Sorrento Pacific Financial, LLC

Industry: Company

Description

Founded: 1996 Parent organizations: Atria Wealth Solutions, Inc., Metavante Technologies Inc Subsidiary: Sorrento Pacific Financial, Llc, Asset Management Arm

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

Sorrento Pacific Financial, LLC Salaries. You can even request information on how much does Sorrento Pacific Financial, LLC pay if you want to. Learn about salaries, pros and cons of working for Sorrento Pacific Financial, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

12 Sorrento Pacific Financial, LLC employees in database. Find out everything there's to know about Sorrento Pacific Financial, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Sorrento Pacific Financial, LLC Employees

Employee
Years
Job
Industry
Alfonso Bautista Alfonso Bautista San Francisco Bay Area Details
Alfonso Bautista's Sorrento Pacific Financial, LLC Experience January 2011 - December 2013
Job Sales Support Manager at AUL Corp.
Industry Insurance
Experience
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

Daniel Mozer Daniel Mozer Colorado Springs, Colorado Area Details
Daniel Mozer's Sorrento Pacific Financial, LLC Experience February 2011 - October 2012
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
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

Ebruvwiyo Pela Ebruvwiyo Pela Sacramento, California Details
Ebruvwiyo Pela's Sorrento Pacific Financial, LLC Experience March 2014 - Present
Job Financial Consultant at Sorrento Pacific Financial, LLC
Industry Financial Services
Experience
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

Kevin Mummau Kevin Mummau Greater San Diego Area Details
Kevin Mummau's Sorrento Pacific Financial, LLC Experience April 2002 - Present
Job EVP Program Development at Cuso Financial Services
Industry Financial Services
Experience
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

Ernie Hodge Ernie Hodge Greater New York City Area Details
Ernie Hodge's Sorrento Pacific Financial, LLC Experience August 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Jerry Dumas Jerry Dumas Greater New York City Area Details
Jerry Dumas's Sorrento Pacific Financial, LLC Experience December 2014 - April 2015
Job Financial Specialist at Allstate Financial Services, LLC
Industry Investment Management
Experience
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

Monica Daggs Monica Daggs Greater San Diego Area Details
Monica Daggs's Sorrento Pacific Financial, LLC Experience July 2015 - Present
Job Senior Vice President, Trading and Implementations at Sorrento Pacific Financial, LLC
Industry Financial Services
Experience
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

Carl Nagel Carl Nagel San Diego, California Details
Carl Nagel's Sorrento Pacific Financial, LLC Experience September 2011 - Present
Job
Industry Financial Services
Experience
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

Michael Savarese Michael Savarese Oceanport, New Jersey Details
Michael Savarese's Sorrento Pacific Financial, LLC Experience March 2014 - Present
Job Portfolio Manager, AVP OceanFirst Bank
Industry Banking
Experience
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

Valorie Seyfert Valorie Seyfert Greater San Diego Area Details
Valorie Seyfert's Sorrento Pacific Financial, LLC Experience March 2003 - Present
Job President/CEO and CoFounder at CUSO Financial Services
Industry Financial Services
Experience
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

Similar Companies