The Retirement Group LLC
The Retirement Group LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Retirement Group LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Retirement Group LLC Salaries. You can even request information on how much does The Retirement Group LLC pay if you want to. Learn about salaries, pros and cons of working for The Retirement Group LLC 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!
31 The Retirement Group LLC employees in database. Find out everything there's to know about The Retirement Group LLC 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 Retirement Group LLC Employees
Employee
Years
Job
Industry
Mari Yamato Mari Yamato's The Retirement Group LLC Experience March 2013 - July 2013
Job Appraisal Analyst at BofI Federal Bank
Industry Real Estate
Experience
BofI Federal Bank February 2015 - Present
Breakwater Equity Partners June 2014 - Present
UCSD Audit & Management Advisory Services January 2014 - June 2014
CFG Wealth Management July 2013 - November 2013
The Retirement Group LLC March 2013 - July 2013
The Pioneer Log January 2012 - May 2012
Prescient Ventures Partners LLC September 2011 - December 2011
Skills
Photoshop, Microsoft Excel, PowerPoint, Salesforce.com, Asset Allocation, Research, Financial Accounting, Advertising, InDesign, Newspaper Design, Sales, Trepp, Financial Modeling
Education
University of California, San Diego 2012 — 2014
Management Science B.S. Accounting minor
Lewis and Clark College 2010 — 2012
Economics B.A.
albany high
BofI Federal Bank February 2015 - Present
Breakwater Equity Partners June 2014 - Present
UCSD Audit & Management Advisory Services January 2014 - June 2014
CFG Wealth Management July 2013 - November 2013
The Retirement Group LLC March 2013 - July 2013
The Pioneer Log January 2012 - May 2012
Prescient Ventures Partners LLC September 2011 - December 2011
Skills
Photoshop, Microsoft Excel, PowerPoint, Salesforce.com, Asset Allocation, Research, Financial Accounting, Advertising, InDesign, Newspaper Design, Sales, Trepp, Financial Modeling
Education
University of California, San Diego 2012 — 2014
Management Science B.S. Accounting minor
Lewis and Clark College 2010 — 2012
Economics B.A.
albany high
Mason Herron Mason Herron's The Retirement Group LLC Experience March 2011 - June 2011
Job District Director at California State Assembly
Industry Government Relations
Experience
The San Diego Group January 2012 - Present
California State Assembly March 2015 - Present
Craig Huey for State Assembly July 2012 - November 2012
Assemblymember Brian Jones September 2011 - July 2012
Assemblymember Brian Jones June 2011 - September 2011
The Retirement Group LLC March 2011 - June 2011
Institute for Children and Poverty August 2010 - December 2010
Skills
Legal Writing, Political Campaigns, Press Releases, Media Relations, Legislative Relations, Research, Legislative Research, Data Analysis, Management, Policy, Policy Analysis, Government, Community Outreach, Strategic Communications
Education
University of Pittsburgh 2006 — 2010
BA, English Literature, History
The San Diego Group January 2012 - Present
California State Assembly March 2015 - Present
Craig Huey for State Assembly July 2012 - November 2012
Assemblymember Brian Jones September 2011 - July 2012
Assemblymember Brian Jones June 2011 - September 2011
The Retirement Group LLC March 2011 - June 2011
Institute for Children and Poverty August 2010 - December 2010
Skills
Legal Writing, Political Campaigns, Press Releases, Media Relations, Legislative Relations, Research, Legislative Research, Data Analysis, Management, Policy, Policy Analysis, Government, Community Outreach, Strategic Communications
Education
University of Pittsburgh 2006 — 2010
BA, English Literature, History
Dani Gurfinkel Dani Gurfinkel's The Retirement Group LLC Experience January 2014 - October 2014
Job Financial Analyst at The Retirement Group
Industry Management Consulting
Experience
The Retirement Group LLC January 2014 - October 2014
The Retirement Group LLC August 2013 - January 2014
Haiku Sushi October 2012 - August 2013
PETCO Animal Supplies, Inc. June 2012 - September 2012
Reach Aftercare January 2012 - May 2012
Skills
Teamwork, Public Speaking, Strong communication..., PowerPoint, Finance, Market Research, Ability to summarize..., Customer Service, Microsoft Office, Goal-oriented..., Microsoft Excel, Leadership, Event Planning
Education
University of California, San Diego 2012 — 2015
Bachelor of Arts (B.A.), Honors with Distinction, Cum Laude, Economics
Brandeis University 2009 — 2011
Economics and Business
The Retirement Group LLC January 2014 - October 2014
The Retirement Group LLC August 2013 - January 2014
Haiku Sushi October 2012 - August 2013
PETCO Animal Supplies, Inc. June 2012 - September 2012
Reach Aftercare January 2012 - May 2012
Skills
Teamwork, Public Speaking, Strong communication..., PowerPoint, Finance, Market Research, Ability to summarize..., Customer Service, Microsoft Office, Goal-oriented..., Microsoft Excel, Leadership, Event Planning
Education
University of California, San Diego 2012 — 2015
Bachelor of Arts (B.A.), Honors with Distinction, Cum Laude, Economics
Brandeis University 2009 — 2011
Economics and Business
Kevin Berce Kevin Berce's The Retirement Group LLC Experience September 2007 - July 2008
Job Certified Financial Planner™
Industry Financial Services
Experience
Jaeger, Daly & Company / College Planners, Inc. December 2008 - June 2013
The Retirement Group LLC September 2007 - July 2008
Harris Investor Services June 2005 - February 2007
Thrivent Financial January 2000 - May 2005
Skills
Strategic Financial..., Retirement Planning, Financial Education..., Client Needs Analysis, Financial Risk Assesment, Solution Development, Client Relationship...
Education
Elmhurst College
Bachelor's degree, History & Economics
Jaeger, Daly & Company / College Planners, Inc. December 2008 - June 2013
The Retirement Group LLC September 2007 - July 2008
Harris Investor Services June 2005 - February 2007
Thrivent Financial January 2000 - May 2005
Skills
Strategic Financial..., Retirement Planning, Financial Education..., Client Needs Analysis, Financial Risk Assesment, Solution Development, Client Relationship...
Education
Elmhurst College
Bachelor's degree, History & Economics
Nick Neal Nick Neal's The Retirement Group LLC Experience August 2007 - May 2009
Job Business Analytics
Industry Renewables & Environment
Experience
Outerwall March 2014 - Present
HD Supply October 2011 - December 2013
HD Supply August 2009 - October 2011
The Retirement Group LLC August 2007 - May 2009
SurfShot Media Inc. July 2006 - August 2007
Skills
Financial Analysis, SAP, Forecasting, Business Analysis, Financial Modeling, SAP BW, Business Intelligence, Process Improvement, Sales, Budgets, Strategic Planning, Access, Business Objects, Exploratory Data..., Pricing, Budgeting, Project Finance, Tableau, R, Microsoft Excel, Leadership
Education
San Diego State University-California State University 2005 — 2009
Bachelor’s Degree, Finance
Outerwall March 2014 - Present
HD Supply October 2011 - December 2013
HD Supply August 2009 - October 2011
The Retirement Group LLC August 2007 - May 2009
SurfShot Media Inc. July 2006 - August 2007
Skills
Financial Analysis, SAP, Forecasting, Business Analysis, Financial Modeling, SAP BW, Business Intelligence, Process Improvement, Sales, Budgets, Strategic Planning, Access, Business Objects, Exploratory Data..., Pricing, Budgeting, Project Finance, Tableau, R, Microsoft Excel, Leadership
Education
San Diego State University-California State University 2005 — 2009
Bachelor’s Degree, Finance
Allan (A.J.) Crane 陈致远 Allan (A.J.) Crane 陈致远's The Retirement Group LLC Experience February 2012 - May 2012
Job Retail Investments at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap November 2012 - Present
Senator Mark Wyland September 2012 - October 2012
Congressman Brian Bilbray August 2011 - September 2012
The Retirement Group LLC February 2012 - May 2012
Stingaree 2009 - 2011
World Trade Center San Diego April 2010 - September 2010
Skills
International Relations, Market Analysis, Valuation, Research, Financial Analysis, Public Speaking, Microsoft Excel, Marketing, Microsoft Office, Social Media, Public Relations, Commercial Real Estate, Commercial Real Estate..., Legislation, Sales, Investments, Market Research, Salesforce.com, Brokerage, Finance, Analysis, Entrepreneurship
Education
San Diego State University-California State University
BA, Political Science, Minor in International Affairs
Temecula Valley High School
honors, 2006
Arizona State University
PoliticalScience
Beijing Normal University
Chinese, Mandarin Chinese, Certificate
California State University-San Marcos
VAP
Marcus & Millichap November 2012 - Present
Senator Mark Wyland September 2012 - October 2012
Congressman Brian Bilbray August 2011 - September 2012
The Retirement Group LLC February 2012 - May 2012
Stingaree 2009 - 2011
World Trade Center San Diego April 2010 - September 2010
Skills
International Relations, Market Analysis, Valuation, Research, Financial Analysis, Public Speaking, Microsoft Excel, Marketing, Microsoft Office, Social Media, Public Relations, Commercial Real Estate, Commercial Real Estate..., Legislation, Sales, Investments, Market Research, Salesforce.com, Brokerage, Finance, Analysis, Entrepreneurship
Education
San Diego State University-California State University
BA, Political Science, Minor in International Affairs
Temecula Valley High School
honors, 2006
Arizona State University
PoliticalScience
Beijing Normal University
Chinese, Mandarin Chinese, Certificate
California State University-San Marcos
VAP
Tito Huerta Tito Huerta's The Retirement Group LLC Experience April 2010 - July 2011
Job Product Control Analyst
Industry Financial Services
Experience
Bank of America August 2014 - Present
Bank of America August 2013 - August 2014
State Street July 2011 - August 2013
The Retirement Group LLC April 2010 - July 2011
Skills
Microsoft Office, Bloomberg, SAP Business Software, Derivatives, Fixed Income, Collateral Management
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts (B.A.), Economics
Bank of America August 2014 - Present
Bank of America August 2013 - August 2014
State Street July 2011 - August 2013
The Retirement Group LLC April 2010 - July 2011
Skills
Microsoft Office, Bloomberg, SAP Business Software, Derivatives, Fixed Income, Collateral Management
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts (B.A.), Economics
Joshua Chapple Joshua Chapple's The Retirement Group LLC Experience 2012 - 2013
Job Marketing and Operations at Aerial Scientific
Industry Financial Services
Experience
Aerial Scientific April 2015 - Present
Weber Logistics September 2014 - March 2015
Ericsson May 2013 - December 2013
The Retirement Group LLC 2012 - 2013
BD Holdings Real Estate 2011 - 2012
Aerial Filmworks 2008 - 2011
Skills
Networking, Financial Analysis, Real Estate, Search Engine..., Research, SEO, Social Media, CRM, Analysis, Program Management, Finance, Market Research, Marketing, Customer Service, Access
Education
University of San Diego 2010 — 2014
Seabury Hall 2003 — 2010
Aerial Scientific April 2015 - Present
Weber Logistics September 2014 - March 2015
Ericsson May 2013 - December 2013
The Retirement Group LLC 2012 - 2013
BD Holdings Real Estate 2011 - 2012
Aerial Filmworks 2008 - 2011
Skills
Networking, Financial Analysis, Real Estate, Search Engine..., Research, SEO, Social Media, CRM, Analysis, Program Management, Finance, Market Research, Marketing, Customer Service, Access
Education
University of San Diego 2010 — 2014
Seabury Hall 2003 — 2010
Daniel Chavira Daniel Chavira's The Retirement Group LLC Experience February 2014 - December 2014
Job Eyecarepro.net: Regional Marketing Representative
Industry Marketing and Advertising
Experience
EyeCarePro.net February 2015 - Present
Persevere Health and Wellness December 2010 - Present
The Retirement Group LLC February 2014 - December 2014
24 Hour Fitness 2011 - 2014
Fourseasons May 2004 - April 2012
Education
Institute for integrative nutrition 2010 — 2013
B.S Certified Health and Wellness Counselor, Health, nutrition, psychology, counseling, bio medical sciences
Santa Barbara City College 2009 — 2012
A.A, Bio Medical Sciences, Psychology
EyeCarePro.net February 2015 - Present
Persevere Health and Wellness December 2010 - Present
The Retirement Group LLC February 2014 - December 2014
24 Hour Fitness 2011 - 2014
Fourseasons May 2004 - April 2012
Education
Institute for integrative nutrition 2010 — 2013
B.S Certified Health and Wellness Counselor, Health, nutrition, psychology, counseling, bio medical sciences
Santa Barbara City College 2009 — 2012
A.A, Bio Medical Sciences, Psychology
Alex Baima Alex Baima's The Retirement Group LLC Experience July 2014 - December 2014
Job Data Analyst
Industry Financial Services
Experience
The Retirement Group LLC July 2014 - December 2014
Your Computer Guru October 2013 - May 2014
Luth Research August 2013 - November 2013
Keystone Capital Corporation February 2012 - May 2012
Victoria’s Secret November 2009 - February 2010
Data Risk Management November 2008 - November 2009
Skills
Microsoft Excel, Microsoft Access, Microsoft Project..., Analytical Reasoning, Leadership, Time Management, Efficiency, Public Speaking, Web Design, Web Analytics, Retirement Planning, Committed to..., PowerPoint, Outlook, Microsoft Word, Data Analysis, SAS® Visual Analytics, Salesforce, Adobe, Social Networking, Market Research, Analysis, Microsoft Office, MS Project
Education
University of San Diego 2008 — 2012
BBA, Business Admin
The Retirement Group LLC July 2014 - December 2014
Your Computer Guru October 2013 - May 2014
Luth Research August 2013 - November 2013
Keystone Capital Corporation February 2012 - May 2012
Victoria’s Secret November 2009 - February 2010
Data Risk Management November 2008 - November 2009
Skills
Microsoft Excel, Microsoft Access, Microsoft Project..., Analytical Reasoning, Leadership, Time Management, Efficiency, Public Speaking, Web Design, Web Analytics, Retirement Planning, Committed to..., PowerPoint, Outlook, Microsoft Word, Data Analysis, SAS® Visual Analytics, Salesforce, Adobe, Social Networking, Market Research, Analysis, Microsoft Office, MS Project
Education
University of San Diego 2008 — 2012
BBA, Business Admin
Onofre Martin III Onofre Martin III's The Retirement Group LLC Experience December 2013 - November 2014
Job NGEN (Marine Corps) Enterprise Service Desk Specialist Mid
Industry Information Technology and Services
Experience
AT&T June 2015 - Present
Insight Global February 2015 - June 2015
The Retirement Group LLC December 2013 - November 2014
Flextronics June 2009 - August 2012
Arvato Digital Services LLC July 2008 - June 2009
Sykes Asia, Inc. May 2007 - February 2008
Skills
Operating Systems, TCP/IP, Technical Support, Troubleshooting, Windows Server
Education
California Institute of Arts and Technology
IT Technician Program
ITT Technical Institute-San Diego
Coursework concentrated in Computer and Electronics Engineering Technology
Southwestern College
Coursework concentrated in Computer Engineering
AT&T June 2015 - Present
Insight Global February 2015 - June 2015
The Retirement Group LLC December 2013 - November 2014
Flextronics June 2009 - August 2012
Arvato Digital Services LLC July 2008 - June 2009
Sykes Asia, Inc. May 2007 - February 2008
Skills
Operating Systems, TCP/IP, Technical Support, Troubleshooting, Windows Server
Education
California Institute of Arts and Technology
IT Technician Program
ITT Technical Institute-San Diego
Coursework concentrated in Computer and Electronics Engineering Technology
Southwestern College
Coursework concentrated in Computer Engineering
Derek Schreiner Derek Schreiner's The Retirement Group LLC Experience January 2015 - Present
Job Associate Portfolio Manager
Industry Financial Services
Experience
The Retirement Group LLC January 2015 - Present
The Retirement Group LLC September 2013 - January 2015
UCSD Transportation Services June 2011 - September 2013
Sigma Alpha Epsilon Fraternity October 2010 - March 2013
Sigma Alpha Epsilon Fraternity March 2011 - June 2011
Postal Annex November 2007 - December 2010
L&N Industrial Tool Supply July 2007 - May 2008
Skills
Team Problem Solving, Organizational..., Organizational..., Highly detail oriented, Pay Close Attention to..., Highly motivated..., Enthusiastic..., Learning Quickly, Always Willing to Learn, Servant Leadership, Team Leadership, Dedication to..., Inspiring Leadership, Superior Work Ethic, Diligent, Takes Initiative, Strong..., Passion for Investment..., Passion for..., Passion for World of..., Highly resourceful, Microsoft Excel, Microsoft Word, PowerPoint, Peachtree, Operating Budgets, Bank Reconciliation, Corporate Finance, Financial Markets, Operations Research, Portfolio Management, Economic Forecasting, Enterprise Finance, Investment Banking, Financial Risk..., Auditing, Taxations, Book Consolidation, Advanced Accounting, Active Team Player, Thorough Research, Nationally Recognized..., Treasury Management, Asset Allocation, Cost Savings Strategies, Adapt Quickly to Change, Quick Thinker, Decisiveness, Leadership Development
Education
UCSD 2010 — 2013
Bachelor of Science (BS), Management Science and Minor in Accounting
Palomar College 2007 — 2010
N/A, IGETC Transfer Coursework
The Retirement Group LLC January 2015 - Present
The Retirement Group LLC September 2013 - January 2015
UCSD Transportation Services June 2011 - September 2013
Sigma Alpha Epsilon Fraternity October 2010 - March 2013
Sigma Alpha Epsilon Fraternity March 2011 - June 2011
Postal Annex November 2007 - December 2010
L&N Industrial Tool Supply July 2007 - May 2008
Skills
Team Problem Solving, Organizational..., Organizational..., Highly detail oriented, Pay Close Attention to..., Highly motivated..., Enthusiastic..., Learning Quickly, Always Willing to Learn, Servant Leadership, Team Leadership, Dedication to..., Inspiring Leadership, Superior Work Ethic, Diligent, Takes Initiative, Strong..., Passion for Investment..., Passion for..., Passion for World of..., Highly resourceful, Microsoft Excel, Microsoft Word, PowerPoint, Peachtree, Operating Budgets, Bank Reconciliation, Corporate Finance, Financial Markets, Operations Research, Portfolio Management, Economic Forecasting, Enterprise Finance, Investment Banking, Financial Risk..., Auditing, Taxations, Book Consolidation, Advanced Accounting, Active Team Player, Thorough Research, Nationally Recognized..., Treasury Management, Asset Allocation, Cost Savings Strategies, Adapt Quickly to Change, Quick Thinker, Decisiveness, Leadership Development
Education
UCSD 2010 — 2013
Bachelor of Science (BS), Management Science and Minor in Accounting
Palomar College 2007 — 2010
N/A, IGETC Transfer Coursework
Kyle Wang Kyle Wang's The Retirement Group LLC Experience July 2013 - September 2013
Job Consultant at IBM
Industry Financial Services
Experience
IBM July 2014 - Present
Sapphire Leadership Program January 2013 - December 2013
The Retirement Group LLC July 2013 - September 2013
Smeal Trading Room Internship Program August 2011 - December 2012
Verizon June 2012 - August 2012
Nittany Lion Fund, LLC. January 2011 - August 2012
Skills
Leadership, Finance, Analysis, Valuation, Budgets, Data Analysis, Project Planning, Time Management, Investments, Strategic Planning, Teamwork, Public Speaking, Access, Accounting, Microsoft Excel, Social Media, Marketing
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance
DEHS
IBM July 2014 - Present
Sapphire Leadership Program January 2013 - December 2013
The Retirement Group LLC July 2013 - September 2013
Smeal Trading Room Internship Program August 2011 - December 2012
Verizon June 2012 - August 2012
Nittany Lion Fund, LLC. January 2011 - August 2012
Skills
Leadership, Finance, Analysis, Valuation, Budgets, Data Analysis, Project Planning, Time Management, Investments, Strategic Planning, Teamwork, Public Speaking, Access, Accounting, Microsoft Excel, Social Media, Marketing
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance
DEHS
Ricardo Otero Ricardo Otero's The Retirement Group LLC Experience April 2013 - Present
Job Lead Analyst and Head of Special Projects at The Retirement Group LLC
Industry Market Research
Experience
The Retirement Group LLC April 2013 - Present
Macy's November 2012 - January 2013
Esplanade Express Laundry February 2012 - April 2012
Magnifund June 2010 - September 2010
JC Penny November 2007 - March 2008
Skills
Microsoft Office, Social Media Marketing, Marketing, Analysis, Market Research, Social Media, Analytics, Research, PowerPoint, Facebook, Online Research, Competitive Analysis, Data Analysis, Marketing Research, Marketing Strategy, Marketing Communications, Advertising, Public Relations, Consumer Behaviour, Online Advertising, Social Networking, Salesforce.com
Education
California State University-Chico
Business Administration; Marketing
Fachhochschule Pforzheim - Hochschule für Gestaltung, Technik und Wirtschaft
The Retirement Group LLC April 2013 - Present
Macy's November 2012 - January 2013
Esplanade Express Laundry February 2012 - April 2012
Magnifund June 2010 - September 2010
JC Penny November 2007 - March 2008
Skills
Microsoft Office, Social Media Marketing, Marketing, Analysis, Market Research, Social Media, Analytics, Research, PowerPoint, Facebook, Online Research, Competitive Analysis, Data Analysis, Marketing Research, Marketing Strategy, Marketing Communications, Advertising, Public Relations, Consumer Behaviour, Online Advertising, Social Networking, Salesforce.com
Education
California State University-Chico
Business Administration; Marketing
Fachhochschule Pforzheim - Hochschule für Gestaltung, Technik und Wirtschaft
Eric Farr's The Retirement Group LLC Experience July 2007 - March 2009
Job Sales Vice President National Accounts – West Region at PayFlex®
Industry Insurance
Experience
PayFlex® October 2014 - Present
Allstate December 2013 - October 2014
Mercer March 2012 - November 2013
Mercer August 2010 - March 2012
The Gamut Company July 2009 - May 2010
The Retirement Group LLC July 2007 - March 2009
Skills
Sales Logics (CRM), Microsoft Office..., Customer Relations, Customer Service, Employee Benefits, Employee Relations, Benefits Administration, Insurance, Leadership, Strategic Planning, COBRA, HRIS, Sales, HR Consulting, Interviews, Health Insurance, Open Enrollment, Employee Engagement, Health Savings Accounts, Disability Insurance, Human Resources, Account Management, Healthcare, Defined Benefit, Strategy, Analysis, Voluntary Employee..., Enrollment Management, Enrollment Firms, B2B Marketing Strategy, FMLA, Deferred Compensation, Benefits Design, Health Care Reform, Executive Pay, Flexible Spending..., 401k, Employee Wellness, Employee Wellness..., Benefits Analysis, Self-funded, New Hire Orientations, Group Medical, HRA, Recruiting, Brokers, Life Insurance, Benefits Negotiation, Term Life Insurance, Hiring
Education
San Diego State University-California State University 2004 — 2008
Business, Admin
Bonita High School 2001 — 2004
PayFlex® October 2014 - Present
Allstate December 2013 - October 2014
Mercer March 2012 - November 2013
Mercer August 2010 - March 2012
The Gamut Company July 2009 - May 2010
The Retirement Group LLC July 2007 - March 2009
Skills
Sales Logics (CRM), Microsoft Office..., Customer Relations, Customer Service, Employee Benefits, Employee Relations, Benefits Administration, Insurance, Leadership, Strategic Planning, COBRA, HRIS, Sales, HR Consulting, Interviews, Health Insurance, Open Enrollment, Employee Engagement, Health Savings Accounts, Disability Insurance, Human Resources, Account Management, Healthcare, Defined Benefit, Strategy, Analysis, Voluntary Employee..., Enrollment Management, Enrollment Firms, B2B Marketing Strategy, FMLA, Deferred Compensation, Benefits Design, Health Care Reform, Executive Pay, Flexible Spending..., 401k, Employee Wellness, Employee Wellness..., Benefits Analysis, Self-funded, New Hire Orientations, Group Medical, HRA, Recruiting, Brokers, Life Insurance, Benefits Negotiation, Term Life Insurance, Hiring
Education
San Diego State University-California State University 2004 — 2008
Business, Admin
Bonita High School 2001 — 2004
Sam Goerss's The Retirement Group LLC Experience June 2012 - April 2014
Job Broker at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC January 2015 - Present
CFG Wealth Management May 2014 - December 2014
The Retirement Group LLC June 2012 - April 2014
C.H. Burnham Inc January 2012 - May 2012
University of Redlands October 2007 - March 2011
Mavel June 2010 - August 2010
Steve and Kates Summer Camp June 2009 - August 2009
University of Redlands January 2009 - May 2009
Boys and Girls Clubs of America January 2008 - May 2008
Pacific Gas and Electric Company June 2007 - August 2007
Skills
Financial Analysis, Market Research, Market Analysis, Energy, Renewable Energy, International Business, Globalization, Marketing Strategy, Spanish, Microsoft Office, Economic Development, Social Media, Social Media Marketing, Self-confidence, Team Leadership, Problem Solving, Punctual, Self Driven, Analytical Abilities, Attention To Detail, Sales, Salesforce.com, Management, Marketing, Time Management, Coaching, Microsoft Excel, PowerPoint, Public Speaking, Research
Education
Universidad de Salamanca 2011 — 2012
Spanish
University of Redlands 2007 — 2011
Bachelor of Science, Global Business
Securities America, Inc. Member FINRA/SIPC January 2015 - Present
CFG Wealth Management May 2014 - December 2014
The Retirement Group LLC June 2012 - April 2014
C.H. Burnham Inc January 2012 - May 2012
University of Redlands October 2007 - March 2011
Mavel June 2010 - August 2010
Steve and Kates Summer Camp June 2009 - August 2009
University of Redlands January 2009 - May 2009
Boys and Girls Clubs of America January 2008 - May 2008
Pacific Gas and Electric Company June 2007 - August 2007
Skills
Financial Analysis, Market Research, Market Analysis, Energy, Renewable Energy, International Business, Globalization, Marketing Strategy, Spanish, Microsoft Office, Economic Development, Social Media, Social Media Marketing, Self-confidence, Team Leadership, Problem Solving, Punctual, Self Driven, Analytical Abilities, Attention To Detail, Sales, Salesforce.com, Management, Marketing, Time Management, Coaching, Microsoft Excel, PowerPoint, Public Speaking, Research
Education
Universidad de Salamanca 2011 — 2012
Spanish
University of Redlands 2007 — 2011
Bachelor of Science, Global Business
Omri Nir's The Retirement Group LLC Experience May 2014 - Present
Job ISR at Shift Technologies, Inc.
Industry Information Technology and Services
Experience
Shift Technologies, Inc. May 2015 - Present
The Retirement Group LLC May 2014 - Present
JT Sands Corp May 2013 - May 2014
Barreto Marketing Group June 2012 - April 2013
Education
University of Oregon 2010 — 2012
Bachelor of Science (BS), Psychology
San Diego Miramar College 2009 — 2010
Associate's degree, Psychology
Shift Technologies, Inc. May 2015 - Present
The Retirement Group LLC May 2014 - Present
JT Sands Corp May 2013 - May 2014
Barreto Marketing Group June 2012 - April 2013
Education
University of Oregon 2010 — 2012
Bachelor of Science (BS), Psychology
San Diego Miramar College 2009 — 2010
Associate's degree, Psychology
Richard Nua Richard Nua's The Retirement Group LLC Experience June 2010 - 2012
Job Sole Proprietor at RSN Design
Industry Graphic Design
Experience
RSN Design September 2005 - Present
Brand Energy & Infrastructure Services, Inc. February 2010 - December 2012
RSN Design August 2003 - March 2012
The Sports Authority May 2009 - February 2012
The Retirement Group LLC June 2010 - 2012
Skills
Customer Service, Word, Microsoft Office, Excel, Customer Relations, Business Operations..., Computer Graphics, Cpr Certified, Construction, Typography, Graphic Design, Sales Management, Advertising Sales, International Marketing, Microsoft Excel, Advertising, Marketing, Sales, Microsoft Word
Education
San Diego Continuing Education 2004 — 2005
I.M.C.P, Mulit-Media Graphic Design Typography
Oceanside Highschool 1987 — 1990
General Studies
RSN Design September 2005 - Present
Brand Energy & Infrastructure Services, Inc. February 2010 - December 2012
RSN Design August 2003 - March 2012
The Sports Authority May 2009 - February 2012
The Retirement Group LLC June 2010 - 2012
Skills
Customer Service, Word, Microsoft Office, Excel, Customer Relations, Business Operations..., Computer Graphics, Cpr Certified, Construction, Typography, Graphic Design, Sales Management, Advertising Sales, International Marketing, Microsoft Excel, Advertising, Marketing, Sales, Microsoft Word
Education
San Diego Continuing Education 2004 — 2005
I.M.C.P, Mulit-Media Graphic Design Typography
Oceanside Highschool 1987 — 1990
General Studies
Madeline Berg's The Retirement Group LLC Experience July 2015 - Present
Job Sales Associate at The Retirement Group LLC
Industry Financial Services
Experience
The Retirement Group LLC July 2015 - Present
The Retirement Group LLC February 2015 - June 2015
MicroLoan Foundation September 2011 - June 2013
Skills
Hardwork, Business Analysis, loyal, Numerical Analysis, logical, responsilbe, Microsoft Word, Microsoft Excel, Leadership, Self-confidence, Self-management, Independent, dedicated, Adapatablity, Critical Thinking, Personable, Customer Service, Teamwork
Education
San Diego State University-California State University 2013 — 2017
Bachelor's Degree, Finance and Financial Management Services, 13
Acalanes High School 2009 — 2013
High School
The Retirement Group LLC July 2015 - Present
The Retirement Group LLC February 2015 - June 2015
MicroLoan Foundation September 2011 - June 2013
Skills
Hardwork, Business Analysis, loyal, Numerical Analysis, logical, responsilbe, Microsoft Word, Microsoft Excel, Leadership, Self-confidence, Self-management, Independent, dedicated, Adapatablity, Critical Thinking, Personable, Customer Service, Teamwork
Education
San Diego State University-California State University 2013 — 2017
Bachelor's Degree, Finance and Financial Management Services, 13
Acalanes High School 2009 — 2013
High School
Jeff Lieber's The Retirement Group LLC Experience May 2009 - January 2010
Job Senior Consultant at Triage Consulting Group
Industry Hospital & Health Care
Experience
Triage Consulting Group June 2012 - Present
Triage Consulting Group September 2010 - June 2012
The Retirement Group LLC May 2009 - January 2010
Lightning Commercial Funding May 2008 - September 2008
Thermopeutix May 2007 - September 2007
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Healthcare Consulting, Data Analysis, Salesforce.com, Business Strategy, Research, Microsoft Word, Strategic Planning, Public Speaking, Access, Management Consulting
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BA, Business- Finance
Triage Consulting Group June 2012 - Present
Triage Consulting Group September 2010 - June 2012
The Retirement Group LLC May 2009 - January 2010
Lightning Commercial Funding May 2008 - September 2008
Thermopeutix May 2007 - September 2007
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Healthcare Consulting, Data Analysis, Salesforce.com, Business Strategy, Research, Microsoft Word, Strategic Planning, Public Speaking, Access, Management Consulting
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BA, Business- Finance
Anna Ramos Bernardo, CRC's The Retirement Group LLC Experience 2003 - 2004
Job Retirement Specialist at Nationwide Retirement Solutions
Industry Financial Services
Experience
Nationwide Retirement Solutions November 2008 - Present
LPL Financial February 2005 - October 2008
TD Waterhouse 2004 - 2005
The Retirement Group LLC 2003 - 2004
Skills
Series 7, Retirement, Mutual Funds, Finance, Series 63, Investments, Securities, Insurance, Financial Services, Customer Service, Qualified Retirement..., Life & Health Insurance..., Series 66, Certified Retirement..., 457 Plans, 403 b, Roth 403b
Education
University of California, Riverside 1999 — 2003
Bachelor of Science (BS), Business Administration
University of California, Riverside 1999 — 2003
Bachelor of Science (B.S.), Business Administration
Nationwide Retirement Solutions November 2008 - Present
LPL Financial February 2005 - October 2008
TD Waterhouse 2004 - 2005
The Retirement Group LLC 2003 - 2004
Skills
Series 7, Retirement, Mutual Funds, Finance, Series 63, Investments, Securities, Insurance, Financial Services, Customer Service, Qualified Retirement..., Life & Health Insurance..., Series 66, Certified Retirement..., 457 Plans, 403 b, Roth 403b
Education
University of California, Riverside 1999 — 2003
Bachelor of Science (BS), Business Administration
University of California, Riverside 1999 — 2003
Bachelor of Science (B.S.), Business Administration
Jim Dempsey, CFA's The Retirement Group LLC Experience 2013 - 2013
Job OSJ at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP January 2014 - Present
The Retirement Group, LLC 2013 - 2013
LPL Financial April 2004 - May 2011
Shott Capital Management 2002 - 2004
Skills
Series 7, Investments, Series 63, Series 24, Operations Management, Business Management, Financial Planning, Series 66, CA Insurance - Life,..., Customer Relations
Education
Pace University 1987 — 1989
MBA, Finance - Securities Analysis and Portfolio Management
University of Notre Dame 1981 — 1985
BBA, Finance
CUSO Financial Services, LP January 2014 - Present
The Retirement Group, LLC 2013 - 2013
LPL Financial April 2004 - May 2011
Shott Capital Management 2002 - 2004
Skills
Series 7, Investments, Series 63, Series 24, Operations Management, Business Management, Financial Planning, Series 66, CA Insurance - Life,..., Customer Relations
Education
Pace University 1987 — 1989
MBA, Finance - Securities Analysis and Portfolio Management
University of Notre Dame 1981 — 1985
BBA, Finance
Minyi Ji's The Retirement Group LLC Experience August 2013 - April 2014
Job Data and Policy Analyst at Acumen LLC
Industry Mechanical or Industrial Engineering
Experience
Acumen LLC September 2014 - Present
The Retirement Group LLC August 2013 - April 2014
UC San Diego September 2012 - March 2013
UC San Diego September 2011 - December 2012
Ecole National Suprieure d’Arts et Mtiers March 2009 - June 2009
Skills
Optimization, Matlab, Algorithms, Mathematica, LaTeX, SQL, MS Office (Word, Excel,..., C/C++, SAS
Education
UCSD 2010 — 2013
Master of Arts (MA), Applied Mathematics
UCSD 2010 — 2013
Master of Science (MS), Aerospace Engineering, 3.94/4.0
Northwestern Polytechnic University (CN) 2005 — 2009
Bachelor's degree, Navigation, guidance and control, 91.2/100
Acumen LLC September 2014 - Present
The Retirement Group LLC August 2013 - April 2014
UC San Diego September 2012 - March 2013
UC San Diego September 2011 - December 2012
Ecole National Suprieure d’Arts et Mtiers March 2009 - June 2009
Skills
Optimization, Matlab, Algorithms, Mathematica, LaTeX, SQL, MS Office (Word, Excel,..., C/C++, SAS
Education
UCSD 2010 — 2013
Master of Arts (MA), Applied Mathematics
UCSD 2010 — 2013
Master of Science (MS), Aerospace Engineering, 3.94/4.0
Northwestern Polytechnic University (CN) 2005 — 2009
Bachelor's degree, Navigation, guidance and control, 91.2/100
Wesley Boudreaux's The Retirement Group LLC Experience July 2013 - Present
Job Financial Advisor at The Retirement Group LLC
Industry Financial Services
Experience
The Retirement Group LLC July 2013 - Present
Morgan Stanley Smith Barney January 2010 - July 2013
UBS Financial Services, Inc. 2007 - 2010
Fidelity Investments January 2001 - September 2007
AG Edwards January 1999 - December 2000
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Series 65, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Investment Advisory, Investment Strategies, Retirement, Financial Planning
Education
Texas Christian University 2002 — 2004
MBA, Finance
Louisiana State University 1997 — 2000
Finance, Finance
The Retirement Group LLC July 2013 - Present
Morgan Stanley Smith Barney January 2010 - July 2013
UBS Financial Services, Inc. 2007 - 2010
Fidelity Investments January 2001 - September 2007
AG Edwards January 1999 - December 2000
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Series 65, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Investment Advisory, Investment Strategies, Retirement, Financial Planning
Education
Texas Christian University 2002 — 2004
MBA, Finance
Louisiana State University 1997 — 2000
Finance, Finance
Marshal Smith's The Retirement Group LLC Experience November 2009 - December 2010
Job Office Manager San Diego Sleep Therapy
Industry Health, Wellness and Fitness
Experience
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
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
Bryce R. Alvari's The Retirement Group LLC Experience January 2012 - June 2013
Job Director of Client Services at CFG Wealth Management
Industry Financial Services
Experience
CFG Wealth Management June 2013 - Present
The Retirement Group LLC January 2012 - June 2013
Skills
Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Investments, Wealth Management, Financial Analysis, Financial Planning, Series 7, Estate Planning, Investment Advisory, Fixed Income Portfolio..., Fixed Income Strategies, Strategic Financial..., Financial Services, Securities, Retirement, Pensions, Customer Service, Portfolio Management
Education
University of California, San Diego
Bachelor's Degree, Economics
University of Georgia - Terry College of Business
Certified Financial Planner Program (Current)
CFG Wealth Management June 2013 - Present
The Retirement Group LLC January 2012 - June 2013
Skills
Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Investments, Wealth Management, Financial Analysis, Financial Planning, Series 7, Estate Planning, Investment Advisory, Fixed Income Portfolio..., Fixed Income Strategies, Strategic Financial..., Financial Services, Securities, Retirement, Pensions, Customer Service, Portfolio Management
Education
University of California, San Diego
Bachelor's Degree, Economics
University of Georgia - Terry College of Business
Certified Financial Planner Program (Current)
Derek Wells's The Retirement Group LLC Experience November 2014 - Present
Job Customer Service Representative at The Retirement Group LLC
Industry Computer Games
Experience
The Retirement Group LLC November 2014 - Present
Sweet Factory April 2008 - February 2014
EB Games/Gamestop October 2003 - October 2007
Skills
Film, Television, Store Management, Retail Sales, Visual Merchandising, Loss Prevention, Merchandising, Retail, Cashiering, Inventory Management, Sales, Customer Service, Inventory Control, Customer Satisfaction, Customer Experience, Time Management
Education
Coleman College 2012 — 2014
game design and development
Academy of Art University 1999 — 2002
Bachelor of Fine Arts (BFA), Cinematography and Film/Video Production
The Retirement Group LLC November 2014 - Present
Sweet Factory April 2008 - February 2014
EB Games/Gamestop October 2003 - October 2007
Skills
Film, Television, Store Management, Retail Sales, Visual Merchandising, Loss Prevention, Merchandising, Retail, Cashiering, Inventory Management, Sales, Customer Service, Inventory Control, Customer Satisfaction, Customer Experience, Time Management
Education
Coleman College 2012 — 2014
game design and development
Academy of Art University 1999 — 2002
Bachelor of Fine Arts (BFA), Cinematography and Film/Video Production
Melissa Woo's The Retirement Group LLC Experience December 2013 - November 2014
Job Client Accounting Representative at AMN Healthcare
Industry Accounting
Experience
AMN Healthcare January 2015 - Present
The Retirement Group LLC December 2013 - November 2014
UC Irvine Department of Intercollegiate Athletics June 2011 - June 2013
DW Investment Group, Inc. 2012 - 2013
Skills
QuickBooks, Time Management, Deposits, Payments, Cash Flow, Microsoft Excel, Bank Reconciliation, Account Reconciliation, Accounts Receivable, Accounts Payable, Accounting, Bookkeeping, Auditing
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
AMN Healthcare January 2015 - Present
The Retirement Group LLC December 2013 - November 2014
UC Irvine Department of Intercollegiate Athletics June 2011 - June 2013
DW Investment Group, Inc. 2012 - 2013
Skills
QuickBooks, Time Management, Deposits, Payments, Cash Flow, Microsoft Excel, Bank Reconciliation, Account Reconciliation, Accounts Receivable, Accounts Payable, Accounting, Bookkeeping, Auditing
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics