San Diego Pension Consultants
Description
Address: 5628 Copley Dr, San Diego, CA 92111 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (858) 503-7700Website: : : Hours: Place name: : : Category: : : Website: https://sdpension.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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San Diego Pension Consultants Employees
Employee
Years
Job
Industry
Heather Young Heather Young's San Diego Pension Consultants Experience December 2007 - July 2008
Job Account Executive at Harvard Engineering
Industry Electrical/Electronic Manufacturing
Experience
Harvard Engineering November 2012 - Present
PPG Industries September 2008 - December 2012
San Diego Pension Consultants December 2007 - July 2008
Skills
Sales, Merchandising, Customer Service, Account Management, Sales Management, New Business Development, Marketing Strategy, Sales Operations, Leadership, Manufacturing, Key Account Management, Retail, Competitive Analysis, Business Development
Education
University of California, San Diego 2004 — 2008
Bachelor's degree, Economics
Harvard Engineering November 2012 - Present
PPG Industries September 2008 - December 2012
San Diego Pension Consultants December 2007 - July 2008
Skills
Sales, Merchandising, Customer Service, Account Management, Sales Management, New Business Development, Marketing Strategy, Sales Operations, Leadership, Manufacturing, Key Account Management, Retail, Competitive Analysis, Business Development
Education
University of California, San Diego 2004 — 2008
Bachelor's degree, Economics
Tracy Lo, CFA Tracy Lo, CFA's San Diego Pension Consultants Experience January 2006 - January 2007
Job Associate Director at First Republic Bank
Industry Capital Markets
Experience
First Republic Bank January 2015 - Present
First Republic Bank January 2014 - Present
Wilshire Associates September 2011 - December 2013
Osterweis Capital Management June 2008 - June 2011
PETCO ANIMAL SUPPLIES January 2007 - June 2008
SAN DIEGO PENSION CONSULTANTS January 2006 - January 2007
Skills
Financial Modeling, Analysis, Portfolio Management, Equity Research, Bloomberg, Economics, Finance, Leadership, Banking, Corporate Finance, Trading, Due Diligence, Hedge Funds, Analytics, Budgets, Strategic Financial..., Wealth Management, Risk Management, Market Analysis, Equities, Microsoft Excel, Research, Market Research, Alternative Investments, Valuation, Financial Analysis, Financial Risk, Competitive Analysis, Product Management, Forecasting, Accounting, Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, VBA, Financial Markets, Sales
Education
University of California, San Diego 2003 — 2006
B.S, Management Science
Gabrielino High School
First Republic Bank January 2015 - Present
First Republic Bank January 2014 - Present
Wilshire Associates September 2011 - December 2013
Osterweis Capital Management June 2008 - June 2011
PETCO ANIMAL SUPPLIES January 2007 - June 2008
SAN DIEGO PENSION CONSULTANTS January 2006 - January 2007
Skills
Financial Modeling, Analysis, Portfolio Management, Equity Research, Bloomberg, Economics, Finance, Leadership, Banking, Corporate Finance, Trading, Due Diligence, Hedge Funds, Analytics, Budgets, Strategic Financial..., Wealth Management, Risk Management, Market Analysis, Equities, Microsoft Excel, Research, Market Research, Alternative Investments, Valuation, Financial Analysis, Financial Risk, Competitive Analysis, Product Management, Forecasting, Accounting, Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, VBA, Financial Markets, Sales
Education
University of California, San Diego 2003 — 2006
B.S, Management Science
Gabrielino High School
Andrea Thao Huynh Andrea Thao Huynh's San Diego Pension Consultants Experience June 2014 - Present
Job Plan Administrator Trainee at San Diego Pension Consultants
Industry Nonprofit Organization Management
Experience
Adore Wedding Design January 2015 - Present
San Diego Pension Consultants June 2014 - Present
Parkinson's Disease Association of San Diego January 2014 - June 2014
Parkinson's Disease Association of San Diego September 2013 - December 2013
YMCA of San Diego County September 2011 - December 2013
City of Ventura June 2008 - August 2013
Skills
Event Management, Customer Service, Microsoft Office, Fundraising, Microsoft Excel, Microsoft Word, Event Planning, Nonprofits, Community Outreach, Data Entry, Administration, PowerPoint, Leadership
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
University of California, San Diego 2009 — 2011
Adore Wedding Design January 2015 - Present
San Diego Pension Consultants June 2014 - Present
Parkinson's Disease Association of San Diego January 2014 - June 2014
Parkinson's Disease Association of San Diego September 2013 - December 2013
YMCA of San Diego County September 2011 - December 2013
City of Ventura June 2008 - August 2013
Skills
Event Management, Customer Service, Microsoft Office, Fundraising, Microsoft Excel, Microsoft Word, Event Planning, Nonprofits, Community Outreach, Data Entry, Administration, PowerPoint, Leadership
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
University of California, San Diego 2009 — 2011
Chris Randall Chris Randall's San Diego Pension Consultants Experience June 2005 - December 2006
Job Municipal Fixed Income Trader at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners January 2012 - Present
Capital Group April 2010 - December 2011
Capital Group March 2008 - April 2010
Countrywide Securities Corporation January 2007 - September 2007
San Diego Pension Consultants June 2005 - December 2006
Skills
Fixed Income, Mutual Funds, Securities, Investments, Bonds, Portfolio Management, Derivatives, Trading, Series 63, Capital Markets, Alternative Investments, Bloomberg, Asset Management, Asset Allocation
Education
University of California, San Diego 2002 — 2006
B.A., Mathematics & Economics
Guggenheim Partners January 2012 - Present
Capital Group April 2010 - December 2011
Capital Group March 2008 - April 2010
Countrywide Securities Corporation January 2007 - September 2007
San Diego Pension Consultants June 2005 - December 2006
Skills
Fixed Income, Mutual Funds, Securities, Investments, Bonds, Portfolio Management, Derivatives, Trading, Series 63, Capital Markets, Alternative Investments, Bloomberg, Asset Management, Asset Allocation
Education
University of California, San Diego 2002 — 2006
B.A., Mathematics & Economics
John Cierzniak, EA, CFA's San Diego Pension Consultants Experience December 2003 - December 2004
Job Pension Actuary & RIA Representative for Defined Benefit Plans
Industry Financial Services
Experience
Nyhart December 2004 - Present
San Diego Pension Consultants December 2003 - December 2004
Niles Lankford Group July 1996 - December 2003
Teachers Retirement System of Illinois February 1995 - June 1996
Education
Indiana University Bloomington 1989 — 1991
M.B.A., Finance
University of Notre Dame 1982 — 1986
B.S., Mathematics
Nyhart December 2004 - Present
San Diego Pension Consultants December 2003 - December 2004
Niles Lankford Group July 1996 - December 2003
Teachers Retirement System of Illinois February 1995 - June 1996
Education
Indiana University Bloomington 1989 — 1991
M.B.A., Finance
University of Notre Dame 1982 — 1986
B.S., Mathematics
Stephanie Bissell Stephanie Bissell's San Diego Pension Consultants Experience October 2009 - March 2010
Job Animal Control Officer
Industry Law Enforcement
Experience
Orange County July 2014 - Present
Rose Canyon Animal Hospital August 2013 - July 2014
AimLoan.com August 2012 - July 2013
AIMLoan.com September 2011 - August 2012
N Out Burger January 2005 - September 2011
Mountain West Real Estate January 2010 - June 2010
San Diego Pension Consultants October 2009 - March 2010
Skills
Access, Loans, Funding, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Outlook, Data Entry, Management, Teamwork, Marketing
Education
San Diego State University 2007 — 2011
Student, Business Administration; Management
San Diego State University-California State University 2007 — 2011
Bachelors, Managment
San Diego State University-California State University 2007 — 2011
Minor, Communication
Orange County July 2014 - Present
Rose Canyon Animal Hospital August 2013 - July 2014
AimLoan.com August 2012 - July 2013
AIMLoan.com September 2011 - August 2012
N Out Burger January 2005 - September 2011
Mountain West Real Estate January 2010 - June 2010
San Diego Pension Consultants October 2009 - March 2010
Skills
Access, Loans, Funding, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Outlook, Data Entry, Management, Teamwork, Marketing
Education
San Diego State University 2007 — 2011
Student, Business Administration; Management
San Diego State University-California State University 2007 — 2011
Bachelors, Managment
San Diego State University-California State University 2007 — 2011
Minor, Communication
Benjamin Harrington, CPA's San Diego Pension Consultants Experience September 2009 - December 2009
Job Internal Auditor at USE Credit Union
Industry Real Estate
Experience
USE Credit Union November 2014 - Present
Christy White Associates July 2012 - November 2014
Rojas & Associates, CPAs December 2011 - June 2012
Legacy Real Estate Ventures, LLC October 2010 - December 2011
Pacific Corporate Group March 2010 - November 2010
Closing Corp January 2010 - March 2010
San Diego Pension Consultants September 2009 - December 2009
Marcus & Millichap October 2008 - September 2009
Giuliani & Kull Inc May 2006 - September 2006
Skills
Accounting, Valuation, Financial Modeling, Accounts Receivable, Bank Reconciliation, Private Equity, Real Estate, Due Diligence, Auditing, Government Auditing, External Audit, Non-profits, Non-profit Consulting, Tax Preparation, Corporate Tax, Assurance, Consulting, Account Reconciliation, Real Estate Investment, Acquisition Analysis, Accruals, Accounts Payable, Investments, GAAP, Financial Statements, Finance, Mergers & Acquisitions, Internal Controls, CPA
Education
University of California, San Diego 2007 — 2011
B.A., Economics, Accounting
Placer HIgh School
USE Credit Union November 2014 - Present
Christy White Associates July 2012 - November 2014
Rojas & Associates, CPAs December 2011 - June 2012
Legacy Real Estate Ventures, LLC October 2010 - December 2011
Pacific Corporate Group March 2010 - November 2010
Closing Corp January 2010 - March 2010
San Diego Pension Consultants September 2009 - December 2009
Marcus & Millichap October 2008 - September 2009
Giuliani & Kull Inc May 2006 - September 2006
Skills
Accounting, Valuation, Financial Modeling, Accounts Receivable, Bank Reconciliation, Private Equity, Real Estate, Due Diligence, Auditing, Government Auditing, External Audit, Non-profits, Non-profit Consulting, Tax Preparation, Corporate Tax, Assurance, Consulting, Account Reconciliation, Real Estate Investment, Acquisition Analysis, Accruals, Accounts Payable, Investments, GAAP, Financial Statements, Finance, Mergers & Acquisitions, Internal Controls, CPA
Education
University of California, San Diego 2007 — 2011
B.A., Economics, Accounting
Placer HIgh School
Charles Fettinger's San Diego Pension Consultants Experience July 1997 - July 2002
Job Owner, OnCorporation.com
Industry Computer Software
Experience
OnCorporation.com January 2002 - Present
Ranta Consulting 2005 - 2010
San Diego Pension Consultants July 1997 - July 2002
Skills
Small Business, Windows Programming, Website Development, Android Development, Windows Server, HTML 5, .NET, Databases, Graphic Design, C#, Investments, CSS, PHP, ActionScript, Windows 8 App..., Database Development, Information Technology, Office 365, CSS3, Economics, Real Estate Transactions, Politics, Web Development, XML, Hyper-V, Flash, Action Script, WinJS, Android, Windows Mobile Devices, Visual Studio, XAML, Microsoft Patterns &..., LINQ, Machine Learning, Bootstrap, Windows 8.1, Microsoft SQL Server, Cloud Computing, Windows Azure, Windows System..., Windows App Development, Visual Studio Online, RSS, Game Development, App Store, RemoteApp
Education
Microsoft Academy 2013 — 2014
Various Technical Certification, Computer Programming
Indiana University - Kelley School of Business 1993 — 1996
Bachelor of Science, Business, 3.2
Indiana University-Purdue University at Fort Wayne 1990 — 1992
Associate of Science (A.S.), General Studies, 3.6
OnCorporation.com January 2002 - Present
Ranta Consulting 2005 - 2010
San Diego Pension Consultants July 1997 - July 2002
Skills
Small Business, Windows Programming, Website Development, Android Development, Windows Server, HTML 5, .NET, Databases, Graphic Design, C#, Investments, CSS, PHP, ActionScript, Windows 8 App..., Database Development, Information Technology, Office 365, CSS3, Economics, Real Estate Transactions, Politics, Web Development, XML, Hyper-V, Flash, Action Script, WinJS, Android, Windows Mobile Devices, Visual Studio, XAML, Microsoft Patterns &..., LINQ, Machine Learning, Bootstrap, Windows 8.1, Microsoft SQL Server, Cloud Computing, Windows Azure, Windows System..., Windows App Development, Visual Studio Online, RSS, Game Development, App Store, RemoteApp
Education
Microsoft Academy 2013 — 2014
Various Technical Certification, Computer Programming
Indiana University - Kelley School of Business 1993 — 1996
Bachelor of Science, Business, 3.2
Indiana University-Purdue University at Fort Wayne 1990 — 1992
Associate of Science (A.S.), General Studies, 3.6
Deborah Haygood, PHR Deborah Haygood, PHR's San Diego Pension Consultants Experience January 2013 - Present
Job Human Resources Professional currently seeking employment as a HR Generalist/Benefits Manager.
Industry Biotechnology
Experience
San Diego Pension Consultants January 2013 - Present
Nanogen February 1998 - February 2008
Skills
Recruiting, Employment Law, Employee Benefits, ADP HRB, Employee Relations, Human Resources
Education
University of Arizona 1973 — 1975
Psychology
San Diego Pension Consultants January 2013 - Present
Nanogen February 1998 - February 2008
Skills
Recruiting, Employment Law, Employee Benefits, ADP HRB, Employee Relations, Human Resources
Education
University of Arizona 1973 — 1975
Psychology
Steve Napier's San Diego Pension Consultants Experience June 2002 - November 2004
Job Finance at City of Sunnyvale
Industry Government Administration
Experience
City of Sunnyvale April 2009 - Present
Fisher Investments January 2006 - January 2009
Fisher Investments November 2004 - January 2006
San Diego Pension Consultants June 2002 - November 2004
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Asset Management, Strategic Planning, Budgets, Data Analysis, Microsoft Excel, Forecasting, Business Analysis, Management, Analysis, Leadership, Project Management, Program Management
Education
Santa Clara University - Leavey School of Business 2009 — 2011
MBA
University of California, San Diego
City of Sunnyvale April 2009 - Present
Fisher Investments January 2006 - January 2009
Fisher Investments November 2004 - January 2006
San Diego Pension Consultants June 2002 - November 2004
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Asset Management, Strategic Planning, Budgets, Data Analysis, Microsoft Excel, Forecasting, Business Analysis, Management, Analysis, Leadership, Project Management, Program Management
Education
Santa Clara University - Leavey School of Business 2009 — 2011
MBA
University of California, San Diego
Brian Siljander's San Diego Pension Consultants Experience November 2012 - April 2013
Job Senior Associate at Mercer DC Advisors
Industry Financial Services
Experience
Mercer DC Advisors April 2013 - Present
San Diego Pension Consultants November 2012 - April 2013
TRI-AD June 2007 - July 2012
Buck Consultants April 1996 - June 2007
Skills
401k, Defined Benefit, Employee Benefits, Flexible Spending..., Benefits Administration, Health Savings Accounts, Program Management, Pensions, Retirement, Account Management, Performance Management, Customer Service, Training, Process Improvement, Microsoft Excel
Education
University of California, San Diego 1986 — 1991
Bachelor of Arts (B.A.), Quantitative Economics and Decision Sciences
Mercer DC Advisors April 2013 - Present
San Diego Pension Consultants November 2012 - April 2013
TRI-AD June 2007 - July 2012
Buck Consultants April 1996 - June 2007
Skills
401k, Defined Benefit, Employee Benefits, Flexible Spending..., Benefits Administration, Health Savings Accounts, Program Management, Pensions, Retirement, Account Management, Performance Management, Customer Service, Training, Process Improvement, Microsoft Excel
Education
University of California, San Diego 1986 — 1991
Bachelor of Arts (B.A.), Quantitative Economics and Decision Sciences
Henry Schneider's San Diego Pension Consultants Experience June 2000 - February 2011
Job Managing Director, Client Management & Regulatory Services at OneAmerica Retirement Services LLC
Industry Insurance
Experience
OneAmerica Retirement Services LLC September 2014 - Present
City National Bank March 2011 - August 2014
San Diego Pension Consultants June 2000 - February 2011
Skills
Portfolio Management, Relationship Management, Banking, Investments, Management, Retirement, Wealth Management, Mutual Funds
Education
Swarthmore College 1983 — 1987
BA, Chemistry
OneAmerica Retirement Services LLC September 2014 - Present
City National Bank March 2011 - August 2014
San Diego Pension Consultants June 2000 - February 2011
Skills
Portfolio Management, Relationship Management, Banking, Investments, Management, Retirement, Wealth Management, Mutual Funds
Education
Swarthmore College 1983 — 1987
BA, Chemistry
Adrienne Melanson's San Diego Pension Consultants Experience June 2004 - May 2005
Job Project Controls Manager at Cognosante
Industry Information Technology and Services
Experience
Cognosante August 2014 - Present
Herren Associates, Inc. July 2012 - Present
CNA July 2011 - July 2012
SAIC December 2010 - July 2011
SAIC January 2007 - December 2010
ARINC/SPAWAR Systems Center May 2005 - December 2006
San Diego Pension Consultants June 2004 - May 2005
Skills
Leadership, Proposal Writing, Forecasting, Defense, Security Clearance, Access, Government, Contract Management, Budgets, Management, Earned Value Management, Costpoint, Program Management, Cognos, Microsoft Excel, Projects, Government Contracting, Project Planning, Policy, Business Process..., Change Management, MS Project, Project Control, Revenue Analysis, Revenue Recognition, Revenue Forecasting, Forensic Accounting, Financial Audits, Internal Audit, Financial Process..., Financial Reporting
Education
University of San Diego 2000 — 2004
Bachelor of Arts, Economics/Quantitative Business Analysis
University of San Diego 2000 — 2004
Bachelor of Arts (B.A.), Economics
Cognosante August 2014 - Present
Herren Associates, Inc. July 2012 - Present
CNA July 2011 - July 2012
SAIC December 2010 - July 2011
SAIC January 2007 - December 2010
ARINC/SPAWAR Systems Center May 2005 - December 2006
San Diego Pension Consultants June 2004 - May 2005
Skills
Leadership, Proposal Writing, Forecasting, Defense, Security Clearance, Access, Government, Contract Management, Budgets, Management, Earned Value Management, Costpoint, Program Management, Cognos, Microsoft Excel, Projects, Government Contracting, Project Planning, Policy, Business Process..., Change Management, MS Project, Project Control, Revenue Analysis, Revenue Recognition, Revenue Forecasting, Forensic Accounting, Financial Audits, Internal Audit, Financial Process..., Financial Reporting
Education
University of San Diego 2000 — 2004
Bachelor of Arts, Economics/Quantitative Business Analysis
University of San Diego 2000 — 2004
Bachelor of Arts (B.A.), Economics