Trilogy Financial
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Trilogy Financial Employees
Employee
Years
Job
Industry
Cameron Winchel Cameron Winchel's Trilogy Financial Experience May 2015 - Present
Job Financial Advisor at Trilogy Financial
Industry Public Relations and Communications
Experience
Trilogy Financial May 2015 - Present
Young Ambassadors January 2015 - Present
Private August 2013 - Present
The 7th Annual National Institute for Homeschool Debate July 2014 - August 2014
The 6th Annual National Institute for Homeschool Debate May 2013 - August 2013
Republican National Committee May 2012 - September 2012
The 5th Annual National Institute for Homeschool Debate June 2012 - August 2012
The 4th Annual National Institute for Homeschool Debate June 2011 - August 2011
Apollos Speech and Debate August 2010 - March 2011
Skills
Public Speaking, Research, International Relations, Social Media, Leadership, Debate, Speech Writing, Politics, Writing, Coaching, PowerPoint, Current Affairs, Political Campaigns, Foreign Policy, Government, Policy Analysis, Marketing, Time Management, Training, Editing, Strategic Communications, Interpersonal Skill, Public Relations, History, Strategic Planning, Program Management, Policy, Nonprofits, Islamic History, Macroeconomics
Education
Concordia University-Irvine 2011 — 2015
Bachelor of Arts (B.A.), International Studies & Political Science
Trilogy Financial May 2015 - Present
Young Ambassadors January 2015 - Present
Private August 2013 - Present
The 7th Annual National Institute for Homeschool Debate July 2014 - August 2014
The 6th Annual National Institute for Homeschool Debate May 2013 - August 2013
Republican National Committee May 2012 - September 2012
The 5th Annual National Institute for Homeschool Debate June 2012 - August 2012
The 4th Annual National Institute for Homeschool Debate June 2011 - August 2011
Apollos Speech and Debate August 2010 - March 2011
Skills
Public Speaking, Research, International Relations, Social Media, Leadership, Debate, Speech Writing, Politics, Writing, Coaching, PowerPoint, Current Affairs, Political Campaigns, Foreign Policy, Government, Policy Analysis, Marketing, Time Management, Training, Editing, Strategic Communications, Interpersonal Skill, Public Relations, History, Strategic Planning, Program Management, Policy, Nonprofits, Islamic History, Macroeconomics
Education
Concordia University-Irvine 2011 — 2015
Bachelor of Arts (B.A.), International Studies & Political Science
Armando Blanco Armando Blanco's Trilogy Financial Experience January 2006 - January 2008
Job M.Z. Kark & Associates, Inc
Industry Investment Management
Experience
M.Z. Kark & Associates, Inc April 2013 - Present
Blanco Transportation January 2002 - January 2013
Fiserv ISS January 2008 - February 2010
Trilogy Financial January 2006 - January 2008
Skills
CRM, Finance, Budgets, Training, Project Management, Recruiting, Investments, Account Reconciliation, Sales, Payroll, Contract Negotiation, Customer Service, New Business Development, Procurement, Financial Services
Education
Regis University 2000 — 2004
Bachelor of Science (BS) Degree, Mathematics
M.Z. Kark & Associates, Inc April 2013 - Present
Blanco Transportation January 2002 - January 2013
Fiserv ISS January 2008 - February 2010
Trilogy Financial January 2006 - January 2008
Skills
CRM, Finance, Budgets, Training, Project Management, Recruiting, Investments, Account Reconciliation, Sales, Payroll, Contract Negotiation, Customer Service, New Business Development, Procurement, Financial Services
Education
Regis University 2000 — 2004
Bachelor of Science (BS) Degree, Mathematics
Michael Bergren's Trilogy Financial Experience September 2006 - May 2007
Job Man Cave Colorado
Industry Automotive
Experience
Man Cave Colorado October 2013 - Present
The Motorsport Countryclub February 2008 - April 2011
Club Auto Colorado February 2008 - April 2011
Trilogy Financial September 2006 - May 2007
Acclaim Mortgage October 2005 - February 2006
CarToys May 2000 - September 2005
Quality Auto Sound 1995 - 1996
Skills
has vast network of car..., has lots of experience..., very involved in..., Sales, Strategic Planning, Sales Management, Marketing, Automotive, Strategic Financial..., Business Planning, Customer Service, New Business Development, Budgets, Business Development, Customer Satisfaction, Insurance, Team Building, Charity, Enthusiast, Automobile, Networking, Events, Management, Entrepreneurship, Business Strategy, Contract Negotiation, Small Business, Operations Management, Marketing Strategy, Negotiation, Product Development, Advertising, Vehicles, Strategy, Business, Online Marketing, Pricing, Social Media Marketing, Leadership, CRM, Selling, Account Management, Racing, Sales Operations, Purchasing, Executive Management, Competitive Analysis, Sales Process, Start-ups, Motorsports
Education
University of Colorado at Denver 1993 — 1996
Business Management
Wheat Ridge High School 1989 — 1993
Marketing
Man Cave Colorado October 2013 - Present
The Motorsport Countryclub February 2008 - April 2011
Club Auto Colorado February 2008 - April 2011
Trilogy Financial September 2006 - May 2007
Acclaim Mortgage October 2005 - February 2006
CarToys May 2000 - September 2005
Quality Auto Sound 1995 - 1996
Skills
has vast network of car..., has lots of experience..., very involved in..., Sales, Strategic Planning, Sales Management, Marketing, Automotive, Strategic Financial..., Business Planning, Customer Service, New Business Development, Budgets, Business Development, Customer Satisfaction, Insurance, Team Building, Charity, Enthusiast, Automobile, Networking, Events, Management, Entrepreneurship, Business Strategy, Contract Negotiation, Small Business, Operations Management, Marketing Strategy, Negotiation, Product Development, Advertising, Vehicles, Strategy, Business, Online Marketing, Pricing, Social Media Marketing, Leadership, CRM, Selling, Account Management, Racing, Sales Operations, Purchasing, Executive Management, Competitive Analysis, Sales Process, Start-ups, Motorsports
Education
University of Colorado at Denver 1993 — 1996
Business Management
Wheat Ridge High School 1989 — 1993
Marketing
Dustin Holt's Trilogy Financial Experience August 2015 - Present
Job Associate Financial Advisor
Industry Financial Services
Experience
Trilogy Financial August 2015 - Present
Countywide Wholesale March 2012 - Present
Skills
Team Building, Life Insurance, Financial Markets, Critical Thinking, Economic Research, Risk Assessment, Communication Skills, Economic Modeling, Managerial Economics, Economic Data Analysis, Project Management, Investment Strategies, Analytical Skills, Managing Database, Information Systems, Needs Analysis, Financial Accounting, Communication, Microsoft Office, Management, Customer Service, Marketing Strategy
Education
San Diego State University-California State University 2011 — 2014
Bachelor's Degree, Economics
Trilogy Financial August 2015 - Present
Countywide Wholesale March 2012 - Present
Skills
Team Building, Life Insurance, Financial Markets, Critical Thinking, Economic Research, Risk Assessment, Communication Skills, Economic Modeling, Managerial Economics, Economic Data Analysis, Project Management, Investment Strategies, Analytical Skills, Managing Database, Information Systems, Needs Analysis, Financial Accounting, Communication, Microsoft Office, Management, Customer Service, Marketing Strategy
Education
San Diego State University-California State University 2011 — 2014
Bachelor's Degree, Economics
Dana Edwards's Trilogy Financial Experience August 2015 - Present
Job Wealth Associate at Trilogy Financial
Industry Financial Services
Experience
Trilogy Financial August 2015 - Present
Bluewolf November 2014 - July 2015
Plantronics January 2014 - May 2014
Tappur, Inc January 2014 - May 2014
Watermark September 2013 - March 2014
Kitka Women's Vocal Ensemble October 2012 - September 2013
California School-Based Health Alliance January 2013 - May 2013
Instrumental Music for Children October 2003 - October 2012
Skills
Social Media Marketing, Team Leadership, Marketing, Marketing Strategy, Leadership, Event Planning, Social Media, Customer Service, Strategy, Research, Management, Project Management, Public Speaking, Consulting, Program Management, Social Media Strategist, Team Facilitation, Facebook, Newsletters, Marketing Research, Survey Design, Quantitative Research, Qualitative Research, SPSS, Microsoft Excel, Analytics, Competitive Analysis, Data Analysis, Branding Consultancy, Audience Development, Text Editing, PowerPoint, Pro Tools, Cross-functional Team..., Analysis, Budgets, Creative Marketing, Start-ups, Social Networking, Microsoft Office, Incentives, Strategic Planning, Market Research, Digital Marketing, Salesforce, Conga, Salesforce.com
Education
Mills College 2012 — 2014
Masters, Business Administration
Mills College 2010 — 2012
Bachelor of Arts with Honors, Music Composition
Trilogy Financial August 2015 - Present
Bluewolf November 2014 - July 2015
Plantronics January 2014 - May 2014
Tappur, Inc January 2014 - May 2014
Watermark September 2013 - March 2014
Kitka Women's Vocal Ensemble October 2012 - September 2013
California School-Based Health Alliance January 2013 - May 2013
Instrumental Music for Children October 2003 - October 2012
Skills
Social Media Marketing, Team Leadership, Marketing, Marketing Strategy, Leadership, Event Planning, Social Media, Customer Service, Strategy, Research, Management, Project Management, Public Speaking, Consulting, Program Management, Social Media Strategist, Team Facilitation, Facebook, Newsletters, Marketing Research, Survey Design, Quantitative Research, Qualitative Research, SPSS, Microsoft Excel, Analytics, Competitive Analysis, Data Analysis, Branding Consultancy, Audience Development, Text Editing, PowerPoint, Pro Tools, Cross-functional Team..., Analysis, Budgets, Creative Marketing, Start-ups, Social Networking, Microsoft Office, Incentives, Strategic Planning, Market Research, Digital Marketing, Salesforce, Conga, Salesforce.com
Education
Mills College 2012 — 2014
Masters, Business Administration
Mills College 2010 — 2012
Bachelor of Arts with Honors, Music Composition
Steve Hartel, Registered Financial Planner,AIF's Trilogy Financial Experience October 2009 - Present
Job Helping people achieve financial independence by using practical, affordable, goaldriven financial planning techniques.
Industry Financial Services
Experience
Trilogy Financial October 2009 - Present
Fidelity Family Office Services March 2005 - November 2008
Investors Capital & Eastern Point Advisors January 2004 - December 2004
Koesten Hirschmann & Crabtree, Inc. 1998 - 2003
Skills
Thank you, but I am not..., Retirement, Insurance, Estate Planning, Listening, Business Services, Asset Managment, Strategic Financial..., Tax Mitigation..., Totally Independent and..., Financial Planning, Empathy, Humor, Life Insurance that you..., Retirement Income..., Personal Pensions, Fee For Service, Asset Protection, Income Tax Strategies..., Financial Education, Financial Advice, Financial Advisory, Family Office, Fee-based, Investments, Small Business, Asset Management, Finance, Mutual Funds, Portfolio Management, Management, Uniform Combined State..., Series 7, Financial Services, Business Planning, Strategy, Retirement Planning, Wealth Management, Leadership, Series 63, Entrepreneurship, Securities, 401k, CRM, Wealth, Financial Planners, Alternative Investments, Investment Management, Fixed Annuities, Asset Allocation
Education
University of Denver 1978 — 1981
MBA, Finance
Merrimack College 2009 — 2011
CFP® classes, Financial Planning
University of Southern California 1990 — 1990
Masters Executive Program, Management
Trilogy Financial October 2009 - Present
Fidelity Family Office Services March 2005 - November 2008
Investors Capital & Eastern Point Advisors January 2004 - December 2004
Koesten Hirschmann & Crabtree, Inc. 1998 - 2003
Skills
Thank you, but I am not..., Retirement, Insurance, Estate Planning, Listening, Business Services, Asset Managment, Strategic Financial..., Tax Mitigation..., Totally Independent and..., Financial Planning, Empathy, Humor, Life Insurance that you..., Retirement Income..., Personal Pensions, Fee For Service, Asset Protection, Income Tax Strategies..., Financial Education, Financial Advice, Financial Advisory, Family Office, Fee-based, Investments, Small Business, Asset Management, Finance, Mutual Funds, Portfolio Management, Management, Uniform Combined State..., Series 7, Financial Services, Business Planning, Strategy, Retirement Planning, Wealth Management, Leadership, Series 63, Entrepreneurship, Securities, 401k, CRM, Wealth, Financial Planners, Alternative Investments, Investment Management, Fixed Annuities, Asset Allocation
Education
University of Denver 1978 — 1981
MBA, Finance
Merrimack College 2009 — 2011
CFP® classes, Financial Planning
University of Southern California 1990 — 1990
Masters Executive Program, Management
Monica Machon Monica Machon's Trilogy Financial Experience January 2015 - Present
Job Marketing Coordinator at Trilogy Financial
Industry Marketing and Advertising
Experience
Trilogy Financial January 2015 - Present
New Hope Natural Media November 2013 - October 2014
Grupo Comex December 2011 - November 2013
Reid and Wright, Inc. June 2011 - December 2011
Tiger Claw, Inc May 2008 - January 2011
Inergy Propane LLC May 2007 - May 2008
Skills
Marketing, Email Marketing, Advertising, Online Advertising, Event Planning, Public Relations, Press Releases, Product Development, Sales, Graphic Design, Sales Management, Newsletters, Retail, Management, InDesign, Brand Management, Marketing Strategy, Operations Management, Team Leadership, Account Management, New Business Development, Market Planning, Facebook, Trade Shows, Budgets
Education
Western New England University 2002 — 2006
Bachelor of Science in Business Administration, Marketing Communication / Advertising
Bond University 2005 — 2005
Study Abroad
Trilogy Financial January 2015 - Present
New Hope Natural Media November 2013 - October 2014
Grupo Comex December 2011 - November 2013
Reid and Wright, Inc. June 2011 - December 2011
Tiger Claw, Inc May 2008 - January 2011
Inergy Propane LLC May 2007 - May 2008
Skills
Marketing, Email Marketing, Advertising, Online Advertising, Event Planning, Public Relations, Press Releases, Product Development, Sales, Graphic Design, Sales Management, Newsletters, Retail, Management, InDesign, Brand Management, Marketing Strategy, Operations Management, Team Leadership, Account Management, New Business Development, Market Planning, Facebook, Trade Shows, Budgets
Education
Western New England University 2002 — 2006
Bachelor of Science in Business Administration, Marketing Communication / Advertising
Bond University 2005 — 2005
Study Abroad
Ray Valencia Ray Valencia's Trilogy Financial Experience 2010 - 2011
Job Investment & Planning Advisor at Integrity Wealth Management
Industry Financial Services
Experience
Integrity Wealth Management 2015 - Present
NY&A LLC 2011 - 2015
Trilogy Financial 2010 - 2011
Edward Jones 2008 - 2009
Collins Computing 2006 - 2008
American Fabrication 1997 - 2005
Skills
Portfolio Management, Financial Planning, Financial Analysis, Wealth Management, Retirement Planning, Finance, Client Services, Investments, Life Insurance, Management, Financial Services, Securities, Leadership, Insurance, Strategic Planning, Mutual Funds
Education
California State University-Fullerton - College of Business and Economics
Bachelors, Business Administration and Entrepreneurship
Integrity Wealth Management 2015 - Present
NY&A LLC 2011 - 2015
Trilogy Financial 2010 - 2011
Edward Jones 2008 - 2009
Collins Computing 2006 - 2008
American Fabrication 1997 - 2005
Skills
Portfolio Management, Financial Planning, Financial Analysis, Wealth Management, Retirement Planning, Finance, Client Services, Investments, Life Insurance, Management, Financial Services, Securities, Leadership, Insurance, Strategic Planning, Mutual Funds
Education
California State University-Fullerton - College of Business and Economics
Bachelors, Business Administration and Entrepreneurship
Humphrey Rincon Humphrey Rincon's Trilogy Financial Experience May 2015 - Present
Job Financial Executive at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial May 2015 - Present
Linguist - Independent Contractor June 1980 - June 2015
Habitable Creations Inc. June 1989 - May 2015
Westat Inc. May 2010 - November 2012
Skills
Editing, Research, Spanish, Microsoft Office, New Business Development, Community Outreach, Customer Service, Teaching, Construction Management, Strategic Planning, Public Speaking, Proofreading, Management, Translation, Contract Negotiation, Project Management, Leadership
Education
University of California, San Diego 2009 — 2009
Certificate in Translation and Interpretation, Language Interpretation and Translation, B+ / A
Pasadena City College 1985 — 1987
Certificate in Building Construction Technology, Building Construction Technology, 3.291
Caifornia State University Northridge 1982 — 1985
Bachelor's Degree, Health/Health Care Administration/Management, 3.56
Trilogy Financial May 2015 - Present
Linguist - Independent Contractor June 1980 - June 2015
Habitable Creations Inc. June 1989 - May 2015
Westat Inc. May 2010 - November 2012
Skills
Editing, Research, Spanish, Microsoft Office, New Business Development, Community Outreach, Customer Service, Teaching, Construction Management, Strategic Planning, Public Speaking, Proofreading, Management, Translation, Contract Negotiation, Project Management, Leadership
Education
University of California, San Diego 2009 — 2009
Certificate in Translation and Interpretation, Language Interpretation and Translation, B+ / A
Pasadena City College 1985 — 1987
Certificate in Building Construction Technology, Building Construction Technology, 3.291
Caifornia State University Northridge 1982 — 1985
Bachelor's Degree, Health/Health Care Administration/Management, 3.56
Jonathan J. Meyers Jonathan J. Meyers's Trilogy Financial Experience October 2010 - Present
Job Helping people achieve financial independence with efficient, goaldriven, financial planning knowhow
Industry Financial Services
Experience
Trilogy Financial October 2010 - Present
Skills
Retirement Planning, Financial Planning, Term & Permanent Life..., Portfolio Management, Estate Planning, Income Protection, College Funding, Annuities, 401k, Long Term Care, Comprehensive Wealth..., Fixed Annuities, Strategic Financial..., Retirement, Series 7, Student Financial Aid
Education
Florida Atlantic University 1997 — 2000
BA
Edison College 1993 — 1998
AA
Florida Gulf Coast University 1994 — 1996
A.A.
Trilogy Financial October 2010 - Present
Skills
Retirement Planning, Financial Planning, Term & Permanent Life..., Portfolio Management, Estate Planning, Income Protection, College Funding, Annuities, 401k, Long Term Care, Comprehensive Wealth..., Fixed Annuities, Strategic Financial..., Retirement, Series 7, Student Financial Aid
Education
Florida Atlantic University 1997 — 2000
BA
Edison College 1993 — 1998
AA
Florida Gulf Coast University 1994 — 1996
A.A.
Jerry U Oboh, MBA Jerry U Oboh, MBA's Trilogy Financial Experience October 2014 - Present
Job Financial Advisor at Trilogy Financial Services, Registered Financial Representative seeking new opportunities
Industry Higher Education
Experience
Trilogy Financial October 2014 - Present
Wells Fargo July 2013 - October 2014
Grand Canyon University May 2012 - July 2013
Procter & Gamble December 2007 - July 2010
Skills
Business Strategy, Market Research, Accounting, Product Management, Lead Generation, Strategic Financial..., Critical Thinking, Customer Acquisition..., Financial Analysis, Cost Analysis, Sales & Customer Service, Mergers and Acquisitions, Tax and Estate Planning, Sales Presentations, Customer Service, Financial Planning, Technical Support
Education
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.9
Ambrose Alli University 2003 — 2007
Bachelor of Science (B.Sc.), Economics
Trilogy Financial October 2014 - Present
Wells Fargo July 2013 - October 2014
Grand Canyon University May 2012 - July 2013
Procter & Gamble December 2007 - July 2010
Skills
Business Strategy, Market Research, Accounting, Product Management, Lead Generation, Strategic Financial..., Critical Thinking, Customer Acquisition..., Financial Analysis, Cost Analysis, Sales & Customer Service, Mergers and Acquisitions, Tax and Estate Planning, Sales Presentations, Customer Service, Financial Planning, Technical Support
Education
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.9
Ambrose Alli University 2003 — 2007
Bachelor of Science (B.Sc.), Economics
Stephen Gumpert Stephen Gumpert's Trilogy Financial Experience 2014 - 2014
Job Sales Professional
Industry Financial Services
Experience
Trilogy Financial 2014 - 2014
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics
Trilogy Financial 2014 - 2014
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics
John Ronan's Trilogy Financial Experience March 2015 - Present
Job Financial Advisor at Trilogy Financial
Industry Consumer Services
Experience
Trilogy Financial March 2015 - Present
Waddell & Reed April 2011 - March 2015
Education
San Diego State University-California State University 2002 — 2006
Economics
San Diego State University-California State University
Trilogy Financial March 2015 - Present
Waddell & Reed April 2011 - March 2015
Education
San Diego State University-California State University 2002 — 2006
Economics
San Diego State University-California State University
Kirk Ito's Trilogy Financial Experience October 2006 - August 2010
Job Fiduciary Financial Advisor
Industry Financial Services
Experience
Duttenhofer Advisory Group September 2010 - Present
Trilogy Financial October 2006 - August 2010
American Express Financial Advisors November 2003 - October 2005
Cold Stone Creamery February 2001 - November 2003
Core Capital Management September 1997 - February 2001
Cellular One 1995 - 1997
Skills
Insurance, Retirement Planning, Financial Analysis, Strategic Financial..., Investments, Wealth Management, Strategic Planning, Retirement, Mutual Funds, Team Building, Asset Management, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Training, Team Leadership, Personal Development, 401k, Financial Advisory, Series 7, Financial Planning
Education
Western Governors University 2013 — 2014
Bachelor of Science (B.S.), Business Management
University of California, Davis 1990 — 1993
Biology/Biological Sciences, General
Duttenhofer Advisory Group September 2010 - Present
Trilogy Financial October 2006 - August 2010
American Express Financial Advisors November 2003 - October 2005
Cold Stone Creamery February 2001 - November 2003
Core Capital Management September 1997 - February 2001
Cellular One 1995 - 1997
Skills
Insurance, Retirement Planning, Financial Analysis, Strategic Financial..., Investments, Wealth Management, Strategic Planning, Retirement, Mutual Funds, Team Building, Asset Management, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Training, Team Leadership, Personal Development, 401k, Financial Advisory, Series 7, Financial Planning
Education
Western Governors University 2013 — 2014
Bachelor of Science (B.S.), Business Management
University of California, Davis 1990 — 1993
Biology/Biological Sciences, General
Derrick Blanchette's Trilogy Financial Experience January 2015 - Present
Job Financial Executive at Trilogy Financial
Industry Financial Services
Experience
Trilogy Financial January 2015 - Present
First Team Real Estate December 2014 - Present
SERVIZ Inc. February 2014 - October 2014
ClubLocal LLC August 2013 - February 2014
Clegg Promo June 2009 - August 2013
Adept Consumer Testing February 2009 - June 2009
Skills
Advertising, Marketing Strategy, Account Management, Marketing Communications, Trade Shows, Sales, Sales Management, Marketing Management, Integrated Marketing, Digital Marketing, Social Media Marketing, Direct Marketing, Online Advertising, Customer Service, Marketing, Email Marketing, Customer Insight, B2B, Product Development, Lead Generation, Budgets, Competitive Analysis, CRM, Business Development, New Business Development, Management, Team Leadership, Project Management, Training, Product Marketing, Online Marketing, Salesforce.com, Start-ups, Direct Sales, Cold Calling, Marketing Research, Sales Presentations, Sales Process, Strategy, Key Account Management, Business Planning, Social Networking, Selling, Retail, Leadership, Multi-channel Marketing, Manufacturing, Business Strategy, Strategic Planning, Contract Negotiation
Education
Loyola Marymount University 2005 — 2009
B.A., Business Administration
Santa Monica College 2008 — 2008
Trilogy Financial January 2015 - Present
First Team Real Estate December 2014 - Present
SERVIZ Inc. February 2014 - October 2014
ClubLocal LLC August 2013 - February 2014
Clegg Promo June 2009 - August 2013
Adept Consumer Testing February 2009 - June 2009
Skills
Advertising, Marketing Strategy, Account Management, Marketing Communications, Trade Shows, Sales, Sales Management, Marketing Management, Integrated Marketing, Digital Marketing, Social Media Marketing, Direct Marketing, Online Advertising, Customer Service, Marketing, Email Marketing, Customer Insight, B2B, Product Development, Lead Generation, Budgets, Competitive Analysis, CRM, Business Development, New Business Development, Management, Team Leadership, Project Management, Training, Product Marketing, Online Marketing, Salesforce.com, Start-ups, Direct Sales, Cold Calling, Marketing Research, Sales Presentations, Sales Process, Strategy, Key Account Management, Business Planning, Social Networking, Selling, Retail, Leadership, Multi-channel Marketing, Manufacturing, Business Strategy, Strategic Planning, Contract Negotiation
Education
Loyola Marymount University 2005 — 2009
B.A., Business Administration
Santa Monica College 2008 — 2008
Jim Yedor's Trilogy Financial Experience February 2010 - August 2010
Job Owner at Dadman Farms
Industry Food & Beverages
Experience
Dadman Farms October 2013 - Present
J Squared Marketing August 2012 - Present
Trilogy Financial February 2010 - August 2010
Unisys 1978 - 1992
Unisys 1978 - 1992
Skills
New Business Development, Sales, Team Building, Marketing, Insurance, Sales Management, Business Strategy, Marketing Strategy, Public Speaking, Management, Social Media, Financial Analysis, Securities, Leadership Development, Research, Strategic Planning, Investments, Account Management, Leadership, Loans, Team Leadership, Asset Managment, Business Development, Customer Service, Negotiation, Business Planning, Start-ups, Strategy
Education
Stanford University 1970 — 1973
BA- Political Science
Stanford University 1970 — 1973
Bachelor's degree, Political Science
Dadman Farms October 2013 - Present
J Squared Marketing August 2012 - Present
Trilogy Financial February 2010 - August 2010
Unisys 1978 - 1992
Unisys 1978 - 1992
Skills
New Business Development, Sales, Team Building, Marketing, Insurance, Sales Management, Business Strategy, Marketing Strategy, Public Speaking, Management, Social Media, Financial Analysis, Securities, Leadership Development, Research, Strategic Planning, Investments, Account Management, Leadership, Loans, Team Leadership, Asset Managment, Business Development, Customer Service, Negotiation, Business Planning, Start-ups, Strategy
Education
Stanford University 1970 — 1973
BA- Political Science
Stanford University 1970 — 1973
Bachelor's degree, Political Science
Katherine (Lozano) Flores's Trilogy Financial Experience March 2015 - Present
Job Unregistered Client Service Associate at Trilogy Financial
Industry Financial Services
Experience
Trilogy Financial March 2015 - Present
Bank of America October 2008 - September 2014
Bank of America March 2008 - September 2008
Bank of America August 2007 - February 2008
Bank of America November 2006 - November 2007
Bank of America June 2005 - October 2006
Skills
Financial Analysis, Portfolio Management, Banking, Credit Analysis, Economics, Financial Modeling, Investments, Marketing Communications, PowerPoint, Microsoft Excel, Microsoft Word, Business Process..., Microsoft Office, Management, Relationship Management, Strategy, Sales, Commercial Banking, Credit, Leadership, Loans, Financial Services, CRM, Training, Customer Service, Research, Process Improvement, Credit Cards, Coaching, Retail Banking, Public Speaking, Strategic Planning, Risk Management, Team Building, Mortgage Lending, Budgets, Commercial Lending, Finance, Social Media, Policy
Education
Wellesley College 2001 — 2005
BA, Economics and Psychology
University of Queensland (Brisbane, QLD Australia) : February - July 2004 2004 — 2004
Bachelor of Arts (B.A.), Economics and Psychology
University of New South Wales (Sydney, NSW Australia) : July - November 2003 2003 — 2003
Bachelor of Arts (B.A.), Economics & Psychology
University of Minnesota-Twin Cities 2000 — 2000
LEAD Entrepreneurial Program, Economics, Business
Trilogy Financial March 2015 - Present
Bank of America October 2008 - September 2014
Bank of America March 2008 - September 2008
Bank of America August 2007 - February 2008
Bank of America November 2006 - November 2007
Bank of America June 2005 - October 2006
Skills
Financial Analysis, Portfolio Management, Banking, Credit Analysis, Economics, Financial Modeling, Investments, Marketing Communications, PowerPoint, Microsoft Excel, Microsoft Word, Business Process..., Microsoft Office, Management, Relationship Management, Strategy, Sales, Commercial Banking, Credit, Leadership, Loans, Financial Services, CRM, Training, Customer Service, Research, Process Improvement, Credit Cards, Coaching, Retail Banking, Public Speaking, Strategic Planning, Risk Management, Team Building, Mortgage Lending, Budgets, Commercial Lending, Finance, Social Media, Policy
Education
Wellesley College 2001 — 2005
BA, Economics and Psychology
University of Queensland (Brisbane, QLD Australia) : February - July 2004 2004 — 2004
Bachelor of Arts (B.A.), Economics and Psychology
University of New South Wales (Sydney, NSW Australia) : July - November 2003 2003 — 2003
Bachelor of Arts (B.A.), Economics & Psychology
University of Minnesota-Twin Cities 2000 — 2000
LEAD Entrepreneurial Program, Economics, Business
Elizabeth Lundstedt's Trilogy Financial Experience April 2015 - June 2015
Job Private Tutor
Industry Research
Experience
N/A October 2014 - Present
Trilogy Financial April 2015 - June 2015
UC Irvine April 2014 - June 2014
UC San Diego March 2012 - December 2012
Skills
Social Media, Google Docs, Microsoft Office, PowerPoint, Windows, Digital Photography, Teamwork, HTML, Photoshop, GIMP, Dropbox, Mac OS, Python, Excel, Outlook, Google Fusion Tables, Communication, Microsoft Word
Education
UC San Diego 2009 — 2013
Bachelor of Science (BS), Cognitive Science, GPA: 3.4
N/A October 2014 - Present
Trilogy Financial April 2015 - June 2015
UC Irvine April 2014 - June 2014
UC San Diego March 2012 - December 2012
Skills
Social Media, Google Docs, Microsoft Office, PowerPoint, Windows, Digital Photography, Teamwork, HTML, Photoshop, GIMP, Dropbox, Mac OS, Python, Excel, Outlook, Google Fusion Tables, Communication, Microsoft Word
Education
UC San Diego 2009 — 2013
Bachelor of Science (BS), Cognitive Science, GPA: 3.4