Shareholders Service Group

Description

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

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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

Employee
Years
Job
Industry
Ladonna Nunn Ladonna Nunn Greater San Diego Area Details
Ladonna Nunn's Shareholders Service Group Experience 2011 - Present
Job
Industry Financial Services
Experience
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

Riley Choi Riley Choi San Diego, California Details
Riley Choi's Shareholders Service Group Experience December 2010 - July 2012
Job Business Office Coordinator at UC San Diego Shiley Eye Institute
Industry Nonprofit Organization Management
Experience
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

Marlo Cote Marlo Cote San Diego, California Details
Marlo Cote's Shareholders Service Group Experience September 2013 - October 2015
Job Financial Services Professional
Industry Financial Services
Experience
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

Caitlin MacDougald Caitlin MacDougald San Diego, California Details
Caitlin MacDougald's Shareholders Service Group Experience October 2013 - Present
Job Shareholders Service Group
Industry Financial Services
Experience
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

Tyler Bryan Tyler Bryan San Francisco, California Details
Tyler Bryan's Shareholders Service Group Experience October 2010 - December 2012
Job Global Web Sales at FactSet
Industry Financial Services
Experience
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

Jayson Best Jayson Best Greater San Diego Area Details
Jayson Best's Shareholders Service Group Experience August 2007 - December 2007
Job Financial Analyst at Blackbaud, Inc.
Industry Computer Software
Experience
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

Ladonna Nunn Ladonna Nunn Greater San Diego Area Details
Ladonna Nunn's Shareholders Service Group Experience April 2012 - Present
Job Shareholders Service Group
Industry Financial Services
Experience
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

Michelle Haymes Azevedo Michelle Haymes Azevedo Greater San Diego Area Details
Michelle Haymes Azevedo's Shareholders Service Group Experience April 2013 - Present
Job Financial Services Sales Professional
Industry Financial Services
Experience
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

Robert Choi, CFA Robert Choi, CFA Greater San Diego Area Details
Robert Choi, CFA's Shareholders Service Group Experience April 2010 - December 2014
Job at Shareholders Service Group
Industry Financial Services
Experience
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

Joel Nunn Joel Nunn Greater San Diego Area Details
Joel Nunn's Shareholders Service Group Experience June 2010 - Present
Job Securities Principal Shareholders Service Group
Industry Financial Services
Experience
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

Velda Knutson Velda Knutson Greater San Diego Area Details
Velda Knutson's Shareholders Service Group Experience May 2012 - Present
Job Financial Advisory Services
Industry Financial Services
Experience
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