Sierra Investment Management, Inc.

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Sierra Investment Management, Inc. Employees

Employee
Years
Job
Industry
Samar Nasiri CFP® Samar Nasiri CFP® Orange County, California Area Details
Samar Nasiri CFP®'s Sierra Investment Management, Inc. Experience September 2015 - Present
Job Sales Operations Manager at Sierra Investment Management
Industry Financial Services
Experience
Sierra Investment Management, Inc.   September 2015 - Present
Vertical Capital Markets Group, LLC  March 2013 - May 2015
Vertical Capital Markets Group, LLC  April 2013 - September 2014
E*TRADE Financial  January 2011 - October 2012
Fidelity Investments  February 2009 - December 2010
Ameriprise Financial  April 2008 - February 2009

Skills
Series 7, Portfolio Management, Sales, Risk Management, Marketing, Management, Wealth Management, Asset Allocation, High Net Worth..., Investments, Finance, Securities, Mutual Funds, Salesforce.com, CRM, Retirement Planning, Series 63, FINRA, Retirement, Insurance

Education
California State University-Fullerton   2003 — 2008
BA, Business Finance

Matthew Parkhurst Matthew Parkhurst Houston, Texas Area Details
Matthew Parkhurst's Sierra Investment Management, Inc. Experience January 2013 - Present
Job Regional Sales Director at Sierra Mutual Funds
Industry Financial Services
Experience
Sierra Investment Management, Inc.   January 2013 - Present
Invesco Aim  2010 - December 2012
Northwestern Mutual  May 2009 - August 2010

Skills
Series 7, Series 63, Series 65, Texas Real Estate..., MBA

Education
Marshall University   2004 — 2009
Finance, Economics, M.B.A.

Joshua Bradford Joshua Bradford Greater Los Angeles Area Details
Joshua Bradford's Sierra Investment Management, Inc. Experience June 2015 - Present
Job National Sales Associate/Wholesaler with Sierra Mutual funds & Ocean Park Asset Management.
Industry Capital Markets
Experience
Sierra Investment Management, Inc.   June 2015 - Present
Merrill Lynch  December 2014 - June 2015
AssetMark  March 2014 - December 2014
AssetMark  November 2012 - March 2014
Wells Fargo Advisors  October 2011 - November 2012
Wells Fargo Advisors  July 2009 - September 2011
Wells Fargo Advisors  April 2006 - July 2009
Washington Mutual  November 2002 - May 2005

Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Loans, Credit, Retirement Planning, Financial Advisory, Financial Analysis, Retail Banking, Mortgage Lending, Retirement, Consumer Lending, Small Business Lending, Strategic Planning, Sales, Sales Management, New Business Development, Portfolio Management, Series 7, Training, Salesforce.com, Team Building, Marketing Strategy, Small Business, Coaching, Investment Advisory, Securities, Relationship Management, Bonds, Wealth Management..., Investment Strategies, Banking, Financial Services, ETFs, Strategic Financial..., Wealth, Fixed Income, Alternative Investments, Private Banking, Insurance, Asset Management, Fixed Annuities, Equities, Investment Management, High Net Worth..., Cross Selling, IRAs, 401k, Variable Annuities

Education
Penn State University
B.S. Finance, Accounting and Finance

Rana Simpson Rana Simpson Los Angeles, California Details
Rana Simpson's Sierra Investment Management, Inc. Experience April 2013 - August 2013
Job Community Placement Plan (CPP) Case Aide at Westside Regional Center
Industry Public Policy
Experience
Westside Regional Center (WRC)   October 2014 - Present
Carthay School of Environmental Studies Magnet   August 2014 - October 2014
Marshalls  November 2013 - August 2014
Sierra Investment Management, Inc.   April 2013 - August 2013
Legal Aid Society of Orange County  April 2012 - June 2012
UC Irvine  June 2011 - June 2012
Vista Del Campo   June 2010 - June 2011
Ross Stores, Inc.   July 2009 - September 2009

Skills
Hospitality, Public Health, Administrative..., Management, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Cashiering, Customer Service, Diversity Training, Marketing, Public Relations, Training, Higher Education, Microsoft Office, Nonprofits, Research, Community Outreach, Social Media, Public Speaking

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2015 — 2017
Master of Business Administration (M.B.A.)

University of California, Irvine   2008 — 2012
Bachelor of Arts (BA), Public Health Policy

Thea Lewis, CFP® Thea Lewis, CFP® Orange County, California Area Details
Thea Lewis, CFP®'s Sierra Investment Management, Inc. Experience April 2012 - May 2014
Job Retirement Plan Sales Consultant at American Funds
Industry Financial Services
Experience
American Funds  June 2014 - Present
Sierra Investment Management, Inc.   April 2012 - May 2014
Penniall & Associates   August 2010 - February 2012
Griffin Pensions, Inc.   December 2009 - July 2010
The Hartford  October 2005 - January 2008
Payden & Rygel  September 2003 - October 2005
American Funds Distributors, Inc.   April 2002 - September 2003
Morgan Stanley  August 1998 - March 2002
Westar Capital   September 1996 - July 1998

Skills
Wealth Management, Retirement Plans, Series 7, Series 65, Series 63, Certified Financial..., Mutual Funds, Retirement Planning, 401k, Financial Advisory, Investment Management, Equities, Fixed Income, Financial Services, Pensions

Education
The American College   2001 — 2003
CFP Curriculum

University of California, Irvine   1994 — 1995
Extension Certificate Program, Computers in Graphic Design

University of Colorado at Boulder   1990 — 1993
BA, Communication

Terri Spath, CFA, CFP® Terri Spath, CFA, CFP® Santa Monica, California Details
Terri Spath, CFA, CFP®'s Sierra Investment Management, Inc. Experience August 2015 - Present
Job Chief Investment Officer at Sierra Investment Management, Inc.
Industry Investment Management
Experience
Sierra Investment Management, Inc.   August 2015 - Present
Mercer Advisors  September 2011 - August 2015
TS Advisory   2005 - 2011
RSF Social Finance  2008 - 2010
Franklin Templeton Investments  1994 - 2004
Fidelity Investments  1993 - 1993
Phoenix Life Insurance Company  1991 - 1992
Lehman Brothers  1989 - 1991

Skills
Portfolio Management, Equity Research, Investments, Private Equity, Equities, Asset Allocation, Investment Strategies, Financial Analysis, Strategy, Finance, Business Planning, Economics, Investor Relations, Asset Managment, Financial Modeling, Alternative Investments, Hedge Funds, Venture Capital, Debt, Capital Markets, Valuation, Managed Futures, Social Entrepreneurship, Project Finance, Asset Management, Fixed Income, Investment Management, Mutual Funds, Due Diligence, Investment Advisory, Securities, Financial Advisory, Series 7, Bloomberg

Education
Columbia University - Columbia Business School   1992 — 1994
MBA, Finance

University of Michigan   1985 — 1989
A.B., Economics, Psychology

Whitney McDonnell Barbarics Whitney McDonnell Barbarics Greater Los Angeles Area Details
Whitney McDonnell Barbarics's Sierra Investment Management, Inc. Experience January 2013 - Present
Job Senior Regional Sales Associate at Sierra Investment Management
Industry Financial Services
Experience
Sierra Investment Management, Inc.   January 2013 - Present
Barclays Capital  December 2011 - September 2012
Trust Company of the West  May 2010 - December 2011
JonesTrading  January 2009 - May 2010
The Carlyle Group/Carlyle Blue Wave Partners   January 2007 - May 2008
Jefferies & Company  July 2004 - January 2007
Activities, Inc/ ARAMARK Corp   2003 - 2004
SWAT  1999 - 2003
Interscope Records  2001 - 2001
Bloomingdale's  2000 - 2000

Skills
Equities, Fixed Income, Trading, Trading Operations, Mutual Funds, Credit Derivatives, Series 7, Series 63, Series 55, Series 66, High Yield

Education
University of Southern California   1999 — 2003

Corona del Mar High School

Monifa Banks Monifa Banks Los Angeles, California Details
Monifa Banks's Sierra Investment Management, Inc. Experience 2012 - 2014
Job Executive Administrator
Industry Financial Services
Experience
Sierra Investment Management, Inc.   2012 - 2014
Sierra Investment Management, Inc.   2009 - 2012
UBS Wealth Management  2006 - 2008

Skills
Microsoft Office, PowerPoint, Customer Service, Sales, Microsoft Excel, Outlook, Salesforce.com, Zephyr Style Advisor, Meridian IQ, DST Salesconnect, DBcams, Morningstar Direct, Concur, Event Management, Marketing, Management, Social Media, Training, Public Speaking, Equities, Administrative..., Portfolio Management

Education
Northern Caribbean University
Bachelor of Science (BS)

University of California, Los Angeles

Gira Patel Gira Patel Greater Los Angeles Area Details
Gira Patel's Sierra Investment Management, Inc. Experience April 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Sierra Investment Management, Inc.   April 2015 - Present
AIG  February 1999 - April 2015

Skills
Financial Services, Customer Service, Business Analysis, Fixed Annuities, Insurance, Investments, Leadership, Project Management, Relationship Management, Retirement, SDLC, Variable Annuities, Finance

Education
McMaster University   1993 — 1997
B.A., Psychology

Mike Buchholz Mike Buchholz Greater Minneapolis-St. Paul Area Details
Mike Buchholz's Sierra Investment Management, Inc. Experience September 2015 - Present
Job Senior Key Accounts Director at Sierra Investment Management, Inc.
Industry Financial Services
Experience
Sierra Investment Management, Inc.   September 2015 - Present
WBI Investments  January 2011 - August 2015
ING  June 1994 - December 2010

Skills
Series 63, Series 7, Mutual Funds, Fixed Annuities, Series 6, Investments, Alternative Investments, Asset Managment, Series 24, Retirement Planning, FINRA, Wealth Management, Retirement, Securities, Series 65, Variable Annuities, Portfolio Management, Asset Allocation, 401k, Separately Managed...

Education
University of Iowa   1987 — 1991
Bachelor of Arts Economics, Economics