Society For Financial Awareness
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Society For Financial Awareness Employees
Employee
Years
Job
Industry
Nyambe Muyunda Nyambe Muyunda's Society For Financial Awareness Experience November 2012 - March 2013
Job Economics Intern at Bank of Zambia
Industry Higher Education
Experience
Bank of Zambia June 2015 - September 2015
Society for Financial Awareness November 2012 - March 2013
University of Denver August 2011 - 2013
Skills
Student Development, Spanish, Community Outreach, PowerPoint, Research, Public Speaking, Event Planning, Customer Service, Student Affairs, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Leadership, Social Networking
Education
University of Denver 2015 — 2016
Master of Arts (MA), Global Finance, Trade and Economic Integration
University of Denver 2010 — 2014
Bachelor of Science Business Administration, Finance, Economics and Accounting
Chengelo School 2006 — 2009
Bank of Zambia June 2015 - September 2015
Society for Financial Awareness November 2012 - March 2013
University of Denver August 2011 - 2013
Skills
Student Development, Spanish, Community Outreach, PowerPoint, Research, Public Speaking, Event Planning, Customer Service, Student Affairs, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Leadership, Social Networking
Education
University of Denver 2015 — 2016
Master of Arts (MA), Global Finance, Trade and Economic Integration
University of Denver 2010 — 2014
Bachelor of Science Business Administration, Finance, Economics and Accounting
Chengelo School 2006 — 2009
Phoebe Shieh Phoebe Shieh's Society For Financial Awareness Experience March 2011 - June 2011
Job Analyst at Oaktree Capital Management
Industry Management Consulting
Experience
Oaktree Capital Management February 2013 - Present
Arthur J. Gallagher & Co. June 2011 - February 2013
Society for Financial Awareness March 2011 - June 2011
UCSD Geisel Library January 2008 - January 2011
Camp Gilmore June 2007 - August 2010
Education
University of California, San Diego 2007 — 2011
Bachelor of Science, Mathematics
University of California, San Diego 2007 — 2011
Bachelor of Arts, United States History
Oaktree Capital Management February 2013 - Present
Arthur J. Gallagher & Co. June 2011 - February 2013
Society for Financial Awareness March 2011 - June 2011
UCSD Geisel Library January 2008 - January 2011
Camp Gilmore June 2007 - August 2010
Education
University of California, San Diego 2007 — 2011
Bachelor of Science, Mathematics
University of California, San Diego 2007 — 2011
Bachelor of Arts, United States History
Richard Rick Loek Richard Rick Loek's Society For Financial Awareness Experience March 2011 - April 2013
Job Creating Financial Security for Retirees and their Families
Industry Financial Services
Experience
Onesta Wealth Management, LLC December 2012 - Present
Calrima Financial & Insurance Agency December 2005 - Present
Make-A-Wish Foundation January 2007 - Present
Society for Financial Awareness March 2011 - April 2013
Landmark Education 2003 - April 2013
Willow Glen Lions June 2009 - June 2011
Santa Clara County Department of Mental Health September 2005 - June 2010
Open Country August 2006 - November 2006
Open Country July 2005 - August 2006
Group1Internet June 2003 - July 2005
Skills
LLC, Small Business, Insurance, Mentoring, Coaching, investment advisor..., financial planner, 401k Rollovers, 401k fee analyst, Traditional IRA, annuity analyst, Annuity Sales, Health Insurance, Term Life Insurance, whole life insurance, Long-term Care, Wealth Management..., 401k, ira rollover, speaker, Roth IRA, Roth IRA conversion, Public Speaking, Personal Development, Fixed Annuities, Retirement, Wealth Management, Investments, Financial Services, Retirement Planning, Personal Finance, Strategic Financial..., Estate Planning, Leadership, Training, Leadership Development, Nonprofits, IRAs, Retirement Plan..., Business Development, Executive Coaching, Entrepreneurship, Strategic Planning, Business Planning, Financial Advisory, Marketing, Employee Benefits, Finance, Life Insurance, Networking
Education
West Valley College 1981 — 1988
Computers, programming, engineering
Leigh High 1977 — 1981
San Jose State University
Philosophy
Onesta Wealth Management, LLC December 2012 - Present
Calrima Financial & Insurance Agency December 2005 - Present
Make-A-Wish Foundation January 2007 - Present
Society for Financial Awareness March 2011 - April 2013
Landmark Education 2003 - April 2013
Willow Glen Lions June 2009 - June 2011
Santa Clara County Department of Mental Health September 2005 - June 2010
Open Country August 2006 - November 2006
Open Country July 2005 - August 2006
Group1Internet June 2003 - July 2005
Skills
LLC, Small Business, Insurance, Mentoring, Coaching, investment advisor..., financial planner, 401k Rollovers, 401k fee analyst, Traditional IRA, annuity analyst, Annuity Sales, Health Insurance, Term Life Insurance, whole life insurance, Long-term Care, Wealth Management..., 401k, ira rollover, speaker, Roth IRA, Roth IRA conversion, Public Speaking, Personal Development, Fixed Annuities, Retirement, Wealth Management, Investments, Financial Services, Retirement Planning, Personal Finance, Strategic Financial..., Estate Planning, Leadership, Training, Leadership Development, Nonprofits, IRAs, Retirement Plan..., Business Development, Executive Coaching, Entrepreneurship, Strategic Planning, Business Planning, Financial Advisory, Marketing, Employee Benefits, Finance, Life Insurance, Networking
Education
West Valley College 1981 — 1988
Computers, programming, engineering
Leigh High 1977 — 1981
San Jose State University
Philosophy
Austin Montelongo Austin Montelongo's Society For Financial Awareness Experience February 2011 - August 2011
Job Logistics Coordinator (CSR) at Samsung Electronics America
Industry Education Management
Experience
Samsung Electronics America March 2013 - Present
Francis Parker School February 2013 - March 2013
WorldTrans Services, Inc. February 2012 - January 2013
WorldTrans Services, Inc. December 2011 - February 2012
Society for Financial Awareness February 2011 - August 2011
Skills
Microsoft Office, Inventory Management, Mathematics, Customer Service, Problem Solving, Problem Analysis, Reporting & Analysis, Timely, Process Efficiencies, Fast Learner, Software Training, Business Meetings, Phone Etiquette, Computer Literate, Account Management, Product Management, Supervisory Experience, Hands-on Training, Microsoft Excel, Team Building, Strategic Planning
Education
University of California, San Diego 2006 — 2010
Management Science, Economics
Samsung Electronics America March 2013 - Present
Francis Parker School February 2013 - March 2013
WorldTrans Services, Inc. February 2012 - January 2013
WorldTrans Services, Inc. December 2011 - February 2012
Society for Financial Awareness February 2011 - August 2011
Skills
Microsoft Office, Inventory Management, Mathematics, Customer Service, Problem Solving, Problem Analysis, Reporting & Analysis, Timely, Process Efficiencies, Fast Learner, Software Training, Business Meetings, Phone Etiquette, Computer Literate, Account Management, Product Management, Supervisory Experience, Hands-on Training, Microsoft Excel, Team Building, Strategic Planning
Education
University of California, San Diego 2006 — 2010
Management Science, Economics
Patrick Chan Patrick Chan's Society For Financial Awareness Experience February 2011 - January 2012
Job User Experience Designer
Industry Design
Experience
Monkey Republic Design October 2014 - Present
eBay Enterprise January 2012 - May 2014
Society for Financial Awareness February 2011 - January 2012
Salk Institute for Biological Studies August 2008 - June 2010
Skills
User Experience, Interaction Design, Wireframes, Rapid Prototyping, User Research, Customer Journey Mapping, Information Architecture, Persona Creation, User Flows, Competitive Analysis, E-commerce, Stakeholder Engagement, Heuristic Evaluation, Photoshop, Photography, Web Design, Graphic Design, Leadership, Analytics
Education
General Assembly 2014 — 2014
User Experience Design Immersive
University of California, San Diego 2006 — 2010
Biochemistry/Cell Biology
Monkey Republic Design October 2014 - Present
eBay Enterprise January 2012 - May 2014
Society for Financial Awareness February 2011 - January 2012
Salk Institute for Biological Studies August 2008 - June 2010
Skills
User Experience, Interaction Design, Wireframes, Rapid Prototyping, User Research, Customer Journey Mapping, Information Architecture, Persona Creation, User Flows, Competitive Analysis, E-commerce, Stakeholder Engagement, Heuristic Evaluation, Photoshop, Photography, Web Design, Graphic Design, Leadership, Analytics
Education
General Assembly 2014 — 2014
User Experience Design Immersive
University of California, San Diego 2006 — 2010
Biochemistry/Cell Biology
Janet French Janet French's Society For Financial Awareness Experience June 2008 - January 2010
Job Real Estate Acquisitions
Industry Real Estate
Experience
Coachella Valley Real Estate Investor Association - CVREiA September 2011 - Present
Silvermoon Entities November 2009 - Present
Society for Financial Awareness June 2008 - January 2010
LF Digital Media January 2000 - July 2002
Skills
Investment Properties, Investments, Real Estate, Investors, Home, Selling, Negotiation, Sellers, Single Family Homes, Mortgage Lending, Loans, Finance, REO, Real Estate Transactions, Rentals, Foreclosures, Disposition, Short Sales, Property, Real Estate Economics, Marketing, Customer Service, Real Property, Portfolio Management, First Time Home Buyers, Residential Homes, Brokerage, Real Estate Development, Contract Negotiation, Real Estate Financing, Referrals, Sales
Education
California State University-Long Beach
Marketing
University of California, Los Angeles
Culinary
Coachella Valley Real Estate Investor Association - CVREiA September 2011 - Present
Silvermoon Entities November 2009 - Present
Society for Financial Awareness June 2008 - January 2010
LF Digital Media January 2000 - July 2002
Skills
Investment Properties, Investments, Real Estate, Investors, Home, Selling, Negotiation, Sellers, Single Family Homes, Mortgage Lending, Loans, Finance, REO, Real Estate Transactions, Rentals, Foreclosures, Disposition, Short Sales, Property, Real Estate Economics, Marketing, Customer Service, Real Property, Portfolio Management, First Time Home Buyers, Residential Homes, Brokerage, Real Estate Development, Contract Negotiation, Real Estate Financing, Referrals, Sales
Education
California State University-Long Beach
Marketing
University of California, Los Angeles
Culinary
Christopher Rosa Christopher Rosa's Society For Financial Awareness Experience August 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Capstone Financial Services, LLC August 2010 - Present
Society for Financial Awareness August 2010 - Present
C.B. & Potts: Resturant and Brewary April 2003 - Present
100 Octane Bar and Club February 2010 - March 2011
Skills
Leadership, Sales, Personal Finance, Recruiting, Non-profits
Education
Colorado State University 2006 — 2010
Economics and Business
Pomona High School 2002 — 2006
Capstone Financial Services, LLC August 2010 - Present
Society for Financial Awareness August 2010 - Present
C.B. & Potts: Resturant and Brewary April 2003 - Present
100 Octane Bar and Club February 2010 - March 2011
Skills
Leadership, Sales, Personal Finance, Recruiting, Non-profits
Education
Colorado State University 2006 — 2010
Economics and Business
Pomona High School 2002 — 2006
Lynn Fallon, ChFC®, CPIM Lynn Fallon, ChFC®, CPIM's Society For Financial Awareness Experience December 2011 - August 2014
Job Chartered Financial Consultant® ♦ 401K & Pension Rollover Specialist
Industry Financial Services
Experience
Society For Financial Awareness December 2011 - August 2014
WealthWise Insurance & Financial Solutions January 2008 - August 2014
David White & Associates July 2012 - November 2012
Sun Microsystems October 1997 - July 2008
Adobe Systems February 2005 - October 2007
Apple Inc. 1978 - 1994
Skills
Strategy, Investments, CRM, Insurance, Small Business, Management, Estate Planning, Retirement, Finance, Wealth, Change Management, Strategic Financial..., Life Insurance, Program Management, Retirement Planning, Selling, Fixed Annuities
Education
The American College of Financial Services 2010 — 2013
Chartered Financial Consultant (ChFC)
The Fielding Graduate University 1998 — 2000
Master of Arts (MA)
University of Phoenix 1994 — 1997
BSBA
Society For Financial Awareness December 2011 - August 2014
WealthWise Insurance & Financial Solutions January 2008 - August 2014
David White & Associates July 2012 - November 2012
Sun Microsystems October 1997 - July 2008
Adobe Systems February 2005 - October 2007
Apple Inc. 1978 - 1994
Skills
Strategy, Investments, CRM, Insurance, Small Business, Management, Estate Planning, Retirement, Finance, Wealth, Change Management, Strategic Financial..., Life Insurance, Program Management, Retirement Planning, Selling, Fixed Annuities
Education
The American College of Financial Services 2010 — 2013
Chartered Financial Consultant (ChFC)
The Fielding Graduate University 1998 — 2000
Master of Arts (MA)
University of Phoenix 1994 — 1997
BSBA
Craig Anderson ChFC Craig Anderson ChFC's Society For Financial Awareness Experience March 2012 - February 2015
Job Retirement Planner
Industry Financial Services
Experience
Harbinger Finacial Group, Inc. August 2001 - Present
Society for Financial Awareness March 2012 - February 2015
Kingdom Estates May 2006 - March 2010
Great Lakes Eye Care September 1993 - August 2000
Berrien Center Bible Church August 1983 - September 1993
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Investments, Public Speaking, Life Insurance, Wealth Management, Long-term Care, Estate Planning
Education
The American College 2002 — 2009
ChFC, Finance
Moody Bible Institute 1980 — 1983
Diploma, Christian Education
Caro High School 1976 — 1980
Diploma
Harbinger Finacial Group, Inc. August 2001 - Present
Society for Financial Awareness March 2012 - February 2015
Kingdom Estates May 2006 - March 2010
Great Lakes Eye Care September 1993 - August 2000
Berrien Center Bible Church August 1983 - September 1993
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Investments, Public Speaking, Life Insurance, Wealth Management, Long-term Care, Estate Planning
Education
The American College 2002 — 2009
ChFC, Finance
Moody Bible Institute 1980 — 1983
Diploma, Christian Education
Caro High School 1976 — 1980
Diploma
Corrina Levine's Society For Financial Awareness Experience June 2013 - August 2013
Job Therapeutic Behavioral Coach
Industry Mental Health Care
Experience
New Alternatives For Children September 2015 - Present
Restaurant Industry January 2013 - Present
Society for Financial Awareness June 2013 - August 2013
San Diego Community College District August 2010 - July 2013
Tamalpais Community Services District August 2006 - August 2010
Skills
Psychology, Community Outreach, Interpersonal Skills, Community Service, Public Relations, Customer Service, Nonprofits, Conflict Resolution, Group Dynamics, Teamwork, Leadership, Training, Coaching, Leadership Development, Event Management, Event Planning, Time Management, Always Punctual, Social Media Marketing, Social Networking, Marketing, Communication, Recruiting, Phone Etiquette, Public Speaking, Sales, Fundraising, Solid computer skills, Research, Data Entry, Data Analysis, PowerPoint, Microsoft Word, Type 100+ WPM, SPSS, Appointment Scheduling, Cold Calling
Education
San Diego State University-California State University 2013 — 2015
Bachelor's Degree, Psychology
San Diego Mesa College 2010 — 2013
Associate of Arts (AA), Psychology
Tamalpais High School - Mill Valley, CA 2006 — 2010
Diploma, General Studies
New Alternatives For Children September 2015 - Present
Restaurant Industry January 2013 - Present
Society for Financial Awareness June 2013 - August 2013
San Diego Community College District August 2010 - July 2013
Tamalpais Community Services District August 2006 - August 2010
Skills
Psychology, Community Outreach, Interpersonal Skills, Community Service, Public Relations, Customer Service, Nonprofits, Conflict Resolution, Group Dynamics, Teamwork, Leadership, Training, Coaching, Leadership Development, Event Management, Event Planning, Time Management, Always Punctual, Social Media Marketing, Social Networking, Marketing, Communication, Recruiting, Phone Etiquette, Public Speaking, Sales, Fundraising, Solid computer skills, Research, Data Entry, Data Analysis, PowerPoint, Microsoft Word, Type 100+ WPM, SPSS, Appointment Scheduling, Cold Calling
Education
San Diego State University-California State University 2013 — 2015
Bachelor's Degree, Psychology
San Diego Mesa College 2010 — 2013
Associate of Arts (AA), Psychology
Tamalpais High School - Mill Valley, CA 2006 — 2010
Diploma, General Studies
Stephen Cagnassola Stephen Cagnassola's Society For Financial Awareness Experience March 2014 - Present
Job Income for life & Recovery of Principal
Industry Financial Services
Experience
Safe Money Umpire November 2011 - Present
Society for Financial Awareness March 2014 - Present
Secure Financial Services March 1995 - Present
Asset & Retirement Protection Associates 2005 - 2008
National Legacy Group January 1995 - December 1995
Skills
Life Insurance Audit &..., Fixed Annuities, Asset Protection, Estate Planning, Insurance, Retirement Planning, Long-term Care, Term Life Insurance, Retirement, Disability Insurance, Strategic Financial..., Health Insurance, Financial Planners, Small Business, Sales Management, Employee Benefits, Strategic Planning, Marketing Strategy, Accident, IRAs, Life Insurance, Financial Advisory, Pensions, Wealth, Medicare, Critical Illness, Brokers, Long Term Care Insurance, Wealth Management, Universal Life, Financial Services, Investments, Income Protection, 401k, Roth IRA, Wealth Accumulation, Trusts, Finance, Financial Planning
Education
East Stroudsburg University of Pennsylvania 1988 — 1990
Bachelor of Science, Hospitality Management
County College of Morris 1986 — 1988
Associates Degree, Hotel Management
Safe Money Umpire November 2011 - Present
Society for Financial Awareness March 2014 - Present
Secure Financial Services March 1995 - Present
Asset & Retirement Protection Associates 2005 - 2008
National Legacy Group January 1995 - December 1995
Skills
Life Insurance Audit &..., Fixed Annuities, Asset Protection, Estate Planning, Insurance, Retirement Planning, Long-term Care, Term Life Insurance, Retirement, Disability Insurance, Strategic Financial..., Health Insurance, Financial Planners, Small Business, Sales Management, Employee Benefits, Strategic Planning, Marketing Strategy, Accident, IRAs, Life Insurance, Financial Advisory, Pensions, Wealth, Medicare, Critical Illness, Brokers, Long Term Care Insurance, Wealth Management, Universal Life, Financial Services, Investments, Income Protection, 401k, Roth IRA, Wealth Accumulation, Trusts, Finance, Financial Planning
Education
East Stroudsburg University of Pennsylvania 1988 — 1990
Bachelor of Science, Hospitality Management
County College of Morris 1986 — 1988
Associates Degree, Hotel Management
Lee Martinson Lee Martinson's Society For Financial Awareness Experience January 2011 - September 2012
Job Owner PGA Financial IRA Headquarters
Industry Financial Services
Experience
PGA Financial November 1995 - Present
PGA Financial October 1995 - Present
Society for Financial Awareness January 2011 - September 2012
Skills
Retirement, Selling, Public Speaking, Fixed Annuities, Tax, Investments, Nonprofits, Retirement Planning, Strategic Financial..., Small Business, Estate Planning, Budgets
Education
Autodidact University
Skyline College
PGA Financial November 1995 - Present
PGA Financial October 1995 - Present
Society for Financial Awareness January 2011 - September 2012
Skills
Retirement, Selling, Public Speaking, Fixed Annuities, Tax, Investments, Nonprofits, Retirement Planning, Strategic Financial..., Small Business, Estate Planning, Budgets
Education
Autodidact University
Skyline College
Keith Springer's Society For Financial Awareness Experience 2007 - Present
Job President and Founder at Springer Financial Advisors
Industry Financial Services
Experience
KTXL FOX40 News October 2012 - Present
Clear Channel Radio September 2011 - Present
Society for Financial Awareness 2007 - Present
Springer Financial Advisors 1996 - Present
Merrill Lynch 1985 - 1990
Skills
Strategic Planning, Small Business, Public Speaking, Social Networking, Investments, Financial Advisory, Non-profits, Wealth Management, Online Marketing, Retirement, Estate Planning, Portfolio Management, Strategic Financial..., Business Development, Entrepreneurship, Mutual Funds, Financial Planners, Personal Finance, Funding, Insurance, Newsletters, Finance, Retirement Planning, Wealth, IRAs, Life Insurance, Nonprofits, Mortgage Lending, Start-ups, Investment Management, Investment Advisory, Financial Markets, Economics, Risk Management, New Business Development, Social Media, Asset Management, Business Planning, Financial Analysis, 401k, Fixed Annuities, Training, Securities, Investment Strategies, Series 7, Financial Services, Asset Allocation, Disability Insurance, Long-term Care, Business
Education
King's College London 1985 — 1985
Clark University 1981 — 1985
KTXL FOX40 News October 2012 - Present
Clear Channel Radio September 2011 - Present
Society for Financial Awareness 2007 - Present
Springer Financial Advisors 1996 - Present
Merrill Lynch 1985 - 1990
Skills
Strategic Planning, Small Business, Public Speaking, Social Networking, Investments, Financial Advisory, Non-profits, Wealth Management, Online Marketing, Retirement, Estate Planning, Portfolio Management, Strategic Financial..., Business Development, Entrepreneurship, Mutual Funds, Financial Planners, Personal Finance, Funding, Insurance, Newsletters, Finance, Retirement Planning, Wealth, IRAs, Life Insurance, Nonprofits, Mortgage Lending, Start-ups, Investment Management, Investment Advisory, Financial Markets, Economics, Risk Management, New Business Development, Social Media, Asset Management, Business Planning, Financial Analysis, 401k, Fixed Annuities, Training, Securities, Investment Strategies, Series 7, Financial Services, Asset Allocation, Disability Insurance, Long-term Care, Business
Education
King's College London 1985 — 1985
Clark University 1981 — 1985
Kristin Michel Rodriguez's Society For Financial Awareness Experience February 2014 - February 2015
Job Financial Advisor
Industry Financial Services
Experience
Symphony Financial October 2014 - Present
Andes Financial Group, Inc November 2012 - Present
See Below for some archived blogs January 2014 - Present
National Endowment for Financial Education February 2015 - Present
Society for Financial Awareness February 2014 - February 2015
Platinum Financial June 2012 - September 2014
The Andes Group, LLC July 2005 - November 2012
T. Rowe Price 1999 - 2005
First USA August 1997 - August 1999
Skills
401k, Women's Financial..., Divorce Financial..., Social Security, Retirement Planning, Financial Management, Estate Planning, Small Business Planning, Financial Advisory, Retirement, Personal Finance
Education
University of Delaware 1995 — 1997
Master of Science (M.S.), Agricultural Economics
Hope College 1987 — 1991
Bachelor of Arts, Political Science and Philosophy
Symphony Financial October 2014 - Present
Andes Financial Group, Inc November 2012 - Present
See Below for some archived blogs January 2014 - Present
National Endowment for Financial Education February 2015 - Present
Society for Financial Awareness February 2014 - February 2015
Platinum Financial June 2012 - September 2014
The Andes Group, LLC July 2005 - November 2012
T. Rowe Price 1999 - 2005
First USA August 1997 - August 1999
Skills
401k, Women's Financial..., Divorce Financial..., Social Security, Retirement Planning, Financial Management, Estate Planning, Small Business Planning, Financial Advisory, Retirement, Personal Finance
Education
University of Delaware 1995 — 1997
Master of Science (M.S.), Agricultural Economics
Hope College 1987 — 1991
Bachelor of Arts, Political Science and Philosophy
Craig Larson's Society For Financial Awareness Experience October 2005 - May 2010
Job Independent Financial Advisor Putting Your Interests First | Boutique Firm with Personalized Service
Industry Financial Services
Experience
Larson Financial Advisors October 1996 - Present
Foundation for Consumer Free Choice June 2010 - March 2013
Society for Financial Awareness October 2005 - May 2010
Mass Mutual June 1989 - September 1996
Life Underwriter Training Council Fellow September 1993 - May 1994
Skills
Retirement Planning
Education
St. Olaf College 1985 — 1989
BA, Economics
Austin High School 1985 — 1985
High School
Larson Financial Advisors October 1996 - Present
Foundation for Consumer Free Choice June 2010 - March 2013
Society for Financial Awareness October 2005 - May 2010
Mass Mutual June 1989 - September 1996
Life Underwriter Training Council Fellow September 1993 - May 1994
Skills
Retirement Planning
Education
St. Olaf College 1985 — 1989
BA, Economics
Austin High School 1985 — 1985
High School
Sam Fry's Society For Financial Awareness Experience November 2007 - May 2012
Job Sr. Salesforce Engineer at RelationEdge
Industry Marketing and Advertising
Experience
RelationEdge February 2015 - Present
iMatrix October 2013 - January 2015
Computer Market Research August 2012 - July 2013
Society for Financial Awareness November 2007 - May 2012
Skills
Salesforce.com..., Certified..., Microsoft Office, Public Speaking, Event Planning, Fundraising, Social Media, Strategic Planning, Microsoft Excel, Research, Public Relations, PowerPoint, Customer Service, Non-profits, Enterprise Content..., Nonprofits, Business Development, Analysis, Salesforce.com, Enterprise Software, Marketing, Cloud Computing, Management, Email Marketing, Leadership, Customer Satisfaction, Sales Management, Consulting, CRM, Marketing Strategy, Training, Sales, Strategic Partnerships, Social Media Marketing, Account Management, Product Marketing, Managed Services, Online Marketing, Lead Generation, Entrepreneurship, New Business Development, Demand Generation, Selling, Direct Sales, Business Planning, Sales Process, SaaS, Project Management, Salesforce.com..., Go-to-market Strategy
Education
San Diego State University-California State University 1999 — 2005
RelationEdge February 2015 - Present
iMatrix October 2013 - January 2015
Computer Market Research August 2012 - July 2013
Society for Financial Awareness November 2007 - May 2012
Skills
Salesforce.com..., Certified..., Microsoft Office, Public Speaking, Event Planning, Fundraising, Social Media, Strategic Planning, Microsoft Excel, Research, Public Relations, PowerPoint, Customer Service, Non-profits, Enterprise Content..., Nonprofits, Business Development, Analysis, Salesforce.com, Enterprise Software, Marketing, Cloud Computing, Management, Email Marketing, Leadership, Customer Satisfaction, Sales Management, Consulting, CRM, Marketing Strategy, Training, Sales, Strategic Partnerships, Social Media Marketing, Account Management, Product Marketing, Managed Services, Online Marketing, Lead Generation, Entrepreneurship, New Business Development, Demand Generation, Selling, Direct Sales, Business Planning, Sales Process, SaaS, Project Management, Salesforce.com..., Go-to-market Strategy
Education
San Diego State University-California State University 1999 — 2005
Marcia Manchester's Society For Financial Awareness Experience May 2011 - Present
Job Co Author of The Joy of Skinny: Finances
Industry Financial Services
Experience
Skinny Living Project June 2014 - Present
Society For Financial Awareness May 2011 - Present
Van Clef Financial Group January 2011 - Present
Signature Financial Group 2001 - 2010
Skills
Coaching, Investments, Finance, Nonprofits, Wealth, Wealth Management, Retirement, Public Speaking, Life Insurance, Long-term Care, Fixed Annuities, Strategic Planning, Marketing, Small Business, Insurance, Retirement Planning, Entrepreneurship, Estate Planning, Asset Management, Financial Advisory, Non-profits, Disability Insurance, Term Life Insurance, Strategic Financial...
Education
Holliston High School 1964 — 1968
HS Dipolma
Northeastern University
BS, Health
Skinny Living Project June 2014 - Present
Society For Financial Awareness May 2011 - Present
Van Clef Financial Group January 2011 - Present
Signature Financial Group 2001 - 2010
Skills
Coaching, Investments, Finance, Nonprofits, Wealth, Wealth Management, Retirement, Public Speaking, Life Insurance, Long-term Care, Fixed Annuities, Strategic Planning, Marketing, Small Business, Insurance, Retirement Planning, Entrepreneurship, Estate Planning, Asset Management, Financial Advisory, Non-profits, Disability Insurance, Term Life Insurance, Strategic Financial...
Education
Holliston High School 1964 — 1968
HS Dipolma
Northeastern University
BS, Health
Chris Willoughby's Society For Financial Awareness Experience 2008 - 2009
Job Internal Sales Coordinator at The Legend Group
Industry Financial Services
Experience
The Legend Group March 2011 - Present
Legend Equities January 2010 - Present
Society For Financial Awareness 2008 - 2009
Education
Kenyon College
B.A., History, Legal Studies, Public Policy, Humanities
The Legend Group March 2011 - Present
Legend Equities January 2010 - Present
Society For Financial Awareness 2008 - 2009
Education
Kenyon College
B.A., History, Legal Studies, Public Policy, Humanities
Christopher M. Torchiana, JD, CFP(r), ChFC's Society For Financial Awareness Experience July 2011 - July 2013
Job Certified Financial Planner(tm) | Tax Advisory | Registered Investment Advisor | Wealth Manager
Industry Financial Services
Experience
Continuum Financial Partners 2005 - Present
Main Street Tax Advisory of Northern California, LLC July 2011 - Present
Society for Financial Awareness July 2011 - July 2013
AICPA PFP 2011 - 2013
Lincoln Financial Group 1997 - 2005
ConAgra Foods 1992 - 1997
Kappa Sigma Fraternity June 1984 - May 1985
United States Marine Corps February 1982 - September 1984
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Estate Planning, Risk Management, Small Business, Marketing, Registered Investment..., Personal Financial..., Tax Advisory, Tax Preparation, Portfolio Optimization, Series 7, Series 24, Finance, Insurance, Employee Benefits, Retirement Income..., Charitable Planning, Planning for..., Stock Diversification..., Planning with Employer..., Risk Managment, Alternative Investment..., Series 31, Series 66, Trust and Estate..., FINRA, Plannning, Financial Planning, Management, Customer Service, Leadership, Investments
Education
Massachusetts School of Law 1992 — 1995
J.D., Law
Harvard University 1990 — 1991
M.B.A. Coursework, Graduate Marketing
Golden Gate University, School of Law 1989 — 1990
Juris Doctor, Law
University of California, Irvine 1981 — 1985
B.A., Economics
San Ramon High 1978 — 1981
College Preparatory
Continuum Financial Partners 2005 - Present
Main Street Tax Advisory of Northern California, LLC July 2011 - Present
Society for Financial Awareness July 2011 - July 2013
AICPA PFP 2011 - 2013
Lincoln Financial Group 1997 - 2005
ConAgra Foods 1992 - 1997
Kappa Sigma Fraternity June 1984 - May 1985
United States Marine Corps February 1982 - September 1984
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Estate Planning, Risk Management, Small Business, Marketing, Registered Investment..., Personal Financial..., Tax Advisory, Tax Preparation, Portfolio Optimization, Series 7, Series 24, Finance, Insurance, Employee Benefits, Retirement Income..., Charitable Planning, Planning for..., Stock Diversification..., Planning with Employer..., Risk Managment, Alternative Investment..., Series 31, Series 66, Trust and Estate..., FINRA, Plannning, Financial Planning, Management, Customer Service, Leadership, Investments
Education
Massachusetts School of Law 1992 — 1995
J.D., Law
Harvard University 1990 — 1991
M.B.A. Coursework, Graduate Marketing
Golden Gate University, School of Law 1989 — 1990
Juris Doctor, Law
University of California, Irvine 1981 — 1985
B.A., Economics
San Ramon High 1978 — 1981
College Preparatory