SGC Financial
Address: 3 Waters Park Dr #115, San Mateo, CA 94403 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (650) 573-8525: Category: : : : : : Website: Place name: Website: http://www.sgc-financial.com/ Category: Financial Planner 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. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 8 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for WednesdaysNot enough data yet for FridaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on Thursdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of SGC Financial & Insurance Services Posting publicly on the Web Write a review Reviews Be the first to review
SGC Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SGC Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SGC Financial Employees
SGC Financial May 2014 - Present
306TH POC (SD) August 2012 - Present
Transamerica Financial Advisors, Inc. March 2003 - June 2012
Skills
Leadership, Leadership Development, Personal Financial..., Life Insurance, Fixed Annuities, Health Insurance, Military, Army, Customer Service, Training, Retirement, Public Speaking, Management, Team Building, Coaching, Investments, Financial Services, Insurance, Risk Management
Education
Golden Gate University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mt. San Antonio College 2009 — 2010
General Education
NAIFA San Francisco Peninsula June 2014 - Present
SGC Financial June 2010 - Present
Skills
Business, Strategic Financial..., Insurance, Financial Analysis, Employee Benefits, Small Business, Risk Management, Budgets, Strategic Planning, Retirement Planning, Start-ups, Financial Modeling, Marketing, Customer Service, Finance, Business Development, Team Building
Education
Santa Clara University 1997 — 2001
BA
Jesuit High School 1993 — 1997
Summit Financial Group, LLC August 2013 - Present
SGC Financial May 2009 - August 2013
Los Altos Sunset Rotary October 2009 - 2013
Bank of America October 2006 - May 2009
Education
California State University-Sacramento 2005 — 2009
BS, Business Administration Concentration Finance
Moreau Catholic 2001 — 2005
Silicon Valley Bank September 2014 - Present
Silicon Valley Bank November 2012 - September 2014
Silicon Valley Bank March 2012 - November 2012
Silicon Valley Bank November 2010 - March 2012
Wells Fargo Financial December 2009 - November 2010
SGC Financial September 2009 - December 2009
Bon Appetit September 2006 - September 2009
First Investors Financial Services January 2009 - March 2009
Oakland Raiders 2008 - 2009
Skills
Portfolio Management, Finance, Financial Analysis, Investments, Risk Management, Credit, Loans, Financial Risk, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Cash Management, Accounting, Underwriting, Sweaters, Financial Modeling, Credit Risk, Analysis
Education
Santa Clara University - Leavey School of Business 2005 — 2009
B.S of Commerce, Business Finance
Bond University 2007 — 2007
Business Finance
SGC Financial August 2010 - Present
Santa Cruz Biotechnology September 2007 - January 2010
UC Santa Cruz June 2007 - June 2008
Stanford Center for Professional Developement 2002 - 2005
Skills
Strategic Financial..., Personal Financial..., Wealth Management, Wealth Accumulation, Investments, Investment Advisory, 401k, 401k Rollovers, Qualified Retirement..., Estate Planning, Disability Insurance, Risk Management, Special Needs Trusts, Data Analysis, Finance, Biotechnology
Education
Santa Clara University - Leavey School of Business 2009 — 2012
MBA, Finance
University of California, Santa Cruz 2004 — 2008
Bachelor of Science, Biochemistry and Molecular Biology
Mountain View High School 1999 — 2002
Oak
Accel Partners June 2011 - Present
Satmetrix Systems October 2010 - June 2011
SGC Financial March 2010 - October 2010
Morgan Stanley Smith Barney June 2009 - September 2009
The United States Senate June 2008 - September 2009
Santa Clara University September 2007 - June 2009
Santa Clara University January 2007 - March 2008
Skills
Financial Modeling, Microsoft Excel, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelors, Finance
Jesuit High School
Steinbruner Hill CPAs June 2015 - Present
PMB Helin Donovan January 2013 - May 2015
Byron Union School District November 2010 - December 2014
Khoo & Company, Inc February 2012 - January 2013
SGC Financial January 2010 - February 2012
Skills
Series 7, Series 66, CPA Candidate, Uniform Combined State..., 401k, Retirement Planning
Education
University of California, Santa Barbara 2007 — 2009
BA, Economics, Accounting Emphasis
Fickle Frugal Foodie August 2009 - Present
SGC Financial October 2009 - May 2010
Fisher Investments May 2008 - January 2009
Fisher Investments April 2007 - May 2008
University of Arizona January 2005 - October 2006
University of Arizona August 2002 - April 2005
Skills
Strategy, Data Analysis, Entrepreneurship, Physics, Data Mining, Social Media Marketing, Statistics, Social Media, Marketing, Online Advertising, Start-ups
Education
University of Arizona 2002 — 2006
B.S., Physics
University of Arizona 2002 — 2006
B.S., Astronomy
Intel Corporation July 2015 - Present
The Principal Financial Group January 2008 - July 2015
SGC Financial April 2007 - November 2007
Principal Funds (formerly WM Group of Funds) February 2005 - March 2007
Franklin Templeton Investments December 1999 - February 2005
Skills
Sales Recruitment, Selection, Recruiting, College Recruiting, Insurance, Onboarding, Finance, Retirement, Applicant Tracking..., Vendor Management, Management, Leadership Development, Human Resources, Talent Management, Temporary Placement, Employee Benefits, Banking, Deferred Compensation, Investments, Employee Engagement, Workforce Planning, Leadership, Succession Planning, 401k, Financial Services, Benefits Administration, Technical Recruiting, HRIS, Personnel Management, Employee Relations, Benefits Negotiation, Performance Management
Education
Golden Gate University 2002 — 2005
MS, Human Resources Management
California State University-Sacramento 1994 — 1999
BA, Oganizational Communications
Adaptive Insights March 2014 - Present
POPSUGAR March 2012 - November 2013
Satmetrix Systems March 2011 - March 2012
SGC Financial May 2010 - January 2011
Stanford Center for Professional Development 2005 - 2008
Skills
Marketing, Strategic Financial..., Strategic Planning, Forecasting, Finance, Financial Modeling, Strategy, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2007 — 2010
B.S., Finance
Foothill College 2005 — 2007
Business
Mountain View High School
Glitter Guide June 2011 - Present
SGC Financial April 2008 - November 2010
Performance Physical Therapy, PC September 2007 - March 2008
Abercrombie & Fitch June 2005 - March 2007
Women's Wear Daily Los Angeles July 2004 - September 2004
Skills
Online Branding, Social Media, Digital Media, Content Strategy, Fashion, Brand Development, Blogging, Magazines, Marketing Communications, Online Advertising, Facebook, Photography, Creative Writing, Digital Strategy, Social Media Marketing, Social Networking, Creative Direction, Copywriting
Education
Cal Poly San Luis Obispo 2003 — 2005
BA, Communication Studies
Jackson National Life May 2013 - Present
Jackson National Life July 2011 - Present
SGC Financial June 2009 - January 2011
Triple Threat Academy 2005 - 2008
Skills
Insurance, Series 7, Uniform Combined State..., Retirement Planning, Strategic Financial..., Series 63
Education
Trinity University 2005 — 2009
Business Administration, Finance, Accounting
McDowall Cotter, APC July 2007 - Present
McDowall Cotter, APC July 2007 - Present
WealthCounsel, LLC 2004 - Present
SGC Financial 2009 - Present
Howard, Lytle, Mah & Jackson July 1987 - July 2007
NNEPA 1997 - 2005
Law Offices of Mark Church 1985 - June 1987
Skills
Wealth Preservation, Asset Protection, Wealth Transfer, Estate Administration, Trust Management, Entity Formation, Entity Extraction, Wealth, Trusts, Estate Planning, LLC, Wealth Management..., Wills, Powers of Attorney, Gift Tax, Estate Tax Planning, Estate Law
Education
University of the Pacific - McGeorge School of Law 1984 — 1985
LLM, International business and Taxation
Gonzaga University - School of Business Administration 1983 — 1984
MST, Taxation
Gonzaga University School of Law 1981 — 1984
JD, Law
University of Iowa - Henry B. Tippie College of Business 1976 — 1981
BBA, Business Administration and Industrial relations
Vantage Wealth Management, LLC February 2015 - Present
SGC Financial August 2006 - February 2015
Pure Digital Technologies June 2002 - August 2006
Microsoft October 1998 - December 2000
LinkExchange 1998 - 2000
Intuit January 1997 - August 1998
Sheraton Boston Hotel 1995 - 1996
The Clorox Company 1994 - 1994
APM (CSC Healthcare) September 1990 - June 1993
Education
Stanford University Graduate School of Business 1993 — 1995
MBA, Business
Stanford University 1985 — 1990
BAS, Sociology and VTSS (Industrial Engineering)
Ames High School 1982 — 1985
E*TRADE Financial Corporation September 2015 - Present
Bank of America October 2014 - September 2015
First Republic Bank August 2013 - September 2014
SGC Financial May 2012 - June 2013
Viral Impressions August 2011 - January 2012
Enterprise Rent-A-Car June 2011 - August 2011
HumidorParadise.com September 2010 - July 2011
Jewish Community Center March 2008 - March 2011
Skills
Customer Service, Social Media, Event Planning, Sales, Marketing, Financial Analysis, Salesforce.com, Marketing Strategy, Finance, Business Development, Social Media Marketing, Fundraising
Education
University of San Francisco 2009 — 2011
Business Administration, Finance and Marketing
Hebrew Academy of San Francisco 2005 — 2007
Deesigns Graphics Marketing Events June 1979 - Present
Mattel, Inc. 2013 - Present
TwinkieDeeStar 2000 - Present
Deesigns 1979 - Present
Kidabra Magic Journal April 2009 - Present
Toastmasters 1972 - Present
American Girl 2013 - 2015
ChatterBlock 2013 - 2014
SGC Financial 2007 - 2007
SF Institute of Design & Merchandising (FIDM) 2001 - 2002
Skills
Photography, Social Media, Trade Shows, Event Planning, Graphics, Event Management, Illustration, Brochures, Marketing, Sales, Entertainment, Graphic Design, Logo Design, Social Media Marketing, Public Speaking, Social Networking, Advertising, Creative Direction, Marketing Communications, Newsletters, Management, Brand Development, Publications, Feature Articles, Copywriting, Web Design, Email Marketing, Online Marketing, Feature Writing, Custom Fabrication, Special Events, Event Decor, Balloon Twisting, Face Painting, Comedy Magic, Writing, Customer Service
Education
Stanford University 2010 — 2012
Web Design, Social Media Marketing
California Polytechnic State University-San Luis Obispo
BS-Double Major, Gr Communication, Design, Mgmt, & Speech Minor
Foothill College
AA, Commercial Art
Conifer Fund Services, LLC February 2008 - Present
Visa September 2007 - December 2007
SGC Financial February 2007 - June 2007
Left Bank Restaurant January 2004 - March 2007
Skills
Hedge Funds, Asset Managment, Customer Service, Management, Training, Asset Management, Investments, Event Management, Marketing, PowerPoint, Alternative Investments, Finance, Securities, Recruiting, Bloomberg, Equities
Education
College of San Mateo 2004 — 2006
Foothill College 2002 — 2004
Burlingame High School 1998 — 2002
SGC Financial March 2014 - Present
East Bay Women's Job Search Network June 2009 - November 2014
Give Something Back Office Supplies August 2013 - January 2014
The Guardian Life Insurance Company of America May 2011 - July 2013
St. Mary's College August 2010 - May 2011
MassMutual Financial Group August 2006 - July 2010
East Bay Works/One Stop 2006 - 2006
Career Path Consulting 2001 - 2006
ASTD 1998 - 2001
Skills
Recruiting, Leadership, Employee Benefits, Networking, Staff Development, Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, Talent Management, Human Resources, Employee Relations, Training, Leadership Development, Career Counseling, Resume Writing, Workshop Facilitation, Employee Training, Organizational..., Employee Engagement, Succession Planning, Career Development, Temporary Placement, Organizational..., Workforce Planning, Sales, Conflict Resolution, Executive Coaching, Internet Recruiting, Technical Recruiting
Education
Marymount University 1996 — 1997
Master of Arts, Organization Development
Berlitz Language Program, Tokyo, Japan 1990 — 1991
Japanese Language Program
University of San Francisco 1986 — 1989
Bachelor of Science Business Adminsitration, Hospitality Management
SGC Financial June 2008 - Present
Skills
Asset Management, Investment Advisory, Wealth Management, Mutual Funds, Investment Strategies, Series 7, Retirement, 401k, Portfolio Management, Estate Planning, Investment Management, Asset Allocation
Education
Thunderbird School of Global Management 2004 — 2005
MBA, International Business Management
University of California, Santa Barbara 1999 — 2003
BA, Global Studies
Half Moon Bay High School 1995 — 1999
Diploma, General
West Mercer Elementary 1986 — 1991
SGC Financial June 2007 - Present
First Republic Bank September 2001 - May 2007
Wells Fargo Bank May 2000 - August 2001
Education
San Jose State University 2001 — 2003
Business Managment, Humanities
Menlo College 1998 — 2000
MDB Group July 2010 - Present
SGC Financial February 2009 - August 2010
Skills
Series 7, 401k, Wealth Management, Financial Analysis, ETFs, Estate Planning, Retirement Planning, Series 66, Strategic Financial..., Mutual Funds, Investments, Retirement, Insurance, Portfolio Management, Investment Advisory
Education
San Francisco State University 2005 — 2009
MBA, Decision Sciences, Finance
American Brokerage Network August 2011 - Present
SGC Financial July 2010 - June 2011
Blackhawk Wealth Solutions March 2008 - May 2010
AEGON Asset Management May 2005 - August 2007
Skills
Financial Advisory, Life Insurance, Long-term Care, Strategic Financial..., Underwriting, Term Life Insurance, Finance, Retirement Planning, Employee Benefits, Brokers, Business Development, Small Business, Leadership
Education
University of California, Berkeley
SGC Financial
Skills
Series 7, Series 63, Uniform Combined State...
Education
San Francisco State University
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
SGC Financial February 2004 - Present
First Investors Corporation January 1999 - February 2004
Skills
Retirement Planning, 401k, Insurance, Wealth Accumulation, Mutual Funds, Financial Planners, Series 7, IRAs, Strategic Financial..., Investment Advisory, Sales, Retirement, Life Insurance, Fixed Annuities, Investment Strategies, Wealth Management, Finance, Series 63
Education
Oregon State University 1995 — 1999
lodi high
lodi high
Ghirardelli Chocolate Company July 2014 - Present
Ghirardelli Chocolate Company May 2013 - June 2014
Williams-Sonoma, Inc. September 2009 - May 2013
SGC Financial December 2008 - September 2009
Williams-Sonoma, Inc. June 2007 - August 2007
Skills
Time Management, Finance, Financial Modeling, Essbase, Financial Reporting, Marketing, Financial Analysis, Strategic Financial..., Teamwork, Forecasting
Education
Santa Clara University 2004 — 2008
BSC, Finance