Shareholders Service Group
Address: 9845 Erma Rd # 312, San Diego, CA 92131 Phone: (858) 530-1031Website: Place name: : : Category: : : Hours: : : Website: https://www.ssginstitutional.com/ Category: Investment service 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 Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Shareholders Service Group Posting publicly on the Web Write a review Reviews Be the first to review
Shareholders Service Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Shareholders Service Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11 Shareholders Service Group employees in database. Find out everything there's to know about Shareholders Service Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Shareholders Service Group Employees
Shareholders Service Group 2011 - Present
Brandes Investment Partners 2006 - 2011
LPL Financial 1997 - 2000
Skills
Asset Management, Mutual Funds, Investments, Microsoft Excel, Securities, Series 7, Asset Allocation, Equities, Investment Management, Financial Services, Finance, Bonds, Investment Banking, Financial Analysis, Financial Advisory, Retirement Planning, Emerging Markets, Bloomberg, Access, Series 63, Analysis, Valuation, Brokers, Trading, Capital Markets, VBA, Investment Strategies, Portfolio Management, Value Investing, Wealth Management, Equity Research, Strategic Financial..., Private Equity, Financial Modeling, Options, Investment Advisory, Alternative Investments, Bloomberg Terminal, Derivatives, Fixed Income, Economics, Separately Managed...
Education
San Diego State University-California State University
Bachelor's Degree
San Diego State University-California State University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
UC San Diego Shiley Eye Institute June 2015 - Present
UC Elite August 2013 - Present
Integra Center November 2013 - June 2015
San Diego Unified School District February 2014 - May 2014
Shareholders Service Group December 2010 - July 2012
Skills
Proofreading, Microsoft Excel, PowerPoint, Grant Writing, Donor Perfect, Social Media, Research, Microsoft Word, Non-profits..., Sports Coaching, Organization, Social Networking, Data Entry, Community Outreach
Education
University of California, Santa Barbara 2010 — 2013
Bachelor's degree, Sociology, 3.01
24 Hour Fitness September 1997 - Present
Shareholders Service Group September 2013 - October 2015
LPL Financial September 1996 - November 2012
James Mitchell & Company 1994 - 1996
Skills
Securities, Mutual Funds, Financial Advisory, Financial Services, Investments, Retirement, Sales, FINRA, Wealth Management, Equities, Investment Advisory, Advertising, ETFs, Series 63, Strategic Financial..., Retirement Planning, Program Management, Risk Management, Insurance, Uniform Combined State..., Marketing, CRM, Alternative Investments, Asset Management, Series 6, Investment Strategies, Asset Allocation
Education
San Diego State University-California State University 1989 — 1994
B.S., Bus. Mgmt
Scripps Ranch Swim & Racquet Club March 2014 - Present
Shareholders Service Group October 2013 - Present
Folsom Tigersharks Swim Team March 2012 - September 2013
Rolling Hills Club June 2008 - August 2012
Skills
Public Speaking, Event Planning, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Coaching, Customer Service, Leadership, Marketing, Social Networking, Teamwork, Time Management
Education
California State University-Sacramento 2008 — 2012
Bachelor's degree, Minor, Child Development
Marin Catholic High School 2004 — 2008
High School Diploma, High School Diploma
FactSet May 2014 - Present
LPL Financial December 2012 - March 2014
Shareholders Service Group October 2010 - December 2012
Skills
Financial Advisory, Financial Accounting, Soccer, Teamwork, Business Communications, Business Analysis, Financial Analysis, Finance, Accounting, Communication, Microsoft Excel, Beta Management, Business Advisory, Brokerage, Retirement, Time Management, External Audit, Accounts Receivable, Process Improvement, Internal Controls, Financial Reporting, Leadership, Strategic Financial..., Financial Services, SEC filings, Internal Audit, US GAAP, GAAP, CPA, Financial Audits, Auditing, Sarbanes-Oxley Act, Account Reconciliation, Revenue Recognition
Education
Sonoma State University 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Mt Carmel 2000 — 2004
Diploma
Blackbaud September 2013 - Present
Booz Allen Hamilton February 2011 - September 2013
San Diego Association of Governments (SANDAG) May 2008 - October 2010
South County Economic Development Council February 2008 - May 2008
Shareholders Service Group August 2007 - December 2007
Skills
Data Analysis, Program Management, Strategic Planning, Analysis, Project Management, Financial Analysis, Leadership, Access, Management, Forecasting, Cross-functional Team..., Market Research, Budgets, Business Process..., SAP, Microsoft Excel, Strategy
Education
University of San Diego 2005 — 2008
Bachelor of Arts, Economics
Shareholders Service Group April 2012 - Present
Nunn Family Ranch January 2005 - Present
Brandes Investment Partners October 2008 - March 2012
LPL Financial Services October 1997 - September 2000
LPL Financial 1997 - 1999
Jack White & Co. June 1995 - September 1997
Education
San Diego State University-California State University 1993 — 1995
BA, Communicative Disorders
Shareholders Service Group April 2013 - Present
LPL Financial March 2008 - April 2011
Schwab Institutional August 2006 - February 2008
Schwab Institutional January 2001 - August 2006
TD Waterhouse Institutional 1999 - 2001
Skills
Business Development, Family Office, Management, Financial Services, New Business Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1998
MBA
Boston University
BS, Mass Communication
Self Employed January 2015 - Present
Shareholders Service Group April 2010 - December 2014
Choi Asset Management April 2006 - March 2010
Brandes Investment Partners August 1997 - March 2006
Schwab Institutional March 1994 - August 1997
Jack White and Company September 1987 - March 1994
Skills
Asset Management, Mutual Funds, Investment Strategies, Securities, Investment Management, Asset Allocation, Investment Advisory, Equities, Investments, Portfolio Management
Education
University of California, Santa Cruz 1982 — 1986
B.A., Economics
Shareholders Service Group June 2010 - Present
LPL Financial August 2009 - June 2010
Financial Heritage Reverse Mortgage November 2005 - August 2008
TD Ameritrade January 1999 - March 2005
TDWaterhouse 2000 - 2005
TD Waterhouse 2000 - 2005
Jack White & Co. 1991 - 2000
Skills
Call Centers, Management, Sales, Training, Transaction Management, Coaching, Series 7
Education
Sonoma State University 1986 — 1988
BA, Finance
College of Marin 1984 — 1986
Shareholders Service Group May 2012 - Present
TD Waterhouse March 1994 - May 2001
TD Waterhouse Financial April 1996 - April 2000
Skills
Coaching, Leadership Development, Staff Development, Mentoring, Counseling, Business Management
Education
California State University San Marcos 2009 — 2011
Bachelors Science, Kinesiology, Education
Point Loma High