Tax & Financial Group

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Tax & Financial Group Employees

Employee
Years
Job
Industry
Andrae Miller Andrae Miller Newport Beach, California Details
Andrae Miller's Tax & Financial Group Experience October 2013 - December 2014
Job Financial Advisor at Select Planning Group Inc.
Industry Financial Services
Experience
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

Abhijit Kurup Abhijit Kurup New York, New York Details
Abhijit Kurup's Tax & Financial Group Experience August 2009 - November 2009
Job Associate at Seward & Kissel LLP
Industry Law Practice
Experience
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

Angelo Barretto Angelo Barretto San Francisco Bay Area Details
Angelo Barretto's Tax & Financial Group Experience February 1997 - March 2001
Job Visual Merchandising Coordinator at Gap Inc.
Industry Biotechnology
Experience
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

Colin Wiles Colin Wiles Orange County, California Area Details
Colin Wiles's Tax & Financial Group Experience August 2008 - December 2008
Job MBA Candidate at IE Business School | Corporate Finance and Strategy
Industry Investment Banking
Experience
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

Jack Lorenz Jack Lorenz Orange County, California Area Details
Jack Lorenz's Tax & Financial Group Experience 2011 - 2013
Job Vice President at Merrill Edge
Industry Financial Services
Experience
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

Kai Lin Kai Lin Orange County, California Area Details
Kai Lin's Tax & Financial Group Experience 2010 - 2010
Job Project Manager at General Energy Solutions
Industry Utilities
Experience
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

Vince Qi Vince Qi Greater Los Angeles Area Details
Vince Qi's Tax & Financial Group Experience May 2012 - November 2012
Job Director of Marketing
Industry Marketing and Advertising
Experience
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

Spencer Sturken Spencer Sturken Irvine, California Details
Spencer Sturken's Tax & Financial Group Experience May 2012 - September 2012
Job Leasing Associate at Retail Link Associates
Industry Commercial Real Estate
Experience
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

Alan Lindquist Alan Lindquist Laguna Beach, California Details
Alan Lindquist's Tax & Financial Group Experience May 2011 - March 2014
Job Regional Vice President at South Coast Wealth Management
Industry Financial Services
Experience
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

Kimberly McCartney Kimberly McCartney United States Details
Kimberly McCartney's Tax & Financial Group Experience January 2005 - August 2007
Job In transition
Industry Nonprofit Organization Management
Experience
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

Diana Camden Diana Camden Orange County, California Area Details
Diana Camden's Tax & Financial Group Experience May 1999 - October 2005
Job Contracts Administrator at IEEE (Los Alamitos Office)
Industry Nonprofit Organization Management
Experience
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

Dane Ferguson Dane Ferguson Tustin, California Details
Dane Ferguson's Tax & Financial Group Experience July 2009 - March 2010
Job Vice President at Absolute Exhibits, Inc.
Industry Business Supplies and Equipment
Experience
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

Shane P. Naderson MBA Shane P. Naderson MBA Orange County, California Area Details
Shane P. Naderson MBA's Tax & Financial Group Experience May 2014 - Present
Job Financial Advisor/Planner at Tax & Financial Group
Industry Entertainment
Experience
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

Sandy Tang Sandy Tang San Francisco, California Details
Sandy Tang's Tax & Financial Group Experience September 2011 - December 2011
Job Datadriven Sales Enablement & Product Marketing Professional
Industry Marketing and Advertising
Experience
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

Michelle Chien Michelle Chien Greater New York City Area Details
Michelle Chien's Tax & Financial Group Experience June 2011 - September 2011
Job Associate at Hunt Mortgage Group
Industry Commercial Real Estate
Experience
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

Darren Daye Darren Daye Orange County, California Area Details
Darren Daye's Tax & Financial Group Experience April 2005 - August 2014
Job Principal at Select Planning Group, Inc., SPG Risk Insurance Solutons, Inc.
Industry Financial Services
Experience
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

Timothy Tonella Timothy Tonella San Francisco Bay Area Details
Timothy Tonella's Tax & Financial Group Experience February 2010 - December 2011
Job Helping Boards Build Exceptional Tech Companies | Executive Recruiter | tim@matchstar.com
Industry Staffing and Recruiting
Experience
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

Brady Hampton Brady Hampton Orange County, California Area Details
Brady Hampton's Tax & Financial Group Experience June 2012 - January 2013
Job Procurement Specialist at Veritrue Components
Industry Accounting
Experience
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

Mike Soroudi Mike Soroudi Orange County, California Area Details
Mike Soroudi's Tax & Financial Group Experience June 2015 - Present
Job
Industry Financial Services
Experience
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

Lena Sterley Lena Sterley Redmond, Washington Details
Lena Sterley's Tax & Financial Group Experience 2006 - 2009
Job Readiness Business Partner US EPG at Microsoft
Industry Information Technology and Services
Experience
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

Lance Nassau Lance Nassau Long Beach, California Details
Lance Nassau's Tax & Financial Group Experience September 2010 - November 2010
Job Real Estate Agent at Keller Williams
Industry Real Estate
Experience
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

Alex Kohara Alex Kohara Orange County, California Area Details
Alex Kohara's Tax & Financial Group Experience January 2009 - June 2009
Job Associate Investment Consultant at Beacon Pointe Advisors
Industry Investment Management
Experience
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

Brandon Fuller, CFP® Brandon Fuller, CFP® Orange County, California Area Details
Brandon Fuller, CFP®'s Tax & Financial Group Experience November 2009 - July 2011
Job Investment Consultant
Industry Financial Services
Experience
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

Peter Neale Peter Neale Orange County, California Area Details
Peter Neale's Tax & Financial Group Experience May 2011 - October 2012
Job Financial Advisor
Industry Financial Services
Experience
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

Jean Diaz Jean Diaz San Diego, California Details
Jean Diaz's Tax & Financial Group Experience 2012 - October 2013
Job Non Profit Leadership Affordable Housing, Education & Senior Services
Industry Nonprofit Organization Management
Experience
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

Trevor Sparks Trevor Sparks Greater Seattle Area Details
Trevor Sparks's Tax & Financial Group Experience July 2010 - November 2010
Job Account Representative at Thomson Reuters
Industry Information Technology and Services
Experience
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

Shannon Bernard Shannon Bernard Orange County, California Area Details
Shannon Bernard's Tax & Financial Group Experience 2007 - Present
Job Director of Recruiting at Tax & Financial Group
Industry Financial Services
Experience
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

Julie A. Bower, CFP ®, CLU ® Julie A. Bower, CFP ®, CLU ® Orange County, California Area Details
Julie A. Bower, CFP ®, CLU ®'s Tax & Financial Group Experience August 1990 - Present
Job Certified Financial Planner ® Practitioner at Tax & Financial Group
Industry Financial Services
Experience
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

Scot Klein Scot Klein Orange County, California Area Details
Scot Klein's Tax & Financial Group Experience January 2010 - March 2011
Job Investment Advisor Representative at SagePoint Financial
Industry Financial Services
Experience
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

Jonathan Loc Jonathan Loc Orange County, California Area Details
Jonathan Loc's Tax & Financial Group Experience February 2002 - June 2005
Job Tax, Insurance and Financial consultant
Industry Financial Services
Experience
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

Brandon Lanford Brandon Lanford Orange County, California Area Details
Brandon Lanford's Tax & Financial Group Experience 2006 - 2007
Job Solutions Architect at All Covered
Industry Information Technology and Services
Experience
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

Kimberly Hong Kimberly Hong Monterey Park, California Details
Kimberly Hong's Tax & Financial Group Experience October 2013 - January 2014
Job Office Assistant at Admart Products
Industry Accounting
Experience
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

kent lehman kent lehman Orange County, California Area Details
kent lehman's Tax & Financial Group Experience October 2009 - July 2011
Job Financial Strategist at Lehman Strategic Alliances
Industry Financial Services
Experience
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

Jonathan Stouffer, AIF Jonathan Stouffer, AIF Orange County, California Area Details
Jonathan Stouffer, AIF's Tax & Financial Group Experience August 2002 - Present
Job Director of Investment Services
Industry Financial Services
Experience
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

Chinedu Nnadi, Ph.D. Chinedu Nnadi, Ph.D. Greater Los Angeles Area Details
Chinedu Nnadi, Ph.D.'s Tax & Financial Group Experience 2000 - 2002
Job Partner at McNNADI & COMPANY
Industry Accounting
Experience
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, CWCU Peter Green, CWCU Orange County, California Area Details
Peter Green, CWCU's Tax & Financial Group Experience 2008 - 2009
Job Independent Insurance Agent Broker
Industry Insurance
Experience
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

Kindra Wilson AIF® Kindra Wilson AIF® Orange County, California Area Details
Kindra Wilson AIF®'s Tax & Financial Group Experience September 2010 - Present
Job Director of Compliance & Branch Operations at Tax & Financial Group
Industry Financial Services
Experience
Tax & Financial Group   September 2010 - Present
Tax & Financial Group   1999 - 2010

Education
California State University-Fullerton

Rata Rojjanavaroe Rata Rojjanavaroe Orange County, California Area Details
Rata Rojjanavaroe's Tax & Financial Group Experience January 2009 - August 2009
Job Sales Associate at South Coast Plaza
Industry Financial Services
Experience
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

Mandy Haack, AIF Mandy Haack, AIF Newport Beach, California Details
Mandy Haack, AIF's Tax & Financial Group Experience August 2008 - Present
Job Senior Investment Strategist at Tax & Financial Group
Industry Financial Services
Experience
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

Jessie Dart Jessie Dart Orange, California Details
Jessie Dart's Tax & Financial Group Experience May 2014 - August 2014
Job Finance Rotation Analyst Intern at Microsoft
Industry Computer Software
Experience
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

Erina Kohara Erina Kohara Newport Beach, California Details
Erina Kohara's Tax & Financial Group Experience March 2015 - Present
Job Marketing Coordinator & Graphic Designer at Tax & Financial Group
Industry Marketing and Advertising
Experience
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

Mohirah Hall Mohirah Hall Greater Los Angeles Area Details
Mohirah Hall's Tax & Financial Group Experience May 2005 - August 2006
Job Sales Consultant at Alpha Modus Corp
Industry Management Consulting
Experience
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

Kyle Nagato Kyle Nagato Orange County, California Area Details
Kyle Nagato's Tax & Financial Group Experience October 2014 - September 2015
Job Financial Strategist
Industry Financial Services
Experience
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

L. W. H. II L. W. H. II Newport Beach, California Details
L. W. H. II's Tax & Financial Group Experience March 2014 - October 2014
Job F. A. at Waddell & Reed
Industry Public Relations and Communications
Experience
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

Cameron Taylor Cameron Taylor Greater Los Angeles Area Details
Cameron Taylor's Tax & Financial Group Experience 2003 - 2004
Job Sales & Alliance Manager at Cornerstone OnDemand
Industry Computer Software
Experience
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

Mark A. Sterley, CFP® Mark A. Sterley, CFP® Greater Seattle Area Details
Mark A. Sterley, CFP®'s Tax & Financial Group Experience 2006 - 2010
Job CERTIFIED FINANCIAL PLANNER™ Professional at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Sheri Huston Sheri Huston Orange County, California Area Details
Sheri Huston's Tax & Financial Group Experience Executive Assistant, Case ManagerTax & Financial GroupNovember 1991 - Present
Job at
Industry Financial Services
Experience
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

Jamisen Allen, CFA Jamisen Allen, CFA Orange County, California Area Details
Jamisen Allen, CFA's Tax & Financial Group Experience July 2012 - Present
Job Financial Strategist
Industry Investment Management
Experience
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

David Ventura David Ventura Ladera Ranch, California Details
David Ventura's Tax & Financial Group Experience April 2013 - December 2014
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
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

Catherine Duarte Catherine Duarte Orlando, Florida Details
Catherine Duarte's Tax & Financial Group Experience September 2014 - Present
Job Orange Tax & Service Center
Industry Financial Services
Experience
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

Kyle Jackson Kyle Jackson San Francisco Bay Area Details
Kyle Jackson's Tax & Financial Group Experience May 2013 - August 2013
Job Strategic Planning Intern at Cresa
Industry Real Estate
Experience
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

Brian Chaplin Brian Chaplin Irvine, California Details
Brian Chaplin's Tax & Financial Group Experience 2002 - 2003
Job Vice President / Recruitment at Activus Home Loans
Industry Real Estate
Experience
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

Michelle Rago Michelle Rago Tacoma, Washington Details
Michelle Rago's Tax & Financial Group Experience October 2011 - August 2012
Job President at QB Enterprises
Industry Leisure, Travel & Tourism
Experience
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

Molly Crippen Molly Crippen Greater Los Angeles Area Details
Molly Crippen's Tax & Financial Group Experience 1976 - 2003
Job VP of Sales Management at Pacific Advisors
Industry Financial Services
Experience
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

Simon Brower Simon Brower Orange County, California Area Details
Simon Brower's Tax & Financial Group Experience December 2001 - March 2004
Job Regional Vice President, KBS Capital Markets Group
Industry Financial Services
Experience
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

Debbie Paul, CLU®, ChFC® Debbie Paul, CLU®, ChFC® Orange County, California Area Details
Debbie Paul, CLU®, ChFC®'s Tax & Financial Group Experience 1980 - Present
Job Financial Advisor at Tax & Financial Group
Industry Financial Services
Experience
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

Arlene Bulucianu Arlene Bulucianu Orange County, California Area Details
Arlene Bulucianu's Tax & Financial Group Experience January 2011 - February 2013
Job Sr. Recruiter Consultant with Manpower Group RPO Corelogic
Industry Human Resources
Experience
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

Clark Brooks Clark Brooks Greater San Diego Area Details
Clark Brooks's Tax & Financial Group Experience December 2010 - April 2011
Job Owner/CEO at Innovative Craftsmanship, LLC
Industry Construction
Experience
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

Art Veyna Art Veyna Orange County, California Area Details
Art Veyna's Tax & Financial Group Experience November 1994 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Erin McMann, CFP Erin McMann, CFP Orange County, California Area Details
Erin McMann, CFP's Tax & Financial Group Experience June 2004 - Present
Job Financial Advisor at Tax & Financial Group
Industry Financial Services
Experience
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

Robert Panetti, CFA Robert Panetti, CFA Orange County, California Area Details
Robert Panetti, CFA's Tax & Financial Group Experience May 2007 - April 2008
Job Portfolio Manager
Industry Investment Management
Experience
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

Chad Crow Chad Crow Orange County, California Area Details
Chad Crow's Tax & Financial Group Experience May 2007 - November 2014
Job
Industry Information Technology and Services
Experience
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

Natalie Nader Natalie Nader Orange County, California Area Details
Natalie Nader's Tax & Financial Group Experience February 2002 - May 2002
Job Director, Petcoke Trading at Tricon International, Ltd.
Industry Oil & Energy
Experience
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

David Jester David Jester Greater San Diego Area Details
David Jester's Tax & Financial Group Experience March 2003 - December 2006
Job Director/DP at Fifty Square Feet Productions
Industry Internet
Experience
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

Alicia Fernandez Alicia Fernandez Greater Los Angeles Area Details
Alicia Fernandez's Tax & Financial Group Experience 2001 - 2003
Job Talent Acquisition Manager at OSI Systems
Industry Human Resources
Experience
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

Lance Rubachko Lance Rubachko Orange County, California Area Details
Lance Rubachko's Tax & Financial Group Experience 1982 - Present
Job Financial Advisor, Tax & Financial Group
Industry Financial Services
Experience
Tax & Financial Group   1982 - Present

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1979 — 1982

Greg Mattson Greg Mattson Greater Seattle Area Details
Greg Mattson's Tax & Financial Group Experience 2007 - 2009
Job Financial Advisor at JP Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan   2009 - Present
Tax & Financial Group   2007 - 2009

Education
Central Washington University   2005 — 2007

Ross Gielow Ross Gielow Orange County, California Area Details
Ross Gielow's Tax & Financial Group Experience November 2007 - January 2011
Job Owner at Gielow Insurance Agency (Allstate)
Industry Insurance
Experience
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

Ben Julianel Ben Julianel Orange County, California Area Details
Ben Julianel's Tax & Financial Group Experience September 2009 - Present
Job Financial Strategist
Industry Financial Services
Experience
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

Michelle Greenwood Michelle Greenwood Orange County, California Area Details
Michelle Greenwood's Tax & Financial Group Experience October 2011 - November 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

Sarra Schuster Sarra Schuster Palm Springs, California Details
Sarra Schuster's Tax & Financial Group Experience 1998 - 2002
Job Equity Research Editorial team @ ROTH Capital and CoFounder & CFO at Simply Sweet Apps
Industry Financial Services
Experience
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

Corey Nagel Corey Nagel Greater Seattle Area Details
Corey Nagel's Tax & Financial Group Experience 2008 - 2009
Job Partner Sales Executive at Microsoft
Industry Computer Software
Experience
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

Nick Hillman, CFP®, AIF® Nick Hillman, CFP®, AIF® Greater Denver Area Details
Nick Hillman, CFP®, AIF®'s Tax & Financial Group Experience 2004 - 2006
Job Regional Advisory Consultant
Industry Financial Services
Experience
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

Pamela Piotraschke Pamela Piotraschke Greater Los Angeles Area Details
Pamela Piotraschke's Tax & Financial Group Experience May 2006 - January 2015
Job Executive Assistant at Los Angeles County Office of EducationLACOE
Industry Government Administration
Experience
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

Daniel A. Cota Daniel A. Cota Newport Beach, California Details
Daniel A. Cota's Tax & Financial Group Experience August 2012 - Present
Job Financial Advisor at Tax & Financial Group
Industry Financial Services
Experience
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

Morris Chen Morris Chen Greater Boston Area Details
Morris Chen's Tax & Financial Group Experience January 2008 - November 2008
Job Consultant
Industry Information Technology and Services
Experience
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

Sandra Joan Tipton Sandra Joan Tipton Newport Beach, California Details
Sandra Joan Tipton's Tax & Financial Group Experience February 2004 - Present
Job Insurance Specialist
Industry Financial Services
Experience
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

Patrick Hull Patrick Hull Orange County, California Area Details
Patrick Hull's Tax & Financial Group Experience November 2012 - October 2013
Job Internal Sales Associate at KBS Capital Markets Group
Industry Financial Services
Experience
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

Christine (Bond) Tapia Christine (Bond) Tapia Orange County, California Area Details
Christine (Bond) Tapia's Tax & Financial Group Experience February 2014 - Present
Job Director of Office Operations at Tax & Financial Group
Industry Financial Services
Experience
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

suzanne zazzi suzanne zazzi San Francisco Bay Area Details
suzanne zazzi's Tax & Financial Group Experience 2004 - Present
Job tax consultant at Tax & Financial Group
Industry Financial Services
Experience
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

Nathan Lozano Nathan Lozano Greater Los Angeles Area Details
Nathan Lozano's Tax & Financial Group Experience June 2008 - September 2008
Job Audit Associate at CohnReznick LLP
Industry Higher Education
Experience
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

Nick Lasater Nick Lasater Newport Beach, California Details
Nick Lasater's Tax & Financial Group Experience March 2012 - Present
Job Financial Advisor at Tax & Financial Group
Industry Financial Services
Experience
Tax & Financial Group   March 2012 - Present

Education
Santa Clara University   2003 — 2007
BS, Political Science

Edgar Arreola Edgar Arreola Orange County, California Area Details
Edgar Arreola's Tax & Financial Group Experience October 2014 - April 2015
Job Marketing Representative at Southern Fidelity Mortgage
Industry Financial Services
Experience
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