TBG Financial

Industry: Company

Description

Founded: 1982 Parent organization: Prudential Retirement Holdings LLC Subsidiary: Mullin TBG Insurance Agency Services LLC

TBG Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TBG Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

TBG Financial Salaries. You can even request information on how much does TBG Financial pay if you want to. Learn about salaries, pros and cons of working for TBG Financial directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

51 TBG Financial employees in database. Find out everything there's to know about TBG Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

TBG Financial Employees

Employee
Years
Job
Industry
David Bensinger David Bensinger Boise, Idaho Area Details
David Bensinger's TBG Financial Experience December 1999 - December 2001
Job President and CEO at The Bensinger Group, Inc.
Industry Financial Services
Experience
The Bensinger Group, Inc.   October 2014 - Present
Lincoln Financial Distributors  April 2006 - September 2014
Lincoln Financial Distributors  December 2001 - April 2006
TBG Financial   December 1999 - December 2001
CRG Financial Services, Inc.   April 1999 - December 1999
Compensation Resource Group, Inc.   August 1994 - April 1999
Mullin Consulting  October 1993 - August 1994
Worldwide Church of God  June 1991 - October 1993
Ambassador International Foundation   June 1989 - April 1990

Education
College for Financial Planning
Masters of Science, Financial Planning

Ambassador University   1985 — 1991
Bachelor of Liberal Arts, Theology

UCLA   1993 — 1994
Coursework in Accounting

Josh Childress Josh Childress Orange County, California Area Details
Josh Childress's TBG Financial Experience June 2001 - September 2001
Job General Partner at IECP Ventures
Industry Venture Capital & Private Equity
Experience
IECP Ventures   June 2014 - Present
Childress Sports Academy   February 2014 - Present
Josh Childress Foundation   January 2013 - Present
Self-employed  November 2012 - Present
TBG Financial   June 2001 - September 2001

Skills
Sales Management, Public Speaking, Microsoft Office, Microsoft Excel, Coaching, Event Planning, Fundraising, Leadership, Event Management, Public Relations, Social Media, Social Media Marketing, Strategic Planning, Team Building, Leadership Development, Nonprofits, Philanthropy

Education
Stanford University   2001 — 2004
Bachelor of Arts (B.A.), Sociology

Meghan Jubach Meghan Jubach Greater Los Angeles Area Details
Meghan Jubach's TBG Financial Experience January 2001 - January 2003
Job Operations Manager/Buyer/Merchandiser at Robert Graham Designs
Industry Apparel & Fashion
Experience
Velvet Red TV   June 2012 - December 2013
Robert Graham Designs Flagship   August 2010 - September 2011
Metropolitan Talent Agency  May 2007 - March 2010
Polymer Global Holdings   August 2006 - April 2007
Somper Furs   February 2005 - January 2006
Elyse Walker  January 2003 - January 2005
TBG Financial   January 2001 - January 2003
Colette Malouf   January 2000 - January 2001

Skills
Social Media Marketing, Event Planning, Press Releases, Content Development, Event Management, Public Relations, Facebook, Social Networking, Internal Communications, Fashion, Marketing Strategy, Sales, Trend Analysis, Management, Social Media, Merchandising

Education
University of North Carolina at Wilmington   1997 — 2000
Bachelor of Arts, Communications

Eddie Yu Eddie Yu Greater Los Angeles Area Details
Eddie Yu's TBG Financial Experience 2000 - 2001
Job Trying to do more with my life...
Industry Online Media
Experience
HauteLook, a Nordstrom Company  July 2013 - April 2014
Initiative  January 2010 - June 2013
Helio  December 2006 - March 2008
Infosearch Media, Inc.   August 2002 - April 2006
TBG Financial   2000 - 2001

Education
The Johns Hopkins University
B.S., Chemical Engineering

Michael Trevor Michael Trevor Burlingame, California Details
Michael Trevor's TBG Financial Experience 1996 - 1999
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  December 2009 - Present
Wells Fargo  2003 - 2009
TBG Financial   1996 - 1999
ML Stern   1995 - 1996

Skills
Finance, Essbase, Microsoft Word, Microsoft Excel, VBA, Private Pilot, CMBS, Commercial Real Estate, Financial Modeling, Banking, Loans, Financial Analysis, Analysis, Securities, Portfolio Management, Investments, Fixed Income, Mortgage Lending, Due Diligence, Credit, Equities, Insurance, Strategy, Capital Markets, Leadership

Education
Loyola Marymount University   1999 — 2001
Master of Business Administration (M.B.A.), Finance, General

UCLA   1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government

Peggy Morales, MBA Peggy Morales, MBA Greater Los Angeles Area Details
Peggy Morales, MBA's TBG Financial Experience August 2002 - June 2003
Job Business Professional Marketing Community Affairs Sports Management
Industry Sports
Experience
Major League Baseball  July 2011 - May 2014
Major League Baseball  December 2010 - July 2011
Advantage Sales & Marketing  April 2008 - June 2009
Allstate Realty, Inc.   February 2006 - March 2008
Card Commerce International   January 2004 - January 2006
Los Angeles Clippers  September 2003 - June 2004
National Basketball Association  February 2004 - February 2004
TBG Financial   August 2002 - June 2003

Skills
Leadership, Marketing, Sports Management, Non-profits, Sports, Sports Marketing, PowerPoint, Community Outreach, Nonprofits, Customer Service, Time Management, Sales, Social Media Marketing, Social Media, Teamwork, Event Planning, Event Management, Facebook, Sponsorship, Human Resources, Budgets, Marketing Communications, Social Networking, Public Relations, Blogging, Fundraising, Access, Management, Spanish, Newsletters, Community Development, Media Relations, Press Releases

Education
San Diego State University-California State University   2010 — 2011
MBA, Masters in Business Administration, Sports Management

University of Southern California   1998 — 2002
BA, Sociology, Minor in Global Communications

Felicia Smith Felicia Smith Greater Los Angeles Area Details
Felicia Smith's TBG Financial Experience November 2002 - June 2006
Job Non Qualified Benefits Consultant at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement  2014 - Present
Paradigm Design Solutions, Inc.   2012 - Present
J.P. Morgan   2013 - September 2014
MullinTBG  April 2008 - July 2012
MullinTBG  June 2006 - April 2008
TBG Financial   November 2002 - June 2006
TBG Financial   January 2001 - November 2002
TBG Financial   March 2000 - January 2001
UCLA  June 1996 - March 2000

Skills
Client Services, Operations Management, Deferred Compensation, Retirement Solutions, Business Continuity, Staff Management, SAS70, Salesforce.com, Financial Services, Retirement, Budgets, CRM, Investments, Management, Customer Service, Process Improvement

Education
University of California, Los Angeles   1992 — 1996
Bachelor of Arts (B.A.), Sociology

Nozell Tolentino Nozell Tolentino Greater Los Angeles Area Details
Nozell Tolentino's TBG Financial Experience June 2005 - June 2007
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group  July 2014 - Present
MullinTBG, a Prudential Financial company  September 2013 - July 2014
MullinTBG, a Prudential Financial company  August 2011 - September 2013
MullinTBG, a Prudential Financial company  October 2009 - August 2011
MullinTBG, a Prudential Financial company  June 2007 - October 2009
TBG Financial   June 2005 - June 2007
TBG Financial   August 2003 - June 2005

Skills
Business Analysis, Customer Service, Insurance, Financial Services, Employee Benefits, 401k, Training, Visio, CRM, Investments, Team Leadership, Retirement

Education
University of Southern California   1989 — 1995

Harold Valenzuela Harold Valenzuela Orange County, California Area Details
Harold Valenzuela's TBG Financial Experience 2001 - 2006
Job Software QA Engineer at EMC
Industry Information Technology and Services
Experience
EMC  January 2014 - February 2015
EMC  February 2012 - January 2014
Independent Contractor  November 2009 - January 2012
Perot Systems  December 2006 - December 2009
TBG Financial   2001 - 2006
PairGain Technologies  1997 - 1997
Kaiser Permanente  1996 - 1997
Kaiser Permanente  1996 - 1997

Skills
Active Directory, System Administration, Troubleshooting, Joomla, Novell Netware, Microsoft Exchange, Microsoft SQL Server, Windows, Technical Support, Servers, Disaster Recovery, Security, Windows Server, Hyper-V, Networking, SharePoint, SAN, VMware, VMware ESX, Citrix, XP, Virtualization, Hardware, Data Center, Operating Systems, Windows 7, Storage, VPN, DNS, Storage Area Networks

Education
Santa Ana College   1986 — 1991
Associate in Science, Microprocessor Electronics

Santa Ana College   1986 — 1991
Associate in Science, Industrial Electronics

Santa Ana Valley High School   1977 — 1981
High School Diploma, College Prep

Gian Orsini Gian Orsini Greater Boston Area Details
Gian Orsini's TBG Financial Experience November 2000 - December 2001
Job Case Analyst at John Hancock
Industry Financial Services
Experience
John Hancock  December 2008 - Present
TBG Financial   November 2000 - December 2001
Boston Financial Data Services  1996 - 1997

Education
University of Massachusetts Boston

Jonas Samuelsson Jonas Samuelsson Greater San Diego Area Details
Jonas Samuelsson's TBG Financial Experience April 2004 - January 2005
Job AVP, Product Management at Equifax
Industry Computer Software
Experience
Equifax  October 2010 - Present
Anakam, Inc.   January 2005 - October 2010
TBG Financial   April 2004 - January 2005
Plutus Enterprises  August 2002 - April 2004
Host2Own.com   September 2001 - August 2002
Qualcomm  June 2001 - August 2001
AstraZeneca  June 1999 - August 2000

Skills
Agile Methodologies, Enterprise Architecture, Identity Management, SaaS, Cross-functional Team..., Product Management, Project Management, Enterprise Software, Product Development, Integration, Software Development

Education
San Diego State University-California State University   2000 — 2001
MBA, Information Systems & Decision Sciences

Louisiana State University   1995 — 1999
BS, Operations Management

Greg Moeser Greg Moeser Greater Los Angeles Area Details
Greg Moeser's TBG Financial Experience January 1997 - January 1998
Job Landscape Designer at RJM Design Group
Industry Architecture & Planning
Experience
RJM Design Group   December 2010 - Present
Cal Poly Pomona - 606 Studio   December 2009 - July 2010
Windswept Holdings, LLC  October 1999 - June 2007
TBG Financial   January 1997 - January 1998

Skills
Landscape Architecture, Graphics, Proposal Writing, Stormwater Management, Planning, Response to RFPs/RFQs, Information Technology, Social Media Marketing, Environmental Science, Project Planning, Marketing, Landscape Design, Site Planning

Education
California State Polytechnic University-Pomona   2007 — 2010
MLA, Landscape Architecture

University of RI   1992 — 1996
Bachelor of Science, Resource Development; Environmental Management

Caroline Chon Caroline Chon Greater Los Angeles Area Details
Caroline Chon's TBG Financial Experience July 2000 - October 2003
Job Freelance Production Manager at SelfEmployed
Industry Events Services
Experience
Self-Employed  January 2012 - Present
Bounce Event Marketing/AEG   November 2006 - May 2010
National CineMedia  October 2003 - November 2006
TBG Financial   July 2000 - October 2003

Skills
Social Media Marketing, Event Planning, Marketing, Business Development, Budgets, Team Building, Integrated Marketing, Event Management, Marketing Strategy, Leadership, Human Resources, Training, Social Media, Public Relations, Advertising

Education
University of California, Irvine   1995 — 2000
BA, Social Sciences

Marcia Orland Marcia Orland Santa Barbara, California Details
Marcia Orland's TBG Financial Experience 1999 - 2003
Job President, Afterglow Media
Industry Media Production
Experience
Board Resource Center   2007 - Present
Afterglow Media   October 2004 - Present
Merrill Lynch  September 2002 - September 2004
TBG Financial   1999 - 2003

Skills
Editing, Interviews, Public Speaking, Content Development, Marketing, Copy Editing, Small Business, Event Planning, Creativity, Video Editing, Videotaping, Photoshop, Advertising, Producing, Television, Entertainment, Film, Film Production, Video, New Media, Event Management, Video Production, Leadership, Photography, Dvd, Social Media Marketing, Documentaries, Blogging, Social Networking

Education
Green Mountain College   1956 — 1958
AAS, Business

Vanessa Rosemund Vanessa Rosemund Los Angeles, California Details
Vanessa Rosemund's TBG Financial Experience 1989 - 1996
Job KFT Management, Inc., Office Manager
Industry Commercial Real Estate
Experience
KFT Management, Inc.   March 2014 - Present
Castle Rock Business Services, LLC   2009 - 2013
Keenan & Associates  2000 - 2006
TBG Financial   1989 - 1996
Mullin Consulting  1984 - 1988

Skills
Change Management, Business Process..., Business Strategy, Strategy, Management Consulting, Business Analysis, Business Development, Management, Strategic Planning, Outsourcing, Business Planning, Project Management, Business Transformation, New Business Development, Sales, Employee Benefits, Customer Satisfaction

Education
University of Phoenix   2002 — 2004
Master of Arts (MA), Business Administration and Management, General

California State University-Dominguesz Hills   1972 — 1976
Bachelor's Degree, Communications-Journalism, 3.8

Donald M. Tippett, Jr. Donald M. Tippett, Jr. Costa Mesa, California Details
Donald M. Tippett, Jr.'s TBG Financial Experience 1982 - 2006
Job Managing Partner at Tippett Moorhead Financial Partners
Industry Insurance
Experience
Tippett Moorhead Financial Partners   2012 - Present
Mullin TBG   2006 - 2012
TBG Financial   1982 - 2006

Skills
Business Development, Leadership, Financial Planning, New Business Development, Operations Managment, Risk Management Strategy, Retention Strategy, Retirement Strategy, Deferred Compensation..., Supplemental Disability..., Insurance, Wealth Transfer Strategy

Education
University of Southern California
Bachelor of Business Administration (BBA)

Howard Wilson Howard Wilson Greater Los Angeles Area Details
Howard Wilson's TBG Financial Experience 2001 - 2006
Job Chief Executive Officer at Konigsberg Instruments, Inc.
Industry Medical Devices
Experience
Konigsberg Instruments, Inc.   2013 - Present
HJ Wilson Consulting   2007 - 2012
TBG Financial   2001 - 2006
Logicon Technical Services, Inc.   1998 - 2001
Logicon R&D Associates   1974 - 1998
Central Intelligence Agency  1970 - 1973

Skills
Operations Management, Business Process..., Program/Project..., Organizational..., Policy Development, Strategic Planning, Strategy, Team Building, Start-ups, Management, Sales, Consulting, Entrepreneurship

Education
Pepperdine University
MBA

University of Maryland College Park
B.A.

David B. Kamm David B. Kamm Los Angeles, California Details
David B. Kamm's TBG Financial Experience June 1999 - September 2002
Job Communications / Marketing / Branding
Industry Public Relations and Communications
Experience
Kamm Communications   September 2010 - Present
MullinTBG  September 2002 - August 2010
TBG Financial   June 1999 - September 2002
Held Properties   April 1985 - May 1999
Birtcher American Properties   February 1983 - March 1985

Skills
Corporate Branding, Cross-functional Team..., Branding & Identity, Integrated Marketing..., Creative Solutions, Project Management, Business Process..., Client Relations Skills, Social Media Strategist, Relationship Management, Business Communications, Internal Communications, Website Consultation, Proposal Writing, Copy Editing, Writing, Team Leadership, Mentoring Of Staff, Social Media Marketing, Department Budgeting, Project Planning, Financial Communications, Real Estate Development, Asset Managment, Corporate Real Estate, Presentation Development, Company Brochures, Brochure Production, Print Management, Vendor Management, Website Content..., Communication Training, Creative Direction, Legal Issues, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Outlook, Content Development

Education
Boston University School of Law
Law

Occidental College
Bachelors, Urban Studies

Seminar at Seasons 52

The University of Calgary
Environmental Design - Architecture and Urbanism

University of California, Los Angeles
Social Media, Brand Management, Integrated Marketing Communications, Marketing & Advertising Writing

Nick Gustavson Nick Gustavson Greater Los Angeles Area Details
Nick Gustavson's TBG Financial Experience 1997 - 2002
Job Cofounder, Corra Group PreEmployment Screening and Corporate Research
Industry Security and Investigations
Experience
Corra Group   April 2005 - Present
Aguilera & Associates, Inc.   2002 - 2005
TBG FINANCIAL   1997 - 2002

Skills
Start-ups, Background Checks, Business Development, Applicant Tracking..., Web Development, Screening, SEM, Recruiting, Strategic Partnerships, XML, Interviews, Public Relations, Business Strategy, Marketing, Strategic Planning, Management, Integration, Security, Campaigns, New Business Development, Training, Strategy, Entrepreneurship, Leadership

Education
University of California Los Angeles   1992 — 1996
Bachelor of Arts, Economics and English

Insurance Education Association
Workers' Compensation and General Liability (WCCP and AIC Candidate)

Tim Meade Tim Meade Greater Los Angeles Area Details
Tim Meade's TBG Financial Experience January 2000 - December 2001
Job Director at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers  April 2015 - Present
Deloitte  May 2011 - April 2015
RR Donnelley  February 2002 - May 2011
TBG Financial   January 2000 - December 2001
Northwestern Mutual Financial Network  January 1991 - January 2000

Skills
Business Development, Selling, Cross-functional Team..., Sales, Strategy, Professional Services, Business Strategy, Entrepreneurship, Consulting, Corporate Finance, Investments, Salesforce.com, Finance, Management, CRM, Enterprise Software, Outsourcing, Start-ups, Relationship Building

Education
University of California, San Diego   1986 — 1991
BA, Communications / Political Science

Loyola High School   1982 — 1986

Rachel L. Fretz, CSM Rachel L. Fretz, CSM Greater Los Angeles Area Details
Rachel L. Fretz, CSM's TBG Financial Experience 2005 - 2006
Job Communicator, Coach, ProblemSolver
Industry Information Technology and Services
Experience
CIT  August 2015 - Present
OneWest Bank  August 2013 - July 2015
Propp Properties   2008 - 2014
Disney Worldwide Services, Inc. for SMCI   2011 - 2012
MullinTBG, A Prudential Company  2008 - 2011
MullinTBG  2007 - 2008
MullinTBG  2006 - 2007
TBG Financial   2005 - 2006
TBG Financial   2003 - 2005
TBG Financial   2000 - 2003

Skills
Project Management, Business Analysis, SDLC, SQL, Visio, CRM, Process Improvement, Vendor Management, Conflict Resolution, Program Management, Cross-functional Team..., Training, Procedural Documentation, Business Process..., Software Documentation, Agile Project Management, MS Project, Insurance, Scrum, Microsoft Excel, Financial Services, Software Project..., Team Leadership, Microsoft Office, Web Project Management, Skilled Multi-tasker, Advanced Excel, Product Management, Project Planning, Agile Methodologies, Analysis, Software Development, Leadership, ITIL, Risk Management, Troubleshooting, Business Process, Cloud Computing

Education
Western Governors University   2012 — 2014
Business, IT Management

John Burroughs High School

University of California, Los Angeles

Camille Clegg Camille Clegg Los Angeles, California Details
Camille Clegg's TBG Financial Experience 1998 - 2000
Job Communications/Writing/Event Planning Assistant
Industry Writing and Editing
Experience
XYZ  April 2014 - Present
City National Bank  January 2011 - December 2013
UCLA Anderson School of Management  2006 - 2008
TTE, Inc.   2004 - 2006
TBG Financial   1998 - 2000

Skills
Public Relations, Marketing Communications, Management, Customer Service, Event Planning, Strategic Communications, Volunteer Management, Creative Writing, Writing, Resourceful,..., Polished collaborator, Editing, Accustomed to rigorous..., Excellent..., Effective Multitasker, Volunteer Coordination, Project Coordination, Cross-functional..., Promotions, Trade Promotions, Building Relationships, Project Management, Analysis, Digital Media, Marketing, Social Media, Entertainment

Education
Ashford University   2014 — 2016
Bachelor of Communication/Journalism & Mass Media

Shad Ayoub Shad Ayoub Greater Los Angeles Area Details
Shad Ayoub's TBG Financial Experience 2000 - 2005
Job Director of Applications Development at Trifecta Multimedia
Industry Computer Software
Experience
Trifecta Multimedia  August 2012 - Present
Werum Software & Systems  April 2012 - August 2012
Werum Software & Systems  August 2008 - May 2012
ACL Retail (Sprint super stores)   2005 - 2008
TBG Financial   2000 - 2005
City of Glendale, CA  1999 - 2000
Wells Fargo Bank  1995 - 1999

Skills
MES, Validation, GMP, 21 CFR Part 11, Change Control, Computer System..., GCP, Software Project..., Integrated Management..., Requirements Gathering, GAMP, Project Management, SDLC, Software Documentation, Pharmaceutical Industry, Testing, Program Management, Quality Assurance, FDA, Quality Management, Business Process, Integration, XML, Requirements Analysis, Software Quality..., Process Improvement, Oracle, Quality System, Agile Methodologies, Leadership, Strategy, Cross-functional Team..., Management, Business Analysis, Software Development, Business Process..., Microsoft Office, Sales

Education
University of Southern California - Marshall School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

California State University-Northridge   1995 — 1999
BS, Business Administration

Ernest Hui Ernest Hui Mountain View, California Details
Ernest Hui's TBG Financial Experience October 1999 - September 2001
Job Senior Case Design Analyst at Cohn Financial Group a Division of GBS Insurance and Financial Services, Inc.
Industry Financial Services
Experience
Cohn Financial Group a Division of GBS Insurance and Financial Services, Inc.   February 2015 - Present
WAI Enterprises, LLC   January 2008 - Present
CFG Business Solutions, LLC   September 2001 - December 2007
TBG Financial   October 1999 - September 2001

Skills
ChFC, Microsoft Office, Insurance, PowerPoint, Excel, Problem Solving, Word, Wordpress, Youth Work

Education
UCLA   1994 — 1998
Bachelor of Arts, Economics/International Area Studies

John Son John Son Greater Los Angeles Area Details
John Son's TBG Financial Experience September 1999 - September 2002
Job Counsel Tucker Ellis LLP
Industry Law Practice
Experience
Tucker Ellis LLP  April 2007 - Present
Los Angeles Superior Court  September 2005 - March 2007
TBG Financial   September 1999 - September 2002

Skills
Class Actions, Business Litigation, Litigation, Civil Litigation, Trials, Torts, Legal Research, Intellectual Property, Commercial Litigation, Legal Writing

Education
Loyola Law School, Loyola Marymount University   2002 — 2005
JD

University of California, Los Angeles   1995 — 1999
BS, Economics

Jenn Herzog Jenn Herzog Greater Los Angeles Area Details
Jenn Herzog's TBG Financial Experience October 1999 - October 2000
Job District Manager at Z Ultimate Self Defense Studios. Call me at (310) 4412344 to see how I can help you.
Industry Health, Wellness and Fitness
Experience
Z-Ultimate Self Defense Studios  April 1998 - Present
TBG Financial   October 1999 - October 2000
Paine Webber  1997 - October 1999
Winkler Securities   1997 - 1998
Morgan Stanley Smith Barney  1996 - 1997

Skills
Fitness, Martial Arts, Coaching, Teaching, Personal Training, Management, Leadership Development, Personal Development, Microsoft Office, Leadership, Training, Entrepreneurship, Public Speaking, Sales, Marketing, Social Networking, Customer Service, Small Business, Team Building

Education
Rutgers University-New Brunswick
Economics

Vena Tanakwang Gonzalez Vena Tanakwang Gonzalez Greater Los Angeles Area Details
Vena Tanakwang Gonzalez's TBG Financial Experience October 2002 - October 2004
Job Franchise Owner at Kumon
Industry Education Management
Experience
Kumon  March 2011 - Present
Kumon  June 2010 - February 2011
MullinTBG  March 2009 - April 2010
MullinTBG  April 2008 - February 2009
Indymac Bank  March 2007 - February 2008
Keller Williams Realty  January 2007 - January 2008
TBG Financial   October 2002 - October 2004
TBG Financial   March 2001 - September 2002
TBG Financial   August 2000 - February 2001
TBG Financial   June 1999 - July 2000

Skills
Microsoft Word, Customer Service, Microsoft Office, Employee Benefits, Team Building, Marketing, Event Planning, Insurance, Coaching, Life Insurance, Team Leadership, Leadership, Microsoft Excel, Strategic Planning, Leadership Development, Training, Management, Project Management, Social Media Marketing, Public Speaking, Outlook

Education
California State Polytechnic University-Pomona   1999 — 2006
MBA, Human Resource and Management

University of Southern California   1992 — 1996
Bachelor, Business Administration, Marketing

Nikki Lehmann Nikki Lehmann Plano, Texas Details
Nikki Lehmann's TBG Financial Experience September 2001 - November 2002
Job Office Manager at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors  March 2011 - Present
Legacy Financial Advisors  January 2009 - April 2010
Lehman Brothers  October 2007 - April 2008
AXA Advisors  March 2006 - September 2007
TBG Financial   September 2001 - November 2002
Clark/Bardes, Inc.   September 1998 - April 2001
The Inteq Group, Inc   May 1996 - September 1998

Skills
Office Management, Executive Support, Travel Arrangements, Office Administration, Calendaring, Expense Reports, Appointment Scheduling, Administrative..., Outlook, Microsoft Excel, PowerPoint, Morningstar, Insurance

Education
Texas State University-San Marcos   1992 — 1996
Bachelor's degree, Health Care Administration/Management

Shane Ohrt, MBA, PMP Shane Ohrt, MBA, PMP Cedar Rapids, Iowa Area Details
Shane Ohrt, MBA, PMP's TBG Financial Experience 2000 - 2002
Job Sr. IT Project Manager at Rockwell Collins
Industry Aviation & Aerospace
Experience
Rockwell Collins  November 2010 - Present
Iowa Health System  September 2007 - November 2010
Iowa Health System  August 2005 - September 2007
Iowa Health System  June 2002 - August 2005
TBG Financial   2000 - 2002

Skills
MS Project, Program Management, Customer Relations, Change Management, Microsoft Office, Visio, Lean Initiatives, Customer Service, Vendor Relations, Process Improvement, Requirements Gathering, Project Management, Lean Manufacturing, Management, PMP, Cross-functional Team..., Integration, Software Documentation, SharePoint, Resource Management, Quality Assurance, SDLC, Business Process, Leadership, Vendor Management, Requirements Analysis, Testing, Microsoft Project

Education
Stanford University Graduate School of Business   2015 — 2017
Professional Certificate, Advanced Project Management

University of Iowa - Henry B. Tippie College of Business   2006 — 2008
MBA

Loras College   1993 — 1997
BA, Marketing

Dalia Sabaliauskas Dalia Sabaliauskas Los Angeles, California Details
Dalia Sabaliauskas's TBG Financial Experience October 2000 - January 2003
Job Manager, Diversity & Labor Compliance at Southern California Regional Rail Authority/Metrolink
Industry Government Administration
Experience
Southern California Regional Rail Authority/Metrolink   April 2012 - January 2015
Southern California Regional Rail Authority/Metrolink   June 2011 - April 2012
Sabal Expert Consulting   November 2008 - June 2011
Perceptive Enterprises, Inc.   March 2004 - October 2008
The Solis Group  January 2003 - March 2004
TBG Financial   October 2000 - January 2003
Nelson Davis Television Productions   August 1998 - March 2000
The J. Paul Getty Trust  May 1993 - January 1998
Zimmerman Real Estate Group   May 1991 - October 1992

Skills
Business Strategy, Contract Management, Management, Training, SBE, Community Outreach, Labor Compliance, Program Management, Management Consulting, Business Development, Government, Human Resources, Risk Management, Public Relations, Leadership, Project Management, Marketing, Public Speaking, Project Planning, Proposal Writing, Budgets, Strategic Planning, Team Building, DBE, Change Management, Policy, Strategy, Procurement, Sales, Operations Management, Process Improvement, Business Process..., Negotiation, Business Planning, Recruiting, Team Leadership, Cross-functional Team..., Contract Negotiation, Organizational..., Vendor Management, Government Procurement, Leadership Development, Finance, Consulting, New Business Development, Employee Training, Construction Management, Labor Relations, California Labor Law

Education
University of Illinois at Chicago
Bachelor of Arts (B.A.), Latin American Studies and Spanish

KaDo Gorman KaDo Gorman Portland, Oregon Details
KaDo Gorman's TBG Financial Experience January 2003 - June 2004
Job President Elect at Junior League of Portland
Industry Consumer Services
Experience
Junior League of Portland  June 2015 - Present
Portland Suburban Delta Gamma   February 2013 - Present
ClubSport Oregon  February 2011 - Present
UCLA Alumni Network of Oregon and SW Washington   July 2014 - August 2015
Junior League of Portland  June 2014 - June 2015
UCLA Alumni Network of Oregon and SW Washington   July 2013 - July 2014
Junior League of Portland  June 2013 - June 2014
Junior League of Portland  June 2011 - June 2013
Imperial Capital, LLC  June 2004 - March 2007
TBG Financial   January 2003 - June 2004

Skills
Social Media, Film, Strategic Planning, Marketing, Microsoft Excel, Event Planning, Customer Service, Event Management, Social Media Marketing, Public Speaking, Microsoft Office, Marketing Strategy, Customer Satisfaction, Customer Support, Leasing, Business Development, Public Relations, Leadership, Social Networking, Training, Recruiting, Team Building, Nonprofits

Education
University of California, Los Angeles   1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General

Leon Lichter Leon Lichter Greater New York City Area Details
Leon Lichter's TBG Financial Experience 2000 - 2003
Job VP, Compensation at Broadridge
Industry Human Resources
Experience
Broadridge  April 2015 - Present
LJL Associates, LLC   September 2013 - April 2015
Marsh & McLennan Companies, Inc.   September 2003 - September 2012
Marsh & McLennan Companies, Inc.   February 2008 - September 2008
Marsh & McLennan Companies, Inc.   January 2005 - September 2008
Marsh & McLennan Companies, Inc.   September 2003 - December 2004
TBG Financial   2000 - 2003
RJR Nabisco, Inc  1991 - 2000
Sullivan & Cromwell LLP  1987 - 1991

Skills
Employee Benefits, Deferred Compensation, Corporate Governance, Human Resources, Compensation & Benefit, Executive Pay, Employment Law, Corporate Law, SEC filings, ERISA, Succession Planning, Performance Management, Securities

Education
Columbia Law School   1984 — 1987
Doctor of Law (JD)

University of Miami - School of Business
Master of Business Administration (MBA)

University of Miami
Bachelor of Arts (B.A.), Economics

Stephen Piacentini Stephen Piacentini Orange County, California Area Details
Stephen Piacentini's TBG Financial Experience 2003 - 2004
Job Senior Director, Strategic Planning and Marketing Analysis at Taco Bell
Industry Restaurants
Experience
Taco Bell  January 2013 - Present
Taco Bell  February 2011 - December 2012
Taco Bell  January 2009 - January 2011
Taco Bell  May 2007 - January 2009
Taco Bell  August 2005 - May 2007
Taco Bell  April 2004 - August 2005
TBG Financial   2003 - 2004
Strategic Capital Management   2000 - 2003

Skills
Franchising, Income Statement, Strategic Planning, Customer Insight, Cross-functional Team..., Brand Architecture, Leadership, Forecasting, Competitive Analysis, Market Research, Budgets, Retail, Management, Business Planning, Marketing Strategy, Marketing, Hospitality, Team Building, Corporate Development, Training, Multi-unit, Restaurant Management, Food Service, Business Strategy, Catering, P, Team Leadership

Education
Claremont Graduate University   2001 — 2003
Master of Arts, Policy, Economics and Business

Pitzer College   1998 — 2002
Bachelor of Arts (B.A.), Politics and Economics

JoAnn McKenna JoAnn McKenna Calabasas, California Details
JoAnn McKenna's TBG Financial Experience January 2000 - February 2003
Job Managing Partner, Gemini Education Partners
Industry Education Management
Experience
Gemini Education Partners, LLC   June 2012 - Present
Los Angeles Unified School District  March 2014 - Present
UCLA Extension  January 2014 - Present
LAUSD  February 2003 - June 2013
TBG Financial   January 2000 - February 2003

Skills
Social Studies, Gifted Education, Instructional Technology, Secondary Education, Instructional Design, Educational Consulting, Education Reform, Elementary Education, Staff Development, Classroom, Education Policy, Learning Disabilities, Adult Education, Teaching Reading, Distance Learning, Professional Learning..., Teacher Training, Educational Leadership, Curriculum Design, Curriculum Development

Education
UCLA   1970 — 1973
Doctor of Education (Ed.D.), Curriculum and Instruction

UCLA   1969 — 1970
Master of Education (M.Ed.), Elementary Education

Harvard University   1962 — 1965
Bachelor of Arts (BA), Government

Dean Dierks Dean Dierks Greater Los Angeles Area Details
Dean Dierks's TBG Financial Experience January 2001 - March 2006
Job Chief Operating Officer
Industry Information Technology and Services
Experience
Dynamic Systems Inc.*   July 2008 - Present
MullinTBG, a Prudential Financial company  January 2001 - June 2008
TBG Financial   January 2001 - March 2006

Skills
Human Resources, Employee Benefits, Cross-functional Team..., Leadership, Process Improvement, Strategic Planning, Team Building, Start-ups, Management, Business Development, Vendor Management, Program Management, CRM, New Business Development, Business Strategy, Product Management, Organizational..., Project Management, Change Management, Team Leadership, Operations Management, Budgets, Strategic Partnerships, Strategy, Account Management, Sales Management, Analysis, Entrepreneurship, Cloud Computing, Solution Selling, Sales, Contract Negotiation, Training, Business Process..., Leadership Development, Sales Operations, SaaS, Negotiation, ISO 9001

Education
Loyola Marymount University, College of Business Administration   2000 — 2002
EMBA, Executive MBA

Pepperdine University   1987 — 1991
B.A., Business Administration

Anna Lisa Torres, SPHR Anna Lisa Torres, SPHR Long Beach, California Details
Anna Lisa Torres, SPHR's TBG Financial Experience February 2004 - March 2007
Job Manager, Talent Development at ADP
Industry Financial Services
Experience
ADP - ADP Vantage HCM   June 2013 - Present
ADP  July 2009 - June 2013
ADP  March 2007 - July 2009
TBG Financial   February 2004 - March 2007
TBG Financial   March 2000 - February 2004

Skills
Talent Management, Conflict Resolution, Strategy Alignment, Virtual Teams, Recruiting, Training, Benefits Administration, CRM, Change Management, Deferred Compensation, Employee Benefits, Coaching, Performance Management, Human Resources, Strategic Partnerships, Business Strategy, Management, Analysis, Employee Relations, HRIS, Leadership, Time Management, Executive Pay, Team Leadership, Personnel Management, Employee Engagement, Training Delivery

Education
University of Phoenix   2012 — 2014
Bachelor's degree, Human Resources Development

Villanova University   2013 — 2013
Certificate Six Sigma - Green Belt

Lenny Novikov Lenny Novikov Greater Los Angeles Area Details
Lenny Novikov's TBG Financial Experience January 2002 - June 2006
Job Implementation Manager at MullinTBG
Industry Financial Services
Experience
MullinTBG  August 2012 - Present
MullinTBG  June 2006 - August 2012
TBG Financial   January 2002 - June 2006
GE  January 1999 - February 2000

Skills
Deferred Compensation, CRM, Employee Benefits, Human Resources, Mutual Funds, Trust Services, Broker-Dealer, Life Insurance

Education
Augsburg College   1995 — 1997
Bachelor of Arts (B.A.), Business Administration

Jessica Yeung Jessica Yeung Greater Los Angeles Area Details
Jessica Yeung's TBG Financial Experience June 2001 - October 2003
Job Marketing
Industry Broadcast Media
Experience
Fandango  May 2015 - Present
Kate Somerville   2014 - 2015
Yahoo!  August 2012 - August 2013
OWN: The Oprah Winfrey Network  October 2010 - July 2012
OWN: The Oprah Winfrey Network  August 2009 - October 2010
Hilton Hotels Corporation  February 2006 - August 2009
Siegel & Gale  August 2005 - December 2005
American Advanced Care Group   December 2003 - July 2005
TBG Financial   June 2001 - October 2003

Skills
Partnership Marketing, Online Advertising, Email Marketing, Digital Marketing, Integrated Marketing, Marketing Communications, Digital Strategy, CRM, New Media, Marketing Strategy, Social Media, Public Relations

Education
Marlborough School

University of California, Riverside - A. Gary Anderson Graduate School of Management
Bachelor of Science, Business Administration, Marketing

Tuan Ho Tuan Ho Los Angeles, California Details
Tuan Ho's TBG Financial Experience October 2001 - March 2007
Job Business Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group  September 2013 - Present
MullinTBG  September 2011 - September 2013
MullinTBG  March 2007 - September 2011
TBG Financial   October 2001 - March 2007

Skills
Financial Services, Business Analysis, Financial Analysis, Insurance, Investments, Visio, Securities, Mutual Funds, Asset Management, Retirement, Microsoft Excel, Project Management, Series 7, Business Process..., Series 63, Life Insurance, Employee Benefits

Education
UCLA   1994 — 1999
Bachelor of Science (B.S.), Biology

Damon Curfman Damon Curfman Morris, Minnesota Details
Damon Curfman's TBG Financial Experience September 2000 - November 2003
Job Deputy at Stevens County Sheriff's Office
Industry Law Enforcement
Experience
Stevens County Sheriffs Office   December 2005 - Present
United States Marine Corps  April 1996 - April 2004
TBG Financial   September 2000 - November 2003

Skills
Enforcement, Public Safety, Police, Emergency Management, Criminal Investigations, Criminal Justice, Crime Prevention, Government, Military, Homeland Security, Firearms, Command, Patrol, Leadership, First Responder, Investigation, Physical Security, Tactics, Team Building

Education
University of Minnesota-Morris   2007 — 2008
Spanish Language and Literature

Alexandria Technical College   2004 — 2006
Associate of Arts (A.A.), Homeland Security, Law Enforcement, Firefighting and Related Protective Services

Reinaldo Izumi Reinaldo Izumi Orange County, California Area Details
Reinaldo Izumi's TBG Financial Experience 2003 - 2004
Job Financial Advisor at BancWest Investment Services / BNP Paribas Group
Industry Financial Services
Experience
BancWest Investment Services / BNP Paribas Group   January 2015 - Present
AXA US  September 2013 - August 2014
Merrill Lynch Wealth Management  April 2012 - July 2013
GUARDIAN LIFE INSURANCE CO. OF AMERICA  December 1999 - April 2009
TBG Financial   2003 - 2004
California Bank & Trust  January 1996 - December 1999
BANK OF AMERICA  January 1994 - January 1996
CALIFORNIA CENTRAL TRUST BANK   March 1989 - November 1993

Skills
Insurance, 401k, Investments, Administration, IRA's, Plan Design, Income Properties, Roth IRA, Investment Selection, Dental, Wealth Management, Retirement Planning, Pensions, Retirement, Employee Benefits, Portfolio Management, Customer Relations, Defined Benefit, Disability Insurance, Insurance Planning, Banking, Investment Advisory, Mutual Funds, Fixed Income, Financial Planning, Asset Management, Financial Advisory, Asset Allocation, IRAs, Business Planning, Fixed Annuities, Series 7, Equities, Life Insurance

Education
University of California, Irvine   2001 — 2003
Financial Planning

Southern Illinois University, Carbondale   1980 — 1983
Finance

EconomicsLouisiana State University

EconomicsUniversity of Illinois

Liberal ArtsCollege of DuPage

Laney Brabson Laney Brabson Greater Los Angeles Area Details
Laney Brabson's TBG Financial Experience July 2002 - June 2004
Job Marketing and Development Director at Franklin Studios Architecture Corp.
Industry Design
Experience
Lincoln Financial Group  June 2004 - August 2006
TBG Financial   July 2002 - June 2004

Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, OnBase, OMD, PowerPoint, Team Leadership, conversational French, Customer Presentations, Training & Development, Photoshop, Rebranding, Marketing Strategy, Office Management, Microsoft Excel, Microsoft Word, Construction, Budgets, Hotels, Contract Negotiation, Leadership, Management, Procurement, Hospitality, Sales, Interior Design, Event Management, Social Media Marketing, Event Planning, New Business Development, Design Research, Marketing, Social Networking

Education
Occidental College   2009 — 2011
Bachelor of Arts (BA), Diplomacy and World Affairs

University of Minnesota-Twin Cities

Similar Companies