Pollock Financial Group

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Pollock Financial Group Employees

Employee
Years
Job
Industry
Badria Meskinyar Badria Meskinyar Hayward, California Details
Badria Meskinyar's Pollock Financial Group Experience June 2010 - July 2015
Job Administrative Assistant
Industry Financial Services
Experience
Pollock Financial Group   June 2010 - July 2015
Sares-Regis Group  January 2007 - June 2010

Skills
QuickBooks, Accounts Receivable, Microsoft Excel, Payroll, Accounts Payable, Business Development, Microsoft Word, Team Building

Education
California State University-East Bay   1997 — 2002
Graphic Design

California State University-East Bay
Bachelor of Arts- Graphic Design

Baxter Roberson Baxter Roberson San Francisco Bay Area Details
Baxter Roberson's Pollock Financial Group Experience June 2008 - August 2008
Job Director of Marketing and Customer Success at Quad Analytix
Industry Management Consulting
Experience
Quad Analytix  August 2015 - Present
Quad Analytix  May 2014 - July 2015
Quad Analytix  August 2013 - May 2014
Quad Analytix  February 2013 - July 2013
Bain & Company  August 2012 - July 2013
Bain & Company  September 2010 - July 2012
Berkeley Consulting  January 2007 - June 2010
MokaFive  June 2009 - August 2009
Pollock Financial Group   June 2008 - August 2008

Education
University of California, Berkeley, Haas School of Business   2006 — 2010
B.S. in Business Administration, B.A. Minor in English, Business Administration, English

University of Oxford   2009 — 2009
Visting Student, Management and Economics, English Language and Literature

Sham Pieper, FMP | SFP Sham Pieper, FMP | SFP San Francisco Bay Area Details
Sham Pieper, FMP | SFP's Pollock Financial Group Experience February 2009 - June 2011
Job Office Administrator at Red Hat
Industry Financial Services
Experience
Red Hat  January 2012 - Present
The Swig Company  September 2011 - December 2011
Pollock Financial Group   February 2009 - June 2011
PageMill Properties   November 2008 - January 2009
Cypress Properties Group, LLC   May 2000 - October 2008
Egghead,com  August 1999 - May 2000
Drs. Michael & Rosalinda Taymor   March 1999 - August 1999
Rangestar   1997 - 1999
Slipnet.inc   1995 - 1997
F & E Check Protector   1993 - 1995

Skills
Payroll, Accounts Payable, Accounts Receivable, Invoicing, QuickBooks, Accounting, Facilities Management, Account Reconciliation, Bookkeeping, Small Business, Customer Service, Microsoft Excel, General Ledger, 10 Key, Microsoft Office, Microsoft Word, Organization, Office Management, Office Administration, Project Management, Strategic Planning, Vendor Management, Volunteer Management, OS X, Yardi, Zimbra, Event Management, Multi Tasking, PowerPoint, Administrative..., Administration

Education
George Mason University   2014 — 2014
Certicate of Facilities Management, Facilities Planning and Management

San Jose City College   2012 — 2012
Integrated Project Delivery

City College of San Francisco   1991 — 1993

Hank Heath Hank Heath Portland, Oregon Area Details
Hank Heath's Pollock Financial Group Experience 1987 - 1990
Job Founder and President of OnSite Financial, Inc.
Industry Staffing and Recruiting
Experience
On-Site Financial   1992 - Present
Association for Corporate Growth (ACG)   2009 - 2011
American Association of Finance and Accounting   2006 - 2010
Financial Exec Networking Group (FENG)   2003 - 2010
Oregon Entrepreneurs Network  1998 - 2005
Pollock Financial Group   1987 - 1990
PricewaterhouseCoopers  1985 - 1986
Hantzmon, Wiebel & Company, CPA's   1982 - 1985

Skills
Contract Negotiation, Accounting, Entrepreneur, Recruiting, Business Analysis, Business Planning, Financial Analysis, Financial Modeling, Financial Reporting, M&A due diligence, Asset Based Lending, Lines Of Credit, Fundraising, Sell Side, Buy-side

Education
James Madison University - College of Business   1979 — 1982
Bachelor of Business Administration, Accounting

Harrisonburg

Shippensburg University of Pennsylvania

Julie Ann Utley Julie Ann Utley Reno, Nevada Area Details
Julie Ann Utley's Pollock Financial Group Experience June 1998 - June 2000
Job Owner, Jewels Benefits, Inc.
Industry Insurance
Experience
Jewels Benefits, Inc.   January 2002 - Present
Hendricks & Associates   October 2000 - December 2001
Pollock Financial Group   June 1998 - June 2000
ABD Insurance and Financial Services  March 1996 - June 1998
Great-West Life and Annuity Insurance Company  March 1992 - March 1996
3-Way Corporation   November 1990 - February 1992

Skills
Long Term Care, Insurance, Disability Insurance, Health Insurance, Employee Benefits, Brokers, Group Health, Group Benefits, Cafeteria Plans, Health Savings Accounts, Medicare Supplements, Term Life Insurance, Critical Illness, Accident, Group Medical, Health Plans, Whole Life, COBRA, Worksite, Medicare, Long-term Care, Voluntary Employee..., Benefits Administration, Health Policy, Universal Life, Long Term Care Insurance, Managed Care, HMO, Fixed Annuities, Health Care Reform, Life Insurance, PPO, Claim, Underwriting, Human Resources, General Insurance, Account Management, Self-funded, Affordable Care Act, Group Insurance, Insurance Brokerage, Workers Compensation, 401k, Dental Insurance, Vision Insurance, Small Business, Sales, Public Speaking, Networking

Education
Orange Coast College

Zach Nolan Zach Nolan Tampa, Florida Details
Zach Nolan's Pollock Financial Group Experience July 2011 - August 2011
Job HFF
Industry Real Estate
Experience
HFF  January 2013 - Present
RJS Realty   October 2011 - January 2012
Pollock Financial Group   July 2011 - August 2011
Stanford Football  August 2006 - January 2011
Merrill Lynch  June 2010 - July 2010
Xora, Inc.   June 2009 - July 2009

Skills
Real Estate, Investment Properties, Marketing, Mergers & Acquisitions, Investments, Finance, Brokerage, Analysis, Sales, Acquisitions, Microsoft Excel, Public Speaking, Real Estate Development

Education
Stanford University   2010 — 2011
Master of Science (MS), Management Science and Engineering

Stanford University   2006 — 2010
Bachelor of Arts (B.A.), Economics

Selene Medios Selene Medios San Jose, California Details
Selene Medios's Pollock Financial Group Experience February 2009 - December 2012
Job Client Service Representative at CBA Premier Insurance Solutions, Inc.
Industry Insurance
Experience
CBA Premier Insurance Solutions, Inc.   December 2012 - Present
Pollock Financial Group   February 2009 - December 2012

Skills
Insurance, Employee Benefits, Microsoft Office, Outlook

Education
San Francisco State University   2007 — 2009
Bachelor's degree, Sociology

Ed Morey Ed Morey San Francisco Bay Area Details
Ed Morey's Pollock Financial Group Experience April 2002 - Present
Job Consultant at Private Law Firm
Industry Computer Networking
Experience
Private Law Firm  November 2009 - Present
SciClone Pharmaceuticals  June 2004 - Present
Peninsula Covenant Church  May 2004 - Present
EJMnetwork LLC EJMbackups   June 2003 - Present
Pollock Financial Group   April 2002 - Present
EJMnetworks LLC   April 2001 - Present
NuGEN Technologies  2002 - May 2009
Intraspect Software  1999 - 2002
Southwall Technologies  April 1998 - December 1999
Araxsys Inc.   November 1995 - April 1998

Skills
Windows Server, Servers, Microsoft Exchange, Networking, Java, Firewalls, Salesforce.com, Technical Support, .NET

Education
California State University Stanislaus   1980 — 1984

Rachel Lopez Rachel Lopez San Francisco Bay Area Details
Rachel Lopez's Pollock Financial Group Experience May 2006 - March 2007
Job Accountant at Awe Sum Organics. Inc.
Industry Semiconductors
Experience
Awe Sum Organics. Inc.   August 2015 - Present
Tradin Organic Agriculture B.V.   April 2012 - August 2015
Noren Products   September 2011 - February 2012
Santa Cruz Metro Transportation District   May 2011 - September 2011
KI Custom Construction, Inc   April 2009 - November 2010
Pollock Financial Group   May 2006 - March 2007
Pioneer Hi-Bred International, Inc  October 2004 - May 2006
Pollock Corporation   August 2002 - October 2004

Skills
Microsoft Excel, Microsoft Office, Management, Public Speaking, Customer Service, Microsoft Word, Strategic Planning, Budgets, PowerPoint, Nonprofits, Event Management

Education
San Jose State University   2002 — 2004
Bachelors Degree: Bachelors, Sociology

Zachary Pollock Zachary Pollock Portola Valley, California Details
Zachary Pollock's Pollock Financial Group Experience January 2014 - Present
Job Associate at Newmark Cornish & Carey
Industry Financial Services
Experience
Newmark Cornish & Carey  November 2014 - Present
Pollock Financial Group   January 2014 - Present
Golden State Warriors  February 2012 - April 2013

Skills
Commercial Real Estate, Real Estate Development, Investment Properties, Sports Management, Customer Service, Sports Marketing

Education
Menlo College   2009 — 2010
Bachelor's Degree, Business, Management, Sports Management

Loyola Marymount University   2005 — 2009

Jazmin Godinez Jazmin Godinez Redwood City, California Details
Jazmin Godinez's Pollock Financial Group Experience June 2007 - October 2007
Job Relocation Specialist at Assured Relocation
Industry Insurance
Experience
Assured Relocation  March 2008 - Present
Laurel Street Arts   October 2007 - February 2008
Pollock Financial Group   June 2007 - October 2007

Skills
Microsoft Office, Bilingual-English/Spanis..., Customer Service, Customer Satisfaction, Learn New Software..., Phone Etiquette, Multi Tasking, Multi-line Phone, Leadership, Patience, Motivation, Self-starter, Self-driven, Self-confidence, Discipline, Can Do Approach, Dependable Team Player, Positive Can-do Attitude, Short Sales, Seniors, Insurance, Foreclosures, Telephone Skills, Negotiation, First Time Home Buyers, Microsoft Excel, Sellers, Condos, Corporate Relocation, Referrals, Relocation, Property, Real Estate, Fax, Filing, Leases, Sales, Rentals

Education
Cañada College
Psychology & Interdisciplinary Studies

Elisha Pollock Elisha Pollock San Luis Obispo, California Details
Elisha Pollock's Pollock Financial Group Experience February 2013 - July 2013
Job Tutor at Cuesta College
Industry Real Estate
Experience
Cuesta College  February 2015 - Present
Pacific Union  March 2013 - Present
Pollock Financial Group   February 2013 - July 2013
Portola Kitchen   December 2012 - February 2013
Le Cirque des Enfants   2010 - 2011
Hillview Middle School  2009 - 2010
Menlo Park Presbyterian Church  2008 - 2010

Skills
PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Customer Service

Education
Cal Poly San Luis Obispo   2015 — 2017
Bachelor's Degree, Economics

Cuesta College   2013 — 2015
Associate's Degree, Business Administration and Management, General, 3.9

Menlo Atherton High School   2008 — 2012
3.9

CJ Emery CJ Emery San Francisco Bay Area Details
CJ Emery's Pollock Financial Group Experience May 1999 - July 2000
Job HR Total Rewards and Systems Manager at Raytheon Applied Signal Technology
Industry Human Resources
Experience
Raytheon Applied Signal Technology  August 2009 - Present
Space Systems Loral  June 2008 - August 2009
Esurance  January 2004 - May 2008
Siebel Systems  June 2003 - December 2003
Gymboree  November 2000 - January 2002
Pollock Financial Group   May 1999 - July 2000
Pen-Cal  February 1994 - April 1999

Skills
PeopleSoft, ADP Payroll, Project Management, Oracle, SAP, Microsoft Office, Sarbanes-Oxley, ERISA, Process Simulation, Employee Benefits, Performance Management, Employee Relations, Benefits Administration, HRIS

Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics

Marcy Veit Marcy Veit Cupertino, California Details
Marcy Veit's Pollock Financial Group Experience 2006 - 2015
Job Owner: Let's Get That Buttoned Up
Industry Accounting
Experience
Pollock Financial Group   2006 - 2015
Pollock Financial Group   2001 - 2006
Pollock Financial Group   1998 - 2001

Skills
Accounts Payable, Budgets, Accounts Receivable, Bookkeeping, Financial Analysis, Payroll, Financial Reporting, Quickbooks, Reconciliation, Problem Solving, Auditing, General Ledger, Budgeting, Cash Management, Cash Flow, Excel, Account Reconciliation, Administration

Education
Sacramento City College   1967 — 1969
AA, Dental Assisting

Bill Ring Bill Ring San Francisco Bay Area Details
Bill Ring's Pollock Financial Group Experience 1985 - 1986
Job Senior Vice President and Regional Director at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services  1999 - Present
Robertson Stephens Investment Management   1995 - 1999
Wells Fargo Trust Company   1993 - 1995
Wells Fargo Private Bank  1987 - 1993
San Francisco 49ers  1981 - 1987
Pollock Financial Group   1985 - 1986
Dean Witter Reynolds  1983 - 1984

Education
Brigham Young University
Bachelor of Business Administration (BBA), Finance

Bill Olive Bill Olive Tampa/St. Petersburg, Florida Area Details
Bill Olive's Pollock Financial Group Experience January 2011 - Present
Job National Sales Director at Pollock Financial Group
Industry Financial Services
Experience
Pollock Financial Group   January 2011 - Present
AdzZoo  January 2009 - Present
Omega Brokerage Group   January 2008 - March 2014
Primerica Financial Services  December 1978 - December 2001

Skills
Small Business, Online Advertising, New Business Development, Marketing Strategy, Social Media Marketing, Advertising, Social Networking, Marketing, Sales, Social Media, Network Marketing, Facebook, Email Marketing, Lead Generation, B2B, Direct Marketing, Marketing Communications, SEM, Coaching, Direct Sales, Entrepreneurship, Sales Management, Account Management

Education
University of South Florida   1968 — 1970
Bachelor of Science (BS), Chemisty

Dirk Leone Dirk Leone San Jose, California Details
Dirk Leone's Pollock Financial Group Experience June 1998 - December 2012
Job Corporate Benefit Advisor for Employee Benefits, Executive Benefits and Retirement Plans
Industry Insurance
Experience
CBA Premier Insurance Solutions, Inc.   January 2013 - Present
Pollock Financial Group   June 1998 - December 2012

Skills
Employee Benefits, 401k, Disability Insurance, Life Insurance, Term Life Insurance, Retirement, Long-term Care, Deferred Compensation, Succession Planning, Series 63, Series 7

Education
California State University-Chico   1982 — 1987
Bacholor of Science, Business Administration, Marketing

Sonoma Valley High School   1979 — 1982