The Pollakov Financial Group

Description

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

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The Pollakov Financial Group Employees

Employee
Years
Job
Industry
Rafael Pinedo Rafael Pinedo Greater San Diego Area Details
Rafael Pinedo's The Pollakov Financial Group Experience March 2011 - February 2013
Job Realtor at CENTURY 21 Award
Industry Real Estate
Experience
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

Linda Lopez Linda Lopez Eugene, Oregon Details
Linda Lopez's The Pollakov Financial Group Experience December 2008 - September 2012
Job Jones & Roth CPAs and Business Advisors
Industry Financial Services
Experience
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

Christopher Catrambone Christopher Catrambone San Francisco Bay Area Details
Christopher Catrambone's The Pollakov Financial Group Experience May 2013 - August 2013
Job Enterprise Sales Representative
Industry Computer Software
Experience
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

Thomas A. Gajdalo (TAG), CFP®, CLU®, ChFC® Thomas A. Gajdalo (TAG), CFP®, CLU®, ChFC® Greater San Diego Area Details
Thomas A. Gajdalo (TAG), CFP®, CLU®, ChFC®'s The Pollakov Financial Group Experience January 2012 - February 2014
Job Advisor at Axxcess Wealth Management, LLC
Industry Financial Services
Experience
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

Lois Shim Lois Shim San Luis Obispo, California Details
Lois Shim's The Pollakov Financial Group Experience June 2010 - July 2012
Job Business Analyst at InfoGard Laboratories
Industry Utilities
Experience
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

Tammie McQuain, MBA Tammie McQuain, MBA Greater San Diego Area Details
Tammie McQuain, MBA's The Pollakov Financial Group Experience January 2001 - April 2010
Job Executive Director at Morris Polich & Purdy LLP
Industry Legal Services
Experience
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

Cameron Sikes Cameron Sikes Greater Los Angeles Area Details
Cameron Sikes's The Pollakov Financial Group Experience March 2009 - December 2009
Job American Financial Network Advisory Services, LLC
Industry Financial Services
Experience
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

Rachel Abbey Rachel Abbey Greater San Diego Area Details
Rachel Abbey's The Pollakov Financial Group Experience March 2007 - August 2007
Job MBA Candidate (Class of 2016) at IE Business School
Industry Law Practice
Experience
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

Lopez Linda(099) Lopez Linda(099) Greater San Diego Area Details
Lopez Linda(099)'s The Pollakov Financial Group Experience January 2012 - Present
Job Broker New Business & Licensing at The Pollakov Financial Group
Industry Financial Services
Experience
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

Michelle Guillen Michelle Guillen Greater San Diego Area Details
Michelle Guillen's The Pollakov Financial Group Experience 2001 - 2004
Job Managing Partner at Sickel's Fabrics and Upholstery
Industry Retail
Experience
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.)