Succession Capital Alliance
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Succession Capital Alliance Employees
Succession Capital Alliance
Skills
Retirement Planning, Estate Planning, Insurance, Investments, Asset Managment, Premium Financing, Risk Management, Strategic Financial..., Brokers, Wealth, Management, Life Insurance, Financial Services, Financial Advisory, Finance, Executive Management, Financial Planners, Term Life Insurance, Underwriting, Wealth Management, Management Consulting
Education
Dowling College
New York University
Farmers Insurance Group of Companies February 2013 - Present
Succession Capital Alliance October 2012 - December 2012
Walt Disney Animation Studios, Pixar Animation Studios, National Science Foundation June 2011 - August 2011
Skills
SAS, Microsoft Access, Microsoft Excel, Statistics, Data Analysis, Property & Casualty..., Applied Mathematics, Matlab, C++, LaTeX, Mathematical Modeling, Research, Quantitative Analytics, Numerical Analysis, Tutoring, Life Insurance, Physics, Simulations, Optimizations
Education
California State Polytechnic University-Pomona 2008 — 2012
Bachelor of Science (B.S.), Applied Mathematics, 3.87
None September 2015 - Present
Independent broker January 2014 - Present
Maricopa County Sheriff's Office April 2012 - Present
GWG Life September 2014 - September 2015
Strategic Funding Group, LLC December 2010 - December 2013
Succession Capital Alliance June 2007 - December 2010
Pacific Life February 2006 - June 2007
Pacific Life Insurance Company 2004 - 2006
MetLife 2001 - 2003
SunAmerica Retirement Markets 1995 - 2001
Skills
Health Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Term Life Insurance, Retirement, Whole Life, Estate Planning, Wealth, Wealth Accumulation, Asset Protection, High Net Worth..., Succession Planning, Estate Tax Planning, Trusts, Financial Planners, Strategic Financial..., Small Business, Investment Advisory, Alternative Investments, Funding, Financial Services, Investments, Life Insurance, Wealth Management, Financial Planning, IRAs, Insurance, Sales, Financial Advisory, Series 7, Management, Retirement Planning
Education
CSUN 1991 — 1993
University of La Verne
BS, Business
Lis4cg January 2008 - Present
Succession Capital Alliance January 2005 - January 2008
Lincoln Financial Group January 1995 - April 2003
NCA Financial Planners September 1991 - August 1993
Price Waterhouse June 1978 - April 1982
Skills
Philanthropy, Charities, Strategic Planning, Coaching, New Business Development, Start-ups, CPA
Education
The Ohio State University Fisher College of Business 1974 — 1978
BSBA, Business, Accounting, Computer Science
Kabbalah Centre
Temple Israel
Pacific Life March 2015 - Present
Pacific Life July 2014 - February 2015
Succession Capital Alliance February 2008 - July 2014
Anchor Stone Properties, LLC March 2013 - April 2014
Woodside Credit Corporation 2005 - 2007
Pacific Life 2004 - 2005
Pacific Life 2003 - 2004
Pacific Life 2001 - 2003
JanHobbs Financial Group 1999 - 2001
Citadel Law Corporation 1996 - 1999
Skills
Estate Planning, Financial Planning, New Business Development, Retirement Planning, Strategic Financial..., Risk Management, Financial Analysis, Life Insurance, Medical Underwriting, Premium Financing, Loan Origination, Loan Sales, Organization, Quantitative Analytics, Customer Service, Success Driven, Consulting, High Net Worth Insurance, Consumer Lending, Sales, High Net Worth..., Highly detail oriented, Marketing, Public Speaking, Notary Public, CA Real Estate License, CLU, MBA, High Energy Level, Flexibility, Reliable, Service Focused, Communication Skills, Term Life Insurance, Positive Team Player, Dedicated Professional, Training, Finance, Sales Presentations, FLMI, Problem Solving, Account Management, Competitive Analysis, Design Analysis, Goal Oriented, High Achiever, Fast Paced Environment, Strongly self-motivated, Professional Women, Real Estate Investor
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
California State University-Fullerton 1997 — 2001
BA, Business Administration-Finance
Charter Oak High School 1992 — 1996
Diploma
Succession Capital Alliance March 2015 - Present
The Syndicate, Inc. September 2014 - March 2015
Fifth Third Bank December 2013 - September 2014
Northwestern Mutual May 2010 - November 2013
University of Cincinnati July 2006 - July 2009
Cornerstone Research Group 2003 - 2006
Education
University of Cincinnati 2006 — 2009
(in pursuit of) Master's, Aerospace Engineering
University of Cincinnati College of Business 2007 — 2008
Master's, Business Administration - Management
University of Cincinnati 2001 — 2006
Bachelor's, Aerospace Engineering
Cloverleaf High School 1997 — 2001
Succession Capital Alliance July 2010 - Present
Premium Funding Group September 2003 - July 2010
A.I. Credit January 2000 - September 2003
Education
Long Island University, C.W. Post Campus 1997 — 1997
Paralegal Studies
SUNY Stony Brook 1993 — 1997
BA, History
CapitalSource January 2010 - Present
Succession Capital Alliance October 2003 - February 2010
SCA 2003 - 2010
A. I Credit Corp. April 1986 - August 2009
AIG 1987 - 2009
First City National Bank 1980 - 1986
Education
St. Edward's University 1979 — 1981
MBA
Chamberlain Group September 2014 - Present
Succession Capital Alliance June 2010 - September 2014
First Choice Brokerage August 2006 - June 2010
Pacific Life January 1998 - August 2006
Skills
Insurance, Retirement Planning, Life Insurance, Fixed Annuities, Strategic Financial..., Business Planning, Strategy, IRAs, Strategic Planning, Marketing, Financial Planners, Management, Finance, Sales, Financial Services, Financial Planning, Leadership, Estate Planning
Education
California State Polytechnic University at 1992 — 1996
Bachelor of Science, Finance
Santa Barbara City College 1990 — 1992
Bachelor of Science (B.S.), Finance
MCV Diversified Strategies January 2003 - Present
Succession Capital Alliance January 2003 - February 2007
Sagemark/Lincoln Financial Advisers 1993 - 1999
ERNST&YOUNG 1989 - 1992
Skills
Strategic Financial..., Life Insurance, High Net Worth..., Financial Advisory, Management, Premium Financing, Business Development, Finance, Sales, Investments, Asset Management, Private Equity
Education
Ohio Wesleyan University 1983 — 1987
BS Accounting, Accounting
Groves
HS Diploma