Sierra Investment Management, Inc.
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Sierra Investment Management, Inc. Employees
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
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.
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
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
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
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
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
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
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
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