Promark Financial
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Promark Financial Employees
Employee
Years
Job
Industry
Christine Wong Christine Wong's Promark Financial Experience April 2006 - March 2007
Job Senior Account Manager at Proofpoint
Industry Computer & Network Security
Experience
Proofpoint March 2012 - Present
ArcSight, an HP company November 2009 - March 2012
Barracuda Networks May 2007 - November 2009
Promark Financial April 2006 - March 2007
Skills
Salesforce.com, Solution Selling, Enterprise Software, SaaS, Sales, CRM, Cloud Computing, Sales Process, Network Security, Sales Operations, Business Development, Cold Calling, Professional Services, Sales Presentations, Channel Partners, Management, Lead Generation, Strategic Partnerships
Education
University of California, Davis 2001 — 2005
B.S., Psychology
Proofpoint March 2012 - Present
ArcSight, an HP company November 2009 - March 2012
Barracuda Networks May 2007 - November 2009
Promark Financial April 2006 - March 2007
Skills
Salesforce.com, Solution Selling, Enterprise Software, SaaS, Sales, CRM, Cloud Computing, Sales Process, Network Security, Sales Operations, Business Development, Cold Calling, Professional Services, Sales Presentations, Channel Partners, Management, Lead Generation, Strategic Partnerships
Education
University of California, Davis 2001 — 2005
B.S., Psychology
Aaron Guigar Aaron Guigar's Promark Financial Experience October 2009 - April 2012
Job Business Development Manager at Design Science
Industry Computer Software
Experience
Design Science August 2014 - Present
Evisions Inc. May 2012 - August 2014
Evisions Inc. January 2009 - May 2012
Promark Financial October 2009 - April 2012
Evisions Inc. October 2006 - January 2009
Skills
SQL, Microsoft SQL Server, Oracle, Databases, Unix, HTML, PL/SQL, Software Development, Business Intelligence, Windows, Oracle SQL, SQL Server, Crystal Reports, ERP, SaaS, Integration, Sales, Onboarding, Sales Presentations, Technical Sales..., Market Research, Business Development, Technical Documentation, Strategic Partnerships, Content Strategy, MathML, Management, Project Management, CRM
Education
Lawrence University 2000 — 2005
BA, CMSC/Math
Capac High School 1997 — 2000
Design Science August 2014 - Present
Evisions Inc. May 2012 - August 2014
Evisions Inc. January 2009 - May 2012
Promark Financial October 2009 - April 2012
Evisions Inc. October 2006 - January 2009
Skills
SQL, Microsoft SQL Server, Oracle, Databases, Unix, HTML, PL/SQL, Software Development, Business Intelligence, Windows, Oracle SQL, SQL Server, Crystal Reports, ERP, SaaS, Integration, Sales, Onboarding, Sales Presentations, Technical Sales..., Market Research, Business Development, Technical Documentation, Strategic Partnerships, Content Strategy, MathML, Management, Project Management, CRM
Education
Lawrence University 2000 — 2005
BA, CMSC/Math
Capac High School 1997 — 2000
Dan Gutierrez Dan Gutierrez's Promark Financial Experience May 2004 - August 2005
Job Managing Partner | Founder at Cell Staff
Industry Staffing and Recruiting
Experience
Cell Staff March 2014 - Present
PHS Staffing January 2010 - January 2014
PHS Staffing September 2008 - January 2010
Maxim Healthcare Services June 2006 - September 2008
Maxim Healthcare Services October 2005 - June 2006
Promark Financial May 2004 - August 2005
Sterling Medical Staffing Group January 2003 - March 2004
United States Navy October 1996 - February 2003
Skills
Healthcare, Training, Home Care, Applicant Tracking..., Recruiting, HIPAA, Management, Temporary Placement, Strategic Planning, Hospitals, Mentoring, Sourcing, Pediatrics, Staffing Services, Critical Care, Contract Recruitment, EMR, Resume Writing, Strategy, Healthcare Industry, Hiring, Time Management, Interviews, Human Resources, Screening, Screening Resumes, Performance Management, Permanent Placement, Direct Sales, Talent Management, Benefits Administration, Physicians, Patient Safety, Background Checks, Client Development, EHR, Leadership Development, Benefits Negotiation, Cpr Certified, Acute Care, Selling, Employee Training, Coaching, Healthcare Consulting, Executive Search, Operations Management, Medicine, Recruitment Advertising, New Hire Orientations, Sales Process
Education
Southern Illinois University, Carbondale 1998 — 2002
BS, Bachelor of Science, Healthcare Management
University of Phoenix 2008 — 2010
MBA, Masters of Business Administration, Healthcare Management
Campbell University 1997 — 1998
AA, Associate of Arts, General Studies
Cell Staff March 2014 - Present
PHS Staffing January 2010 - January 2014
PHS Staffing September 2008 - January 2010
Maxim Healthcare Services June 2006 - September 2008
Maxim Healthcare Services October 2005 - June 2006
Promark Financial May 2004 - August 2005
Sterling Medical Staffing Group January 2003 - March 2004
United States Navy October 1996 - February 2003
Skills
Healthcare, Training, Home Care, Applicant Tracking..., Recruiting, HIPAA, Management, Temporary Placement, Strategic Planning, Hospitals, Mentoring, Sourcing, Pediatrics, Staffing Services, Critical Care, Contract Recruitment, EMR, Resume Writing, Strategy, Healthcare Industry, Hiring, Time Management, Interviews, Human Resources, Screening, Screening Resumes, Performance Management, Permanent Placement, Direct Sales, Talent Management, Benefits Administration, Physicians, Patient Safety, Background Checks, Client Development, EHR, Leadership Development, Benefits Negotiation, Cpr Certified, Acute Care, Selling, Employee Training, Coaching, Healthcare Consulting, Executive Search, Operations Management, Medicine, Recruitment Advertising, New Hire Orientations, Sales Process
Education
Southern Illinois University, Carbondale 1998 — 2002
BS, Bachelor of Science, Healthcare Management
University of Phoenix 2008 — 2010
MBA, Masters of Business Administration, Healthcare Management
Campbell University 1997 — 1998
AA, Associate of Arts, General Studies
Alex Klingensmith Alex Klingensmith's Promark Financial Experience March 2005 - December 2008
Job Senior Wealth Advisor
Industry Financial Services
Experience
Labrum Wealth Management August 2012 - Present
North County Group, Inc. January 2009 - August 2012
Promark Financial March 2005 - December 2008
Eastman Kodak May 2004 - November 2004
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Financial Services, Insurance, 401k, Strategic Financial..., Estate Planning, Fixed Annuities, Asset Allocation, Life Insurance, Independent Financial..., Efficient Market..., Estate Tax Planning, Income Planning, Fixed Index Annuities, Risk Management, International Business, Retirement Income..., Smart Index Investing, Cash Flow Management, Investment Management
Education
California State University-San Marcos - College of Business Administration 2001 — 2003
Business Administration, Global Business Management
Labrum Wealth Management August 2012 - Present
North County Group, Inc. January 2009 - August 2012
Promark Financial March 2005 - December 2008
Eastman Kodak May 2004 - November 2004
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Financial Services, Insurance, 401k, Strategic Financial..., Estate Planning, Fixed Annuities, Asset Allocation, Life Insurance, Independent Financial..., Efficient Market..., Estate Tax Planning, Income Planning, Fixed Index Annuities, Risk Management, International Business, Retirement Income..., Smart Index Investing, Cash Flow Management, Investment Management
Education
California State University-San Marcos - College of Business Administration 2001 — 2003
Business Administration, Global Business Management
Howard Chi Howard Chi's Promark Financial Experience January 2008 - September 2009
Job Chief Financial Officer at Bay Area Community Services
Industry Nonprofit Organization Management
Experience
Bay Area Community Services February 2014 - Present
Securus Financial Services April 2012 - February 2014
Pluris Financial Group May 2011 - March 2012
Pluris Financial Group September 2009 - May 2011
Promark Financial January 2008 - September 2009
Promark Financial 2003 - 2007
Promark Financial 1999 - 2002
Promark Financial 1999 - 2000
Skills
Strategic Concept..., Operational Execution, Fiscal Impact Analysis, Capital Budgeting, Financial Analysis, Financial Modeling, Marketing Strategy, Business Strategy, Business Analytics, Life Insurance, Fixed Annuities, Indexed Annuities, Financial Services, Financial Statement..., Financial Advisory, Finance, Leadership, Strategy, Investments, Customer Service
Education
Golden Gate University
MBA, Business
University of California, Riverside - A. Gary Anderson Graduate School of Management
Economics, Marketing, Finance
Bay Area Community Services February 2014 - Present
Securus Financial Services April 2012 - February 2014
Pluris Financial Group May 2011 - March 2012
Pluris Financial Group September 2009 - May 2011
Promark Financial January 2008 - September 2009
Promark Financial 2003 - 2007
Promark Financial 1999 - 2002
Promark Financial 1999 - 2000
Skills
Strategic Concept..., Operational Execution, Fiscal Impact Analysis, Capital Budgeting, Financial Analysis, Financial Modeling, Marketing Strategy, Business Strategy, Business Analytics, Life Insurance, Fixed Annuities, Indexed Annuities, Financial Services, Financial Statement..., Financial Advisory, Finance, Leadership, Strategy, Investments, Customer Service
Education
Golden Gate University
MBA, Business
University of California, Riverside - A. Gary Anderson Graduate School of Management
Economics, Marketing, Finance
Jacob Rodrigues, GRI Jacob Rodrigues, GRI's Promark Financial Experience September 2006 - May 2007
Job REALTOR at Merrill & Associates Real Estate
Industry Real Estate
Experience
Merrill & Associates Real Estate February 2014 - Present
Alliance Appraisal Network February 2009 - Present
Peabody & Plum Realtors Inc. February 2009 - February 2014
Promark Financial September 2006 - May 2007
Fred Hahn Appraisals October 2002 - January 2007
Skills
Real Estate, Sellers, Real Estate Development, First Time Home Buyers, Short Sales, ABR, Commercial Real Estate, Single Family Homes, Buyer Representation, Listings, Investment Properties, REO, Residential Homes, Property, Foreclosures
Education
Allied Business Schools 2001 — 2003
Real Estate Appraisal and Salesperson, Appraisal, Salesperson and Finance
Cuesta College 1999 — 2002
Associate in arts, General studies/Business
Templeton High School 1995 — 1999
Merrill & Associates Real Estate February 2014 - Present
Alliance Appraisal Network February 2009 - Present
Peabody & Plum Realtors Inc. February 2009 - February 2014
Promark Financial September 2006 - May 2007
Fred Hahn Appraisals October 2002 - January 2007
Skills
Real Estate, Sellers, Real Estate Development, First Time Home Buyers, Short Sales, ABR, Commercial Real Estate, Single Family Homes, Buyer Representation, Listings, Investment Properties, REO, Residential Homes, Property, Foreclosures
Education
Allied Business Schools 2001 — 2003
Real Estate Appraisal and Salesperson, Appraisal, Salesperson and Finance
Cuesta College 1999 — 2002
Associate in arts, General studies/Business
Templeton High School 1995 — 1999
Greg Guest Greg Guest's Promark Financial Experience May 2010 - October 2011
Job General Manager at Pieology Pizzeria
Industry Hospitality
Experience
Pieology Pizzeria October 2013 - Present
Pei Wei Asian Diner July 2011 - October 2013
Promark Financial May 2010 - October 2011
Skills
Customer Experience, Account Management, Operations Management, Customer Retention, Consultative Sales..., Salesforce.com, Marketing, Employee Training
Education
University of Colorado at Denver 2003 — 2008
Bachelor of Science (BS), International Business
Pieology Pizzeria October 2013 - Present
Pei Wei Asian Diner July 2011 - October 2013
Promark Financial May 2010 - October 2011
Skills
Customer Experience, Account Management, Operations Management, Customer Retention, Consultative Sales..., Salesforce.com, Marketing, Employee Training
Education
University of Colorado at Denver 2003 — 2008
Bachelor of Science (BS), International Business
Johnny Mendoza Johnny Mendoza's Promark Financial Experience February 2010 - June 2011
Job Customer Service Representative at Professional Documents Management Inc.
Industry Consumer Services
Experience
Professional document managment inc October 2011 - Present
U.S. Census Bureau June 2011 - October 2011
Promark Financial February 2010 - June 2011
Education
Orange Coast College 2008 — 2010
Professional document managment inc October 2011 - Present
U.S. Census Bureau June 2011 - October 2011
Promark Financial February 2010 - June 2011
Education
Orange Coast College 2008 — 2010
Stacey Golden-Lisnock Stacey Golden-Lisnock's Promark Financial Experience 2002 - 2004
Job eVantage Financial/ Independent Financial Advisor, Online Financial Services Platform 7146421771
Industry Financial Services
Experience
eVantage Financial 2014 - Present
Independent Contractor January 1987 - Present
LegalShield 2015 - 2015
LegalShield 2015 - 2015
NAPW 2014 - 2014
Addon Insurance 2004 - 2014
Promark Financial 2002 - 2004
Aerojet June 1983 - September 1987
Skills
Retirement Planning, Insurance, Fixed Annuities, Strategic Financial..., Disability Insurance, Life Insurance, Mutual Funds, Term Life Insurance, Investments, Asset Management, Health Insurance, Financial Advisory, Risk Management, Series 7, Business Planning, Strategic Planning, Sales, Finance, Financial Planning, Small Business, Long-term Care, Securities, Employee Benefits, Microsoft Excel, Training
Education
College for Financial Planning 1985 — 1987
CFP, Finanical Planning
CSULB 1980 — 1983
Bachelor's degree, Business Finance/Management
MAYFAIR 1976 — 1980
High School
eVantage Financial 2014 - Present
Independent Contractor January 1987 - Present
LegalShield 2015 - 2015
LegalShield 2015 - 2015
NAPW 2014 - 2014
Addon Insurance 2004 - 2014
Promark Financial 2002 - 2004
Aerojet June 1983 - September 1987
Skills
Retirement Planning, Insurance, Fixed Annuities, Strategic Financial..., Disability Insurance, Life Insurance, Mutual Funds, Term Life Insurance, Investments, Asset Management, Health Insurance, Financial Advisory, Risk Management, Series 7, Business Planning, Strategic Planning, Sales, Finance, Financial Planning, Small Business, Long-term Care, Securities, Employee Benefits, Microsoft Excel, Training
Education
College for Financial Planning 1985 — 1987
CFP, Finanical Planning
CSULB 1980 — 1983
Bachelor's degree, Business Finance/Management
MAYFAIR 1976 — 1980
High School
Eric Kemmer's Promark Financial Experience January 1996 - January 1999
Job Stuart, FL
Industry Health, Wellness and Fitness
Experience
Artesian Wellness Center July 2015 - Present
Wavelengths Recovery January 2010 - June 2015
First Liberty Mortgage March 2005 - 2010
EstrellaMundo of California February 1999 - January 2003
Promark Financial January 1996 - January 1999
Skills
Microsoft Excel, Wellness, Fitness, Coaching, Social Media, Team Building, Personal Training, Marketing Strategy, Marketing, Nonprofits, New Business Development, Sales Management, Public Relations, Leadership, Treatment, Nutritional Counseling, Community Outreach, Fundraising, Healthcare, Social Networking, Public Speaking, Leadership Development, Purchasing, Teaching, Program Development, Research, Insurance, Direct Sales, Start-ups, Advertising, Volunteer Management
Education
Fullerton College 1997 — 1998
Music
Artesian Wellness Center July 2015 - Present
Wavelengths Recovery January 2010 - June 2015
First Liberty Mortgage March 2005 - 2010
EstrellaMundo of California February 1999 - January 2003
Promark Financial January 1996 - January 1999
Skills
Microsoft Excel, Wellness, Fitness, Coaching, Social Media, Team Building, Personal Training, Marketing Strategy, Marketing, Nonprofits, New Business Development, Sales Management, Public Relations, Leadership, Treatment, Nutritional Counseling, Community Outreach, Fundraising, Healthcare, Social Networking, Public Speaking, Leadership Development, Purchasing, Teaching, Program Development, Research, Insurance, Direct Sales, Start-ups, Advertising, Volunteer Management
Education
Fullerton College 1997 — 1998
Music
Jeffrey Tompkins Jeffrey Tompkins's Promark Financial Experience May 2004 - August 2005
Job VP of Business Development at Internet Marketing Inc.
Industry Marketing and Advertising
Experience
Internet Marketing Inc. September 2010 - Present
ECOPYWRITERS.COM March 2014 - Present
Branson Inc March 2003 - January 2012
Who's Calling October 2005 - November 2009
Promark Financial May 2004 - August 2005
Agilent Technologies June 2000 - September 2001
Skills
Web Marketing, Online Marketing, SEO, Social Media Marketing, PPC, Mobile Marketing, New Business Development, Online Reputation..., Marketing, Salesforce.com, Market Research, Brand Development, Analytics, Integrated Marketing, Advertising, Media Buying, Lead Generation, SEM, E-commerce, Digital Marketing, Social Media, Web Design, Google Analytics, Email Marketing, Google Adwords, Web Analytics, Online Advertising, Digital Strategy, Display Advertising, Digital Media, Conversion Optimization, Interactive Marketing, Organic Search, Market Analysis, Online Lead Generation, Marketing Strategy, Affiliate Marketing, Social Networking, B2B, Competitive Analysis, Direct Marketing, Website Development, Media Planning, Entrepreneurship, Sales, Facebook, Multi-channel Marketing, Marketing Communications, Marketing Management, WordPress
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
BS
Monta Vista High School 1994 — 1998
HS
Internet Marketing Inc. September 2010 - Present
ECOPYWRITERS.COM March 2014 - Present
Branson Inc March 2003 - January 2012
Who's Calling October 2005 - November 2009
Promark Financial May 2004 - August 2005
Agilent Technologies June 2000 - September 2001
Skills
Web Marketing, Online Marketing, SEO, Social Media Marketing, PPC, Mobile Marketing, New Business Development, Online Reputation..., Marketing, Salesforce.com, Market Research, Brand Development, Analytics, Integrated Marketing, Advertising, Media Buying, Lead Generation, SEM, E-commerce, Digital Marketing, Social Media, Web Design, Google Analytics, Email Marketing, Google Adwords, Web Analytics, Online Advertising, Digital Strategy, Display Advertising, Digital Media, Conversion Optimization, Interactive Marketing, Organic Search, Market Analysis, Online Lead Generation, Marketing Strategy, Affiliate Marketing, Social Networking, B2B, Competitive Analysis, Direct Marketing, Website Development, Media Planning, Entrepreneurship, Sales, Facebook, Multi-channel Marketing, Marketing Communications, Marketing Management, WordPress
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
BS
Monta Vista High School 1994 — 1998
HS
Kim Aoyama Kim Aoyama's Promark Financial Experience December 2008 - Present
Job President/CEO at Promark Financial
Industry Financial Services
Experience
Promark Financial December 2008 - Present
Education
Point Loma Nazarene University 1983 — 1987
Bachelor of Arts, Communications
Promark Financial December 2008 - Present
Education
Point Loma Nazarene University 1983 — 1987
Bachelor of Arts, Communications
Eric Morgenthaler Eric Morgenthaler's Promark Financial Experience May 2010 - August 2012
Job Sales Executive at Business Enterprise Institute
Industry Financial Services
Experience
Business Enterprise Institute, Exit Planning for Advisors November 2013 - Present
Promark Financial May 2010 - August 2012
National Tax Credit-Denver August 2009 - March 2011
NCS Plus September 2008 - August 2009
Skills
Management, Sales Management, Start-ups, Business Development, Accounts Receivable, Management Consulting, Public Speaking, Organizational..., Leadership, Operations Management, Account Management
Education
Concordia Seminary-St Louis 1980 — 1983
M.Div, Historical Theology
Trinity Evangelical Divinity School 1977 — 1980
Historical Theology
University of Toronto 1975 — 1977
M.A, History
University of Nebraska-Lincoln 1971 — 1975
BA, History, French
Université Bordeaux I 1973 — 1974
Political Science
Business Enterprise Institute, Exit Planning for Advisors November 2013 - Present
Promark Financial May 2010 - August 2012
National Tax Credit-Denver August 2009 - March 2011
NCS Plus September 2008 - August 2009
Skills
Management, Sales Management, Start-ups, Business Development, Accounts Receivable, Management Consulting, Public Speaking, Organizational..., Leadership, Operations Management, Account Management
Education
Concordia Seminary-St Louis 1980 — 1983
M.Div, Historical Theology
Trinity Evangelical Divinity School 1977 — 1980
Historical Theology
University of Toronto 1975 — 1977
M.A, History
University of Nebraska-Lincoln 1971 — 1975
BA, History, French
Université Bordeaux I 1973 — 1974
Political Science
Ben Heizer Ben Heizer's Promark Financial Experience February 2007 - February 2008
Job President/Founder
Industry Financial Services
Experience
Heizer Financial Group February 2008 - Present
United First Financial 2007 - March 2010
Promark Financial February 2007 - February 2008
HZR Enterprises March 2006 - January 2008
Professional Mortgage Partners February 2005 - February 2007
Skills
Leadership, Insurance, Training, Management, Retirement, Life Insurance, Finance, Wealth, IRAs, Wealth Management..., Sales, Sales Management, Mortgage Lending, Retirement Planning, Fixed Annuities, Social Media Marketing, Banking
Education
Northern Illinois University 1999 — 2004
Bachelor of Science
Heizer Financial Group February 2008 - Present
United First Financial 2007 - March 2010
Promark Financial February 2007 - February 2008
HZR Enterprises March 2006 - January 2008
Professional Mortgage Partners February 2005 - February 2007
Skills
Leadership, Insurance, Training, Management, Retirement, Life Insurance, Finance, Wealth, IRAs, Wealth Management..., Sales, Sales Management, Mortgage Lending, Retirement Planning, Fixed Annuities, Social Media Marketing, Banking
Education
Northern Illinois University 1999 — 2004
Bachelor of Science
Brandon Reeder Brandon Reeder's Promark Financial Experience January 2009 - September 2009
Job Agent at American General Life and Accident
Industry Insurance
Experience
Warner Insurance & Financial Services Inc. September 2005 - Present
American General Life and Accident November 2010 - May 2011
Promark Financial January 2009 - September 2009
Insurance Wholesalers May 2004 - December 2006
MTR Distribution February 2003 - April 2004
SCI January 2001 - September 2003
Skills
Insurance, Health Insurance, Retirement Planning, Customer Relations, Financial Planning
Education
Citrus College 1997 — 1998
English, Math, Speech, Psychology
Saddleback College 1995 — 1997
Biology, Chemistry, Math, Sciences, Anatomy
College of Oceaneering 1994 — 1995
Med Tech, Hyperbaric chamber operation; EMT; surface supplied air diving
Warner Insurance & Financial Services Inc. September 2005 - Present
American General Life and Accident November 2010 - May 2011
Promark Financial January 2009 - September 2009
Insurance Wholesalers May 2004 - December 2006
MTR Distribution February 2003 - April 2004
SCI January 2001 - September 2003
Skills
Insurance, Health Insurance, Retirement Planning, Customer Relations, Financial Planning
Education
Citrus College 1997 — 1998
English, Math, Speech, Psychology
Saddleback College 1995 — 1997
Biology, Chemistry, Math, Sciences, Anatomy
College of Oceaneering 1994 — 1995
Med Tech, Hyperbaric chamber operation; EMT; surface supplied air diving
Tracy Walker-Gaspard Tracy Walker-Gaspard's Promark Financial Experience May 2006 - April 2008
Job Financial Advisor at Seeman Holtz
Industry Insurance
Experience
Seeman Holtz October 2014 - Present
IMS Associates April 2012 - June 2013
Promark Financial Insurance Marketing, Inc June 2011 - July 2011
Promark Financial Marketing April 2008 - June 2010
Promark Financial May 2006 - April 2008
Promark Financial Insurance Marketing, Inc October 2005 - May 2006
Powerwave Technologies October 2004 - March 2005
Jaguar Land Rover February 2002 - October 2004
ConAgra Grocery October 2001 - February 2002
Saturn Electronics & Engineering December 1999 - October 2001
Skills
Outlook, PowerPoint, Excel, Expert at Licensing and..., Expert at DOI Licensing, Word, Licensing, Insurance, Microsoft Office, Customer Relations, Reinsurance, Microsoft Excel, Customer Service, Microsoft Word, Fixed Annuities, Recruiting, Leadership, Sales, Management, New Business Development, Sales Management, Strategic Partnerships, CRM, Strategy, Operations Management, Finance, Project Management, Budgets, Life Insurance
Education
University of Phoenix 2014 — 2015
Master of Business Administration (M.B.A.), Business Management
AD Banker 2012 — 2012
Certificate of Completion, Life and Health Insurance
University of Phoenix 2002 — 2006
Bachelor of Science, Business Management 2006
Seeman Holtz October 2014 - Present
IMS Associates April 2012 - June 2013
Promark Financial Insurance Marketing, Inc June 2011 - July 2011
Promark Financial Marketing April 2008 - June 2010
Promark Financial May 2006 - April 2008
Promark Financial Insurance Marketing, Inc October 2005 - May 2006
Powerwave Technologies October 2004 - March 2005
Jaguar Land Rover February 2002 - October 2004
ConAgra Grocery October 2001 - February 2002
Saturn Electronics & Engineering December 1999 - October 2001
Skills
Outlook, PowerPoint, Excel, Expert at Licensing and..., Expert at DOI Licensing, Word, Licensing, Insurance, Microsoft Office, Customer Relations, Reinsurance, Microsoft Excel, Customer Service, Microsoft Word, Fixed Annuities, Recruiting, Leadership, Sales, Management, New Business Development, Sales Management, Strategic Partnerships, CRM, Strategy, Operations Management, Finance, Project Management, Budgets, Life Insurance
Education
University of Phoenix 2014 — 2015
Master of Business Administration (M.B.A.), Business Management
AD Banker 2012 — 2012
Certificate of Completion, Life and Health Insurance
University of Phoenix 2002 — 2006
Bachelor of Science, Business Management 2006
Veronica Magnotta Veronica Magnotta's Promark Financial Experience October 2011 - October 2012
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2012 - Present
Promark Financial October 2011 - October 2012
Lincoln Financial Group April 2011 - September 2011
LPL Financial November 2006 - March 2010
BNY Invesment Center-Pershing, LLC January 1999 - September 2005
J.P. Morgan January 1997 - January 1999
First Union/Evergreen Funds January 1995 - January 1997
Skills
Mutual Funds, Retirement, Fixed Annuities, Insurance, Series 7, Annuity, IRA's, Series 63, Series 65
Education
SUNY Oneonta 1990 — 1994
Bachelor of Science, Business Economics
University of Salamanca, Spain 1993 — 1993
Spanish Language and Literature
Mercy College 1994 — 1994
Certificate, Paralegal Studies
College for Financial Planning
Certified Financial Planning Studies
VALIC October 2012 - Present
Promark Financial October 2011 - October 2012
Lincoln Financial Group April 2011 - September 2011
LPL Financial November 2006 - March 2010
BNY Invesment Center-Pershing, LLC January 1999 - September 2005
J.P. Morgan January 1997 - January 1999
First Union/Evergreen Funds January 1995 - January 1997
Skills
Mutual Funds, Retirement, Fixed Annuities, Insurance, Series 7, Annuity, IRA's, Series 63, Series 65
Education
SUNY Oneonta 1990 — 1994
Bachelor of Science, Business Economics
University of Salamanca, Spain 1993 — 1993
Spanish Language and Literature
Mercy College 1994 — 1994
Certificate, Paralegal Studies
College for Financial Planning
Certified Financial Planning Studies
Rhapsody Budiono Rhapsody Budiono's Promark Financial Experience September 2014 - February 2015
Job Web Application Developer at Swifttech Solutions
Industry Information Technology and Services
Experience
SwiftTech Technology Solutions LLC July 2015 - Present
Promark Financial September 2014 - February 2015
First Foundation, Inc. July 2012 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Windows Server, Teamwork, Troubleshooting, Active Directory, Servers, Management
Education
California State University-Fullerton 2012 — 2015
Bachelor's degree, Computer Science
Saddleback College 2009 — 2012
Associate's degree, Computer Science
SwiftTech Technology Solutions LLC July 2015 - Present
Promark Financial September 2014 - February 2015
First Foundation, Inc. July 2012 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Windows Server, Teamwork, Troubleshooting, Active Directory, Servers, Management
Education
California State University-Fullerton 2012 — 2015
Bachelor's degree, Computer Science
Saddleback College 2009 — 2012
Associate's degree, Computer Science
Jack Navarro Jack Navarro's Promark Financial Experience June 2000 - September 2009
Job Software Consultant
Industry Computer Software
Experience
Consultant Jacks October 2014 - Present
Nationstar Mortgage 2015 - 2015
PIMCO December 2009 - January 2014
Onpoint Classroom June 2009 - October 2009
Promark Financial June 2000 - September 2009
Saddlebackeye Center November 2003 - November 2005
Kosakura January 2005 - June 2005
Univision Music Group June 2002 - October 2003
Entrepreneur.com June 1999 - June 2002
Pacific Health Corp July 2000 - November 2000
Skills
XML, C#, Microsoft SQL Server, Oracle, SharePoint, WPF, Entity Framework, WCF, .NET, CSS, PHP, JavaScript, Sybase, Enterprise Software, PL/SQL, Perl, T-SQL, SDLC, Databases, Financial Services, Enterprise Architecture, VB.NET, Integration Architecture, Bloomberg Terminal, Bloomberg .Net API, Intex, Data Modeling, Database Modeling, SOAP, VSTO, Infragistics, Telerik, Business Intelligence, Fixed Income, MBS, Mortgage Servicing, CRM, Visual Basic, MVVM, MVC Architecture, Prism, RIA Services, Node.js, iOS development, E-commerce, PhoneGap, AngularJS, Drupal
Education
California State University-San Bernardino 1994 — 1997
Bachelor of Arts, Business Administration
California State University-San Bernardino - College of Business and Public Administration 1993 — 1997
BA, Business, Biology
Consultant Jacks October 2014 - Present
Nationstar Mortgage 2015 - 2015
PIMCO December 2009 - January 2014
Onpoint Classroom June 2009 - October 2009
Promark Financial June 2000 - September 2009
Saddlebackeye Center November 2003 - November 2005
Kosakura January 2005 - June 2005
Univision Music Group June 2002 - October 2003
Entrepreneur.com June 1999 - June 2002
Pacific Health Corp July 2000 - November 2000
Skills
XML, C#, Microsoft SQL Server, Oracle, SharePoint, WPF, Entity Framework, WCF, .NET, CSS, PHP, JavaScript, Sybase, Enterprise Software, PL/SQL, Perl, T-SQL, SDLC, Databases, Financial Services, Enterprise Architecture, VB.NET, Integration Architecture, Bloomberg Terminal, Bloomberg .Net API, Intex, Data Modeling, Database Modeling, SOAP, VSTO, Infragistics, Telerik, Business Intelligence, Fixed Income, MBS, Mortgage Servicing, CRM, Visual Basic, MVVM, MVC Architecture, Prism, RIA Services, Node.js, iOS development, E-commerce, PhoneGap, AngularJS, Drupal
Education
California State University-San Bernardino 1994 — 1997
Bachelor of Arts, Business Administration
California State University-San Bernardino - College of Business and Public Administration 1993 — 1997
BA, Business, Biology
Christopher Lenz Christopher Lenz's Promark Financial Experience 2009 - 2010
Job Student at Chapman University, The George L. Argyros School of Business and Economics
Industry Management Consulting
Experience
The Prometheus Institute 2010 - 2011
Promark Financial 2009 - 2010
Meridian Management 2007 - 2008
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2012
MBA
University of San Diego 2004 — 2007
BA, Business Administration
The Prometheus Institute 2010 - 2011
Promark Financial 2009 - 2010
Meridian Management 2007 - 2008
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2012
MBA
University of San Diego 2004 — 2007
BA, Business Administration
Maricel Nilachati Maricel Nilachati's Promark Financial Experience January 2009 - January 2014
Job Administrative Assistant at Superior Press
Industry Insurance
Experience
Superior Press June 2014 - Present
Promark Financial January 2009 - January 2014
Promark Financial October 2005 - January 2009
YMCA of Orange County August 2004 - October 2005
Skills
Fixed Annuities, Insurance, Management, Recruiting, Marketing, Sales, Team Building, Time Management, Strategy, Microsoft Excel, Life Insurance, Marketing Strategy, Term Life Insurance, Underwriting, Customer Service, Teamwork, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Outlook
Education
California State University-Fullerton 2002 — 2004
Bachelor, Psychology
Superior Press June 2014 - Present
Promark Financial January 2009 - January 2014
Promark Financial October 2005 - January 2009
YMCA of Orange County August 2004 - October 2005
Skills
Fixed Annuities, Insurance, Management, Recruiting, Marketing, Sales, Team Building, Time Management, Strategy, Microsoft Excel, Life Insurance, Marketing Strategy, Term Life Insurance, Underwriting, Customer Service, Teamwork, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Outlook
Education
California State University-Fullerton 2002 — 2004
Bachelor, Psychology
Michael Teague Michael Teague's Promark Financial Experience January 2004 - December 2008
Job CEO | Founder at bizM3, Inc.
Industry Marketing and Advertising
Experience
bizm3, Inc. January 2009 - Present
Promark Financial January 2004 - December 2008
Interntional Concert Connect January 2003 - January 2004
Aqua Chemical January 1989 - December 2003
Tattoo Lounge January 1999 - July 1999
Skills
Mobile Marketing, Digital Marketing, Web Development, SMS, Online Advertising, Online Reputation..., SEO, Social Media Marketing, Affiliate Marketing, Sales Presentations, Sales Management, Start-ups, Team Leadership, Mentoring, Capital Raising, Negotiation, Mobile Websites, Mobile Business Cards, Mobile Commerce, Mobile Internet, Mobile Devices, Digital Media, Mobile Applications, Advertising, Website Development, Marketing, Email Marketing, Entrepreneurship, Social Media, PPC, SEM, Strategic Partnerships
Education
San Jose State University 1986 — 1991
Bachelor of Arts (B.A.), Chemistry
bizm3, Inc. January 2009 - Present
Promark Financial January 2004 - December 2008
Interntional Concert Connect January 2003 - January 2004
Aqua Chemical January 1989 - December 2003
Tattoo Lounge January 1999 - July 1999
Skills
Mobile Marketing, Digital Marketing, Web Development, SMS, Online Advertising, Online Reputation..., SEO, Social Media Marketing, Affiliate Marketing, Sales Presentations, Sales Management, Start-ups, Team Leadership, Mentoring, Capital Raising, Negotiation, Mobile Websites, Mobile Business Cards, Mobile Commerce, Mobile Internet, Mobile Devices, Digital Media, Mobile Applications, Advertising, Website Development, Marketing, Email Marketing, Entrepreneurship, Social Media, PPC, SEM, Strategic Partnerships
Education
San Jose State University 1986 — 1991
Bachelor of Arts (B.A.), Chemistry
Ben Peoples Ben Peoples's Promark Financial Experience October 2009 - February 2010
Job Account Executive at Promark Financial
Industry Marketing and Advertising
Experience
California Pizza Kitchen April 2007 - Present
Promark Financial October 2009 - February 2010
brothers, too December 2008 - December 2009
Capistrano Valley Christian School May 2005 - September 2009
PCS Ave January 2000 - June 2005
Skills
Emergency Medical..., PowerPoint, Word, Customer Relations, Excel, Advertising, Telephone Skills, Time Management, Insurance, Photoshop, Market Planning, Teamwork, Database Administration, Portuguese, Imaging, Microsoft Office, Inventory Management, Public Relations, Financial Planning, Event Planning, Outlook, Customer Service, Scheduling, Social Media Marketing, Social Media, Marketing Communications, Hiring, Cold Calling, Customer Satisfaction, Spreadsheets, Problem Solving, Data Entry, Retail, Public Speaking, Social Networking, Market Research, Supervisory Skills, Fundraising, Facebook, Leadership
Education
California State University-Long Beach 2004 — 2009
BA, Psychology, Marketing
Orange Coast College 2001 — 2004
Associates
Escola Americana do Rio de Janeiro 1994 — 1998
high school diploma
California Pizza Kitchen April 2007 - Present
Promark Financial October 2009 - February 2010
brothers, too December 2008 - December 2009
Capistrano Valley Christian School May 2005 - September 2009
PCS Ave January 2000 - June 2005
Skills
Emergency Medical..., PowerPoint, Word, Customer Relations, Excel, Advertising, Telephone Skills, Time Management, Insurance, Photoshop, Market Planning, Teamwork, Database Administration, Portuguese, Imaging, Microsoft Office, Inventory Management, Public Relations, Financial Planning, Event Planning, Outlook, Customer Service, Scheduling, Social Media Marketing, Social Media, Marketing Communications, Hiring, Cold Calling, Customer Satisfaction, Spreadsheets, Problem Solving, Data Entry, Retail, Public Speaking, Social Networking, Market Research, Supervisory Skills, Fundraising, Facebook, Leadership
Education
California State University-Long Beach 2004 — 2009
BA, Psychology, Marketing
Orange Coast College 2001 — 2004
Associates
Escola Americana do Rio de Janeiro 1994 — 1998
high school diploma
Alana Lee Alana Lee's Promark Financial Experience August 2005 - April 2007
Job VP Sales at Nett Solutions Inc.
Industry Internet
Experience
Nett Solutions Inc. January 2013 - Present
Nett Solutions Inc. April 2007 - Present
Beckstrand Cancer Association January 2011 - December 2013
Promark Financial August 2005 - April 2007
St. Regis Residence Club, Aspen April 2004 - April 2005
Skills
Public Speaking, Marketing, Marketing Strategy, Online Advertising, Social Media Marketing, Google Adwords..., Google Analytics, PPC, SEO, SEM, Account Management, Social Media, Affiliate Marketing, Digital Marketing, Business Development, Sales Management, Social Networking, Advertising, Online Marketing, Lead Generation, Direct Marketing, Public Relations, Email Marketing, Marketing Communications, Start-ups, Web Analytics, New Business Development, Market Research, Product Management, Web Marketing, E-commerce, Google Adwords, Mobile Marketing, Salesforce.com, Entrepreneurship, Product Marketing, Facebook, Strategic Partnerships, Customer Acquisition, Digital Strategy, Search Advertising, Online Lead Generation, Analytics
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature (General), Specialization in French Language and Literature
LBHS
Nett Solutions Inc. January 2013 - Present
Nett Solutions Inc. April 2007 - Present
Beckstrand Cancer Association January 2011 - December 2013
Promark Financial August 2005 - April 2007
St. Regis Residence Club, Aspen April 2004 - April 2005
Skills
Public Speaking, Marketing, Marketing Strategy, Online Advertising, Social Media Marketing, Google Adwords..., Google Analytics, PPC, SEO, SEM, Account Management, Social Media, Affiliate Marketing, Digital Marketing, Business Development, Sales Management, Social Networking, Advertising, Online Marketing, Lead Generation, Direct Marketing, Public Relations, Email Marketing, Marketing Communications, Start-ups, Web Analytics, New Business Development, Market Research, Product Management, Web Marketing, E-commerce, Google Adwords, Mobile Marketing, Salesforce.com, Entrepreneurship, Product Marketing, Facebook, Strategic Partnerships, Customer Acquisition, Digital Strategy, Search Advertising, Online Lead Generation, Analytics
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature (General), Specialization in French Language and Literature
LBHS
Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA's Promark Financial Experience January 1998 - March 2000
Job Owner at Cohesive Insurance Services
Industry Financial Services
Experience
Cohesive Insurance Services March 2010 - Present
NAIFA-California June 2015 - Present
BGAgents Insurance Services September 2010 - August 2013
Advanced Planning Services March 2009 - January 2010
Genworth Financial April 2008 - January 2009
CPS Insurance Services March 2000 - April 2008
National Association of Insurance and Financial Advisors 2007 - 2008
Promark Financial January 1998 - March 2000
Promark Financial January 1993 - January 1998
Skills
Annuities, Insurance, Disability Insurance, Financial Advisory, Long Term Care, Annuity, Fixed Annuities, Protection, Estate Planning, Retirement Planning, Financial Planning, Retirement, Term Life Insurance, Benefits, Risk, Long-term Care, Employee Benefits, Banking, Universal Life, Wealth Accumulation, Whole Life, Life Insurance, IRAs, Strategic Financial..., Financial Planners, Financial Risk, Wealth, 401k, Small Business, Sales, Financial Services, Long Term Care Insurance, Variable Annuities, Business Planning, Brokers, Leadership, Critical Illness, Roth IRA, Series 63, Wealth Management, Personal Finance, Series 7, Investment Advisory, Finance, Health Insurance, Underwriting, Pensions, Investments, Investment Strategies, 401k Rollovers
Education
California State University-Fullerton 1996 — 1999
Bachelor of Arts, Business Management
Mater Dei High School, Santa Ana, CA
Cohesive Insurance Services March 2010 - Present
NAIFA-California June 2015 - Present
BGAgents Insurance Services September 2010 - August 2013
Advanced Planning Services March 2009 - January 2010
Genworth Financial April 2008 - January 2009
CPS Insurance Services March 2000 - April 2008
National Association of Insurance and Financial Advisors 2007 - 2008
Promark Financial January 1998 - March 2000
Promark Financial January 1993 - January 1998
Skills
Annuities, Insurance, Disability Insurance, Financial Advisory, Long Term Care, Annuity, Fixed Annuities, Protection, Estate Planning, Retirement Planning, Financial Planning, Retirement, Term Life Insurance, Benefits, Risk, Long-term Care, Employee Benefits, Banking, Universal Life, Wealth Accumulation, Whole Life, Life Insurance, IRAs, Strategic Financial..., Financial Planners, Financial Risk, Wealth, 401k, Small Business, Sales, Financial Services, Long Term Care Insurance, Variable Annuities, Business Planning, Brokers, Leadership, Critical Illness, Roth IRA, Series 63, Wealth Management, Personal Finance, Series 7, Investment Advisory, Finance, Health Insurance, Underwriting, Pensions, Investments, Investment Strategies, 401k Rollovers
Education
California State University-Fullerton 1996 — 1999
Bachelor of Arts, Business Management
Mater Dei High School, Santa Ana, CA
Brian Schaffer's Promark Financial Experience December 2005 - May 2006
Job Director National Talent Acquistion at DaVita Healthcare Partners
Industry Hospital & Health Care
Experience
Healthcare Partners DaVita May 2015 - Present
DaVita May 2008 - May 2015
AppleOne June 2006 - May 2008
Promark Financial December 2005 - May 2006
N’ Spire Health October 2003 - December 2005
RPT Associates December 2000 - October 2003
Skills
Healthcare, Talent Management, Team Leadership, Employee Relations, Recruiting, Leadership, Training, Executive Search, Screening, Interviews, Management, Hiring, Human Resources, Contract Recruitment, Staff Development, Team Building, Program Management, Applicant Tracking..., Marketing, Sourcing, Cross-functional Team..., Onboarding, Temporary Placement, College Recruiting, Talent Acquisition, Technical Recruiting, Internet Recruiting, Sales, Cold Calling, Time Management, Performance Management, Workforce Planning, Building Relationships, Temporary Staffing, Employee Benefits, New Hire Orientations, Employee Training, Employer Branding, Screening Resumes, Succession Planning, Benefits Negotiation, Permanent Placement, Taleo, HRIS, Deferred Compensation, Relationship Building
Education
University of Colorado Boulder 1997 — 2001
BA, Kinesiology
University of Colorado Boulder 1997 — 2001
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Healthcare Partners DaVita May 2015 - Present
DaVita May 2008 - May 2015
AppleOne June 2006 - May 2008
Promark Financial December 2005 - May 2006
N’ Spire Health October 2003 - December 2005
RPT Associates December 2000 - October 2003
Skills
Healthcare, Talent Management, Team Leadership, Employee Relations, Recruiting, Leadership, Training, Executive Search, Screening, Interviews, Management, Hiring, Human Resources, Contract Recruitment, Staff Development, Team Building, Program Management, Applicant Tracking..., Marketing, Sourcing, Cross-functional Team..., Onboarding, Temporary Placement, College Recruiting, Talent Acquisition, Technical Recruiting, Internet Recruiting, Sales, Cold Calling, Time Management, Performance Management, Workforce Planning, Building Relationships, Temporary Staffing, Employee Benefits, New Hire Orientations, Employee Training, Employer Branding, Screening Resumes, Succession Planning, Benefits Negotiation, Permanent Placement, Taleo, HRIS, Deferred Compensation, Relationship Building
Education
University of Colorado Boulder 1997 — 2001
BA, Kinesiology
University of Colorado Boulder 1997 — 2001
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Denise Van Eck Denise Van Eck's Promark Financial Experience 2010 - July 2012
Job Owner, Thought Design
Industry Education Management
Experience
Thought Design May 2013 - Present
Failure:Lab April 2015 - Present
Step Up! (Zondervan Publishing) August 2005 - Present
Tilt, Inc. 2012 - Present
Promark Financial 2010 - July 2012
Deep Shift Coaching April 2003 - September 2010
Kent District Library 2009 - 2010
Mar Hill Bible Church 2004 - 2007
Skills
Leadership Development, Executive Coaching, Organizational..., MBTI, Strategic Planning, Non-profits, Coaching, Emotional Intelligence, Organizational..., Public Speaking, Training, Workshop Facilitation, Personal Development, Team Building, Performance Management, Conflict Resolution, Employee Engagement, Adult Education, Management, Nonprofits, Fundraising, Leadership, Staff Development, 360 Feedback, E-Learning, Career Development, Program Development, Change Management, Business Coaching, Instructional Design, Career Management, Management Development, Career Counseling, Community Outreach, Succession Planning, Culture Change, Executive Development, Interviews, Blended Learning, Resume Writing, Published Author, Executive Team Coaching, Organizational Learning, Leadership Retreats, Social Networking, Talent Management, Learning Management, Motivational Speaking, Training Delivery, Facilitation
Education
Davenport University
Business Administration and Management, General
Loyola University of Chicago
UC Irvine
Instructional Design, Curriculum and Instruction
Thought Design May 2013 - Present
Failure:Lab April 2015 - Present
Step Up! (Zondervan Publishing) August 2005 - Present
Tilt, Inc. 2012 - Present
Promark Financial 2010 - July 2012
Deep Shift Coaching April 2003 - September 2010
Kent District Library 2009 - 2010
Mar Hill Bible Church 2004 - 2007
Skills
Leadership Development, Executive Coaching, Organizational..., MBTI, Strategic Planning, Non-profits, Coaching, Emotional Intelligence, Organizational..., Public Speaking, Training, Workshop Facilitation, Personal Development, Team Building, Performance Management, Conflict Resolution, Employee Engagement, Adult Education, Management, Nonprofits, Fundraising, Leadership, Staff Development, 360 Feedback, E-Learning, Career Development, Program Development, Change Management, Business Coaching, Instructional Design, Career Management, Management Development, Career Counseling, Community Outreach, Succession Planning, Culture Change, Executive Development, Interviews, Blended Learning, Resume Writing, Published Author, Executive Team Coaching, Organizational Learning, Leadership Retreats, Social Networking, Talent Management, Learning Management, Motivational Speaking, Training Delivery, Facilitation
Education
Davenport University
Business Administration and Management, General
Loyola University of Chicago
UC Irvine
Instructional Design, Curriculum and Instruction
Joseph Myers Joseph Myers's Promark Financial Experience 2010 - 2012
Job Connections Pastor @ Harvest Church
Industry Nonprofit Organization Management
Experience
Harvest Church August 2015 - Present
Turnkey Consulting January 2002 - Present
frontporch consulting 2001 - Present
Trinet Internet Solutions January 2013 - July 2014
PROMARK FINANCIAL SERVICES January 2010 - January 2012
Promark Financial 2010 - 2012
SETTINGPACE (sP), LLC January 1990 - January 2010
Planman Technologies April 2009 - 2010
settingpace 1991 - 2010
Taco Bell January 1989 - January 1990
Skills
Marketing Communications, Marketing Strategy, Graphic Design, CEOs, Art Direction, Public Speaking, Speech Writing, Speech Coaching, Video Production, Production Planning, Production Managment, Published Author, Strategic Planning, Business Strategy, Strategic Communications, Strategic Consulting, Organizational..., Organizational Behavior, Change Management, Culture Change, Program Management, Publishing, Thought Leadership, Brand Management, Connecting the Dots, Books, Ebooks, Textbooks, Sales, Product Management, Nonprofits, Strategy, Team Management, Leadership, Social Media Marketing, Visionary Thinking, Consulting, Team Leadership, Entrepreneurship, Management, Marketing, New Business Development, CRM, Enterprise Software, Start-ups, Online Marketing, Lead Generation, Online Advertising, Digital Marketing, Mobile Devices
Education
Cincinnati Academy of Design 1992 — 1994
Associate of Arts (A.A.), Graphic Design
Johnson Bible College 1981 — 1985
Bachelor of Science (B.S.), Speech Communication and Rhetoric
shenandoah high school
Harvest Church August 2015 - Present
Turnkey Consulting January 2002 - Present
frontporch consulting 2001 - Present
Trinet Internet Solutions January 2013 - July 2014
PROMARK FINANCIAL SERVICES January 2010 - January 2012
Promark Financial 2010 - 2012
SETTINGPACE (sP), LLC January 1990 - January 2010
Planman Technologies April 2009 - 2010
settingpace 1991 - 2010
Taco Bell January 1989 - January 1990
Skills
Marketing Communications, Marketing Strategy, Graphic Design, CEOs, Art Direction, Public Speaking, Speech Writing, Speech Coaching, Video Production, Production Planning, Production Managment, Published Author, Strategic Planning, Business Strategy, Strategic Communications, Strategic Consulting, Organizational..., Organizational Behavior, Change Management, Culture Change, Program Management, Publishing, Thought Leadership, Brand Management, Connecting the Dots, Books, Ebooks, Textbooks, Sales, Product Management, Nonprofits, Strategy, Team Management, Leadership, Social Media Marketing, Visionary Thinking, Consulting, Team Leadership, Entrepreneurship, Management, Marketing, New Business Development, CRM, Enterprise Software, Start-ups, Online Marketing, Lead Generation, Online Advertising, Digital Marketing, Mobile Devices
Education
Cincinnati Academy of Design 1992 — 1994
Associate of Arts (A.A.), Graphic Design
Johnson Bible College 1981 — 1985
Bachelor of Science (B.S.), Speech Communication and Rhetoric
shenandoah high school
Jeannette Guck Jeannette Guck's Promark Financial Experience September 2009 - August 2010
Job Client Relations Supervisor at McTigue Financial Group of Northwestern Mutual
Industry Financial Services
Experience
McTigue Financial Group of Northwestern Mutual May 2013 - Present
McTigue Financial Group of Northwestern Mutual November 2010 - May 2013
Promark Financial September 2009 - August 2010
Los Angeles Loyolan April 2007 - May 2008
Skills
Social Media, Research, Time Management, Crisis Management, Public Speaking, Leadership, Training, Client Relations Skills, Management, Finance, Insurance, Investments, Writing, Editing, Sales Management, Customer Service, Sales
Education
University of Chicago 2008 — 2009
M.A.
Loyola Marymount University 2004 — 2008
B.A.
University of Oxford 2006 — 2006
McTigue Financial Group of Northwestern Mutual May 2013 - Present
McTigue Financial Group of Northwestern Mutual November 2010 - May 2013
Promark Financial September 2009 - August 2010
Los Angeles Loyolan April 2007 - May 2008
Skills
Social Media, Research, Time Management, Crisis Management, Public Speaking, Leadership, Training, Client Relations Skills, Management, Finance, Insurance, Investments, Writing, Editing, Sales Management, Customer Service, Sales
Education
University of Chicago 2008 — 2009
M.A.
Loyola Marymount University 2004 — 2008
B.A.
University of Oxford 2006 — 2006
AMY HEALEY AMY HEALEY's Promark Financial Experience July 2004 - Present
Job CFO at Promark Financial
Industry Financial Services
Experience
Promark Financial July 2004 - Present
Promark Financial October 1999 - Present
Promark Financial July 2000 - October 2004
Promark Financial October 1994 - July 2000
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Promark Financial July 2004 - Present
Promark Financial October 1999 - Present
Promark Financial July 2000 - October 2004
Promark Financial October 1994 - July 2000
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
Lucas Flagler Lucas Flagler's Promark Financial Experience 2008 - 2009
Job Executive Recruiter @ Blue Shield of California
Industry Hospital & Health Care
Experience
Blue Shield of California January 2013 - Present
Robert Half International June 2012 - January 2013
Advantage Technical Resourcing August 2011 - June 2012
Oxford and Associates February 2010 - July 2011
Promark Financial 2008 - 2009
Cinnabar Hills Golf Club 2006 - 2008
Skills
Business Development, Sales, Building Relationships, Delivering Solutions, Talent Acquisition, Cold Calling, Strengthening Client..., Business Analysis, Contract Negotiation, Strategic Thinking, Business Strategy, Human Resources, Project Management, Staffing Services, SDLC, Technical Recruiting, Contract Recruitment, Management, Internet Recruiting, Account Management, Recruiting, Temporary Placement, Screening Resumes, Project Planning, Benefits Negotiation, Permanent Placement, Applicant Tracking..., Staff Augmentation, Sourcing, Networking, Performance Management, Employee Relations, Executive Search, HRIS, Onboarding, Interviews, Recruitment Advertising, Team Building, Talent Management, Resume Writing, Training, Screening, Vendor Management, Temporary Staffing, New Business Development, IT Recruitment, Outsourcing, Hiring, Consulting, Taleo
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science, Business
Leland High School 1997 — 2001
Blue Shield of California January 2013 - Present
Robert Half International June 2012 - January 2013
Advantage Technical Resourcing August 2011 - June 2012
Oxford and Associates February 2010 - July 2011
Promark Financial 2008 - 2009
Cinnabar Hills Golf Club 2006 - 2008
Skills
Business Development, Sales, Building Relationships, Delivering Solutions, Talent Acquisition, Cold Calling, Strengthening Client..., Business Analysis, Contract Negotiation, Strategic Thinking, Business Strategy, Human Resources, Project Management, Staffing Services, SDLC, Technical Recruiting, Contract Recruitment, Management, Internet Recruiting, Account Management, Recruiting, Temporary Placement, Screening Resumes, Project Planning, Benefits Negotiation, Permanent Placement, Applicant Tracking..., Staff Augmentation, Sourcing, Networking, Performance Management, Employee Relations, Executive Search, HRIS, Onboarding, Interviews, Recruitment Advertising, Team Building, Talent Management, Resume Writing, Training, Screening, Vendor Management, Temporary Staffing, New Business Development, IT Recruitment, Outsourcing, Hiring, Consulting, Taleo
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science, Business
Leland High School 1997 — 2001
Christopher Ong's Promark Financial Experience June 2004 - March 2007
Job Media Manager
Industry Marketing and Advertising
Experience
iCrossing April 2015 - Present
Estorm International January 2015 - April 2015
Nett Solutions Inc. March 2009 - September 2014
Balboa Capital March 2007 - March 2009
Promark Financial June 2004 - March 2007
Skills
SEO, PPC, Google Analytics, Marketing, Digital Marketing, Social Media Marketing, Lead Generation, Online Marketing, Google Adwords..., Sales, Google Adwords, SEM, Display Advertising, PPC Bid Management, Account Management, New Business Development, Client Prospecting, Online Advertising, Email Marketing, Web Marketing, CRM, Cold Calling, Affiliate Marketing, Retargeting, Outside Sales, Life Insurance, Trade Shows, E-commerce, Inside Sales, Search Advertising, Web Analytics, Web Services, Advertising, Marketing Strategy, Leadership, Conversion Optimization, Digital Strategy, Management, Marin Software, Business Development, Strategic Planning, Social Media, Digital Media, Brand Awareness
Education
UC Irvine 1999 — 2004
Bachelor's degree, Political Science and Management
iCrossing April 2015 - Present
Estorm International January 2015 - April 2015
Nett Solutions Inc. March 2009 - September 2014
Balboa Capital March 2007 - March 2009
Promark Financial June 2004 - March 2007
Skills
SEO, PPC, Google Analytics, Marketing, Digital Marketing, Social Media Marketing, Lead Generation, Online Marketing, Google Adwords..., Sales, Google Adwords, SEM, Display Advertising, PPC Bid Management, Account Management, New Business Development, Client Prospecting, Online Advertising, Email Marketing, Web Marketing, CRM, Cold Calling, Affiliate Marketing, Retargeting, Outside Sales, Life Insurance, Trade Shows, E-commerce, Inside Sales, Search Advertising, Web Analytics, Web Services, Advertising, Marketing Strategy, Leadership, Conversion Optimization, Digital Strategy, Management, Marin Software, Business Development, Strategic Planning, Social Media, Digital Media, Brand Awareness
Education
UC Irvine 1999 — 2004
Bachelor's degree, Political Science and Management
Brad Knerr Brad Knerr's Promark Financial Experience October 2005 - November 2008
Job Employee Benefits Account Executive at Van Beurden Insurance Services, Inc.
Industry Financial Services
Experience
Van Beurden Insurance Services, Inc. October 2011 - Present
Pacific Advisors November 2008 - October 2011
Promark Financial October 2005 - November 2008
Skills
Employee Benefits, Health Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement, Fixed Annuities, Retirement Planning, Risk Management, Estate Planning, Strategic Financial..., Business Planning, Insurance, Long-term Care, Term Life Insurance, IRAs, Whole Life, Underwriting, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2002 — 2005
BS, Business, Finance
Van Beurden Insurance Services, Inc. October 2011 - Present
Pacific Advisors November 2008 - October 2011
Promark Financial October 2005 - November 2008
Skills
Employee Benefits, Health Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement, Fixed Annuities, Retirement Planning, Risk Management, Estate Planning, Strategic Financial..., Business Planning, Insurance, Long-term Care, Term Life Insurance, IRAs, Whole Life, Underwriting, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2002 — 2005
BS, Business, Finance
Moe Biltagi's Promark Financial Experience 2003 - 2009
Job insurance and retirement consultant
Industry Insurance
Experience
Asurea Inc. & Insurance Wholesalers Inc. 2009 - Present
promark finiacial June 2003 - March 2009
Promark Financial 2003 - 2009
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Retirement Planning, Strategic Financial..., Retirement, Sales Management, Investments, Term Life Insurance, Wealth Management, Cold Calling, 401k, Critical Illness, Financial Planners, Risk Management, Whole Life, Financial Planning, Sales, Team Building, Brokers
Education
Riverside City College 1999 — 2001
Asurea Inc. & Insurance Wholesalers Inc. 2009 - Present
promark finiacial June 2003 - March 2009
Promark Financial 2003 - 2009
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Retirement Planning, Strategic Financial..., Retirement, Sales Management, Investments, Term Life Insurance, Wealth Management, Cold Calling, 401k, Critical Illness, Financial Planners, Risk Management, Whole Life, Financial Planning, Sales, Team Building, Brokers
Education
Riverside City College 1999 — 2001
Jennifer Scheliga's Promark Financial Experience September 2007 - Present
Job Senior Manager at Promark Financial
Industry Financial Services
Experience
Promark Financial September 2007 - Present
Promark Financial February 2006 - October 2007
Promark Financial March 2004 - January 2006
Discovery Channel Store August 1997 - April 2004
Education
California State Polytechnic University-Pomona
Business, Business and Veterinary Technology
Promark Financial September 2007 - Present
Promark Financial February 2006 - October 2007
Promark Financial March 2004 - January 2006
Discovery Channel Store August 1997 - April 2004
Education
California State Polytechnic University-Pomona
Business, Business and Veterinary Technology
Robert Trejo's Promark Financial Experience January 2008 - January 2011
Job Chief Executive Officer at Coeus Financial
Industry Financial Services
Experience
Coeus Financial July 2013 - Present
Securus Financial 2011 - July 2013
Pluris Financial Group June 2011 - November 2011
Pluris Financial Group January 2008 - June 2011
Promark Financial January 2008 - January 2011
Promark Financial January 2007 - December 2007
Promark Financial October 2000 - August 2002
Skills
Investment Advisory..., Fixed Income Strategies, Life Insurance, Fixed Annuities, Equity Indexed Annuities, Wealth Management, Multi-generational..., Insurance, Asset Management, General Securities..., Investments, Estate Planning, Retirement Planning, Retirement, Finance, Financial Advisory, Financial Services, Sales, Sales Management, Customer Service
Education
Capuchino HS
The American College
Coeus Financial July 2013 - Present
Securus Financial 2011 - July 2013
Pluris Financial Group June 2011 - November 2011
Pluris Financial Group January 2008 - June 2011
Promark Financial January 2008 - January 2011
Promark Financial January 2007 - December 2007
Promark Financial October 2000 - August 2002
Skills
Investment Advisory..., Fixed Income Strategies, Life Insurance, Fixed Annuities, Equity Indexed Annuities, Wealth Management, Multi-generational..., Insurance, Asset Management, General Securities..., Investments, Estate Planning, Retirement Planning, Retirement, Finance, Financial Advisory, Financial Services, Sales, Sales Management, Customer Service
Education
Capuchino HS
The American College
Kaiser Baig's Promark Financial Experience February 2006 - February 2009
Job Director, Business Banking at Opus Bank
Industry Banking
Experience
Opus Bank February 2015 - Present
Opus Bank September 2013 - February 2015
Comerica Bank April 2012 - September 2013
Duke Kaiser Inc February 2008 - March 2012
U.S. Bank November 2009 - February 2011
U.S. Bank March 2008 - November 2009
Promark Financial February 2006 - February 2009
GNC April 2001 - March 2006
Skills
Loans, Banking, Mortgage Lending, Investments, Credit, Small Business Lending, Sales, Financial Services..., Life Insurance, Mutual Funds, Financial Analysis, Insurance, Retirement Planning, Retail Banking, Fixed Annuities, Credit Analysis, IRAs, Portfolio Management, Series 7, Series 63, Finance, Sales Management, Operations Management
Education
California State University-Fullerton 2005 — 2009
Bachelors, Business Administration
2002 Fullerton Junior College 2001 — 2004
Associates, Business Administration
Opus Bank February 2015 - Present
Opus Bank September 2013 - February 2015
Comerica Bank April 2012 - September 2013
Duke Kaiser Inc February 2008 - March 2012
U.S. Bank November 2009 - February 2011
U.S. Bank March 2008 - November 2009
Promark Financial February 2006 - February 2009
GNC April 2001 - March 2006
Skills
Loans, Banking, Mortgage Lending, Investments, Credit, Small Business Lending, Sales, Financial Services..., Life Insurance, Mutual Funds, Financial Analysis, Insurance, Retirement Planning, Retail Banking, Fixed Annuities, Credit Analysis, IRAs, Portfolio Management, Series 7, Series 63, Finance, Sales Management, Operations Management
Education
California State University-Fullerton 2005 — 2009
Bachelors, Business Administration
2002 Fullerton Junior College 2001 — 2004
Associates, Business Administration
Claire Waldvogel's Promark Financial Experience March 2004 - May 2007
Job Deputy Program Manager at Acclaim Technical Services
Industry Staffing and Recruiting
Experience
Acclaim Technical Services January 2008 - March 2012
VMA Group June 2007 - October 2007
Promark Financial March 2004 - May 2007
Skills
Program Management, Microsoft Office, Proposal Writing, Recruiting, Human Resources, Customer Service, Project Planning, Analysis, Microsoft Excel, Applicant Tracking...
Education
University of California, Irvine 2002 — 2007
BA, Political Science
Acclaim Technical Services January 2008 - March 2012
VMA Group June 2007 - October 2007
Promark Financial March 2004 - May 2007
Skills
Program Management, Microsoft Office, Proposal Writing, Recruiting, Human Resources, Customer Service, Project Planning, Analysis, Microsoft Excel, Applicant Tracking...
Education
University of California, Irvine 2002 — 2007
BA, Political Science
Bryan Foley's Promark Financial Experience May 2008 - November 2008
Job Research Business Analyst at OHSU
Industry Information Technology and Services
Experience
OHSU September 2013 - Present
VSP November 2010 - September 2013
VSP June 2009 - November 2010
Promark Financial May 2008 - November 2008
Albertsons May 2007 - September 2007
The Olive Pit June 2003 - September 2006
Skills
ILOG, SDLC, SQL, XML, SoapUI, Unit Testing, Documentation, Requirements Analysis, Data Analysis, Business Analysis, Agile, Quality Assurance, Microsoft Office, Research, Problem Solving, Process Improvement, Business Rules, System Requirements, System Design, Visio, Report Writing, Insurance Claims, Software Implementation, Reporting & Analysis, Crystal Reports, Mainframe, Cost Benefit Analysis, Coaching, Agile Methodologies, Software Documentation
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science, Business - Management Information Systems
Corning Union High School
OHSU September 2013 - Present
VSP November 2010 - September 2013
VSP June 2009 - November 2010
Promark Financial May 2008 - November 2008
Albertsons May 2007 - September 2007
The Olive Pit June 2003 - September 2006
Skills
ILOG, SDLC, SQL, XML, SoapUI, Unit Testing, Documentation, Requirements Analysis, Data Analysis, Business Analysis, Agile, Quality Assurance, Microsoft Office, Research, Problem Solving, Process Improvement, Business Rules, System Requirements, System Design, Visio, Report Writing, Insurance Claims, Software Implementation, Reporting & Analysis, Crystal Reports, Mainframe, Cost Benefit Analysis, Coaching, Agile Methodologies, Software Documentation
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science, Business - Management Information Systems
Corning Union High School
Jerry Yeung's Promark Financial Experience March 2006 - August 2006
Job CFO at SJ Distributors, Inc
Industry Food & Beverages
Experience
SJ Distributors, Inc November 2009 - Present
University of San Francisco July 2008 - October 2009
Wells Fargo Bank March 2008 - July 2008
Twin Capital Mortgage October 2006 - September 2007
Promark Financial March 2006 - August 2006
Grand Wood Ltd October 2004 - November 2005
Modern Links, Inc January 2002 - October 2004
Skills
Finance, Management, Investments, Financial Analysis, Financial Modeling, Valuation, Strategic Planning, Strategy, Leadership, Data Analysis, Budgets, Project Management, Analysis, Corporate Finance, Financial Reporting, Financial Projection, Organizational Structure
Education
University of San Francisco 2008 — 2009
M.S, Financial Analysis
University of Utah 2000 — 2004
B.S, Electrical Engineering
SJ Distributors, Inc November 2009 - Present
University of San Francisco July 2008 - October 2009
Wells Fargo Bank March 2008 - July 2008
Twin Capital Mortgage October 2006 - September 2007
Promark Financial March 2006 - August 2006
Grand Wood Ltd October 2004 - November 2005
Modern Links, Inc January 2002 - October 2004
Skills
Finance, Management, Investments, Financial Analysis, Financial Modeling, Valuation, Strategic Planning, Strategy, Leadership, Data Analysis, Budgets, Project Management, Analysis, Corporate Finance, Financial Reporting, Financial Projection, Organizational Structure
Education
University of San Francisco 2008 — 2009
M.S, Financial Analysis
University of Utah 2000 — 2004
B.S, Electrical Engineering
Andrew Knez's Promark Financial Experience May 2007 - June 2008
Job Attorney at Law
Industry Legal Services
Experience
Knez Law June 2014 - Present
Law Offices of Fred J. Knez May 2009 - June 2014
Disability Rights Legal Center 2013 - 2013
Promark Financial May 2007 - June 2008
Burlington Coat Factory January 2005 - May 2007
Skills
Litigation, Westlaw, Civil Litigation, Litigation Support, Courts, Corporate Law, Commercial Litigation, Intellectual Property, Trials, Personal Injury, Employment Law, Appeals, Family Law, Mediation, Lexis, Criminal Law, Dispute Resolution, Motions, Product Liability, Insurance Law, Torts, Medical Malpractice, Construction Law, Personal Injury..., Constitutional Law, Breach Of Contract, Civil Rights, Employment...
Education
University of La Verne College of Law 2010 — 2013
Juris Doctor, Law
California State University-Fullerton 2002 — 2007
Bachelor's degree, Poltical Science and Criminal Justice
Knez Law June 2014 - Present
Law Offices of Fred J. Knez May 2009 - June 2014
Disability Rights Legal Center 2013 - 2013
Promark Financial May 2007 - June 2008
Burlington Coat Factory January 2005 - May 2007
Skills
Litigation, Westlaw, Civil Litigation, Litigation Support, Courts, Corporate Law, Commercial Litigation, Intellectual Property, Trials, Personal Injury, Employment Law, Appeals, Family Law, Mediation, Lexis, Criminal Law, Dispute Resolution, Motions, Product Liability, Insurance Law, Torts, Medical Malpractice, Construction Law, Personal Injury..., Constitutional Law, Breach Of Contract, Civil Rights, Employment...
Education
University of La Verne College of Law 2010 — 2013
Juris Doctor, Law
California State University-Fullerton 2002 — 2007
Bachelor's degree, Poltical Science and Criminal Justice
Kristy Tran's Promark Financial Experience January 2007 - November 2007
Job Neuroscience Specialist at Accera
Industry Pharmaceuticals
Experience
Accera July 2012 - Present
Pamlab, LLC January 2008 - July 2012
Promark Financial January 2007 - November 2007
Oxford Global Resources August 2005 - December 2006
Skills
Pharmaceutical Sales, Medical Sales, Neuroscience, Sales Effectiveness, Cardiology
Education
University of California, Davis 2000 — 2005
BS, Biochemistry, English
Accera July 2012 - Present
Pamlab, LLC January 2008 - July 2012
Promark Financial January 2007 - November 2007
Oxford Global Resources August 2005 - December 2006
Skills
Pharmaceutical Sales, Medical Sales, Neuroscience, Sales Effectiveness, Cardiology
Education
University of California, Davis 2000 — 2005
BS, Biochemistry, English
Sean Dimalanta's Promark Financial Experience December 2007 - July 2008
Job Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings September 2010 - Present
Merrill Lynch 2009 - 2010
Promark Financial December 2007 - July 2008
GunnAllen Financial May 2006 - August 2007
Skills
Mutual Funds, Retirement Planning, Wealth Management, 401k, Retirement
Education
University of Florida 2001 — 2005
B.A., Economics
Ubiquity Retirement + Savings September 2010 - Present
Merrill Lynch 2009 - 2010
Promark Financial December 2007 - July 2008
GunnAllen Financial May 2006 - August 2007
Skills
Mutual Funds, Retirement Planning, Wealth Management, 401k, Retirement
Education
University of Florida 2001 — 2005
B.A., Economics
Cory Scott's Promark Financial Experience 2007 - 2007
Job President/ Principal Attorney, CMS Business Law, APC
Industry Law Practice
Experience
CMS Business Law January 2015 - Present
CMS Business Consulting, Inc. November 2010 - Present
Exchango.com October 2009 - December 2012
Tharpe & Howell, LLP January 2010 - November 2010
Honorable Consuelo B. Marshall, USDC January 2009 - June 2009
Promark Financial 2007 - 2007
Los Angeles Superior Court January 2006 - May 2006
Skills
Legal, Legal Consulting, Start-up Formation, Start-up Organizations, Start-ups, Brand Development, Legal Research, Corporate Law, Business Development, Litigation, Legal Writing, Courts, General Corporate..., Civil Litigation, Intellectual Property, Mediation, Arbitration, Westlaw, Strategy, Start-up Consulting, E-commerce, Product Development
Education
Southwestern University School of Law 2007 — 2009
Juris Doctor
California State University-Long Beach 2002 — 2006
Bachelor of Arts, Business Economics
Las Lomas High School 1998 — 2002
CMS Business Law January 2015 - Present
CMS Business Consulting, Inc. November 2010 - Present
Exchango.com October 2009 - December 2012
Tharpe & Howell, LLP January 2010 - November 2010
Honorable Consuelo B. Marshall, USDC January 2009 - June 2009
Promark Financial 2007 - 2007
Los Angeles Superior Court January 2006 - May 2006
Skills
Legal, Legal Consulting, Start-up Formation, Start-up Organizations, Start-ups, Brand Development, Legal Research, Corporate Law, Business Development, Litigation, Legal Writing, Courts, General Corporate..., Civil Litigation, Intellectual Property, Mediation, Arbitration, Westlaw, Strategy, Start-up Consulting, E-commerce, Product Development
Education
Southwestern University School of Law 2007 — 2009
Juris Doctor
California State University-Long Beach 2002 — 2006
Bachelor of Arts, Business Economics
Las Lomas High School 1998 — 2002
Nain Sabillon's Promark Financial Experience October 2010 - Present
Job Account Sales Executive
Industry Insurance
Experience
Promark Financial October 2010 - Present
LivingSocial August 2014 - October 2014
MESA Schools Program October 2007 - June 2010
GEAR UP August 2009 - August 2009
Skills
CRM, Life Insurance, Team Building, Sales, Cold Calling, Direct Sales
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Promark Financial October 2010 - Present
LivingSocial August 2014 - October 2014
MESA Schools Program October 2007 - June 2010
GEAR UP August 2009 - August 2009
Skills
CRM, Life Insurance, Team Building, Sales, Cold Calling, Direct Sales
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Alieh Zamany's Promark Financial Experience July 2009 - Present
Job Concierge at Promark Financial
Industry Financial Services
Experience
Promark Financial July 2009 - Present
The Theatre Museum September 2008 - December 2008
Margaret Sanger Project January 2008 - May 2008
Ambulance Service Association January 2007 - June 2007
Education
New York University 2007 — 2009
MA, History
University of California, Irvine 2002 — 2006
BA, History and Classical Civilizations
Promark Financial July 2009 - Present
The Theatre Museum September 2008 - December 2008
Margaret Sanger Project January 2008 - May 2008
Ambulance Service Association January 2007 - June 2007
Education
New York University 2007 — 2009
MA, History
University of California, Irvine 2002 — 2006
BA, History and Classical Civilizations
Kristy Afraimi's Promark Financial Experience June 2005 - December 2010
Job BAM Advisory Group
Industry Financial Services
Experience
BAM Advisory Group January 2011 - Present
Promark Financial June 2005 - December 2010
24 Hour Fitness August 2001 - April 2004
Yipes Enterprise Services April 1999 - April 2001
Education
St. Mary's College of California 1997 — 1998
Paralegal
Ohlone College 1994 — 1997
Asssociates, Liberal Arts
BAM Advisory Group January 2011 - Present
Promark Financial June 2005 - December 2010
24 Hour Fitness August 2001 - April 2004
Yipes Enterprise Services April 1999 - April 2001
Education
St. Mary's College of California 1997 — 1998
Paralegal
Ohlone College 1994 — 1997
Asssociates, Liberal Arts
Duawin Park's Promark Financial Experience April 2002 - July 2008
Job Principal
Industry Financial Services
Experience
PAMG July 2012 - Present
The Guardian Life Insurance Company of America March 2012 - July 2012
Prudential Financial July 2008 - March 2012
Promark Financial April 2002 - July 2008
Federal Network Services January 2001 - December 2001
Ascolta Training Company January 1997 - December 2000
Skills
Management, Sales, Strategy, Strategic Planning, Sales Management, Financial Services, Program Management, Investments, Marketing, Business Development, Microsoft Office, Leadership, Financial Planning, Portfolio Management, Public Speaking, Marketing Strategy, Financial Analysis, Asset Management, Strategic Financial..., Negotiation, Retirement Planning, Financial Modeling, Mutual Funds, Insurance
Education
UC Irvine
Economics, Economics
PAMG July 2012 - Present
The Guardian Life Insurance Company of America March 2012 - July 2012
Prudential Financial July 2008 - March 2012
Promark Financial April 2002 - July 2008
Federal Network Services January 2001 - December 2001
Ascolta Training Company January 1997 - December 2000
Skills
Management, Sales, Strategy, Strategic Planning, Sales Management, Financial Services, Program Management, Investments, Marketing, Business Development, Microsoft Office, Leadership, Financial Planning, Portfolio Management, Public Speaking, Marketing Strategy, Financial Analysis, Asset Management, Strategic Financial..., Negotiation, Retirement Planning, Financial Modeling, Mutual Funds, Insurance
Education
UC Irvine
Economics, Economics
Lauren Gani's Promark Financial Experience May 2015 - Present
Job Financial Analyst at Promark Financial
Industry Financial Services
Experience
Promark Financial May 2015 - Present
Together Marketing Systems Inc. August 2014 - December 2014
Martin Thermal Engineering, Inc. June 2012 - July 2012
Skills
Marketing, Microsoft Word, Teamwork, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Biology, Orchestral Music
Education
Azusa Pacific University 2011 — 2015
Bachelor of Science (BS), Applied Health, Business Emphasis
Promark Financial May 2015 - Present
Together Marketing Systems Inc. August 2014 - December 2014
Martin Thermal Engineering, Inc. June 2012 - July 2012
Skills
Marketing, Microsoft Word, Teamwork, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Biology, Orchestral Music
Education
Azusa Pacific University 2011 — 2015
Bachelor of Science (BS), Applied Health, Business Emphasis
adrien barajas's Promark Financial Experience December 2009 - January 2013
Job Life and Retirement advisor at ADVANTIS INSURANCE SERVICES
Industry Financial Services
Experience
ADVANTIS INSURANCE SERVICES January 2013 - Present
Promark Financial December 2009 - January 2013
Skills
Strategic Financial..., Investments, Financial Services, Insurance, Wealth Management, Retirement Planning, Mutual Funds, Financial Analysis, Salesforce.com, Life Insurance, Financial Modeling, Retirement, Fixed Annuities, Term Life Insurance, Long-term Care, Strategic Partnerships, Disability Insurance, IRAs
Education
Arizona State University
ADVANTIS INSURANCE SERVICES January 2013 - Present
Promark Financial December 2009 - January 2013
Skills
Strategic Financial..., Investments, Financial Services, Insurance, Wealth Management, Retirement Planning, Mutual Funds, Financial Analysis, Salesforce.com, Life Insurance, Financial Modeling, Retirement, Fixed Annuities, Term Life Insurance, Long-term Care, Strategic Partnerships, Disability Insurance, IRAs
Education
Arizona State University