Tax & Financial Group
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Tax & Financial Group Employees
Select Planning Group Inc. January 2015 - Present
Tax & Financial Group October 2013 - December 2014
Merrill Lynch 2011 - 2013
Daymon Worldwide 2008 - 2011
Skills
Management, Strategic Planning, Investments, Insurance, Forecasting, Data Analysis, Customer Service, Microsoft Office, Microsoft Excel, Real Estate, Competitive Analysis, Cross-functional Team..., Business Analysis, Process Improvement, Strategy, Business Development, Analysis, Leadership, Sales, Sales Management, CRM, Business Planning
Education
California State University-Fullerton
Bachelor of Arts (BA), Business Administration and Management, General
Seward & Kissel LLP October 2014 - Present
Seward & Kissel LLP May 2013 - August 2013
State Street July 2012 - August 2012
Middlesex District Attorney's Office - Appeals Bureau May 2012 - July 2012
Law offices of Higbee and Associates January 2010 - June 2011
Tax & Financial Group August 2009 - November 2009
Education
Boston College Law School 2011 — 2014
Doctor of Law (J.D.)
University of California, Riverside 2005 — 2009
B.S, Business Administration
Gap Inc. September 2014 - Present
Genentech August 2009 - December 2013
Corinthian Colleges, Inc. January 2007 - August 2008
Williams-Sonoma, Inc. January 2006 - January 2007
Primavera Business Software Solutions SA January 2005 - January 2006
Tax & Financial Group February 1997 - March 2001
Skills
Biotechnology, Data Analysis, Pharmaceutical Industry, Data Management, Cross-functional Team..., Healthcare, Product Management, Strategy, Business Development, Product Development, Human Resources, Quality Assurance, Microsoft Excel, Sales
Education
Academy of Art University 2001 — 2005
BFA, 3D Animation
IE Business School November 2014 - Present
TFG Strategies March 2010 - September 2014
Tax & Financial Group August 2008 - December 2008
The Wiles Group January 2007 - June 2008
Skills
Financial Analysis, Investments, Valuation, Finance, Real Estate, Strategic Financial..., Mergers & Acquisitions, Microsoft Excel, Market Research, Budgets, Management, Financial Modeling, PowerPoint, Negotiation, Excel, Financial Planning, Venture Capital, Capital Raising, Debt & Equity Capital..., Business Planning, Strategic Planning, WACC, Cost Of Capital, Data Analysis, Business Analysis
Education
IE Business School 2014 — 2015
Master of Business Administration (MBA)
University of California, Irvine 2005 — 2007
BA, English Literature
Merrill Edge 2013 - Present
Tax & Financial Group 2011 - 2013
Charles Schwab April 2006 - May 2011
UBS 2001 - 2003
Morgan Stanley 1994 - 2001
Skills
Family Office, Retirement Planning, Investments, Risk Management, Strategic Financial..., Asset Allocation, Financial Advisory, Portfolio Management, Equities, Asset Managment, High Net Worth..., Wealth Management, Asset Management, Series 7, Investment Advisory, Finance, 401k, Alternative Investments, Capital Markets, ETFs, Due Diligence, Employee Benefits, Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Fixed Income, Hedge Funds, Investment Strategies, Management, Mutual Funds, Private Equity, Securities, Series 63, Series 65
Education
Stanford University 1975 — 1979
BA, Economics
California State University-Los Angeles 1984 — 1987
MBA, Finance
Corona Del Mar High School 1971 — 1975
General Energy Solutions August 2014 - Present
Jansy Packaging October 2013 - May 2014
Xylem Inc. September 2010 - October 2012
Tax & Financial Group 2010 - 2010
Global Manufacturing Network 2010 - 2010
Academia Sinica 2008 - 2008
BLACOH Fluid Control, Inc. 2007 - 2007
Skills
Product Management, Program Management, Product Development, Cross-functional Team..., Entrepreneurship, Market Analysis, Strategic Planning, Product Design, Marketing Strategy, Product Launch, Project Management, Management, Product Marketing, Negotiation
Education
University of California, Riverside 2005 — 2009
Bachelor of Arts, Business Economics
StudioRui Marketing December 2011 - Present
Kymco Healthcare USA January 2014 - July 2014
Tax & Financial Group May 2012 - November 2012
Santa Barbara City College September 2009 - May 2010
Skills
Web Design, Graphic Design, SEO, Wordpress, InDesign, Google Adwords, Google Analytics, CMS, HTML, CSS, WordPress, Email Marketing, Marketing, Social Media, Digital Marketing
Education
California State University-Long Beach 2011 — 2013
Bachelor of Arts (B.A.), Marketing
Santa Barbara City College 2007 — 2011
Associate's degree, Business Administration and Management, General
Retail Link Associates October 2014 - Present
Johnson Capital October 2012 - October 2014
Tax & Financial Group May 2012 - September 2012
Marcus & Millichap 2012 - 2012
Skills
Investments, Cash Flow, Mortgage Underwriting, Loan Origination, Commercial Real Estate, Finance, Commercial Lending, Real Estate, Due Diligence, Real Estate Economics, Real Estate Financing, Brokerage, Valuation, Real Estate Transactions, PowerPoint, Microsoft Office, Leases, Financial Services, Marketing
Education
Chapman University 2008 — 2012
Bachelor of Science (B.S.), Accounting and Business/Management
South Coast Wealth Management March 2014 - Present
Tax & Financial Group May 2011 - March 2014
World Food Services February 2003 - May 2011
Morgan Stanley May 1999 - May 2002
Skills
Investments, Estate Planning, Wealth Management, Financial Planners, Small Business, Retirement, Finance, Retirement Planning, Asset Management, Portfolio Management, Series 7, Mutual Funds, Financial Analysis, Buy-sell Agreements, Risk Management, Strategic Financial..., Investment Advisory, Fixed Annuities, Tax Advisory, Asset Allocation, Insurance, Financial Modeling, Series 63, Venture Capital, Options, Financial Advisory, Financial Services, Series 6, ETFs, Financial Risk..., Fixed Income, Securities, Investment Strategies, Alternative Investments, Disability Insurance, 401k, Long-term Care, Equities, Term Life Insurance, Life Insurance, Loans, Employee Benefits, Valuation, Institutional Bond..., 401K Specialist, Ultra High Net Worth..., Buy/Sell Agreements, Education Planning, Options Trading, Professional Sports...
Education
Arizona State University
Bachelor of Science (BS), Microbiology and Immunology
Brophy/Xavier
Rockhurst University
Bachelor of Science (BS), Chemistry
Harmony January 2013 - Present
Arts & Lectures, UC Santa Barbara July 2008 - October 2009
University of California, San Diego December 2006 - June 2008
Tax & Financial Group January 2005 - August 2007
City of Hope National Medical Center 1997 - 2004
Education
University of California, San Diego 1990 — 1994
BA, Political Science
California College of Ayurveda
Ayurvedic Health Practitioner, Ayurvedic Medicine
Yogaworks
500 hour Registered Yoga Teacher, Yoga
The Institute of Electrical and Electronics Engineers November 2010 - Present
Line-X Acquistion LLC January 2007 - November 2010
Tax & Financial Group May 1999 - October 2005
Skills
Securities, Budgets, Policy, Corporate Law, Sales, Finance, Estate Planning, Team Building, Intellectual Property, Litigation, Contract Negotiation, Insurance, Management, Process Improvement, Proposal Writing, Leadership, Microsoft Office, Program Management, Project Management, Project Planning, Strategic Planning
Education
Bradford College 1989 — 1990
Liberal Arts
Pitzer College 1985 — 1986
Liberal Arts
Absolute Exhibits, Inc. August 2013 - Present
Absolute Exhibits, Inc. September 2011 - August 2013
JP Morgan Chase April 2010 - 2011
Tax & Financial Group July 2009 - March 2010
Skills
Microsoft Office, Management, Marketing, Sales, Team Building, Customer Service, Leadership, Small Business, Finance, Event Planning, Marketing Strategy, Social Media Marketing, Selling, Account Management, Budgets, Social Media, Microsoft Excel, SEO
Education
University of California, Berkeley 2004 — 2008
B.A, Interdisciplinary Studies
Tax & Financial Group May 2014 - Present
Meltology, LLC June 2008 - Present
Prime Tech Inc. October 2011 - December 2012
New Vision Films May 1999 - January 2008
Ingram Micro June 1997 - April 1999
Skills
Operations Management, Strategic Planning, Account Management, Project Management, Administrative..., Strategic Communications, Food & Beverage, Corporate Training, Hospitality Management, Sales Management, Time Management, Coaching, PowerPoint, Process Scheduler, Outlook, New Business Development, Entrepreneurship, Leadership, Public Speaking, Selling, Recruiting, Online Marketing, Sales Operations, Public Relations, Customer Satisfaction, Negotiation, Training, Contract Negotiation, Profit, Purchasing, Fundraising, Social Networking, Product Marketing, Teamwork, Team Leadership, Social Media, Cold Calling, Lifestyle, Leadership Development, Management, Microsoft Excel, Marketing Communications, Microsoft Word, Online Advertising, Inventory Management, Hiring, Manufacturing, Social Media Marketing, Event Management, Business Planning
Education
University of Phoenix 2009 — 2011
Masters Of Business Administration, Implementation of Strategy and Planning
Strasberg Institude, Talent Venture Group, Weist-Barron-Hill Soap Opera Workshops 1997 — 2009
Method Acting, Improvisation, Cold Reading
University of California, Irvine 1993 — 1997
Bachelor Of Arts, Business Administration and Management, General/ Social Ecology
Newport Harbor High School
General, General
Yahoo January 2015 - Present
BrightRoll (acquired by Yahoo, Jan 2015) May 2014 - Present
SOLV Virtual Desktops May 2013 - September 2013
ShiftPlanning Inc. October 2012 - April 2013
Ware Malcomb January 2012 - March 2012
Tax & Financial Group September 2011 - December 2011
Skills
Adobe Creative Suite, Photography, Copywriting, Data-driven Marketing, InDesign, PowerPoint, B2B Marketing, Sales Enablement, comScore, Go-to-market Strategy, Product Marketing, Mobile Advertising, Solution Orientated, Case Studies, Collateral Design, Photoshop, Collaborative Problem..., Cross-functional..., Collateral Writing, Data Analysis, Data Visualization, Online Advertising, Video Advertising, DSLR, Google Drive, Illustrator, Marketing, Lightroom, Social Media, Blogging, Facebook, Bilingual, Prezi, Tutorials, Premiere, Microsoft Office, Microsoft Excel
Education
University of California, Irvine 2008 — 2012
Bachelor's Degree, Sociology
Hunt Mortgage Group March 2015 - Present
Hunt Mortgage Group July 2012 - March 2015
Centerline Capital Group February 2012 - June 2012
Undergraduate Consulting Association 2011 - 2012
Tax & Financial Group June 2011 - September 2011
Associated Students of University of California, Irvine 2010 - 2011
Forever 21 July 2010 - November 2010
Skills
Financial Modeling, Data Analysis, Market Research, Microsoft Excel, Social Media, Event Planning, Analysis, Microsoft Word, PowerPoint, Outlook, Sales, Eviews, Customer Service
Education
University of California, Irvine 2008 — 2012
B.A., Business Economics
Piedmont Hills High School 2004 — 2008
Select Planning Group, Inc. October 2014 - Present
Tax & Financial Group April 2005 - August 2014
Principal Financial Group May 2002 - March 2005
Boston Celtics December 1986 - March 1988
Chicago Bulls October 1986 - January 1987
Washington Wizards September 1983 - October 1986
UCLA September 1979 - June 1983
Education
UCLA 1979 — 1983
Bachelor of Arts (BA), Economics
Matchstar Venture Search May 2006 - Present
Farrington Pharmaceuticals March 2012 - September 2013
Gabzebo USA / Suite Memories Video Booths January 2009 - January 2013
JRX Biotechnology June 2006 - January 2013
Eyeona / Pricetector May 2011 - December 2011
Tax & Financial Group February 2010 - December 2011
Priceprotectr.com August 2007 - May 2011
JRX Biotechnology May 2006 - June 2008
Merrill Corporation February 2000 - May 2006
Bowne Financial October 1998 - February 2000
Skills
Business Strategy, Financial Management, Sales Management, Venture Capital, Private Equity, Succession Planning, Executive Search, Temporary Placement, Executive Development, CXO, Venture Financing, Retained Search, Mergers, Executive Staffing, Start-ups, Entrepreneurship, Strategic Planning, Corporate Development, Finance, Business Development, Leadership, Mergers & Acquisitions, New Business Development, Managerial Finance, Strategy, Strategic Financial..., Due Diligence, Consulting, Executive Management, SaaS, Market Research, Recruiting
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., English/Math
DeSmet Jesuit High 1978 — 1982
Veritrue Components August 2015 - Present
Self Employed January 2012 - August 2015
Optima Tax Relief April 2013 - July 2015
Tax & Financial Group June 2012 - January 2013
Taxco Financial Services December 2010 - January 2012
Kirkland Green / B.A.S. October 2008 - September 2010
Morgan Stanley Smith Barney September 2007 - November 2007
Skills
Tax Preparation, Sales, Customer Service, Analysis, Negotiation, Tax, Financial Analysis, Finance, Bookkeeping, Auditing, Strategic Financial...
Education
University of Oregon 2004 — 2008
B.A., Finance
Marshfield High School 2000 — 2004
Bachelor of Arts (B.A.), Accounting and Finance
Tax & Financial Group June 2015 - Present
Volt December 2014 - May 2015
Robert Half International September 2012 - December 2014
Global Financial Data February 2012 - July 2012
Mathnasium - The Math Learning Center January 2011 - November 2011
Education
University of Southern California 2003 — 2008
BS, Economics/Mathematics
Microsoft August 2014 - Present
Microsoft Corporation August 2010 - August 2014
Microsoft 2009 - 2010
Tax & Financial Group 2006 - 2009
Yuen Lui Photography 1998 - 2006
Skills
Microsoft Office, Process Improvement, Leadership, Information Technology, Customer Service, Sales Operations, Proposal Writing, Sales, Account Management, Project Management, Program Management, Training, SharePoint, Management, CRM, Team Leadership, Business Development
Education
Long Island University, Southampton Campus 2003 — 2005
MFA, Writing
Northwest University 2000 — 2002
B.A., English
Fackalbarana Bibelskoola 1997 — 1998
Certificate, Bible
Keller Williams December 2013 - Present
Morgan Stanley Smith Barney February 2011 - December 2013
Tax & Financial Group September 2010 - November 2010
Tax & Financial Group June 2009 - August 2009
Pacific Financial Planners, LLC. May 2006 - August 2006
Skills
Sales, Marketing, Microsoft Office, Customer Service, Strategic Financial..., Finance, Investments, Series 7, Retirement Planning, Mutual Funds, 401k, Financial Advisory, Leadership, Asset Management, Microsoft Excel, PowerPoint, Social Media, Securities, Social Media Marketing, Microsoft Word, Event Planning, Residential Homes, First Time Home Buyers, First Time Home Sellers, Real Estate Transactions, Real Estate, Short Sales, Investment Properties
Education
California State University-Chico 2005 — 2010
Business Administration, Management
Charles University in Prague 2007 — 2008
Università degli Studi di Torino 2007 — 2008
Beacon Pointe Advisors February 2010 - Present
Watermarke Properties Inc September 2009 - February 2010
Marukatsu Hot House July 1999 - December 2009
Tax & Financial Group January 2009 - June 2009
Skills
Asset Allocation, Investments, Investment Management, Wealth Management, Investment Advisory, Mutual Funds, Financial Analysis, Economics, Financial Services, Institutional..., Microsoft Excel, Wealth Management...
Education
University of California, Riverside 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Asahi Gakuen 1992 — 1998
Euro Pacific Capital July 2011 - Present
Tax & Financial Group November 2009 - July 2011
Flagstaff House Restaurant March 2008 - September 2009
St. Mary's and All Angels School June 2001 - January 2007
Skills
Investments, Finance, Estate Planning, Entrepreneurship, 401k, International..., Retirement Planning, Asset Management, Securities, Series 7, Mutual Funds, Financial Services, Portfolio Management
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
B.A. Business Administration, Finance
Tax & Financial Group May 2011 - October 2012
Harmony Language School August 2007 - December 2010
California Environmental Engineering August 2006 - November 2006
Education
California State University-Fullerton - College of Business and Economics 2005 — 2007
Bachelor of Arts, Finance
San Diego Community Land Trust November 2013 - Present
San Marcos Promise November 2014 - Present
The Foundation For Senior Well Being April 2013 - Present
San Marcos Unified School District April 2013 - Present
San Marcos Economic Development Corporation February 2011 - Present
San Marcos Chamber of Commerce September 2012 - Present
Tax & Financial Group 2012 - October 2013
NYLIFE Securities LLC June 2011 - November 2012
New York Life Insurance Company June 2011 - November 2012
Town of Ossining Citizen's Finance Advisory Committee 2008 - 2010
Skills
Securities, Investments, Analysis, Portfolio Management, Credit Analysis, Estate Planning, Business Planning, Strategic Financial..., Accounting, Business Strategy, Tax-advantaged..., Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Income for Life, College Funding..., Guaranteed Lifetime..., Gifting Strategies, Key Person Protection, Buy-Sell, Estate Preservation, Protection..., Real Estate Development, Real Estate Transactions, Property Management, Real Property, Real Estate Project..., Capital Markets, Finance, Leadership, Management, Due Diligence, Mergers & Acquisitions, Public Speaking, Strategic Planning, Risk Management, Nonprofits
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Fiannce
California State University-Fullerton
MPA, Public Policy
Thomson Reuters May 2013 - Present
Market Leader 2013 - May 2013
Imagine Scholar 2011 - 2013
Solo Practice January 2011 - December 2012
Tax & Financial Group July 2010 - November 2010
Dale Braden & Hinchcliffe 2008 - August 2010
Skills
Litigation, Estate Planning, Legal Research, Corporate Law, Commercial Litigation, Civil Litigation, Mediation, Legal Writing, Employment Law, Arbitration, Securities, Licensing, Mergers & Acquisitions, Due Diligence, Personal Injury, Securities Regulation, Corporate Governance, Real Estate, Real Estate Transactions, Family Law, Hearings, Criminal Law, Legal Advice, Legal Issues, Fashion
Education
University of California, Hastings College of the Law 2003 — 2006
Doctor of Law (JD)
University of Washington 1999 — 2003
BA, Business
Tax & Financial Group 2007 - Present
Evergreen Healthcare 2003 - 2006
Namaste Chiropractic 2000 - 2003
Equity Residential March 1996 - October 2000
Skills
Management
Education
Chapman University 2010 — 2011
PHR, Human Resources
Clark College 1994 — 1998
Business and Marketing
Tax & Financial Group August 1990 - Present
Skills
Retirement, Securities, Life Insurance, Financial Services, Retirement Planning, Wealth Accumulation, Series 7, Insurance, Mutual Funds, Wealth Management, Disability Insurance
Education
Ocean View High School, Huntington Beach 1976 — 2000
California State University-Long Beach - College of Business Administration 1980 — 1985
Bachelor of Science, Business-Finance
SagePoint Financial July 2013 - Present
Greg Haxton, Broker May 2013 - Present
Klein Companies August 2012 - Present
Olive Crest December 2010 - Present
Klein Family Foundation May 2003 - Present
JP Morgan Chase May 2011 - August 2012
Tax & Financial Group January 2010 - March 2011
VF Engineering October 2007 - October 2009
Express Films June 2005 - October 2007
Cole Financial, LLC May 2003 - August 2005
Skills
Marketing, Customer Service, Sales, Microsoft Office, Advertising, PowerPoint, Series 7, Research, Inventory Management, Consulting, QuickBooks, Collateral, Editing, Web Site Production, Troubleshooting, Video, Video Editing, Television, Film Production, Sound, Uniform Combined State..., Photography, Management, Graphic Design, Finance, Social Networking
Education
Concordia University Irvine 2001 — 2005
Bachelors, Business Management, Information Technology
Lutheran High Orange 1997 — 2001
Lincoln Financial Group June 2005 - June 2010
Tax & Financial Group February 2002 - June 2005
TD Ameritrade June 1997 - June 2002
Mitsubishi Materials June 1992 - June 1997
Education
Securian University 2004 — 2004
certificate, insurance and financial training
University of California, Irvine 1997 — 2003
PFP, financial planning
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1997
All Covered January 2013 - Present
KnowledgeCentrix November 2010 - January 2013
Applied Computer Solutions August 2009 - November 2010
Valley Network Solutions September 2008 - July 2009
Astone May 2007 - September 2008
Tax & Financial Group 2006 - 2007
USMC 2002 - 2006
Skills
MCITP Enterprise..., Exchange Server 2010, Blackberry Enterprise..., NetApp Certified Data..., Windows Server, Cisco Catalyst Switches, Cisco Security, Juniper, JUNOS, Cisco IOS, VMware ESX, Compellent, Equallogic Storage, Symantec Endpoint..., Symantec NetBackup, Symantec Backup Exec, Watchguard, Backup Exec, Microsoft Certified..., Microsoft Exchange, VPN, Dell Computers, VMware, Citrix, Data Center, Cisco Technologies, Disaster Recovery, Netbackup, Active Directory, Security, Networking, Catalyst Switches
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Bachelor's degree, Business Administration and Management, General
Orange Coast College 2006 — 2007
None, Business Information Systems
MiraCosta College 2004 — 2006
None, Business Information Systems
Fresno City College 2000 — 2001
None, Computer Science
Clovis High School 1996 — 2000
Diploma, High School Education
Admart Products September 2014 - Present
. September 2014 - March 2015
Tax & Financial Group October 2013 - January 2014
American Military Museum December 2012 - March 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Time Management, Access, Customer Service, Research, Ten Key, Multi Tasking, Data Entry, Peachtree, QuickBooks, Illustrator, Asana
Education
California State University-Fullerton 2013 — 2017
Bachelor’s Degree, Accounting, Junior
Mark Keppel High School
Lehman Strategic Alliances January 2012 - Present
Tax & Financial Group October 2009 - July 2011
Morgan Stanley November 2007 - January 2009
Citigroup / Smith Barney NY February 2007 - January 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Retirement, Mutual Funds, Securities, Equities, Asset Managment, Life Insurance, Fixed Annuities, 401k, Financial Analysis, Insurance, Financial Planners, Risk Management, Disability Insurance, Banking, Series 7, Wealth Management, Pensions, Qualified Retirement..., Investment Advisory
Education
Santiago Canyon College 2001 — 2002
Tax & Financial Group August 2002 - Present
Webster Investment Advisors, Inc. January 1998 - December 2001
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Investment Advisory..., ETFs
Education
Texas Christian University 1992 — 1996
Bachelor of Science, Economics
McNNADI & COMPANY 2008 - Present
DIGITAL R. 2008 - Present
Hertz Investment Group 2006 - 2008
RCMI 2003 - 2006
Tax & Financial Group 2000 - 2002
Crystal Stairs, Inc. 1997 - 1999
Skills
Financial Modeling, Financial Planning &..., Business Process..., Financial Reporting &..., Income, Sales, and..., Feasibility, Impact,..., Process Improvement, Strategic Planning, Analysis, Business Process..., Income, Accounting, Property Tax, Financial Reporting, Business Planning, Finance, Business Strategy, Management, Business Development, Managerial Finance, Performance Management, Financial Analysis, Management Consulting, Consulting, Business Process..., Policy, Financial Planning
Education
Walden University
Ph.D., Finance
California State University-Dominguez Hills
MBA, Management
California State University-Dominguez Hills
B.Sc, Accounting
Peter Green Insurance Agency LLC an Affiliate of Professional Insurance Associates Inc. April 2005 - Present
Tax & Financial Group 2008 - 2009
Automobile Club of Southern California April 2003 - April 2004
Score Learning 2000 - 2003
Skills
Workers Compensation, Errors & Omissions, Business, Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Legal Liability, Underwriting, Disability Insurance, Liability, General Insurance, Life Insurance, Health Insurance, Casualty, Claim, Fixed Annuities, Term Life Insurance, Brokers, Long-term Care, Retirement, Umbrella Insurance, Inland Marine, Universal Life, IRAs, Claims Management, Long Term Care Insurance, Reinsurance, Risk Management, Selling, Financial Planners, Retirement Planning, Employee Benefits, Small Business, Estate Planning, Medicare, 401k Rollovers, Strategic Financial..., Whole Life, Insurance Brokerage, Wealth Accumulation, Financial Advisory, Wealth Management, Surety Bonds, Financial Services, Group Insurance, Executive Management, Homeowners, Liability Analysis, Mutual Funds
Education
University of California, Irvine 1995 — 2000
BA, Social Ecology
La Serna High School 1991 — 1995
Tax & Financial Group September 2010 - Present
Tax & Financial Group 1999 - 2010
Education
California State University-Fullerton
Abercrombie & Fitch March 2009 - July 2010
Tax & Financial Group January 2009 - August 2009
Lincoln Square Cinemas January 2006 - October 2006
Skills
Microsoft Office, Strategic Financial..., Financial Planners, European Union, European Politics, European Law, European History, European Studies, Operations Management, Financial Analysis, Marketing, Investments, Equity Derivatives, Derivatives Trading
Education
Ludwig-Maximilians Universität München 2015 — 2015
N/A, European Studies/Civilization
Chulalongkorn University 2014 — 2015
Master of Arts (M.A.), European Studies/Civilization, 3.88
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.65
Orange Coast College 2007 — 2009
Transfer, Business, 3.88
Bellevue College 2005 — 2006
Transfer
Tax & Financial Group August 2008 - Present
Chili's August 2006 - February 2009
Chili's June 2004 - August 2006
Skills
Mutual Funds, Retirement Planning, Investments, Investment Strategies, Asset Allocation, Retirement, Wealth Management, Strategic Financial..., Investment Advisory, Securities, Financial Advisory, Financial Planning, 401k, Wealth Management..., Portfolio Assessment, Portfolio Performance..., Uniform Combined State..., Relationship Management
Education
California State University-Long Beach - College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Poway High 2001 — 2005
High School Diploma
Microsoft May 2015 - August 2015
Chapman University February 2015 - June 2015
Tax & Financial Group May 2014 - August 2014
Skills
Microsoft Excel, Leadership, Finance, Teamwork, Entrepreneurship, PowerPoint, Management, Budgets, Strategy, Customer Service, Project Management, Google Docs, Microsoft Office, Operating Expenses
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2016
Bachelor’s Degree, BA in Economics and BS in Business Administration with emphases in Finance and Management, Senior
City University London 2014 — 2014
Operations, Economics, Management, Entreprenuership, Sophomore
Skyline High School 2008 — 2012
High School
Tax & Financial Group March 2015 - Present
Tax & Financial Group March 2012 - Present
People Clothing Co January 2012 - Present
Skills
Adobe Creative Suite, Marketing, Photography, Graphic Design, InDesign, Logo Design, Photoshop, Digital Photography, Illustrator, Microsoft Office, Customer Service, Japanese, Adobe Acrobat, Posters, Brochures, Custom Invitations, Organizational Design, Seminar Marketing
Education
California State University-Long Beach 2006 — 2009
Bachelor of Arts (B.A.), Graphic Design
Alpha Modus Corp July 2015 - Present
Self Employed January 2012 - Present
Reliable One Networks January 2009 - September 2011
Enterprise Wireless August 2007 - September 2008
CSULB Athletic Department August 2006 - May 2007
Athletes First Sports Agency May 2006 - August 2006
Tax & Financial Group May 2005 - August 2006
Amp'd Mobile 2004 - 2005
Skills
Marketing, Sales, Telecommunications, Leadership, Public Relations, Customer Service, Event Management, Sales Management, Analysis, Business Strategy, Recruiting, Access, Time Management, Competitive Analysis, Start-ups, Strategy, Business Development, Financial Analysis, Strategic Partnerships
Education
California State University-Long Beach 2003 — 2007
Bachelors of Science, Finance, Economics
Tax & Financial Group October 2014 - September 2015
Surf & Sand Resort June 2009 - September 2015
Surf & Sand Resort June 2008 - May 2009
Skills
Microsoft Office, Microsoft Word, Social Networking, Hospitality, Customer Service, Microsoft Excel, Food Service, Bartending, Financial Analysis, Food & Beverage, Food Service Operations, PowerPoint, Employee Training, Inventory Management, Sales, Process Scheduler
Education
University of Colorado at Boulder 2012 — 2014
Bachelor's, Finance
UCSB 2010 — 2011
Mathematics, Economics
Waddell & Reed April 2015 - Present
Patriot Payment Group, LLC March 2015 - Present
Uber October 2014 - Present
Tax & Financial Group March 2014 - October 2014
The Cannery January 2012 - January 2014
Scott's Seafood Restaurant October 2008 - October 2011
Baci Ristorante October 2005 - October 2008
Chanteclair January 2004 - October 2005
Spark Woodfire Grill April 2003 - April 2005
Allegience Telecom January 2003 - January 2005
Skills
Finance, Holistic Financial..., Retirement Planning, Asset Protection, Life Insurance, Risk Management, Charitable Trusts, Wealth Management, Investments, Business Succession..., Seminar Presentations, Outside Sales, Sales Operations, Inside Sales, Phone Etiquette, Media Relations, Interpersonal..., Public Relations, Writing, Data Analysis, Proposal Writing, Detailed Organization, Critical Thinking, Report Writing, Priority Management, Retail Sales, Customer Service, Merchant Services, Hospitality Management, Hospitality, Restaurants, Fine Dining, Banquets, Food & Alcohol Pairing, Bartending, Liquor Knowledge, Beer Knowldge, Wine Knowledge, Drink Mixology, Cuisine, Food & Beverage, Inventory Control, Adaptability, Driving, Chauferring
Education
Ripon College 1990 — 1994
Bachelor of Arts (B.A.), History & Theater, 3.3 GPA
SEA (Sea Education Association) 1993 — 1993
Summer Program/Semester at SEA, Oceanography, Nautical Science, Maritime Studies, 3.2
York Saint John University, York, England 1991 — 1992
N/A, History & Theater, 3.4 GPA
Cornerstone OnDemand April 2014 - Present
Cornerstone For Salesforce, a division of Cornerstone OnDemand July 2012 - Present
Salesforce.com May 2011 - June 2012
Beverly Hills Lifestyle Magazine 2009 - 2010
Bank of America, Loan Link Financial 2004 - 2008
Tax & Financial Group 2003 - 2004
Education
UCLA 2000 — 2003
Political Science, Political Science and International Relations
Pacific Capital Resource Group 2011 - Present
TheEndline.com December 2009 - Present
GDC Financial Solutions 2006 - 2011
Tax & Financial Group 2006 - 2010
WM Financial Services 2004 - 2006
Northwest University 2000 - 2003
Skyhawks Sports Academies June 1999 - August 1999
Brownfield Promotions, Inc March 1996 - August 1997
Education
Snohomish High School 1992 — 1995
High School
Northwest University 1997 — 2000
BA, Business
Trinity Western University 1995 — 1996
General Studies
Kaplan University 2008 — 2008
Certificate, Financial Planning
Tax & Financial Group Executive Assistant, Case ManagerTax & Financial GroupNovember 1991 - Present
Skills
Strategic Financial..., Fixed Annuities, Retirement Planning, Retirement, Estate Planning, Long-term Care, Securities, Series 7, Employee Benefits, Portfolio Management, Wealth, Asset Management
Education
Long Beach City College
Tax & Financial Group July 2012 - Present
Shimano American Corp. September 2011 - July 2012
Dick's Sporting Goods May 2009 - September 2011
Student-Managed Investment Fund at CSU Fullerton December 2010 - June 2011
Chick's Sporting Goods November 2005 - May 2009
Education
California State University-Fullerton 2009 — 2011
BA, Business Administration with Finance Concentration
Mission Viejo HS 2004 — 2007
Wells Fargo February 2015 - Present
Tax & Financial Group April 2013 - December 2014
Edward Jones July 2010 - December 2012
LEAF Financial Corporation November 2006 - January 2010
Skills
Retirement Planning, Estate Planning, Financial Advisory, Business Planning, Small Business, Financial Services, Finance
Education
ITT Technical Institute-Orange 2001 — 2003
Calvary Chapel Costa Mesa 1997 — 2001
Tax & Financial Group September 2014 - Present
Skills
Tax, Financial Analysis, Financial Planning, Account Reconciliation, Financial Reporting, Accounting, Financial Accounting, Cash Flow, Accounts Payable, Fixed Assets
Education
Florida Metropolitan University
Associate of Science (A.S.), Business Administration and Management, General
Florida Metropolitan University
Cresa May 2015 - Present
Yik Yak, Inc. December 2014 - Present
UC Berkeley August 2014 - Present
U.C. Berkeley Center for Latino Policy Research August 2014 - May 2015
U.S. Department of State May 2014 - August 2014
University of California September 2012 - August 2014
Rides for Lives August 2013 - May 2014
Tax & Financial Group May 2013 - August 2013
Skills
Management, Research, Fundraising, Public Speaking, Statistics, Program Management, Teaching, Customer Service, Project Planning, Spanish, PowerPoint, Data Analysis, Security, Social Media, Foreign Affairs, Microsoft Office, Microsoft Excel
Education
University of California, Berkeley 2012 — 2016
Economics
Activus Home Loans November 2003 - Present
Tax & Financial Group 2002 - 2003
Skills
Sales Management, New Business Development, Selling, Sales, Negotiation, Recruiting, Investments, Loans, Finance, Retail, Investment Properties, Refinance, Small Business, Residential Mortgages, Mortgage Banking, Loan Origination, Credit, FHA, Mortgage Lending, Management, First Time Home Buyers, Real Estate, Banking
Education
San Diego State University-California State University 1998 — 2002
Bachelor of Science (B.S.), Financial Services
QB Enterprises 2005 - Present
Tax & Financial Group October 2011 - August 2012
Coldwell Banker Bozigian Realty 2002 - 2009
Skills
Project Planning, Management Consulting, Portfolio Management, Financial Planning, Real Estate, Strategic Financial..., Finance, Strategic Planning, Financial Services, Business Strategy, Fundraising, Small Business, New Business Development, Financial Analysis, Negotiation, Public Speaking, Budgets, Customer Service, Start-ups, Investments, Wealth, Management, Entrepreneurship, Securities, Training, Leadership, Business Planning, Business Development, Asset Management, Insurance, Team Leadership, Accounting, Sales Management, Due Diligence
Education
Loyola Marymount University
BA, Business
Pacific Advisors April 2008 - Present
Tax & Financial Group 1976 - 2003
Skills
Estate Planning, Disability Insurance, Retirement Planning, Strategic Financial..., Fixed Annuities, Retirement, Series 7, Life Insurance, Long-term Care, Wealth Management, Financial Advisory, Financial Services, Financial Planners, Insurance, Mutual Funds, Investments, Securities, Health Insurance, Wealth, Financial Planning
Education
University of North Texas
BA, Mathematics
KBS Capital Markets Group June 2015 - Present
AEI Fund Management, Inc April 2014 - June 2015
KBS Capital Markets Group November 2010 - April 2014
Grubb & Ellis Securities August 2007 - September 2010
Triple Net Properties March 2004 - August 2007
Tax & Financial Group December 2001 - March 2004
Skills
Series 63, Mutual Funds, Securities, Series 6, Series 24, Asset Management, Asset Managment, Financial Advisory, Real Estate, Retirement Planning, Portfolio Management, Fixed Annuities, Wealth Management, 401k, Retirement, Investment Advisory, Variable Annuities, Strategic Financial..., Uniform Combined State..., Series 7, Sales Management, Sales Operations, Salesforce.com, Leadership, New Business Development, Business Development, Sales, Marketing Strategy, Strategy, Team Building, Cold Calling, Investments, Insurance
Education
University of California, Irvine 1999 — 2001
Bachelor of Arts, Economics
Tax & Financial Group 1980 - Present
Skills
Estate Planning, Retirement, Financial Advisory, Wealth Management, Wealth, Financial Services, Disability Insurance, Retirement Planning, Investments, Asset Allocation, Investment Advisory, Wealth Accumulation, Wealth Management..., Employee Benefits, Financial Planners, Fixed Annuities, Mutual Funds, 401k, Strategic Financial..., Series 7, Investment Strategies, Long-term Care
Education
Central Washington University 1974 — 1977
CoreLogic July 2015 - Present
Manpower July 2015 - Present
American Advisors Group (AAG Reverse Mortgage) May 2014 - June 2015
Hyundai Motor America April 2013 - May 2014
Tax & Financial Group January 2011 - February 2013
Pacific Dental Services November 2005 - February 2011
University of Florida January 2005 - October 2005
State Farm Insurance September 1997 - November 2003
Skills
Sourcing, Recruiting, Headhunt, Interviews, Employee Relations, Human Resources, Staffing Services, Resume Writing, SDLC, Leadership, Talent Management, Coaching, Customer Service, Management, Internet Recruiting, Training, Operations Management, Applicant Tracking..., New Hire Orientations, Time Management, Executive Search, College Recruiting, Technical Recruiting, Screening Resumes, Onboarding, Talent Acquisition, Program Management, HRIS, Social Networking, Temporary Placement, Hiring
Education
Orange Coast College
AA, General, Dental Assisting
Innovative Craftsmanship, LLC May 2012 - Present
Hillcrest Pharmacy April 2011 - May 2012
Tax & Financial Group December 2010 - April 2011
Independent Capital Management, Inc August 2009 - December 2010
Brooks Automotives, LLC January 2002 - August 2009
Barracuda Aquatics June 2002 - August 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, QuickBooks, Outlook, Photoshop, Construction, Investments, Manufacturing, Strategic Financial..., Financial Analysis, Retirement Planning, Securities, Estate Planning, Financial Modeling, Portfolio Management, Wealth Management, Equities, Valuation, Process Improvement, Data Analysis, Wealth Accumulation, Bloomberg Terminal, Business Development, Investment Advisory..., Real Estate, Options, Loans, Investment Banking, Hedge Funds, Team Leadership, Relationship Management, Technical Analysis, Due Diligence, Financial Risk, Funding, Operations Management, Business, Visio, Consulting, Social Networking, Economics, Capital Markets, Financial Statement..., Credit Analysis, Account Management, Research, Customer Service, Wealth Preservation...
Education
Boston University Questrom School of Business 2003 — 2008
Bachelor of Science, Business Administration in Finance; Entrepreneurship
Newport Harbor High School - DaVinci Academy 1999 — 2003
High School Diploma, Math & Science
Tax & Financial Group November 1994 - Present
Santa Ana January 1993 - December 1994
Orange County Nursery January 1964 - June 1984
Education
California Polytechnic State University-San Luis Obispo 1979 — 1983
BS, Ornamental Horticulture
College of the Sequoias 1974 — 1979
Associate of Arts (AA), Ornamental Horticulture
Tax & Financial Group June 2004 - Present
Tax & Financial Group June 2001 - October 2003
Skills
Securities, Life Insurance, Financial Planning, Certified Divorce..., Retirement Planning, Investment Management, Public Speaking
Education
San Diego State University-California State University 2002 — 2004
Bachelor of Science, Financial Services
BlackRock May 2008 - Present
Tax & Financial Group May 2007 - April 2008
Capital Reserve Advisors, Inc. July 1992 - May 2007
R.S. Panetti & Company July 1991 - May 1992
Skills
Portfolio Management, Valuation, Asset Managment, Investments, Asset Allocation, Equities, Wealth Management, Alternative Investments, Fixed Income, Mutual Funds, Securities, Series 7, Performance Attribution, Hedge Funds, Investment Strategies, Investment Advisory, Bloomberg, Derivatives, Equity Research, Financial Modeling
Education
CFA Institute 2000 — 2003
Chartered Financial Analyst, CFA Designation Awarded in 2003
University of California, Irvine 1989 — 1992
Bachelors, Economics
OCSD November 2014 - Present
Tax & Financial Group May 2007 - November 2014
Tax & Financial Group October 2006 - May 2007
Tax & Financial Group September 2005 - September 2006
Skills
IT Management, Spiceworks, Technical Support, Laserfiche, System Administration, SharePoint, Help Desk Support, Windows Server, Active Directory, Microsoft Office, Access, Windows, Microsoft Excel, Customer Service, VMware ESX, Insurance, Windows 7, CRM, Information Technology, Process Improvement, Backup Exec
Education
Chapman University 2001 — 2005
Bachelor of Science, Computer Science
Calvary Chapel
Tricon Energy, Inc. February 2015 - Present
BP February 2014 - February 2015
BP October 2010 - January 2014
BP July 2006 - September 2010
BP May 2005 - July 2006
BP May 2002 - May 2005
Tax & Financial Group February 2002 - May 2002
Media Plus July 2001 - September 2001
Kasenna July 2000 - September 2000
Skills
Business Process..., Management, Competitive Analysis, Leadership, Project Management, Sales, Sales Operations, Operations Management, B2B, Account Management, Strategy, Performance Management, Marketing
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
Master of Business Administration (MBA), Advanced International Management Certfication
University of California, Los Angeles 1997 — 2001
BA, Economics w/ specialization in Computer Programming
Fifty Square Feet Productions October 2014 - Present
Piacomm April 2014 - October 2014
Sony Electronics December 2006 - April 2014
Tax & Financial Group March 2003 - December 2006
Frames Data June 2000 - October 2002
Skills
Creative Direction, Video, User Experience, Digital Marketing, Copywriting, SEO, Marketing, Consumer Electronics, Digital Media, Web Design, Project Management, Content Strategy, Digital Strategy, Photoshop, Multi-channel Marketing, Strategic Partnerships, Product Marketing, E-commerce, Web Project Management, Integrated Marketing, Online Advertising, Social Media Marketing, Interactive Marketing, Creative Strategy, Interactive Advertising, Strategic Planning, Email Marketing, Brand Development, Online Marketing, New Media, Information Architecture, Graphic Design, Web Analytics, Flash, Product Launch, Mobile Marketing, Adobe Creative Suite, HTML, Digital Video, Content Management, Product Planning, Omniture, Brand Awareness, Premiere Pro, Final Cut Pro, After Effects, Directing Talent
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
MFA
Virginia Commonwealth University 1990 — 1994
BFA
OSI Systems January 2014 - Present
OSI Systems July 2013 - January 2014
CNA Insurance August 2012 - July 2013
Wells Fargo May 2006 - August 2012
Wachovia, A Wells Fargo Company May 2006 - June 2009
Rittal 2004 - 2005
Cingular 2003 - 2004
Tax & Financial Group 2001 - 2003
Verizon Wireless 1996 - 2001
VNA Home Health Systems 1991 - 1996
Skills
Recruiting, Cold Calling, Talent Acquisition, Applicant Tracking..., Sales, Account Management, Talent Management, New Business Development, Strategic Planning, Employee Relations, Consulting, Training, Full-life Cycle..., Public Speaking, Leadership, Diversity Champion, Organizational Learning, College Recruiting, Team Building, Interviews, Screening Resumes, Human Resources, Sourcing, Resume Writing, Executive Search, Coaching, Relationship Management, Internet Recruiting, Onboarding, Temporary Placement, Hiring, Performance Management, Staffing Services, Employee Benefits, Taleo, Organizational..., Workforce Planning, Benefits Negotiation, Succession Planning, New Hire Orientations, Contract Recruitment, Management
Education
California State University-Fullerton 1992 — 1994
California State University-Long Beach
Tax & Financial Group 1982 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1979 — 1982
J.P. Morgan 2009 - Present
Tax & Financial Group 2007 - 2009
Education
Central Washington University 2005 — 2007
Gielow Insurance Agency (Allstate) January 2011 - Present
Tax & Financial Group November 2007 - January 2011
Wells Fargo January 2006 - October 2007
Absolute Exhibits January 2004 - January 2006
Skills
Motivated, Entrepreneur, Aggressive, Fixed Annuities, Retirement, Umbrella Insurance, Banking, Legal Liability, Boat, Motorcycle, Homeowners, RV, Flood, Small Business, Investments, P&C Insurance, Life and Health Licensed, Hold Series 7, Series 66
Education
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2004
Bachelor of Science, Business
Palos Verdes Peninsula 1996 — 2000
Tax & Financial Group September 2009 - Present
Azusa Pacific University November 2009 - January 2012
Professional Baseball June 2001 - August 2009
Skills
Exit & Succession...
Education
San Diego State University-California State University 1999 — 2002
Bachelor, Kinesiology
Azusa Pacific University 2003 — 2008
Masters, Physical Education
Carlmont 1994 — 1997
Tax & Financial Group October 2011 - November 2013
BIS Consulting/Advisory Group April 2011 - August 2012
Aforma Financial Services October 2002 - July 2011
H&R Block 2008 - 2009
Zuk Financial Group March 2003 - June 2008
Moneyline July 2001 - October 2002
American Express Financial Advisors May 1999 - July 2001
Shearson Lehman Mortgage/Assistant Manager 1987 - 1993
Skills
Management, Strategic Planning, Finance, Financial Planning, Marketing, Financial Services, Public Speaking, Customer Service, Sales, Leadership
Education
Saddleback College 2010 — 2012
Accounting
University of California, Berkeley 1978 — 1981
Rhetoric
HBHS
Roth Capital Partners October 2008 - Present
Simply Sweet Apps June 2012 - Present
Jacqueline Jarrot August 2005 - January 2007
PIMCO 2003 - 2003
Tax & Financial Group 1998 - 2002
Trenwith Group, LLC 1995 - 1999
Skills
Series 7, Series 24, Equity Research, Series 63, Series 65, Product Design, Supplier Sourcing, Software Development, Mobile Applications, Business Efficiency, Data Modeling, Marketing Communications, Investment Banking, Bloomberg, Equities, Strategic Planning
Education
LATTC 2004 — 2006
Design
Pepperdine University 2000 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
Microsoft February 2015 - Present
Microsoft February 2013 - Present
Microsoft Corporation September 2009 - Present
Tax & Financial Group 2008 - 2009
New Course Capital 2007 - 2008
H & R Block October 1992 - April 2004
Skills
Strategic Planning, Business Strategy, Sales Management, Program Management, Account Management, New Business Development, Business Development, Team Leadership, Management, Cross-functional Team..., Strategy, Negotiation, Product Management, Customer Service, Team Building, Leadership, Project Management, Sales, Business Planning, Marketing Strategy, Process Improvement, Budgets, Start-ups, Business Analysis, SaaS, Enterprise Software, Strategic Partnerships, Cloud Computing, Solution Selling, Go-to-market Strategy, CRM
Education
University of Arizona 1987 — 1991
Bachelor of Science, Finance
University of Arizona 1987 — 1991
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Brighton High School
Brighton High School
LPL Financial January 2014 - Present
LPL Financial April 2012 - December 2013
LPL Financial August 2010 - April 2012
LPL July 2006 - July 2010
Tax & Financial Group 2004 - 2006
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Alternative Investments, ETFs, Strategic Financial..., Fixed Annuities, Securities, Asset Managment, Portfolio Management, Investment Advisory, Investment Strategies, Asset Allocation, Asset Management, Finance, Financial Advisory, Series 65, Retirement, FINRA, Equities, Financial Services, Separately Managed..., Series 24
Education
University of California, San Diego 2002 — 2004
BS, Economics
Los Angeles County Office of Education-LACOE January 2015 - Present
Tax & Financial Group May 2006 - January 2015
NADA Appraisal Guides April 1994 - August 2005
Skills
FLMI, ACS, AIRC, AFSI, AIAA
Education
Santa Ana College 1988 — 2008
Accounting, History
Tax & Financial Group August 2012 - Present
Prudential Financial March 1997 - July 2012
Skills
Investments, Finance, Financial Services, Retirement Planning, Financial Planning, Retirement, Series 7, Insurance, Leadership, Mutual Funds
Education
University of Southern California 1987 — 1990
B.S., Economic
Confidential July 2015 - Present
Matthews Asia January 2014 - July 2015
Moody's Analytics April 2013 - January 2014
Moody's Analytics December 2009 - April 2013
Dealflicks January 2011 - June 2011
Tax & Financial Group January 2008 - November 2008
Skills
Markit EDM, VBA, SQL, SSRS, SSIS, Microsoft Excel, Fixed Income, Financial Modeling, Structured Finance, Credit Risk, Salesforce.com, FactSet, Bloomberg, Portfolio Management, Cadis, Advent Geneva, Charles River IMS, MongoDB
Education
UC Berkeley 2012 — 2013
SQL, Oracle, Data Modeling
Moody's Analytics 2011 — 2011
Corporate Credit Rating Analysis
UC Irvine 2004 — 2008
B.A., Economics & Sociology
Tax & Financial Group February 2004 - Present
Skills
Sales, Wealth, Negotiation, Leadership, Investments, Long-term Care, PowerPoint, Microsoft Excel, Customer Service, Sales Management, Tax, Risk Management, Insurance, Life Insurance, Strategic Financial..., Succession Planning, Outlook, 401k, Small Business, Marketing, Strategic Planning, Retirement Plan..., Strategy, Healthcare, Microsoft Office, Employee Benefits, Estate Planning, Mergers, Finance, Fixed Annuities, Microsoft Word, Wealth Management
Education
California State University-Fullerton
B.A., Advertising & Communications
KBS Capital Markets Group October 2013 - Present
Tax & Financial Group November 2012 - October 2013
Education
University of Oregon 2008 — 2012
Bachelor of Science (BS), Business Administration: Sports Business Minor: Economics
Copenhagen Business School 2011 — 2011
International Management, Managerial Finance
Santa Margarita Catholic High School 2005 — 2008
Tax & Financial Group February 2014 - Present
Tax & Financial Group October 2008 - February 2014
Axis Marketing April 2004 - October 2008
ROTH Capital Partners September 2007 - December 2007
Skills
Marketing Communications, Direct Marketing, Email Marketing, Sales, Google Analytics, Product Marketing, Online Marketing, Marketing Strategy, Market Research, Advertising, Social Media Marketing, Strategy
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
Bachelor's Degree, Bachelor of Science in Business Administration with a Marketing emphasis, Cum Laude
Tax & Financial Group 2004 - Present
H&R Block 2004 - Present
Kaiser Permanente December 2000 - December 2002
Context Integration January 1995 - December 1999
Education
San Jose State University 1978 — 1980
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Bishop O'Dowd
CohnReznick LLP October 2014 - Present
DIRECTV June 2013 - August 2013
Beta Alpha Psi January 2013 - May 2013
SR Maintenance and Management May 2010 - May 2013
Tax & Financial Group June 2008 - September 2008
Skills
Microsoft Office, QuickBooks, Time Management, Microsoft Excel, Leadership, Data Entry, Data Analysis, Accounting, Risk Management, Critical Thinking, Insurance, Research, Social Media
Education
California State University-Fullerton - College of Business and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
University of Southern California 2013 — 2014
Master of Accounting
Tax & Financial Group March 2012 - Present
Education
Santa Clara University 2003 — 2007
BS, Political Science
Southern Fidelity Mortgage June 2015 - Present
Contempo Ballet April 2015 - Present
Tax & Financial Group October 2014 - April 2015
State Farm July 2013 - October 2014
State Farm Insurance May 2012 - June 2013
Access Insurance Company August 2011 - April 2012
Permanent General February 2006 - December 2007
Skills
Customer Service, Sales, Insurance, Property, Sales Management, Account Management, Call Centers, Customer Retention, Microsoft Office, Training, Team Leadership, Team Building, Marketing, Coaching, Event Planning, Professional Liability, Life Insurance, Underwriting, Liability, General Insurance, Leadership Development, Outlook, Microsoft Excel, Public Speaking
Education
Orange Coast College