The Pollakov Financial Group, Inc.
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The Pollakov Financial Group, Inc. Employees
Employee
Years
Job
Industry
Benton Englehart Benton Englehart's The Pollakov Financial Group, Inc. Experience 2011 - 2012
Job Securities Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities April 2013 - June 2014
The Pollakov Financial Group, Inc. 2011 - 2012
La Jolla Officials Association 2010 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Investments, Economics, Statistics, Quantitative Analytics, Equities, Market Research, Analysis, Finance, Forecasting, Financial Modeling, Marketing, Securities
Education
University of California, San Diego 2009 — 2012
Bachelor of Arts (B.A.), International Studies of Political Science & Economics
Universidad Complutense de Madrid 2011 — 2011
Spanish Language and Literature
Diablo Valley College 2007 — 2009
Associate's degree
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities April 2013 - June 2014
The Pollakov Financial Group, Inc. 2011 - 2012
La Jolla Officials Association 2010 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Investments, Economics, Statistics, Quantitative Analytics, Equities, Market Research, Analysis, Finance, Forecasting, Financial Modeling, Marketing, Securities
Education
University of California, San Diego 2009 — 2012
Bachelor of Arts (B.A.), International Studies of Political Science & Economics
Universidad Complutense de Madrid 2011 — 2011
Spanish Language and Literature
Diablo Valley College 2007 — 2009
Associate's degree
Joseph Gerard Asuncion Joseph Gerard Asuncion's The Pollakov Financial Group, Inc. Experience February 2014 - Present
Job Financial Services Professional at The Pollakov Financial Group, Inc.
Industry Financial Services
Experience
The Pollakov Financial Group, Inc. February 2014 - Present
Heroes & Icons, LLC December 2011 - November 2013
Caltrans March 2007 - November 2009
Hale Engineering March 2005 - February 2007
Latitude 33 August 2004 - February 2005
Hale Engineering August 2003 - July 2004
Hunsaker & Associates April 2001 - March 2003
City of Solana Beach December 1999 - March 2001
City of Chula Vista August 1987 - August 1998
Crown Dental Group August 1986 - July 1987
Skills
Strategic Planning, Program Management, Project Management, Contract Management, Civil Engineering, Land Development, Highways, Graphic Design, Career Change
Education
San Diego State University-California State University 1984 — 1992
Bachelor of Science (B.S.), Civil Engineering
University of California, Los Angeles 1990 — 1991
(unmatriculated), School of Theater, Film, and Television
Grossmont College 1989 — 1990
Computer Science
Samuel F. B. Morse 1982 — 1984
The Pollakov Financial Group, Inc. February 2014 - Present
Heroes & Icons, LLC December 2011 - November 2013
Caltrans March 2007 - November 2009
Hale Engineering March 2005 - February 2007
Latitude 33 August 2004 - February 2005
Hale Engineering August 2003 - July 2004
Hunsaker & Associates April 2001 - March 2003
City of Solana Beach December 1999 - March 2001
City of Chula Vista August 1987 - August 1998
Crown Dental Group August 1986 - July 1987
Skills
Strategic Planning, Program Management, Project Management, Contract Management, Civil Engineering, Land Development, Highways, Graphic Design, Career Change
Education
San Diego State University-California State University 1984 — 1992
Bachelor of Science (B.S.), Civil Engineering
University of California, Los Angeles 1990 — 1991
(unmatriculated), School of Theater, Film, and Television
Grossmont College 1989 — 1990
Computer Science
Samuel F. B. Morse 1982 — 1984
Nicholas Corso Nicholas Corso's The Pollakov Financial Group, Inc. Experience April 2009 - August 2009
Job Product Manager at BioVentrix, Inc.
Industry Marketing and Advertising
Experience
BioVentrix, Inc. July 2014 - Present
BioVentrix, Inc. March 2013 - June 2014
Emerald Connect, Inc. November 2011 - March 2013
Emerald Connect, Inc. September 2009 - October 2011
The Pollakov Financial Group, Inc. April 2009 - August 2009
disABLEDperson, Inc. May 2007 - February 2009
Integrated Media Solutions May 2006 - August 2007
Skills
Marketing, Marketing Strategy, Management, Sales, Social Media, Customer Service, Strategic Planning, Public Speaking, Event Planning, Email Marketing
Education
Texas A&M University-Commerce 2008 — 2011
MBA
Point Loma Nazarene University 2004 — 2008
BS, Business Administration
BioVentrix, Inc. July 2014 - Present
BioVentrix, Inc. March 2013 - June 2014
Emerald Connect, Inc. November 2011 - March 2013
Emerald Connect, Inc. September 2009 - October 2011
The Pollakov Financial Group, Inc. April 2009 - August 2009
disABLEDperson, Inc. May 2007 - February 2009
Integrated Media Solutions May 2006 - August 2007
Skills
Marketing, Marketing Strategy, Management, Sales, Social Media, Customer Service, Strategic Planning, Public Speaking, Event Planning, Email Marketing
Education
Texas A&M University-Commerce 2008 — 2011
MBA
Point Loma Nazarene University 2004 — 2008
BS, Business Administration
Noemi Chavez Noemi Chavez's The Pollakov Financial Group, Inc. Experience June 2012 - July 2013
Job
Industry Public Relations and Communications
Experience
Jersey Mike's Subs April 2015 - Present
Los Angeles Newspaper Group 2013 - April 2015
The Pollakov Financial Group, Inc. June 2012 - July 2013
Schurz Communications June 2009 - June 2012
Miller's Outpost January 2004 - September 2007
Skills
Marketing, Business Development, Public Relations, Relationship-building..., B2B, B2C, Community Outreach, Communication, Time Management, Sales, Advertising, CRM, Salesforce.com, Networking, Events, Strategic Planning, Customer Service, Fundraising, Press Releases, Business Planning, Leadership, Sales Operations, Competitive Analysis, Contract Negotiation, Social Networking, Marketing Strategy, Social Media
Education
Ashford University 2013 — 2015
Bachelor of Arts (BA)
Imperial Valley College 2009 — 2011
Westmorland Basic Christian High School 2004 — 2006
Jersey Mike's Subs April 2015 - Present
Los Angeles Newspaper Group 2013 - April 2015
The Pollakov Financial Group, Inc. June 2012 - July 2013
Schurz Communications June 2009 - June 2012
Miller's Outpost January 2004 - September 2007
Skills
Marketing, Business Development, Public Relations, Relationship-building..., B2B, B2C, Community Outreach, Communication, Time Management, Sales, Advertising, CRM, Salesforce.com, Networking, Events, Strategic Planning, Customer Service, Fundraising, Press Releases, Business Planning, Leadership, Sales Operations, Competitive Analysis, Contract Negotiation, Social Networking, Marketing Strategy, Social Media
Education
Ashford University 2013 — 2015
Bachelor of Arts (BA)
Imperial Valley College 2009 — 2011
Westmorland Basic Christian High School 2004 — 2006
Darragh Rafferty Darragh Rafferty's The Pollakov Financial Group, Inc. Experience February 2009 - September 2010
Job Business Muncher & Data Cruncher at Green Peak Labs WE LOVE ENABLING LOCAL BUSINESSES!!
Industry Marketing and Advertising
Experience
Green Peak Labs August 2013 - Present
Underground Elephant May 2011 - September 2012
51 Blocks: Premier Internet Marketing April 2011 - May 2011
eDailyQuest September 2010 - April 2011
The Pollakov Financial Group, Inc. February 2009 - September 2010
Northwestern Mutual October 2008 - February 2009
Morgan Stanley Smith Barney February 2007 - August 2008
Skills
Sales, Online Advertising, Marketing Strategy, Lead Generation, Marketing, Social Media Marketing, Online Marketing, Leadership, Digital Marketing, New Business Development, Account Management, Advertising, Investments, Market Research, Email Marketing, SEO, SEM, Microsoft Excel, Online Lead Generation, PPV, PPC, Optimization, Finance, Strategic Leadership, Corporate Finance, Facebook, Management, Business Development, Competitive Analysis, Strategic Partnerships, Google Adwords, Google Analytics, CRM, Analytics
Education
University of San Diego 2007 — 2009
MBA, Marketing / Finance
University of San Diego School of Business Administration 2001 — 2005
Bachelor of Arts (B.A.), Finance
University of San Diego School of Business Administration 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
La Jolla High 1997 — 2001
Green Peak Labs August 2013 - Present
Underground Elephant May 2011 - September 2012
51 Blocks: Premier Internet Marketing April 2011 - May 2011
eDailyQuest September 2010 - April 2011
The Pollakov Financial Group, Inc. February 2009 - September 2010
Northwestern Mutual October 2008 - February 2009
Morgan Stanley Smith Barney February 2007 - August 2008
Skills
Sales, Online Advertising, Marketing Strategy, Lead Generation, Marketing, Social Media Marketing, Online Marketing, Leadership, Digital Marketing, New Business Development, Account Management, Advertising, Investments, Market Research, Email Marketing, SEO, SEM, Microsoft Excel, Online Lead Generation, PPV, PPC, Optimization, Finance, Strategic Leadership, Corporate Finance, Facebook, Management, Business Development, Competitive Analysis, Strategic Partnerships, Google Adwords, Google Analytics, CRM, Analytics
Education
University of San Diego 2007 — 2009
MBA, Marketing / Finance
University of San Diego School of Business Administration 2001 — 2005
Bachelor of Arts (B.A.), Finance
University of San Diego School of Business Administration 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
La Jolla High 1997 — 2001
Preston Hall Preston Hall's The Pollakov Financial Group, Inc. Experience August 2013 - November 2013
Job Customer Service Agent with Convergys
Industry Telecommunications
Experience
Clarks Americas October 2013 - March 2014
The Pollakov Financial Group, Inc. August 2013 - November 2013
Phenometrics Inc. May 2012 - August 2012
Xanterra Parks & Resorts April 2010 - August 2010
Kaman's Art Shoppes, Inc May 2008 - August 2008
Skills
Sales, Marketing, Salesforce.com, Microsoft Excel, Microsoft Office, Economic Research, Statistics, Microsoft Word, Leadership, Time Management, PowerPoint, Customer Service, Microeconomics, French, Team Management, General Chemistry, Insurance, Licensed Life & Health..., Economic Writing, Excel, Word, basic minerology, scientific methode, Scientific Writing, basic calculus, conversational French
Education
University of Arizona 2007 — 2013
Bachelor's Degree, Economics
Rancho Berardo high school
Clarks Americas October 2013 - March 2014
The Pollakov Financial Group, Inc. August 2013 - November 2013
Phenometrics Inc. May 2012 - August 2012
Xanterra Parks & Resorts April 2010 - August 2010
Kaman's Art Shoppes, Inc May 2008 - August 2008
Skills
Sales, Marketing, Salesforce.com, Microsoft Excel, Microsoft Office, Economic Research, Statistics, Microsoft Word, Leadership, Time Management, PowerPoint, Customer Service, Microeconomics, French, Team Management, General Chemistry, Insurance, Licensed Life & Health..., Economic Writing, Excel, Word, basic minerology, scientific methode, Scientific Writing, basic calculus, conversational French
Education
University of Arizona 2007 — 2013
Bachelor's Degree, Economics
Rancho Berardo high school
Joe Mark's The Pollakov Financial Group, Inc. Experience July 2012 - October 2012
Job Manager, Client Development at Lytx Inc.
Industry Transportation/Trucking/Railroad
Experience
Lytx Inc. April 2014 - Present
Lytx Inc. October 2012 - April 2014
The Pollakov Financial Group, Inc. July 2012 - October 2012
Abercrombie & Fitch June 2012 - October 2012
Kelly Services June 2011 - September 2011
CONNECT - San Diego June 2011 - September 2011
Grand Pacific Resorts June 2009 - September 2009
VOZ Sports June 2008 - July 2008
Skills
Leadership, Sales Management, Salesforce.com, Microsoft Excel, Sales, Outlook, Customer Service, Customer Satisfaction, PowerPoint, Market Research, Account Management, Business Development, Team Building, CRM, Strategic Planning, Management, Cross-functional Team..., New Business Development
Education
University of Oregon 2008 — 2012
Bachelor of Science (BS), Economics, Business
Francis W. Parker School 2004 — 2008
Lytx Inc. April 2014 - Present
Lytx Inc. October 2012 - April 2014
The Pollakov Financial Group, Inc. July 2012 - October 2012
Abercrombie & Fitch June 2012 - October 2012
Kelly Services June 2011 - September 2011
CONNECT - San Diego June 2011 - September 2011
Grand Pacific Resorts June 2009 - September 2009
VOZ Sports June 2008 - July 2008
Skills
Leadership, Sales Management, Salesforce.com, Microsoft Excel, Sales, Outlook, Customer Service, Customer Satisfaction, PowerPoint, Market Research, Account Management, Business Development, Team Building, CRM, Strategic Planning, Management, Cross-functional Team..., New Business Development
Education
University of Oregon 2008 — 2012
Bachelor of Science (BS), Economics, Business
Francis W. Parker School 2004 — 2008
Ben Farrell Ben Farrell's The Pollakov Financial Group, Inc. Experience August 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
The Pollakov Financial Group, Inc. August 2009 - Present
Loyola Marymount University Finance Department July 2008 - May 2009
Fulcrum Surf June 2007 - August 2008
Skills
Business, Long Term Care Insurance
Education
Loyola Marymount University 2005 — 2009
B.A. Business Administration, Finance, Entrepreneurship
University of Oxford 2008 — 2008
B.A. Business Administration, Political Science- International Relations
Nanyang Technological University 2007 — 2007
B.A. Business Administration, Business, Finance
Torrey Pines
The Pollakov Financial Group, Inc. August 2009 - Present
Loyola Marymount University Finance Department July 2008 - May 2009
Fulcrum Surf June 2007 - August 2008
Skills
Business, Long Term Care Insurance
Education
Loyola Marymount University 2005 — 2009
B.A. Business Administration, Finance, Entrepreneurship
University of Oxford 2008 — 2008
B.A. Business Administration, Political Science- International Relations
Nanyang Technological University 2007 — 2007
B.A. Business Administration, Business, Finance
Torrey Pines
Tom Adamson Tom Adamson's The Pollakov Financial Group, Inc. Experience January 2006 - June 2010
Job
Industry Consumer Goods
Experience
Full Gorilla Apparel March 2012 - Present
Mortgage Alliance Group December 2010 - March 2012
Ashford University June 2010 - December 2010
The Pollakov Financial Group, Inc. January 2006 - June 2010
Valley Vista Mortgage June 2004 - December 2005
First Mortgage Corporation June 2001 - June 2004
Temecula Valley USD January 1993 - June 2001
Skills
Financial Analysis, Strategic Planning, Sales, Marketing, Budgets, CRM, Sales Process, Email Marketing, Customer Satisfaction, Real Estate, Finance, Program Management, Mortgage Lending, Customer Service, Team Building, Loans, Leadership, Training, Sales Management, Strategy, Negotiation, Entrepreneurship, Start-ups, Business Planning, Retail, Small Business, Social Media, Coaching, Banking, Customer Retention, Executive Management, Insurance, Management, Financial Services, Selling, New Business Development, Networking, Direct Sales, Marketing Strategy, Business Development, Cold Calling, Account Management, Employee Benefits, Team Leadership, Salesforce.com, Social Networking, Online Marketing, Time Management, Lead Generation, Strategic Partnerships
Education
Azusa Pacific University 1995 — 1996
Educational Adminstration
Linfield College 1990 — 1993
Bachelor of Science (BS), Physical Education/Athletic Training
Full Gorilla Apparel March 2012 - Present
Mortgage Alliance Group December 2010 - March 2012
Ashford University June 2010 - December 2010
The Pollakov Financial Group, Inc. January 2006 - June 2010
Valley Vista Mortgage June 2004 - December 2005
First Mortgage Corporation June 2001 - June 2004
Temecula Valley USD January 1993 - June 2001
Skills
Financial Analysis, Strategic Planning, Sales, Marketing, Budgets, CRM, Sales Process, Email Marketing, Customer Satisfaction, Real Estate, Finance, Program Management, Mortgage Lending, Customer Service, Team Building, Loans, Leadership, Training, Sales Management, Strategy, Negotiation, Entrepreneurship, Start-ups, Business Planning, Retail, Small Business, Social Media, Coaching, Banking, Customer Retention, Executive Management, Insurance, Management, Financial Services, Selling, New Business Development, Networking, Direct Sales, Marketing Strategy, Business Development, Cold Calling, Account Management, Employee Benefits, Team Leadership, Salesforce.com, Social Networking, Online Marketing, Time Management, Lead Generation, Strategic Partnerships
Education
Azusa Pacific University 1995 — 1996
Educational Adminstration
Linfield College 1990 — 1993
Bachelor of Science (BS), Physical Education/Athletic Training
Derek McDougall's The Pollakov Financial Group, Inc. Experience June 2011 - June 2012
Job Divisional Vice President at AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors, LLC. June 2012 - Present
McDougall Financial Partners June 2011 - Present
The Pollakov Financial Group, Inc. June 2011 - June 2012
McDougall & Associates June 2010 - June 2011
Derek M. McDougall June 2008 - June 2010
The Pollakov Financial Group, Inc. June 2005 - June 2008
MassMutual Financial Group June 2007 - March 2008
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning..., Comprehensive Financial...
Education
University of California, San Diego 2000 — 2005
Bachelor's degree, Economics, Provost Honors
Santa Cruz high
AXA Advisors, LLC. June 2012 - Present
McDougall Financial Partners June 2011 - Present
The Pollakov Financial Group, Inc. June 2011 - June 2012
McDougall & Associates June 2010 - June 2011
Derek M. McDougall June 2008 - June 2010
The Pollakov Financial Group, Inc. June 2005 - June 2008
MassMutual Financial Group June 2007 - March 2008
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning..., Comprehensive Financial...
Education
University of California, San Diego 2000 — 2005
Bachelor's degree, Economics, Provost Honors
Santa Cruz high
Lori DiBacco ~ CPPS's The Pollakov Financial Group, Inc. Experience December 2007 - January 2010
Job CFO/Owner Coco & Boo Pet Concierge Plus
Industry Consumer Services
Experience
Coco & Boo Pet Concierge Plus, LLC 2008 - Present
The Pollakov Financial Group, Inc. December 2007 - January 2010
Crest Healthcare 2005 - 2006
Jantzen Swimwear 1996 - 2004
Sunwear West Apparel Sales 1996 - 2004
Speedo 1985 - 1996
Skills
Strategic Financial..., Coaching, Marketing Strategy, Retail, PowerPoint, Pets, Leadership, Sales Operations, Merchandising, Entrepreneurship, Start-ups, Selling, Time Management, Social Media Marketing, Inventory Management, Business Planning, Budgets, Marketing
Education
Portland State University 1974 — 1978
BA, Public Relations, Marketing
Madison High School 1970 — 1974
Coco & Boo Pet Concierge Plus, LLC 2008 - Present
The Pollakov Financial Group, Inc. December 2007 - January 2010
Crest Healthcare 2005 - 2006
Jantzen Swimwear 1996 - 2004
Sunwear West Apparel Sales 1996 - 2004
Speedo 1985 - 1996
Skills
Strategic Financial..., Coaching, Marketing Strategy, Retail, PowerPoint, Pets, Leadership, Sales Operations, Merchandising, Entrepreneurship, Start-ups, Selling, Time Management, Social Media Marketing, Inventory Management, Business Planning, Budgets, Marketing
Education
Portland State University 1974 — 1978
BA, Public Relations, Marketing
Madison High School 1970 — 1974
Robert Clonts's The Pollakov Financial Group, Inc. Experience August 2006 - August 2007
Job Psych Nurse at Rady's
Industry Hospital & Health Care
Experience
ASTCI March 2015 - Present
Scripps Insurance Services July 2007 - May 2009
The Pollakov Financial Group, Inc. August 2006 - August 2007
Skills
Nursing, Healthcare, EMR, Healthcare Management, Medical Terminology, Patient Safety, Nursing Education, EKG, ACLS, BLS, Hospitals
Education
Kaplan University 2009 — 2011
Associate's degree, Nursing
University of Phoenix 2001 — 2003
Bachelors of Science, Bus. Management
ASTCI March 2015 - Present
Scripps Insurance Services July 2007 - May 2009
The Pollakov Financial Group, Inc. August 2006 - August 2007
Skills
Nursing, Healthcare, EMR, Healthcare Management, Medical Terminology, Patient Safety, Nursing Education, EKG, ACLS, BLS, Hospitals
Education
Kaplan University 2009 — 2011
Associate's degree, Nursing
University of Phoenix 2001 — 2003
Bachelors of Science, Bus. Management
Gregory Terrazas's The Pollakov Financial Group, Inc. Experience October 2012 - December 2013
Job Financial Services Professional at Allen Financial Advisement
Industry Financial Services
Experience
Allen Financial Advisement January 2014 - Present
The Pollakov Financial Group, Inc. October 2012 - December 2013
Vail Resorts August 2010 - January 2011
Skills
Fixed Annuities, Life Insurance, Finance, Disability Insurance, Management, Strategic Financial..., Sales, Microsoft Excel, Financial Planning
Education
Brea Olinda
University of California, San Diego
Cambridge University
Allen Financial Advisement January 2014 - Present
The Pollakov Financial Group, Inc. October 2012 - December 2013
Vail Resorts August 2010 - January 2011
Skills
Fixed Annuities, Life Insurance, Finance, Disability Insurance, Management, Strategic Financial..., Sales, Microsoft Excel, Financial Planning
Education
Brea Olinda
University of California, San Diego
Cambridge University
Lewis Kim's The Pollakov Financial Group, Inc. Experience June 2009 - May 2010
Job Payer Contracts Analyst at L.A. Care Health Plan
Industry Hospital & Health Care
Experience
L.A. Care Health Plan February 2015 - Present
Bank of America September 2012 - June 2014
The Pollakov Financial Group, Inc. June 2009 - May 2010
Skills
Financial Analysis, Investments, Finance, Strategic Financial..., Banking, Risk Management, Auditing, Microsoft Office, IBM iSeries, Accounting, Management, Portfolio Management, Internal Audit
Education
University of California, San Diego 2007 — 2012
Bachelor of Science (BS), Management Science (Economics), Psychology Minor
L.A. Care Health Plan February 2015 - Present
Bank of America September 2012 - June 2014
The Pollakov Financial Group, Inc. June 2009 - May 2010
Skills
Financial Analysis, Investments, Finance, Strategic Financial..., Banking, Risk Management, Auditing, Microsoft Office, IBM iSeries, Accounting, Management, Portfolio Management, Internal Audit
Education
University of California, San Diego 2007 — 2012
Bachelor of Science (BS), Management Science (Economics), Psychology Minor