Table Bay Financial Network, Inc.

Description

Address: One America Plaza, # 2150, West Broadway, San Diego, CA 92101 Hours: Closed ⋅ Opens 7AM Tue Monday7AM–4PMTuesday7AM–4PMWednesday7AM–4PMThursday7AM–4PMFriday7AM–4PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (866) 225-1786: : Website: : : Place name: : Category: : Website: http://tablebayfinancial.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Table Bay Financial Network, Inc. Employees

Employee
Years
Job
Industry
Amanda Jane Schremser Amanda Jane Schremser San Diego, California Details
Amanda Jane Schremser's Table Bay Financial Network, Inc. Experience May 2013 - July 2015
Job Senior Brand Manager at Jacob Tyler Brand + Digital Agency
Industry Marketing and Advertising
Experience
Jacob Tyler Brand + Digital Agency   July 2015 - Present
Table Bay Financial Network, Inc.   May 2013 - July 2015
Table Bay Financial Network  December 2012 - May 2013
The Stelter Company  June 2012 - October 2012
The Stelter Company  August 2008 - August 2012

Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Social Media, Newsletters, CRM, Event Planning, Management, Photography, Public Relations, Sales Operations, Nonprofits, Sales, Blogging, Direct Mail, Event Management, Press Releases, Content Development, Account Management, Social Media Marketing, Business Development, Web and print project..., Branding, Email Marketing, Creative Direction, Direct Marketing, Design Layout, Consultation, Copywriting, Vendor Relationship..., Sales Support, Presentations, Campaigns

Education
Iowa State University   2003 — 2008
BA, Design/Communications. Minor in Advertising & Creative Writing

Kenneth Diamond Kenneth Diamond Fountain Valley, California Details
Kenneth Diamond's Table Bay Financial Network, Inc. Experience July 2014 - Present
Job Working with individuals and Independent Advisors to avoid the effects of heavy, immediate, and unnecessary taxation.
Industry Financial Services
Experience
Celtic Hammer Advisors   August 2004 - Present
Table Bay Financial Network, Inc.   July 2014 - Present
Pacific Life  August 2006 - November 2008
First Data Merchant Services  January 2005 - August 2006
Metropolitan Life Insurance Company  November 2002 - March 2004
H&R Block Financial Advisors  January 2002 - November 2002
UBS Wealth Management  April 2001 - December 2001
Merrill Lynch  March 1999 - April 2001
Dean Witter Reynolds Inc.  April 1997 - March 1999

Skills
Retirement Planning, Insurance Solutions, Wealth Management, Annuities, Employee Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, Insurance, Long-term Care, Asset Management, Mutual Funds, Financial Services, Strategic Planning, Life Insurance, Sales, Asset Allocation, Sales Process, Investments

Education
Santa Monica College   1991 — 1993

Venice High School

Alyssa Richard Alyssa Richard San Diego, California Details
Alyssa Richard's Table Bay Financial Network, Inc. Experience August 2015 - Present
Job Marketing Assistant at Table Bay Financial Network
Industry Financial Services
Experience
Table Bay Financial Network, Inc.   August 2015 - Present
Inspire Public Relations  January 2014 - December 2014
Kirk Jorgensen For Congress   May 2014 - June 2014
LA Fitness  June 2013 - August 2013
Honoring Our Troops   June 2012 - August 2012
Sears Portrait Studio  September 2011 - January 2012

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Social Networking, Social Media, Instagram, Twitter, Facebook, Blogging, Event Planning, Time Management, Leadership, Public Relations

Education
University of Iowa   2010 — 2014
Bachelor of Arts (B.A.), Communication Studies

Dara Shahraki Dara Shahraki San Diego, California Details
Dara Shahraki's Table Bay Financial Network, Inc. Experience December 2014 - Present
Job Director of Advisor Marketing
Industry Financial Services
Experience
Table Bay Financial Network, Inc.   December 2014 - Present
AXA Advisors  November 2013 - Present
Befitbride   August 2012 - December 2013
Monarch Pacific Realty   May 2011 - August 2012
All Star Appraisals   2008 - 2010

Skills
Customer Service, Social Networking, Social Media Marketing, Marketing Strategy, Strategic Planning, Digital Marketing, Employee Training, Customer Engagement, Relationship Marketing, WordPress

Education
University of Nevada-Las Vegas   2006 — 2008
Bachelor of Arts (B.A.), Advertising

National University
Bachelor of Arts (B.A.), Business Management and Marketing

Eduardo Gonzales Eduardo Gonzales Greater San Diego Area Details
Eduardo Gonzales's Table Bay Financial Network, Inc. Experience August 2015 - Present
Job Student at University of California, San Diego
Industry Entertainment
Experience
Table Bay Financial Network, Inc.   August 2015 - Present
La Jolla Country Club  June 2015 - Present
ArcLight Cinemas  June 2014 - June 2015
UCSD University Centers  May 2013 - September 2013

Skills
Public Speaking, Teamwork, Event Planning, Learning Quickly, Environmental Awareness, Communication Skills, Leadership, Marketing, Sustainability, Close Attention to..., Cultural Awareness, Problem Solving, Flexibility, Creativity, Adaptability, Multi Tasking, Film Production, Video Editing, Analysis, Sales, Grace Under Pressure, Organizational..., Interpersonal Skill, Customer Service, Public Relations, Time Management, Delegation

Education
University of California, San Diego   2011 — 2017
Human Development

Live Oak High School   2007 — 2011
Diploma

Lee Perkins Lee Perkins Austin, Texas Area Details
Lee Perkins's Table Bay Financial Network, Inc. Experience March 2014 - July 2014
Job Senior Vice President of Sales at Atlantic Insurance Brokerage
Industry Financial Services
Experience
Atlantic Insurance Brokerage   July 2015 - Present
Underwriting Services of America   February 2015 - July 2015
Table Bay Financial Network, Inc.   March 2014 - July 2014
Ash Brokerage  September 2010 - February 2014
The Bollinger Group   January 2004 - September 2010

Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Underwriting, Long-term Care, Brokers, Retirement, Universal Life, Retirement Planning, Whole Life, Estate Planning, Financial Advisory, Health Insurance, Financial Planners, Critical Illness, 401k, Permanent Life Insurance, Variable Annuities, Long Term Care Insurance

Education
East Carolina University   1981 — 1985
Bachelor of Science (BS), Economics

East Carolina University
BS

Barry Bulakites Barry Bulakites Greater San Diego Area Details
Barry Bulakites's Table Bay Financial Network, Inc. Experience July 2003 - Present
Job at Table Bay Financial Network, Inc.
Industry Financial Services
Experience
Table Bay Financial Network, Inc.   July 2003 - Present
America's Tax Solutions   January 2010 - Present
America's IRA Centers   January 2005 - January 2012
Table Bay Financial Network Inc.  July 2003 - May 2010
Jackson National Life  February 1996 - July 2003
Lincoln National Life  1995 - 1996
Mutual Of New York  1987 - 1994
Equitable Life  1977 - 1987

Skills
Sales Management, Insurance, Strategic Planning, Product Development, Retirement, Financial Services, Management, Recruiting, IRAs, Wealth Management, Business Planning, Strategy, Fixed Annuities, Pensions, Employee Benefits, Marketing, Retirement Planning, 401k, Sales, Series 7, Small Business, Strategic Financial..., Finance, Life Insurance, Investments, Leadership, Financial Advisory, Operations Management, Financial Planners, Investment Advisory, Disability Insurance, Estate Planning, Long-term Care, Series 63, Relationship Management, Mutual Funds, Wealth Management..., Series 6, Long Term Care Insurance, Alternative Investments, Term Life Insurance, Roth IRA, Wealth, Securities, Investment Strategies, 401k Rollovers, Universal Life

Education
London Business School   2001 — 2003
Discovery Programme for Senior Executives

Western New England University   1973 — 1977
BS, Marketing

Venice Gamble Venice Gamble Greater Los Angeles Area Details
Venice Gamble's Table Bay Financial Network, Inc. Experience 2010 - 2010
Job Director of Legal & Business Development at Industrial Assets Corp. / BidItUp Auctions, Inc. / IA Machinery
Industry Political Organization
Experience
Us Against Bullies - A Non Profit Organization   May 2015 - Present
Industrial Assets Machinery / Industrial Assets Corp.   March 2014 - Present
United States Congressional Candidate   April 2013 - June 2014
Consumer Action Law Group, PC  February 2013 - July 2013
Law Offices of Rohn C. Barrow   August 2005 - March 2013
Owner  November 2011 - July 2012
Law offices of nicole foster   2012 - 2012
Table Bay Financial Network, Inc.   2010 - 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Legal Research, Legal Writing, Litigation, Civil Litigation, Management, Trials, Leadership, Social Media, Contract Negotiation, Marketing, Policy, Courts, Government, Westlaw, Mediation

Education
CA Law Office Study Program   2009 — 2013
J.D. Equivalent, Legal Practice

State University of New York College at Brockport   2001 — 2004
Bachelor’s Degree, Law & Society

Samantha Mayer Samantha Mayer Greater San Diego Area Details
Samantha Mayer's Table Bay Financial Network, Inc. Experience March 2015 - Present
Job Director of National Recruiting at Table Bay Financial Network, Inc.
Industry Hospital & Health Care
Experience
Table Bay Financial Network, Inc.   March 2015 - Present
Bankers Life and Casualty  July 2011 - March 2015
Mark D. Hendricks Internal Medicine   September 2012 - November 2012
Healthcare Medical Group of La Mesa   July 2012 - September 2012
phase one advertising   March 2010 - April 2011
South Bay Subaru   December 2009 - March 2010
Redline Executives   January 2009 - December 2009
Ace Parking  August 2008 - January 2009
US Army  November 2007 - July 2008
Knott's Soak   June 2006 - October 2006

Skills
Recruiting, Customer Service, Sales, Human Resources, Teamwork, Leadership, Cpr Certified, Onboarding, Microsoft Word, First Aid, Applicant Tracking..., Office Management, Training, Employee Relations, Management

Education
National University   2012 — 2016
Bachelor of Science (B.S.), Health/Health Care Administration/Management, 3.0

Kaplan College   2011 — 2012
medical assistant diploma

kaplan college   2011 — 2012
Medical Assistant Certification, medical assistant, 4.0

Hilltop High School   2003 — 2007
Graduate, 2007

hilltop high   2003 — 2007
diploma

Ken (Kei) Nishikawa Ken (Kei) Nishikawa Greater Denver Area Details
Ken (Kei) Nishikawa's Table Bay Financial Network, Inc. Experience March 2009 - December 2009
Job Supervisor / Resource Center at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC  March 2014 - Present
Cetera Advisors LLC  January 2012 - February 2014
Cetera Advisors LLC  January 2010 - December 2011
Table Bay Financial Network, Inc.   March 2009 - December 2009
Jackson National Life  March 2008 - February 2009
Ameriprise Financial Services, Inc.   October 2005 - February 2008

Skills
Series 7, Series 66, Financial Planning, Advisory / Wealth..., Sales, Securities, Variable Annuities, Fixed Annuities, Life Insurance, Relationship Management, Broker-Dealer Operations, Management, Wealth Management

Education
University of Rochester   1993 — 1997
B.A., Economics & Finance

University of Rochester   1993 — 1997
B.S., Microbiology and Immunology