The Entrust Group - Self-Directed IRA Administrator
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The Entrust Group - Self-Directed IRA Administrator Employees
Employee
Years
Job
Industry
Reza Abcari Reza Abcari's The Entrust Group - Self-Directed IRA Administrator Experience August 2015 - Present
Job Sr. Operations Manager at The Entrust Group SelfDirected IRA Administrator
Industry Financial Services
Experience
The Entrust Group - Self-Directed IRA Administrator August 2015 - Present
Charles Schwab & Co., Inc. April 2004 - Present
Charles Schwab & Co., Inc. November 1998 - December 2003
All Environmental Inc. January 1997 - November 1998
Vision Reforestation April 1994 - January 1997
Skills
Securities, Series 7, Financial Services, Team Building, Equities, Options, Mutual Funds, Capital Markets, Bonds, Fixed Income, Trading, Hedge Funds, Investment Management, Trading Systems, ETFs, Equity Derivatives, Derivatives, Valuation, Bloomberg, Electronic Trading, Relationship Management, Equity Research, Series 24, Structured Products, Investment Strategies, Asset Allocation, Financial Markets, Series 63, Equity Trading, Wealth Management, Uniform Combined State..., Due Diligence, Corporate Actions, Asset Managment, Private Equity, AML, Investment Banking, Alternative Investments, Financial Advisory, Banking, Strategic Financial..., Financial Risk, Investment Advisory, Investments, Risk Management, FINRA, Financial Analysis, Financial Modeling, Portfolio Management, Retirement Planning
Education
Saint Mary's College of California
Master of Science, Financial Analysis and Investment Management (MS-FAIM)
The University of British Columbia
Bachelor's, Sciences (Major: Chemistry)
The Entrust Group - Self-Directed IRA Administrator August 2015 - Present
Charles Schwab & Co., Inc. April 2004 - Present
Charles Schwab & Co., Inc. November 1998 - December 2003
All Environmental Inc. January 1997 - November 1998
Vision Reforestation April 1994 - January 1997
Skills
Securities, Series 7, Financial Services, Team Building, Equities, Options, Mutual Funds, Capital Markets, Bonds, Fixed Income, Trading, Hedge Funds, Investment Management, Trading Systems, ETFs, Equity Derivatives, Derivatives, Valuation, Bloomberg, Electronic Trading, Relationship Management, Equity Research, Series 24, Structured Products, Investment Strategies, Asset Allocation, Financial Markets, Series 63, Equity Trading, Wealth Management, Uniform Combined State..., Due Diligence, Corporate Actions, Asset Managment, Private Equity, AML, Investment Banking, Alternative Investments, Financial Advisory, Banking, Strategic Financial..., Financial Risk, Investment Advisory, Investments, Risk Management, FINRA, Financial Analysis, Financial Modeling, Portfolio Management, Retirement Planning
Education
Saint Mary's College of California
Master of Science, Financial Analysis and Investment Management (MS-FAIM)
The University of British Columbia
Bachelor's, Sciences (Major: Chemistry)
Amanda Horstmann Amanda Horstmann's The Entrust Group - Self-Directed IRA Administrator Experience June 2013 - Present
Job Senior Administrative Assistant at The Entrust Group
Industry Financial Services
Experience
The Entrust Group - Self-Directed IRA Administrator June 2013 - Present
PNC January 2013 - May 2013
Salon Escape July 2010 - December 2012
Skills
IRAs, Investments, Self Directed IRA, Spanish, Hair Care, Barista Training
Education
University of Missouri-Columbia 2006 — 2009
Bachelor's degree, Finance, Spanish
Eureka High School 2002 — 2006
General
The Entrust Group - Self-Directed IRA Administrator June 2013 - Present
PNC January 2013 - May 2013
Salon Escape July 2010 - December 2012
Skills
IRAs, Investments, Self Directed IRA, Spanish, Hair Care, Barista Training
Education
University of Missouri-Columbia 2006 — 2009
Bachelor's degree, Finance, Spanish
Eureka High School 2002 — 2006
General
Courtney Linder Courtney Linder's The Entrust Group - Self-Directed IRA Administrator Experience August 2005 - September 2006
Job Administrative Specialist at Alameda Health System
Industry Executive Office
Experience
Alameda Health System Contract Executive AssistantThe Bridgespan Group2013 - 2013
Bay Area Beverage January 2009 - June 2012
The Entrust Group - Self-Directed IRA Administrator August 2005 - September 2006
Pfizer May 2001 - November 2003
Primedia Publications April 1999 - April 2001
Skills
Executive..., Event Planning, Financial Reporting, Written Correspondence, Executive Calendar..., Conference Coordination, Expense Reports, Travel Arrangements, Project Coordination, Market Research, Product Marketing, Designing Marketing..., Database Administration, Microsoft Office, Microsoft Excel, PowerPoint development, QuickBooks, Learn New Software..., Trade Shows, Highly detail oriented, Nonprofits, Positive Can-do Attitude, Proactive self-starter, Highly Organized &..., Handle Multiple Projects, Work in A Fast Paced..., Flexibility, Database Design, Administration, Newsletters, Administrative..., Event Management, Microsoft Publisher
Education
Florida State University 1994 — 1998
Bachelor of Science (B.S.), History & Economics
Gibbons
Alameda Health System Contract Executive AssistantThe Bridgespan Group2013 - 2013
Bay Area Beverage January 2009 - June 2012
The Entrust Group - Self-Directed IRA Administrator August 2005 - September 2006
Pfizer May 2001 - November 2003
Primedia Publications April 1999 - April 2001
Skills
Executive..., Event Planning, Financial Reporting, Written Correspondence, Executive Calendar..., Conference Coordination, Expense Reports, Travel Arrangements, Project Coordination, Market Research, Product Marketing, Designing Marketing..., Database Administration, Microsoft Office, Microsoft Excel, PowerPoint development, QuickBooks, Learn New Software..., Trade Shows, Highly detail oriented, Nonprofits, Positive Can-do Attitude, Proactive self-starter, Highly Organized &..., Handle Multiple Projects, Work in A Fast Paced..., Flexibility, Database Design, Administration, Newsletters, Administrative..., Event Management, Microsoft Publisher
Education
Florida State University 1994 — 1998
Bachelor of Science (B.S.), History & Economics
Gibbons
Whitney Zeller Whitney Zeller's The Entrust Group - Self-Directed IRA Administrator Experience November 2013 - April 2014
Job International Education Professional
Industry Education Management
Experience
ELS Educational Services, Inc April 2014 - Present
The Entrust Group - Self-Directed IRA Administrator November 2013 - April 2014
San Jose State University May 2013 - November 2013
The Mountain Winery January 2013 - May 2013
San Jose State University July 2012 - May 2013
Hilton Garden Inn May 2012 - July 2012
San Jose State University August 2011 - May 2012
San Jose State University May 2011 - August 2011
Target June 2008 - April 2011
Skills
Customer Service, Microsoft Word, Organization, Data Entry, PowerPoint, Microsoft Excel, Event Management, Microsoft Office, Food & Beverage, Event Planning, Time Management, Teamwork, Research, Fundraising, Marketing, Hospitality Management, Training, Hospitality
Education
San Jose State University 2011 — 2013
BS, Hospitality
Shasta College 2009 — 2011
GE, Hospitality
ELS Educational Services, Inc April 2014 - Present
The Entrust Group - Self-Directed IRA Administrator November 2013 - April 2014
San Jose State University May 2013 - November 2013
The Mountain Winery January 2013 - May 2013
San Jose State University July 2012 - May 2013
Hilton Garden Inn May 2012 - July 2012
San Jose State University August 2011 - May 2012
San Jose State University May 2011 - August 2011
Target June 2008 - April 2011
Skills
Customer Service, Microsoft Word, Organization, Data Entry, PowerPoint, Microsoft Excel, Event Management, Microsoft Office, Food & Beverage, Event Planning, Time Management, Teamwork, Research, Fundraising, Marketing, Hospitality Management, Training, Hospitality
Education
San Jose State University 2011 — 2013
BS, Hospitality
Shasta College 2009 — 2011
GE, Hospitality
Elena Calvillo's The Entrust Group - Self-Directed IRA Administrator Experience August 2011 - February 2015
Job Email/Digital Marketing at MUFG Union Bank, N.A.
Industry Financial Services
Experience
Union Bank February 2015 - Present
The Entrust Group - Self-Directed IRA Administrator August 2011 - February 2015
Live Out Loud, Inc December 2007 - August 2011
Dr. TATTOFF August 2006 - October 2007
Text100 January 2005 - July 2006
Overlake Hospital September 2004 - December 2004
NBA Seattle Supersonics & WNBA Storm February 2003 - August 2003
Skills
Email Marketing, Salesforce.com, Strategic Planning, Marketing Strategy, Market Research, Online Marketing, Public Relations, Marketing, Marketing Communications, Project Management, Analytics, Social Media Marketing, Social Media, Competitive Analysis, HubSpot, Vendor Management, Press Releases, Advertising, Management
Education
Seattle University 2000 — 2004
Bachelor of Arts (B.A.), Journalism and Mass Communications With a Specialization in Public Relations
St. Ignatius College Preparatory 1996 — 2000
High School Diploma
Union Bank February 2015 - Present
The Entrust Group - Self-Directed IRA Administrator August 2011 - February 2015
Live Out Loud, Inc December 2007 - August 2011
Dr. TATTOFF August 2006 - October 2007
Text100 January 2005 - July 2006
Overlake Hospital September 2004 - December 2004
NBA Seattle Supersonics & WNBA Storm February 2003 - August 2003
Skills
Email Marketing, Salesforce.com, Strategic Planning, Marketing Strategy, Market Research, Online Marketing, Public Relations, Marketing, Marketing Communications, Project Management, Analytics, Social Media Marketing, Social Media, Competitive Analysis, HubSpot, Vendor Management, Press Releases, Advertising, Management
Education
Seattle University 2000 — 2004
Bachelor of Arts (B.A.), Journalism and Mass Communications With a Specialization in Public Relations
St. Ignatius College Preparatory 1996 — 2000
High School Diploma
Molly Raven Molly Raven's The Entrust Group - Self-Directed IRA Administrator Experience May 2014 - October 2014
Job Database Manager at Pathways Home Health, Hospice & Private Duty
Industry Architecture & Planning
Experience
Pathways Home Health, Hospice & Private Duty January 2015 - Present
The Entrust Group - Self-Directed IRA Administrator May 2014 - October 2014
California Capital & Investments Group January 2014 - April 2014
Raven Pet Products January 2004 - January 2014
Chevron September 2012 - December 2013
Alameda County Democratic Central Committee June 2012 - May 2013
Essig Museum of Entomology February 2012 - May 2013
UC Berkeley February 2012 - May 2013
UC Berkeley September 2011 - November 2011
College of the Canyons February 2011 - August 2011
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), City and Regional Planning with an emphasis in Public Policy and Community and Economic Development
College of the Canyons 2009 — 2011
Associate of Arts (A.A.), Psychology
Golden Valley High School 2006 — 2009
Pathways Home Health, Hospice & Private Duty January 2015 - Present
The Entrust Group - Self-Directed IRA Administrator May 2014 - October 2014
California Capital & Investments Group January 2014 - April 2014
Raven Pet Products January 2004 - January 2014
Chevron September 2012 - December 2013
Alameda County Democratic Central Committee June 2012 - May 2013
Essig Museum of Entomology February 2012 - May 2013
UC Berkeley February 2012 - May 2013
UC Berkeley September 2011 - November 2011
College of the Canyons February 2011 - August 2011
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), City and Regional Planning with an emphasis in Public Policy and Community and Economic Development
College of the Canyons 2009 — 2011
Associate of Arts (A.A.), Psychology
Golden Valley High School 2006 — 2009
Bill Neville Bill Neville's The Entrust Group - Self-Directed IRA Administrator Experience June 2014 - Present
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
Emily Davidson's The Entrust Group - Self-Directed IRA Administrator Experience February 2015 - Present
Job Marketing Assistant at The Entrust Group
Industry Marketing and Advertising
Experience
The Entrust Group - Self-Directed IRA Administrator February 2015 - Present
MAC Cosmetics January 2015 - Present
Wu Yee Children's Services November 2014 - February 2015
Premier Staffing Inc. October 2014 - November 2014
iBar Inc. April 2013 - February 2014
UFC GYM April 2012 - September 2013
Notre Dame de Namur University August 2012 - January 2013
Notre Dame de Namur University September 2012 - December 2012
Starbucks September 2010 - May 2011
Nordstrom November 2009 - January 2010
Skills
Marketing, Marketing Strategy, B2B Marketing, B2C Marketing, Digital Marketing, Campaign Management, Template Building, Trade Shows, Blogging, Social Media, Social Media Marketing, Facebook, Social Networking, Leadership, Microsoft Word, Microsoft Office, InDesign, Photography, WordPress, Customer Service, Team Leadership, Newspaper, Building Relationships, Fitness, Friendly Personality, People-oriented, Non-profits, Teamwork, Mac, Copy Editing, Time Management, Nonprofits, Training, Interviews, Editing, Event Planning, Landing Pages, Email Marketing, Email Campaigning, Mobile Marketing, Online Content Creation, Marketing Communications, Google Analytics, Visual Communication, Writing, Management, Fast Learning, WYSIWYG layout tools, HubSpot, Website Updating
Education
Notre Dame de Namur University 2009 — 2013
Bachelor of Arts (BA), Communication
Marin Catholic High School 2005 — 2009
The Entrust Group - Self-Directed IRA Administrator February 2015 - Present
MAC Cosmetics January 2015 - Present
Wu Yee Children's Services November 2014 - February 2015
Premier Staffing Inc. October 2014 - November 2014
iBar Inc. April 2013 - February 2014
UFC GYM April 2012 - September 2013
Notre Dame de Namur University August 2012 - January 2013
Notre Dame de Namur University September 2012 - December 2012
Starbucks September 2010 - May 2011
Nordstrom November 2009 - January 2010
Skills
Marketing, Marketing Strategy, B2B Marketing, B2C Marketing, Digital Marketing, Campaign Management, Template Building, Trade Shows, Blogging, Social Media, Social Media Marketing, Facebook, Social Networking, Leadership, Microsoft Word, Microsoft Office, InDesign, Photography, WordPress, Customer Service, Team Leadership, Newspaper, Building Relationships, Fitness, Friendly Personality, People-oriented, Non-profits, Teamwork, Mac, Copy Editing, Time Management, Nonprofits, Training, Interviews, Editing, Event Planning, Landing Pages, Email Marketing, Email Campaigning, Mobile Marketing, Online Content Creation, Marketing Communications, Google Analytics, Visual Communication, Writing, Management, Fast Learning, WYSIWYG layout tools, HubSpot, Website Updating
Education
Notre Dame de Namur University 2009 — 2013
Bachelor of Arts (BA), Communication
Marin Catholic High School 2005 — 2009
Shannon McAlister's The Entrust Group - Self-Directed IRA Administrator Experience July 2014 - December 2014
Job Vibe Manager at Storefront
Industry Program Development
Experience
Storefront December 2014 - Present
The Entrust Group - Self-Directed IRA Administrator July 2014 - December 2014
Excelligence Learning Corp February 2014 - July 2014
Excelligence Learning Corp February 2013 - February 2014
Chateau Julien Wine Estate June 2012 - December 2012
Gallo Sales Company February 2011 - June 2012
Chico State University Call Center September 2009 - August 2010
Chico State University August 2008 - July 2009
Chico State University June 2008 - July 2009
Skills
Sales, Marketing, Event Planning, PowerPoint, Customer Service, Outlook, Product Marketing, Public Speaking, Microsoft Excel, Inventory Management, Microsoft Word, Microsoft Office, Business Development, Recruiting, Cold Calling, Training, Management, Social Networking, Teamwork, Social Media, Blogging, Marketing Communications, Research, Social Media Marketing, Market Research, Strategy, Public Relations, Event Management, Program Management, Newsletters, Time Management, Interviews, Leadership, Merchandising, Email Marketing
Education
SAA Universitά Di Torino 2010 — 2010
California State University-Chico 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Storefront December 2014 - Present
The Entrust Group - Self-Directed IRA Administrator July 2014 - December 2014
Excelligence Learning Corp February 2014 - July 2014
Excelligence Learning Corp February 2013 - February 2014
Chateau Julien Wine Estate June 2012 - December 2012
Gallo Sales Company February 2011 - June 2012
Chico State University Call Center September 2009 - August 2010
Chico State University August 2008 - July 2009
Chico State University June 2008 - July 2009
Skills
Sales, Marketing, Event Planning, PowerPoint, Customer Service, Outlook, Product Marketing, Public Speaking, Microsoft Excel, Inventory Management, Microsoft Word, Microsoft Office, Business Development, Recruiting, Cold Calling, Training, Management, Social Networking, Teamwork, Social Media, Blogging, Marketing Communications, Research, Social Media Marketing, Market Research, Strategy, Public Relations, Event Management, Program Management, Newsletters, Time Management, Interviews, Leadership, Merchandising, Email Marketing
Education
SAA Universitά Di Torino 2010 — 2010
California State University-Chico 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Rebekkah Fedorchak's The Entrust Group - Self-Directed IRA Administrator Experience March 2010 - Present
Job Senior Administrative Assistant at The Entrust Group
Industry Financial Services
Experience
The Entrust Group - Self-Directed IRA Administrator March 2010 - Present
Loyd Capital Management June 2008 - March 2010
Flynn Associates July 2007 - April 2008
Mandalay Mortgage LLC January 2006 - July 2007
Skills
MS Word, Word Excel,..., Switchboard Operator, Customer Service, Outlook, Microsoft Word, Microsoft Office, Management, Microsoft Excel, Time Management, Office Management, Software Documentation, PowerPoint, Email Marketing, Marketing, Sales, Insurance, Negotiation, Team Building, Accounting, Customer Satisfaction, Salesforce.com, Investments
Education
National University 2012 — 2014
Bachelor's degree, Psychology
University of Hawaii at Manoa 2005 — 2006
Business Administration and Management, General
Leeward Community College 2004 — 2005
Associates of Arts, Business
The Entrust Group - Self-Directed IRA Administrator March 2010 - Present
Loyd Capital Management June 2008 - March 2010
Flynn Associates July 2007 - April 2008
Mandalay Mortgage LLC January 2006 - July 2007
Skills
MS Word, Word Excel,..., Switchboard Operator, Customer Service, Outlook, Microsoft Word, Microsoft Office, Management, Microsoft Excel, Time Management, Office Management, Software Documentation, PowerPoint, Email Marketing, Marketing, Sales, Insurance, Negotiation, Team Building, Accounting, Customer Satisfaction, Salesforce.com, Investments
Education
National University 2012 — 2014
Bachelor's degree, Psychology
University of Hawaii at Manoa 2005 — 2006
Business Administration and Management, General
Leeward Community College 2004 — 2005
Associates of Arts, Business
Haimy Kassa's The Entrust Group - Self-Directed IRA Administrator Experience August 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
Carmel Lastra's The Entrust Group - Self-Directed IRA Administrator Experience April 2015 - September 2015
Job Licensed Real Estate Sales Person at Nest Seekers International
Industry Banking
Experience
Nest Seekers International September 2013 - Present
The Entrust Group - Self-Directed IRA Administrator April 2015 - September 2015
JPMorgan Chase October 2011 - April 2013
JPMorgan Chase January 2008 - September 2011
Washington Mutual Bank January 2006 - December 2007
Washington Mutual Bank January 2004 - December 2005
Skills
Mortgage Lending, Sales, Loans, Credit, Real Estate, Finance, Loan Origination, Banking, Marketing, Real Estate Financing, Leadership, Investment Properties, Referrals, Mortgage Banking, Refinance, Negotiation, Business Development, Commercial Real Estate, Commercial Banking, Relationship Management, Financial Services, Commercial Mortgages, Mortgage, Small Business, Small Business Lending, Credit Analysis, Cross Selling, Consumer Lending, Sales Management, Real Estate Investor, Managing Start-ups, Startup Development, Listings, Commercial Leasing, leasing, Self Directed IRA, IRAs, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Retirement Planning, Alternative Assets, Private Placements
Education
Simon Fraser University 2002 — 2005
BA, Political Science
West Vancouver Secondary School
Nest Seekers International September 2013 - Present
The Entrust Group - Self-Directed IRA Administrator April 2015 - September 2015
JPMorgan Chase October 2011 - April 2013
JPMorgan Chase January 2008 - September 2011
Washington Mutual Bank January 2006 - December 2007
Washington Mutual Bank January 2004 - December 2005
Skills
Mortgage Lending, Sales, Loans, Credit, Real Estate, Finance, Loan Origination, Banking, Marketing, Real Estate Financing, Leadership, Investment Properties, Referrals, Mortgage Banking, Refinance, Negotiation, Business Development, Commercial Real Estate, Commercial Banking, Relationship Management, Financial Services, Commercial Mortgages, Mortgage, Small Business, Small Business Lending, Credit Analysis, Cross Selling, Consumer Lending, Sales Management, Real Estate Investor, Managing Start-ups, Startup Development, Listings, Commercial Leasing, leasing, Self Directed IRA, IRAs, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Retirement Planning, Alternative Assets, Private Placements
Education
Simon Fraser University 2002 — 2005
BA, Political Science
West Vancouver Secondary School
Champoa Bour's The Entrust Group - Self-Directed IRA Administrator Experience August 2010 - June 2015
Job Zurich North America Underwriter
Industry Insurance
Experience
Zurich North America July 2015 - Present
The Entrust Group - Self-Directed IRA Administrator August 2010 - June 2015
Wells Fargo May 2007 - February 2010
Wells Fargo January 2006 - May 2007
Wells Fargo October 2005 - December 2005
Skills
Financial Reporting, Banking, Customer Service, Microsoft Office, Microsoft Excel, Retail Banking, Investments, Strategic Planning, Accounting, Business Development, Sales Management, Financial Analysis, Business Analysis, Project Management, Risk Management, Analysis, Team Building, Salesforce.com, Sales, Management, Financial Services, Relationship Management
Education
California State University-Sacramento 2003 — 2006
Bachelor of Science (B.S.), Accounting and Finance
San Joaquin Delta College 2000 — 2002
Associate of Arts and Sciences (AAS)
Zurich North America July 2015 - Present
The Entrust Group - Self-Directed IRA Administrator August 2010 - June 2015
Wells Fargo May 2007 - February 2010
Wells Fargo January 2006 - May 2007
Wells Fargo October 2005 - December 2005
Skills
Financial Reporting, Banking, Customer Service, Microsoft Office, Microsoft Excel, Retail Banking, Investments, Strategic Planning, Accounting, Business Development, Sales Management, Financial Analysis, Business Analysis, Project Management, Risk Management, Analysis, Team Building, Salesforce.com, Sales, Management, Financial Services, Relationship Management
Education
California State University-Sacramento 2003 — 2006
Bachelor of Science (B.S.), Accounting and Finance
San Joaquin Delta College 2000 — 2002
Associate of Arts and Sciences (AAS)
Suzan Awbrey's The Entrust Group - Self-Directed IRA Administrator Experience March 2014 - May 2014
Job Customer Service and Administration
Industry Telecommunications
Experience
Sarstedt Inc June 2015 - Present
TriNet December 2014 - April 2015
Barrett-Jackson Auction Company August 2014 - September 2014
The Entrust Group - Self-Directed IRA Administrator March 2014 - May 2014
Sprint January 2004 - November 2013
Sprint PCS March 2003 - January 2004
GTE/Verizon October 1999 - November 2000
GTE November 1998 - October 1999
GTE CLEC March 1998 - November 1998
GTE March 1997 - March 1998
Skills
Wireless, Wireline, Wireless Solutions, Telecommunications, Data Solutions, Analytics, Business, Customer Service, Microsoft Excel, Invoicing, Leadership, Lotus Notes, Microsoft Office, Microsoft Word, IT Operations, Pricing, QuickBooks, Problem Solving, User Acceptance Testing, Creative Writing, Sales Management, Quotas, Troubleshooting, Program Management, Call Centers, Training, Project Management, Security, Analysis, Software Documentation, Process Improvement, Project Planning, Vendor Management, System Administration, Testing, Business Analysis, SDLC, Visio, Access, Integration, Unified Communications, Business Intelligence, MPLS, M2M, System Deployment, Co-location, VoIP, Business Process..., Managed Services, Data Center
Education
Long Beach City College 1974 — 1976
Business Administration and Management Studies, Business Administration and Management, General
Monte Vista, Whittier, Ca 1968 — 1971
High School, Business Administration and Management, General
Sarstedt Inc June 2015 - Present
TriNet December 2014 - April 2015
Barrett-Jackson Auction Company August 2014 - September 2014
The Entrust Group - Self-Directed IRA Administrator March 2014 - May 2014
Sprint January 2004 - November 2013
Sprint PCS March 2003 - January 2004
GTE/Verizon October 1999 - November 2000
GTE November 1998 - October 1999
GTE CLEC March 1998 - November 1998
GTE March 1997 - March 1998
Skills
Wireless, Wireline, Wireless Solutions, Telecommunications, Data Solutions, Analytics, Business, Customer Service, Microsoft Excel, Invoicing, Leadership, Lotus Notes, Microsoft Office, Microsoft Word, IT Operations, Pricing, QuickBooks, Problem Solving, User Acceptance Testing, Creative Writing, Sales Management, Quotas, Troubleshooting, Program Management, Call Centers, Training, Project Management, Security, Analysis, Software Documentation, Process Improvement, Project Planning, Vendor Management, System Administration, Testing, Business Analysis, SDLC, Visio, Access, Integration, Unified Communications, Business Intelligence, MPLS, M2M, System Deployment, Co-location, VoIP, Business Process..., Managed Services, Data Center
Education
Long Beach City College 1974 — 1976
Business Administration and Management Studies, Business Administration and Management, General
Monte Vista, Whittier, Ca 1968 — 1971
High School, Business Administration and Management, General