The Pollakov Financial Group
Address: 115 N Imperial Ave, Imperial, CA 92251 Phone: (760) 355-7720Category: Hours: : Place name: : : : Website: : : Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pollakov Financial Group Posting publicly on the Web Write a review Reviews Be the first to review
The Pollakov Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Pollakov Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Pollakov Financial Group Employees
CENTURY 21 Award September 2014 - Present
Frank Atrash Realty October 2011 - Present
LBCalc.com March 2013 - December 2013
The Pollakov Financial Group March 2011 - February 2013
B of I Federal Bank March 2012 - January 2013
New York Life Insurance Company September 2009 - April 2011
Get 1 Free Magazine 2009 - 2010
Skills
Financial Services, Life Insurance, Property & Casualty..., Annuities, Retirement Planning, Real Estate Transactions, Property Management, Sales & Marketing..., Public Speaking, Sales Management, Entrepreneurship, Retirement, Disability Insurance, Fixed Annuities, Insurance, Loans, Marketing, Strategic Financial..., Sales, Spanish, Business Networking, Social Networking, Mortgage Lending..., Small Business, Investments, Leadership, Real Estate, Long-term Care, Financial Advisory, Employee Benefits, 401k, Mortgage Lending, Estate Planning, Finance, Wealth Management, IRAs, Term Life Insurance, Mutual Funds, Wealth, Long Term Care Insurance, Health Insurance, Investment Advisory, Underwriting, Financial Planning
Education
University of San Diego 1986 — 1989
Bachelor of Arts (B.A.), Mass Communication/Media Studies & Spanish, Magna Cum Laude
UCLA 1985 — 1986
Pursued Acting, Theatre Arts, n/a
Jones & Roth CPAs and Business Advisors March 2015 - Present
Living Legacy Financial & Insurance Services, LLC January 2013 - January 2015
The Pollakov Financial Group December 2008 - September 2012
Skills
Insurance, Customer Service, Sales, Microsoft Office, Leadership, Investments, Finance
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts (B.A.), Sociology
San Diego City College 2000 — 2005
Associate of Arts (AA), Transfer Studies
BlackBerry June 2015 - Present
Cory Meyer Home Selling Team January 2014 - June 2015
The Pollakov Financial Group May 2013 - August 2013
Education
California State University-Chico 2011 — 2015
Bachelor's Degree
Axxcess Wealth Management, LLC April 2015 - Present
CPAPlus Network September 2013 - Present
Best Practices of America, LLC January 2006 - Present
Tuttle Wealth Management February 2014 - Present
The Pollakov Financial Group January 2012 - February 2014
Piedmonte Insurance & Financial Services March 2009 - May 2011
Advanced Planning Services March 2003 - February 2009
Intel Corporation August 1997 - August 2002
Skills
Business Development, Succession Planning, Financial Planning, Legacy Planning, Retirement Planning, Investment Management, Risk Management
Education
Arizona State University 1995 — 1997
BS Finance, Finance
Cherry Hill East High School 1988 — 1992
InfoGard Laboratories December 2014 - Present
Pacific Gas and Electric Company April 2013 - November 2014
Los Angeles County Metropolitan Transportation Authority September 2012 - April 2013
The Pollakov Financial Group June 2010 - July 2012
National Association of Asian American Professionals - San Diego December 2010 - June 2012
Capital Accounts, Inc. September 2008 - April 2010
Skills
Analysis, PowerPoint, Microsoft Excel, Program Management, Community Outreach, Nonprofits, Leadership Development, Budgets, Management
Education
University of California, San Diego 2006 — 2010
B.S., Management Science
Advanced Technologies Academy 2002 — 2006
Business Finance
Morris Polich & Purdy LLP August 2012 - Present
Preovolos Lewin & Musgrove, A Law Corporation May 2010 - July 2012
The Pollakov Financial Group January 2001 - April 2010
Skills
Business Management, Strategic Planning, HR Policies, Time Management, Training, Contract Negotiation, PowerPoint, Legal Writing, Public Speaking, Budgets, Research, Event Planning, Leadership, Nonprofits, Microsoft Office, Customer Service, Team Building, Management, Insurance, Outlook, Microsoft Word, Negotiation
Education
University of Redlands 2007 — 2009
MBA, Business Administraton, Finance Emphasis
Utah State University 1993 — 1997
Bachelor of Science, Education, Psychology, Health
Chapman University 1990 — 1992
Bachelor of Arts- Liberal Studies, Elementary Education
American Financial Network Advisory Services, LLC January 2015 - Present
Trilogy Financial Services 2014 - 2014
TelePacific Communications January 2012 - October 2013
Imeriti Inc. February 2010 - December 2011
The Pollakov Financial Group March 2009 - December 2009
Bankers Life and Casualty June 2008 - February 2009
SunTrust Mortgage May 2007 - August 2007
Skills
Insurance, Sales, Marketing, Life Insurance, Customer Retention, Financial Services, Strategic Financial..., Sales Management, Account Management, Retirement, Fixed Annuities, Marketing Strategy, Direct Sales, Sales Process, Sales Operations, Salesforce.com, Financial Planners, Call Centers, Cold Calling, B2B, Telecommunications, Strategic Partnerships, Solution Selling, CRM, Selling, Estate Planning, Sales Presentations, New Business Development, Strategic Planning, Lead Generation, SaaS, Business Development, Series 7, VoIP, Outside Sales, Hosted Services, Buy-sell Agreements, Unified Communications, Building Relationships, Customer Satisfaction, Product Marketing, Business Planning, Customer Acquisition, Networking, Contract Negotiation, Series 66, Captives, Conservation Easement, Family Office, Financial Planning
Education
Augustana College
Political Science
IE Business School 2015 - Present
Robbins Arroyo LLP July 2012 - June 2015
Robbins Arroyo LLP July 2008 - July 2012
T-Systems International April 2008 - June 2008
The Pollakov Financial Group March 2007 - August 2007
Skills
Research, Spanish, Analysis, Training, Microsoft Office, Mediation, Microsoft Word, PowerPoint
Education
Universidad Antonio de Nebrija 2007 — 2008
International Business
San Diego State University-California State University 2004 — 2008
B.A., International Business
El Toro High School 2000 — 2004
The Pollakov Financial Group January 2012 - Present
The Pollakov Financial Group / MassMutual December 2008 - December 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Insurance, Case Managment
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts (B.A.), Sociology
San Diego City College
Associate of Arts (A.A.), Transfer Studies
Sickels Upholstery and Fabrics 2005 - Present
The Pollakov Financial Group 2001 - 2004
Skills
Window Treatments, Small Business, Residential, Retail, Residential Homes, Management, Sales, Team Building, Leadership, Marketing, Upholstery, Team Leadership, Entrepreneurship, Customer Service
Education
National University 1995 — 1999
MBA, International Business
Arizona State University 1993 — 1995
Associate of Arts (A.A.)