Precision Wealth
Description
Address: 188 Summerfield St, Scarsdale, NY 10583 Phone: (914) 574-5451Website: : : : Place name: Hours: : : Category: : Website: http://www.precisionwealthsolutions.com/location.cfm Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Precision Wealth Solutions Posting publicly on the Web Write a review Reviews Be the first to review
Precision Wealth List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Precision Wealth. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Precision Wealth Salaries. You can even request information on how much does Precision Wealth pay if you want to. Learn about salaries, pros and cons of working for Precision Wealth directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
15 Precision Wealth employees in database. Find out everything there's to know about Precision Wealth employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Precision Wealth Employees
Employee
Years
Job
Industry
James Landin James Landin's Precision Wealth Experience May 2012 - January 2013
Job Owner & Founder at Live Infinite Supply Co.
Industry Restaurants
Experience
Live Infinite Supply Co. January 2014 - Present
Darden Restaurants October 2006 - Present
Precision Wealth May 2012 - January 2013
Skills
Social Networking, Customer Service, Public Speaking, Entrepreneurship, Social Media, Sales, Social Media Marketing, PowerPoint, Marketing, Fundraising, Team Leadership, Microsoft Excel, Team Building, Microsoft Word, Microsoft Office, Research, Small Business, Public Relations, Marketing Strategy, Strategic Planning, Strategic Financial..., College Savings Plans, Retirement Planning, Business Overhead..., Fixed Annuities, Budgets
Education
California State University-Fullerton - College of Business and Economics 2006 — 2011
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
Redlands
Live Infinite Supply Co. January 2014 - Present
Darden Restaurants October 2006 - Present
Precision Wealth May 2012 - January 2013
Skills
Social Networking, Customer Service, Public Speaking, Entrepreneurship, Social Media, Sales, Social Media Marketing, PowerPoint, Marketing, Fundraising, Team Leadership, Microsoft Excel, Team Building, Microsoft Word, Microsoft Office, Research, Small Business, Public Relations, Marketing Strategy, Strategic Planning, Strategic Financial..., College Savings Plans, Retirement Planning, Business Overhead..., Fixed Annuities, Budgets
Education
California State University-Fullerton - College of Business and Economics 2006 — 2011
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
Redlands
Alan Bender Alan Bender's Precision Wealth Experience July 2004 - Present
Job Wealth Management Director at Precision Wealth Parkland Securities/Sigma Planning Corporation
Industry Financial Services
Experience
Precision Wealth July 2004 - Present
Transamerica Financial Advisors, Inc. July 2004 - April 2007
Royal Alliance Associates INC January 2003 - June 2004
Skills
Retirement Planning, Tactical Planning, Strategic Planning, Wealth Management, Wealth Preservation..., 401k, Investment Advisory, Financial Advisory, Insurance, Life Insurance, Asset Allocation, IRAs, Series 7, Series 65, Wealth Accumulation, Variable Annuities, Fixed Annuities, Bonds, Stock Exchange, Stocks
Education
California State University-Fullerton 1998 — 2002
Bachelor of Business Administration (BBA)
Servite High School 1994 — 1998
Precision Wealth July 2004 - Present
Transamerica Financial Advisors, Inc. July 2004 - April 2007
Royal Alliance Associates INC January 2003 - June 2004
Skills
Retirement Planning, Tactical Planning, Strategic Planning, Wealth Management, Wealth Preservation..., 401k, Investment Advisory, Financial Advisory, Insurance, Life Insurance, Asset Allocation, IRAs, Series 7, Series 65, Wealth Accumulation, Variable Annuities, Fixed Annuities, Bonds, Stock Exchange, Stocks
Education
California State University-Fullerton 1998 — 2002
Bachelor of Business Administration (BBA)
Servite High School 1994 — 1998
Darah Pan Darah Pan's Precision Wealth Experience October 2012 - February 2013
Job Recruitment Coordinator at SmartSource Providers
Industry Staffing and Recruiting
Experience
SmartSource Providers April 2013 - Present
Precision Wealth October 2012 - February 2013
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Technical Recruiting, Onboarding, Human Resources, Internet Recruiting, Sourcing, College Recruiting, Contract Recruitment, Talent Management, Employee Relations, Interviews, Screening Resumes, Executive Search, Recruitment Advertising, Screening, Temporary Placement, HRIS, Temporary Staffing
Education
UCLA 2008 — 2012
Bachelor of Arts (B.A.), Sociology
SmartSource Providers April 2013 - Present
Precision Wealth October 2012 - February 2013
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Technical Recruiting, Onboarding, Human Resources, Internet Recruiting, Sourcing, College Recruiting, Contract Recruitment, Talent Management, Employee Relations, Interviews, Screening Resumes, Executive Search, Recruitment Advertising, Screening, Temporary Placement, HRIS, Temporary Staffing
Education
UCLA 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Wesley Salao Wesley Salao's Precision Wealth Experience June 2005 - Present
Job Registered Representative at Parkland Securities Company, LLC
Industry Financial Services
Experience
Pinnacle Financial and Insurance Services Corp. April 2009 - Present
PARKLAND SECURITIES LIMITED April 2006 - Present
Precision Wealth June 2005 - Present
Education
University of California, Berkeley 1995 — 1999
California State University-Hayward - School of Business and Economics 2003 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Pinnacle Financial and Insurance Services Corp. April 2009 - Present
PARKLAND SECURITIES LIMITED April 2006 - Present
Precision Wealth June 2005 - Present
Education
University of California, Berkeley 1995 — 1999
California State University-Hayward - School of Business and Economics 2003 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Kaiping Su Kaiping Su's Precision Wealth Experience May 2005 - January 2007
Job Business Strategy, Operations, & Analysis
Industry Internet
Experience
Cisco October 2014 - Present
Cisco July 2012 - October 2014
Cisco May 2011 - August 2011
General Electric Healthcare March 2011 - April 2011
PIMCO February 2007 - May 2010
Precision Wealth May 2005 - January 2007
Skills
Quantitative Analytics, Quantitative Analysis, Tableau, Financial Analysis, Financial Modeling, Project Management, Strategy, Analytics, Marketing Strategy, Program Management, Microsoft Excel, Business Development, Project Planning, Valuation, Analysis, PowerPoint, Cross-functional Team..., Project Execution, Qualitative Research, Mergers & Acquisitions, Corporate Finance, Excel, Sales Process, Demand Forecasting, Revenue Forecasting, Planning Budgeting &..., Management, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
University of California, San Diego 2001 — 2005
BS, Management Science - Economics
Cisco October 2014 - Present
Cisco July 2012 - October 2014
Cisco May 2011 - August 2011
General Electric Healthcare March 2011 - April 2011
PIMCO February 2007 - May 2010
Precision Wealth May 2005 - January 2007
Skills
Quantitative Analytics, Quantitative Analysis, Tableau, Financial Analysis, Financial Modeling, Project Management, Strategy, Analytics, Marketing Strategy, Program Management, Microsoft Excel, Business Development, Project Planning, Valuation, Analysis, PowerPoint, Cross-functional Team..., Project Execution, Qualitative Research, Mergers & Acquisitions, Corporate Finance, Excel, Sales Process, Demand Forecasting, Revenue Forecasting, Planning Budgeting &..., Management, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
University of California, San Diego 2001 — 2005
BS, Management Science - Economics
Syed Sohaib Syed Sohaib's Precision Wealth Experience April 2007 - August 2008
Job Expert Investment Planning Analyst at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company January 2015 - Present
Pacific Gas and Electric Company November 2013 - January 2015
Pacific Gas and Electric Company August 2012 - November 2013
CSC May 2011 - May 2012
Amacksoft, Inc August 2008 - May 2011
Precision Wealth April 2007 - August 2008
Lockheed Martin August 2003 - May 2004
Skills
Matlab, Word, PowerPoint, Excel, Labview, AutoCAD, ERP, Quantitative Analysis, SAP R/3, Fortran, Microsoft Office, Change Management, Six Sigma, Financial Planning, SAP, Lotus Notes, Microsoft Excel, Valuation, Quantitative Analytics, Microsoft Word, Strategic Financial..., Access, Management
Education
Stanford University 2015 — 2016
Strategic Decision Making and Risk Management
University of Southern California 2008 — 2010
Masters Degree, Engineering Management
University of Southern California 2005 — 2006
Masters Degree, Aerospace and Mechanical Engineering
University of Florida 2000 — 2004
Bachelors Degree, Aerospace Engineering
Pacific Gas and Electric Company January 2015 - Present
Pacific Gas and Electric Company November 2013 - January 2015
Pacific Gas and Electric Company August 2012 - November 2013
CSC May 2011 - May 2012
Amacksoft, Inc August 2008 - May 2011
Precision Wealth April 2007 - August 2008
Lockheed Martin August 2003 - May 2004
Skills
Matlab, Word, PowerPoint, Excel, Labview, AutoCAD, ERP, Quantitative Analysis, SAP R/3, Fortran, Microsoft Office, Change Management, Six Sigma, Financial Planning, SAP, Lotus Notes, Microsoft Excel, Valuation, Quantitative Analytics, Microsoft Word, Strategic Financial..., Access, Management
Education
Stanford University 2015 — 2016
Strategic Decision Making and Risk Management
University of Southern California 2008 — 2010
Masters Degree, Engineering Management
University of Southern California 2005 — 2006
Masters Degree, Aerospace and Mechanical Engineering
University of Florida 2000 — 2004
Bachelors Degree, Aerospace Engineering
Akemi Lee Akemi Lee's Precision Wealth Experience January 2010 - September 2010
Job Owner at Hapa Cupcakes
Industry Education Management
Experience
Hapa Cupcakes Personal BankerJPMorgan Chase BankOctober 2010 - May 2011
Chase Bank September 2010 - April 2011
Precision Wealth January 2010 - September 2010
Wells Fargo Bank June 2007 - February 2010
Wells Fargo June 2006 - December 2008
Halloween Superstore June 2008 - November 2008
RIP Halloween Store May 2008 - November 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2009
Finance
Mihaylo Business School, Cal State Fullerton
Business Administration
Hapa Cupcakes Personal BankerJPMorgan Chase BankOctober 2010 - May 2011
Chase Bank September 2010 - April 2011
Precision Wealth January 2010 - September 2010
Wells Fargo Bank June 2007 - February 2010
Wells Fargo June 2006 - December 2008
Halloween Superstore June 2008 - November 2008
RIP Halloween Store May 2008 - November 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2009
Finance
Mihaylo Business School, Cal State Fullerton
Business Administration
Joseph Trucchio's Precision Wealth Experience August 2009 - June 2010
Job Experienced Healthcare Project Manager Radiant and Cupid Certified
Industry Hospital & Health Care
Experience
National Decision Support Company February 2015 - Present
Epic June 2013 - January 2015
Korea Tech University July 2010 - March 2013
Precision Wealth August 2009 - June 2010
Skills
Software Project..., DICOM, RESTful architecture, Epic Systems, Microsoft Office, Marketing, Microsoft Excel, Customer Service, Selling, Retirement Planning, Project Management, Client Relations Skills, Project Coordination, Project Planning, Radiology, Cardiology, Healthcare, Healthcare Information..., Healthcare Industry, Management, Business Strategy, International Relations, International Business, Cross-functional Team..., Management Consulting, SharePoint, O, Outlook, Training, Employee Engagement, Analysis, Leadership, Team Building, Integrated Project..., Integration, JSON-RPC, Instructional Design, Microsoft Visio, Microsoft Project, Korean, Korean Culture, Australian Culture, Japanese, ESL, TOEIC, Sales, Visio
Education
California State Polytechnic University-Pomona 2005 — 2009
BS, International Business and Marketing Management, 3.46
Mentone Grammar School 1996 — 2012
High School, VCE
National Decision Support Company February 2015 - Present
Epic June 2013 - January 2015
Korea Tech University July 2010 - March 2013
Precision Wealth August 2009 - June 2010
Skills
Software Project..., DICOM, RESTful architecture, Epic Systems, Microsoft Office, Marketing, Microsoft Excel, Customer Service, Selling, Retirement Planning, Project Management, Client Relations Skills, Project Coordination, Project Planning, Radiology, Cardiology, Healthcare, Healthcare Information..., Healthcare Industry, Management, Business Strategy, International Relations, International Business, Cross-functional Team..., Management Consulting, SharePoint, O, Outlook, Training, Employee Engagement, Analysis, Leadership, Team Building, Integrated Project..., Integration, JSON-RPC, Instructional Design, Microsoft Visio, Microsoft Project, Korean, Korean Culture, Australian Culture, Japanese, ESL, TOEIC, Sales, Visio
Education
California State Polytechnic University-Pomona 2005 — 2009
BS, International Business and Marketing Management, 3.46
Mentone Grammar School 1996 — 2012
High School, VCE
Lisette Nevarez's Precision Wealth Experience 2007 - Present
Job Financial professional at Precision Wealth
Industry Investment Management
Experience
Precision Wealth 2007 - Present
Skills
Pension Planning, 401k Rollovers, Executive Bonus Plans
Education
University of Redlands 2003 — 2005
Business, Management
Mt. San Jacinto Community College District 2000 — 2002
Administration of Justice
Precision Wealth 2007 - Present
Skills
Pension Planning, 401k Rollovers, Executive Bonus Plans
Education
University of Redlands 2003 — 2005
Business, Management
Mt. San Jacinto Community College District 2000 — 2002
Administration of Justice
Mayasha Christian's Precision Wealth Experience September 2009 - Present
Job Financial Consultant at Precision Wealth
Industry Financial Services
Experience
Precision Wealth September 2009 - Present
Education
California State University-Fullerton
MBA, International Business
Precision Wealth September 2009 - Present
Education
California State University-Fullerton
MBA, International Business
Titi Mary Tran, M.A.'s Precision Wealth Experience September 2009 - Present
Job Financial Professional
Industry Financial Services
Experience
Precision Wealth September 2009 - Present
Skills
Financial Planning, Public Relations, Multilingual, Strategic Financial..., Mutual Funds, Fixed Income, 401k Rollovers, Retirement Planning, Fixed Annuities, Retirement
Education
The American College 2013 — 2015
Charter Financial Consultant, Financial Planning-Current Course: Income Tax
CSULB 2007 — 2009
M.A., Education-Social and Cultural Analysis of Education
UCLA 2001 — 2004
B.A., Economics/International Area Studies
Precision Wealth September 2009 - Present
Skills
Financial Planning, Public Relations, Multilingual, Strategic Financial..., Mutual Funds, Fixed Income, 401k Rollovers, Retirement Planning, Fixed Annuities, Retirement
Education
The American College 2013 — 2015
Charter Financial Consultant, Financial Planning-Current Course: Income Tax
CSULB 2007 — 2009
M.A., Education-Social and Cultural Analysis of Education
UCLA 2001 — 2004
B.A., Economics/International Area Studies
Brandon Godfrey, MBA's Precision Wealth Experience September 2009 - January 2010
Job Wellness Program Manager at Maxim Healthcare Services
Industry Hospital & Health Care
Experience
Maxim Healthcare Services April 2015 - Present
Maxim Healthcare Services October 2010 - April 2015
Precision Wealth September 2009 - January 2010
Skills
Marketing, Business Strategy, Analysis, Recruiting, Financial Analysis, Microsoft Excel, Leadership, Human Resources, Public Speaking, Account Management, Project Management, Retirement Planning, Strategic Financial..., Healthcare, PowerPoint, Outlook, Resume Writing, Social Networking, Marketing Strategy, Cold Calling, Microsoft Office, Employee Relations, Social Media Marketing, Customer Service
Education
California State University-Long Beach - College of Business Administration 2008 — 2009
MBA
California State University-Long Beach - College of Business Administration 2003 — 2008
HRM
Maxim Healthcare Services April 2015 - Present
Maxim Healthcare Services October 2010 - April 2015
Precision Wealth September 2009 - January 2010
Skills
Marketing, Business Strategy, Analysis, Recruiting, Financial Analysis, Microsoft Excel, Leadership, Human Resources, Public Speaking, Account Management, Project Management, Retirement Planning, Strategic Financial..., Healthcare, PowerPoint, Outlook, Resume Writing, Social Networking, Marketing Strategy, Cold Calling, Microsoft Office, Employee Relations, Social Media Marketing, Customer Service
Education
California State University-Long Beach - College of Business Administration 2008 — 2009
MBA
California State University-Long Beach - College of Business Administration 2003 — 2008
HRM
Omar Besiso's Precision Wealth Experience May 2010 - September 2010
Job Manager of Financial Reporting at Velocity Truck Rental & Leasing
Industry Automotive
Experience
Velocity Truck Rental & Leasing January 2014 - Present
Velocity Truck Rental & Leasing November 2012 - January 2014
Enterprise Rent-A-Car October 2011 - November 2012
Enterprise Rent-A-Car October 2010 - October 2011
Precision Wealth May 2010 - September 2010
Skills
Microsoft Excel, Financial Analysis, Strategic Financial..., Accounting, Financial Modeling, Forecasting, Microsoft Office, Microsoft Word, Variance Analysis, Finance, Accounts Receivable, Financial Accounting, Account Reconciliation, Cost Accounting, General Ledger, Financial Statements, Accounts Payable, Fixed Assets, Auditing, Cash Flow, Journal Entries, Internal Controls, Managerial Finance, GAAP, PeopleSoft, Financial Statement..., Sarbanes-Oxley Act
Education
Cal State Fullerton 2011 — 2013
MBA, Finance
Cal State Fullerton
BA, Finance
Velocity Truck Rental & Leasing January 2014 - Present
Velocity Truck Rental & Leasing November 2012 - January 2014
Enterprise Rent-A-Car October 2011 - November 2012
Enterprise Rent-A-Car October 2010 - October 2011
Precision Wealth May 2010 - September 2010
Skills
Microsoft Excel, Financial Analysis, Strategic Financial..., Accounting, Financial Modeling, Forecasting, Microsoft Office, Microsoft Word, Variance Analysis, Finance, Accounts Receivable, Financial Accounting, Account Reconciliation, Cost Accounting, General Ledger, Financial Statements, Accounts Payable, Fixed Assets, Auditing, Cash Flow, Journal Entries, Internal Controls, Managerial Finance, GAAP, PeopleSoft, Financial Statement..., Sarbanes-Oxley Act
Education
Cal State Fullerton 2011 — 2013
MBA, Finance
Cal State Fullerton
BA, Finance
Kojak Chiu's Precision Wealth Experience 2011 - Present
Job Financial Planner at Precision Wealth
Industry Financial Services
Experience
Precision Wealth 2011 - Present
Education
University of California, Irvine
University of California, Irvine - The Paul Merage School of Business
Precision Wealth 2011 - Present
Education
University of California, Irvine
University of California, Irvine - The Paul Merage School of Business
Rebecca Hudgins's Precision Wealth Experience January 2010 - March 2010
Job Corporate Admissions Counselor at Ashford University
Industry E-Learning
Experience
Ashford University January 2011 - Present
Trilogy Fiancial Services April 2011 - October 2011
Precision Wealth January 2010 - March 2010
Education
Ashford University 2011 — 2012
Master of Business Administration (M.B.A.), Business Adminsitration
UC Riverside 2005 — 2009
Bachelor of Arts (BA), Economics
Ashford University January 2011 - Present
Trilogy Fiancial Services April 2011 - October 2011
Precision Wealth January 2010 - March 2010
Education
Ashford University 2011 — 2012
Master of Business Administration (M.B.A.), Business Adminsitration
UC Riverside 2005 — 2009
Bachelor of Arts (BA), Economics