Protected Investors of America
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Protected Investors of America Employees
Employee
Years
Job
Industry
Victoria Sigler Victoria Sigler's Protected Investors of America Experience March 2011 - August 2012
Job Finance & Accounting Professional
Industry Accounting
Experience
Various Clients 2012 - 2013
Protected Investors of America March 2011 - August 2012
Cinnamison Rare Coins 2008 - 2010
Automotive Rentals Inc June 2007 - August 2008
Skills
Microsoft Excel, Financial Analysis, Customer Service, Microsoft Office, Sales, Accounting, Financial Reporting, Account Reconciliation, Accounts Receivable, Internal Controls, General Ledger, Budgets, Analysis, User Experience, Social Media Marketing, Event Producing, Mandarin, Spanish-speaking, Text Editing, Tax Returns, Management, Project Coordination, Organizational..., Building Relationships, Risk Management, Accounts Payable
Education
Rutgers University-New Brunswick 2010 — 2010
Master of Accounting, Financial Accounting
Rutgers University – Camden 2008 — 2010
B.S. Accounting, Economics
Rowan College at Burlington County
A.S, Business Administration
Various Clients 2012 - 2013
Protected Investors of America March 2011 - August 2012
Cinnamison Rare Coins 2008 - 2010
Automotive Rentals Inc June 2007 - August 2008
Skills
Microsoft Excel, Financial Analysis, Customer Service, Microsoft Office, Sales, Accounting, Financial Reporting, Account Reconciliation, Accounts Receivable, Internal Controls, General Ledger, Budgets, Analysis, User Experience, Social Media Marketing, Event Producing, Mandarin, Spanish-speaking, Text Editing, Tax Returns, Management, Project Coordination, Organizational..., Building Relationships, Risk Management, Accounts Payable
Education
Rutgers University-New Brunswick 2010 — 2010
Master of Accounting, Financial Accounting
Rutgers University – Camden 2008 — 2010
B.S. Accounting, Economics
Rowan College at Burlington County
A.S, Business Administration
Newton Wen Newton Wen's Protected Investors of America Experience February 2015 - Present
Job Director of Advisor Relations & Technology at Protected Investors of America
Industry Financial Services
Experience
Protected Investors of America February 2015 - Present
Protected Investors of America, Inc. November 2012 - February 2015
Day Financial Services September 2012 - November 2012
ASIC August 2010 - February 2011
HSBC Bank Australia Ltd. April 2009 - August 2010
HSBC Bank Australia Ltd. May 2008 - April 2009
HSBC Bank Australia Ltd. December 2007 - March 2008
HSBC Bank Australia Ltd. March 2007 - December 2007
Lexus of Blackburn June 2006 - December 2006
Skills
Risk Management, Banking, Financial Analysis, Portfolio Management, Financial Modeling, Business Process..., Business Analysis, Financial Regulation, Credit, Policy, Financial Planning, Investment Strategies, Strategic Financial..., Financial Advisory, Wealth Management, Project Management, System Administration, Technical Presentations, Investments, Securities, Investment Advisory, Financial Services, Asset Management
Education
Kaplan Professional 2008 — 2010
Diploma of Financial Services (FNS50804), Financial Planning
Monash University 2003 — 2006
Bachelor of Business, Banking & Finance, Minor in Economics and Business Law
Protected Investors of America February 2015 - Present
Protected Investors of America, Inc. November 2012 - February 2015
Day Financial Services September 2012 - November 2012
ASIC August 2010 - February 2011
HSBC Bank Australia Ltd. April 2009 - August 2010
HSBC Bank Australia Ltd. May 2008 - April 2009
HSBC Bank Australia Ltd. December 2007 - March 2008
HSBC Bank Australia Ltd. March 2007 - December 2007
Lexus of Blackburn June 2006 - December 2006
Skills
Risk Management, Banking, Financial Analysis, Portfolio Management, Financial Modeling, Business Process..., Business Analysis, Financial Regulation, Credit, Policy, Financial Planning, Investment Strategies, Strategic Financial..., Financial Advisory, Wealth Management, Project Management, System Administration, Technical Presentations, Investments, Securities, Investment Advisory, Financial Services, Asset Management
Education
Kaplan Professional 2008 — 2010
Diploma of Financial Services (FNS50804), Financial Planning
Monash University 2003 — 2006
Bachelor of Business, Banking & Finance, Minor in Economics and Business Law
Carol Hallberg, CAMS, CFE, EA Carol Hallberg, CAMS, CFE, EA's Protected Investors of America Experience June 1997 - November 2012
Job Protiviti: Global Consulting in Business, IT, Risk & Internal Audit
Industry Management Consulting
Experience
Protiviti July 2013 - Present
Protected Investors of America June 1997 - November 2012
Protected Investors of America March 2000 - June 2010
Skills
FINRA, Risk Management, Due Diligence, Financial Services, Strategic Planning, Training, Management, Analysis, Business Development, Business Analysis, Series 7, Mutual Funds, AML, Employee Benefits, Negotiation, Auditing, Financial Analysis, CAMS, CFE
Education
Thomas Jefferson School of Law 2011 — 2012
Masters of Law, Financial Services and International Taxation
San Jose State University
BS, Justice Studies, Criminal Justice & Sociology
Protiviti July 2013 - Present
Protected Investors of America June 1997 - November 2012
Protected Investors of America March 2000 - June 2010
Skills
FINRA, Risk Management, Due Diligence, Financial Services, Strategic Planning, Training, Management, Analysis, Business Development, Business Analysis, Series 7, Mutual Funds, AML, Employee Benefits, Negotiation, Auditing, Financial Analysis, CAMS, CFE
Education
Thomas Jefferson School of Law 2011 — 2012
Masters of Law, Financial Services and International Taxation
San Jose State University
BS, Justice Studies, Criminal Justice & Sociology
Tammy Cao Tammy Cao's Protected Investors of America Experience August 2014 - Present
Job Controller at Protected Investors of America
Industry Accounting
Experience
Protected Investors of America August 2014 - Present
Protected Investors of America, Inc. August 2012 - Present
BioChain Services July 2011 - August 2012
Victoria Kirkpatrick May 2008 - July 2011
Andrew Cheung May 2007 - May 2008
Retirement Strategies/ Royal Alliance May 2004 - September 2004
Skills
Product Development, Lifesciences, Financial Reporting, Finance, Biotechnology, Sales, Microsoft Word, Pharmaceutical Industry, Accounting, Cross-functional Team..., Data Analysis, Financial Accounting, Microsoft Excel, Financial Analysis, Budgets, Forecasting, PowerPoint, Life Sciences, Research, Management
Education
Saint Mary's College of California 2003 — 2007
Bachelor’s Degree, B.S. Biology
Chabot College 2010 — 2012
Accounting
University of California, Berkeley 2013 — 2013
Accounting
Protected Investors of America August 2014 - Present
Protected Investors of America, Inc. August 2012 - Present
BioChain Services July 2011 - August 2012
Victoria Kirkpatrick May 2008 - July 2011
Andrew Cheung May 2007 - May 2008
Retirement Strategies/ Royal Alliance May 2004 - September 2004
Skills
Product Development, Lifesciences, Financial Reporting, Finance, Biotechnology, Sales, Microsoft Word, Pharmaceutical Industry, Accounting, Cross-functional Team..., Data Analysis, Financial Accounting, Microsoft Excel, Financial Analysis, Budgets, Forecasting, PowerPoint, Life Sciences, Research, Management
Education
Saint Mary's College of California 2003 — 2007
Bachelor’s Degree, B.S. Biology
Chabot College 2010 — 2012
Accounting
University of California, Berkeley 2013 — 2013
Accounting
Ali Farooq Ali Farooq's Protected Investors of America Experience April 2014 - Present
Job Private Wealth Advisor at Protected Investors of America
Industry Financial Services
Experience
Protected Investors of America April 2014 - Present
Fyshe Horton Finney Ltd June 2012 - April 2014
Saturna Capital Corporation March 2010 - December 2012
Ziegler February 2009 - March 2010
Merrill Lynch January 2006 - January 2009
Skills
Portfolio Management, Investments, Strategic Financial..., Wealth Management, Equities, Banking, Asset Management, Mutual Funds, Financial Analysis, Retirement Planning, Microsoft Office, Fixed Income, Investment Advisory, Strategic Planning, Derivatives, Financial Services, Management, Finance, Series 7, Asset Allocation, Series 63, Retirement, Investment Strategies, Wealth, Investment Management, Financial Advisory, Securities, Alternative Investments, Financial Planning
Education
University of Illinois at Chicago 2002 — 2004
Bachelor of Arts (B.A.), Economics
Illinois State University 2000 — 2002
Protected Investors of America April 2014 - Present
Fyshe Horton Finney Ltd June 2012 - April 2014
Saturna Capital Corporation March 2010 - December 2012
Ziegler February 2009 - March 2010
Merrill Lynch January 2006 - January 2009
Skills
Portfolio Management, Investments, Strategic Financial..., Wealth Management, Equities, Banking, Asset Management, Mutual Funds, Financial Analysis, Retirement Planning, Microsoft Office, Fixed Income, Investment Advisory, Strategic Planning, Derivatives, Financial Services, Management, Finance, Series 7, Asset Allocation, Series 63, Retirement, Investment Strategies, Wealth, Investment Management, Financial Advisory, Securities, Alternative Investments, Financial Planning
Education
University of Illinois at Chicago 2002 — 2004
Bachelor of Arts (B.A.), Economics
Illinois State University 2000 — 2002
Amanda Near's Protected Investors of America Experience May 2012 - December 2013
Job Stock Plan Analyst
Industry Financial Services
Experience
NASDAQ Private Market October 2014 - Present
Southwest Securities, Inc. January 2014 - September 2014
Protected Investors of America May 2012 - December 2013
Bay Marketing October 2011 - May 2012
Embassy Suites-Grill 150 March 2011 - October 2011
The Melting Pot- Fondue October 2010 - June 2011
California State University Fullerton May 2007 - December 2007
Parking & Transportation, Cal State Fullerton January 2005 - January 2007
Bob Smith Toyota January 2004 - January 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Office Management, Photoshop, Hospitality, OFAC, 70 WPM, Wine & Spirits Industry, Marketing, Data Entry, Social Media Marketing, SmartStation, Streetscape, Numeric Data Entry, Powerpo, Bing, PeopleSoft, QuickBooks, Bartending, Sales Operations, Sales, Satisfied Clients, Cold Calling, Warm Calling, Exceeding Quotas, CRM databases, Budgets
Education
San Francisco State University 2010 — 2011
Graduate, Women and Gender Studies
California State University 2005 — 2009
Bachelors Degree, History, GPA 3.7 Cum Laude
University of London 2007 — 2007
Bachelor's degree, History
NASDAQ Private Market October 2014 - Present
Southwest Securities, Inc. January 2014 - September 2014
Protected Investors of America May 2012 - December 2013
Bay Marketing October 2011 - May 2012
Embassy Suites-Grill 150 March 2011 - October 2011
The Melting Pot- Fondue October 2010 - June 2011
California State University Fullerton May 2007 - December 2007
Parking & Transportation, Cal State Fullerton January 2005 - January 2007
Bob Smith Toyota January 2004 - January 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Office Management, Photoshop, Hospitality, OFAC, 70 WPM, Wine & Spirits Industry, Marketing, Data Entry, Social Media Marketing, SmartStation, Streetscape, Numeric Data Entry, Powerpo, Bing, PeopleSoft, QuickBooks, Bartending, Sales Operations, Sales, Satisfied Clients, Cold Calling, Warm Calling, Exceeding Quotas, CRM databases, Budgets
Education
San Francisco State University 2010 — 2011
Graduate, Women and Gender Studies
California State University 2005 — 2009
Bachelors Degree, History, GPA 3.7 Cum Laude
University of London 2007 — 2007
Bachelor's degree, History
Yuritzy Gomez Yuritzy Gomez's Protected Investors of America Experience August 2012 - April 2013
Job Community Organizer at CCISCO: Contra Costa Interfaith Supporting Community Organization
Industry Civic & Social Organization
Experience
CCISCO: Contra Costa Interfaith Supporting Community Organization April 2013 - Present
StartingBloc February 2013 - Present
California Restaurant Association January 2013 - August 2013
Protected Investors of America August 2012 - April 2013
Insight Center for Community Economic Development February 2012 - October 2012
Protocol Translation & Transportation April 2012 - July 2012
Lattie, Malanga, Libertino LLP April 2011 - April 2012
U.S. District Court Pretrial Services June 2010 - April 2011
Centro Legal de la Raza June 2010 - April 2011
Centro Legal de la Raza January 2010 - May 2010
Skills
Prospect Research, Community Engagement, Non-profits, Community Outreach, Program Development, Nonprofits, Social Justice, Program Evaluation, Research, Fundraising, Leadership, Policy, Program Management, Public Policy, Public Relations, Analysis, Spanish, Public Speaking
Education
Mills College 2006 — 2010
Bachelor of Arts (B.A.), Economics, 3.6
Pittsburg High School 2002 — 2006
High School Diploma
CCISCO: Contra Costa Interfaith Supporting Community Organization April 2013 - Present
StartingBloc February 2013 - Present
California Restaurant Association January 2013 - August 2013
Protected Investors of America August 2012 - April 2013
Insight Center for Community Economic Development February 2012 - October 2012
Protocol Translation & Transportation April 2012 - July 2012
Lattie, Malanga, Libertino LLP April 2011 - April 2012
U.S. District Court Pretrial Services June 2010 - April 2011
Centro Legal de la Raza June 2010 - April 2011
Centro Legal de la Raza January 2010 - May 2010
Skills
Prospect Research, Community Engagement, Non-profits, Community Outreach, Program Development, Nonprofits, Social Justice, Program Evaluation, Research, Fundraising, Leadership, Policy, Program Management, Public Policy, Public Relations, Analysis, Spanish, Public Speaking
Education
Mills College 2006 — 2010
Bachelor of Arts (B.A.), Economics, 3.6
Pittsburg High School 2002 — 2006
High School Diploma
Robert D. Cain LLC Robert D. Cain LLC's Protected Investors of America Experience 2006 - 2008
Job Financial Advisor Tax advantaged income strategies for seniors with a State guarantee
Industry Financial Services
Experience
Premere Companies June 2015 - Present
Federal Financial Group July 2014 - Present
Highland Capital Brokerage December 2012 - Present
Gradient Insurance Brokerage, Inc December 2012 - Present
Aflac April 2012 - Present
Protected Investors of America 2006 - 2008
Foothill Securities August 2004 - October 2005
Waldron & Company Investments 1989 - 2005
Bateman Eichler Hill Richards NYSE 1988 - 1989
Prudential Insurance Company 1983 - 1986
Skills
Insurance, Disability Insurance, Life Insurance, Long-term Care, Small Business, Customer Service, Retirement Planning, Investments, Fixed Annuities, 401k, Mutual Funds, Long Term Care Insurance, Health Insurance, Wealth Management, IRAs, Retirement, Financial Planning, Term Life Insurance, Whole Life, Estate Planning, Universal Life, Investment Advisory, Wealth Accumulation, Wealth, Investment Strategies, Asset Allocation, Pensions, Strategic Financial..., Wealth Management..., Finacial Management, Working Capital..., Annuities, IRA's, Insurance Planning, Wealth Preservation, Wealth Transfer, Retirement Income..., Group Benefits, Financial Education, Securities, Deferred Compensation, Asset Protection, Asset Management, Personal Financial..., Supplemental Health and..., Health
Education
Golden Gate University 1983 — 1986
Financial Planning/Finance
College of Marin 1961 — 1982
Fine/Studio Arts, General
The University of New Mexico 1973 — 1980
Bachelor of University Studies, Liberal Arts
Sir Francis Drake High School 1957 — 1961
Graduated, College prep
Premere Companies June 2015 - Present
Federal Financial Group July 2014 - Present
Highland Capital Brokerage December 2012 - Present
Gradient Insurance Brokerage, Inc December 2012 - Present
Aflac April 2012 - Present
Protected Investors of America 2006 - 2008
Foothill Securities August 2004 - October 2005
Waldron & Company Investments 1989 - 2005
Bateman Eichler Hill Richards NYSE 1988 - 1989
Prudential Insurance Company 1983 - 1986
Skills
Insurance, Disability Insurance, Life Insurance, Long-term Care, Small Business, Customer Service, Retirement Planning, Investments, Fixed Annuities, 401k, Mutual Funds, Long Term Care Insurance, Health Insurance, Wealth Management, IRAs, Retirement, Financial Planning, Term Life Insurance, Whole Life, Estate Planning, Universal Life, Investment Advisory, Wealth Accumulation, Wealth, Investment Strategies, Asset Allocation, Pensions, Strategic Financial..., Wealth Management..., Finacial Management, Working Capital..., Annuities, IRA's, Insurance Planning, Wealth Preservation, Wealth Transfer, Retirement Income..., Group Benefits, Financial Education, Securities, Deferred Compensation, Asset Protection, Asset Management, Personal Financial..., Supplemental Health and..., Health
Education
Golden Gate University 1983 — 1986
Financial Planning/Finance
College of Marin 1961 — 1982
Fine/Studio Arts, General
The University of New Mexico 1973 — 1980
Bachelor of University Studies, Liberal Arts
Sir Francis Drake High School 1957 — 1961
Graduated, College prep
Will Edelmuth Will Edelmuth's Protected Investors of America Experience 1992 - 1993
Job CIO (Chief Information Officer)
Industry Financial Services
Experience
IMC Financial Markets & Asset Management 2012 - Present
Mellon Capital Management 2010 - 2011
BlackRock 1993 - 2010
Barclays Global Investors (BGI) 1996 - 2009
Wells Fargo Nikko Investment Advisors 1993 - 1995
Protected Investors of America 1992 - 1993
Skills
Management, Operations Management, Leadership, Vendor Management, Business Analysis, Equities, Software Project..., Project Management, Business Process..., Change Management, Product Management, Information Technology..., Business Process Design, Trading Systems, Agile Project Management, Order Management, Fixed Income, Electronic Trading, Risk Management, SDLC, Financial Services, Software Development, Agile Methodologies, Process Engineering, PMO, Mentoring, Strategic Leadership, Follow-the-Sun Support
Education
The University of Chicago Booth School of Business
Chicago Management Institute, Executive Management
John F. Kennedy University
Masters Courses, Business Administration
University of Notre Dame
Bachelor's Degree, Business and Political Science
IMC Financial Markets & Asset Management 2012 - Present
Mellon Capital Management 2010 - 2011
BlackRock 1993 - 2010
Barclays Global Investors (BGI) 1996 - 2009
Wells Fargo Nikko Investment Advisors 1993 - 1995
Protected Investors of America 1992 - 1993
Skills
Management, Operations Management, Leadership, Vendor Management, Business Analysis, Equities, Software Project..., Project Management, Business Process..., Change Management, Product Management, Information Technology..., Business Process Design, Trading Systems, Agile Project Management, Order Management, Fixed Income, Electronic Trading, Risk Management, SDLC, Financial Services, Software Development, Agile Methodologies, Process Engineering, PMO, Mentoring, Strategic Leadership, Follow-the-Sun Support
Education
The University of Chicago Booth School of Business
Chicago Management Institute, Executive Management
John F. Kennedy University
Masters Courses, Business Administration
University of Notre Dame
Bachelor's Degree, Business and Political Science
Jen Lenci Jen Lenci's Protected Investors of America Experience August 2008 - March 2010
Job We're hiring! Check out great Engineering opportunities and more by visiting the Consensus Careers page!
Industry Executive Office
Experience
Consensus Corporation July 2013 - Present
Pier 1 Imports February 2012 - June 2013
Aziza July 2010 - January 2012
Protected Investors of America August 2008 - March 2010
Skills
Human Resources, Customer Service, Project Management, Outlook, Administrative..., Hiring, Retail, Managerial Skills, Office Management, Calendaring, Inventory Management, Talent Acquisition, Training, Payroll, Onboarding, Start-ups, Management, Administrative..., Strategic Planning
Education
University of San Francisco 2005 — 2008
Bachelor of Science (B.S.), Business Administration
California Culinary Academy 2009 — 2010
Certificate of Le Cordon Bleu, Patisserie and Baking
Consensus Corporation July 2013 - Present
Pier 1 Imports February 2012 - June 2013
Aziza July 2010 - January 2012
Protected Investors of America August 2008 - March 2010
Skills
Human Resources, Customer Service, Project Management, Outlook, Administrative..., Hiring, Retail, Managerial Skills, Office Management, Calendaring, Inventory Management, Talent Acquisition, Training, Payroll, Onboarding, Start-ups, Management, Administrative..., Strategic Planning
Education
University of San Francisco 2005 — 2008
Bachelor of Science (B.S.), Business Administration
California Culinary Academy 2009 — 2010
Certificate of Le Cordon Bleu, Patisserie and Baking
Andrew Rappolt Andrew Rappolt's Protected Investors of America Experience August 2014 - Present
Job Admin & Portfolio Support Specialist at Impact Investors
Industry Financial Services
Experience
Impact Investors April 2015 - Present
Protected Investors of America August 2014 - Present
GBS Financial October 2012 - April 2014
JPMorgan Chase September 2003 - September 2012
Chase Investment Services May 2007 - November 2009
Skills
Portfolio Management, Series 63, Credit, Banking, Loans, Series 7, Investments, Mortgage Lending, Mutual Funds, Credit Analysis, Financial Analysis, Retail Banking, Fixed Income, Securities, Series 6, Wealth Management, Small Business Lending, Investment Banking, Finance, Loan Origination, Consumer Lending, Refinance, FHA, Financial Services
Education
Sonoma State University 2015 — 2018
Single Subject Teaching Credential, Social Science, Math
Creighton University 2012 — 2014
Master’s Degree, Investment Management and Financial Analysis
University of Oregon 2001 — 2003
Bachelor's degree, Economics
Santa Rosa Junior College 1998 — 2001
Associate’s Degree
Impact Investors April 2015 - Present
Protected Investors of America August 2014 - Present
GBS Financial October 2012 - April 2014
JPMorgan Chase September 2003 - September 2012
Chase Investment Services May 2007 - November 2009
Skills
Portfolio Management, Series 63, Credit, Banking, Loans, Series 7, Investments, Mortgage Lending, Mutual Funds, Credit Analysis, Financial Analysis, Retail Banking, Fixed Income, Securities, Series 6, Wealth Management, Small Business Lending, Investment Banking, Finance, Loan Origination, Consumer Lending, Refinance, FHA, Financial Services
Education
Sonoma State University 2015 — 2018
Single Subject Teaching Credential, Social Science, Math
Creighton University 2012 — 2014
Master’s Degree, Investment Management and Financial Analysis
University of Oregon 2001 — 2003
Bachelor's degree, Economics
Santa Rosa Junior College 1998 — 2001
Associate’s Degree
Sonya Dreizler Schinske, CFP® Sonya Dreizler Schinske, CFP®'s Protected Investors of America Experience January 2015 - Present
Job President & CEO at Protected Investors of America
Industry Financial Services
Experience
Protected Investors of America January 2015 - Present
Protected Investors of America November 2012 - Present
Protected Investors of America, Inc. October 2009 - January 2015
Protected Investors of America March 2007 - October 2009
Protected Investors of America January 2004 - March 2007
LandAmerica Commonwealth March 2003 - December 2003
Skills
Strategic Planning, Microsoft Office, Public Speaking, Quickbooks, Event Planning, Editing, Socially Responsible..., Microsoft Excel, Retirement Planning, Budgets, Project Management, Vendor Relationships, Succession Planning, Finance, Strategic Financial..., FINRA, Financial Advisory, Investment Advisory, Investments, QuickBooks, Financial Planning, Asset Management
Education
University of California, Los Angeles 1998 — 2002
Bachelor's Degree, English, Spanish, Latin American Studies
San Francisco State University 2008 — 2008
Executive Certificate in Financial Planning (College of Extended Learning), Financial Planning and Services
Universidad de Chile 2001 — 2001
Study Abroad, Latin American Literature
Protected Investors of America January 2015 - Present
Protected Investors of America November 2012 - Present
Protected Investors of America, Inc. October 2009 - January 2015
Protected Investors of America March 2007 - October 2009
Protected Investors of America January 2004 - March 2007
LandAmerica Commonwealth March 2003 - December 2003
Skills
Strategic Planning, Microsoft Office, Public Speaking, Quickbooks, Event Planning, Editing, Socially Responsible..., Microsoft Excel, Retirement Planning, Budgets, Project Management, Vendor Relationships, Succession Planning, Finance, Strategic Financial..., FINRA, Financial Advisory, Investment Advisory, Investments, QuickBooks, Financial Planning, Asset Management
Education
University of California, Los Angeles 1998 — 2002
Bachelor's Degree, English, Spanish, Latin American Studies
San Francisco State University 2008 — 2008
Executive Certificate in Financial Planning (College of Extended Learning), Financial Planning and Services
Universidad de Chile 2001 — 2001
Study Abroad, Latin American Literature
S. Katherine Campbell S. Katherine Campbell's Protected Investors of America Experience July 1995 - September 2012
Job Partner, North Berkeley Investment Partners
Industry Financial Services
Experience
North Berkeley Investment Partners, LLC, a SEC registered Investment Advisor August 2005 - Present
Protected Investors of America July 1995 - September 2012
Protected Investors of America May 1993 - June 2001
Skills
Investment Advisory, Retirement, Investments, Securities, Investment Management, Financial Planners, FINRA, Personal Finance, Trusts, Strategic Financial..., Portfolio Management, Investment Strategies, Financial Advisory, Retirement Planning
Education
University of California, Berkeley 1990 — 1992
MA, Cultural Anthropology
Dartmouth College 1979 — 1983
AB, Chinese Language & Culture
Acalanes 1975 — 1979
High School Degree
North Berkeley Investment Partners, LLC, a SEC registered Investment Advisor August 2005 - Present
Protected Investors of America July 1995 - September 2012
Protected Investors of America May 1993 - June 2001
Skills
Investment Advisory, Retirement, Investments, Securities, Investment Management, Financial Planners, FINRA, Personal Finance, Trusts, Strategic Financial..., Portfolio Management, Investment Strategies, Financial Advisory, Retirement Planning
Education
University of California, Berkeley 1990 — 1992
MA, Cultural Anthropology
Dartmouth College 1979 — 1983
AB, Chinese Language & Culture
Acalanes 1975 — 1979
High School Degree
Elan Keeler Elan Keeler's Protected Investors of America Experience 1999 - 2005
Job Senior Registered Client Associate at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
SunTrust Investment Services, Inc. 2003 - 2005
Protected Investors of America 1999 - 2005
H&R Block 2001 - 2004
Skills
Series 7, Fixed Annuities, Investments, Sales, Life Insurance, Variable Annuities, Asset Based Lending, Tax Preparation, Leadership, Microsoft Office, Process Improvement, Training, Microsoft Word
Education
University of California, Davis
Bachelor of Arts (B.A.), Psychology
University of California, Davis
Raymond James & Associates, Inc. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
SunTrust Investment Services, Inc. 2003 - 2005
Protected Investors of America 1999 - 2005
H&R Block 2001 - 2004
Skills
Series 7, Fixed Annuities, Investments, Sales, Life Insurance, Variable Annuities, Asset Based Lending, Tax Preparation, Leadership, Microsoft Office, Process Improvement, Training, Microsoft Word
Education
University of California, Davis
Bachelor of Arts (B.A.), Psychology
University of California, Davis
Nancy Robertson's Protected Investors of America Experience January 1993 - Present
Job Financial Advisor
Industry Financial Services
Experience
Protected Investors of America January 1993 - Present
Education
California State University-Chico
BA degree, Economics
Protected Investors of America January 1993 - Present
Education
California State University-Chico
BA degree, Economics
Ann Marie Foley's Protected Investors of America Experience November 2009 - May 2010
Job Managing Director & Chief Compliance Officer
Industry Financial Services
Experience
The Presidio Group LLC September 2010 - Present
Advisors Compliance Solutions June 2009 - December 2014
CircleUp December 2012 - May 2014
Gordian Compliance Solutions, LLC May 2013 - October 2013
Protected Investors of America November 2009 - May 2010
Securities America January 2009 - June 2009
Brecek & Young July 2007 - June 2009
Legacy Financial Services October 1995 - July 2007
Skills
Securities, Investments, Due Diligence, FINRA, Hedge Funds, Wealth Management, Private Equity, Investment Advisory, Asset Management, Investment Banking
Education
State University of New York at Oswego 1978 — 1982
BS, Business Administration
St. John Neumann
The Presidio Group LLC September 2010 - Present
Advisors Compliance Solutions June 2009 - December 2014
CircleUp December 2012 - May 2014
Gordian Compliance Solutions, LLC May 2013 - October 2013
Protected Investors of America November 2009 - May 2010
Securities America January 2009 - June 2009
Brecek & Young July 2007 - June 2009
Legacy Financial Services October 1995 - July 2007
Skills
Securities, Investments, Due Diligence, FINRA, Hedge Funds, Wealth Management, Private Equity, Investment Advisory, Asset Management, Investment Banking
Education
State University of New York at Oswego 1978 — 1982
BS, Business Administration
St. John Neumann
Margaret Rust, CFA's Protected Investors of America Experience August 1992 - Present
Job Investment Advisor at Protected Investors of America
Industry Financial Services
Experience
Rubey & Rust August 1992 - Present
Protected Investors of America August 1992 - Present
Nordstrom August 1987 - November 1990
Skills
Portfolio Management, Risk Management, Financial Analysis, Microsoft Excel, Investments, Capital Markets, Microsoft Office, Leadership, Strategic Planning, Asset Management, Retirement Planning, Negotiation, Banking, Customer Service
Education
UC Berkeley 1987 — 1992
Personal Financial Planning Certificate, Financial Planning
UC Davis 1983 — 1987
BS, Textiles & Clothing
CFA Institute
Chartered Financial Analyst designation, Finance
Rubey & Rust August 1992 - Present
Protected Investors of America August 1992 - Present
Nordstrom August 1987 - November 1990
Skills
Portfolio Management, Risk Management, Financial Analysis, Microsoft Excel, Investments, Capital Markets, Microsoft Office, Leadership, Strategic Planning, Asset Management, Retirement Planning, Negotiation, Banking, Customer Service
Education
UC Berkeley 1987 — 1992
Personal Financial Planning Certificate, Financial Planning
UC Davis 1983 — 1987
BS, Textiles & Clothing
CFA Institute
Chartered Financial Analyst designation, Finance
Marya Osucha's Protected Investors of America Experience January 2005 - December 2005
Job Freelance Writer
Industry Fine Art
Experience
Paris Muse Education May 2009 - September 2011
Gogoparis.com October 2008 - October 2010
The Paris Territory August 2008 - June 2009
The Richard L. Nelson Gallery August 2007 - August 2008
Department of Art History, UC Davis October 2006 - June 2008
Protected Investors of America January 2005 - December 2005
Skills
Art, Editing, Museums, Fine Art, Photography, Visual Arts, Teaching, Creative Writing, Photoshop
Education
University of California, Davis 2006 — 2008
MA, History of Art
University of California, Davis 2000 — 2003
BA, Women and Gender Studies (Visual Culture)
Jagiellonian University
Paris Muse Education May 2009 - September 2011
Gogoparis.com October 2008 - October 2010
The Paris Territory August 2008 - June 2009
The Richard L. Nelson Gallery August 2007 - August 2008
Department of Art History, UC Davis October 2006 - June 2008
Protected Investors of America January 2005 - December 2005
Skills
Art, Editing, Museums, Fine Art, Photography, Visual Arts, Teaching, Creative Writing, Photoshop
Education
University of California, Davis 2006 — 2008
MA, History of Art
University of California, Davis 2000 — 2003
BA, Women and Gender Studies (Visual Culture)
Jagiellonian University
Libby Boatwright's Protected Investors of America Experience October 1987 - June 2000
Job Director of Senior Adult Programs at Sunnyvale Presbyterian Church
Industry Hospital & Health Care
Experience
Stanford Health Care March 2015 - Present
Sunnyvale Presbyterian Church July 2014 - Present
Stanford Health Care and El Camino Hospital August 2014 - Present
Stanford Hospital & Clinics September 2013 - August 2014
Lake Grove Presbyterian Church June 2003 - August 2013
Menlo Park Presbyterian Church June 2000 - June 2003
First Presbyterian Church, Honolulu June 1995 - June 2000
Protected Investors of America October 1987 - June 2000
Menlo Park Presbyterian Church 1988 - 1992
Skills
Community Outreach, Preaching, Teaching, Nonprofits, Public Speaking, Small Business, Fundraising, Volunteer Management, Leadership Development, Program Development, Event Planning, Strategic Planning, Leadership, Staff Development, Hospice, Chaplaincy, Mental Health, Pastoral Counseling, Homelessness, Healthcare, Family Caregiving, Strategic Financial..., Stewardship, Board Development, Non-profits, Program Management, Discerning, Equipping, Religious Education, Coaching, Teamwork, Non-profit...
Education
George Fox University 2008 — 2011
DMin., Semiotics and Future Studies
Fuller Theological Seminary 1996 — 2003
M.Div, Theology/Theological Studies
University of California, Berkeley 1979 — 1983
M.A., Dramaturgy/Theory/Research
San Francisco State University 1975 — 1977
M.A., Creative Dramatics/Directing
University of Redlands 1968 — 1972
A.B Magna Cum Laude, Speech/English
Stanford Health Care March 2015 - Present
Sunnyvale Presbyterian Church July 2014 - Present
Stanford Health Care and El Camino Hospital August 2014 - Present
Stanford Hospital & Clinics September 2013 - August 2014
Lake Grove Presbyterian Church June 2003 - August 2013
Menlo Park Presbyterian Church June 2000 - June 2003
First Presbyterian Church, Honolulu June 1995 - June 2000
Protected Investors of America October 1987 - June 2000
Menlo Park Presbyterian Church 1988 - 1992
Skills
Community Outreach, Preaching, Teaching, Nonprofits, Public Speaking, Small Business, Fundraising, Volunteer Management, Leadership Development, Program Development, Event Planning, Strategic Planning, Leadership, Staff Development, Hospice, Chaplaincy, Mental Health, Pastoral Counseling, Homelessness, Healthcare, Family Caregiving, Strategic Financial..., Stewardship, Board Development, Non-profits, Program Management, Discerning, Equipping, Religious Education, Coaching, Teamwork, Non-profit...
Education
George Fox University 2008 — 2011
DMin., Semiotics and Future Studies
Fuller Theological Seminary 1996 — 2003
M.Div, Theology/Theological Studies
University of California, Berkeley 1979 — 1983
M.A., Dramaturgy/Theory/Research
San Francisco State University 1975 — 1977
M.A., Creative Dramatics/Directing
University of Redlands 1968 — 1972
A.B Magna Cum Laude, Speech/English
Cynthia Nowicki Moore, CFP's Protected Investors of America Experience January 1994 - February 2010
Job Principal at Cynthia Nowcki Moore, CFP
Industry Investment Management
Experience
Royal Alliance Associates, Inc 2010 - Present
Cynthia Nowcki Moore, CFP January 1994 - Present
Mill Valley Rotary 2002 - 2014
Protected Investors of America January 1994 - February 2010
Chevron July 1977 - October 1992
Education
University of California, Berkeley 2010 — 2010
College for Financial Planning 1993 — 1998
CFP Professional Education Program
University of San Francisco 1974 — 1977
BS
Mercy High School San Francisco 1969 — 1973
Our Lady of Mercy
Royal Alliance Associates, Inc 2010 - Present
Cynthia Nowcki Moore, CFP January 1994 - Present
Mill Valley Rotary 2002 - 2014
Protected Investors of America January 1994 - February 2010
Chevron July 1977 - October 1992
Education
University of California, Berkeley 2010 — 2010
College for Financial Planning 1993 — 1998
CFP Professional Education Program
University of San Francisco 1974 — 1977
BS
Mercy High School San Francisco 1969 — 1973
Our Lady of Mercy
Leonard Stecklow's Protected Investors of America Experience November 2010 - December 2014
Job Regional Vice President at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation January 2015 - Present
Protected Investors of America November 2010 - December 2014
Fidelity Investments 1989 - 2008
Skills
Portfolio Management
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
Saint John's University 1969 — 1971
MA, Political Science/Public Admn.
E*TRADE Financial Corporation January 2015 - Present
Protected Investors of America November 2010 - December 2014
Fidelity Investments 1989 - 2008
Skills
Portfolio Management
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
Saint John's University 1969 — 1971
MA, Political Science/Public Admn.
Kathleen Charles, CFP®'s Protected Investors of America Experience January 2004 - February 2014
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2014 - Present
Protected Investors of America January 2004 - February 2014
Hambrecht & Quist March 1987 - October 1990
Education
University of California, Berkeley, Haas School of Business 1982 — 1985
M.B.A., Finance
University of Michigan 1974 — 1976
M.S., Biochemistry
University of Michigan 1970 — 1974
B.S., Cellular Biology
LPL Financial February 2014 - Present
Protected Investors of America January 2004 - February 2014
Hambrecht & Quist March 1987 - October 1990
Education
University of California, Berkeley, Haas School of Business 1982 — 1985
M.B.A., Finance
University of Michigan 1974 — 1976
M.S., Biochemistry
University of Michigan 1970 — 1974
B.S., Cellular Biology
Cheryl Griffiths's Protected Investors of America Experience March 2010 - Present
Job Independent Religious Institutions Professional
Industry
Experience
Protected Investors of America March 2010 - Present
Center for Dental Anesthesiolgy August 2004 - September 2006
Education
Brigham Young University 2001 — 2003
BGS, Family Life, Geriatrics
Protected Investors of America March 2010 - Present
Center for Dental Anesthesiolgy August 2004 - September 2006
Education
Brigham Young University 2001 — 2003
BGS, Family Life, Geriatrics
Susan Ozawa Perez, Ph.D.'s Protected Investors of America Experience 2014 - Present
Job Financial Advisor Specializing in Socially Responsible Investment at Protected Investors of America
Industry Financial Services
Experience
Protected Investors of America 2014 - Present
Independent 2013 - 2014
Institute for Health and Socio-economic Policy, National Nurses United 2011 - 2013
Institute for America's Future/Campaign for America's Future 2008 - 2009
E.J. Nell, K. Errouaki and F. M. Zaragoza 2007 - 2008
Berkeley Economic Research Associates 2006 - 2006
Fergus, A Law Firm 2004 - 2005
Brooklyn College, City University of New York 2003 - 2004
Asia Society, Business and Policy Programs 2001 - 2001
Coalition Against Trafficking in Women (CATW) 1998 - 1998
Skills
Economics, Policy Analysis, Macroeconomics, Econometrics, Economic Research, Research, Public Policy, Development Economics, Politics, Microeconomics, Quantitative Analytics, Stata, Nonprofits, Qualitative Research, Community Outreach, International..., Finance, International Relations, Statistics, Program Evaluation, SPSS, Political Science, Climate Change, Program Development, International Economics, Community Development, Team Management, Activism, Technical Presentations, S-Plus, Statistical Modeling, Statistical Data..., Programming, Data Coding, Big Data, IMPLAN, Applied Economics, R, Forecasting, Urban Economics, Financial Analysis, International Finance, International Financial..., Financial Regulation, Securities Regulation, Public Sector, Market Research, B-Corporations, ESG, L3Cs
Education
The New School for Social Research 2002 — 2013
Doctor of Philosophy (Ph.D.), Economics
The New School for Social Research 2000 — 2002
Master's degree, Global Political Economy & Finance
UC Santa Cruz 1995 — 1999
Bachelor's degree, Women's Studies & Community Studies, College Honors
Protected Investors of America 2014 - Present
Independent 2013 - 2014
Institute for Health and Socio-economic Policy, National Nurses United 2011 - 2013
Institute for America's Future/Campaign for America's Future 2008 - 2009
E.J. Nell, K. Errouaki and F. M. Zaragoza 2007 - 2008
Berkeley Economic Research Associates 2006 - 2006
Fergus, A Law Firm 2004 - 2005
Brooklyn College, City University of New York 2003 - 2004
Asia Society, Business and Policy Programs 2001 - 2001
Coalition Against Trafficking in Women (CATW) 1998 - 1998
Skills
Economics, Policy Analysis, Macroeconomics, Econometrics, Economic Research, Research, Public Policy, Development Economics, Politics, Microeconomics, Quantitative Analytics, Stata, Nonprofits, Qualitative Research, Community Outreach, International..., Finance, International Relations, Statistics, Program Evaluation, SPSS, Political Science, Climate Change, Program Development, International Economics, Community Development, Team Management, Activism, Technical Presentations, S-Plus, Statistical Modeling, Statistical Data..., Programming, Data Coding, Big Data, IMPLAN, Applied Economics, R, Forecasting, Urban Economics, Financial Analysis, International Finance, International Financial..., Financial Regulation, Securities Regulation, Public Sector, Market Research, B-Corporations, ESG, L3Cs
Education
The New School for Social Research 2002 — 2013
Doctor of Philosophy (Ph.D.), Economics
The New School for Social Research 2000 — 2002
Master's degree, Global Political Economy & Finance
UC Santa Cruz 1995 — 1999
Bachelor's degree, Women's Studies & Community Studies, College Honors
Malena Yatim's Protected Investors of America Experience March 2014 - Present
Job Client Services Associate at Protected Investors of America
Industry Financial Services
Experience
Protected Investors of America March 2014 - Present
Tomren Wealth Management August 2013 - January 2014
DeYoe Wealth Management February 2008 - May 2012
Career Group Inc. 2006 - 2008
Clayton Valley Frameworks 1998 - 2004
Skills
Customer Service, Marketing Strategy, Microsoft Office, Investments, Sales, Securities, Series 7, Salesforce.com, Microsoft Excel, Social Networking, Financial Services, Leadership, Event Management, Equities, Fixed Income, Mutual Funds, Event Planning, Insurance, Public Relations, Public Speaking, Marketing, Recruiting, Training, GoldMine CRM, Morningstar Office, Money Guide Pro
Education
University of California, Berkeley 2003 — 2006
Bachelor of Arts (BA), Political Science: International Law and Human Rights
University of California, Santa Cruz 1999 — 2003
Protected Investors of America March 2014 - Present
Tomren Wealth Management August 2013 - January 2014
DeYoe Wealth Management February 2008 - May 2012
Career Group Inc. 2006 - 2008
Clayton Valley Frameworks 1998 - 2004
Skills
Customer Service, Marketing Strategy, Microsoft Office, Investments, Sales, Securities, Series 7, Salesforce.com, Microsoft Excel, Social Networking, Financial Services, Leadership, Event Management, Equities, Fixed Income, Mutual Funds, Event Planning, Insurance, Public Relations, Public Speaking, Marketing, Recruiting, Training, GoldMine CRM, Morningstar Office, Money Guide Pro
Education
University of California, Berkeley 2003 — 2006
Bachelor of Arts (BA), Political Science: International Law and Human Rights
University of California, Santa Cruz 1999 — 2003