The Retirement Group
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The Retirement Group Employees
Sjoberg Evashenk Consulting September 2006 - Present
The Retirement Group August 2005 - June 2006
Skills
Advanced in Microsoft..., Risk Management, Internal Controls, Process Re-Engineering, Gap Analysis, Contract Review, Financial Analysis, Fraud Prevention, Performance Reviews, Compliance Audits, Report Writing, Leadership, Business Process..., Auditing, Fraud, Business Process..., Data Analysis, Policy, Analysis, Government, Program Management, Quality Auditing, Contract Management, Public Speaking, Budgets, Project Management, Strategic Planning
Education
Western Governors University 2013 — 2013
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
San Diego State University-California State University 2003 — 2006
BS, Finance
CUSO Financial Services, LP January 2015 - Present
Financial Industry Regulatory Authority (FINRA) August 2013 - Present
WorldMeets.US January 2007 - Present
First Allied Securities, Inc. May 2014 - December 2014
Compliance And Operations Solutions (CAOS) May 2013 - April 2014
The Retirement Group September 2013 - December 2013
Law Office of David Sean Dufek May 2013 - August 2013
Sprott Asset Management USA Inc. December 2005 - August 2012
Sprott Global Resource Investments, Ltd March 2002 - August 2012
Taipei Times August 2000 - January 2002
Skills
Investments, Due Diligence, Equities, Finance, Hedge Funds, Securities, Mutual Funds, Financial Risk, Alternative Investments, Management, Risk Management, Capital Markets, Trading, Investment Management, Venture Capital, Asset Management, Investor Relations, Financial Analysis, Series 63, Economics, Financial Markets, Private Equity, Investment Banking, Series 7, Asset Managment, Series 6, 7, 63, 24,...
Education
Scripps College 1992 — 1996
Bachelor of Arts (BA), International Business
National University 2013 — 2015
Masters degree, Psychology
Mission Realty Group March 2015 - Present
The North San Diego County Association of REALTORS® 2011 - Present
TD Ameritrade February 2005 - November 2008
The Retirement Group February 2001 - November 2004
Merrill Lynch March 2000 - July 2001
Nordstrom February 1988 - March 2000
Skills
Real Estate, Investments, Sales, First Time Home Buyers, Customer Service, Negotiation, Team Building, Investors, Condos, Buyer Representation, Short Sales, Sellers, Residential Homes, Investment Properties, Referrals, Buyers
Education
Certified New Home Specialist 2014 — 2014
Certificate
Residential Construction Certified 2014 — 2014
Certified New Home Specialist, New home construction and building
Mike Ferry Real Estate Training 2012 — 2014
Real Estate
Brian Buffini Peak Producers
Real Estate
California Bureau Of Real Estate
MiraCosta College
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Diablo Valley College
Business Administration and Management, General
Grossmont College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
USAA November 2014 - Present
John Hancock Life Insurance Company (U.S.A.) January 2009 - November 2014
USAA August 2007 - December 2008
Southwestern College 2006 - 2007
San Diego State University 2005 - 2007
The Retirement Group June 2005 - March 2006
Skills
Actuarial Science, Data Analysis, Statistics, SAS, ALM, Insurance, Financial Modeling, Valuation, Retirement Planning, Risk Management, Access, Microsoft Excel, Financial Risk, Reinsurance, Fixed Annuities, Life Insurance, Analysis
Education
San Diego State University-California State University 2005 — 2007
M.S., Mathematics
KPMG October 2014 - Present
KPMG September 2012 - September 2014
Love Me Twice Boutique June 2009 - September 2010
The Retirement Group February 2010 - June 2010
Miyamoto International Inc July 2007 - March 2009
California Department of Transportation August 2003 - June 2007
Skills
Finance, Contract Management, Analysis, Strategic Financial..., Budgets, Research, Business Planning, Financial Analysis, Marketing, Concrete, Data Analysis, Auditing, Management Consulting, Risk Management, Financial Planning, Leadership, Management, Project Management, Microsoft Excel
Education
Oregon State University 2010 — 2012
Master of Business Administration (MBA)
University of California, San Diego 2002 — 2007
Bachelor of Science, Science Structural Engineering
dfwretire.com 2005 - Present
The Retirement Group March 1993 - Present
Merrill Lynch March 1997 - July 2000
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Retirement, Certified Financial..., Equities, Strategic Planning, Asset Allocation, Alternative Investments, Financial Advisory, Long-term Care, Series 7, Investments, Insurance, Securities, Portfolio Management, Financial Services, Financial Planners, Asset Management, Financial Analysis, Wealth Management, Fixed Annuities, 401k, Strategic Financial..., FINRA, Life Insurance, Finance, Estate Planning, IRAs, Mutual Funds, Investment Management, Wealth Management..., Underwriting, Loans, Private Equity, Pensions, Relationship Management, Asset, Banking, Options, Due Diligence, Credit, Mortgage Lending, Small Business, Employee Benefits, Term Life Insurance, Series 63, Retirement Plan..., Risk Management, Valuation
Education
Southwestern Baptist Theological Seminary 2000 — 2005
Masters, Theology
Tarleton State University 1983 — 1988
BS, Ag Business
ConfidentVision December 2008 - Present
The Retirement Group October 2005 - December 2008
SWBC Financial Services March 2003 - October 2005
Fidelity Investments January 2001 - March 2003
Skills
Retirement Planning, Estate Planning, Pensions, 401k Rollovers, Equity Indexed Annuities, College Savings Plans, Investments, Defined Benefit, Life Insurance, Alternative Investments, IRAs, Roth IRA, Retirement, Series 7, Insurance, Investment Strategies, Strategic Financial..., 401k, Securities
Education
Texas Tech University 1996 — 2000
Bachelor of Business Administration (BBA), Finance & Economics
Permian High School
Ledgent Technology & Engineering September 2014 - Present
Robert Half Technology April 2014 - August 2014
Robert Half Technology August 2012 - April 2014
Robert Half Technology May 2011 - August 2012
At-Tech February 2011 - May 2011
US Census Bureau March 2010 - August 2010
Cass St. Bar & Grill June 2008 - February 2010
The Retirement Group January 2008 - June 2008
John T. Turner Construction May 2005 - July 2006
Wai & Connor, LLP November 2004 - April 2005
Skills
Temporary Placement, Technical Recruiting, Mac OS X, Training, Talent Acquisition, Staffing Services, Interviews, Analysis, CRM, OS X, Security, Finance, Recruiting, Time Management, Internet Recruiting, Career Counseling, Applicant Tracking..., Payroll, Resume Writing, College Recruiting, Customer Service, Temporary Staffing, Information Technology, Deferred Compensation, Contract Recruitment, Screening Resumes, Leadership, Hiring, System Administration, Executive Search, Permanent Placement, Technical Support, Onboarding
Education
University of San Diego 2007 — 2009
MBA
Penn State University 1999 — 2003
BA, History
Seaside Spine Medical Associates January 2015 - Present
ScribeAmerica August 2009 - October 2014
The Retirement Group May 2009 - September 2009
Skills
Medicine, Pediatrics, Public Speaking, Research, PowerPoint, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Event Planning, Healthcare, Customer Service
Education
San Diego State University-California State University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Southwestern College 2002 — 2005
Associate of Arts (A.A.), Psychology
W.O.R.L.D. Associates October 2014 - Present
ConfidentVision March 2010 - September 2014
The Retirement Group May 2008 - October 2009
Reilly Financial Advisors 2007 - 2008
Independent Financial Group LLC April 2005 - August 2007
Bachrach & Associates 2007 - 2007
Trilogy Financial Services 2002 - 2005
Kforce Inc. 2000 - 2002
O'Neal Steel 1996 - 2000
United States Marine Corps 1989 - 1996
Skills
Investments, Retirement, Financial Services, Retirement Planning, Series 7, Strategic Financial..., Team Building, Insurance, Securities, Wealth Management, Investment Management, Sales, 401k, Long Term Care Insurance, Mutual Funds, Strategic Planning, Series 63, Employee Benefits, Small Business, Leadership, Alternative Investments, Portfolio Management, Risk Management, Asset Management, Estate Planning, Asset Allocation, Series 65, Wealth Management..., Term Life Insurance, Personal Finance, Process Improvement, Asset Managment, Finance, Fixed Annuities, Life Insurance, Investment Advisory, Investment Strategies, Financial Planners, Roth IRA, Financial Advisory, Series 6, Variable Annuities, Wealth, Long-term Care, Equities, Universal Life, IRAs, 401k Rollovers, Wealth Accumulation, Disability Insurance
Education
Texas A&M University 1985 — 1989
Bachelor of Science, Economics
Baton Rouge Magnet High School 1982 — 1985
Robert E Lee High School 1981 — 1982
Pacific Wealth Management LLC March 2000 - Present
Girard Securities, Inc April 2005 - Present
Pacific Divorce Management, LLC 2009 - Present
The Retirement Group August 1997 - March 2000
Rauscher Pierce Refsnes Inc May 1996 - July 1997
Principal Financial Securities Inc March 1995 - May 1996
Southwest Securities June 1994 - March 1995
Skills
Operations Management, Strategic Planning, Wealth Management, Software Implementation, Registered Investment..., Project Management, Strategic Financial..., Series 7, Series 24, Series 66, Insurance, FINRA, Financial Advisory, Wealth, Asset Managment, CRM Databases, Retirement Planning, Securities, Business Process..., Managerial Finance, Risk Management, Mutual Funds, Software Implementation..., Information Technology, Cyber-security, Human Resources, Vendor Management
Education
University of Phoenix 2001 — 2002
MBA
Fort Lewis College 1992 — 1993
BA
KIO Networks USA February 2014 - Present
CariNet October 2011 - January 2014
The Retirement Group June 2010 - December 2010
Critic S.L. May 2008 - February 2009
Skills
Fluent English, Basic German, Medium Italian, Native Languages:..., PHP, CSS, Microsoft SQL Server, XML, MySQL, Perl, AJAX, jQuery, Windows Server, Ubuntu, SOAP, JSON, Microsoft Access, Visio, Java, SQL, Linux, Networking
Education
La Salle University 2009 — 2010
MBA International, Master of Business and Administration
Coleman College 2012 — 2014
Master of Science in Information Systems Management – (MSISM)
Universitat Rovira i Virgili 2005 — 2008
Computer Science
Universitat Rovira i Virgili 2008 — 2008
Postgraduate in Information Technology English Edition
Bank of America October 2011 - Present
Bank of America Home Loans August 2010 - October 2011
Bank of America Home Loans September 2005 - August 2010
The Retirement Group October 2003 - September 2005
Skills
Finance, Forecasting, Budgets, Financial Risk, Financial Analysis, Financial Modeling, Credit Risk, Databases, Corporate Finance, Strategic Financial..., Risk Management, SQL, Economics, Econometrics, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Access, SAP, SAS, Staff Management, Variance Analysis, Accounts Payable, Pivot Tables, Vlookup, Sumif, Statistics, Customer Segmentation..., Data Segmentation, Secondary Market, Pricing Strategy, Business Impact Analysis, Mathematical Analysis, Financial Statement..., Cash Flow, Regression Analysis
Education
San Diego State University-California State University 2000 — 2005
Bachelors, Quantitative Economics, Mathematics minor
La Mesa Vision Care Center April 2004 - Present
Zagrodnik + Thomas Architects, LLP 1999 - 2004
The Retirement Group August 1998 - May 1999
La Jolla Securities / Centex Securities Inc. March 1997 - August 1998
Payroll 1 / PrimePay August 1994 - March 1997
Ciry Event Staff Services January 1994 - August 1994
Skills
Microsoft Office, Singing, Design Research, Photoshop, Submittals
Education
Arizona State University
The Retirement Group LLC November 2009 - December 2010
The Retirement Group January 2000 - January 2002
Titleist Golf January 1996 - January 2000
Frank Automotive January 1995 - January 1996
Education
Grossmont College 1993 — 1995
AA CSIS, Computer Science