Signature Estate & Investment Advisors, LLC

Description

Address: 1650 Tysons Blvd #1575, McLean, VA 22102 Hours: Open ⋅ Closes 5PM Tuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (703) 940-3000: Category: Place name: Website: : : : : : Website: http://www.seia.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? Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 10 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 10 min to 3 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Signature Estate & Investment Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review

Signature Estate & Investment Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Signature Estate & Investment Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Signature Estate & Investment Advisors, LLC Employees

Employee
Years
Job
Industry
Linsey Schwartz Linsey Schwartz Los Angeles, California Details
Linsey Schwartz's Signature Estate & Investment Advisors, LLC Experience May 2014 - Present
Job Administrative Assistant at Signature Estate & Investment Advisors, LLC
Industry Investment Management
Experience
Signature Estate & Investment Advisors, LLC   May 2014 - Present
Access Healthcare Associates   March 2013 - April 2014
Samuel I. Fink, MD, Inc.   February 2004 - December 2012

Skills
Healthcare, Healthcare Management, Office Management, Office Administration, Psychology, Business Psychology, Organizational..., Data Entry, Strategic Planning, Clinical Research, Time Management

Education
California State University-Northridge
Bachelor of Science (BS), Psychology

Christian Hutchins, AIF® Christian Hutchins, AIF® Greater Los Angeles Area Details
Christian Hutchins, AIF®'s Signature Estate & Investment Advisors, LLC Experience June 2015 - Present
Job Associate Advisor at SEIA, LLC
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   June 2015 - Present
Signature Estate & Investment Advisors, LLC   May 2014 - June 2015
Signature Estate & Investment Advisors, LLC   December 2012 - May 2014
Arthur J. Gallagher & C   June 2013 - August 2013
Pathfinder Wealth Consulting   May 2012 - July 2012
Nordstrom  November 2011 - May 2012
NCAA Athletics at San Jose State University   July 2010 - December 2011

Skills
PowerPoint, Social Networking, Microsoft Office, Economics, Social Media Marketing, Facebook, Team Leadership, Sales

Education
University of Southern California   2012 — 2014
Bachelor's Degree, Economics

San Jose State University   2010 — 2012
Bachelor of Arts (B.A.), Economics, Sophmore

Newbury Park High School   2006 — 2010

Jie Yuan Jie Yuan Greater Los Angeles Area Details
Jie Yuan's Signature Estate & Investment Advisors, LLC Experience September 2015 - Present
Job Portfolio Analyst at Signature Estate & Investment Advisors, LLC
Industry Investment Management
Experience
Signature Estate & Investment Advisors, LLC   September 2015 - Present
Signature Estate & Investment Advisors, LLC   October 2014 - September 2015
Wells Fargo  August 2014 - October 2014
Bally Auction   March 2013 - July 2014
New York Life Insurance Company  November 2012 - February 2013
L.J. Altfest & Co   May 2010 - February 2011
Shenyin & Wanguo Securities Co. Ltd.   July 2004 - August 2009

Skills
Valuation, Portfolio Management, Investments, Bloomberg Terminal, Mutual Funds, Analysis, Wealth Management, Financial Modeling, Financial Analysis, Trading, Bloomberg, Fixed Income, Equities, Corporate Finance, Forecasting

Education
Pace University - Lubin School of Business   2009 — 2012
Master of Science (MS), Investment Management, 3.98/4.0

Shanghai University of Finance and Economics   2000 — 2004
Bechalor of Management, International Accounting(ACCA)

James Cerezo James Cerezo Greater Los Angeles Area Details
James Cerezo's Signature Estate & Investment Advisors, LLC Experience April 2015 - Present
Job Investment Operations at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   April 2015 - Present
Northwestern Mutual  January 2012 - March 2015
First Investors Corporation  September 2011 - December 2011
JBT FoodTech  July 2011 - September 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Marketing, Strategic Financial..., Research, Event Planning, SPSS, Social Media, Access, Data Analysis, Time Management, Leadership, Outlook, Social Networking, Analysis, Financial Planning

Education
UC Riverside   2008 — 2012
Bachelor of Science (B.S.), Marketing/Finance

Notre Dame High School   2004 — 2008

Ken Ng Ken Ng Los Angeles, California Details
Ken Ng's Signature Estate & Investment Advisors, LLC Experience June 2013 - August 2013
Job Student at UCLA
Industry Banking
Experience
Perella Weinberg Partners  June 2015 - August 2015
New Century Capital Partners  July 2014 - September 2014
Park Lane  March 2014 - June 2014
Genz & Associates   August 2013 - March 2014
Signature Estate & Investment Advisors, LLC   June 2013 - August 2013
UCLA Anderson School of Management  May 2013 - June 2013

Skills
Economics, Financial Analysis, Time Management, Leadership, Data Analysis, Market Research, Investments, Corporate Finance, Financial Modeling, Investment Banking, Event Planning, Finance, Social Networking, Mergers & Acquisitions, Due Diligence, Accounting, PowerPoint

Education
UCLA   2012 — 2016
Bachelor of Arts (B.A.) - Business Economics

Mercer Island High School   2008 — 2012

Tiffany Le Tiffany Le Greater Los Angeles Area Details
Tiffany Le's Signature Estate & Investment Advisors, LLC Experience September 2011 - September 2014
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Fidelity Investments  September 2014 - March 2015
Signature Estate & Investment Advisors, LLC   September 2011 - September 2014
Brentwood Advisory Group   April 2010 - August 2011
New York Life Insurance Company  April 2010 - June 2011
CBS Television Distribution  April 2009 - April 2010

Skills
Series 63, Series 7, Life & Health Insurance..., Financial Analysis, Financial Reporting, Strategic Financial..., Client Liaison, Microsoft Office, Client Relations Skills, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Troubleshooting, PowerPoint, Windows, CRM databases, Box.net, Relationship Management, Retirement Planning, Mutual Funds

Education
University of California, Los Angeles   2007 — 2011
Bachelor of Arts (B.A.), Economics

University of California, Los Angeles   2007 — 2011
Economics

Hannah Bourgeois Hannah Bourgeois San Francisco, California Details
Hannah Bourgeois's Signature Estate & Investment Advisors, LLC Experience July 2012 - September 2012
Job Associate at Triage Consulting Group
Industry Hospital & Health Care
Experience
Triage Consulting Group  2013 - 2014
UCLA School of Law  November 2010 - June 2013
Signature Estate & Investment Advisors, LLC   July 2012 - September 2012
Gooru  June 2011 - August 2011
Hualalai LLC   July 2010 - December 2010
Studio Red  June 2010 - August 2010

Skills
Microsoft Office, Research, Microsoft Word, PowerPoint, Microsoft Excel

Education
UCLA   2009 — 2013
Economics, Spanish

Universidad Complutense de Madrid   2011 — 2011
History of Spanish Literature, Modern Spanish Literature, and Spanish Language

Michael LaRosa Michael LaRosa San Francisco, California Details
Michael LaRosa's Signature Estate & Investment Advisors, LLC Experience April 2012 - September 2012
Job Senior Associate at Triage Consulting Group
Industry Financial Services
Experience
Triage Consulting Group  July 2015 - Present
Triage Consulting Group  October 2013 - July 2015
ASUCLA  December 2009 - June 2013
Signature Estate & Investment Advisors, LLC   April 2012 - September 2012
Morgan Stanley Smith Barney  June 2011 - September 2011
Chick-fil-A  June 2010 - August 2010

Skills
Sales, Networking, Market Research, Microsoft Office, Communication, Presentations, Team Leadership, Market Sizing, Marketing, Data Analysis, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Public Speaking, Research

Education
University of California, Los Angeles   2009 — 2013
Bachelor of Arts (B.A.), Psychology and Political Science

Hayley Wood, CFP®, MBA Hayley Wood, CFP®, MBA Los Angeles, California Details
Hayley Wood, CFP®, MBA's Signature Estate & Investment Advisors, LLC Experience June 2015 - Present
Job Relationship Manager at Signature Estate & Investment Advisors, LLC
Industry Investment Management
Experience
Signature Estate & Investment Advisors, LLC   June 2015 - Present
Financial & Investment Management Group   February 2013 - May 2015
Capitol Financial Solutions  August 2009 - February 2013
North Carolina General Assembly  May 2007 - August 2007
Appalachian State University  August 2006 - April 2007

Education
University of Hawaii at Manoa   2013 — 2015
Executive Masters of Business Administration

Appalachian State University   2005 — 2009
Finance & Banking/Marketing, Certified Financial Planning

C.E Jordan High School   2001 — 2005

Christina Murphy Fletcher Christina Murphy Fletcher Washington D.C. Metro Area Details
Christina Murphy Fletcher's Signature Estate & Investment Advisors, LLC Experience January 2011 - May 2014
Job Human Resources Specialist at Dept. of the Navy, Assistant for Administration
Industry Human Resources
Experience
Dept. of the Navy, Assistant for Administration   December 2014 - Present
National Guard Bureau, G2   May 2014 - December 2014
Signature Estate & Investment Advisors, LLC   January 2011 - May 2014
AABB  November 2008 - May 2010
JPI Companies  September 2003 - November 2008

Skills
Human Resources, Compensation & Benefits, Recruiting and Placement, Cross-functional Team..., Executive...

Education
University of Houston-Clear Lake   2011 — 2014
Master of Arts (M.A.), Human Resources Management

George Mason University   1997 — 2000
Bachelor of Arts (B.A.), Psychology

Julianne Rotherham Julianne Rotherham Orlando, Florida Area Details
Julianne Rotherham's Signature Estate & Investment Advisors, LLC Experience March 2009 - June 2010
Job Assistant Housekeeping Manager Four Seasons Resort Orlando at Walt Disney World
Industry Hospitality
Experience
Four Seasons Hotels and Resorts  October 2014 - Present
Four Seasons Hotels and Resorts  May 2014 - October 2014
Four Seasons Hotels and Resorts  March 2013 - May 2014
Four Seasons Hotels and Resorts  January 2012 - February 2013
Four Seasons Hotels and Resorts  September 2010 - January 2012
Signature Estate & Investment Advisors, LLC   March 2009 - June 2010
Apple Retail  2007 - 2009

Skills
Hotels, Resorts, Concierge Services, Front Office, Hospitality Industry, Hospitality Management, Rooms Division, Hotel Management, Hospitality, Opera, Administrative..., Assisting Executives, Contemporary Art, Art History, Microsoft Office, Guest Service Management, Property Management..., Management, Training, Pre-opening, Customer Service

Education
UCLA   2006 — 2010
Bachelor of Arts (BA), Art History

Archbishop Mitty   2002 — 2006
High School Diploma

Jennifer Embler Jennifer Embler Greater Los Angeles Area Details
Jennifer Embler's Signature Estate & Investment Advisors, LLC Experience April 2008 - Present
Job
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   April 2008 - Present
Morgan Stanley  September 2006 - November 2007
Wells Fargo Advisors  April 2004 - September 2005
Merrill Lynch  December 1999 - April 2004

Skills
Estate Planning, Financial Services, Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Marketing, Life Insurance, Investment Strategies, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Strategic Planning, Outlook, Teaching, Photoshop, Public Speaking, HTML, Java

Education
UCSB   1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government

Ye Jack Chen Ye Jack Chen Greater Los Angeles Area Details
Ye Jack Chen's Signature Estate & Investment Advisors, LLC Experience October 2014 - Present
Job Junior Portfolio Manager at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   October 2014 - Present
Signature Estate & Investment Advisors, LLC   July 2013 - September 2014
Signature Estate & Investment Advisors, LLC   December 2012 - July 2013
Merrill Lynch  June 2012 - August 2012
Franklin Templeton Investments  June 2011 - September 2011
Monterey Bay International Trade Association   June 2010 - August 2010
Walmart  June 2007 - August 2007

Skills
Investments, Equities, Asset Allocation, Wealth Management, Microsoft Excel, Outlook, PowerPoint, Retirement Planning, Trading, Options, Analysis, Research, Financial Modeling, SharePoint, Bonds, Customer Service, Financial Analysis, Strategic Financial..., Microsoft Office, Data Analysis

Education
University of California, Los Angeles   2011 — 2013
B.S., Math/Economics

University of California, Davis   2009 — 2011
B.S. Dual Degree, Managerial Economics/Applied Statistics

Julia Mac Julia Mac Los Angeles, California Details
Julia Mac's Signature Estate & Investment Advisors, LLC Experience December 2013 - Present
Job
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   December 2013 - Present

Skills
Microsoft Excel, Microsoft Office, Customer Service, Chinese, Teaching, CA Insurance License

Education
UCLA   2008 — 2013
Bachelor of Science (BS), Actuarial Science

UCLA   2008 — 2013
Bachelor of Arts (BA), Chinese

Allison Crandall Allison Crandall Greater Denver Area Details
Allison Crandall's Signature Estate & Investment Advisors, LLC Experience September 2010 - September 2013
Job Events Manager at JEWISHcolorado
Industry Nonprofit Organization Management
Experience
JEWISHcolorado  March 2015 - Present
Sugarfina  September 2013 - August 2015
Signature Estate & Investment Advisors, LLC   September 2010 - September 2013
Everest College  December 2009 - September 2010
LA Weekly  December 2007 - February 2009
Homes & Land Magazine/CPS Publishing   December 2005 - December 2007
RE/MAX OTB Estates  February 2003 - December 2005
Menorah Housing Foundation  October 2001 - November 2002

Skills
Social Media Marketing, Public Relations, Email Marketing, Advertising, Marketing, Facebook, Press Releases, Newsletters, Integrated Marketing, Management, Event Management, Blogging, Sales, Event Planning, Fundraising

Education
University of New Hampshire   1996 — 2001
Bachelor of Arts, Social Work

UCLA   2011 — 2012
Continuing Education

Candace Kim Candace Kim Los Angeles, California Details
Candace Kim's Signature Estate & Investment Advisors, LLC Experience September 2014 - October 2014
Job Digital Strategy, Operations and Ventures Intern at FOX Broadcasting Company
Industry Financial Services
Experience
Fox Broadcasting Company  June 2015 - August 2015
Signature Estate & Investment Advisors, LLC   September 2014 - October 2014
Hammer Museum  April 2014 - September 2014

Skills
Economics, Finance, Financial Analysis, Microsoft Office, PowerPoint, Social Media Marketing, Data Analysis, Market Research, Digital Strategy, Marketing Analytics, Business Development, Social Networking, Statistics

Education
University of California, Los Angeles   2013 — 2017
Bachelor of Arts (B.A.), Economics

Los Angeles Center for Enriched Studies   2009 — 2013
Cumulative GPA: 4.347

Tina Phan Tina Phan Greater Los Angeles Area Details
Tina Phan's Signature Estate & Investment Advisors, LLC Experience November 2013 - February 2014
Job Intern at The Boeing Company
Industry Financial Services
Experience
Boeing  March 2015 - Present
20th Century Fox Film  June 2014 - January 2015
Ronald Reagan UCLA Medical Center  October 2013 - May 2014
Signature Estate & Investment Advisors, LLC   November 2013 - February 2014
Law Office of Anthony Tall   April 2013 - October 2013
Merrill Lynch  June 2013 - September 2013

Skills
Microsoft Office, Research, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Outlook, Social Networking, Event Planning, Microsoft Word, English, Facebook, Market Research, Nonprofits

Education
University of California, Los Angeles   2012 — 2016
Bachelor of Arts (BA), Business Economics & Psychology

Edward Troy Edward Troy Greater Los Angeles Area Details
Edward Troy's Signature Estate & Investment Advisors, LLC Experience October 2012 - January 2014
Job Portfolio Management Associate at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick  January 2014 - Present
Signature Estate & Investment Advisors, LLC   October 2012 - January 2014
Zecco Trading  January 2012 - September 2012
Merrill Lynch  August 2010 - June 2011
Ruibal Wealth Management   February 2010 - June 2010
Wells Fargo Bank  August 2007 - August 2009

Skills
Series 7, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis, Equities

Education
University of California, San Diego
B.A. In Economics, Economics

Eric Pritz Eric Pritz Greater Los Angeles Area Details
Eric Pritz's Signature Estate & Investment Advisors, LLC Experience October 2004 - Present
Job Wealth Management, Financial and Estate Planning: SEIA
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   October 2004 - Present
SEIA   2004 - Present

Skills
Financial Planning, Money Management, Estate Planning, Wealth Management, Financial Analysis, Financial Modeling, Insurance Planning, Investments, Financial Planners, Strategic Financial..., Retirement Planning, Fixed Annuities, Tax, Insurance, Business Development, Series 7, Certified Financial..., Alternative Investments

Education
University of California Santa Barbara   1996 — 2000
Bachelors, Business Economics

College for Financial Planning
CFP®

Kathleen Adams, CFP® CPWA® Kathleen Adams, CFP® CPWA® Manhattan Beach, California Details
Kathleen Adams, CFP® CPWA®'s Signature Estate & Investment Advisors, LLC Experience November 2012 - Present
Job Financial Planning & Investment Management for Business Owners: SEIA
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   November 2012 - Present
Waddell & Reed  June 1999 - November 2012

Education
The University of Chicago Booth School of Business   2013 — 2014
CPWA® designation

College of Financial Planning   2002 — 2003
CFP® Designation

UCLA
Personal Financial Planning

Loyola University of Chicago
Bachelor of Science, Magna Cum Laude

Vince DiLeva Vince DiLeva Greater Los Angeles Area Details
Vince DiLeva's Signature Estate & Investment Advisors, LLC Experience January 2008 - Present
Job Senior Partner, SEIA
Industry Investment Management
Experience
Signature Estate & Investment Advisors, LLC   January 2008 - Present
Signature Estate & Investment Advisors,LLC   1997 - 2007

Skills
Investment Management, Retirement Planning, Portfolio Management, Alternative Investments, Certified Financial..., Estate Planning, Wealth Management, Risk Management, Investments, Asset Allocation, Financial Planning, ETFs, Business Planning, Investment Strategies, Investment Advisory, Financial Advisory, Financial Services, Wealth Management...

Education
College for Financial Planning   1997 — 2010
Master of Science (MS) and Certified Financial Planner, Financial Planning

Loyola Marymount University   1992 — 1996
Bachelors of Business Administration, Finance and Marketing

Mary Star High School   1988 — 1992

Alina Khemiy Alina Khemiy Greater Los Angeles Area Details
Alina Khemiy's Signature Estate & Investment Advisors, LLC Experience January 2013 - Present
Job Operations Marketing Specialist at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   January 2013 - Present

Education
California State University-Northridge   2010 — 2012
B.A., Public Relations

Santa Monica College   2007 — 2010
Communications, Business/Corporate Communications

Justin Padgett Justin Padgett Vienna, Virginia Details
Justin Padgett's Signature Estate & Investment Advisors, LLC Experience June 2011 - January 2012
Job Student at Longwood University
Industry
Experience
Longwood Campus Recreation   May 2015 - Present
Longwood Campus Recreation   May 2015 - Present
MVP Baseball School   November 2009 - December 2014
Signature Estate & Investment Advisors, LLC   June 2011 - January 2012

Skills
Public Speaking, Microsoft Office, Customer Service, Event Planning, Leadership, Microsoft Excel, Operations Management, Data Analysis, Outlook, Team Leadership, Social Networking, Teamwork, Higher Education, Team Building, Research, Human Resources, PowerPoint, Microsoft Word

Education
Longwood University   2012 — 2016
Bachelor of Science and Business Administration, Management, Economics

James Madison High School   2009 — 2012

Kyle C. Smith, CFP® Kyle C. Smith, CFP® Washington D.C. Metro Area Details
Kyle C. Smith, CFP®'s Signature Estate & Investment Advisors, LLC Experience July 2006 - Present
Job Associate Advisor at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   July 2006 - Present

Education
College for Financial Planning   2011 — 2012
CFP® Certification Education Program

Towson University   2002 — 2006
B.S., Finance

Jake Geringer Jake Geringer Los Angeles, California Details
Jake Geringer's Signature Estate & Investment Advisors, LLC Experience September 2015 - Present
Job Operations Specialist at Signature Estate & Investment Advisors, LLC
Industry Investment Management
Experience
Signature Estate & Investment Advisors, LLC   September 2015 - Present
American Golf Corporation  October 2014 - August 2015
Security Door Controls  May 2012 - August 2015
Premiere Valet  November 2012 - December 2013
CYBA   November 2006 - April 2013
DS Waters  June 2011 - July 2011
D & L Solutions   June 2008 - December 2010

Skills
Microsoft Office, Microsoft Excel, Keynote, Pixelmator, Photoshop, HTML, Graphic Design, Web Design, Sales, Microsoft Word, Social Networking, Social Media, Customer Service, Time Management, Facebook, Social Media Marketing

Education
University of California, Berkeley   2013 — 2015
Bachelor's Degree, Interdisciplinary Studies: Organizational Sociology and Psychology, Senior

Ventura College   2013 — 2013
Associate of Arts (A.A.), General Studies

Saddleback College   2012 — 2012
General Studies

CSU Sacramento   2011 — 2012
Finance, General

Joseph Fusaro, Jr. Joseph Fusaro, Jr. Los Angeles, California Details
Joseph Fusaro, Jr.'s Signature Estate & Investment Advisors, LLC Experience 1998 - Present
Job Director of Operations at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   1998 - Present

Skills
Series 7

Education
Arizona State University
BS, Marketing, Magna Cum Laude

Lance Thompson Lance Thompson San Francisco, California Details
Lance Thompson's Signature Estate & Investment Advisors, LLC Experience May 2010 - January 2011
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock  August 2011 - Present
Signature Estate & Investment Advisors, LLC   May 2010 - January 2011
Signature Estate & Investment Advisors, LLC   September 2009 - May 2010
Morgan Stanley Smith Barney  June 2009 - September 2009

Skills
Portfolio Management, Analysis, Investments, Finance, Leadership, PowerPoint, Accounting, Wealth Management, New Business Development

Education
University of California, Los Angeles   2007 — 2011
Bachelor of Arts, Economics

Richard J. Nott, CFP® Richard J. Nott, CFP® Los Angeles, California Details
Richard J. Nott, CFP®'s Signature Estate & Investment Advisors, LLC Experience November 2009 - June 2015
Job Advisor at AdvicePeriod | Wealth Management
Industry Financial Services
Experience
AdvicePeriod   June 2015 - Present
Signature Estate & Investment Advisors, LLC   November 2009 - June 2015
United Capital  January 2008 - December 2009
Hewlett-Packard  2006 - 2007

Skills
Asset Allocation, Wealth Management, Strategic Financial..., Portfolio Management, Capital Markets, VBA, Investments, Retirement Planning, Investment Advisory, Investment Management, Wealth Management..., Trading, Financial Analysis, Finance, Asset Management, Mutual Funds, Series 7, Management, Securities, Equities, Financial Services, Investment Strategies, Estate Planning

Education
University of California, Irvine   2004 — 2008
Bachelor's Degree, Economics

Howard Chen Howard Chen Greater Los Angeles Area Details
Howard Chen's Signature Estate & Investment Advisors, LLC Experience January 2012 - Present
Job Portfolio Administrator at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   January 2012 - Present
Signature Estate & Investment Advisors, LLC   February 2011 - December 2011
Everbright Pramerica Fund Management Co Ltd.   January 2011 - February 2011
Signature Estate & Investment Advisors, LLC   June 2009 - August 2010

Skills
Series 7, Portfolio Management, Mutual Funds, Equities, Financial Analysis, Microsoft Office

Education
University of California, Los Angeles   2006 — 2010
Bachelor's Degree, Economics, Global Studies, Chinese

Chris Tran Chris Tran Los Angeles, California Details
Chris Tran's Signature Estate & Investment Advisors, LLC Experience June 2013 - February 2014
Job Investment Banking Analyst at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group  July 2015 - Present
Macquarie Group  June 2014 - August 2014
Signature Estate & Investment Advisors, LLC   June 2013 - February 2014
Gap Inc.  July 2012 - September 2012

Skills
PowerPoint, Social Media, Financial Analysis, Microsoft Office, Microsoft Word, Financial Modeling, Bloomberg Terminal, Corporate Finance, Valuation, Microsoft Excel, Investments, Alternative Investments, Investment Banking, Bloomberg, Economics

Education
University of California, Los Angeles   2011 — 2015

Ari Kevin Reisian Ari Kevin Reisian Los Angeles, California Details
Ari Kevin Reisian's Signature Estate & Investment Advisors, LLC Experience September 2009 - April 2010
Job Consultant at CAST Management Consultants
Industry Management Consulting
Experience
CAST Management Consultants  June 2014 - Present
Keygent Advisors   June 2013 - June 2014
Keygent Advisors   May 2012 - June 2013
Keygent Advisors   October 2011 - May 2012
Gallagher Benefit Services  June 2010 - October 2011
A.G.B.U. - A.Y.A.   October 2005 - June 2010
Steptoe and Johnson LLP  October 2008 - May 2010
Signature Estate & Investment Advisors, LLC   September 2009 - April 2010
Handsome Academy   January 2008 - April 2008
Seastrom & Seastrom  July 2007 - November 2007

Skills
Process Improvement, Financial Analysis, Negotiation, Due Diligence, Data Analysis, Strategic Planning, Employee Benefits, Analysis, Microsoft Office, Contract Negotiation, Microsoft Excel, Project Management, Budgets, Insurance, Management, Program Management, Business Development, Financial Modeling, Entrepreneurship, Market Research, CRM, Finance, Strategy, Leadership, Management Consulting, Recruiting, Vendor Management, Public Finance, Municipal Bonds, Credit Enhancement, Cash Flow, Strategy Formulation, Reconciling, Compliance, Workflow Analysis, Forecasting, Financial Reporting, Workforce Planning, Budgeting, Policy Analysis, Contract Management, Economics, Accounting, Consulting, Private Equity, Time Management, Research, Salesforce.com

Education
University of California, Los Angeles   2008 — 2010
B.A., Political Science; minor: Public Affairs/Policy

University of California, Irvine   2006 — 2008
Bachelor of Arts, Political Science

University of California, Los Angeles - The Anderson School of Management
Riordan Fellow

Yiwei (Vera) Xu Yiwei (Vera) Xu Los Angeles, California Details
Yiwei (Vera) Xu's Signature Estate & Investment Advisors, LLC Experience April 2014 - October 2014
Job Retail Management Intern at Roger Vivier
Industry Public Relations and Communications
Experience
Roger Vivier  July 2015 - September 2015
Curator LA   April 2015 - June 2015
Cloud and Wind Capital（风云资本）   September 2014 - June 2015
Almitas Capital   January 2015 - April 2015
Signature Estate & Investment Advisors, LLC   April 2014 - October 2014

Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Bloomberg Terminal, Teamwork, Public Speaking, Market Research, Morningstar, Financial Modeling, Photoshop, Microsoft PowerPoint, Public Relations, Customer Relations, Outlook

Education
UCLA   2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Accounting

Santa Cruz High School   2007 — 2011
High School Diploma, Top 5%, Salutatorian

Serena Hong Serena Hong Greater New York City Area Details
Serena Hong's Signature Estate & Investment Advisors, LLC Experience March 2011 - June 2012
Job Associate at BlackRock
Industry Investment Management
Experience
BlackRock  January 2015 - Present
BlackRock  August 2012 - January 2015
Signature Estate & Investment Advisors, LLC   March 2011 - June 2012
Deloitte  July 2011 - September 2011

Education
University of California, Los Angeles   2008 — 2011
B.A., Economics

The University of Manchester   2010 — 2010
Study Abroad

Enforex Language School   2006 — 2006
Spanish

Randy Harrison Randy Harrison New York, New York Details
Randy Harrison's Signature Estate & Investment Advisors, LLC Experience March 2010 - July 2012
Job Structured Products Associate at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  2014 - Present
BNP Paribas  June 2013 - August 2013
Signature Estate & Investment Advisors, LLC   March 2010 - July 2012
Commerce Capital Group  2008 - 2009

Skills
Credit Trading, Credit Derivatives, Credit, Series 7, Asset Allocation, Investments, Derivatives, Bloomberg, Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Asset Management, Series 63, Series 66

Education
Cornell University   2012 — 2013
Master of Engineering (MEng), Financial Engineering

University of California, Santa Barbara   2005 — 2009
B.A., Business Economics

Stephanie Perkins Stephanie Perkins Orange County, California Area Details
Stephanie Perkins's Signature Estate & Investment Advisors, LLC Experience
Job Client Service Manager at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC  

Skills
Management, Microsoft Excel, QuickBooks, Microsoft Word, Public Speaking, Public Relations, Marketing, Customer Service, Financial Services

Education
Azusa Pacific University   2006 — 2009
Bachelor of Arts (BA), Communications

Matt Reiser Matt Reiser Los Angeles, California Details
Matt Reiser's Signature Estate & Investment Advisors, LLC Experience September 2014 - March 2015
Job Investment Banking Summer Analyst at ECHELONPartners
Industry Financial Services
Experience
ECHELON-Partners  June 2015 - Present
CCPrep Go   July 2013 - Present
Signature Estate & Investment Advisors, LLC   September 2014 - March 2015
Keeply (Kipz)   January 2014 - June 2014
Associated Students UCLA  September 2013 - May 2014
Comprehensive College Prep  September 2011 - August 2013

Skills
Research, Public Speaking, Microsoft Office, Social Media Marketing, Microsoft Excel, Teamwork, PowerPoint, Event Planning, Photoshop, Investments, Market Research, Netscape Navigator, Social Media, Marketing, Microsoft Word, Team Management, Written & Oral..., Prezi, Nutrition, Google Chrome, Asset Protection, Anomaly Detection, Subpoenas, Saxophone, Operational Excellence, Extreme Environments, Party Favors, Active Top Secret, Leadership, Data Analysis, Transformational..., Valuation, Paint

Education
University of California, Los Angeles   2013 — 2017

Aliso Niguel HS   2009 — 2013

Bella Monique Bella Monique San Francisco Bay Area Details
Bella Monique's Signature Estate & Investment Advisors, LLC Experience October 2012 - December 2012
Job Incoming Associate at Triage Consulting Group
Industry Human Resources
Experience
Triage Consulting Group  July 2015 - Present
Pressed Juicery  June 2015 - Present
Mercer  June 2014 - September 2014
UCLA School of Law  March 2013 - June 2014
Signature Estate & Investment Advisors, LLC   October 2012 - December 2012
The Picky Eater   January 2012 - April 2012

Skills
Microsoft Office, Community Outreach, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Social Media Marketing, Leadership Development, Teamwork, Strategic Public..., HR Consulting, Business Analysis, Human Resources, Customer Service, Event Planning

Education
UCLA   2011 — 2015
Bachelor of Arts (B.A.), Economics, Public Health

UC Center Paris   2013 — 2013
French Language and Literature

Aliso Niguel High School   2007 — 2011

Susan Yao Susan Yao Los Angeles, California Details
Susan Yao's Signature Estate & Investment Advisors, LLC Experience April 2007 - November 2008
Job Business Operations Analyst II at ICANN
Industry Internet
Experience
ICANN  April 2014 - Present
Dignified Transition Solutions, LLC  July 2012 - April 2014
Ameriprise Financial Services, Inc.   September 2009 - May 2011
Signature Estate & Investment Advisors, LLC   April 2007 - November 2008
The True Agency  April 2006 - July 2007

Skills
Project Management, Process Improvement, Visio, Risk Management, Leadership, Program Management, Salesforce.com, Encompass, Microsoft Excel, Vendor Management, Management, Portfolio Management, Change Management, Data Analysis, Multi Tasking, PowerPoint, DocuSign, Finance, Microsoft Office, Financial Analysis, Customer Service, Marketing

Education
Sophia University   2002 — 2006
Bachelor of Arts (B.A.), International/Global Studies

Carlos Ezquerro Carlos Ezquerro La Jolla, California Details
Carlos Ezquerro's Signature Estate & Investment Advisors, LLC Experience June 2012 - Present
Job Student at Wharton School of Business LEADership, Education and Development (LEAD) Summer Business Institute
Industry Investment Management
Experience
LEADership, Education and Development (LEAD)   June 2015 - Present
Boost Media  August 2014 - Present
Signature Estate & Investment Advisors, LLC   June 2012 - Present
Stanford University  June 2014 - August 2014
Gomez Trial Attorneys  June 2012 - August 2012

Skills
Spanish-speaking, Marketing, Social Media, Community Service, Leadership, Communication Skills, International, Economics, Business Decision Making, Producing, Writing, Management

Education
Francis W. Parker School   2006 — 2016
Prep School, Junior

Stanford University   2014 — 2014
Summer College, Economics

Austin Liggett Austin Liggett New York, New York Details
Austin Liggett's Signature Estate & Investment Advisors, LLC Experience August 2007 - July 2009
Job Investment Analyst
Industry Investment Management
Experience
U.S. Trust   November 2014 - Present
Advent Software  September 2012 - October 2014
Paraiso Adventures   2012 - 2014
HelpMyCash   June 2010 - September 2010
Signature Estate & Investment Advisors, LLC   August 2007 - July 2009

Skills
Investments, Financial Analysis, Financial Modeling, Valuation, Equities, Fixed Income, Data Analysis, Corporate Finance, Business Development, Finance, Asset Management, Private Equity, Strategic Financial..., Financial Services

Education
IESE Business School - University of Navarra   2009 — 2011
MBA, Finance

University of California, Santa Barbara   2003 — 2007
Bachelor of Arts, Business Economics

Vinee T. Mehta, CFP®, AIF® Vinee T. Mehta, CFP®, AIF® Greater Los Angeles Area Details
Vinee T. Mehta, CFP®, AIF®'s Signature Estate & Investment Advisors, LLC Experience August 1999 - October 2005
Job COO & Family Investment Officer at MWM
Industry Financial Services
Experience
MWM 1835   March 2014 - Present
Fidelity Investments  February 2010 - March 2014
MAACO Enterprises, Inc.   January 2007 - September 2009
Gemelli Group, Inc.   January 2005 - December 2006
Signature Estate & Investment Advisors, LLC   August 1999 - October 2005

Skills
Wealth Management, Asset Management, Financial Analysis, Insurance, Investments, Asset Allocation, Business Development, Business Planning, Series 7, Management, Portfolio Management, Asset Managment, Retirement Planning, Strategic Financial..., Research, Long-term Customer..., Finance, Public Speaking, Sales, Networking, Alternative Investments

Education
University of Southern California - Marshall School of Business   2003 — 2006
Masters, Business Administration; Real Estate

University of California, Santa Barbara   1995 — 1999
B.A, Business Economics; an emphasis in Accounting Minor: Sports Management

Ariane Chee Ariane Chee San Francisco Bay Area Details
Ariane Chee's Signature Estate & Investment Advisors, LLC Experience March 2012 - June 2012
Job Account Strategist at Google
Industry Marketing and Advertising
Experience
Google  January 2013 - Present
Signature Estate & Investment Advisors, LLC   March 2012 - June 2012
UCLA Athletics Peer Learning Lab  September 2011 - June 2012
Chase Technology Consultants, LLC  June 2011 - August 2011
Argopoint LLC  June 2011 - August 2011

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Photoshop, Market Research, Social Media Marketing, Marketing, Outlook

Education
University of California, Los Angeles   2008 — 2012
Bachelor of Arts and Architecture, World Arts and Culture

Florence Univeristy of the Arts   2010 — 2010

Head-Royce

Vinay Ramdev Vinay Ramdev Greater Los Angeles Area Details
Vinay Ramdev's Signature Estate & Investment Advisors, LLC Experience December 2011 - March 2012
Job Data Analyst Consultant
Industry Investment Management
Experience
Laboratory Instrument Specialist   February 2015 - Present
Breitburn Energy  October 2014 - February 2015
Beverly Hills Wealth Management  March 2013 - July 2014
Private Tutor  August 2012 - April 2013
Signature Estate & Investment Advisors, LLC   December 2011 - March 2012
Charles E. Young Research Library  January 2009 - December 2011
Sears, Roebuck and Co.   June 2008 - August 2008

Skills
Fundamental Analysis, Portfolio Management, Equity Research, Financial Modeling, Investment Management, Microsoft Excel, Valuation, VBA, Pivot Tables, Due Diligence, Capital Markets, Microsoft Word, Vlookup, Financial Statement..., Microsoft SQL Server, Microsoft Office Suite, SQL, Finance, Microsoft Office, Asset Management, Asset Allocation, Investments, PowerPoint

Education
University of California, Los Angeles   2008 — 2012
B.A, Economics

Derek Kellman Derek Kellman Los Angeles, California Details
Derek Kellman's Signature Estate & Investment Advisors, LLC Experience December 2014 - Present
Job Portfolio Manager at Signature Estate & Investment Advisors, LLC
Industry Investment Management
Experience
Signature Estate & Investment Advisors, LLC   December 2014 - Present
Santa Ynez Chumash Tribe   August 2011 - August 2014
Best Buy  August 2007 - June 2011

Skills
Investment Management, Financial Market..., Microsoft Office, Customer Service, Commercial Real Estate..., Global Macro, Tactical Asset..., Investment Policy..., Annual Reports, Series 7, Sales, Financial Accounting, Asset Management

Education
University of California, Santa Barbara   2010 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics

Len Hirsh, MBA, CFP® Candidate Len Hirsh, MBA, CFP® Candidate Manhattan Beach, California Details
Len Hirsh, MBA, CFP® Candidate's Signature Estate & Investment Advisors, LLC Experience September 2015 - Present
Job Associate Advisor at Signature Estate & Investment Advisors
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   September 2015 - Present
Kayne Anderson Rudnick  2013 - September 2015
Mattel, Inc.   2010 - 2013

Skills
Marketing Strategy, Product Management, Product Marketing, Marketing, Brand Management, Cross-functional Team..., Customer Insight, Strategic Partnerships, Product Development, Entrepreneurship, Strategic Planning, Strategy, Market Research, Digital Media, Marketing Communications, Business Planning, Market Analysis, Competitive Analysis, Financial Modeling, Brand Development, Market Planning, Forecasting, Investments, Alternative Investments, Investment Management, Wealth Management, Wealth Management..., Writing, Creative Writing

Education
University of California, Los Angeles - The Anderson School of Management   2007 — 2009
M.B.A. (Master of Business Administration)

Colgate University   1995 — 1999
B.A.

University of California, Los Angeles
Certificate in Personal Financial Planning

Catherine Sanchirico, JD Catherine Sanchirico, JD Orange County, California Area Details
Catherine Sanchirico, JD's Signature Estate & Investment Advisors, LLC Experience June 2010 - Present
Job Financial Services
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   June 2010 - Present
A Plus Mortgages, Inc.   March 1998 - May 2010
YMCA Board of Directors   2002 - 2010
Sanchirico & Associates   June 1994 - September 1999
Transamerica  1996 - 1998

Skills
Non-profits, Strategic Planning, Leadership, Insurance, Marketing Strategy, Nonprofits, Marketing, Entrepreneurship, New Business Development, Team Building, Public Speaking, Human Resources, Sales Management, Estate Planning, Leadership Development, Mortgage Lending, Small Business, Business Planning, Program Management, Time Management

Education
Western State University College of Law   1990 — 1993
Juris Doctor, International Law, Business Law, Estate Planning, Tax Issues

University of California, Los Angeles - School of Law   1989 — 1990
Law Degree

Missouri State University   1985 — 1989
Bachelor of Science, International Business, International Management, Marketing

Deron McCoy Deron McCoy Greater Los Angeles Area Details
Deron McCoy's Signature Estate & Investment Advisors, LLC Experience July 2013 - Present
Job Chief Investment Officer, Signature Estate & Investment Advisors, LLC
Industry Investment Management
Experience
Signature Estate & Investment Advisors, LLC   July 2013 - Present
Signature Estate & Investment Advisors, LLC   July 1995 - Present
Signature Estate & Investment Advisors, LLC   January 2002 - July 2013

Education
University of California, Los Angeles   1991 — 1995
Bachelor of Science (BS), Mathematics/Applied Science-Econ

Thomas C. West, CLU, ChFC, AIF Thomas C. West, CLU, ChFC, AIF Washington D.C. Metro Area Details
Thomas C. West, CLU, ChFC, AIF's Signature Estate & Investment Advisors, LLC Experience January 2011 - Present
Job Financial Advisor, SEIA
Industry Investment Management
Experience
Signature Estate & Investment Advisors, LLC   January 2011 - Present
Thomas West Financial Services   January 1995 - January 2011

Skills
Strategic Financial..., Investments, Portfolio Management, Estate Planning, Long-term Care, Retirement Planning, Retirement, Wealth Management, Asset Allocation, Multi-generational..., Wealth Accumulation..., Wealth Preservation..., Investment Advisory..., Financial Analysis, Intergenerational..., Investment Advisory, Wealth, Financial Planners

Education
University of Virginia   1988 — 1992
Bachelor of Arts, Foreign Affairs

University of Pittsburgh - Joseph M. Katz Graduate School of Business   1992 — 1994
Masters of Business Administration, Finance

University of Pittsburgh   1992 — 1994
Master of Public and International Affairs, Graduate School of Public and International Affairs

Erik Soderberg Erik Soderberg Orange County, California Area Details
Erik Soderberg's Signature Estate & Investment Advisors, LLC Experience February 2010 - April 2015
Job Senior Trader at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
Canterbury Consulting  April 2015 - Present
Signature Estate & Investment Advisors, LLC   February 2010 - April 2015

Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 7, Microsoft Office, Equities, Retirement Planning, Investments, Mutual Funds, Securities, Bonds, Alternative Investments, ETFs, Equity Trading

Education
University of California, Irvine   2006 — 2009
BA in Economics

Alexander Kirk Alexander Kirk Greater Los Angeles Area Details
Alexander Kirk's Signature Estate & Investment Advisors, LLC Experience February 2015 - Present
Job
Industry International Trade and Development
Experience
Signature Estate & Investment Advisors, LLC   February 2015 - Present
Kirkware LLC   June 2008 - Present
Sayan Holdings Inc   November 2013 - May 2014
BrunchButler LLC   November 2012 - October 2013
Gerber Kawasaki Wealth & Investment Management  December 2011 - October 2012

Skills
Wealth Management, Market Research, Series 7, Business Management, CA Life & Health, Financial Planning, Planning Budgeting &..., German, French, Sales, Customer Service, Business Strategy, Management, Strategic Financial..., Investments

Education
California State University-Northridge   2010 — 2012
Bachelor of Science (BS), Finance, General, GPA: 3.59

Santa Monica College   2006 — 2008
Associate of Arts (AA), Business Administration and Management, General

Kantonsschule Enge Zurich, Switzerland   2001 — 2005
High School Diploma with focus on Business and Economics

William Collopy William Collopy Orange County, California Area Details
William Collopy's Signature Estate & Investment Advisors, LLC Experience July 2011 - Present
Job Estate and Investment Management
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   July 2011 - Present

Skills
Portfolio Management, Technical Analysis, Fundamental Analysis, Options Strategies, Financial Analysis, Strategic Planning, Trading Strategies, Business Strategy, Economic Research, Management, Client Services, Microsoft Excel, Morningstar

Education
Chapman University, The George L. Argyros School of Business and Economics   2010 — 2011
MBA, Business

University of California, Santa Barbara   1997 — 2002
Geography, Satellite Imagery

Elisa Paustian Elisa Paustian Redondo Beach, California Details
Elisa Paustian's Signature Estate & Investment Advisors, LLC Experience April 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC   April 2014 - Present

Education
California State University-Fullerton
Bachelor of Arts (B.A.), Business Administration (Concentration in Finance)

Torrance High

Max Gordon Max Gordon Greater Los Angeles Area Details
Max Gordon's Signature Estate & Investment Advisors, LLC Experience June 2011 - August 2011
Job Investment Banking
Industry Investment Banking
Experience
Moelis & Company  January 2015 - Present
Cappello Group, Inc.   August 2012 - December 2014
Signature Estate & Investment Advisors, LLC   June 2011 - August 2011

Education
University of Southern California - Marshall School of Business   2008 — 2012

University of Southern California

Hamza Rashid Hamza Rashid Washington D.C. Metro Area Details
Hamza Rashid's Signature Estate & Investment Advisors, LLC Experience November 2011 - May 2012
Job Research Analyst at Calkain Companies
Industry Financial Services
Experience
Calkain Companies  February 2015 - Present
GEICO  February 2014 - February 2015
GEICO  January 2013 - February 2014
Signature Estate & Investment Advisors, LLC   November 2011 - May 2012
LPL Financial  May 2011 - November 2011

Skills
Investments, Financial Modeling, Financial Analysis, Market Research, Microsoft Excel, Economics, Insurance, Marketing, SAS, Valuation, Product Management, Executive Management, Business Development, Management

Education
George Mason University   2010 — 2013
Bachelor of Science (B.S.), Economics, 3.87

Ron Balchandani Ron Balchandani Los Angeles, California Details
Ron Balchandani's Signature Estate & Investment Advisors, LLC Experience May 2014 - January 2015
Job Vice President at Digvy Capital
Industry Investment Banking
Experience
Digvy Capital   2015 - Present
Signature Estate & Investment Advisors, LLC   May 2014 - January 2015
Johnson Capital  June 2012 - August 2013
GK Tax & Accounting Services   November 2010 - March 2012

Skills
Sales, Investments, Valuation, Public Speaking, Financial Analysis, Underwriting, Research, Fundraising, Entrepreneurship, Real Estate, Budgets, Microsoft Office, Financial Modeling, Corporate Law, Accounting

Education
Calabasas High School

Syracuse University

University of California, Los Angeles
Business/Managerial Economics

Charlene Lambert Charlene Lambert Portland, Oregon Area Details
Charlene Lambert's Signature Estate & Investment Advisors, LLC Experience 2003 - 2004
Job
Industry Health, Wellness and Fitness
Experience
CA Botana International   June 2004 - Present
Signature Estate & Investment Advisors, LLC   2003 - 2004
Kintana, Inc.   2000 - 2002
Oracle  1998 - 2000
Oracle  1997 - 1998

Skills
Sales, Account Management, Business Alliances, Business Analysis, Fortune 500 Account..., Quota Achievement, Business Process..., Global Alliances, Project Management, Customer Support, Enterprise Software, Collaborative Problem..., Customer Satisfaction, Product Lifecycle...

Education
Loyola Marymount University   1991 — 1995
Bachelor of Business Administration (BBA)

St. Louis University, Madrid, Spain
Study Aboard Program