Sorrento Pacific Financial, LLC
Industry: Company
DescriptionFounded: 1996 Parent organizations: Atria Wealth Solutions, Inc., Metavante Technologies Inc Subsidiary: Sorrento Pacific Financial, Llc, Asset Management Arm
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Sorrento Pacific Financial, LLC Employees
AUL Corp. December 2013 - Present
Sorrento Pacific Financial, LLC January 2011 - December 2013
Virtual Geek September 2007 - October 2012
LPL Financial September 2008 - January 2011
America's Mortgage Source, Inc June 2004 - July 2008
Skills
Bilingual-Spanish, Computer Repair, Internet Research, Customer Service, Microsoft Office, Banking, Investments, Insurance, Mac OS X, Microsoft Operating..., iPad, iPhone, Android, WiFi, Life Insurance, Loans, Mortgage Lending, Management, Sales, Customer Satisfaction, Team Building, Sales Operations, Negotiation, Account Management, New Business Development, Sales Management, Customer Retention
Education
Penn Foster College 2012 — 2015
Associate of Science (A.S.), Computer and Information Sciences, General
Santa Rosa Junior College 2001 — 2002
Raymond James November 2012 - Present
Bank of Colorado November 2012 - Present
Sorrento Pacific Financial, LLC February 2011 - October 2012
Edward Jones March 2010 - December 2010
Wells Fargo Bank July 2008 - March 2010
Skills
Retirement Planning, Mutual Funds, Insurance, Strategic Financial..., Fixed Annuities, Alternative Investments, Wealth, Retirement, Securities, Wealth Management
Education
University of Nebraska at Omaha 2004 — 2009
Banking and Finance
Battle Creek High School
Sorrento Pacific Financial, LLC March 2014 - Present
SAFE Credit Union January 2013 - March 2014
SAFE Credit Union September 2008 - January 2013
Skills
Banking, Credit, Loans, Finance, Financial Analysis, Customer Service
Education
CSU Sacramento 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
CUSO Financial Services, LP April 2002 - Present
Sorrento Pacific Financial, LLC April 2002 - Present
BISA, Bank Insurance & Securities Association 2008 - Present
LCCPW 2004 - 2011
Sentra/Spelman Securities 1991 - 2000
Sentra Securities Corporation 1991 - 2000
Skills
Series 7, Series 63, Retirement, Retirement Planning, Alternative Investments, Financial Advisory, Strategic Financial..., Mutual Funds, Financial Services, Management, Wealth Management, Investments, Program Development, Financial Planning, Fixed Annuities, Investment Advisory, Banking, Insurance, Securities, Risk Management, Series 6, 401k, FINRA, Fixed Income, Portfolio Management, Loans, Financial Analysis, Asset Allocation, Equities, Series 65, Mortgage Lending, Financial Planners, Financial Modeling, Life Insurance, Credit, Finance
Education
Penn State University 1977 — 1981
BS, Agriculture
Shippensburg high school
Shippensburg high school
Sorrento Pacific Financial, LLC August 2015 - Present
Santander Investments August 2013 - Present
Merrill Lynch November 2011 - Present
David Lerner Associates, inc. July 2008 - November 2011
Skills
Financial Planning, Analysis, Planning, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Finance, Insurance, Investment Advisory, Life Insurance, Mutual Funds, Portfolio Management, Securities, Strategic Financial..., Wealth Management
Education
DeVry University 1988 — 1991
BS, Computer Science
Allstate Financial Services, LLC July 2015 - Present
Sorrento Pacific Financial, LLC December 2014 - April 2015
Capital One February 2013 - October 2014
Dumas Investments and Insurance October 2010 - February 2013
Dumas Investments and Insurance October 2010 - February 2013
Retiement and Estate Planning October 2010 - February 2013
AFS,LLC January 2010 - February 2013
JPMorgan Chase January 2006 - June 2010
JPMorgan Chase 2008 - 2008
2003-2006CUNA Group July 2003 - October 2006
Skills
Investments, Financial Planning, Retirement, Retirement Planning, Annuities, Insurance, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investment Advisory, Fixed Annuities, Strategic Financial..., IRAs, Mutual Funds, Series 63, Finance, Portfolio Management, Securities, Alternative Investments, Financial Advisory, Asset Management, Pensions, Equities, Life Insurance, Financial Services
Education
College of Financial Planning 1993 — 1993
CFP, Financial Planning and Services
College of Financial Planning 1992 — 1993
CFP
American College Bryn
ChFC
American College Bryn
ChFC, Financial Planning and Services
American Studies
§ American Studies
Chaminade High School 1969 — 1973
HS Diploma
Hofstra University
Hofstra University
Hofstra University
Sorrento Pacific Financial, LLC July 2015 - Present
CUSO Financial Services, LP July 2015 - Present
Self Employed January 2003 - Present
CUSO Financial Services, LP January 2014 - June 2015
Sorrento Pacific Financial, LLC January 2014 - June 2015
CUSO Financial Services, LP February 2005 - January 2014
Sorrento Pacific Financial, LLC February 2005 - January 2014
LPL Financial December 1999 - February 2005
Skills
Series 7, Series 24, Series 4, Series 65, Series 53, Series 99
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor's degree, Social Work
CUSO Financial Services, LP September 2011 - Present
Sorrento Pacific Financial, LLC September 2011 - Present
Education
North Carolina State University 1999 — 2002
Virginia Episcopal School 1997 — 1999
OceanFirst Bank March 2014 - Present
Sorrento Pacific Financial, LLC March 2014 - Present
Perfect Score Testing and Consulting, LLC August 2008 - Present
Manasquan Savings Bank January 2013 - March 2014
Merrill Lynch October 2011 - January 2013
Monmouth University 2006 - 2009
Skills
Financial Analysis, Portfolio Management, Investments, Finance, Microsoft Office, Banking, Credit, Loans, Commercial Lending, Customer Service
Education
University of Medicine and Dentistry of New Jersey 2010 — 2011
Medicine, Medicine
Monmouth University 2006 — 2009
BS, Biology
Christian Brothers Academy 2000 — 2004
CUSO Financial Services, LP October 1996 - Present
Sorrento Pacific Financial, LLC March 2003 - Present
Keystone Capital Corporation May 1999 - October 2001
Self-employed February 1989 - January 2001
Education
University of San Diego School of Law
Juris Doctorate (J.D.)
University of Southern California
Bachelor of Arts (B.A.), International Relations