Spectrum Wealth Partners
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Spectrum Wealth Partners Employees
Employee
Years
Job
Industry
Amy Bellesbach Amy Bellesbach's Spectrum Wealth Partners Experience November 2010 - November 2013
Job Senior Registered Client Associate for Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Spectrum Wealth Partners November 2010 - November 2013
Sagemark Consulting February 2007 - October 2010
Skills
Client Services, Life Insurance, Investment Advisory, Mutual Funds, Business Relationship..., Wealth Management..., Personal Financial...
Education
Sonoma State University 2003 — 2006
Bachelor of the Arts, Communications
Merrill Lynch November 2013 - Present
Spectrum Wealth Partners November 2010 - November 2013
Sagemark Consulting February 2007 - October 2010
Skills
Client Services, Life Insurance, Investment Advisory, Mutual Funds, Business Relationship..., Wealth Management..., Personal Financial...
Education
Sonoma State University 2003 — 2006
Bachelor of the Arts, Communications
Mike Lemas's Spectrum Wealth Partners Experience April 2015 - Present
Job Financial Planner at Spectrum Wealth Partners
Industry Accounting
Experience
Spectrum Wealth Partners April 2015 - Present
Coffee Shop Tutors January 2013 - Present
Dublin Unified School District December 2007 - Present
Spectrum Wealth Partners August 2013 - April 2015
Wells Fargo June 2010 - December 2011
teammoshman.com 2011 - 2011
Skills
Accounting, Data Analysis, Microsoft Excel, PowerPoint, Analysis, Leadership, Teamwork, Microsoft Word, QuickBooks, Customer Service, Financial Analysis, Coaching, Public Speaking, Research, Financial Planning, Single Leg Takedown, Microsoft Office, Social Media, Investment Analysis, Mutual Funds, ETFs, Stocks, Bonds, Index Funds
Education
California State University-East Bay 2011 — 2013
Bachelor of Arts (BA), Economics
Las Positas College 2008 — 2010
Associate's degree, Accounting
Dublin High School 2001 — 2005
Spectrum Wealth Partners April 2015 - Present
Coffee Shop Tutors January 2013 - Present
Dublin Unified School District December 2007 - Present
Spectrum Wealth Partners August 2013 - April 2015
Wells Fargo June 2010 - December 2011
teammoshman.com 2011 - 2011
Skills
Accounting, Data Analysis, Microsoft Excel, PowerPoint, Analysis, Leadership, Teamwork, Microsoft Word, QuickBooks, Customer Service, Financial Analysis, Coaching, Public Speaking, Research, Financial Planning, Single Leg Takedown, Microsoft Office, Social Media, Investment Analysis, Mutual Funds, ETFs, Stocks, Bonds, Index Funds
Education
California State University-East Bay 2011 — 2013
Bachelor of Arts (BA), Economics
Las Positas College 2008 — 2010
Associate's degree, Accounting
Dublin High School 2001 — 2005
Peter Waldron's Spectrum Wealth Partners Experience October 2004 - Present
Job Partner at Spectrum Wealth Partners
Industry Financial Services
Experience
TRG Investment Committee September 2015 - Present
TRG Practice Management Committee January 2015 - Present
Spectrum Wealth Partners October 2004 - Present
Sagemark Private Wealth Services January 2010 - Present
Hale Wai Home Owners Association January 2007 - Present
Symmetry Partners October 2009 - January 2013
Colorado State University - Bay Area Network August 2011 - 2012
Mt. Diablo NAIFA - Young Advisors Team June 2008 - 2012
Alamo Business Development Group 2010 - 2011
Alamo Chamber of Commerce 2005 - 2011
Skills
Business Owner Planning, Strategic Financial..., Financial Modeling, Managerial Finance, Estate Tax Planning, Tax, Personal Tax Planning, Alternative Investments, Private Equity, Life Insurance, Investment Strategies, Investment Advisory, Employee Benefits, Disability Insurance, Long-term Care, Term Life Insurance, Universal Life, Variable Life, Variable Products, Executive Benefit..., Wealth Accumulation..., Key Person Insurance, 401k Rollovers, 529 Plans, College Savings Plans, Permanent Life Insurance, Fixed Annuities, Variable Annuities, Employee Stock Options, Restricted Stock, 409A, Non-Qualified Deferred..., Qualified Retirement..., Investment Properties, Hedge Funds, Market Neutral, Quantitative Investment..., Absolute Return, Total Return, Fixed Income Strategies, 1031 Exchanges, Stock Redemption, Cross Purchase, Gifts of Corporate Stock, Family Partnerships, Irrevocable Trusts, Gifting, Grantor Retained..., Self-Canceling..., Retirement Planning
Education
Colorado State University 2001 — 2004
Bachelar of Arts, Major in History and Minor in Economics
Sierra College 1999 — 2000
General
Monte Vista 1996 — 1999
TRG Investment Committee September 2015 - Present
TRG Practice Management Committee January 2015 - Present
Spectrum Wealth Partners October 2004 - Present
Sagemark Private Wealth Services January 2010 - Present
Hale Wai Home Owners Association January 2007 - Present
Symmetry Partners October 2009 - January 2013
Colorado State University - Bay Area Network August 2011 - 2012
Mt. Diablo NAIFA - Young Advisors Team June 2008 - 2012
Alamo Business Development Group 2010 - 2011
Alamo Chamber of Commerce 2005 - 2011
Skills
Business Owner Planning, Strategic Financial..., Financial Modeling, Managerial Finance, Estate Tax Planning, Tax, Personal Tax Planning, Alternative Investments, Private Equity, Life Insurance, Investment Strategies, Investment Advisory, Employee Benefits, Disability Insurance, Long-term Care, Term Life Insurance, Universal Life, Variable Life, Variable Products, Executive Benefit..., Wealth Accumulation..., Key Person Insurance, 401k Rollovers, 529 Plans, College Savings Plans, Permanent Life Insurance, Fixed Annuities, Variable Annuities, Employee Stock Options, Restricted Stock, 409A, Non-Qualified Deferred..., Qualified Retirement..., Investment Properties, Hedge Funds, Market Neutral, Quantitative Investment..., Absolute Return, Total Return, Fixed Income Strategies, 1031 Exchanges, Stock Redemption, Cross Purchase, Gifts of Corporate Stock, Family Partnerships, Irrevocable Trusts, Gifting, Grantor Retained..., Self-Canceling..., Retirement Planning
Education
Colorado State University 2001 — 2004
Bachelar of Arts, Major in History and Minor in Economics
Sierra College 1999 — 2000
General
Monte Vista 1996 — 1999
Brad Byrns Brad Byrns's Spectrum Wealth Partners Experience May 2014 - Present
Job Financial Planner at Spectrum Wealth Partners
Industry Financial Services
Experience
Spectrum Wealth Partners May 2014 - Present
New York Life Insurance Company April 2013 - April 2014
Skills
Retirement Planning, Investment Advisory, Finance, Fixed Annuities, Variable Annuities, Options, Saving for Education, Retirement, IRAs, Investments, Leadership, Financial Services, Life Insurance, Insurance
Education
San Diego State University-California State University 2007 — 2010
Economics
Monte Vista
Spectrum Wealth Partners May 2014 - Present
New York Life Insurance Company April 2013 - April 2014
Skills
Retirement Planning, Investment Advisory, Finance, Fixed Annuities, Variable Annuities, Options, Saving for Education, Retirement, IRAs, Investments, Leadership, Financial Services, Life Insurance, Insurance
Education
San Diego State University-California State University 2007 — 2010
Economics
Monte Vista
James Westermeyer James Westermeyer's Spectrum Wealth Partners Experience April 2012 - Present
Job Private Wealth Advisor Providing a Holistic, Customized Approach to Help Meet Your Personal Goals and Objectives
Industry Financial Services
Experience
Spectrum Wealth Partners April 2012 - Present
Sagemark Consulting 1997 - 2012
Merrill Lynch 1990 - 1997
Coopers & Lybrand (Now: PricewaterhouseCoopers) 1985 - 1989
Skills
Personal Financial..., Investments, Retirement, Financial Advisory, Portfolio Management, Succession Planning, Retirement Planning, Life Insurance, Finance, Insurance, Wealth, Securities, Personal Finance, Wealth Management, Investment Advisory, Asset Management, Financial Planning, Investment planning, Small Business, Asset Allocation, Mutual Funds, High Net Worth..., Alternative Investments, Investment Management, Trusts, Investment Strategies, Series 7, Financial Planners, 401k, Certified Financial..., Strategic Financial..., Estate Planning, Business succession, Asset Protection, Cash Management, Wealth Preservation..., Retirement Plan..., Client Centered, Long Term Care Insurance, Executive Benefit..., Solution Focused, Risk Management, Problem Solving, Retirement Savings, Consulting, Retirement Benefits
Education
Oklahoma State University 1980 — 1984
Bachelor of Science, Accounting & Finance
Sooner High School 1976 — 1980
Spectrum Wealth Partners April 2012 - Present
Sagemark Consulting 1997 - 2012
Merrill Lynch 1990 - 1997
Coopers & Lybrand (Now: PricewaterhouseCoopers) 1985 - 1989
Skills
Personal Financial..., Investments, Retirement, Financial Advisory, Portfolio Management, Succession Planning, Retirement Planning, Life Insurance, Finance, Insurance, Wealth, Securities, Personal Finance, Wealth Management, Investment Advisory, Asset Management, Financial Planning, Investment planning, Small Business, Asset Allocation, Mutual Funds, High Net Worth..., Alternative Investments, Investment Management, Trusts, Investment Strategies, Series 7, Financial Planners, 401k, Certified Financial..., Strategic Financial..., Estate Planning, Business succession, Asset Protection, Cash Management, Wealth Preservation..., Retirement Plan..., Client Centered, Long Term Care Insurance, Executive Benefit..., Solution Focused, Risk Management, Problem Solving, Retirement Savings, Consulting, Retirement Benefits
Education
Oklahoma State University 1980 — 1984
Bachelor of Science, Accounting & Finance
Sooner High School 1976 — 1980
Anthony Lugo Anthony Lugo's Spectrum Wealth Partners Experience July 2013 - September 2013
Job Paraplanner at Polaris Wealth Advisers, LLC
Industry Financial Services
Experience
Polaris Wealth Advisers, LLC January 2014 - Present
Spectrum Wealth Partners July 2013 - September 2013
Morgan Stanley Wealth Management March 2013 - April 2013
Infinity Financial Services May 2012 - December 2012
H&M September 2011 - December 2012
Skills
Finance, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Analysis, Team Leadership, Leadership
Education
San Diego State University-California State University 2011 — 2012
Bachelor of Science (BS), Financial Services
Las Positas College
Polaris Wealth Advisers, LLC January 2014 - Present
Spectrum Wealth Partners July 2013 - September 2013
Morgan Stanley Wealth Management March 2013 - April 2013
Infinity Financial Services May 2012 - December 2012
H&M September 2011 - December 2012
Skills
Finance, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Analysis, Team Leadership, Leadership
Education
San Diego State University-California State University 2011 — 2012
Bachelor of Science (BS), Financial Services
Las Positas College
Kirkmon Lai Kirkmon Lai's Spectrum Wealth Partners Experience September 2014 - December 2014
Job Student at Saint Mary's College of California
Industry Banking
Experience
Spectrum Wealth Partners September 2014 - December 2014
Asylum Access April 2014 - August 2014
Law Offices of Grundman and Deane November 2013 - March 2014
China Delight May 2008 - November 2013
Skills
Microsoft Excel, Customer Service, Teamwork, Microsoft Office, Public Speaking, Financial Analysis, Social Media, Foreign Exchange, Data Analysis, QuickBooks, PowerPoint, Microsoft Word, Research, English, Accounting, Economics, Analysis, Bookkeeping
Education
St. Mary's College of California 2011 — 2015
Bachelor of Science (BS), Economics
Spectrum Wealth Partners September 2014 - December 2014
Asylum Access April 2014 - August 2014
Law Offices of Grundman and Deane November 2013 - March 2014
China Delight May 2008 - November 2013
Skills
Microsoft Excel, Customer Service, Teamwork, Microsoft Office, Public Speaking, Financial Analysis, Social Media, Foreign Exchange, Data Analysis, QuickBooks, PowerPoint, Microsoft Word, Research, English, Accounting, Economics, Analysis, Bookkeeping
Education
St. Mary's College of California 2011 — 2015
Bachelor of Science (BS), Economics
Heather Onesto (Harth)'s Spectrum Wealth Partners Experience October 2014 - Present
Job Director of Client Relations
Industry Financial Services
Experience
Spectrum Wealth Partners October 2014 - Present
Spectrum Wealth Partners January 2014 - Present
Bank of Agriculture & Commerce/ECC Bank June 2007 - December 2013
Skills
Banking, Consumer Lending, Loans, Sales Management, Commercial Banking, Retail Banking, Customer Service, Business Development, Risk Management, Cross Selling, Relationship Management, Microsoft Office, Branch Banking, Cash Management, CRM, New Business Development, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Merchant Services, Lines Of Credit, Sales, Credit, Leadership, Operations Management, Call Centers, Deposits, Team Building, Strategic Planning, Core Banking, Financial Services, ACH, Training, Strengthening Client...
Education
California State University-East Bay 2007 — 2009
Bachelor of Arts (B.A.), Sociology
Spectrum Wealth Partners October 2014 - Present
Spectrum Wealth Partners January 2014 - Present
Bank of Agriculture & Commerce/ECC Bank June 2007 - December 2013
Skills
Banking, Consumer Lending, Loans, Sales Management, Commercial Banking, Retail Banking, Customer Service, Business Development, Risk Management, Cross Selling, Relationship Management, Microsoft Office, Branch Banking, Cash Management, CRM, New Business Development, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Merchant Services, Lines Of Credit, Sales, Credit, Leadership, Operations Management, Call Centers, Deposits, Team Building, Strategic Planning, Core Banking, Financial Services, ACH, Training, Strengthening Client...
Education
California State University-East Bay 2007 — 2009
Bachelor of Arts (B.A.), Sociology