Total Financial Solutions
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Total Financial Solutions Employees
Employee
Years
Job
Industry
George Margossian George Margossian's Total Financial Solutions Experience June 2008 - October 2012
Job Business Development Executive at Staples Advantage
Industry Business Supplies and Equipment
Experience
Staples Advantage December 2013 - Present
Paychex May 2012 - December 2013
Total Financial Solutions June 2008 - October 2012
Northwestern Mutual February 2001 - June 2008
Skills
Cold Calling, Payroll Taxes, Sales Management, Sales, Lead Generation, Salesforce.com, Customer Satisfaction, Management Consulting, Small Business, Creative Problem Solving, Telemarketing, B2B Sales
Education
University of Colorado at Denver 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Staples Advantage December 2013 - Present
Paychex May 2012 - December 2013
Total Financial Solutions June 2008 - October 2012
Northwestern Mutual February 2001 - June 2008
Skills
Cold Calling, Payroll Taxes, Sales Management, Sales, Lead Generation, Salesforce.com, Customer Satisfaction, Management Consulting, Small Business, Creative Problem Solving, Telemarketing, B2B Sales
Education
University of Colorado at Denver 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Barb Hine Barb Hine's Total Financial Solutions Experience July 2005 - January 2007
Job
Industry Executive Office
Experience
Odyssey Restaurant August 2006 - May 2008
Total Financial Solutions July 2005 - January 2007
Countrywide Home Loans August 2004 - June 2005
California Retirement Planners Group Inc April 1997 - February 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop
Education
California State University, Fresno
California Department of Insurance Life License #OC74497
Fresno City College
Mike Russ Financial Planning Education Studio City, CA
Odyssey Restaurant August 2006 - May 2008
Total Financial Solutions July 2005 - January 2007
Countrywide Home Loans August 2004 - June 2005
California Retirement Planners Group Inc April 1997 - February 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop
Education
California State University, Fresno
California Department of Insurance Life License #OC74497
Fresno City College
Mike Russ Financial Planning Education Studio City, CA
Kacy Witten Kacy Witten's Total Financial Solutions Experience June 2012 - Present
Job Co Owner of Total Financial Solutions
Industry Financial Services
Experience
Internal Revenue Service November 2014 - Present
Total Financial Solutions June 2012 - Present
CFS Tax & Accounting August 1998 - June 2012
Skills
Customer Service, Strategic Planning, New Business Development, Financial Analysis, Management, Accounting, Entrepreneurship, Microsoft Office, Business Analysis, Microsoft Excel
Education
Kirkwood Community College
Internal Revenue Service November 2014 - Present
Total Financial Solutions June 2012 - Present
CFS Tax & Accounting August 1998 - June 2012
Skills
Customer Service, Strategic Planning, New Business Development, Financial Analysis, Management, Accounting, Entrepreneurship, Microsoft Office, Business Analysis, Microsoft Excel
Education
Kirkwood Community College
Jared Ebner Jared Ebner's Total Financial Solutions Experience May 2010 - October 2011
Job Operations Manager at Ebner Brewing Co.
Industry Financial Services
Experience
Ebner Brewing Co. March 2013 - Present
Total Financial Solutions May 2010 - October 2011
Education
The Master's College 2005 — 2009
BA, History with minors in Biology and Bible
Ebner Brewing Co. March 2013 - Present
Total Financial Solutions May 2010 - October 2011
Education
The Master's College 2005 — 2009
BA, History with minors in Biology and Bible
Danika Sanchez Danika Sanchez's Total Financial Solutions Experience August 2007 - August 2008
Job Executive Administrative Assistant at Infinity Wealth Management
Industry Financial Services
Experience
Infinity Wealth Management April 2013 - Present
M.O.R.E. Solutions July 2012 - April 2013
Cosmic Sales, Inc January 2012 - July 2012
INFINITY WEALTH MANAGEMENT August 2008 - November 2011
Women Entrepreneurs of Santa Clarita Valley 2010 - 2011
Total Financial Solutions August 2007 - August 2008
Woodbury Financial Services August 2005 - August 2007
SUSAN E. MCEOWEN January 2001 - August 2005
USYVL 2003 - 2004
Skills
Creative Problem Solving, Customer Experience, Adult Education, Marketing, Coaching, Customer Service, Insurance, Retirement Planning, Leadership Development, Income for Life, Mutual Funds, Retirement, Research, Time Management, CRM, Business Planning, Investments, Employee Training, Team Building, Estate Planning, Financial Services, Finance, Strategic Financial...
Education
College of the Canyons
A.S, Early Childhood Education
UC San Diego
Infinity Wealth Management April 2013 - Present
M.O.R.E. Solutions July 2012 - April 2013
Cosmic Sales, Inc January 2012 - July 2012
INFINITY WEALTH MANAGEMENT August 2008 - November 2011
Women Entrepreneurs of Santa Clarita Valley 2010 - 2011
Total Financial Solutions August 2007 - August 2008
Woodbury Financial Services August 2005 - August 2007
SUSAN E. MCEOWEN January 2001 - August 2005
USYVL 2003 - 2004
Skills
Creative Problem Solving, Customer Experience, Adult Education, Marketing, Coaching, Customer Service, Insurance, Retirement Planning, Leadership Development, Income for Life, Mutual Funds, Retirement, Research, Time Management, CRM, Business Planning, Investments, Employee Training, Team Building, Estate Planning, Financial Services, Finance, Strategic Financial...
Education
College of the Canyons
A.S, Early Childhood Education
UC San Diego
Erick Mateo Erick Mateo's Total Financial Solutions Experience 2007 - 2008
Job Saxophonist/Pianist/Occasional Guitarist at The Manny Garcia Band
Industry Music
Experience
The Manny Garcia Band 2009 - Present
Self Employed Music Teacher January 2008 - Present
The O'My's 2007 - Present
Entertainment Cruises Inc. 2011 - 2012
Total Financial Solutions 2007 - 2008
Skills
Tenor Saxophone, Acoustic Guitar, Piano, Bartending, Data Entry
Education
Columbia College Chicago 2008 — 2013
Bachelor of Arts (BA), Instrumental Performance: Jazz Studies
Lane Tech College Prep 2004 — 2008
The Manny Garcia Band 2009 - Present
Self Employed Music Teacher January 2008 - Present
The O'My's 2007 - Present
Entertainment Cruises Inc. 2011 - 2012
Total Financial Solutions 2007 - 2008
Skills
Tenor Saxophone, Acoustic Guitar, Piano, Bartending, Data Entry
Education
Columbia College Chicago 2008 — 2013
Bachelor of Arts (BA), Instrumental Performance: Jazz Studies
Lane Tech College Prep 2004 — 2008
Alex Yoo Alex Yoo's Total Financial Solutions Experience October 2002 - October 2006
Job President of The Corban Group
Industry Financial Services
Experience
Corban Financial November 2006 - Present
Total Financial Solutions October 2002 - October 2006
CHA Hollywood Presbyterian Medical Center January 1990 - January 2000
Skills
Financial Planning, Retirement Planning, Annuities, Asset Management, Insurance, Employee Benefits, Strategic Planning, Compliance, New Business Development, Small Business, Business Planning, Mentoring, Notary Public, Tax Preparation, Health Insurance, life insurance, 401k Plans, 401k Rollover, Series 63, Series 6, Estate Planning, 401k, Strategic Financial..., Life Insurance, Fixed Annuities, Finance, Disability Insurance, Financial Services, Financial Planners, Long-term Care, IRAs, Financial Advisory, Wealth, Wealth Management, Alternative Investments, Term Life Insurance, Wealth Accumulation, 401k Rollovers, Wealth Management...
Education
University of California, San Francisco 1989 — 1991
Corban Financial November 2006 - Present
Total Financial Solutions October 2002 - October 2006
CHA Hollywood Presbyterian Medical Center January 1990 - January 2000
Skills
Financial Planning, Retirement Planning, Annuities, Asset Management, Insurance, Employee Benefits, Strategic Planning, Compliance, New Business Development, Small Business, Business Planning, Mentoring, Notary Public, Tax Preparation, Health Insurance, life insurance, 401k Plans, 401k Rollover, Series 63, Series 6, Estate Planning, 401k, Strategic Financial..., Life Insurance, Fixed Annuities, Finance, Disability Insurance, Financial Services, Financial Planners, Long-term Care, IRAs, Financial Advisory, Wealth, Wealth Management, Alternative Investments, Term Life Insurance, Wealth Accumulation, 401k Rollovers, Wealth Management...
Education
University of California, San Francisco 1989 — 1991
Britney Howard Britney Howard's Total Financial Solutions Experience August 2015 - Present
Job at
Industry Hospital & Health Care
Experience
Total Financial Solutions August 2015 - Present
Mayo Clinic July 2014 - Present
Banner Health February 2011 - July 2014
Skills
ACLS, Acute Care, BLS, Critical Care, Emergency Room, ICU, Inpatient, Medical/Surgical, Nursing, Patient Safety, Medication..., Nursing Education, PALS, Patient Advocacy, Telemetry, Registered Nurses, IV, Patient Education, Cerner, Post Anesthesia Care, Nursing Process, Cardiac Care, Direct Patient Care, Nursing Care, Nursing Management, EMR, Ambulatory, Home Care, Vital Signs, Disease Management, Cardiac Monitoring, Quality Patient Care, Nursing Documentation, Phlebotomy, Geriatric Nursing, Trach Care, Emergency Nursing, Wound Care, EKG, Utilization Management, Quality Improvement, Hospitals, Healthcare, Healthcare Management, CPR Certified, Clinical Research, Medical Terminology, Medical-Surgical
Education
Grand Canyon University 2013 — 2013
Bachelor's degree, Registered Nursing/Registered Nurse
Glendale Community College 2009 — 2010
Associates, Registered Nursing/Registered Nurse
Arizona State University 2006 — 2010
Bachelor's degree, Biology, General
Total Financial Solutions August 2015 - Present
Mayo Clinic July 2014 - Present
Banner Health February 2011 - July 2014
Skills
ACLS, Acute Care, BLS, Critical Care, Emergency Room, ICU, Inpatient, Medical/Surgical, Nursing, Patient Safety, Medication..., Nursing Education, PALS, Patient Advocacy, Telemetry, Registered Nurses, IV, Patient Education, Cerner, Post Anesthesia Care, Nursing Process, Cardiac Care, Direct Patient Care, Nursing Care, Nursing Management, EMR, Ambulatory, Home Care, Vital Signs, Disease Management, Cardiac Monitoring, Quality Patient Care, Nursing Documentation, Phlebotomy, Geriatric Nursing, Trach Care, Emergency Nursing, Wound Care, EKG, Utilization Management, Quality Improvement, Hospitals, Healthcare, Healthcare Management, CPR Certified, Clinical Research, Medical Terminology, Medical-Surgical
Education
Grand Canyon University 2013 — 2013
Bachelor's degree, Registered Nursing/Registered Nurse
Glendale Community College 2009 — 2010
Associates, Registered Nursing/Registered Nurse
Arizona State University 2006 — 2010
Bachelor's degree, Biology, General
Tracy May Fouts M.F.A.'s Total Financial Solutions Experience October 2013 - May 2014
Job Artist
Industry Fine Art
Experience
Total Financial Solutions October 2013 - May 2014
San Fernando Valley Rescue Mission July 2013 - October 2013
My Instant Guru March 2012 - September 2012
Kindel Furniture Company June 2010 - August 2011
Kendall College of Art and Design of Ferris State University September 2007 - December 2009
Indiana Wesleyan University January 2004 - December 2006
Skills
Photography, Printmaking, Graphic Design, Typing, Art, Creative Problem Solving, Social Media, Marketing Communications, Archiving, Mathematics, Reading, Teaching, Research, Editing, Marketing Strategy, Drawing, Fine Art, PowerPoint, Marketing
Education
Kendall College of Art and Design of Ferris State University 2007 — 2010
M.F.A., Printmaking
Indiana Wesleyan University 2003 — 2006
B.S., Photography and Printmaking
Santa Clarita Christian School 1999 — 2003
High School Diploma
Total Financial Solutions October 2013 - May 2014
San Fernando Valley Rescue Mission July 2013 - October 2013
My Instant Guru March 2012 - September 2012
Kindel Furniture Company June 2010 - August 2011
Kendall College of Art and Design of Ferris State University September 2007 - December 2009
Indiana Wesleyan University January 2004 - December 2006
Skills
Photography, Printmaking, Graphic Design, Typing, Art, Creative Problem Solving, Social Media, Marketing Communications, Archiving, Mathematics, Reading, Teaching, Research, Editing, Marketing Strategy, Drawing, Fine Art, PowerPoint, Marketing
Education
Kendall College of Art and Design of Ferris State University 2007 — 2010
M.F.A., Printmaking
Indiana Wesleyan University 2003 — 2006
B.S., Photography and Printmaking
Santa Clarita Christian School 1999 — 2003
High School Diploma
Malissa Lewis's Total Financial Solutions Experience June 2014 - December 2014
Job Social Media and Marketing Professional
Industry Public Relations and Communications
Experience
The Guidance Center, Inc. February 2015 - September 2015
Hameray Publishing Group November 2014 - February 2015
Bésame Cosmetics October 2014 - December 2014
Total Financial Solutions June 2014 - December 2014
Pacific San Diego Magazine March 2014 - June 2014
Bay City Television, Inc (San Diego6-CW/XETV) May 2013 - June 2014
SDSU Career Services January 2013 - May 2014
The Daily Aztec December 2012 - May 2014
SDSU School of Journalism August 2012 - May 2014
Bay City Television, Inc (San Diego6-CW/XETV) May 2013 - August 2013
Skills
Dependable Team Player, Journalism, Digital Journalism, Social Media Marketing, Media Studies, Marketing Communications, Organization, Teamwork, Blogging, Event Management, Customer Service, Facebook, Social Media, Leadership, Higher Education, Event Planning, Storytelling, Social Networking, AP Style, Marketing, Public Relations, Press Releases, Copy Editing, Editing, News Writing
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Arts (B.A.), Journalism and Media Studies
The Guidance Center, Inc. February 2015 - September 2015
Hameray Publishing Group November 2014 - February 2015
Bésame Cosmetics October 2014 - December 2014
Total Financial Solutions June 2014 - December 2014
Pacific San Diego Magazine March 2014 - June 2014
Bay City Television, Inc (San Diego6-CW/XETV) May 2013 - June 2014
SDSU Career Services January 2013 - May 2014
The Daily Aztec December 2012 - May 2014
SDSU School of Journalism August 2012 - May 2014
Bay City Television, Inc (San Diego6-CW/XETV) May 2013 - August 2013
Skills
Dependable Team Player, Journalism, Digital Journalism, Social Media Marketing, Media Studies, Marketing Communications, Organization, Teamwork, Blogging, Event Management, Customer Service, Facebook, Social Media, Leadership, Higher Education, Event Planning, Storytelling, Social Networking, AP Style, Marketing, Public Relations, Press Releases, Copy Editing, Editing, News Writing
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Arts (B.A.), Journalism and Media Studies
Reginald E. Wiley's Total Financial Solutions Experience May 2002 - October 2005
Job Certified Risk Management Consultant at Harvard Risk Management Corporation
Industry Legal Services
Experience
Men of Valor Transport (Men of Valor, LLC) June 2014 - Present
Harvard Risk Management Corporation September 2015 - Present
Federal Deposit Insurance Corporation June 2009 - June 2014
Quantum Financial, on behalf of the FDIC June 2009 - April 2010
U.S. Small Business Administration December 2005 - April 2010
Total Financial Solutions May 2002 - October 2005
Carlson Restaurants Worldwide February 2001 - April 2002
Combined Independent Agencies June 1999 - January 2001
Mitchell, Williams EDS Partnership, on behalf of the FDIC August 1992 - June 1999
Skills
Loans, Mortgage Lending, Credit, Financial Analysis, Banking, Commercial Lending, Refinance, Loss Mitigation, Mortgage Banking, Small Business, Investments, Relationship Management, Asset Management, Mortgage Servicing, Residential Mortgages, Training, Real Estate, Finance, Loan Origination, Underwriting, Foreclosures, Investment Properties, Commercial Mortgages, Real Estate Transactions, Analysis, Leadership, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Public Speaking, Microsoft Publisher, Personal Training, Nutrition, Sports Coaching, SharePoint, Utility Rate Analysis, Utility Billing, Tax Preparation, Tax Returns, Customer Service, Management, Team Building
Education
University of Oklahoma 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance
Eastfield College
Continuing Education, Writing a Corporate Budget
Eastfield College
Continung Education, Understanding Your Corporate P&L
Eastfield College
Continuing Education, Planning For Results
Eastfield College
Contiuning Education, Managing Change
Eastfield College
Continuing Education, Management Orientation
Eastfield College
Continuing Education, Improving Team Effectiveness for Supervisors
Skyline High School 1976 — 1979
High School Diploma, Food Service & Management
Men of Valor Transport (Men of Valor, LLC) June 2014 - Present
Harvard Risk Management Corporation September 2015 - Present
Federal Deposit Insurance Corporation June 2009 - June 2014
Quantum Financial, on behalf of the FDIC June 2009 - April 2010
U.S. Small Business Administration December 2005 - April 2010
Total Financial Solutions May 2002 - October 2005
Carlson Restaurants Worldwide February 2001 - April 2002
Combined Independent Agencies June 1999 - January 2001
Mitchell, Williams EDS Partnership, on behalf of the FDIC August 1992 - June 1999
Skills
Loans, Mortgage Lending, Credit, Financial Analysis, Banking, Commercial Lending, Refinance, Loss Mitigation, Mortgage Banking, Small Business, Investments, Relationship Management, Asset Management, Mortgage Servicing, Residential Mortgages, Training, Real Estate, Finance, Loan Origination, Underwriting, Foreclosures, Investment Properties, Commercial Mortgages, Real Estate Transactions, Analysis, Leadership, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Public Speaking, Microsoft Publisher, Personal Training, Nutrition, Sports Coaching, SharePoint, Utility Rate Analysis, Utility Billing, Tax Preparation, Tax Returns, Customer Service, Management, Team Building
Education
University of Oklahoma 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance
Eastfield College
Continuing Education, Writing a Corporate Budget
Eastfield College
Continung Education, Understanding Your Corporate P&L
Eastfield College
Continuing Education, Planning For Results
Eastfield College
Contiuning Education, Managing Change
Eastfield College
Continuing Education, Management Orientation
Eastfield College
Continuing Education, Improving Team Effectiveness for Supervisors
Skyline High School 1976 — 1979
High School Diploma, Food Service & Management
Doug Loewen's Total Financial Solutions Experience March 2003 - Present
Job President at BNI West Wing
Industry Financial Services
Experience
BNI West Wing April 2008 - Present
Total Financial Solutions March 2003 - Present
Young Life 1995 - 2002
Education
University of Alberta 1989 — 1993
BNI West Wing April 2008 - Present
Total Financial Solutions March 2003 - Present
Young Life 1995 - 2002
Education
University of Alberta 1989 — 1993