Presidential Brokerage
Industry: Company
DescriptionFounded: 1991 Subsidiary: Presidential Brokerage, Inc., Asset Management Arm
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Presidential Brokerage Employees
Employee
Years
Job
Industry
Nate Palmer Nate Palmer's Presidential Brokerage Experience August 2010 - Present
Job Financial Advisor at Presidential Brokerage
Industry Financial Services
Experience
Presidential Brokerage August 2010 - Present
Peoples National Bank January 2008 - February 2010
Skills
Series 7, Colorado Life and..., SmartStation, Series 66, Retirement Planning, IRAs, Strategic Financial..., Retirement, Investments, Insurance, Mutual Funds, Wealth Management, Life & Health Insurance..., Asset Allocation, College Savings Plans, Fixed Annuities, 529 Plans, Uniform Combined State..., Financial Advisory
Education
Colorado Mountain College
Presidential Brokerage August 2010 - Present
Peoples National Bank January 2008 - February 2010
Skills
Series 7, Colorado Life and..., SmartStation, Series 66, Retirement Planning, IRAs, Strategic Financial..., Retirement, Investments, Insurance, Mutual Funds, Wealth Management, Life & Health Insurance..., Asset Allocation, College Savings Plans, Fixed Annuities, 529 Plans, Uniform Combined State..., Financial Advisory
Education
Colorado Mountain College
Yesim Kaymak Yesim Kaymak's Presidential Brokerage Experience July 2012 - September 2012
Job Audit Associate at KPMG
Industry Financial Services
Experience
KPMG US July 2015 - Present
KPMG US October 2013 - July 2015
UC San Diego January 2013 - June 2013
Presidential Brokerage July 2012 - September 2012
Delphi Automotive Systems Corporation August 2011 - September 2011
FoamLine June 2011 - July 2011
Business Education and Department August 2010 - May 2011
Skills
Econometrics, Stata, Financial Analysis, Economics, Valuation, Data Analysis, Statistics, Microsoft Office, Financial Modeling, Research, DCF Valuation, Matlab, Analysis, Quantitative Analytics, Microsoft Excel, Corporate Finance, Teamwork, Cost Accounting, Sensitivity Analysis, Regression Models, Market Research
Education
University of California-San Diego 2011 — 2013
B.S., Major in Management Science, Minor in Accounting
Diablo Valley College 2008 — 2011
General Education (IGETC), Business Administration
KPMG US July 2015 - Present
KPMG US October 2013 - July 2015
UC San Diego January 2013 - June 2013
Presidential Brokerage July 2012 - September 2012
Delphi Automotive Systems Corporation August 2011 - September 2011
FoamLine June 2011 - July 2011
Business Education and Department August 2010 - May 2011
Skills
Econometrics, Stata, Financial Analysis, Economics, Valuation, Data Analysis, Statistics, Microsoft Office, Financial Modeling, Research, DCF Valuation, Matlab, Analysis, Quantitative Analytics, Microsoft Excel, Corporate Finance, Teamwork, Cost Accounting, Sensitivity Analysis, Regression Models, Market Research
Education
University of California-San Diego 2011 — 2013
B.S., Major in Management Science, Minor in Accounting
Diablo Valley College 2008 — 2011
General Education (IGETC), Business Administration
Eric Yen Eric Yen's Presidential Brokerage Experience June 2008 - August 2008
Job MBA Candidate at Columbia Business School
Industry Insurance
Experience
Liberty Mutual Insurance August 2014 - July 2015
Liberty Mutual Insurance August 2012 - November 2014
Liberty Mutual Insurance October 2010 - August 2012
Liberty Mutual Insurance July 2010 - October 2010
City Life Magazine June 2009 - September 2009
Presidential Brokerage June 2008 - August 2008
Skills
Insurance, Workers' Compensation..., Risk Management, Litigation Management, Settlement Negotiations, Project Management, Client Relations, Customer Service, Sales, Microsoft Office, Property & Casualty..., Data Analysis, Chinese, Japanese, Financial Analysis, Management, Workers Compensation, Training
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2006 — 2010
BA, International Studies, Economics
明治学院大学 / Meiji Gakuin University 2008 — 2009
Global Studies Program
Walnut High School 2002 — 2006
High School, International Baccalaureate Diploma Programme Graduate
Liberty Mutual Insurance August 2014 - July 2015
Liberty Mutual Insurance August 2012 - November 2014
Liberty Mutual Insurance October 2010 - August 2012
Liberty Mutual Insurance July 2010 - October 2010
City Life Magazine June 2009 - September 2009
Presidential Brokerage June 2008 - August 2008
Skills
Insurance, Workers' Compensation..., Risk Management, Litigation Management, Settlement Negotiations, Project Management, Client Relations, Customer Service, Sales, Microsoft Office, Property & Casualty..., Data Analysis, Chinese, Japanese, Financial Analysis, Management, Workers Compensation, Training
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2006 — 2010
BA, International Studies, Economics
明治学院大学 / Meiji Gakuin University 2008 — 2009
Global Studies Program
Walnut High School 2002 — 2006
High School, International Baccalaureate Diploma Programme Graduate
Taylor Leary's Presidential Brokerage Experience April 2011 - Present
Job Financial Advisor at Presidential Brokerage
Industry Financial Services
Experience
Presidential Brokerage April 2011 - Present
Edward Jones Investments September 2009 - February 2011
Sierra Club August 2008 - December 2008
Gillespie Construction May 2006 - August 2007
Skills
Investments, Strategic Financial..., Financial Analysis, AAMS, College Savings Plans, Financial Modeling, Tax Free Income, IRAs, Microsoft Excel, Unit Investment Trusts, Public Speaking, Income for Life, Tax-advantaged..., Series 7, Traditional IRA, SEP IRA, Multi-generational..., Strategic Planning, Alternative Investments, Life Insurance, Fixed Annuities, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, 401k, Wealth, Financial Planning
Education
University of Colorado Boulder 2004 — 2009
BA, Politics, Business
Griffith University 2008 — 2008
International studies program
Presidential Brokerage April 2011 - Present
Edward Jones Investments September 2009 - February 2011
Sierra Club August 2008 - December 2008
Gillespie Construction May 2006 - August 2007
Skills
Investments, Strategic Financial..., Financial Analysis, AAMS, College Savings Plans, Financial Modeling, Tax Free Income, IRAs, Microsoft Excel, Unit Investment Trusts, Public Speaking, Income for Life, Tax-advantaged..., Series 7, Traditional IRA, SEP IRA, Multi-generational..., Strategic Planning, Alternative Investments, Life Insurance, Fixed Annuities, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, 401k, Wealth, Financial Planning
Education
University of Colorado Boulder 2004 — 2009
BA, Politics, Business
Griffith University 2008 — 2008
International studies program
Mychelle Nguyen Mychelle Nguyen's Presidential Brokerage Experience January 2013 - June 2013
Job Inventory Analyst
Industry Logistics and Supply Chain
Experience
UTC Aerospace Systems October 2013 - Present
National Management Association October 2013 - Present
Presidential Brokerage January 2013 - June 2013
National Association of Asian American- San Diego October 2012 - June 2013
Creative Nails and Hair Design January 2009 - May 2011
Vietnamese Student Association October 2009 - November 2010
Lucky Seafood Supermarket September 2006 - March 2007
Skills
language, English, vietnamese,..., Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Research, Windows, Spanish, Public Speaking, Budgets, Social Media, Financial Analysis, Accounting, Banking, Strategic Planning, Analysis, English, Vietnamese, Communication Skills, Financial Management..., Finance, People Skills, Fundraising, Data Analysis, Entrepreneurship, Financial Modeling
Education
San Diego State University-California State University 2013 — 2013
Real Estate
San Diego State University-California State University 2008 — 2013
BS, FINANCE, 3.3
The Chinese University of Hong Kong 2012 — 2012
UTC Aerospace Systems October 2013 - Present
National Management Association October 2013 - Present
Presidential Brokerage January 2013 - June 2013
National Association of Asian American- San Diego October 2012 - June 2013
Creative Nails and Hair Design January 2009 - May 2011
Vietnamese Student Association October 2009 - November 2010
Lucky Seafood Supermarket September 2006 - March 2007
Skills
language, English, vietnamese,..., Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Research, Windows, Spanish, Public Speaking, Budgets, Social Media, Financial Analysis, Accounting, Banking, Strategic Planning, Analysis, English, Vietnamese, Communication Skills, Financial Management..., Finance, People Skills, Fundraising, Data Analysis, Entrepreneurship, Financial Modeling
Education
San Diego State University-California State University 2013 — 2013
Real Estate
San Diego State University-California State University 2008 — 2013
BS, FINANCE, 3.3
The Chinese University of Hong Kong 2012 — 2012
Alexander Ruddell Alexander Ruddell's Presidential Brokerage Experience June 2011 - August 2011
Job Business Analyst at United Technologies
Industry Aviation & Aerospace
Experience
United Technologies March 2014 - Present
United Technologies June 2013 - March 2014
Jet Edge International June 2012 - August 2012
Presidential Brokerage June 2011 - August 2011
Paramount Pictures June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Access, SAP, QuickBooks, Business Development, Finance, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Research, Social Networking, Event Planning, Customer Service, Teamwork, Spanish, Social Media Marketing, Leadership, Financial Analysis, Data Analysis
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of San Diego 2009 — 2013
Bachelor of Business Administration in Finance, Magna Cum Laude
United Technologies March 2014 - Present
United Technologies June 2013 - March 2014
Jet Edge International June 2012 - August 2012
Presidential Brokerage June 2011 - August 2011
Paramount Pictures June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Access, SAP, QuickBooks, Business Development, Finance, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Research, Social Networking, Event Planning, Customer Service, Teamwork, Spanish, Social Media Marketing, Leadership, Financial Analysis, Data Analysis
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of San Diego 2009 — 2013
Bachelor of Business Administration in Finance, Magna Cum Laude
Chris Seto Chris Seto's Presidential Brokerage Experience August 2011 - December 2011
Job Student at University of California, San Diego
Industry Financial Services
Experience
International Financial Services September 2012 - December 2012
Presidential Brokerage August 2011 - December 2011
Future Business Leaders of America August 2009 - June 2011
Skills
Microsoft Excel, Economics, Investments, PowerPoint, Microsoft Office, Accounting, Data Analysis, Microsoft Word, Financial Reporting, Management, Customer Service
Education
UCSD 2008 — 2012
Bachelor of Science, Management Science
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Management Science
Yonsei University 2010 — 2010
Summer Abroad
International Financial Services September 2012 - December 2012
Presidential Brokerage August 2011 - December 2011
Future Business Leaders of America August 2009 - June 2011
Skills
Microsoft Excel, Economics, Investments, PowerPoint, Microsoft Office, Accounting, Data Analysis, Microsoft Word, Financial Reporting, Management, Customer Service
Education
UCSD 2008 — 2012
Bachelor of Science, Management Science
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Management Science
Yonsei University 2010 — 2010
Summer Abroad
Jesse Nading Jesse Nading's Presidential Brokerage Experience January 2009 - March 2009
Job Summer Associate at McKinsey & Company
Industry Sports
Experience
McKinsey & Company June 2015 - Present
NS Acquisition Group February 2011 - June 2015
RAS & Associates March 2014 - May 2014
Houston Texans May 2008 - February 2013
EDP Renováveis April 2012 - May 2012
Fuller Real Estate January 2010 - March 2010
Presidential Brokerage January 2009 - March 2009
Skills
Sports, Sports Marketing, Sports Management, Football, Athletics, Event Management, Sponsorship, Marketing, Event Planning, Management, Social Media, CRM, Social Media Marketing, Strategy, Coaching, Leadership
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Colorado State University 2003 — 2007
BS, Business Finance
Wharton Business School
Harvard Business School
McKinsey & Company June 2015 - Present
NS Acquisition Group February 2011 - June 2015
RAS & Associates March 2014 - May 2014
Houston Texans May 2008 - February 2013
EDP Renováveis April 2012 - May 2012
Fuller Real Estate January 2010 - March 2010
Presidential Brokerage January 2009 - March 2009
Skills
Sports, Sports Marketing, Sports Management, Football, Athletics, Event Management, Sponsorship, Marketing, Event Planning, Management, Social Media, CRM, Social Media Marketing, Strategy, Coaching, Leadership
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Colorado State University 2003 — 2007
BS, Business Finance
Wharton Business School
Harvard Business School
Kevin Alpert Kevin Alpert's Presidential Brokerage Experience April 2011 - February 2012
Job Credit Manager at GM Financial
Industry Financial Services
Experience
GM Financial July 2015 - Present
Littleton Hockey Association November 2012 - Present
GM Financial February 2012 - Present
Presidential Brokerage April 2011 - February 2012
Allen Partners October 2009 - April 2011
Constellation Energy June 2008 - August 2008
Skills
Portfolio Management, Credit Analysis, Corporate Finance, Relationship Management, Loan Origination, Strategic Planning, Sales Management, Risk Management, Social Media, Investment Strategies, Life Insurance, Marketing, Retirement Planning, Alternative Investments, Investments, Financial Analysis, Series 7, Financial Modeling, Strategic Financial..., Uniform Combined State..., Cold Calling, Market Research, Analysis
Education
University of Colorado at Boulder 2005 — 2009
B.A., Economics
GM Financial July 2015 - Present
Littleton Hockey Association November 2012 - Present
GM Financial February 2012 - Present
Presidential Brokerage April 2011 - February 2012
Allen Partners October 2009 - April 2011
Constellation Energy June 2008 - August 2008
Skills
Portfolio Management, Credit Analysis, Corporate Finance, Relationship Management, Loan Origination, Strategic Planning, Sales Management, Risk Management, Social Media, Investment Strategies, Life Insurance, Marketing, Retirement Planning, Alternative Investments, Investments, Financial Analysis, Series 7, Financial Modeling, Strategic Financial..., Uniform Combined State..., Cold Calling, Market Research, Analysis
Education
University of Colorado at Boulder 2005 — 2009
B.A., Economics
Richard Chamblin's Presidential Brokerage Experience June 2011 - March 2012
Job Entrepreneur
Industry Professional Training & Coaching
Experience
Presidential Brokerage June 2011 - March 2012
Defense Finance & Accounting Service June 2007 - January 2009
United States Air Force June 2003 - June 2007
Education
Colorado State University
Master of Science (MS), Financial Planning and Services
Metropolitan State University of Denver 2008 — 2010
BS Finance, Finance, minor Health Care Management
Palisade High School 1997 — 2000
Presidential Brokerage June 2011 - March 2012
Defense Finance & Accounting Service June 2007 - January 2009
United States Air Force June 2003 - June 2007
Education
Colorado State University
Master of Science (MS), Financial Planning and Services
Metropolitan State University of Denver 2008 — 2010
BS Finance, Finance, minor Health Care Management
Palisade High School 1997 — 2000
Linda Campos-Allen Linda Campos-Allen's Presidential Brokerage Experience August 2006 - December 2006
Job Account Management | Business Development | Consultative Sales | Data Analytics | Event Management
Industry Education Management
Experience
Golden Gate University July 2010 - Present
RCC Productions 2012 - 2015
RCC Productions 2012 - 2015
Golden Gate University August 2008 - June 2010
San Diego Unified School District August 2003 - April 2008
United Records and Sound June 2002 - April 2008
Citizen Diplomacy Council of San Diego January 2007 - June 2007
Presidential Brokerage August 2006 - December 2006
Skills
Event Planning, Marketing Communications, Event Management, Research, Spanish, Higher Education, Student Affairs, Teamwork, International..., Student Recruiting, International Admissions, Management, Project Planning, Data Analysis, Nonprofits, Marketing Strategy, Public Speaking, Fundraising, Leadership, Leadership Development, Microsoft Office, PowerPoint, Microsoft Excel, Market Research
Education
University of California, San Diego 2004 — 2007
Bachelor of Arts (B.A.), Economics
Golden Gate University 2009 — 2013
Master of Science (M.S.), Marketing
Golden Gate University July 2010 - Present
RCC Productions 2012 - 2015
RCC Productions 2012 - 2015
Golden Gate University August 2008 - June 2010
San Diego Unified School District August 2003 - April 2008
United Records and Sound June 2002 - April 2008
Citizen Diplomacy Council of San Diego January 2007 - June 2007
Presidential Brokerage August 2006 - December 2006
Skills
Event Planning, Marketing Communications, Event Management, Research, Spanish, Higher Education, Student Affairs, Teamwork, International..., Student Recruiting, International Admissions, Management, Project Planning, Data Analysis, Nonprofits, Marketing Strategy, Public Speaking, Fundraising, Leadership, Leadership Development, Microsoft Office, PowerPoint, Microsoft Excel, Market Research
Education
University of California, San Diego 2004 — 2007
Bachelor of Arts (B.A.), Economics
Golden Gate University 2009 — 2013
Master of Science (M.S.), Marketing
Nathan Schleicher's Presidential Brokerage Experience January 2004 - July 2005
Job Senior Plan Consultant/401(k) Specialist
Industry Financial Services
Experience
ASC Wealth & Retirement Advisors May 2015 - Present
Verus Investment Advisory Group, Inc. September 2005 - May 2015
Presidential Brokerage January 2004 - July 2005
Lifetime Retirement Planning January 2002 - December 2003
Skills
401k, Retirement, Employee Benefits, Investment Research, Stock Trading, Pensions, Small Business, New Business Development, Customer Relations, Retirement Planning, Strategic Planning, Technology
Education
Ferris State University 1998 — 2001
Bachelor of Science, Finance - Investment Management
Appleton West High School 1994 — 1997
Diploma
ASC Wealth & Retirement Advisors May 2015 - Present
Verus Investment Advisory Group, Inc. September 2005 - May 2015
Presidential Brokerage January 2004 - July 2005
Lifetime Retirement Planning January 2002 - December 2003
Skills
401k, Retirement, Employee Benefits, Investment Research, Stock Trading, Pensions, Small Business, New Business Development, Customer Relations, Retirement Planning, Strategic Planning, Technology
Education
Ferris State University 1998 — 2001
Bachelor of Science, Finance - Investment Management
Appleton West High School 1994 — 1997
Diploma
Benjamin Yan Benjamin Yan's Presidential Brokerage Experience January 2012 - April 2012
Job Investment Analyst at KBS
Industry Real Estate
Experience
KBS Realty Advisors August 2015 - Present
Linneman Associates/ American Land Fund/ KL Realty Fund April 2013 - August 2015
The Rady School of Management - UC San Diego September 2012 - April 2013
Undergraduate Investment Society 2012 - 2013
Orion Capital Group June 2012 - September 2012
Merrill Lynch April 2012 - June 2012
Presidential Brokerage January 2012 - April 2012
Skills
Financial Analysis, Valuation, Financial Modeling, Economics, Investments, Data Analysis, Research, Real Estate Investment...
Education
University of California, San Diego 2009 — 2013
B.S., Management Science
Mission San Jose High School 2005 — 2009
KBS Realty Advisors August 2015 - Present
Linneman Associates/ American Land Fund/ KL Realty Fund April 2013 - August 2015
The Rady School of Management - UC San Diego September 2012 - April 2013
Undergraduate Investment Society 2012 - 2013
Orion Capital Group June 2012 - September 2012
Merrill Lynch April 2012 - June 2012
Presidential Brokerage January 2012 - April 2012
Skills
Financial Analysis, Valuation, Financial Modeling, Economics, Investments, Data Analysis, Research, Real Estate Investment...
Education
University of California, San Diego 2009 — 2013
B.S., Management Science
Mission San Jose High School 2005 — 2009
Brandon Van Loucks Brandon Van Loucks's Presidential Brokerage Experience July 2009 - August 2009
Job Internal Wholesaler at Dividend Capital
Industry Financial Services
Experience
Dividend Capital March 2014 - Present
Dividend Capital September 2012 - January 2014
Formations LLC September 2010 - June 2011
Presidential Brokerage July 2009 - August 2009
Merrill Lynch May 2007 - August 2007
Northwestern Mutual June 2006 - September 2006
Skills
Investments, Real Estate, Finance, Market Research, Financial Advisory, Securities, Financial Analysis, Commercial Real Estate, Insurance, Real Estate Economics, Life Insurance, Analysis, Brokerage, Sales
Education
University of Colorado: Leeds School of Business
Bachelor of Science in Business Administration, Business, Finance, Economics
University of Colorado Boulder
Bachelor of Science , Finance
Dividend Capital March 2014 - Present
Dividend Capital September 2012 - January 2014
Formations LLC September 2010 - June 2011
Presidential Brokerage July 2009 - August 2009
Merrill Lynch May 2007 - August 2007
Northwestern Mutual June 2006 - September 2006
Skills
Investments, Real Estate, Finance, Market Research, Financial Advisory, Securities, Financial Analysis, Commercial Real Estate, Insurance, Real Estate Economics, Life Insurance, Analysis, Brokerage, Sales
Education
University of Colorado: Leeds School of Business
Bachelor of Science in Business Administration, Business, Finance, Economics
University of Colorado Boulder
Bachelor of Science , Finance
Herman Chan Herman Chan's Presidential Brokerage Experience September 2009 - November 2009
Job Phoenix Real Estate LLC
Industry Real Estate
Experience
Phoenix Real Estate LLC May 2011 - Present
UCSD Student Foundation Investment Committee September 2008 - March 2011
UCSD Undergraduate Investment Society April 2008 - April 2010
Presidential Brokerage September 2009 - November 2009
UCSD March 2009 - June 2009
BrightScope September 2008 - January 2009
Skills
Access, Statistics, Data Analysis, Project Management, Investments, Portfolio Management, Real Estate, Real Estate Transactions, Real Estate Investor, Real Estate Economics, Real Estate Financing, Real Estate License, Property Management, Analysis, Accounting, Strategy, Financial Modeling, Finance
Education
University of California, San Diego 2008 — 2011
Bachelor of science, Management Science
Financial Analyst Level I Exam 2009 — 2009
Phoenix Real Estate LLC May 2011 - Present
UCSD Student Foundation Investment Committee September 2008 - March 2011
UCSD Undergraduate Investment Society April 2008 - April 2010
Presidential Brokerage September 2009 - November 2009
UCSD March 2009 - June 2009
BrightScope September 2008 - January 2009
Skills
Access, Statistics, Data Analysis, Project Management, Investments, Portfolio Management, Real Estate, Real Estate Transactions, Real Estate Investor, Real Estate Economics, Real Estate Financing, Real Estate License, Property Management, Analysis, Accounting, Strategy, Financial Modeling, Finance
Education
University of California, San Diego 2008 — 2011
Bachelor of science, Management Science
Financial Analyst Level I Exam 2009 — 2009
Noreen Murphy's Presidential Brokerage Experience March 2012 - Present
Job Corporate Trainer
Industry Professional Training & Coaching
Experience
Presidential Brokerage March 2012 - Present
J.P. Morgan February 2010 - March 2012
Jackson National Life April 2004 - October 2009
CURIAN CAPITAL - COLORADO April 2003 - April 2004
Merrill Lynch April 1999 - August 2001
Merrill Lynch April 1991 - August 2001
Skills
Customer Service, Outlook, Team Building, Training, Call Center, Leadership, Human Resources, Public Speaking, Recruiting, Management, Call Centers, Insurance, Employee Benefits, Coaching, Financial Services, Team Leadership
Education
University of Denver
Executive Leadership
Presidential Brokerage March 2012 - Present
J.P. Morgan February 2010 - March 2012
Jackson National Life April 2004 - October 2009
CURIAN CAPITAL - COLORADO April 2003 - April 2004
Merrill Lynch April 1999 - August 2001
Merrill Lynch April 1991 - August 2001
Skills
Customer Service, Outlook, Team Building, Training, Call Center, Leadership, Human Resources, Public Speaking, Recruiting, Management, Call Centers, Insurance, Employee Benefits, Coaching, Financial Services, Team Leadership
Education
University of Denver
Executive Leadership
Ian Stalter's Presidential Brokerage Experience March 2008 - September 2008
Job Full Stack Student at Galvanize Inc
Industry Internet
Experience
Galvanize Inc May 2015 - Present
- Freelancer June 2014 - Present
Graphic Measures International, Ltd. April 2013 - June 2014
Inhouseweb June 2012 - August 2012
Linguitronics May 2010 - December 2010
Hewlett-Packard September 2008 - June 2010
Presidential Brokerage March 2008 - September 2008
15 Middle School, Huangshi September 2005 - July 2006
Skills
Node.js, MongoDB, JavaScript, Express.js, Technical Writing, NoSQL, WordPress, Photoshop, Social Media Marketing, E-commerce, Outsourcing, Prestashop, Joomla, Drupal, CMS, Email Marketing, Web 2.0, IP PBX, Translation, SugarCRM, Digital Marketing, Dreamweaver, Network Administration, Chinese, Online Marketing, Web Development, PBX, Active Directory, Web Scraping, Marketing Communications, Entrepreneurship
Education
University of California, San Diego 2006 — 2008
Bachelor's degree, Communications
Galvanize Inc May 2015 - Present
- Freelancer June 2014 - Present
Graphic Measures International, Ltd. April 2013 - June 2014
Inhouseweb June 2012 - August 2012
Linguitronics May 2010 - December 2010
Hewlett-Packard September 2008 - June 2010
Presidential Brokerage March 2008 - September 2008
15 Middle School, Huangshi September 2005 - July 2006
Skills
Node.js, MongoDB, JavaScript, Express.js, Technical Writing, NoSQL, WordPress, Photoshop, Social Media Marketing, E-commerce, Outsourcing, Prestashop, Joomla, Drupal, CMS, Email Marketing, Web 2.0, IP PBX, Translation, SugarCRM, Digital Marketing, Dreamweaver, Network Administration, Chinese, Online Marketing, Web Development, PBX, Active Directory, Web Scraping, Marketing Communications, Entrepreneurship
Education
University of California, San Diego 2006 — 2008
Bachelor's degree, Communications
Owen Yang's Presidential Brokerage Experience January 2011 - June 2011
Job Project Director, Implementation Director at Epic
Industry Financial Services
Experience
Epic March 2015 - Present
Epic October 2014 - Present
Epic November 2012 - September 2014
CE2 Capital Partners June 2011 - June 2012
Bainbridge Capital 2012 - 2012
Presidential Brokerage January 2011 - June 2011
Liuski Investment September 2009 - June 2011
Hot Dogs September 2007 - July 2008
Skills
Training, Investments, Project Management, Leadership, EHR, Program Management, Instructional Design, Business Process..., Financial Modeling, Financial Analysis, Analysis
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (BS), Economics- Management Science
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Economics - Management Science
Epic March 2015 - Present
Epic October 2014 - Present
Epic November 2012 - September 2014
CE2 Capital Partners June 2011 - June 2012
Bainbridge Capital 2012 - 2012
Presidential Brokerage January 2011 - June 2011
Liuski Investment September 2009 - June 2011
Hot Dogs September 2007 - July 2008
Skills
Training, Investments, Project Management, Leadership, EHR, Program Management, Instructional Design, Business Process..., Financial Modeling, Financial Analysis, Analysis
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (BS), Economics- Management Science
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Economics - Management Science
Robert Farrington, MBA Robert Farrington, MBA's Presidential Brokerage Experience May 2005 - August 2005
Job Store Team Leader at Target | Founder of The College Investor | Online Entrepreneur and Social Media Consultant
Industry Retail
Experience
Target May 2001 - Present
The College Investor September 2009 - Present
Target March 2007 - April 2015
Target June 2001 - March 2007
Presidential Brokerage May 2005 - August 2005
Skills
Team Leadership, Analysis, Leadership, Sales, Market Research, Team Building, Blogging, Social Media, Marketing, Writing, SEO, Entrepreneurship, Strategy, Time Management
Education
University of California, San Diego - The Rady School of Management 2007 — 2009
MBA
University of California, San Diego 2003 — 2007
BA, Political Science
Target May 2001 - Present
The College Investor September 2009 - Present
Target March 2007 - April 2015
Target June 2001 - March 2007
Presidential Brokerage May 2005 - August 2005
Skills
Team Leadership, Analysis, Leadership, Sales, Market Research, Team Building, Blogging, Social Media, Marketing, Writing, SEO, Entrepreneurship, Strategy, Time Management
Education
University of California, San Diego - The Rady School of Management 2007 — 2009
MBA
University of California, San Diego 2003 — 2007
BA, Political Science
Chau Luu's Presidential Brokerage Experience July 2012 - September 2012
Job Staffing Coordinator at NVIDIA
Industry Human Resources
Experience
NVIDIA June 2015 - Present
St Mungo's Broadway August 2014 - December 2014
Big Brothers Big Sisters of San Diego County January 2014 - June 2014
Asian Business Association of San Diego July 2013 - September 2013
Presidential Brokerage July 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Time Management, Teamwork, Event Planning, Research, Data Entry, Social Media, Team Leadership, Critical Thinking, Social Networking, Data Analysis, Fundraising
Education
ACCENT London 2014 — 2015
UCSD 2010 — 2014
Bachelor of Arts (BA), Economics
NVIDIA June 2015 - Present
St Mungo's Broadway August 2014 - December 2014
Big Brothers Big Sisters of San Diego County January 2014 - June 2014
Asian Business Association of San Diego July 2013 - September 2013
Presidential Brokerage July 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Time Management, Teamwork, Event Planning, Research, Data Entry, Social Media, Team Leadership, Critical Thinking, Social Networking, Data Analysis, Fundraising
Education
ACCENT London 2014 — 2015
UCSD 2010 — 2014
Bachelor of Arts (BA), Economics
Eugene Chen Eugene Chen's Presidential Brokerage Experience April 2007 - August 2007
Job Director of Enterprise Collaboration at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2015 - Present
First Republic Bank July 2013 - Present
First Republic Bank October 2011 - July 2013
First Republic Bank November 2010 - October 2011
Software Equity Group May 2007 - November 2008
Presidential Brokerage April 2007 - August 2007
EXPRESS April 2006 - December 2006
Education
University of California, San Diego 2004 — 2008
Bachelor of Science (B.S.), Management Science
Santa Clara University 2010 — 2011
Certificate of Advanced Accounting, Accounting
First Republic Bank June 2015 - Present
First Republic Bank July 2013 - Present
First Republic Bank October 2011 - July 2013
First Republic Bank November 2010 - October 2011
Software Equity Group May 2007 - November 2008
Presidential Brokerage April 2007 - August 2007
EXPRESS April 2006 - December 2006
Education
University of California, San Diego 2004 — 2008
Bachelor of Science (B.S.), Management Science
Santa Clara University 2010 — 2011
Certificate of Advanced Accounting, Accounting
Daniel D. Suh Daniel D. Suh's Presidential Brokerage Experience January 2013 - May 2013
Job Real Estate Acquisition Analyst at Pontus Capital
Industry Financial Services
Experience
Pontus Capital May 2015 - Present
Rosano Partners June 2014 - Present
UC San Diego Health System October 2013 - July 2014
Idolless Threads June 2011 - June 2014
Stuart Kim Law, APLC June 2013 - August 2013
Integrant Inc April 2013 - June 2013
Presidential Brokerage January 2013 - May 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Marketing, Sage CRM, Event Planning, Salesforce.com, Research, Investments, Photoshop, Outlook, Data Analysis, Leadership, Entrepreneurship
Education
UCSD 2011 — 2015
Bachelor of Science (BS), Management Science
Pontus Capital May 2015 - Present
Rosano Partners June 2014 - Present
UC San Diego Health System October 2013 - July 2014
Idolless Threads June 2011 - June 2014
Stuart Kim Law, APLC June 2013 - August 2013
Integrant Inc April 2013 - June 2013
Presidential Brokerage January 2013 - May 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Marketing, Sage CRM, Event Planning, Salesforce.com, Research, Investments, Photoshop, Outlook, Data Analysis, Leadership, Entrepreneurship
Education
UCSD 2011 — 2015
Bachelor of Science (BS), Management Science
Bao Do Bao Do's Presidential Brokerage Experience August 2011 - December 2011
Job Staff Accountant at TrueCar
Industry Accounting
Experience
Omninet Capital December 2014 - June 2015
Omninet Capital January 2014 - December 2014
J.K. Residential Services, Inc. May 2013 - January 2014
Viet Pharmacy and Medical Supplies September 2012 - May 2013
Presidential Brokerage August 2011 - December 2011
Decorus Personnel January 2011 - May 2011
Beagles and Buddies January 2006 - May 2008
Camp Bow Wow October 2007 - December 2007
Skills
PowerPoint, Accounting, Microsoft Excel, Microsoft Office, Teamwork, MS Excel Pivot Tables, Hlookups, Vlookup, Outlook, Analysis, Journal Entries, Monthly Close Process, Financial Statements, Year-end Close, GAAP, Bank Reconciliation, G/L Reconciliations, Yardi Voyager, Yardi, Accounts Payable, Highly detail oriented, Cash Management, Monthly Close, Close Attention to..., Photoshop, Leadership, Problem Solving, Problem Analysis, Analytical Skills, Analytic Problem Solving, Supervision, Entrepreneurship, Self-driven, Motivated self-starter, QuickBooks, Learning Quickly, Communication Skills, Macro, Account Reconciliation, General Ledger, Variance Analysis, Trial Balance, Balance Sheet, Microsoft Dynamics GP
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics, Accounting Minor
Omninet Capital December 2014 - June 2015
Omninet Capital January 2014 - December 2014
J.K. Residential Services, Inc. May 2013 - January 2014
Viet Pharmacy and Medical Supplies September 2012 - May 2013
Presidential Brokerage August 2011 - December 2011
Decorus Personnel January 2011 - May 2011
Beagles and Buddies January 2006 - May 2008
Camp Bow Wow October 2007 - December 2007
Skills
PowerPoint, Accounting, Microsoft Excel, Microsoft Office, Teamwork, MS Excel Pivot Tables, Hlookups, Vlookup, Outlook, Analysis, Journal Entries, Monthly Close Process, Financial Statements, Year-end Close, GAAP, Bank Reconciliation, G/L Reconciliations, Yardi Voyager, Yardi, Accounts Payable, Highly detail oriented, Cash Management, Monthly Close, Close Attention to..., Photoshop, Leadership, Problem Solving, Problem Analysis, Analytical Skills, Analytic Problem Solving, Supervision, Entrepreneurship, Self-driven, Motivated self-starter, QuickBooks, Learning Quickly, Communication Skills, Macro, Account Reconciliation, General Ledger, Variance Analysis, Trial Balance, Balance Sheet, Microsoft Dynamics GP
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics, Accounting Minor
Cullen Howard Cullen Howard's Presidential Brokerage Experience September 2003 - June 2004
Job Contracts Specialist at General Dynamics AIS
Industry Logistics and Supply Chain
Experience
General Dynamics AIS August 2010 - Present
Innovative Technical Solutions, Inc. May 2009 - May 2010
Atlas Hotels - Kona Kai Resort October 2005 - May 2008
Bartell Hotels - Island Palms Resort June 2004 - August 2005
Presidential Brokerage September 2003 - June 2004
Skills
Procurement, Government Contracting, FAR, Customer Service, Recruiting, Training, Customer Satisfaction, Contract Management, Purchasing, Government Procurement, Defense Contracting, Contract Negotiation
Education
San Diego State University-California State University 2007 — 2008
M.S., Business Administration, 3.73 GPA
University of California, San Diego 2001 — 2005
B.S., Management Science, Psychology (minor), 3.61 GPA
General Dynamics AIS August 2010 - Present
Innovative Technical Solutions, Inc. May 2009 - May 2010
Atlas Hotels - Kona Kai Resort October 2005 - May 2008
Bartell Hotels - Island Palms Resort June 2004 - August 2005
Presidential Brokerage September 2003 - June 2004
Skills
Procurement, Government Contracting, FAR, Customer Service, Recruiting, Training, Customer Satisfaction, Contract Management, Purchasing, Government Procurement, Defense Contracting, Contract Negotiation
Education
San Diego State University-California State University 2007 — 2008
M.S., Business Administration, 3.73 GPA
University of California, San Diego 2001 — 2005
B.S., Management Science, Psychology (minor), 3.61 GPA
Bob Lane's Presidential Brokerage Experience December 2002 - April 2007
Job Registered Representative at Lane Strategies
Industry Financial Services
Experience
Lane Strategies April 2007 - Present
Presidential Brokerage December 2002 - April 2007
Morgan Stanley September 2001 - November 2002
Wells Fargo Advisors March 1998 - September 2001
U.S. Bank June 1995 - March 1998
MassMutual Financial Group January 1991 - June 1995
MetLife January 1984 - December 1990
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Microsoft Office, Strategic Financial..., Marketing, New Business Development, Project Management, Small Business, Microsoft Excel, Insurance, Mutual Funds, Financial Advisory, Finance, Management, Securities, Training, Real Estate, Retirement, Recruiting, IRAs, 401k, Financial Analysis, Series 7, Wealth Management, Estate Planning, Investment Advisory, Asset Allocation, FINRA, Accounting, Roth IRA, Employee Benefits, Team Building, Series 65, Sales Management, Equities, Contract Negotiation, Financial Reporting, Public Speaking, Business Planning, Disability Insurance, Social Networking, Term Life Insurance, Tax, Life Insurance, Banking, Risk Management, Alternative Investments, Portfolio Management
Education
University of Colorado at Colorado Springs 1986 — 1987
MBA, Accounting and Business/Management
Colorado State University-Pueblo 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
Lane Strategies April 2007 - Present
Presidential Brokerage December 2002 - April 2007
Morgan Stanley September 2001 - November 2002
Wells Fargo Advisors March 1998 - September 2001
U.S. Bank June 1995 - March 1998
MassMutual Financial Group January 1991 - June 1995
MetLife January 1984 - December 1990
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Microsoft Office, Strategic Financial..., Marketing, New Business Development, Project Management, Small Business, Microsoft Excel, Insurance, Mutual Funds, Financial Advisory, Finance, Management, Securities, Training, Real Estate, Retirement, Recruiting, IRAs, 401k, Financial Analysis, Series 7, Wealth Management, Estate Planning, Investment Advisory, Asset Allocation, FINRA, Accounting, Roth IRA, Employee Benefits, Team Building, Series 65, Sales Management, Equities, Contract Negotiation, Financial Reporting, Public Speaking, Business Planning, Disability Insurance, Social Networking, Term Life Insurance, Tax, Life Insurance, Banking, Risk Management, Alternative Investments, Portfolio Management
Education
University of Colorado at Colorado Springs 1986 — 1987
MBA, Accounting and Business/Management
Colorado State University-Pueblo 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
Malcolm Horn,CFP®'s Presidential Brokerage Experience June 2012 - Present
Job Financial Advisor at Presidential Brokerage
Industry Financial Services
Experience
Presidential Brokerage June 2012 - Present
VALIC July 2009 - June 2012
MBC Wealth Management July 2008 - July 2009
VALIC May 2002 - May 2008
Advanced Equities July 2001 - February 2002
Skills
Retirement Planning, College Savings Plans, Mutual Funds, Annuities, Managed Accounts, Insurance Planning, Long Term Care, Fixed Income, Long-term Care, Fixed Annuities, Financial Planners, Finance, Wealth, Investments, Retirement, IRAs, 401k, Certified Financial..., Financial Planning, Managing Accounts
Education
DePaul University 2006 — 2007
Foundation degree, Financial Planning and Services
University of Missouri-Columbia 1997 — 2000
Bachelor of Arts (BA), Interdisciplinary Studies
Presidential Brokerage June 2012 - Present
VALIC July 2009 - June 2012
MBC Wealth Management July 2008 - July 2009
VALIC May 2002 - May 2008
Advanced Equities July 2001 - February 2002
Skills
Retirement Planning, College Savings Plans, Mutual Funds, Annuities, Managed Accounts, Insurance Planning, Long Term Care, Fixed Income, Long-term Care, Fixed Annuities, Financial Planners, Finance, Wealth, Investments, Retirement, IRAs, 401k, Certified Financial..., Financial Planning, Managing Accounts
Education
DePaul University 2006 — 2007
Foundation degree, Financial Planning and Services
University of Missouri-Columbia 1997 — 2000
Bachelor of Arts (BA), Interdisciplinary Studies
Aaron Hammer's Presidential Brokerage Experience 2003 - 2005
Job VP Sales & Marketing
Industry Law Enforcement
Experience
Net Transcripts, Inc March 2007 - Present
Hammer Graphix August 2006 - Present
Gila Partners 2005 - 2007
Presidential Brokerage 2003 - 2005
Skills
Graphic Design, Web Design, Sales Management, Marketing, Customer Service, Social Media, User Experience, User Experience Design, User Interface Design, Photoshop, Facebook, Blogging, Microsoft Office, Research
Education
University of San Diego 2000 — 2004
BBA
Damien High School 1996 — 2000
Net Transcripts, Inc March 2007 - Present
Hammer Graphix August 2006 - Present
Gila Partners 2005 - 2007
Presidential Brokerage 2003 - 2005
Skills
Graphic Design, Web Design, Sales Management, Marketing, Customer Service, Social Media, User Experience, User Experience Design, User Interface Design, Photoshop, Facebook, Blogging, Microsoft Office, Research
Education
University of San Diego 2000 — 2004
BBA
Damien High School 1996 — 2000
Pierce Chan's Presidential Brokerage Experience September 2008 - March 2009
Job Student at University of California, Davis SVM
Industry Veterinary
Experience
Presidential Brokerage September 2008 - March 2009
University of California at San Diego January 2007 - March 2007
Panda Restaurant Group July 2006 - August 2006
Education
University of California, San Diego 2005 — 2009
Presidential Brokerage September 2008 - March 2009
University of California at San Diego January 2007 - March 2007
Panda Restaurant Group July 2006 - August 2006
Education
University of California, San Diego 2005 — 2009
Yuji Sugiyama's Presidential Brokerage Experience June 2010 - July 2010
Job Credit Analyst at Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation September 2013 - Present
Bank of Tokyo-Mitsubishi UFJ July 2012 - August 2013
Bank of Tokyo-Mitsubishi UFJ September 2010 - July 2012
Presidential Brokerage June 2010 - July 2010
Kyocera Communications Inc. January 2010 - March 2010
Skills
Microsoft Excel, Credit, Finance, Credit Analysis, Financial Statement..., Japanese, Customer Service, Teamwork
Education
University of California, San Diego 2008 — 2010
BS, Management Science
Santa Monica College 2005 — 2008
AA, Liberal Arts
Sumitomo Mitsui Banking Corporation September 2013 - Present
Bank of Tokyo-Mitsubishi UFJ July 2012 - August 2013
Bank of Tokyo-Mitsubishi UFJ September 2010 - July 2012
Presidential Brokerage June 2010 - July 2010
Kyocera Communications Inc. January 2010 - March 2010
Skills
Microsoft Excel, Credit, Finance, Credit Analysis, Financial Statement..., Japanese, Customer Service, Teamwork
Education
University of California, San Diego 2008 — 2010
BS, Management Science
Santa Monica College 2005 — 2008
AA, Liberal Arts
Ava Overman's Presidential Brokerage Experience May 2012 - Present
Job Financial Advisor at Valic
Industry Financial Services
Experience
Presidential Brokerage May 2012 - Present
Valic September 2009 - Present
Valic April 2008 - May 2012
MCI telecommunications May 1993 - January 1998
Skills
Licensed series 7, Retirement Planning, 529 Plans, IRAs, Saving for Education, Wealth Accumulation, Retirement, 401k Rollovers, Fixed Annuities, Mutual Funds, Investment Advisory, Wealth Management, College Savings Plans, Series 66, Life Insurance, Long-term Care, 401k, Asset Allocation
Education
Colorado State University 1988 — 1990
Computer science
Presidential Brokerage May 2012 - Present
Valic September 2009 - Present
Valic April 2008 - May 2012
MCI telecommunications May 1993 - January 1998
Skills
Licensed series 7, Retirement Planning, 529 Plans, IRAs, Saving for Education, Wealth Accumulation, Retirement, 401k Rollovers, Fixed Annuities, Mutual Funds, Investment Advisory, Wealth Management, College Savings Plans, Series 66, Life Insurance, Long-term Care, 401k, Asset Allocation
Education
Colorado State University 1988 — 1990
Computer science
Greg Schaefer's Presidential Brokerage Experience November 2004 - April 2005
Job Senior Financial Analyst at GHX
Industry Information Technology and Services
Experience
GHX December 2012 - Present
American Blue Ribbon Holdings, LLC January 2011 - December 2012
Einstein Noah Restaurant Group, Inc. July 2008 - January 2011
Flights, Inc. July 2006 - July 2008
FirstBank July 2005 - February 2006
Presidential Brokerage November 2004 - April 2005
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Microsoft Excel, Customer Service, Budget, PowerPoint, Forecasting, Microsoft Office, Financial Modeling, Budgets, Finance, Analysis, Process Improvement, Variance Analysis, Banking, Mergers, Strategic Planning, Management, Inventory Management
Education
Regis University 2009 — 2011
Masters of Business Administration, MBA Specializing in Accounting and Finance
Metropolitan State University of Denver 2003 — 2005
Bachelor of Science, Finance
Concordia University-Seward 2001 — 2003
GHX December 2012 - Present
American Blue Ribbon Holdings, LLC January 2011 - December 2012
Einstein Noah Restaurant Group, Inc. July 2008 - January 2011
Flights, Inc. July 2006 - July 2008
FirstBank July 2005 - February 2006
Presidential Brokerage November 2004 - April 2005
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Microsoft Excel, Customer Service, Budget, PowerPoint, Forecasting, Microsoft Office, Financial Modeling, Budgets, Finance, Analysis, Process Improvement, Variance Analysis, Banking, Mergers, Strategic Planning, Management, Inventory Management
Education
Regis University 2009 — 2011
Masters of Business Administration, MBA Specializing in Accounting and Finance
Metropolitan State University of Denver 2003 — 2005
Bachelor of Science, Finance
Concordia University-Seward 2001 — 2003
Michelle Chau Pham's Presidential Brokerage Experience September 2008 - December 2008
Job Manager at Deloitte
Industry Accounting
Experience
Deloitte August 2015 - Present
Deloitte August 2012 - August 2015
Deloitte & Touche July 2010 - July 2012
IGE Therapeutics April 2010 - July 2010
NAVAJO Company July 2007 - July 2010
Presidential Brokerage September 2008 - December 2008
Skills
Accounting, Management Consulting, Data Analysis, Analysis, Risk Management, Internal Audit, Sarbanes-Oxley Act, Financial Modeling, Microsoft Word, Microsoft SQL Server, SAS Programming, VBA, Teradata
Education
University of California, San Diego 2006 — 2010
Bachelors of Science, Management Sciences
University of California, San Diego - Extension 2008 — 2010
Certificate, Accounting
Thammasat University 2009 — 2009
Deloitte August 2015 - Present
Deloitte August 2012 - August 2015
Deloitte & Touche July 2010 - July 2012
IGE Therapeutics April 2010 - July 2010
NAVAJO Company July 2007 - July 2010
Presidential Brokerage September 2008 - December 2008
Skills
Accounting, Management Consulting, Data Analysis, Analysis, Risk Management, Internal Audit, Sarbanes-Oxley Act, Financial Modeling, Microsoft Word, Microsoft SQL Server, SAS Programming, VBA, Teradata
Education
University of California, San Diego 2006 — 2010
Bachelors of Science, Management Sciences
University of California, San Diego - Extension 2008 — 2010
Certificate, Accounting
Thammasat University 2009 — 2009
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY