The Entrust Group
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The Entrust Group Employees
Employee
Years
Job
Industry
Melanie Turner, MA Melanie Turner, MA's The Entrust Group Experience June 2005 - August 2005
Job Owner/Educator/Servant Leader
Industry Health, Wellness and Fitness
Experience
Body Awareness Play September 2015 - Present
SF Tots June 2015 - Present
Lakeside Presbyterian Center for Children May 2010 - August 2015
InterVarsity Christian Fellowship/USA August 2011 - May 2014
Gospel Gators @ SF State September 2004 - December 2011
Lakeside Presbyterian Center for Children June 2007 - May 2009
Jumpstart October 2005 - June 2007
The Entrust Group June 2005 - August 2005
Skills
Public Speaking, Teaching, Community Outreach, Nonprofits, Program Development, Creative Writing, Public Relations, Youth Mentoring, Theology, Child Development, Music, Childcare, Singing, Biblical Studies, Community Service, Cpr Certified, Youth Ministry, Program Coordination, Religion, Early Childhood..., First Aid, Recruiting, Marketing, Church Events, Interviews, Facebook, Conflict Resolution, Volunteer Recruiting, Leadership, Microsoft Office, Training, Event Planning, Fundraising, Research
Education
Hope International University 2009 — 2012
Master of Arts (M.A.), Ministry & Biblical Studies
San Francisco State University 2003 — 2007
Bachelor of Arts (B.A.), Child & Adolescent Development
City College of San Francisco
Child Development
Body Awareness Play September 2015 - Present
SF Tots June 2015 - Present
Lakeside Presbyterian Center for Children May 2010 - August 2015
InterVarsity Christian Fellowship/USA August 2011 - May 2014
Gospel Gators @ SF State September 2004 - December 2011
Lakeside Presbyterian Center for Children June 2007 - May 2009
Jumpstart October 2005 - June 2007
The Entrust Group June 2005 - August 2005
Skills
Public Speaking, Teaching, Community Outreach, Nonprofits, Program Development, Creative Writing, Public Relations, Youth Mentoring, Theology, Child Development, Music, Childcare, Singing, Biblical Studies, Community Service, Cpr Certified, Youth Ministry, Program Coordination, Religion, Early Childhood..., First Aid, Recruiting, Marketing, Church Events, Interviews, Facebook, Conflict Resolution, Volunteer Recruiting, Leadership, Microsoft Office, Training, Event Planning, Fundraising, Research
Education
Hope International University 2009 — 2012
Master of Arts (M.A.), Ministry & Biblical Studies
San Francisco State University 2003 — 2007
Bachelor of Arts (B.A.), Child & Adolescent Development
City College of San Francisco
Child Development
Darci Depweg Darci Depweg's The Entrust Group Experience January 2010 - May 2012
Job Consultant and Virtual Strategist
Industry Management Consulting
Experience
Va at Large July 2011 - Present
Steve's Woodworking & Handyman Service August 2011 - Present
Dynamic Wealth Advisors May 2012 - Present
Wilson Wealth Management January 2013 - July 2013
Centorbi Financial August 2012 - May 2013
The Entrust Group January 2010 - May 2012
EFS Administration January 2010 - July 2011
ART II February 2001 - January 2010
Taylor Group, Securities America Inc February 2001 - December 2009
Skills
Administration, Small Business, Coaching, Customer Relations, Microsoft Office, Entrepreneur, Entrepreneurship, Customer Service, Retirement, Marketing, Management, Training, Business Development, New Business Development, Alternative Investments, Financial Services, Social Media Marketing, Leadership, Social Media, Start-ups, CRM, Consulting, Investments, Client Services
Education
Troy State University 1989 — 1993
Human Services & Economics
University of Maryland - Germany 1985 — 1987
Business Management
Burroughs High School
High School Diploma
Troy University
Bachelor of Applied Science (B.A.Sc.), Human Services, General
Va at Large July 2011 - Present
Steve's Woodworking & Handyman Service August 2011 - Present
Dynamic Wealth Advisors May 2012 - Present
Wilson Wealth Management January 2013 - July 2013
Centorbi Financial August 2012 - May 2013
The Entrust Group January 2010 - May 2012
EFS Administration January 2010 - July 2011
ART II February 2001 - January 2010
Taylor Group, Securities America Inc February 2001 - December 2009
Skills
Administration, Small Business, Coaching, Customer Relations, Microsoft Office, Entrepreneur, Entrepreneurship, Customer Service, Retirement, Marketing, Management, Training, Business Development, New Business Development, Alternative Investments, Financial Services, Social Media Marketing, Leadership, Social Media, Start-ups, CRM, Consulting, Investments, Client Services
Education
Troy State University 1989 — 1993
Human Services & Economics
University of Maryland - Germany 1985 — 1987
Business Management
Burroughs High School
High School Diploma
Troy University
Bachelor of Applied Science (B.A.Sc.), Human Services, General
Serena Aisenman Serena Aisenman's The Entrust Group Experience January 2013 - February 2014
Job J.D. Candidate at UC Hastings College of the Law
Industry Legal Services
Experience
UC Hastings College of the Law August 2014 - Present
Trucker Huss June 2015 - August 2015
Firelight Media & Films July 2014 - August 2014
Lyft March 2014 - June 2014
The Entrust Group January 2013 - February 2014
The Entrust Group July 2012 - December 2012
Mon Mode, LLC December 2011 - October 2012
Sylvan Learning Centers January 2012 - May 2012
Content Equals Money December 2010 - April 2012
Peace Corps July 2008 - June 2010
Skills
Press Releases, Blogging, Facebook, Content Management, Editing, Copy Editing, Online Marketing, Photoshop, Social Media, Public Relations, Marketing Strategy, Community Outreach, Public Speaking, Social Networking, Social Media Marketing
Education
University of California, Hastings College of the Law 2014 — 2017
Juris Doctor (J.D.)
University of California, Santa Cruz 2003 — 2007
BA, Legal Studies
University College, Utrecht 2006 — 2006
Study Abroad, International Studies
UC Hastings College of the Law August 2014 - Present
Trucker Huss June 2015 - August 2015
Firelight Media & Films July 2014 - August 2014
Lyft March 2014 - June 2014
The Entrust Group January 2013 - February 2014
The Entrust Group July 2012 - December 2012
Mon Mode, LLC December 2011 - October 2012
Sylvan Learning Centers January 2012 - May 2012
Content Equals Money December 2010 - April 2012
Peace Corps July 2008 - June 2010
Skills
Press Releases, Blogging, Facebook, Content Management, Editing, Copy Editing, Online Marketing, Photoshop, Social Media, Public Relations, Marketing Strategy, Community Outreach, Public Speaking, Social Networking, Social Media Marketing
Education
University of California, Hastings College of the Law 2014 — 2017
Juris Doctor (J.D.)
University of California, Santa Cruz 2003 — 2007
BA, Legal Studies
University College, Utrecht 2006 — 2006
Study Abroad, International Studies
Katie Hamaker Katie Hamaker's The Entrust Group Experience December 2010 - October 2011
Job Account Director for AmberLeaf
Industry Information Technology and Services
Experience
AmberLeaf January 2015 - Present
Oracle March 2012 - January 2015
The Entrust Group December 2010 - October 2011
GreenLane December 2008 - December 2010
Wilson-Hamaker Consulting March 2000 - November 2010
Arcimoto, LLC March 2009 - November 2009
OsoEco August 2006 - August 2008
Rising Moon Organics February 2005 - June 2006
Skills
Oracle Applications, RightNow, Microsoft Office, WebEx, CaseComplete, iLife, Business Process, Workflow Management, CRM, Start-ups, Leadership, Entrepreneurship, Project Management
Education
University of Oregon 2005 — 2006
Certificate of Completion, Sustainability and Leadership
George Fox University 2004 — 2006
Masters in Business Administration, Management
The University of Montana - School of Business Administration 1995 — 2000
B.S., Business Admininistration with Emphasis in Finance
South Eugene High School 1988 — 1992
AmberLeaf January 2015 - Present
Oracle March 2012 - January 2015
The Entrust Group December 2010 - October 2011
GreenLane December 2008 - December 2010
Wilson-Hamaker Consulting March 2000 - November 2010
Arcimoto, LLC March 2009 - November 2009
OsoEco August 2006 - August 2008
Rising Moon Organics February 2005 - June 2006
Skills
Oracle Applications, RightNow, Microsoft Office, WebEx, CaseComplete, iLife, Business Process, Workflow Management, CRM, Start-ups, Leadership, Entrepreneurship, Project Management
Education
University of Oregon 2005 — 2006
Certificate of Completion, Sustainability and Leadership
George Fox University 2004 — 2006
Masters in Business Administration, Management
The University of Montana - School of Business Administration 1995 — 2000
B.S., Business Admininistration with Emphasis in Finance
South Eugene High School 1988 — 1992
Farah Bayan Rasulzad's The Entrust Group Experience January 2013 - September 2013
Job Communications Specialist at RPM Mortgage, Inc.
Industry Marketing and Advertising
Experience
RPM Mortgage, Inc. April 2015 - Present
Ross Stores, Inc. September 2013 - April 2015
The Entrust Group January 2013 - September 2013
The Entrust Group April 2010 - January 2013
Under the Nile August 2009 - April 2010
Santa Clara Vanguard June 2009 - August 2009
Noor TV, Inc. December 2007 - January 2009
Skills
Social Media Marketing, Event Planning, Event Management, Social Media, Trade Shows, Salesforce.com, Project Coordination, Marketing Strategy, B2B Marketing, Microsoft Office, Project Management, Adobe Creative Suite, Webinars, Event Marketing, Brand Awareness, RightNow, Client Retention..., Collateral Material..., Trade Show Management, Internal & External..., Intercultural..., Chatter, Brand Management
Education
Santa Clara University 2005 — 2009
BA, Communications/Corporate Communications
RPM Mortgage, Inc. April 2015 - Present
Ross Stores, Inc. September 2013 - April 2015
The Entrust Group January 2013 - September 2013
The Entrust Group April 2010 - January 2013
Under the Nile August 2009 - April 2010
Santa Clara Vanguard June 2009 - August 2009
Noor TV, Inc. December 2007 - January 2009
Skills
Social Media Marketing, Event Planning, Event Management, Social Media, Trade Shows, Salesforce.com, Project Coordination, Marketing Strategy, B2B Marketing, Microsoft Office, Project Management, Adobe Creative Suite, Webinars, Event Marketing, Brand Awareness, RightNow, Client Retention..., Collateral Material..., Trade Show Management, Internal & External..., Intercultural..., Chatter, Brand Management
Education
Santa Clara University 2005 — 2009
BA, Communications/Corporate Communications
Hubert F-J Bromma Hubert F-J Bromma's The Entrust Group Experience May 1992 - Present
Job Owner, Entrust Group
Industry Financial Services
Experience
The Entrust Group May 1992 - Present
Entrust Group May 1981 - Present
Entrust Administration Inc. 1981 - Present
International Bank and Trust June 2003 - May 2009
Skills
Business Strategy, Commercial Pilot, Scuba Diving, International Business, New Business Development, Management Consulting, Surfing, Winemaking, Brewing, University Teaching, Teaching Experience, Travel, Mountaineering, Real Estate Transactions, Real Property, Art, Janitorial, Production Planning, Modeling, Inventory Control, Internal Audit, IT Audit, Private Banking, Banking Operations, IT Management, German, conversational French, Cooking, Published Author, mining, Archery, Sailing
Education
San Francisco State University 1969 — 1976
BAs, Economics and Political Science
Cal Poly San Luis Obispo 1963 — 1967
Architecture and Architctural Engineering
The Entrust Group May 1992 - Present
Entrust Group May 1981 - Present
Entrust Administration Inc. 1981 - Present
International Bank and Trust June 2003 - May 2009
Skills
Business Strategy, Commercial Pilot, Scuba Diving, International Business, New Business Development, Management Consulting, Surfing, Winemaking, Brewing, University Teaching, Teaching Experience, Travel, Mountaineering, Real Estate Transactions, Real Property, Art, Janitorial, Production Planning, Modeling, Inventory Control, Internal Audit, IT Audit, Private Banking, Banking Operations, IT Management, German, conversational French, Cooking, Published Author, mining, Archery, Sailing
Education
San Francisco State University 1969 — 1976
BAs, Economics and Political Science
Cal Poly San Luis Obispo 1963 — 1967
Architecture and Architctural Engineering
Bill Neville Bill Neville's The Entrust Group Experience April 2011 - January 2012
Job Business Development Manager at The Entrust Group SelfDirected IRA Administrator
Industry Financial Services
Experience
The Entrust Group - Self-Directed IRA Administrator June 2014 - Present
The Entrust Group - Self-Directed IRA Administrator February 2012 - May 2014
The Entrust Group April 2011 - January 2012
Resources Global Professionals 2007 - 2009
Kaiser Permanente 2005 - 2007
PRG-Schultz (formerly Loder, Drew & Associates) 2003 - 2005
PRG-Schultz (formerly Loder, Drew & Associates) 2001 - 2003
Loder, Drew & Associates 1996 - 2001
ExxonMobil 1995 - 1996
ExxonMobil 1993 - 1995
Skills
Salesforce.com, Financial Reporting, Finance, Business Development, Financial Services, Forecasting, Process Improvement, Strategy, Financial Analysis, Budgets, Strategic Planning, Accounting, Leadership, Management, Analysis
Education
Penn State University 1982 — 1986
BS, Finance, Marketing
The Entrust Group - Self-Directed IRA Administrator June 2014 - Present
The Entrust Group - Self-Directed IRA Administrator February 2012 - May 2014
The Entrust Group April 2011 - January 2012
Resources Global Professionals 2007 - 2009
Kaiser Permanente 2005 - 2007
PRG-Schultz (formerly Loder, Drew & Associates) 2003 - 2005
PRG-Schultz (formerly Loder, Drew & Associates) 2001 - 2003
Loder, Drew & Associates 1996 - 2001
ExxonMobil 1995 - 1996
ExxonMobil 1993 - 1995
Skills
Salesforce.com, Financial Reporting, Finance, Business Development, Financial Services, Forecasting, Process Improvement, Strategy, Financial Analysis, Budgets, Strategic Planning, Accounting, Leadership, Management, Analysis
Education
Penn State University 1982 — 1986
BS, Finance, Marketing
Paul Buckman, MBA's The Entrust Group Experience 2002 - 2004
Job Organizational Development | Project Management | Event Production | Strategic Planning
Industry Nonprofit Organization Management
Experience
U.S. Green Building Council - Northern California Chapter August 2015 - Present
U.S. Green Building Council - Northern California Chapter March 2008 - March 2012
Language Line Services 2006 - 2008
Monterey County Youth Museum February 2006 - September 2007
The Entrust Group 2002 - 2004
Oakland Ballet Company 2001 - 2002
Robertson Stephens 1999 - 2000
Skills
Organizational..., Team Leadership, Strategic Planning, Public Speaking, Microsoft Office, Sustainability, Fundraising, Budgeting, Negotiation, Customer Relations, Customer Service, Social Media, Contract Negotiation, PowerPoint, Marketing Strategy, Event Planning, Writing, Event Management, Analysis, Non-profits, LEED, Community Outreach, Sustainable Business, Training, Energy Efficiency, Green Building, Leadership, Budgets, Nonprofits, Management, Strategy
Education
Paul Mitchell the School Sacramento 2015 — 2015
Aesthetician/Esthetician and Skin Care Specialist
Monterey Institute of International Studies 2004 — 2006
Master of Business Administration (M.B.A.), International Management
Pitzer College 1992 — 1996
Bachelor's Degree, French and Italian Studies
The York School 1988 — 1992
U.S. Green Building Council - Northern California Chapter August 2015 - Present
U.S. Green Building Council - Northern California Chapter March 2008 - March 2012
Language Line Services 2006 - 2008
Monterey County Youth Museum February 2006 - September 2007
The Entrust Group 2002 - 2004
Oakland Ballet Company 2001 - 2002
Robertson Stephens 1999 - 2000
Skills
Organizational..., Team Leadership, Strategic Planning, Public Speaking, Microsoft Office, Sustainability, Fundraising, Budgeting, Negotiation, Customer Relations, Customer Service, Social Media, Contract Negotiation, PowerPoint, Marketing Strategy, Event Planning, Writing, Event Management, Analysis, Non-profits, LEED, Community Outreach, Sustainable Business, Training, Energy Efficiency, Green Building, Leadership, Budgets, Nonprofits, Management, Strategy
Education
Paul Mitchell the School Sacramento 2015 — 2015
Aesthetician/Esthetician and Skin Care Specialist
Monterey Institute of International Studies 2004 — 2006
Master of Business Administration (M.B.A.), International Management
Pitzer College 1992 — 1996
Bachelor's Degree, French and Italian Studies
The York School 1988 — 1992
James A Jones's The Entrust Group Experience 2010 - July 2012
Job National Speaker, Author, Educator for Retirement Planning
Industry Financial Services
Experience
IRAeXchange.net July 2010 - Present
The Kingdom Trust Company July 2013 - July 2014
The Entrust Group 2010 - July 2012
Reliant Mortgage 2008 - 2010
Wells Fargo 2000 - 2008
Merrill Lynch 1994 - 2000
Skills
Investments, Private Placements, Options, Wealth Management, Joint Ventures, Retirement, Alternative Investments, Private Equity, Equities, Real Estate Economics, Real Estate Financing, Financial Structuring, Asset Managment, Valuation, Investment Strategies, Venture Capital, Financial Modeling, Investment Management, Loan Origination, Trading, Hedge Funds, Due Diligence, Fixed Income, Real Estate, Funding, Mortgage Lending, Portfolio Management, Investment Properties, Asset Management, Real Estate Transactions, IRAs, Financial Services, Investors, Strategic Financial..., Finance, Retirement Planning, Mutual Funds, Series 7, Capital Markets, Insurance, Loans, Business Development, Mergers & Acquisitions, Investment Advisory, Financial Advisory, Corporate Finance, Brokerage, Securities, Investor Relations, Derivatives
Education
Harvard University 1993 — 1995
Masters, Finance
IRAeXchange.net July 2010 - Present
The Kingdom Trust Company July 2013 - July 2014
The Entrust Group 2010 - July 2012
Reliant Mortgage 2008 - 2010
Wells Fargo 2000 - 2008
Merrill Lynch 1994 - 2000
Skills
Investments, Private Placements, Options, Wealth Management, Joint Ventures, Retirement, Alternative Investments, Private Equity, Equities, Real Estate Economics, Real Estate Financing, Financial Structuring, Asset Managment, Valuation, Investment Strategies, Venture Capital, Financial Modeling, Investment Management, Loan Origination, Trading, Hedge Funds, Due Diligence, Fixed Income, Real Estate, Funding, Mortgage Lending, Portfolio Management, Investment Properties, Asset Management, Real Estate Transactions, IRAs, Financial Services, Investors, Strategic Financial..., Finance, Retirement Planning, Mutual Funds, Series 7, Capital Markets, Insurance, Loans, Business Development, Mergers & Acquisitions, Investment Advisory, Financial Advisory, Corporate Finance, Brokerage, Securities, Investor Relations, Derivatives
Education
Harvard University 1993 — 1995
Masters, Finance
Alan Johnson's The Entrust Group Experience April 2015 - Present
Job Business Development Manager at The Entrust Group
Industry Investment Management
Experience
The Entrust Group April 2015 - Present
Johnson Harper LLC May 2009 - April 2015
Lincoln Financial Securities Corporation January 2009 - May 2009
Merrill Lynch April 2007 - December 2008
Infineum USA L.P. January 2003 - March 2007
Business Research Group (formerly BRG Townsend) September 2001 - December 2002
Expert Referral Technologies, Inc. January 2001 - December 2002
BASF Corporation April 1997 - December 2000
BASF Corporation 1995 - April 1997
BASF Corporation 1992 - 1995
Skills
Strategy, Portfolio Management, Risk Management, Investments, Market Research, Strategic Planning, Business Planning, New Business Development, Business Strategy, Business Development, Capital Markets, Management, Finance, Forecasting, ETFs, Asset Management, Analysis, Alternative Investments, Trading Strategies, Monte Carlo Simulation, Market Analysis, Hedging, Options, Derivatives, Investment Strategies, Valuation, Product Management, Entrepreneurship, Asset Allocation, Investment Management, Equities, Equity Derivatives, Investment Advisory, Equity Trading, Securities, Strategic Financial..., Start-ups
Education
Purdue University 1972 — 1977
B.S., Chemical Engineering
Anderson High School 1970 — 1972
High School
Huntington (North) High School 1968 — 1970
High School
The Entrust Group April 2015 - Present
Johnson Harper LLC May 2009 - April 2015
Lincoln Financial Securities Corporation January 2009 - May 2009
Merrill Lynch April 2007 - December 2008
Infineum USA L.P. January 2003 - March 2007
Business Research Group (formerly BRG Townsend) September 2001 - December 2002
Expert Referral Technologies, Inc. January 2001 - December 2002
BASF Corporation April 1997 - December 2000
BASF Corporation 1995 - April 1997
BASF Corporation 1992 - 1995
Skills
Strategy, Portfolio Management, Risk Management, Investments, Market Research, Strategic Planning, Business Planning, New Business Development, Business Strategy, Business Development, Capital Markets, Management, Finance, Forecasting, ETFs, Asset Management, Analysis, Alternative Investments, Trading Strategies, Monte Carlo Simulation, Market Analysis, Hedging, Options, Derivatives, Investment Strategies, Valuation, Product Management, Entrepreneurship, Asset Allocation, Investment Management, Equities, Equity Derivatives, Investment Advisory, Equity Trading, Securities, Strategic Financial..., Start-ups
Education
Purdue University 1972 — 1977
B.S., Chemical Engineering
Anderson High School 1970 — 1972
High School
Huntington (North) High School 1968 — 1970
High School
Julian Acosta Julian Acosta's The Entrust Group Experience January 2006 - May 2007
Job President at TruVestor, Inc
Industry Investment Management
Experience
TruVestor, Inc March 2010 - Present
WealthCorp101, LLC October 2009 - Present
Kaplan Virtual Education February 2008 - January 2009
J. Acosta Consulting January 2005 - January 2008
The Entrust Group January 2006 - May 2007
Office Depot 2002 - 2004
American Express Financial Advisors 1996 - 2001
Hiram Walker & Sons Ltd 1990 - 1995
Skills
Real Estate, Real Estate Investment, Asset Based Lending, Investments, Investors, Self-directed IRA..., IRAs, Cross-functional Team..., Investment Properties, Marketing, Strategy, Business Development, Leadership, Management, Integrated Marketing, Negotiation, Management Consulting, Sales, Small Business, Property Management, Team Building
Education
Landmark Education 2003 — 2010
Leadership & Personal Development
Rhode Island School of Design
BA, Illustration, Design
University of Houston
BA, Communications
TruVestor, Inc March 2010 - Present
WealthCorp101, LLC October 2009 - Present
Kaplan Virtual Education February 2008 - January 2009
J. Acosta Consulting January 2005 - January 2008
The Entrust Group January 2006 - May 2007
Office Depot 2002 - 2004
American Express Financial Advisors 1996 - 2001
Hiram Walker & Sons Ltd 1990 - 1995
Skills
Real Estate, Real Estate Investment, Asset Based Lending, Investments, Investors, Self-directed IRA..., IRAs, Cross-functional Team..., Investment Properties, Marketing, Strategy, Business Development, Leadership, Management, Integrated Marketing, Negotiation, Management Consulting, Sales, Small Business, Property Management, Team Building
Education
Landmark Education 2003 — 2010
Leadership & Personal Development
Rhode Island School of Design
BA, Illustration, Design
University of Houston
BA, Communications
Eric Golub Eric Golub's The Entrust Group Experience December 2007 - February 2012
Job SelfDirected IRA expert with passions for public speaking, training and marketing
Industry Financial Services
Experience
IRA Services Trust Company March 2014 - Present
Eric Golub Music December 1992 - Present
3 Crosses (Neighborhood) Church of Castro Valley, CA January 2013 - April 2015
Leaders in Retirement Investment Marketing San Francisco Bay Area 2013 - March 2014
Eric Golub, CISP October 2012 - March 2014
New Direction IRA, Inc. April 2012 - September 2012
The Entrust Group December 2007 - February 2012
TriNet HR Corporation October 2005 - May 2007
Charles Schwab 1999 - 2001
Franklin Templeton Investments 1997 - 1999
Skills
Investments, IRAs, Finance, Alternative Investments, Training, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Public Speaking, Customer Service, Retirement Planning, Strategic Planning, Portfolio Optimization, Webinar Development, Real Estate, Loans, New Business Development, Leadership, PowerPoint, Portfolio Management, Violin, Mortgage Lending, Pensions, Asset Management, Financial Services, Global Asset Allocation, Writing, PowerPoint 2010, Product Management, Ukulele, Business Planning, Investment Strategies, Insurance, Due Diligence, Small Business, Series 7, Securities, Financial Modeling, Risk Management, Fixed Annuities, Financial Analysis, Investment Properties, Equities, Cash Management, Financial Advisory, Entrepreneurship, Strategic Financial..., Credit, Employee Training
Education
University of Hawaii at Manoa 1988 — 1990
MA, Japanese, Ethnomusicology
University of Hawaii at Manoa 1984 — 1987
BA, Asian Studies (Japanese concentration)
IRA Services Trust Company March 2014 - Present
Eric Golub Music December 1992 - Present
3 Crosses (Neighborhood) Church of Castro Valley, CA January 2013 - April 2015
Leaders in Retirement Investment Marketing San Francisco Bay Area 2013 - March 2014
Eric Golub, CISP October 2012 - March 2014
New Direction IRA, Inc. April 2012 - September 2012
The Entrust Group December 2007 - February 2012
TriNet HR Corporation October 2005 - May 2007
Charles Schwab 1999 - 2001
Franklin Templeton Investments 1997 - 1999
Skills
Investments, IRAs, Finance, Alternative Investments, Training, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Public Speaking, Customer Service, Retirement Planning, Strategic Planning, Portfolio Optimization, Webinar Development, Real Estate, Loans, New Business Development, Leadership, PowerPoint, Portfolio Management, Violin, Mortgage Lending, Pensions, Asset Management, Financial Services, Global Asset Allocation, Writing, PowerPoint 2010, Product Management, Ukulele, Business Planning, Investment Strategies, Insurance, Due Diligence, Small Business, Series 7, Securities, Financial Modeling, Risk Management, Fixed Annuities, Financial Analysis, Investment Properties, Equities, Cash Management, Financial Advisory, Entrepreneurship, Strategic Financial..., Credit, Employee Training
Education
University of Hawaii at Manoa 1988 — 1990
MA, Japanese, Ethnomusicology
University of Hawaii at Manoa 1984 — 1987
BA, Asian Studies (Japanese concentration)
Brian Davis's The Entrust Group Experience September 2009 - April 2012
Job Accuplan San Diego|SelfDirected IRAs|SelfDirected 401ks|Checkbook control IRAs|Precious Metals IRAs
Industry Investment Management
Experience
Accuplan Benefits Services May 2012 - Present
Retirement Checkbook July 2013 - Present
The Entrust Group September 2009 - April 2012
AIG American General August 2008 - September 2009
Aflac November 2007 - August 2008
Wells Fargo Home Mortgage July 2003 - August 2007
Beneficial Finance June 2002 - June 2003
The Territory Ahead August 1999 - February 2002
Skills
Investments, Real Estate, Insurance, Mortgage Lending, Retirement, Life Insurance, IRAs, Asset Managment, Loans, Fixed Annuities, Financial Advisory, Alternative Investments, Asset Management, Strategic Financial..., Employee Benefits, Portfolio Management, Investment Strategies, Disability Insurance, Investment Properties, Mutual Funds, Series 7, Strategy, Finance, Business Development, Small Business, Funding, Financial Services, Wealth Management, Strategic Partnerships, Venture Capital, Mergers & Acquisitions, Due Diligence, Private Equity, Investment Advisory, Asset Allocation, Retirement Planning, Valuation, Wealth, Financial Modeling
Education
University of California, Santa Barbara 1997 — 2001
B.A., Communication
Accuplan Benefits Services May 2012 - Present
Retirement Checkbook July 2013 - Present
The Entrust Group September 2009 - April 2012
AIG American General August 2008 - September 2009
Aflac November 2007 - August 2008
Wells Fargo Home Mortgage July 2003 - August 2007
Beneficial Finance June 2002 - June 2003
The Territory Ahead August 1999 - February 2002
Skills
Investments, Real Estate, Insurance, Mortgage Lending, Retirement, Life Insurance, IRAs, Asset Managment, Loans, Fixed Annuities, Financial Advisory, Alternative Investments, Asset Management, Strategic Financial..., Employee Benefits, Portfolio Management, Investment Strategies, Disability Insurance, Investment Properties, Mutual Funds, Series 7, Strategy, Finance, Business Development, Small Business, Funding, Financial Services, Wealth Management, Strategic Partnerships, Venture Capital, Mergers & Acquisitions, Due Diligence, Private Equity, Investment Advisory, Asset Allocation, Retirement Planning, Valuation, Wealth, Financial Modeling
Education
University of California, Santa Barbara 1997 — 2001
B.A., Communication
Eli Margolese-Malin Eli Margolese-Malin's The Entrust Group Experience April 2007 - December 2007
Job Research Associate at Frederick S. Pardee Center for International Futures
Industry International Affairs
Experience
Frederick S. Pardee Center for International Futures August 2012 - Present
Frederick S. Pardee Center for International Futures September 2009 - July 2012
The Entrust Group April 2007 - December 2007
Skills
Editing, Creative Writing, International Relations, International..., Qualitative Research, Political Science, Copy Editing, Grant Writing, Microsoft Office, Social Media, Technical Writing, Policy Analysis, Futures Studies, Graphic Design, Data Analysis, Video Editing, Strategic Communications, Systems Theory, Science Fiction, Community Outreach, Science and Technology..., Technical Support, News Writing, Desktop Publishing
Education
University of Denver 2009 — 2011
Master of Arts (MA), International/Global Studies, 3.6
University of North Carolina at Asheville 2002 — 2007
BA, Cum Laude, Political Science, Literature (Creative Writing), 3.7
Frederick S. Pardee Center for International Futures August 2012 - Present
Frederick S. Pardee Center for International Futures September 2009 - July 2012
The Entrust Group April 2007 - December 2007
Skills
Editing, Creative Writing, International Relations, International..., Qualitative Research, Political Science, Copy Editing, Grant Writing, Microsoft Office, Social Media, Technical Writing, Policy Analysis, Futures Studies, Graphic Design, Data Analysis, Video Editing, Strategic Communications, Systems Theory, Science Fiction, Community Outreach, Science and Technology..., Technical Support, News Writing, Desktop Publishing
Education
University of Denver 2009 — 2011
Master of Arts (MA), International/Global Studies, 3.6
University of North Carolina at Asheville 2002 — 2007
BA, Cum Laude, Political Science, Literature (Creative Writing), 3.7
Tisa Sinclair's The Entrust Group Experience January 2010 - September 2011
Job Digital Marketing Consultant
Industry Marketing and Advertising
Experience
Accenture May 2015 - Present
Delta Air Lines September 2012 - March 2015
CBS Corporation September 2011 - September 2012
The Entrust Group January 2010 - September 2011
Voobon Ventures, Inc September 2008 - December 2009
Skills
Social Media Marketing, Email Marketing, Marketing, Press Releases, Sales
Education
Florida State University 2002 — 2008
B.A., English
Florida State University
M.A., Media and Communication Studies
Accenture May 2015 - Present
Delta Air Lines September 2012 - March 2015
CBS Corporation September 2011 - September 2012
The Entrust Group January 2010 - September 2011
Voobon Ventures, Inc September 2008 - December 2009
Skills
Social Media Marketing, Email Marketing, Marketing, Press Releases, Sales
Education
Florida State University 2002 — 2008
B.A., English
Florida State University
M.A., Media and Communication Studies
Pete (Pearce) Tucker's The Entrust Group Experience July 2005 - September 2010
Job Skilled Franchise Matchmaker | CEO COO Tested | Covers All Industries Including Restaurants, Retail, Service Categories
Industry Restaurants
Experience
MatchPro Franchising 2014 - Present
The Pete Tucker Restaurant and Retail Group 1999 - Present
Pizza de la Comunidad November 2010 - 2014
The Entrust Group July 2005 - September 2010
Ready Money 2003 - 2006
Rthport / Auction Destination 2000 - 2003
We The People 1999 - 2001
Einstein Noah Restaurant Group, Inc. 1996 - 1999
Blockbuster 1988 - 1996
Chi-Chi's Tex-Mex restaurants 1982 - 1988
Skills
New Business Development, Marketing Strategy, Franchising, Start-ups, Business Planning, Team Leadership, Training, Leadership, Retail, Management, Entrepreneurship, Restaurants, Marketing, Turn Around Management, Team Building, Operations Management, Negotiation, Profit, P&L, Recruiting, P&L Management, Sales, Budgets, Investments, Business Development, Social Media Marketing, Strategic Planning, Inventory Management, Sales Management, Customer Service, Coaching, Hiring, Strategy, Business Strategy, Contract Negotiation, Forecasting, Customer Satisfaction, Finance
Education
The Defiance College
Bachelor's Degree, Business Administration and Management, General
MatchPro Franchising 2014 - Present
The Pete Tucker Restaurant and Retail Group 1999 - Present
Pizza de la Comunidad November 2010 - 2014
The Entrust Group July 2005 - September 2010
Ready Money 2003 - 2006
Rthport / Auction Destination 2000 - 2003
We The People 1999 - 2001
Einstein Noah Restaurant Group, Inc. 1996 - 1999
Blockbuster 1988 - 1996
Chi-Chi's Tex-Mex restaurants 1982 - 1988
Skills
New Business Development, Marketing Strategy, Franchising, Start-ups, Business Planning, Team Leadership, Training, Leadership, Retail, Management, Entrepreneurship, Restaurants, Marketing, Turn Around Management, Team Building, Operations Management, Negotiation, Profit, P&L, Recruiting, P&L Management, Sales, Budgets, Investments, Business Development, Social Media Marketing, Strategic Planning, Inventory Management, Sales Management, Customer Service, Coaching, Hiring, Strategy, Business Strategy, Contract Negotiation, Forecasting, Customer Satisfaction, Finance
Education
The Defiance College
Bachelor's Degree, Business Administration and Management, General
Kevin Becker Kevin Becker's The Entrust Group Experience 2012 - June 2013
Job Twitter @KevinIBecker I Recruiting Manager at SNI Financial Direct Hire I Accounting & Finance I Job Search
Industry Staffing and Recruiting
Experience
SNI Companies March 2015 - Present
SNI Financial March 2015 - Present
The Entrust Group 2012 - June 2013
K.I. Becker and Associates June 2009 - June 2013
TD Ameritrade May 2008 - May 2009
Commerce Capital Markets June 2006 - January 2007
Countrywide Bank May 2005 - June 2006
PNC March 2002 - May 2005
Morgan Stanley May 2000 - December 2001
UNITED STATES MARINE CORPS August 1989 - August 1993
Skills
Recruiting, Negotiation, Sales, Finance, Business Planning, Marketing Strategy, Leadership, Strategic Planning, Management, Analysis, Business Development, Sales Management, B2B, Coaching, Employee Relations, Account Management, Performance Management, Team Building, Team Leadership, Banking, Customer Service, Financial Analysis, Portfolio Management, Investments, Marketing, Training, Human Resources, Staffing Services, Interviews
Education
Penn State University 1993 — 1997
Cardinal Dougherty 1985 — 1988
SNI Companies March 2015 - Present
SNI Financial March 2015 - Present
The Entrust Group 2012 - June 2013
K.I. Becker and Associates June 2009 - June 2013
TD Ameritrade May 2008 - May 2009
Commerce Capital Markets June 2006 - January 2007
Countrywide Bank May 2005 - June 2006
PNC March 2002 - May 2005
Morgan Stanley May 2000 - December 2001
UNITED STATES MARINE CORPS August 1989 - August 1993
Skills
Recruiting, Negotiation, Sales, Finance, Business Planning, Marketing Strategy, Leadership, Strategic Planning, Management, Analysis, Business Development, Sales Management, B2B, Coaching, Employee Relations, Account Management, Performance Management, Team Building, Team Leadership, Banking, Customer Service, Financial Analysis, Portfolio Management, Investments, Marketing, Training, Human Resources, Staffing Services, Interviews
Education
Penn State University 1993 — 1997
Cardinal Dougherty 1985 — 1988
Amber Engle Amber Engle's The Entrust Group Experience March 2014 - July 2014
Job Marketing Coordinator at Sotheby's International Realty
Industry Marketing and Advertising
Experience
Sotheby's International Realty March 2015 - Present
Petersen Dean July 2014 - January 2015
The Entrust Group March 2014 - July 2014
Stanford University July 2013 - October 2013
Idean December 2012 - July 2013
Landtech Consultants, Civil and Structural Engineers January 2012 - March 2013
DMC Insurance Administrators, Inc. June 2011 - August 2011
KHA February 2010 - June 2011
Content Magazine 2010 - 2010
Skills
Writing Skills, Online Research, Microsoft Office, PowerPoint, Excel, Dreamweaver, Adobe Acrobat, Visual Studio, Basic HTML, Event Planning, Social Media Marketing, Event Management, Photography, Photoshop, Content Writing, Microsoft Excel, Editing, Management, Marketing, Outlook, Leadership, Public Speaking, Social Networking, Facebook, Writing
Education
UC Berkeley Extension 2012 — 2014
Certificate, Marketing
Stanford Continuing Studies 2009 — 2009
Photography
San Francisco State University 2005 — 2008
Bachelor of Arts, English
Sotheby's International Realty March 2015 - Present
Petersen Dean July 2014 - January 2015
The Entrust Group March 2014 - July 2014
Stanford University July 2013 - October 2013
Idean December 2012 - July 2013
Landtech Consultants, Civil and Structural Engineers January 2012 - March 2013
DMC Insurance Administrators, Inc. June 2011 - August 2011
KHA February 2010 - June 2011
Content Magazine 2010 - 2010
Skills
Writing Skills, Online Research, Microsoft Office, PowerPoint, Excel, Dreamweaver, Adobe Acrobat, Visual Studio, Basic HTML, Event Planning, Social Media Marketing, Event Management, Photography, Photoshop, Content Writing, Microsoft Excel, Editing, Management, Marketing, Outlook, Leadership, Public Speaking, Social Networking, Facebook, Writing
Education
UC Berkeley Extension 2012 — 2014
Certificate, Marketing
Stanford Continuing Studies 2009 — 2009
Photography
San Francisco State University 2005 — 2008
Bachelor of Arts, English
Amy Schwartz Amy Schwartz's The Entrust Group Experience March 2010 - August 2011
Job Sales Marketing Manager at Pandora
Industry Marketing and Advertising
Experience
Pandora May 2015 - Present
MedAmerica August 2011 - May 2015
The Entrust Group March 2010 - August 2011
Diablo Magazine March 2008 - February 2010
Skills
Project Management, Email Marketing, Public Relations, Adobe Creative Suite, Social Media, Event Planning, Advertising, Marketing Communications, Copy Editing, Web Content Creation, Copywriting, Marketing Strategy, Salesforce.com, Press Releases, Blogging, WordPress, Graphic Design, Editing, HTML, Web Project Management, Content Development, Content Marketing, Content Strategy, Publications, Internal Communications
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
B.S., Journalism, emphasis on Public Relations
Pandora May 2015 - Present
MedAmerica August 2011 - May 2015
The Entrust Group March 2010 - August 2011
Diablo Magazine March 2008 - February 2010
Skills
Project Management, Email Marketing, Public Relations, Adobe Creative Suite, Social Media, Event Planning, Advertising, Marketing Communications, Copy Editing, Web Content Creation, Copywriting, Marketing Strategy, Salesforce.com, Press Releases, Blogging, WordPress, Graphic Design, Editing, HTML, Web Project Management, Content Development, Content Marketing, Content Strategy, Publications, Internal Communications
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
B.S., Journalism, emphasis on Public Relations
Ben Brazda Ben Brazda's The Entrust Group Experience November 2004 - August 2010
Job Filthy Motorsports OffRoad Racing
Industry Automotive
Experience
Filthy Motorsports 2008 - Present
The Entrust Group November 2004 - August 2010
Skills
Marketing, Motorsports, Sales Management, Strategic Planning, Racing, New Business Development, Entrepreneurship, Marketing Strategy, Vehicles, E-commerce, Investments, Budgets, SEO, Account Management, Negotiation, Online Marketing, Start-ups, Cloud Computing, Business Strategy, SaaS, Business Planning, Selling, Small Business, Sales
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BS
Filthy Motorsports 2008 - Present
The Entrust Group November 2004 - August 2010
Skills
Marketing, Motorsports, Sales Management, Strategic Planning, Racing, New Business Development, Entrepreneurship, Marketing Strategy, Vehicles, E-commerce, Investments, Budgets, SEO, Account Management, Negotiation, Online Marketing, Start-ups, Cloud Computing, Business Strategy, SaaS, Business Planning, Selling, Small Business, Sales
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BS
Patrick Hagen Patrick Hagen's The Entrust Group Experience June 2012 - Present
Job Regional Business Development ManagerThe Entrust Group
Industry Financial Services
Experience
The Entrust Group June 2012 - Present
Entrust New Direction IRA, Inc. July 2008 - August 2010
The Entrust Group April 2006 - May 2008
Gateway Bank of Central January 1900 - January 1900
Skills
Self-directed IRAs, Qualified Retirement..., ERISA, IRAs, UBIT, UDFI, New Business Development, Public Speaking
Education
University of Missouri-Columbia 1998 — 2002
BS, Psychological Sciences/Business Administration
The Entrust Group June 2012 - Present
Entrust New Direction IRA, Inc. July 2008 - August 2010
The Entrust Group April 2006 - May 2008
Gateway Bank of Central January 1900 - January 1900
Skills
Self-directed IRAs, Qualified Retirement..., ERISA, IRAs, UBIT, UDFI, New Business Development, Public Speaking
Education
University of Missouri-Columbia 1998 — 2002
BS, Psychological Sciences/Business Administration
Bill St John Bill St John's The Entrust Group Experience July 2012 - Present
Job Business Development Manager at The Entrust Group
Industry Financial Services
Experience
The Entrust Group July 2012 - Present
Advanced Equities October 2011 - February 2012
The University Funds October 2009 - July 2011
Partner Royal Kaanapali Real Estate Company May 2002 - September 2005
Skills
Investments, Asset Managment, Due Diligence, Portfolio Management, Financial Analysis, Business Development, Strategic Financial..., Financial Services, Real Estate, New Business Development, Financial Modeling, Strategic Planning, Wealth Management, Alternative Investments, Mortgage Lending
Education
Seattle University
Bachelor of Science (BS)
The Ohio State University
Master's degree
ccim
The Entrust Group July 2012 - Present
Advanced Equities October 2011 - February 2012
The University Funds October 2009 - July 2011
Partner Royal Kaanapali Real Estate Company May 2002 - September 2005
Skills
Investments, Asset Managment, Due Diligence, Portfolio Management, Financial Analysis, Business Development, Strategic Financial..., Financial Services, Real Estate, New Business Development, Financial Modeling, Strategic Planning, Wealth Management, Alternative Investments, Mortgage Lending
Education
Seattle University
Bachelor of Science (BS)
The Ohio State University
Master's degree
ccim
Munzer Ghosheh's The Entrust Group Experience May 2004 - Present
Job Manager
Industry Financial Services
Experience
The Entrust Group May 2004 - Present
Skills
Real Estate, Loans, Investments, Investment Properties, Investors, Asset Management, Due Diligence, Mortgage Lending, Retirement Planning, Alternative Investments, IRAs, Contract Negotiation, Real Estate Transactions, Sales
Education
Columbia College
MBA
University of Missouri-Columbia
B.S.
The Entrust Group May 2004 - Present
Skills
Real Estate, Loans, Investments, Investment Properties, Investors, Asset Management, Due Diligence, Mortgage Lending, Retirement Planning, Alternative Investments, IRAs, Contract Negotiation, Real Estate Transactions, Sales
Education
Columbia College
MBA
University of Missouri-Columbia
B.S.
Haimy Kassa's The Entrust Group Experience 2005 - Present
Job Controller /Senior Accountant at The Entrust Group Inc.
Industry Accounting
Experience
The Entrust Group - Self-Directed IRA Administrator August 2005 - Present
The Entrust Group 2005 - Present
Skills
Payroll, Account Reconciliation, Accounts Payable, Financial Reporting, Financial Accounting, Strategic Financial..., Benefits Administration
Education
California State University-Hayward - School of Business and Economics 2001 — 2004
Bachelor of Business Administration (BBA), Accounting
The Entrust Group - Self-Directed IRA Administrator August 2005 - Present
The Entrust Group 2005 - Present
Skills
Payroll, Account Reconciliation, Accounts Payable, Financial Reporting, Financial Accounting, Strategic Financial..., Benefits Administration
Education
California State University-Hayward - School of Business and Economics 2001 — 2004
Bachelor of Business Administration (BBA), Accounting
Roxanne DeCarlo's The Entrust Group Experience September 2006 - April 2010
Job Executive Director at The Empowerment Center
Industry Nonprofit Organization Management
Experience
The Empowerment Center October 2014 - Present
Dickson Realty August 2014 - Present
Hot August Nights 2012 - March 2013
Nevada Center for Entrepreneurship and Technology September 2010 - June 2011
The Entrust Group September 2006 - April 2010
Skills
Marketing Strategy, Email Marketing, Event Planning, Training, Management, Public Relations, Marketing, Budgets, Event Management, Entrepreneurship, Social Networking, Strategic Planning, Social Media Marketing, Sales, Small Business, Public Speaking, Project Planning, Time Management, New Business Development, Social Media
Education
Truckee Meadows Community College
Associate of Science (A.S.), Business Administration
The Empowerment Center October 2014 - Present
Dickson Realty August 2014 - Present
Hot August Nights 2012 - March 2013
Nevada Center for Entrepreneurship and Technology September 2010 - June 2011
The Entrust Group September 2006 - April 2010
Skills
Marketing Strategy, Email Marketing, Event Planning, Training, Management, Public Relations, Marketing, Budgets, Event Management, Entrepreneurship, Social Networking, Strategic Planning, Social Media Marketing, Sales, Small Business, Public Speaking, Project Planning, Time Management, New Business Development, Social Media
Education
Truckee Meadows Community College
Associate of Science (A.S.), Business Administration
Keith Stunek's The Entrust Group Experience 2006 - Present
Job Director at TEG
Industry Financial Services
Experience
TEG KEntrust Arizona2008 - Present
Ascensus, formerly BISYS Retirement 2006 - Present
The Entrust Group 2006 - Present
The Entrust Group 2006 - Present
Education
St. Cloud State University 1980 — 1982
TEG KEntrust Arizona2008 - Present
Ascensus, formerly BISYS Retirement 2006 - Present
The Entrust Group 2006 - Present
The Entrust Group 2006 - Present
Education
St. Cloud State University 1980 — 1982
Brian Kearney's The Entrust Group Experience 2012 - 2015
Job Regional Retirement Sales at Guardian Life
Industry Financial Services
Experience
Guardian Life 2015 - Present
The Entrust Group 2012 - 2015
DailyAccess Corporation 2007 - 2011
Columbia Management 2005 - 2007
Putnam Investments 1999 - 2005
Skills
401k, Mutual Funds, Retirement, Series 7, Series 63, Series 6, Financial Advisory, Asset Management, Defined Benefit, Business Development, Investment Strategies, AIF, PPC, Self Directed IRA, Cash Balance, 403 b, TPA, Variable Annuities, Uniform Combined State..., Investment Advisory, Investments, Fixed Annuities, Wealth Management, ETFs, Pensions, series 66, Private Equity Funding, Hedge Funds, Alternative Investments, Retirement Planning
Education
The Catholic University of America 1995 — 1999
Financial Management
Guardian Life 2015 - Present
The Entrust Group 2012 - 2015
DailyAccess Corporation 2007 - 2011
Columbia Management 2005 - 2007
Putnam Investments 1999 - 2005
Skills
401k, Mutual Funds, Retirement, Series 7, Series 63, Series 6, Financial Advisory, Asset Management, Defined Benefit, Business Development, Investment Strategies, AIF, PPC, Self Directed IRA, Cash Balance, 403 b, TPA, Variable Annuities, Uniform Combined State..., Investment Advisory, Investments, Fixed Annuities, Wealth Management, ETFs, Pensions, series 66, Private Equity Funding, Hedge Funds, Alternative Investments, Retirement Planning
Education
The Catholic University of America 1995 — 1999
Financial Management
Esme Agilar's The Entrust Group Experience January 2013 - Present
Job Administrative Assistant at The Entrust Group
Industry Nonprofit Organization Management
Experience
The Entrust Group January 2013 - Present
DNV KEMA Energy & Sustainability October 2012 - December 2012
Berkeley Student Cooperative May 2008 - August 2012
UC Berkeley Italian, Scandinavian, and Slavic Studies Department August 2005 - May 2008
Skills
Non-profits, Research, Volunteer Management, FileMaker, Microsoft Office, Community Outreach, Fundraising, Microsoft Excel, Data Entry, PowerPoint, Event Planning, Event Management, Social Media, Office Administration, Salesforce.com, Project Management, Adobe Creative Suite, Asset Management, Project Coordination, Cooperative, Nonprofits
Education
UC Berkeley 2005 — 2008
Bachelor of Arts (B.A.), Gender and Women's Studies and Anthropology
San Francisco State University 2009 — 2011
Masters, Women and Gender Studies
The Entrust Group January 2013 - Present
DNV KEMA Energy & Sustainability October 2012 - December 2012
Berkeley Student Cooperative May 2008 - August 2012
UC Berkeley Italian, Scandinavian, and Slavic Studies Department August 2005 - May 2008
Skills
Non-profits, Research, Volunteer Management, FileMaker, Microsoft Office, Community Outreach, Fundraising, Microsoft Excel, Data Entry, PowerPoint, Event Planning, Event Management, Social Media, Office Administration, Salesforce.com, Project Management, Adobe Creative Suite, Asset Management, Project Coordination, Cooperative, Nonprofits
Education
UC Berkeley 2005 — 2008
Bachelor of Arts (B.A.), Gender and Women's Studies and Anthropology
San Francisco State University 2009 — 2011
Masters, Women and Gender Studies
Lamarr Baxter's The Entrust Group Experience February 2009 - April 2012
Job Real Estate Consultant at Agents Keeping It Real White House Real Estate
Industry Financial Services
Experience
Alternative Investments & Consulting, LLC (AIC, LLC) October 2015 - Present
Agents Keeping It Real - White House Real Estate September 2015 - Present
Romo Incentives Group April 2015 - September 2015
Accuplan Benefit Services May 2012 - April 2015
The Entrust Group February 2009 - April 2012
American Union Financial Services December 2003 - January 2009
American Union Financial Services December 2003 - January 2009
Paradise Mortgage 2002 - 2003
Household Finance August 2001 - May 2002
Riviera Finance 1993 - 1995
Skills
Investments, Real Estate, Finance, Loans, Mortgage Lending, Investment Properties, Strategic Planning, Alternative Investments, Real Estate Transactions, Negotiation, Residential Homes, Portfolio Management, Retirement, New Business Development, Business Planning, Asset Management, Small Business, Business Strategy, Sales Management, IRAs, Financial Analysis, Due Diligence, Short Sales, Asset Managment, 1031 Exchanges, Self Directed IRA, Cost Segregation, Business Tax Credits, Structured Installment..., Crowd Funding, Private Placements, Self Directred IRA LLC, Hard Money Lending
Education
University of Phoenix 2000 — 2006
Marketing, Business Marketing
University of Phoenix 1999 — 2006
Bachelor's Science - Business Marketing, Business and Finance
Tamalpais High School
Alternative Investments & Consulting, LLC (AIC, LLC) October 2015 - Present
Agents Keeping It Real - White House Real Estate September 2015 - Present
Romo Incentives Group April 2015 - September 2015
Accuplan Benefit Services May 2012 - April 2015
The Entrust Group February 2009 - April 2012
American Union Financial Services December 2003 - January 2009
American Union Financial Services December 2003 - January 2009
Paradise Mortgage 2002 - 2003
Household Finance August 2001 - May 2002
Riviera Finance 1993 - 1995
Skills
Investments, Real Estate, Finance, Loans, Mortgage Lending, Investment Properties, Strategic Planning, Alternative Investments, Real Estate Transactions, Negotiation, Residential Homes, Portfolio Management, Retirement, New Business Development, Business Planning, Asset Management, Small Business, Business Strategy, Sales Management, IRAs, Financial Analysis, Due Diligence, Short Sales, Asset Managment, 1031 Exchanges, Self Directed IRA, Cost Segregation, Business Tax Credits, Structured Installment..., Crowd Funding, Private Placements, Self Directred IRA LLC, Hard Money Lending
Education
University of Phoenix 2000 — 2006
Marketing, Business Marketing
University of Phoenix 1999 — 2006
Bachelor's Science - Business Marketing, Business and Finance
Tamalpais High School
Christina Colmery's The Entrust Group Experience July 2009 - Present
Job Administrative Assistant at The Entrust Group
Industry Financial Services
Experience
The Entrust Group July 2009 - Present
Randwell Productions Inc October 2004 - May 2009
NBC Universal June 2000 - July 2004
Education
Loyola Marymount University 1997 — 1999
BA, Communications, Film Production
The Entrust Group July 2009 - Present
Randwell Productions Inc October 2004 - May 2009
NBC Universal June 2000 - July 2004
Education
Loyola Marymount University 1997 — 1999
BA, Communications, Film Production
Kevin Gafni's The Entrust Group Experience August 2007 - May 2008
Job Independent Equity Trader
Industry Capital Markets
Experience
Lerner Trading Group September 2011 - July 2012
Cedar Street Capital, LLC May 2010 - July 2010
FQ Restaurant, Inc. July 2008 - June 2009
The Entrust Group August 2007 - May 2008
FQ Restaurant, Inc. December 2006 - July 2007
Skills
Financial Modeling, Forecasting, Valuation, Budgets, Financial Analysis, Risk Management, Finance, Accounting, Team Building, Trading, Leadership, Corporate Finance, Investments, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA, Finance, Risk Management and Financial Engineering
Loyola University Chicago 2003 — 2006
BBA, Finance, Math
Lerner Trading Group September 2011 - July 2012
Cedar Street Capital, LLC May 2010 - July 2010
FQ Restaurant, Inc. July 2008 - June 2009
The Entrust Group August 2007 - May 2008
FQ Restaurant, Inc. December 2006 - July 2007
Skills
Financial Modeling, Forecasting, Valuation, Budgets, Financial Analysis, Risk Management, Finance, Accounting, Team Building, Trading, Leadership, Corporate Finance, Investments, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA, Finance, Risk Management and Financial Engineering
Loyola University Chicago 2003 — 2006
BBA, Finance, Math