Pollock Financial Group
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Pollock Financial Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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