San Francisco Associates
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San Francisco Associates Employees
Employee
Years
Job
Industry
Christopher Chan Christopher Chan's San Francisco Associates Experience October 2013 - Present
Job Financial Advisor with San Francisco Associates
Industry Financial Services
Experience
San Francisco Associates October 2013 - Present
Town Car Express May 2007 - September 2013
Education
University of California, Berkeley 2003 — 2005
BA, Interdisciplinary Studies, (Economics, Political Science, and History)
City College of San Francisco 1999 — 2003
Lowell High School 1995 — 1999
San Francisco Associates October 2013 - Present
Town Car Express May 2007 - September 2013
Education
University of California, Berkeley 2003 — 2005
BA, Interdisciplinary Studies, (Economics, Political Science, and History)
City College of San Francisco 1999 — 2003
Lowell High School 1995 — 1999
Andrew Goldsworthy Andrew Goldsworthy's San Francisco Associates Experience September 2006 - September 2007
Job
Industry Online Media
Experience
Rootid May 2011 - Present
aGoldsworthy Online Media January 1998 - January 2013
Habitat for Humanity East Bay January 2009 - May 2011
Habitat for Humanity East Bay December 2006 - December 2008
San Francisco Associates September 2006 - September 2007
OpenTable February 2006 - January 2007
Open Table Inc 2005 - 2006
Skills
Fundraising, Non-profits, Blogging, Photoshop, Strategic Communications
Education
University of Indiana School of Philanthropy 2007 — 2008
Credential, Certificate of Fundraising Management
Colorado College 2000 — 2004
BA, International Political Economy
St. Andrew School 1996 — 2000
Rootid May 2011 - Present
aGoldsworthy Online Media January 1998 - January 2013
Habitat for Humanity East Bay January 2009 - May 2011
Habitat for Humanity East Bay December 2006 - December 2008
San Francisco Associates September 2006 - September 2007
OpenTable February 2006 - January 2007
Open Table Inc 2005 - 2006
Skills
Fundraising, Non-profits, Blogging, Photoshop, Strategic Communications
Education
University of Indiana School of Philanthropy 2007 — 2008
Credential, Certificate of Fundraising Management
Colorado College 2000 — 2004
BA, International Political Economy
St. Andrew School 1996 — 2000
Dr. Ken Odiwe Dr. Ken Odiwe's San Francisco Associates Experience January 1987 - January 1994
Job President/CEO at Waterstone Management, Inc.
Industry Publishing
Experience
Waterstone Management Consulting January 2010 - Present
Anton Pointe January 2001 - Present
Pinnacle Financial Advisors January 1994 - January 2000
San Francisco Associates January 1987 - January 1994
Skills
Entrepreneurship, Start-ups, Executive Coaching, Leadership Development, Small Business, Leadership, Strategy, Social Media, Management, Mentoring, Public Speaking, Negotiation, New Business Development, Business Planning, Business, Program Management, Marketing, Sales Management, Team Leadership, Change Management, Business Development, Public Relations, CRM, Advertising, Training, Contract Negotiation, Digital Marketing, Online Marketing, Lead Generation, Web Marketing, Strategic Partnerships, E-commerce, Social Networking, Consulting, Marketing Communications, Email Marketing, Social Media Marketing, Market Research, Event Management, Personal Development, SEM, Online Advertising, Executive Management, Mobile Marketing, SEO, Publishing, Brand Development, Direct Marketing
Education
University of California
PhD, Industrial and Organizational Psychology
American InterContinental University
MBA, Business Administration
American InterContinental University
B.A., Business Administration, Summa Cum Laude
Waterstone Management Consulting January 2010 - Present
Anton Pointe January 2001 - Present
Pinnacle Financial Advisors January 1994 - January 2000
San Francisco Associates January 1987 - January 1994
Skills
Entrepreneurship, Start-ups, Executive Coaching, Leadership Development, Small Business, Leadership, Strategy, Social Media, Management, Mentoring, Public Speaking, Negotiation, New Business Development, Business Planning, Business, Program Management, Marketing, Sales Management, Team Leadership, Change Management, Business Development, Public Relations, CRM, Advertising, Training, Contract Negotiation, Digital Marketing, Online Marketing, Lead Generation, Web Marketing, Strategic Partnerships, E-commerce, Social Networking, Consulting, Marketing Communications, Email Marketing, Social Media Marketing, Market Research, Event Management, Personal Development, SEM, Online Advertising, Executive Management, Mobile Marketing, SEO, Publishing, Brand Development, Direct Marketing
Education
University of California
PhD, Industrial and Organizational Psychology
American InterContinental University
MBA, Business Administration
American InterContinental University
B.A., Business Administration, Summa Cum Laude
Elvina Sugiharta Elvina Sugiharta's San Francisco Associates Experience May 2013 - August 2013
Job Private Banker
Industry Banking
Experience
PT. Bank CIMB Niaga, Tbk December 2014 - Present
PT Bank Bumi Arta August 2014 - November 2014
San Francisco Associates May 2013 - August 2013
Bank Danamon Indonesia December 2007 - August 2012
Bank Danamon Indonesia March 2006 - November 2007
Skills
Finance, Mutual Funds, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance, Retail Banking, Personal Finance, Wealth Management, Asset Management, Asset Allocation, Certified Financial..., Personal Financial..., Branch Banking, Private Banking, Financial Services, Customer Engagement, Investment Banking, Secretarial Skills, Treasury Services, Investment Portfolio, Mortgage Lending
Education
University of California, Berkeley 2012 — 2013
Management Business Track Program - International Diploma Program, Finance, Global Business Management
Binus Business School 2010 — 2010
CFP (Certified Financial Planner), Financial Planning, Investment, Insurance, Risk Management, Income Tax, Estate Planning
Universitas Bina Nusantara (Binus) 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
PT. Bank CIMB Niaga, Tbk December 2014 - Present
PT Bank Bumi Arta August 2014 - November 2014
San Francisco Associates May 2013 - August 2013
Bank Danamon Indonesia December 2007 - August 2012
Bank Danamon Indonesia March 2006 - November 2007
Skills
Finance, Mutual Funds, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance, Retail Banking, Personal Finance, Wealth Management, Asset Management, Asset Allocation, Certified Financial..., Personal Financial..., Branch Banking, Private Banking, Financial Services, Customer Engagement, Investment Banking, Secretarial Skills, Treasury Services, Investment Portfolio, Mortgage Lending
Education
University of California, Berkeley 2012 — 2013
Management Business Track Program - International Diploma Program, Finance, Global Business Management
Binus Business School 2010 — 2010
CFP (Certified Financial Planner), Financial Planning, Investment, Insurance, Risk Management, Income Tax, Estate Planning
Universitas Bina Nusantara (Binus) 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
David Joslin David Joslin's San Francisco Associates Experience August 2013 - Present
Job Financial Advisor at San Francisco Associates
Industry Financial Services
Experience
San Francisco Associates August 2013 - Present
Brandman University, DeVry University and Embry-Riddle Aeronautical University 2005 - Present
Metropolis Baking Company 2006 - 2007
Herzog Contracting Corporation, Institute for Natural Resources & Others 2002 - 2005
Arrow Sign Company 2000 - 2001
Contra Costa County, Community Development and Building Inspection Departments 1992 - 1999
Skills
Budgets, Management, Career Counseling, Leadership, Higher Education, Nonprofits, Financial Analysis, Accounting, Leadership Development, Strategic Financial..., Adult Education, Healthcare, Grant Writing, Strategic Planning, Organizational..., Auditing, Business Planning, Marketing, Teaching, Finance, Human Resources, Student Affairs, Accounts Payable, Investments, Purchasing, Curriculum Development, Program Development, Financial Reporting, Project Planning, Non-profits, Fundraising, Public Speaking, Customer Service, Contract Management, Microsoft Excel, Program Management, Team Building, Resume Writing, Employee Benefits, Banking, Access, Project Management, Staff Development, Research, Microsoft Office, Accounts Receivable, Community Outreach, Internal Controls
Education
Independent Coursework
Financial Planning and Services
Golden Gate University
MBA, Health Services Management
John F. Kennedy University
BS, Business Administration - Accounting Major
San Francisco Associates August 2013 - Present
Brandman University, DeVry University and Embry-Riddle Aeronautical University 2005 - Present
Metropolis Baking Company 2006 - 2007
Herzog Contracting Corporation, Institute for Natural Resources & Others 2002 - 2005
Arrow Sign Company 2000 - 2001
Contra Costa County, Community Development and Building Inspection Departments 1992 - 1999
Skills
Budgets, Management, Career Counseling, Leadership, Higher Education, Nonprofits, Financial Analysis, Accounting, Leadership Development, Strategic Financial..., Adult Education, Healthcare, Grant Writing, Strategic Planning, Organizational..., Auditing, Business Planning, Marketing, Teaching, Finance, Human Resources, Student Affairs, Accounts Payable, Investments, Purchasing, Curriculum Development, Program Development, Financial Reporting, Project Planning, Non-profits, Fundraising, Public Speaking, Customer Service, Contract Management, Microsoft Excel, Program Management, Team Building, Resume Writing, Employee Benefits, Banking, Access, Project Management, Staff Development, Research, Microsoft Office, Accounts Receivable, Community Outreach, Internal Controls
Education
Independent Coursework
Financial Planning and Services
Golden Gate University
MBA, Health Services Management
John F. Kennedy University
BS, Business Administration - Accounting Major
Kristen Chirhart Kristen Chirhart's San Francisco Associates Experience June 2008 - Present
Job Financial Planner at Boom Planning
Industry Financial Services
Experience
Boom Planning July 2008 - Present
Ameritas June 2008 - Present
San Francisco Associates June 2008 - Present
TPG Capital 2006 - 2007
Headwaters Capital, LLC October 1998 - December 2005
Skills
Investments, Securities, Retirement, Equities, Strategic Financial..., Retirement Planning, Portfolio Management, Asset Managment, Series 7, Mutual Funds, Alternative Investments
Education
Colorado State University 1989 — 1994
Accounting, Accounting and Finance
Colorado State University 1989 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Boom Planning July 2008 - Present
Ameritas June 2008 - Present
San Francisco Associates June 2008 - Present
TPG Capital 2006 - 2007
Headwaters Capital, LLC October 1998 - December 2005
Skills
Investments, Securities, Retirement, Equities, Strategic Financial..., Retirement Planning, Portfolio Management, Asset Managment, Series 7, Mutual Funds, Alternative Investments
Education
Colorado State University 1989 — 1994
Accounting, Accounting and Finance
Colorado State University 1989 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Paula Cerrillo Paula Cerrillo's San Francisco Associates Experience September 2008 - December 2008
Job MBA / Feasibility & Investments / Hotels Development & Acquisitions / Strategic Alliances
Industry Hospitality
Experience
PayPal May 2014 - June 2014
Katapult, Inc. March 2014 - May 2014
Abengoa August 2011 - July 2013
Abengoa March 2009 - July 2011
San Francisco Associates September 2008 - December 2008
Skills
Project Finance, Due Diligence, Finance, Financial Analysis, Corporate Finance, Structured Finance, Financial Modeling, Solar Energy, Spanish, Energy, Business Strategy, Contract Negotiation, Investments, Strategic Partnerships, Relationship Management, International Relations, Business Development, Communication Skills, Legal, Sales, Digital Marketing, Brand Management, Fundraising, Business Analysis
Education
Hult International Business school San Francisco 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, Berkeley 2008 — 2008
Postgrade, Internacional Business
Universidad Complutense de Madrid 2002 — 2007
Law, Finance, IEB, (Instituto de Estudios Bursatiles)
PayPal May 2014 - June 2014
Katapult, Inc. March 2014 - May 2014
Abengoa August 2011 - July 2013
Abengoa March 2009 - July 2011
San Francisco Associates September 2008 - December 2008
Skills
Project Finance, Due Diligence, Finance, Financial Analysis, Corporate Finance, Structured Finance, Financial Modeling, Solar Energy, Spanish, Energy, Business Strategy, Contract Negotiation, Investments, Strategic Partnerships, Relationship Management, International Relations, Business Development, Communication Skills, Legal, Sales, Digital Marketing, Brand Management, Fundraising, Business Analysis
Education
Hult International Business school San Francisco 2013 — 2014
Master of Business Administration (M.B.A.)
University of California, Berkeley 2008 — 2008
Postgrade, Internacional Business
Universidad Complutense de Madrid 2002 — 2007
Law, Finance, IEB, (Instituto de Estudios Bursatiles)
Karina Chang Camacho Karina Chang Camacho's San Francisco Associates Experience November 2006 - October 2007
Job ParaPlanner at Boom Planning
Industry Financial Services
Experience
Boom Planning October 2008 - Present
San Francisco Associates November 2006 - October 2007
Merrill Lynch September 2005 - December 2005
Education
University of California, Berkeley Extension 2006 — 2007
Certificate Program, Project Management
University of California, Berkeley Extension 2005 — 2006
International Diploma Program, Finance
Universidad Nacional de Trujillo 1998 — 2002
Bachelor’s Degree, Economic Science - Accounting
Boom Planning October 2008 - Present
San Francisco Associates November 2006 - October 2007
Merrill Lynch September 2005 - December 2005
Education
University of California, Berkeley Extension 2006 — 2007
Certificate Program, Project Management
University of California, Berkeley Extension 2005 — 2006
International Diploma Program, Finance
Universidad Nacional de Trujillo 1998 — 2002
Bachelor’s Degree, Economic Science - Accounting
Elliot Woo's San Francisco Associates Experience September 2010 - January 2011
Job Paraplanner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Chen Financial Group May 2011 - December 2012
San Francisco Associates September 2010 - January 2011
Consumer Credit Counseling Service 2008 - September 2010
Skills
Series 7, Series 63, Series 65, Strategic Financial..., Mutual Funds, Investments, Life Insurance, Investment Advisory, Retirement Planning, Fixed Annuities, Financial Analysis, 401k, IRAs, Microsoft Excel, Health Insurance, Insurance, Alternative Investments
Education
University of California Berkeley Extension 2010 — 2013
Financial Planning and Services
UC Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Hillsdale High School
Ameriprise Financial Services, Inc. 2013 - Present
Chen Financial Group May 2011 - December 2012
San Francisco Associates September 2010 - January 2011
Consumer Credit Counseling Service 2008 - September 2010
Skills
Series 7, Series 63, Series 65, Strategic Financial..., Mutual Funds, Investments, Life Insurance, Investment Advisory, Retirement Planning, Fixed Annuities, Financial Analysis, 401k, IRAs, Microsoft Excel, Health Insurance, Insurance, Alternative Investments
Education
University of California Berkeley Extension 2010 — 2013
Financial Planning and Services
UC Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Hillsdale High School
Kristan Alicesun's San Francisco Associates Experience February 2007 - May 2007
Job Foreign Currency Trader at Solid Gold Financial Services
Industry Financial Services
Experience
Globallink Traders, LLC April 2007 - July 2007
San Francisco Associates February 2007 - May 2007
Tippit Inc. May 2006 - July 2006
SFSU August 2002 - May 2005
Education
San Francisco State University 2002 — 2005
Psychological Research
University of Nevada-Las Vegas 1997 — 2002
B.A., Psychology
Case Western Reserve University 1994 — 1997
Physics
Globallink Traders, LLC April 2007 - July 2007
San Francisco Associates February 2007 - May 2007
Tippit Inc. May 2006 - July 2006
SFSU August 2002 - May 2005
Education
San Francisco State University 2002 — 2005
Psychological Research
University of Nevada-Las Vegas 1997 — 2002
B.A., Psychology
Case Western Reserve University 1994 — 1997
Physics
Jeff Hodges's San Francisco Associates Experience 2008 - 2014
Job Managing Partner at January Capital Advisors
Industry Financial Services
Experience
January Capital Advisors 2014 - Present
San Francisco Associates 2008 - 2014
Gateway May 2007 - March 2008
Gateway July 2006 - April 2007
Gateway July 2005 - June 2006
Gateway June 2004 - June 2005
Equant 2002 - 2004
KPNQwest 2001 - 2002
Infonet 2000 - 2001
Skills
Strategy, Strategic Financial..., Retirement Planning, Leadership, Investments, Management, Risk Management, Mergers & Acquisitions, Business Strategy, Estate Planning, Insurance, Strategic Planning, Sales Operations, Performance Management, Investment Advisory, Business Process, Investment Strategies, Due Diligence, Sales, Project Planning, Asset Management, Money Management, Retirement, Strategic Partnerships, Financial Planning
Education
Cornell University
Bachelor of Science, Applied Economics and Management
January Capital Advisors 2014 - Present
San Francisco Associates 2008 - 2014
Gateway May 2007 - March 2008
Gateway July 2006 - April 2007
Gateway July 2005 - June 2006
Gateway June 2004 - June 2005
Equant 2002 - 2004
KPNQwest 2001 - 2002
Infonet 2000 - 2001
Skills
Strategy, Strategic Financial..., Retirement Planning, Leadership, Investments, Management, Risk Management, Mergers & Acquisitions, Business Strategy, Estate Planning, Insurance, Strategic Planning, Sales Operations, Performance Management, Investment Advisory, Business Process, Investment Strategies, Due Diligence, Sales, Project Planning, Asset Management, Money Management, Retirement, Strategic Partnerships, Financial Planning
Education
Cornell University
Bachelor of Science, Applied Economics and Management
Andrea Wieland's San Francisco Associates Experience January 2009 - March 2011
Job Talent Sourcer at Modis
Industry Restaurants
Experience
Modis September 2014 - Present
Auto-Chlor System March 2014 - September 2014
AutoChlor System February 2011 - February 2014
San Francisco Associates January 2009 - March 2011
H&R Block December 2005 - December 2007
Skills
Recruiting, Human Resources, Leadership, Customer Service, Outlook, Microsoft Word, Customer Satisfaction, Management, Team Building, Sales, Training, Microsoft Office, Team Leadership, Research, Microsoft Excel, Public Speaking, PowerPoint, Negotiation, Employee Relations, Contract Negotiation, Account Management, Social Networking, Retail, Accounts Payable, Facebook, QuickBooks, Payroll, Marketing, Windows, Analysis, Spanish, Social Media, Social Media Marketing, Coaching, Accounting
Education
Udacity 2014 — 2014
Front End Web Development Nanodegree (in progress)
University of California, Davis
BA, International Relations
Modis September 2014 - Present
Auto-Chlor System March 2014 - September 2014
AutoChlor System February 2011 - February 2014
San Francisco Associates January 2009 - March 2011
H&R Block December 2005 - December 2007
Skills
Recruiting, Human Resources, Leadership, Customer Service, Outlook, Microsoft Word, Customer Satisfaction, Management, Team Building, Sales, Training, Microsoft Office, Team Leadership, Research, Microsoft Excel, Public Speaking, PowerPoint, Negotiation, Employee Relations, Contract Negotiation, Account Management, Social Networking, Retail, Accounts Payable, Facebook, QuickBooks, Payroll, Marketing, Windows, Analysis, Spanish, Social Media, Social Media Marketing, Coaching, Accounting
Education
Udacity 2014 — 2014
Front End Web Development Nanodegree (in progress)
University of California, Davis
BA, International Relations
Paul Furusho's San Francisco Associates Experience December 2007 - January 2010
Job Regional Director, Sunlight Financial, LLC
Industry Financial Services
Experience
Sunlight Financial, LLC May 2015 - Present
LPL Financial March 2010 - May 2015
San Francisco Associates December 2007 - January 2010
Citibank 2002 - 2004
Cal Fed Investments 1994 - 2002
Skills
Retirement, Retirement Planning, FINRA, Mutual Funds, Finance, Series 7, 401k, Asset Allocation, Asset Management, Financial Advisory, Fixed Annuities, Investment Advisory, Investments, Life Insurance, Securities, Series 63, Strategic Financial..., Wealth Management
Education
University of Colorado Boulder 1984 — 1989
BA, Economics
Sunlight Financial, LLC May 2015 - Present
LPL Financial March 2010 - May 2015
San Francisco Associates December 2007 - January 2010
Citibank 2002 - 2004
Cal Fed Investments 1994 - 2002
Skills
Retirement, Retirement Planning, FINRA, Mutual Funds, Finance, Series 7, 401k, Asset Allocation, Asset Management, Financial Advisory, Fixed Annuities, Investment Advisory, Investments, Life Insurance, Securities, Series 63, Strategic Financial..., Wealth Management
Education
University of Colorado Boulder 1984 — 1989
BA, Economics
Blake Kininmonth's San Francisco Associates Experience November 2008 - Present
Job Financial Advisor at San Francisco Associates
Industry Financial Services
Experience
San Francisco Associates November 2008 - Present
ECO:LOGIC Engineering July 2005 - January 2007
Education
San Francisco State University, College of Business 2005 — 2009
Corporate Finance, Economics
San Francisco Associates November 2008 - Present
ECO:LOGIC Engineering July 2005 - January 2007
Education
San Francisco State University, College of Business 2005 — 2009
Corporate Finance, Economics