THE Financial Services NETWORK
THE Financial Services NETWORK List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at THE Financial Services NETWORK. You can filter them based on skills, years of employment, job, education, department, and prior employment.
THE Financial Services NETWORK Salaries. You can even request information on how much does THE Financial Services NETWORK pay if you want to. Learn about salaries, pros and cons of working for THE Financial Services NETWORK 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!
19 THE Financial Services NETWORK employees in database. Find out everything there's to know about THE Financial Services NETWORK 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.
THE Financial Services NETWORK Employees
THE Financial Services NETWORK March 2013 - Present
LPL Financial June 2010 - February 2013
LPL Financial January 2008 - July 2010
LPL Financial January 2006 - January 2008
Skills
Investments, Philanthropy, Foundations, Estate Planning, Research, Insurance, Service Operation, Wealth Management, Asset Allocation, Alternative Investments
Education
San Diego State University-California State University 2001 — 2005
Bachelor's degree, Financial Planning and Services
THE Financial Services NETWORK July 2014 - Present
Dynamic Capital Management March 2001 - July 2014
3D New Media January 1999 - March 2001
Information Handling Services January 1997 - January 1999
New World Systems 1993 - 1996
Education
University of Michigan 1988 — 1992
BA, Mathematics & Actuarial Science
National Planning Corporation (NPC) March 2012 - Present
Family Heritage Group, LLC July 2001 - Present
LPL Financial January 2008 - March 2012
The Financial Services Network November 2006 - November 2008
Pro-Elite Enterprises, Inc. February 1990 - June 2000
Seltel National Spot Television January 1980 - July 1988
Skills
Veterans Benefits..., Medi-Cal Pre-Planning..., Radio Talk Show KFBK..., Investment Advisor..., Fixed Annuities, Retirement Planning, Veterans Benefits, Long-term Care, Investments, Estate Planning, Financial Advisory, Retirement, Life Insurance, Long Term Care Insurance, Strategic Financial..., IRAs, Finance, Small Business, Insurance, Disability Insurance, Financial Planning, Employee Benefits, 401k
Education
California State University-Sacramento 1967 — 1968
Bachelor or Arts, Business Administration
California State University-Sacramento 1965 — 1968
Speech Communication and Rhetoric
THE Financial Services NETWORK February 2012 - Present
LPL Financial October 2005 - February 2012
University of the Pacific January 2005 - May 2005
Peace Corps August 2003 - November 2004
University of the Pacific January 2003 - July 2003
First American Trust, FSB; First American Capital Management August 2002 - December 2002
Allianz Global Investors - PIMCO, Nicholas Applegate February 2002 - August 2002
Allianz Global Investors - PIMCO, Nicholas Applegate March 2001 - January 2002
Nicholas Applegate Capital Management March 2001 - January 2002
EVEREN Securities August 1998 - December 1998
Skills
Series 7, Series 24, Series 31, Series 53, Series 66, New Business Development, Continuous Improvement, Change Leadership, Public Speaking, Philanthropy, TQM
Education
University of the Pacific - Eberhardt School of Business 2003 — 2005
MBA, Marketing & International Studies
EMLYON Business School 2004 — 2004
Certificate, Global Economic Sustainable Development, International Business
California State University San Marcos 1995 — 1997
BS, Business Management
Center for Fiduciary Studies 2008 — 2010
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA® Certification, Investment Management Consultants Association, IMCA®
University of California, Los Angeles 2006 — 2007
Certificate: Personal Financial Planning, PFP, Financial Planning
Bliss Alamode January 2015 - August 2015
Blue Stockings Salon - Reinventing 18th Century French Salons September 2013 - August 2015
Munchery December 2013 - December 2014
THE Financial Services NETWORK October 2012 - September 2013
THE Financial Services NETWORK June 2012 - October 2012
eBay October 2011 - January 2012
Peninsula Bridge June 2009 - August 2009
University of Redlands Residence Life & Housing 2008 - 2009
Skills
Microsoft Office, Community Outreach, Customer Service, Leadership, Strategic Planning, Onboarding, Transition Management, Employee Training, Research, Writing, Editing, Social Media, Marketing, Public Relations, Public Speaking, Event Planning, Fundraising, Data Entry, Salesforce.com, Redtail, Docupace, Encore, Concur, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Event Management
Education
University of Redlands 2007 — 2011
BA, English Literature; Minors in Theatre Arts & Gender Studies
Queen Mary, U. of London 2010 — 2010
THE Financial Services NETWORK April 2014 - Present
Redwood Shores Library February 2014 - April 2014
The Village Place and Market UCSD October 2010 - March 2013
Gompers Preparatory Academy January 2012 - March 2012
Hogan Lovells December 2010 - January 2011
Sequoia Hospital January 2006 - December 2008
Skills
Microsoft Office, Recruiting, Employee Relations, PowerPoint, Human Resources, Microsoft Word, Microsoft Excel, Organizational..., Customer Service, Research, Data Analysis, Community Outreach
Education
University of California, San Diego 2009 — 2013
Bachelor of Arts (B.A.), Psychology & History (Double Major)
UC Center Paris 2011 — 2011
Study Abroad in Paris, France, French History & French Language
Siena Imports December 2013 - Present
The Financial Services Network April 2008 - August 2011
First American Title December 2001 - July 2007
Oracle Corporation June 1999 - April 2001
Skills
Customer Service, Event Planning, Marketing, Microsoft Excel, Microsoft Office, Mortgage Lending, Sales, Team Building
Education
California State University-East Bay
College of San Mateo
University of Redlands
THE Financial Services NETWORK January 2009 - Present
LPL Financial January 2009 - Present
Stadjuhar Wealth Strategists September 2002 - January 2009
Citrus Heights Chamber of Commerce 2004 - 2007
United States Army June 1995 - September 2002
Skills
Series 7, Retirement Planning, Investment Advisory, Financial Advisory, Series 66, Series 24, Series 53, Series 31, Investments, Mutual Funds, Financial Services, FINRA, Series 63, Investment Management, Uniform Combined State..., Wealth Management, Asset Management, Securities, Portfolio Management, Personal Financial..., Asset Allocation, Equities, Investment Strategies
Education
Seattle University 1991 — 1995
BS, Biology & Chemistry
Jesuit High School 1987 — 1991
Sacramento, CA
AIG Advisor Group November 2014 - Present
The Annexus Group March 2013 - June 2014
United Capital Financial Partners February 2011 - November 2012
The Financial Services Network September 2007 - December 2010
AIG Advisor Group January 2005 - September 2007
Placemark Investments July 2003 - December 2004
Federated Investors, Inc. May 2001 - July 2003
Skills
Wealth Management, Financial Services, Mergers & Acquisitions, Investment Advisory, Finance, Investments, Asset Management, Alternative Investments, Financial Advisory, Relationship Management, Portfolio Management, Retirement, Retirement Planning, Mergers, Series 7, Strategy, Investment Strategies, Mutual Funds, Securities, Strategic Financial..., Strategic Planning, Financial Modeling, Insurance, Marketing, Business Development
Education
Brigham Young University 1996 — 1998
Bachelor of Arts (B.A.), Marketing Communications
THE Financial Services NETWORK November 1990 - Present
new york city June 1968 - September 1977
Education
Fairleigh Dickinson University
Business Management
ConferenceDirect December 2007 - Present
XYMOGEN March 2007 - January 2008
THE Financial Services NETWORK 1998 - 2005
Skills
Consulting, Project Planning, Management, Location Intelligence, Proposal Writing, Coordination, Trade Shows, Meeting Planning, Event Planning, Event Management, Hospitality, Corporate Events, Contract Negotiation, Budget, Hotels, Exhibitor show..., AV and business theater..., Committee Liaison, Hospitality Industry, Time Management, Hospitality Management, Resorts, Tourism
Education
College of San Mateo 1999 — 2003
Business Marketing, Management
College of San Mateo
Business Administration, Marketing and Communications
AIG Advisor Group May 2014 - Present
Cetera Financial Group February 2011 - May 2014
LPL Financial September 2009 - February 2011
Associated Securities Corp October 2008 - September 2009
THE Financial Services NETWORK January 2006 - October 2008
AIG Advisor Group 2002 - 2005
Skills
Series 7, Management Consulting, Series 63, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investments, Series 24, Retirement Planning, Asset Managment, Asset Allocation, Alternative Investments, Strategic Financial..., Retirement
Education
St. John Fisher College
MBA, Finance
St. John Fisher College
B.S., Management
THE Financial Services NETWORK October 2010 - Present
RedRock Volleyball Club January 2013 - May 2013
City of San Carlos June 2012 - August 2012
Payes Performance Volleyball Club June 2010 - June 2011
Egon Zehnder International May 2010 - October 2010
Juniper May 2008 - May 2010
Stanford University June 2008 - December 2008
Nike December 2006 - December 2007
Destination Science June 2005 - July 2005
Skills
Event Planning, Administrative Support, Customer Service, Consumer Behavior, Time Management, PowerPoint, Social Media Marketing, Communication, Administrative..., Team Mentoring, Presentations, Data Processing, Visual Displays, Retail, Sales, Spanish, Merchandising, Outlook, Microsoft Excel, Microsoft Word, iMovie, Mobile Applications, Website Updating, Leadership, Experiential Learning, Public Speaking, Visual Merchandising, Consumer Behaviour, Management, Coaching, Marketing, Training, Facebook, Event Management, Social Networking, Social Media, Newsletters, Marketing Communications, Fashion, Online Marketing, Public Relations, Press Releases, Market Research, Online Advertising, Email Marketing, Editing
Education
Purdue University 2006 — 2010
Bachelor of Science, Consumer Science Retailing - Retail Management
Purdue University 2006 — 2010
Minors, Spanish & Biology
Purdue University Study Abroad 2009 — 2009
International Influences on Fashion and Retail
THE Financial Services NETWORK
Skills
Customer Service, Management, Microsoft Office, Leadership, Strategic Planning, Project Management, Financial Analysis, Banking, Risk Management, Marketing, Series 7, Series 24, series 65
Education
Colegio de San Juan de Letran
Colegio de San Juan de Letran
BS Economics
Genentech March 2015 - Present
PRO Unlimited October 2014 - March 2015
PRO Unlimited June 2014 - October 2014
IAR Systems March 2013 - June 2014
IDA Ireland April 2011 - December 2012
The Financial Services Network August 2008 - November 2009
Skills
Customer Service, Market Research, Business Development, CRM, Financial Accounting, Accounts Receivable, Research, Salesforce.com, Office Administration, Microsoft Office, Event Planning, Executive Calendar..., Expense Reports, Google Docs, Google Calendar, Gmail, Administrative..., Management, Microsoft Excel, Outlook, Sales, Microsoft Word, Time Management
Education
Foothill College 2002 — 2004
Aragon
Cetera Financial Group November 2008 - April 2010
ING Advisors Network November 2007 - April 2010
The Financial Services Network 2010 - 2010
LPL Financial 2010 - 2010
Pacific Life January 1998 - November 2007
Pacific Life Insurance 1998 - 2007
DEAN WITTER (now MORGAN STANLEY) January 1996 - January 1998
Resolution Trust Corporation 1995 - 1997
Skills
Mutual Funds, Annuities, Insurance, Series 7, Investments, Retirement Planning, Securities, Annuity, Problem Solving, Customer Relations, Fixed Annuities, Customer Service, Series 63, Retirement, Life Insurance, Variable Annuities, Sales, Management, 401k, Asset Allocation, IRAs, Series 24, Wealth Management, Long-term Care, Series 6, Equities, Sales Operations, FINRA, Estate Planning
Education
Long Beach High School, New York
Academic, Academic
Pacific Life Academy
UCLA
B.A, Anthropology
Gateway Financial Advisors, Inc. February 2014 - Present
Talley Consulting March 2007 - January 2014
Financial Services Network March 2004 - March 2007
The Financial Services Network March 2004 - March 2007
FSC Securities Corporation 2004 - 2007
Heritage Investment Management July 2002 - March 2004
AXA Advisors September 2000 - June 2002
Business Succession Resources, Inc July 1998 - January 2000
Skills
Leadership, Business Development, Strategic Financial..., Investments, Mutual Funds, Training, Retirement, Estate Planning, Insurance, Marketing, Networking, Transition Management, Management, Financial Services, Financial Advisory, Financial Planning
Education
University of the Pacific - McGeorge School of Law 1994 — 1997
JD, Law
Loyola Marymount University 1989 — 1993
BA, English, History
Lucas Group Financial Planners April 2011 - Present
Legacy Financial Advisors January 2009 - June 2010
The Financial Services Network August 2006 - December 2008
Skills
Social Media, 401k, Leadership, Marketing, Mutual Funds, Radio, Retirement, Retirement Planning, Social Networking, Strategic Planning, Management, Customer Service, Wealth Management, Public Speaking, Investments, Insurance, Financial Services
Education
San Joaquin Delta College
In Progress, Business