s Platinum Financial Group Experience 2003 - 2005
Job Wealth Consultant for Successful Entrepreneurs • Wealth Speaker & Author
Industry Financial Services
Experience
Yerba Buena Financial Partners, LLC 2005 - Present
Yerba Buena Wealth Advisors, LLC May 2013 - Present
Platinum Financial Group 2003 - 2005
WorldRes, EMEA 1997 - 2001
Magic Edge 1993 - 1996
Carmel Valley Ranch Resort 1987 - 1991
Skills
Entrepreneurship, Wealth Management, Business Planning, Estate Planning, High Net Worth..., Retirement, Investments, Charitable Giving, Strategic Financial..., Financial Planners, Portfolio Management, Wealth Management..., Small Business, Retirement Planning, Risk Management, Mutual Funds, Alternative Investments, Estate Law, Investment Advisory, Investment Management, Consulting, IRAs, Financial Services, Educational Consulting, Financial Planning, Wealth, Financial Advisory, Business Insurance..., Personal Insurance..., Retirement Counseling, College Planning, Tax Planning, Qualified Plan Design, Estate Transition, 401k
Education
Golden Gate University 2002 — 2004
Graduate Certificate in Financial Planning, Comprehensive Financial Planning
EDHEC Business School 2001 — 2002
MBA with Honors, International Business and Entrepreneurship
University of Nevada-Las Vegas 1981 — 1984
BS, Business with specialty in Hospitality Management
Yerba Buena Financial Partners, LLC 2005 - Present
Yerba Buena Wealth Advisors, LLC May 2013 - Present
Platinum Financial Group 2003 - 2005
WorldRes, EMEA 1997 - 2001
Magic Edge 1993 - 1996
Carmel Valley Ranch Resort 1987 - 1991
Skills
Entrepreneurship, Wealth Management, Business Planning, Estate Planning, High Net Worth..., Retirement, Investments, Charitable Giving, Strategic Financial..., Financial Planners, Portfolio Management, Wealth Management..., Small Business, Retirement Planning, Risk Management, Mutual Funds, Alternative Investments, Estate Law, Investment Advisory, Investment Management, Consulting, IRAs, Financial Services, Educational Consulting, Financial Planning, Wealth, Financial Advisory, Business Insurance..., Personal Insurance..., Retirement Counseling, College Planning, Tax Planning, Qualified Plan Design, Estate Transition, 401k
Education
Golden Gate University 2002 — 2004
Graduate Certificate in Financial Planning, Comprehensive Financial Planning
EDHEC Business School 2001 — 2002
MBA with Honors, International Business and Entrepreneurship
University of Nevada-Las Vegas 1981 — 1984
BS, Business with specialty in Hospitality Management
Robert Dana Robert Dana's Platinum Financial Group Experience October 2001 - October 2004
Job Partner at Spirit Bikes
Industry Photography
Experience
Spirit Bikes January 2010 - Present
Wells Fargo January 2008 - March 2012
Lending Tree July 2007 - June 2008
Prairie Real Estate Advisors October 2004 - July 2006
Platinum Financial Group October 2001 - October 2004
Lake Forest Auto Detail/Distinctive Auto Detail September 1990 - October 2001
Skills
Business Development, Product Development, Production Development, Strategic Planning, New Business Development, Marketing, Mortgage Banking, Mortgage Lending, Commercial Lending, Loans, Loan Origination, Credit, Refinance, Credit Analysis, Banking, FHA
Education
Elmhurst College
BS, MBA, Finance
Spirit Bikes January 2010 - Present
Wells Fargo January 2008 - March 2012
Lending Tree July 2007 - June 2008
Prairie Real Estate Advisors October 2004 - July 2006
Platinum Financial Group October 2001 - October 2004
Lake Forest Auto Detail/Distinctive Auto Detail September 1990 - October 2001
Skills
Business Development, Product Development, Production Development, Strategic Planning, New Business Development, Marketing, Mortgage Banking, Mortgage Lending, Commercial Lending, Loans, Loan Origination, Credit, Refinance, Credit Analysis, Banking, FHA
Education
Elmhurst College
BS, MBA, Finance
Timothy Floyd Timothy Floyd's Platinum Financial Group Experience May 1993 - December 2005
Job Business Development and Consultation
Industry Financial Services
Experience
Business Development and Consultation September 2011 - Present
Wells Fargo Home Mortgage July 2009 - July 2011
Integrated Lending January 2005 - July 2009
Platinum Financial Group May 1993 - December 2005
Hollingworth and Lord Mortgage Bankers/Dolson Financial Group LLC (Merger) November 1990 - May 1993
AMC Financial October 1987 - November 1990
Wellington Funding October 1987 - December 1989
Trent Financial February 1984 - October 1987
Skills
Credit, Loans, FHA, Mortgage Lending, Finance, Microsoft Office, Loan Origination, Microsoft Excel, Microsoft Word, Outlook, Underwriting, Business Development, Real Estate Development, Due Diligence, Real Estate Transactions, Real Estate, Project Management, Management, Risk Management
Education
University of Colorado Boulder
University of Colorado Boulder
Business Development and Consultation September 2011 - Present
Wells Fargo Home Mortgage July 2009 - July 2011
Integrated Lending January 2005 - July 2009
Platinum Financial Group May 1993 - December 2005
Hollingworth and Lord Mortgage Bankers/Dolson Financial Group LLC (Merger) November 1990 - May 1993
AMC Financial October 1987 - November 1990
Wellington Funding October 1987 - December 1989
Trent Financial February 1984 - October 1987
Skills
Credit, Loans, FHA, Mortgage Lending, Finance, Microsoft Office, Loan Origination, Microsoft Excel, Microsoft Word, Outlook, Underwriting, Business Development, Real Estate Development, Due Diligence, Real Estate Transactions, Real Estate, Project Management, Management, Risk Management
Education
University of Colorado Boulder
University of Colorado Boulder
Tina Trexler Tina Trexler's Platinum Financial Group Experience March 2004 - February 2005
Job Mandarin Oriental Hotel Group
Industry Hospitality
Experience
Self Employed February 2005 - Present
Medley Capital September 2014 - April 2015
Mandarin Oriental Hotel Group July 2005 - August 2013
Bravo port February 2004 - March 2005
Platinum Financial Group March 2004 - February 2005
LegalMatch March 2003 - April 2004
Pacific Islands Club Saipan March 1999 - March 2001
Skills
Adobe, Microsoft Office, Photoshop, Raiser's Edge, Excel, PowerPoint, Fitness Training, Nutrition Education, Organizational..., Weight Training, Marketing, Microsoft Excel, Sales, Management, Customer Service, Hotels, Restaurants, Hospitality Management, Casino, Banquets, Resorts, Tourism, Training, Sales Management, Event Management, Rooms Division, Program Management, Social Media, Event Planning, Catering, Public Relations, Leadership, Hospitality, Food & Beverage, Front Office, Hotel Management, Social Networking, Budgets, Social Media Marketing, Pre-opening, Marketing Strategy, Team Building, Coaching, Hospitality Industry, Nutrition
Education
California State University-Chico
Bachelor's degree, International Relations and Affairs
UNLV
Self Employed February 2005 - Present
Medley Capital September 2014 - April 2015
Mandarin Oriental Hotel Group July 2005 - August 2013
Bravo port February 2004 - March 2005
Platinum Financial Group March 2004 - February 2005
LegalMatch March 2003 - April 2004
Pacific Islands Club Saipan March 1999 - March 2001
Skills
Adobe, Microsoft Office, Photoshop, Raiser's Edge, Excel, PowerPoint, Fitness Training, Nutrition Education, Organizational..., Weight Training, Marketing, Microsoft Excel, Sales, Management, Customer Service, Hotels, Restaurants, Hospitality Management, Casino, Banquets, Resorts, Tourism, Training, Sales Management, Event Management, Rooms Division, Program Management, Social Media, Event Planning, Catering, Public Relations, Leadership, Hospitality, Food & Beverage, Front Office, Hotel Management, Social Networking, Budgets, Social Media Marketing, Pre-opening, Marketing Strategy, Team Building, Coaching, Hospitality Industry, Nutrition
Education
California State University-Chico
Bachelor's degree, International Relations and Affairs
UNLV
Andre LaFlamme Andre LaFlamme's Platinum Financial Group Experience July 2003 - March 2005
Job Owner, Performance Marketing and Consulting
Industry Marketing and Advertising
Experience
Performance Marketing & Consulting October 2006 - Present
Platinum Financial Group July 2003 - March 2005
Skills
Web Design, Mobile Website Design, Search Engine..., Mobile Marketing, Search Advertising, Mobile Advertising, QR Code Marketing, Social Media Marketing, Location Based Marketing, Remarketing, Social Media Monitoring, Social CRM Software, Organic Search, Local Search, Landing Page..., Location Based Services, Web Project Management, Online Reputation..., Mobile Landing Page..., Online Marketing, Email Marketing, Email Design, Social Media, Graphic Design, Website Development, Marketing Strategy, Advertising, SEO, Marketing, Google Analytics, Internet Strategy, SEM, Google Adwords, Web Analytics
Education
University of North Florida
Bachelor of Arts (BA), Marketing
Seabreeze High School, Daytona Beach
Performance Marketing & Consulting October 2006 - Present
Platinum Financial Group July 2003 - March 2005
Skills
Web Design, Mobile Website Design, Search Engine..., Mobile Marketing, Search Advertising, Mobile Advertising, QR Code Marketing, Social Media Marketing, Location Based Marketing, Remarketing, Social Media Monitoring, Social CRM Software, Organic Search, Local Search, Landing Page..., Location Based Services, Web Project Management, Online Reputation..., Mobile Landing Page..., Online Marketing, Email Marketing, Email Design, Social Media, Graphic Design, Website Development, Marketing Strategy, Advertising, SEO, Marketing, Google Analytics, Internet Strategy, SEM, Google Adwords, Web Analytics
Education
University of North Florida
Bachelor of Arts (BA), Marketing
Seabreeze High School, Daytona Beach
Isaac Esquenazi's Platinum Financial Group Experience July 2005 - July 2008
Job BRIME, LLC
Industry Financial Services
Experience
BRIME, LLC January 2014 - Present
Marketing Manager September 2011 - Present
JPMorgan Chase September 2010 - September 2011
JPMorgan Chase Bank August 2010 - September 2011
Auto Relief Group January 2010 - June 2010
Relief Group International/Auto Relief Group December 2009 - June 2010
HighTech Locksmiths, Inc. July 2008 - August 2009
High Tech Locksmiths July 2008 - July 2009
Platinum Financial Group July 2005 - July 2008
Platinum Financial Group May 2005 - July 2008
Skills
Operations Management, Marketing Strategy, Loan Origination, Referrals, Mortgage Lending, Credit, Loans, Refinance, Residential Mortgages, Strategic Financial..., Budgets, Sales Management, Financial Analysis, FHA, Real Estate, New Business Development, Sales, Mortgage Banking, Chinese Bonds, Mexican Bonds, LTN's, Banking, Finance, Management, Marketing, Mergers & Acquisitions
Education
University of Florida 1981 — 1984
BSBA, Marketing
University of Florida - Warrington College of Business Administration 1981 — 1984
BSBA in Marketing Dec. 1984, Business, Marketing
BRIME, LLC January 2014 - Present
Marketing Manager September 2011 - Present
JPMorgan Chase September 2010 - September 2011
JPMorgan Chase Bank August 2010 - September 2011
Auto Relief Group January 2010 - June 2010
Relief Group International/Auto Relief Group December 2009 - June 2010
HighTech Locksmiths, Inc. July 2008 - August 2009
High Tech Locksmiths July 2008 - July 2009
Platinum Financial Group July 2005 - July 2008
Platinum Financial Group May 2005 - July 2008
Skills
Operations Management, Marketing Strategy, Loan Origination, Referrals, Mortgage Lending, Credit, Loans, Refinance, Residential Mortgages, Strategic Financial..., Budgets, Sales Management, Financial Analysis, FHA, Real Estate, New Business Development, Sales, Mortgage Banking, Chinese Bonds, Mexican Bonds, LTN's, Banking, Finance, Management, Marketing, Mergers & Acquisitions
Education
University of Florida 1981 — 1984
BSBA, Marketing
University of Florida - Warrington College of Business Administration 1981 — 1984
BSBA in Marketing Dec. 1984, Business, Marketing
Andrew Lenich's Platinum Financial Group Experience January 2011 - Present
Job Financial Advisor/ Partner at Platinum Financial Group
Industry Financial Services
Experience
Platinum Financial Group January 2011 - Present
Prostatis Financial Advisors Group August 2007 - November 2011
Skills
Investments, Strategic Financial..., Finance, Insurance, Retirement Planning, Wealth Management
Education
University of Maryland College Park
Accounting Major
Platinum Financial Group January 2011 - Present
Prostatis Financial Advisors Group August 2007 - November 2011
Skills
Investments, Strategic Financial..., Finance, Insurance, Retirement Planning, Wealth Management
Education
University of Maryland College Park
Accounting Major
Erin Corn's Platinum Financial Group Experience October 2012 - Present
Job Associate Advisor at Platinum Financial Group
Industry Financial Services
Experience
Platinum Financial Group October 2012 - Present
Arnold Chiropractic Center August 2000 - March 2010
Chiropractic Office August 2000 - March 2010
Education
2016University of MarylandCollege
Bachelor of Arts, Communication
Anne Arundel Community College
Associate, Communication Studies
Baltimore School of Massage
Platinum Financial Group October 2012 - Present
Arnold Chiropractic Center August 2000 - March 2010
Chiropractic Office August 2000 - March 2010
Education
2016University of MarylandCollege
Bachelor of Arts, Communication
Anne Arundel Community College
Associate, Communication Studies
Baltimore School of Massage
Christopher Schipske, CPA, CFP(r)'s Platinum Financial Group Experience August 2010 - Present
Job President/Owner of Platinum Financial Group, LLC
Industry Financial Services
Experience
Platinum Financial Group August 2010 - Present
Calvert Investments January 2002 - January 2003
Rydex Investments January 1998 - January 2002
Skills
Customer Service, QuickBooks, Budgets, Financial Reporting, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Accounts Receivable, Account Reconciliation
Education
Salisbury University 1992 — 1994
Accounting, Accounting
Ocean County College 1989 — 1990
none, Computer Science
Platinum Financial Group August 2010 - Present
Calvert Investments January 2002 - January 2003
Rydex Investments January 1998 - January 2002
Skills
Customer Service, QuickBooks, Budgets, Financial Reporting, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Accounts Receivable, Account Reconciliation
Education
Salisbury University 1992 — 1994
Accounting, Accounting
Ocean County College 1989 — 1990
none, Computer Science