Trilogy Financial Services
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Trilogy Financial Services Employees
Employee
Years
Job
Industry
Shelly Taflinger Shelly Taflinger's Trilogy Financial Services Experience December 2012 - March 2013
Job Global Management, Marketing, and International Development
Industry International Affairs
Experience
Generations Healthcare March 2014 - July 2014
Generations Healthcare May 2013 - March 2014
Candlewood Suites July 2011 - May 2013
Trilogy Financial Services December 2012 - March 2013
Skills
Customer Service, Team Leadership, Business Analysis, International Relations, International..., Time Management, Intercultural..., Microsoft Word, Microsoft Excel, Event Planning, Leadership, Strategy
Education
Thunderbird School of Global Management 2014 — 2015
Master of Arts (M.A.), Global Affairs and Management
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), International/Global Studies
Generations Healthcare March 2014 - July 2014
Generations Healthcare May 2013 - March 2014
Candlewood Suites July 2011 - May 2013
Trilogy Financial Services December 2012 - March 2013
Skills
Customer Service, Team Leadership, Business Analysis, International Relations, International..., Time Management, Intercultural..., Microsoft Word, Microsoft Excel, Event Planning, Leadership, Strategy
Education
Thunderbird School of Global Management 2014 — 2015
Master of Arts (M.A.), Global Affairs and Management
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), International/Global Studies
Richard Allard Richard Allard's Trilogy Financial Services Experience September 2010 - November 2011
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Trilogy Financial Services September 2010 - November 2011
Shiner Appraisal 2007 - 2010
Skills
Retirement Planning, 401k Rollovers, Wealth Management, Wealth Accumulation, Investment Services, Financial Risk..., Long-Term Care Planning, Executive Benefits..., Estate Planning..., Client Education, Insurance Planning and..., Estate Conservation, Tax-Deferred Investment..., IRA Distribution...
Education
California State University-Northridge 1976 — 1980
Bachelor’s Degree, Political Science and Government, 3.4
California State University-Northridge 1976 — 1980
Bachelor's degree, Political Science
AXA Advisors November 2011 - Present
Trilogy Financial Services September 2010 - November 2011
Shiner Appraisal 2007 - 2010
Skills
Retirement Planning, 401k Rollovers, Wealth Management, Wealth Accumulation, Investment Services, Financial Risk..., Long-Term Care Planning, Executive Benefits..., Estate Planning..., Client Education, Insurance Planning and..., Estate Conservation, Tax-Deferred Investment..., IRA Distribution...
Education
California State University-Northridge 1976 — 1980
Bachelor’s Degree, Political Science and Government, 3.4
California State University-Northridge 1976 — 1980
Bachelor's degree, Political Science
Tori Cook-Callaway's Trilogy Financial Services Experience 2009 - 2012
Job Executive Assistant, Communications at Disney Consumer Products
Industry Executive Office
Experience
Disney Consumer Products August 2015 - Present
Disney Consumer Products December 2012 - Present
UCLA March 2012 - March 2014
Trilogy Financial Services 2009 - 2012
Muir Orthopaedic Specialists August 2007 - January 2008
Skills
Microsoft Office, Outlook, Goldmine, KnowledgeTree, Social Media, Communication Skills, Multi-line Phone, Phone Etiquette, Face Recognition, Public Speaking, Text Editing, New Hire Paperwork, Appointment Scheduling, Administrative Functions, Data Entry, Financial Reporting, Email Clients, Zumba, Employee Benefits, Administrative..., Time Management, Social Networking, PowerPoint
Education
Arizona State University 2005 — 2015
Bachelor of Science (B.S.), Communication, General
Disney Consumer Products August 2015 - Present
Disney Consumer Products December 2012 - Present
UCLA March 2012 - March 2014
Trilogy Financial Services 2009 - 2012
Muir Orthopaedic Specialists August 2007 - January 2008
Skills
Microsoft Office, Outlook, Goldmine, KnowledgeTree, Social Media, Communication Skills, Multi-line Phone, Phone Etiquette, Face Recognition, Public Speaking, Text Editing, New Hire Paperwork, Appointment Scheduling, Administrative Functions, Data Entry, Financial Reporting, Email Clients, Zumba, Employee Benefits, Administrative..., Time Management, Social Networking, PowerPoint
Education
Arizona State University 2005 — 2015
Bachelor of Science (B.S.), Communication, General
Leo Do Carmo 714-777-5693 Leo Do Carmo 714-777-5693's Trilogy Financial Services Experience March 2006 - March 2010
Job Financial Advisor Representative at Contemporary Retirement Strategies
Industry Financial Services
Experience
Contemporary Retirement Strategies June 2011 - Present
Foresters Equity Services, Inc. June 2011 - Present
BNI - Business Network International July 2011 - May 2012
American General Life & Accident February 2011 - August 2011
Chase Financial Services April 2010 - February 2011
Business Network International (BNI) January 2009 - March 2010
Trilogy Financial Services March 2006 - March 2010
Trilogy Financial Services March 2006 - March 2010
Edward Jones January 2003 - September 2004
WD, a Western Digital company 1985 - 1985
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, Investments, Estate Planning, Disability Insurance, Life Insurance, Fixed Annuities, IRAs, Risk Management, Financial Analysis, Financial Advisory, Financial Services, Finance, Small Business, Wealth Management, Wealth, Term Life Insurance, Strategic Planning, 401k, Long-term Care, Financial Planners, Mutual Funds, Securities, Leadership, Employee Benefits, Series 7, Investment Advisory, Series 63, Financial Planning, Training, Accounting, Recruiting, Loans, Health Insurance, Long Term Care Insurance, Wealth Accumulation, Whole Life
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1979
ba, business
California State University-Fullerton
Contemporary Retirement Strategies June 2011 - Present
Foresters Equity Services, Inc. June 2011 - Present
BNI - Business Network International July 2011 - May 2012
American General Life & Accident February 2011 - August 2011
Chase Financial Services April 2010 - February 2011
Business Network International (BNI) January 2009 - March 2010
Trilogy Financial Services March 2006 - March 2010
Trilogy Financial Services March 2006 - March 2010
Edward Jones January 2003 - September 2004
WD, a Western Digital company 1985 - 1985
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, Investments, Estate Planning, Disability Insurance, Life Insurance, Fixed Annuities, IRAs, Risk Management, Financial Analysis, Financial Advisory, Financial Services, Finance, Small Business, Wealth Management, Wealth, Term Life Insurance, Strategic Planning, 401k, Long-term Care, Financial Planners, Mutual Funds, Securities, Leadership, Employee Benefits, Series 7, Investment Advisory, Series 63, Financial Planning, Training, Accounting, Recruiting, Loans, Health Insurance, Long Term Care Insurance, Wealth Accumulation, Whole Life
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1979
ba, business
California State University-Fullerton
Daniel Lungu's Trilogy Financial Services Experience December 2013 - Present
Job Financial Advisor at Trilogy Financial Services and Registered Representative at National Planing Corporation
Industry Financial Services
Experience
Trilogy Financial Services December 2013 - Present
WaterWay Global June 2007 - Present
Olympia Academy January 2013 - January 2014
Mocca Negra May 2012 - August 2012
University of the Pacific December 2011 - May 2012
“Global Action Through Fashion" April 2011 - July 2011
Skills
Public Speaking, Fundraising, Research, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Non-profits, Teaching, Customer Service, Editing, Facebook, Public Relations, International Business, Entrepreneurship, Nonprofits, Athletic Training, Market Research, Community Outreach, Management, International Relations, Coaching, Volunteer Management, Annual Giving, Corporate Social..., Leadership, Strategy, Social Networking, Marketing, Strategic Planning, Leadership Development, Finance, Consulting, Higher Education, Sales, Social Media Marketing, Time Management, Marketing Strategy
Education
Oxford Brookes University 2012 — 2013
Master's degree, Business, Management, Marketing, and Related Support Services
University of the Pacific 2010 — 2012
Bachelor's degree, Sport and Fitness Administration/Management
Long Beach City College 2008 — 2010
Associate of Arts (A.A.), General Education
Trilogy Financial Services December 2013 - Present
WaterWay Global June 2007 - Present
Olympia Academy January 2013 - January 2014
Mocca Negra May 2012 - August 2012
University of the Pacific December 2011 - May 2012
“Global Action Through Fashion" April 2011 - July 2011
Skills
Public Speaking, Fundraising, Research, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Non-profits, Teaching, Customer Service, Editing, Facebook, Public Relations, International Business, Entrepreneurship, Nonprofits, Athletic Training, Market Research, Community Outreach, Management, International Relations, Coaching, Volunteer Management, Annual Giving, Corporate Social..., Leadership, Strategy, Social Networking, Marketing, Strategic Planning, Leadership Development, Finance, Consulting, Higher Education, Sales, Social Media Marketing, Time Management, Marketing Strategy
Education
Oxford Brookes University 2012 — 2013
Master's degree, Business, Management, Marketing, and Related Support Services
University of the Pacific 2010 — 2012
Bachelor's degree, Sport and Fitness Administration/Management
Long Beach City College 2008 — 2010
Associate of Arts (A.A.), General Education
Sara Aziz's Trilogy Financial Services Experience March 2008 - June 2011
Job Office Administrator/Legal Assistant at Fidelity National Law Group
Industry Legal Services
Experience
The Walt Disney Company November 2014 - Present
Fidelity National Law Group October 2012 - Present
Coast Sign Inc June 2011 - November 2012
Trilogy Financial Services March 2008 - June 2011
OCM Bancorp July 2006 - March 2008
OCM Bancorp June 2006 - July 2006
Skills
Public Speaking, Research, Employee Benefits, Recruiting, Insurance, Microsoft Office, Coaching, Outlook, Customer Service, Sales, Leadership, Microsoft Excel, Marketing, Mortgage Lending, Real Estate, Budgets, PowerPoint, Finance
Education
California State University-Fullerton 2011 — 2013
In Progress
Brigham Young University
The Walt Disney Company November 2014 - Present
Fidelity National Law Group October 2012 - Present
Coast Sign Inc June 2011 - November 2012
Trilogy Financial Services March 2008 - June 2011
OCM Bancorp July 2006 - March 2008
OCM Bancorp June 2006 - July 2006
Skills
Public Speaking, Research, Employee Benefits, Recruiting, Insurance, Microsoft Office, Coaching, Outlook, Customer Service, Sales, Leadership, Microsoft Excel, Marketing, Mortgage Lending, Real Estate, Budgets, PowerPoint, Finance
Education
California State University-Fullerton 2011 — 2013
In Progress
Brigham Young University
Monica Baldwin Monica Baldwin's Trilogy Financial Services Experience April 2013 - February 2014
Job Business Development Director at MBIL | Executive Leadership & Strategy | IT | Human Resources| Supply Chain | Marketing
Industry Hospital & Health Care
Experience
MB Interim Leaders (A McDermott & Bull Executive Search) March 2014 - November 2014
Trilogy Financial Services April 2013 - February 2014
Schafer Cullen February 2009 - January 2013
Fox News WSVN Channel 7 September 2008 - January 2009
Skills
Marketing, Business Development, Finance, Public Relations, Friendly Personality, Strategic Financial..., Strategic Planning, New Business Development, Healthcare Management, Executive Search, Ethical Leadership, Marketing Strategy, Insurance, Budgets
Education
Florida International University 2003 — 2007
Bachelor of Arts (B.A.), Political Science concentration
MB Interim Leaders (A McDermott & Bull Executive Search) March 2014 - November 2014
Trilogy Financial Services April 2013 - February 2014
Schafer Cullen February 2009 - January 2013
Fox News WSVN Channel 7 September 2008 - January 2009
Skills
Marketing, Business Development, Finance, Public Relations, Friendly Personality, Strategic Financial..., Strategic Planning, New Business Development, Healthcare Management, Executive Search, Ethical Leadership, Marketing Strategy, Insurance, Budgets
Education
Florida International University 2003 — 2007
Bachelor of Arts (B.A.), Political Science concentration
Clayton Shearer, CFP®'s Trilogy Financial Services Experience September 2008 - February 2010
Job CERTIFIED FINANCIAL PLANNER tm
Industry Financial Services
Experience
Wellness Financial Services, Inc February 2010 - Present
Trilogy Financial Services September 2008 - February 2010
Edward Jones August 2004 - August 2008
Skills
Retirement Planning, Investment Advisory, Wealth Management, Investments, Estate Planning, Retirement, Strategic Financial..., Series 7, 401k, Mutual Funds, IRAs, Financial Advisory
Education
Kansas State University 2002 — 2006
Bachelor's degree, Personal Financial Planning
Wellness Financial Services, Inc February 2010 - Present
Trilogy Financial Services September 2008 - February 2010
Edward Jones August 2004 - August 2008
Skills
Retirement Planning, Investment Advisory, Wealth Management, Investments, Estate Planning, Retirement, Strategic Financial..., Series 7, 401k, Mutual Funds, IRAs, Financial Advisory
Education
Kansas State University 2002 — 2006
Bachelor's degree, Personal Financial Planning
Del Dena Del Dena's Trilogy Financial Services Experience June 2012 - Present
Job Supervisor at Trilogy Financial Services, Recruiting Department
Industry Financial Services
Experience
Trilogy Financial Services June 2012 - Present
Salters Lab January 2005 - October 2007
American Funds August 1998 - August 2004
Capital Group 1998 - 2004
Skills
Customer Service..., Time Management, Supervisor, recruiter, Highly motivated..., Outstanding time..., Top-notch Customer..., Executive..., Mutual Funds, 401k, Insurance, Team Building, Payroll, Customer Service, Recruiting, Employee Benefits, Marketing, Customer Retention, Customer Satisfaction, Sales, Microsoft Office, Management, Leadership, Finance
Education
Cerritos College 1998 — 1999
Human Relations
Cerritos College
Trilogy Financial Services June 2012 - Present
Salters Lab January 2005 - October 2007
American Funds August 1998 - August 2004
Capital Group 1998 - 2004
Skills
Customer Service..., Time Management, Supervisor, recruiter, Highly motivated..., Outstanding time..., Top-notch Customer..., Executive..., Mutual Funds, 401k, Insurance, Team Building, Payroll, Customer Service, Recruiting, Employee Benefits, Marketing, Customer Retention, Customer Satisfaction, Sales, Microsoft Office, Management, Leadership, Finance
Education
Cerritos College 1998 — 1999
Human Relations
Cerritos College
Shannon (Northcutt) Boesch, PMP Shannon (Northcutt) Boesch, PMP's Trilogy Financial Services Experience 2000 - 2001
Job Project Manager at Medtronic (Covidien)
Industry Medical Devices
Experience
Medtronic (Covidien) February 2015 - Present
Medtronic (Covidien) November 2012 - January 2015
Covidien March 2011 - October 2012
Covidien September 2010 - February 2011
Covidien July 2008 - September 2010
Vmedia Research, Inc. April 2006 - June 2008
Woodfin Suite Hotels 2005 - 2006
Citi 2003 - 2005
Citi 2001 - 2003
Trilogy Financial Services 2000 - 2001
Skills
Cross-functional Team..., Product Development, Product Launch, Project Management, Medical Devices, PMP, FDA, Process Improvement, Leadership, Healthcare, Outlook, Six Sigma, Quality System, Visio, Team Building, Training, Kaizen, Quality Assurance, Business Process..., Critical Chain Project..., Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Sales, Customer Service, Travel Planning, Hospitality Industry, Health, Office Administration, Small Business, Poka Yoke, Kanban, Administrative..., Project Planning, Agile & Waterfall...
Education
University of Michigan 1993 — 1995
Master of Social Work (MSW), School Social Work
San Francisco State University 1990 — 1991
Bachelor of Arts (BA), Clinical Psychology
University of California, Santa Cruz 1988 — 1989
Psychology, Clinical Psychology
City College of San Francisco 1986 — 1988
Associate of Arts (A.A.), Psychology
Krieger Research Center
Certificate, Clinical Research Associate & GCP
Trinity College
Certified Medical Assistant
Medtronic (Covidien) February 2015 - Present
Medtronic (Covidien) November 2012 - January 2015
Covidien March 2011 - October 2012
Covidien September 2010 - February 2011
Covidien July 2008 - September 2010
Vmedia Research, Inc. April 2006 - June 2008
Woodfin Suite Hotels 2005 - 2006
Citi 2003 - 2005
Citi 2001 - 2003
Trilogy Financial Services 2000 - 2001
Skills
Cross-functional Team..., Product Development, Product Launch, Project Management, Medical Devices, PMP, FDA, Process Improvement, Leadership, Healthcare, Outlook, Six Sigma, Quality System, Visio, Team Building, Training, Kaizen, Quality Assurance, Business Process..., Critical Chain Project..., Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Sales, Customer Service, Travel Planning, Hospitality Industry, Health, Office Administration, Small Business, Poka Yoke, Kanban, Administrative..., Project Planning, Agile & Waterfall...
Education
University of Michigan 1993 — 1995
Master of Social Work (MSW), School Social Work
San Francisco State University 1990 — 1991
Bachelor of Arts (BA), Clinical Psychology
University of California, Santa Cruz 1988 — 1989
Psychology, Clinical Psychology
City College of San Francisco 1986 — 1988
Associate of Arts (A.A.), Psychology
Krieger Research Center
Certificate, Clinical Research Associate & GCP
Trinity College
Certified Medical Assistant
Saba Atai Saba Atai's Trilogy Financial Services Experience February 2010 - February 2013
Job Manager/General agent
Industry Insurance
Experience
Web based January 2015 - Present
American Income Life Insurance Company October 2013 - Present
Trilogy Financial Services February 2010 - February 2013
Delta Plumbing, Inc. January 2009 - February 2010
ATSS Automated Technologies November 2006 - January 2009
ACE Auto Repair, Inc. January 2005 - November 2006
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Science in Business Administration & Management/HR, Business Administration and Management, General
Web based January 2015 - Present
American Income Life Insurance Company October 2013 - Present
Trilogy Financial Services February 2010 - February 2013
Delta Plumbing, Inc. January 2009 - February 2010
ATSS Automated Technologies November 2006 - January 2009
ACE Auto Repair, Inc. January 2005 - November 2006
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Science in Business Administration & Management/HR, Business Administration and Management, General
Purvee Patel's Trilogy Financial Services Experience August 2009 - August 2010
Job Event Management
Industry Events Services
Experience
Bhindi Jewellers July 2010 - July 2011
Trilogy Financial Services August 2009 - August 2010
Skills
Wealth Management, Event Planning, Customer Service, Event Management, Marketing, Analysis, Budgets, Business Development, Social Media Marketing, Finance, Negotiation, Training, Strategic Planning, Sales, CRM, Social Media
Education
Nottingham Trent University 2002 — 2005
BA, Economics and Financial Services
Crest Academy
Bhindi Jewellers July 2010 - July 2011
Trilogy Financial Services August 2009 - August 2010
Skills
Wealth Management, Event Planning, Customer Service, Event Management, Marketing, Analysis, Budgets, Business Development, Social Media Marketing, Finance, Negotiation, Training, Strategic Planning, Sales, CRM, Social Media
Education
Nottingham Trent University 2002 — 2005
BA, Economics and Financial Services
Crest Academy
Lauren Herwitt, CFP® Lauren Herwitt, CFP®'s Trilogy Financial Services Experience June 2004 - June 2005
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
Wells Fargo Advisors April 2013 - March 2014
Wells Fargo Advisors March 2007 - March 2013
Smith Barney June 2005 - March 2007
Trilogy Financial Services June 2004 - June 2005
Skills
Series 6, Series 7, Series 63, Series 66, Life and Health..., Certified Financial..., 200 hr. Yoga Alliance...
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts, Environmental Studies
College for Financial Planning 2007 — 2009
Certified Financial Planning Designation, CFP, Financial Planning and Services
Merrill Lynch 2015 - Present
Wells Fargo Advisors April 2013 - March 2014
Wells Fargo Advisors March 2007 - March 2013
Smith Barney June 2005 - March 2007
Trilogy Financial Services June 2004 - June 2005
Skills
Series 6, Series 7, Series 63, Series 66, Life and Health..., Certified Financial..., 200 hr. Yoga Alliance...
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts, Environmental Studies
College for Financial Planning 2007 — 2009
Certified Financial Planning Designation, CFP, Financial Planning and Services
Blaine Thibodeau's Trilogy Financial Services Experience May 2011 - July 2011
Job Resource Manager at Signature Consultants
Industry Marketing and Advertising
Experience
Signature Consultants March 2015 - Present
US Sports Camps July 2011 - August 2014
North Shore CrossFit January 2014 - June 2014
Commodity Components International September 2013 - December 2013
Trilogy Financial Services May 2011 - July 2011
Skills
PowerPoint, Facebook, Microsoft Office, Social Media, Social Networking, Financial Analysis, Social Media Marketing, Sports, Coaching, Outlook, Time Management, Marketing, Sports Marketing, Advertising, Marketing Communications, Fundraising, Blogging, Public Relations, Press Releases, Sales, Market Research, Marketing Strategy, Copywriting, Strategic Planning, Marketing Research, Team Building, Web Design, Account Management, WordPress, Public Speaking, SEO, Digital Marketing, Training, Athletics, Intercollegiate..., Online Marketing, Online Research, YouTube, Google Analytics, Brand Development, Email Marketing, People Skills, Creative Writing, Microsoft Excel, Microsoft Word, Leadership
Education
Endicott College 2010 — 2014
Signature Consultants March 2015 - Present
US Sports Camps July 2011 - August 2014
North Shore CrossFit January 2014 - June 2014
Commodity Components International September 2013 - December 2013
Trilogy Financial Services May 2011 - July 2011
Skills
PowerPoint, Facebook, Microsoft Office, Social Media, Social Networking, Financial Analysis, Social Media Marketing, Sports, Coaching, Outlook, Time Management, Marketing, Sports Marketing, Advertising, Marketing Communications, Fundraising, Blogging, Public Relations, Press Releases, Sales, Market Research, Marketing Strategy, Copywriting, Strategic Planning, Marketing Research, Team Building, Web Design, Account Management, WordPress, Public Speaking, SEO, Digital Marketing, Training, Athletics, Intercollegiate..., Online Marketing, Online Research, YouTube, Google Analytics, Brand Development, Email Marketing, People Skills, Creative Writing, Microsoft Excel, Microsoft Word, Leadership
Education
Endicott College 2010 — 2014
Justin Tyrrell's Trilogy Financial Services Experience April 2013 - Present
Job Financial Advisor at Trilogy Financial Services
Industry International Trade and Development
Experience
Trilogy Financial Services April 2013 - Present
World Environmental May 2011 - November 2012
Skills
Retirement Planning, Leadership, Asset Allocation, Risk Analysis, Mutual Funds, Insurance, Public Speaking, Customer Service, Financial Analysis, Community Outreach, Networking, Event Planning
Education
Azusa Pacific University 2009 — 2013
Bachelor of Science (B.S.), International Business
Trilogy Financial Services April 2013 - Present
World Environmental May 2011 - November 2012
Skills
Retirement Planning, Leadership, Asset Allocation, Risk Analysis, Mutual Funds, Insurance, Public Speaking, Customer Service, Financial Analysis, Community Outreach, Networking, Event Planning
Education
Azusa Pacific University 2009 — 2013
Bachelor of Science (B.S.), International Business
Amanda Witteman Amanda Witteman's Trilogy Financial Services Experience May 2011 - January 2012
Job Coowner/trainer at Kaia OC & HB+
Industry Health, Wellness and Fitness
Experience
Trilogy Financial Services May 2011 - January 2012
Verizon Wireless April 2006 - July 2008
Eagle Valley Childrens Home June 2004 - July 2006
Skills
Microsoft Office, Sales, Customer Service, Event Planning, Sales Management, Team Leadership, Strategic Planning, Series 7, Event Management, Social Media, Leadership, Team Building, Salesforce.com, Advertising, Marketing Strategy, Social Networking, Marketing, Public Speaking, Training, Management, Leadership Development
Education
Orange Coast College
Trilogy Financial Services May 2011 - January 2012
Verizon Wireless April 2006 - July 2008
Eagle Valley Childrens Home June 2004 - July 2006
Skills
Microsoft Office, Sales, Customer Service, Event Planning, Sales Management, Team Leadership, Strategic Planning, Series 7, Event Management, Social Media, Leadership, Team Building, Salesforce.com, Advertising, Marketing Strategy, Social Networking, Marketing, Public Speaking, Training, Management, Leadership Development
Education
Orange Coast College
Larry Kraft Larry Kraft's Trilogy Financial Services Experience February 2008 - May 2009
Job Preferred Mortgage Banker
Industry Financial Services
Experience
Mountain West Financial, Inc. May 2015 - Present
New American Funding October 2014 - April 2015
California Cartage Company May 2009 - February 2010
Trilogy Financial Services February 2008 - May 2009
Primerica Financial Services, Rancho Cucamonga, CA July 2004 - August 2006
LA County Sheriff's Department April 1985 - August 2004
Skills
VA Loans, Mortgage Lending, FHA Financing, Refinance, USDA Rural Housing, Reverse Mortgages, Finance, Investments, Loans, Strategic Planning, Public Speaking, Management, Sales, Team Building, Leadership, Project Management, Research, Microsoft Word, Microsoft Office, Enforcement, Public Safety, First Time Home Buyers, Investment Properties, FHA, Short Sales, Foreclosures, Real Estate, Sellers, REO, Investors
Education
California State University-Los Angeles 2000 — 2002
Post grad work, Organizational Leadership, 4.0
Southern Illinois University, Carbondale 1997 — 2000
Bachelor's Degree, Workforce Education, 3.875
Mountain West Financial, Inc. May 2015 - Present
New American Funding October 2014 - April 2015
California Cartage Company May 2009 - February 2010
Trilogy Financial Services February 2008 - May 2009
Primerica Financial Services, Rancho Cucamonga, CA July 2004 - August 2006
LA County Sheriff's Department April 1985 - August 2004
Skills
VA Loans, Mortgage Lending, FHA Financing, Refinance, USDA Rural Housing, Reverse Mortgages, Finance, Investments, Loans, Strategic Planning, Public Speaking, Management, Sales, Team Building, Leadership, Project Management, Research, Microsoft Word, Microsoft Office, Enforcement, Public Safety, First Time Home Buyers, Investment Properties, FHA, Short Sales, Foreclosures, Real Estate, Sellers, REO, Investors
Education
California State University-Los Angeles 2000 — 2002
Post grad work, Organizational Leadership, 4.0
Southern Illinois University, Carbondale 1997 — 2000
Bachelor's Degree, Workforce Education, 3.875
Ken Beber Ken Beber's Trilogy Financial Services Experience March 2006 - August 2011
Job Executive Vice President at Peak Financial, Inc.
Industry Financial Services
Experience
Peak Financial, Inc. August 2011 - Present
Trilogy Financial Services March 2006 - August 2011
Trilogy Financial Services June 2001 - March 2006
Trilogy Financial Services October 2000 - June 2001
Skills
Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Alternative Investments, Strategic Planning, Wealth Management..., Strategy, Investment Management, Management, Wealth, Pensions, Retirement Plan..., Variable Annuities, Bonds, 401k Rollovers, Financial Modeling, Mergers & Acquisitions, Fixed Income, Risk Management, Defined Benefit, Hedge Funds, Due Diligence, Credit, Cash Management, Credit Analysis, Employee Benefits, Financial Planners, Uniform Combined State..., Leadership, Financial Planning
Education
California State University-San Bernardino 1996 — 1998
Bachelor of Business Administration, Business Administration
Chaffey College 1994 — 1995
Associate in Business Administration, Business Administration
Chaffey College 1992 — 1993
AA - Associate in Arts, Liberal Arts and Sciences
Peak Financial, Inc. August 2011 - Present
Trilogy Financial Services March 2006 - August 2011
Trilogy Financial Services June 2001 - March 2006
Trilogy Financial Services October 2000 - June 2001
Skills
Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Alternative Investments, Strategic Planning, Wealth Management..., Strategy, Investment Management, Management, Wealth, Pensions, Retirement Plan..., Variable Annuities, Bonds, 401k Rollovers, Financial Modeling, Mergers & Acquisitions, Fixed Income, Risk Management, Defined Benefit, Hedge Funds, Due Diligence, Credit, Cash Management, Credit Analysis, Employee Benefits, Financial Planners, Uniform Combined State..., Leadership, Financial Planning
Education
California State University-San Bernardino 1996 — 1998
Bachelor of Business Administration, Business Administration
Chaffey College 1994 — 1995
Associate in Business Administration, Business Administration
Chaffey College 1992 — 1993
AA - Associate in Arts, Liberal Arts and Sciences
Anissa Rahimizad Anissa Rahimizad's Trilogy Financial Services Experience October 2011 - March 2012
Job Business Analyst at ProducersWriter's Guild Trust Funds
Industry Information Technology and Services
Experience
Producer-Writer's Guild Trust Funds February 2014 - Present
One Capital Management, LLC. November 2012 - Present
Churchill Management Group April 2012 - November 2012
Trilogy Financial Services, October 2011 - March 2012
UC Irvine June 2010 - July 2011
Education
University of California, Irvine 2007 — 2011
Business Economics, Economics, Statistics, Finance, and Chem/Biological Sciences
Glendale High School 2004 — 2007
Producer-Writer's Guild Trust Funds February 2014 - Present
One Capital Management, LLC. November 2012 - Present
Churchill Management Group April 2012 - November 2012
Trilogy Financial Services, October 2011 - March 2012
UC Irvine June 2010 - July 2011
Education
University of California, Irvine 2007 — 2011
Business Economics, Economics, Statistics, Finance, and Chem/Biological Sciences
Glendale High School 2004 — 2007
Michael J. Broker, CFP®'s Trilogy Financial Services Experience January 2008 - Present
Job Planning Services Director at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services January 2008 - Present
Education
Boston University 2011 — 2012
CFP® certificant, Financial Planning and Services
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Trilogy Financial Services January 2008 - Present
Education
Boston University 2011 — 2012
CFP® certificant, Financial Planning and Services
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Sabrina Bennett Sabrina Bennett's Trilogy Financial Services Experience October 2011 - February 2012
Job Finance Specialist at ADVANTIS Global Inc.
Industry Financial Services
Experience
ADVANTIS Global Inc. February 2015 - Present
ADVANTIS Global Inc. October 2013 - Present
Joya Restaurant and Lounge December 2011 - October 2013
ARES Corporation February 2012 - April 2013
Trilogy Financial Services October 2011 - February 2012
Comforts Cafe April 2005 - December 2011
Starbucks October 2007 - July 2008
Skills
Journalism, Microsoft Office, Event Management, Event Planning, PowerPoint, Research, Social Media, Fundraising, Marketing, Microsoft Word, Public Speaking, Social Media Marketing, Sales, Human Resources, Customer Service
Education
University of California, Berkeley 2007 — 2011
BA, Economics, Psychology
Drake High School 2003 — 2007
High School Diploma, General Studies
ADVANTIS Global Inc. February 2015 - Present
ADVANTIS Global Inc. October 2013 - Present
Joya Restaurant and Lounge December 2011 - October 2013
ARES Corporation February 2012 - April 2013
Trilogy Financial Services October 2011 - February 2012
Comforts Cafe April 2005 - December 2011
Starbucks October 2007 - July 2008
Skills
Journalism, Microsoft Office, Event Management, Event Planning, PowerPoint, Research, Social Media, Fundraising, Marketing, Microsoft Word, Public Speaking, Social Media Marketing, Sales, Human Resources, Customer Service
Education
University of California, Berkeley 2007 — 2011
BA, Economics, Psychology
Drake High School 2003 — 2007
High School Diploma, General Studies
Kim Bettendorf Kim Bettendorf's Trilogy Financial Services Experience January 2003 - July 2007
Job Training Manager at BBSI Ontario
Industry Human Resources
Experience
BBSI October 2013 - Present
Lakeshore Learning Materials June 2009 - October 2013
Indymac Bank July 2007 - June 2009
Trilogy Financial Services January 2003 - July 2007
Skills
Recruiting, Outlook, Employee Relations, Public Speaking, Coaching, Customer Service, Marketing, PowerPoint, Sales, Non-profits, Microsoft Office, Research, Microsoft Excel, Team Building, Leadership Development, Nonprofits, Event Planning, Training, Management, Human Resources, Editing, Project Management, Retail, Leadership, Onboarding, Interviews, Employee Training, Performance Management, New Hire Orientations
Education
Purdue University 2013 — 2014
Master’s Degree
California State University-Long Beach
Bachelor's Degree
BBSI October 2013 - Present
Lakeshore Learning Materials June 2009 - October 2013
Indymac Bank July 2007 - June 2009
Trilogy Financial Services January 2003 - July 2007
Skills
Recruiting, Outlook, Employee Relations, Public Speaking, Coaching, Customer Service, Marketing, PowerPoint, Sales, Non-profits, Microsoft Office, Research, Microsoft Excel, Team Building, Leadership Development, Nonprofits, Event Planning, Training, Management, Human Resources, Editing, Project Management, Retail, Leadership, Onboarding, Interviews, Employee Training, Performance Management, New Hire Orientations
Education
Purdue University 2013 — 2014
Master’s Degree
California State University-Long Beach
Bachelor's Degree
Sandy Leitao Sandy Leitao's Trilogy Financial Services Experience September 2000 - December 2003
Job Accountant at Society Devoted to the Sacred Heart
Industry Nonprofit Organization Management
Experience
Society Devoted to the Sacred Heart June 2014 - Present
Glendale Arts / Alex Theatre June 2006 - February 2014
Santa Clarita Literacy and Arts Festival Committee 2007 - 2014
Trilogy Financial Services September 2000 - December 2003
Western Security Finance / Western Security Bank 1990 - 2000
Skills
Finance, Cost Variance Analysis, Balance Sheet Review, Cash Flow Reporting, G/L Reconciliations, P&L reconciliation, Intercompany Accounts, Fixed Asset Depreciation, Amortization Schedules, Deferred Revenue, P&L Management, Fundraising, Investment Strategies, 401k, Investments, Accounting, Public Speaking, Financial Accounting, Microsoft Excel, Accounts Receivable, Leadership, Financial Analysis, Account Reconciliation, Management, Payroll
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
University of Phoenix 1997 — 1999
Bachelor of Science, Business Administration
Society Devoted to the Sacred Heart June 2014 - Present
Glendale Arts / Alex Theatre June 2006 - February 2014
Santa Clarita Literacy and Arts Festival Committee 2007 - 2014
Trilogy Financial Services September 2000 - December 2003
Western Security Finance / Western Security Bank 1990 - 2000
Skills
Finance, Cost Variance Analysis, Balance Sheet Review, Cash Flow Reporting, G/L Reconciliations, P&L reconciliation, Intercompany Accounts, Fixed Asset Depreciation, Amortization Schedules, Deferred Revenue, P&L Management, Fundraising, Investment Strategies, 401k, Investments, Accounting, Public Speaking, Financial Accounting, Microsoft Excel, Accounts Receivable, Leadership, Financial Analysis, Account Reconciliation, Management, Payroll
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
University of Phoenix 1997 — 1999
Bachelor of Science, Business Administration
Max Kramer's Trilogy Financial Services Experience February 2014 - July 2014
Job Kramer Insurance Services Inc
Industry Financial Services
Experience
Kramer Insurance Services Inc January 2015 - Present
JamChest January 2012 - Present
New York Life Insurance Company August 2014 - November 2014
Trilogy Financial Services February 2014 - July 2014
Whole Foods Market April 2010 - May 2012
Whole Foods Market January 2008 - April 2010
Whole Foods Market January 2006 - January 2008
Whole Foods Market March 2005 - January 2006
Skills
Insurance, Estate Planning, Personal Finance, Risk Management, Small Business, Leadership, Asset Protection, Customer Satisfaction, Building Relationships, Multitasking Skills, Communication, Creative Problem Solving, Finance, Microsoft Word, Sales, Social Networking, Marketing
Education
San Diego Mesa College 2006 — 2010
Certificate of Achievement, Business Administration and Management
Thousand Oaks High School 2002 — 2006
High School, General Education
Kramer Insurance Services Inc January 2015 - Present
JamChest January 2012 - Present
New York Life Insurance Company August 2014 - November 2014
Trilogy Financial Services February 2014 - July 2014
Whole Foods Market April 2010 - May 2012
Whole Foods Market January 2008 - April 2010
Whole Foods Market January 2006 - January 2008
Whole Foods Market March 2005 - January 2006
Skills
Insurance, Estate Planning, Personal Finance, Risk Management, Small Business, Leadership, Asset Protection, Customer Satisfaction, Building Relationships, Multitasking Skills, Communication, Creative Problem Solving, Finance, Microsoft Word, Sales, Social Networking, Marketing
Education
San Diego Mesa College 2006 — 2010
Certificate of Achievement, Business Administration and Management
Thousand Oaks High School 2002 — 2006
High School, General Education
Millu Ramirez's Trilogy Financial Services Experience 2013 - Present
Job Financial Planner at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services 2013 - Present
Fortune Estate Funding 2005 - 2012
Rodeo Realty, Inc. 2000 - 2004
REMAX Masters Real Estate 1994 - 2000
Century 21 Young 1990 - 1994
Skills
Strategic Financial..., Wealth management, Risk assessment, Strong leadership skills, Management, Leadership, Real Estate Financing, Bilingual-English/Spanis..., Marketing, Property Management, Customer Satisfaction, Fundraising, Youth Mentoring, Portfolio Management, Finance, Investments, Wealth Management, Risk Assessment, Financial Planning
Education
California State Polytechnic University-Pomona
Bachelor of Science, Hotel and Restaurant Management
Trilogy Financial Services 2013 - Present
Fortune Estate Funding 2005 - 2012
Rodeo Realty, Inc. 2000 - 2004
REMAX Masters Real Estate 1994 - 2000
Century 21 Young 1990 - 1994
Skills
Strategic Financial..., Wealth management, Risk assessment, Strong leadership skills, Management, Leadership, Real Estate Financing, Bilingual-English/Spanis..., Marketing, Property Management, Customer Satisfaction, Fundraising, Youth Mentoring, Portfolio Management, Finance, Investments, Wealth Management, Risk Assessment, Financial Planning
Education
California State Polytechnic University-Pomona
Bachelor of Science, Hotel and Restaurant Management
Daisy Jaffe Daisy Jaffe's Trilogy Financial Services Experience October 2013 - Present
Job Financial Executive providing Comprehensive Financial Planning
Industry Financial Services
Experience
Trilogy Financial Services October 2013 - Present
LPL Financial May 2013 - August 2013
Wedbush Securities November 2006 - May 2013
Ryan Beck & Co. 2005 - 2006
Morgan Stanley 1983 - 2004
Skills
Accounting, Portfolio Management, Wealth Management, Strategic Financial..., Private Equity, New Business Development, Financial Reporting, Investments, Tax, Financial Modeling, Asset Management, Financial Analysis, Estate Planning, Due Diligence, Finance, Financial Planning
Education
Baruch College 1978 — 1980
Bachelor of Business Administration (B.B.A.)
Trilogy Financial Services October 2013 - Present
LPL Financial May 2013 - August 2013
Wedbush Securities November 2006 - May 2013
Ryan Beck & Co. 2005 - 2006
Morgan Stanley 1983 - 2004
Skills
Accounting, Portfolio Management, Wealth Management, Strategic Financial..., Private Equity, New Business Development, Financial Reporting, Investments, Tax, Financial Modeling, Asset Management, Financial Analysis, Estate Planning, Due Diligence, Finance, Financial Planning
Education
Baruch College 1978 — 1980
Bachelor of Business Administration (B.B.A.)
Greg Gunia Greg Gunia's Trilogy Financial Services Experience January 2004 - January 2006
Job Inside Sales Manager PS Audio
Industry Semiconductors
Experience
PS Audio December 2013 - Present
Wescom Marketing October 2011 - November 2013
TIAA-CREF July 2006 - August 2011
Trilogy Financial Services January 2004 - January 2006
Skills
Process Improvement, Mutual Funds, Product Management, Enterprise Software, Cloud Computing, Project Management, Sales, Business Analysis, Product Development, Product Marketing, CRM, Cross-functional Team..., Vendor Management, Strategy, Strategic Partnerships, Account Management, Leadership, Sales Management
Education
DePauw University
Political Science and Government
University of Colorado at Boulder
Communication and Media Studies
PS Audio December 2013 - Present
Wescom Marketing October 2011 - November 2013
TIAA-CREF July 2006 - August 2011
Trilogy Financial Services January 2004 - January 2006
Skills
Process Improvement, Mutual Funds, Product Management, Enterprise Software, Cloud Computing, Project Management, Sales, Business Analysis, Product Development, Product Marketing, CRM, Cross-functional Team..., Vendor Management, Strategy, Strategic Partnerships, Account Management, Leadership, Sales Management
Education
DePauw University
Political Science and Government
University of Colorado at Boulder
Communication and Media Studies
Kelly C. Kendall, MBA Kelly C. Kendall, MBA's Trilogy Financial Services Experience August 2013 - April 2014
Job Consultant | Former Marine | Insurance Agent | Registered Representative of The Leaders Group, Inc. Member FINRA
Industry Financial Services
Experience
The Leaders Group August 2014 - Present
Westland Financial Services April 2014 - Present
Trilogy Financial Services August 2013 - April 2014
Foundation For Financial Wellness April 2013 - August 2013
Kendall Financial and Insurance Services January 2010 - July 2013
Asset Marketing Systems March 2008 - January 2013
CompUSA November 2006 - March 2008
Primerica Financial Services May 2006 - November 2006
Audio Data Video Enterprises, LLC February 2004 - March 2006
The Financial Network, LLC May 2002 - February 2004
Education
Colorado Christian University 2002 — 2004
MBA, Business, Entrepreneurship
University of Phoenix 1997 — 1999
BS, Business Management
The Leaders Group August 2014 - Present
Westland Financial Services April 2014 - Present
Trilogy Financial Services August 2013 - April 2014
Foundation For Financial Wellness April 2013 - August 2013
Kendall Financial and Insurance Services January 2010 - July 2013
Asset Marketing Systems March 2008 - January 2013
CompUSA November 2006 - March 2008
Primerica Financial Services May 2006 - November 2006
Audio Data Video Enterprises, LLC February 2004 - March 2006
The Financial Network, LLC May 2002 - February 2004
Education
Colorado Christian University 2002 — 2004
MBA, Business, Entrepreneurship
University of Phoenix 1997 — 1999
BS, Business Management
Tej Patel's Trilogy Financial Services Experience June 2013 - September 2013
Job Clinical Immunology Development Intern at Johnson & Johnson
Industry Medical Practice
Experience
UC Irvine June 2013 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2014 - September 2014
Trilogy Financial Services June 2013 - September 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Outlook, Public Speaking, Teamwork, Event Planning, Data Analysis, Time Management, Nonprofits, Access, Data Entry, Social Media
Education
University of California, Irvine 2011 — 2015
Bachelor's Degree, Biological Sciences
Newbury Park High School 2007 — 2011
High School, International Baccalaureate Student, 4.5/4.0
Merchant Taylor's School 2006 — 2007
UC Irvine June 2013 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2014 - September 2014
Trilogy Financial Services June 2013 - September 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Outlook, Public Speaking, Teamwork, Event Planning, Data Analysis, Time Management, Nonprofits, Access, Data Entry, Social Media
Education
University of California, Irvine 2011 — 2015
Bachelor's Degree, Biological Sciences
Newbury Park High School 2007 — 2011
High School, International Baccalaureate Student, 4.5/4.0
Merchant Taylor's School 2006 — 2007
Andrew Duarte Andrew Duarte's Trilogy Financial Services Experience June 2010 - October 2010
Job Knowledgeable in All Modern Finance: Principles, Theories, Methods, and Analysis Strategies
Industry Accounting
Experience
Enterprise Holdings February 2013 - Present
Knott's Soak City Chula Vista April 2012 - April 2013
Lake Elsinore Storm February 2011 - September 2011
Trilogy Financial Services June 2010 - October 2010
San Diego State University October 2007 - July 2008
Hemet Unified School District September 2007 - June 2008
Skills
Finance, Analysis, Process Improvement, Time Management, Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Access, Sales, Accounting, Marketing, Outlook, Microsoft Excel, Public Speaking, PowerPoint, Leadership, Networking, Budgets, Management, Training, Financial Reporting
Education
San Diego State University-California State University 2008 — 2010
Bachelor of Science- Business Administration, Finance
Riverside Community College 2005 — 2008
AS AA
Riverside Community College 2005 — 2008
Associates; Distinction Associates, Science; Arts
Enterprise Holdings February 2013 - Present
Knott's Soak City Chula Vista April 2012 - April 2013
Lake Elsinore Storm February 2011 - September 2011
Trilogy Financial Services June 2010 - October 2010
San Diego State University October 2007 - July 2008
Hemet Unified School District September 2007 - June 2008
Skills
Finance, Analysis, Process Improvement, Time Management, Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Access, Sales, Accounting, Marketing, Outlook, Microsoft Excel, Public Speaking, PowerPoint, Leadership, Networking, Budgets, Management, Training, Financial Reporting
Education
San Diego State University-California State University 2008 — 2010
Bachelor of Science- Business Administration, Finance
Riverside Community College 2005 — 2008
AS AA
Riverside Community College 2005 — 2008
Associates; Distinction Associates, Science; Arts
Sean Jarrett Sean Jarrett's Trilogy Financial Services Experience June 2012 - February 2013
Job Internal Wholesaler
Industry Financial Services
Experience
Financial Services July 2013 - Present
Trilogy Financial Services June 2012 - February 2013
Colorado Rockies Baseball Club June 2006 - January 2012
Prato 2009 - 2010
Skills
Sports Management, Baseball, Budgets, Scouting, Sports Marketing, Sports, Sponsorship Sales, Athletics, Sports Coaching, Sponsorship, Football, Ticket Sales, Event Management, Sports Writing, Strength Training
Education
Oral Roberts University 2006 — 2007
Bachelor of Science, Liberal Arts, Business
University of Arizona 2004 — 2005
Financial Services July 2013 - Present
Trilogy Financial Services June 2012 - February 2013
Colorado Rockies Baseball Club June 2006 - January 2012
Prato 2009 - 2010
Skills
Sports Management, Baseball, Budgets, Scouting, Sports Marketing, Sports, Sponsorship Sales, Athletics, Sports Coaching, Sponsorship, Football, Ticket Sales, Event Management, Sports Writing, Strength Training
Education
Oral Roberts University 2006 — 2007
Bachelor of Science, Liberal Arts, Business
University of Arizona 2004 — 2005
Christina Seabaugh Christina Seabaugh's Trilogy Financial Services Experience February 2009 - August 2009
Job Lead Payroll Accountant at InNOut Burger
Industry Food & Beverages
Experience
In-N-Out Burger April 2014 - Present
Crate and Barrel September 2013 - Present
Wet Seal, Inc September 2009 - Present
Trilogy Financial Services February 2009 - August 2009
Ann Taylor LOFT September 2007 - April 2009
Skills
ADP Payroll, Loss Prevention, Payroll, Succession Planning, Merchandising, Retail, Customer Service, Microsoft Word, Microsoft Excel, Coaching, Leadership Development, Team Building, Window Displays, Leadership, Retail Sales, Store Operations, Recruiting, Employee Training, Visual Merchandising, Employee Relations, Hiring, Interviews, Training, Store Management, Inventory Control, Outlook, Inventory Management, Time Management, Human Resources
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Japanese Language and Literature
In-N-Out Burger April 2014 - Present
Crate and Barrel September 2013 - Present
Wet Seal, Inc September 2009 - Present
Trilogy Financial Services February 2009 - August 2009
Ann Taylor LOFT September 2007 - April 2009
Skills
ADP Payroll, Loss Prevention, Payroll, Succession Planning, Merchandising, Retail, Customer Service, Microsoft Word, Microsoft Excel, Coaching, Leadership Development, Team Building, Window Displays, Leadership, Retail Sales, Store Operations, Recruiting, Employee Training, Visual Merchandising, Employee Relations, Hiring, Interviews, Training, Store Management, Inventory Control, Outlook, Inventory Management, Time Management, Human Resources
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Japanese Language and Literature
Coral White Coral White's Trilogy Financial Services Experience January 2011 - October 2011
Job Financial Executive
Industry Financial Services
Experience
Lazy Dog Cafe August 2010 - Present
Trilogy Financial Services January 2011 - October 2011
Elephant Bar Restaurant February 2004 - March 2010
Skills
Organizational..., Teamwork, Eager To Learn, Inspiration, Retirement Planning, Investments, Estate Planning, Finance, Securities, Financial Services, Business Planning, Customer Service, Customer Satisfaction, Team Leadership, Restaurants, Public Speaking, Team Building, Hospitality
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
Bachelor, Business
Big Bear High School 1996 — 2000
Highschool Dipolma
Lazy Dog Cafe August 2010 - Present
Trilogy Financial Services January 2011 - October 2011
Elephant Bar Restaurant February 2004 - March 2010
Skills
Organizational..., Teamwork, Eager To Learn, Inspiration, Retirement Planning, Investments, Estate Planning, Finance, Securities, Financial Services, Business Planning, Customer Service, Customer Satisfaction, Team Leadership, Restaurants, Public Speaking, Team Building, Hospitality
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
Bachelor, Business
Big Bear High School 1996 — 2000
Highschool Dipolma
Tyson Rath Tyson Rath's Trilogy Financial Services Experience August 2006 - September 2007
Job Math Teacher at Carden Academy
Industry Retail
Experience
Carden Academy of Mission Viejo August 2011 - Present
Math Zoom September 2010 - August 2011
Starbucks Coffee Company September 2007 - September 2010
Trilogy Financial Services August 2006 - September 2007
Skills
Program Management, Conversational Japanese, Japanese culture, Japan, Investments, Mutual Funds, Teaching English, Japanese, Teaching English as a..., Curriculum Design
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Arts (B.A.), International Business
Santa Ana College 1999 — 2001
Associate of Arts (A.A.), Business
Carden Academy of Mission Viejo August 2011 - Present
Math Zoom September 2010 - August 2011
Starbucks Coffee Company September 2007 - September 2010
Trilogy Financial Services August 2006 - September 2007
Skills
Program Management, Conversational Japanese, Japanese culture, Japan, Investments, Mutual Funds, Teaching English, Japanese, Teaching English as a..., Curriculum Design
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Arts (B.A.), International Business
Santa Ana College 1999 — 2001
Associate of Arts (A.A.), Business
Richard Gleason Richard Gleason's Trilogy Financial Services Experience 2000 - 2002
Job Lead Business Instructor at Aon Hewitt
Industry Insurance
Experience
Aon Hewitt March 2014 - Present
AON Hewitt October 2012 - March 2014
Aon Hewitt July 2012 - October 2012
Aon Hewitt January 2012 - September 2012
Aon Hewitt June 2011 - January 2012
Aon Hewitt (Senior Educators) September 2010 - February 2011
Aflac April 2009 - September 2010
R.L.Gleason, Inc. January 2006 - April 2009
Handyman Connection September 2002 - September 2006
Trilogy Financial Services 2000 - 2002
Skills
CVS, Strategic Financial..., Retirement, Insurance, Employee Benefits, Benefits Administration, Health Insurance, Leadership, Call Centers, Training, Selling, Cold Calling, Medicare, Process Improvement, Financial Services, Risk Management, General Insurance, Analysis, Investments, Life Insurance, Team Building, Human Resources, Disability Insurance, MIS, Recruiting, Performance Management, Retirement Planning, Teamwork, Team Leadership, Coaching, Fixed Annuities, Change Management, Operations Management, Customer Service, Team Management, Management, Finance
Education
Simon Fraser University 1982 — 1985
BBA, Business Administration & Economics
University of Victoria 1974 — 1976
General Arts & Sciences
Aon Hewitt March 2014 - Present
AON Hewitt October 2012 - March 2014
Aon Hewitt July 2012 - October 2012
Aon Hewitt January 2012 - September 2012
Aon Hewitt June 2011 - January 2012
Aon Hewitt (Senior Educators) September 2010 - February 2011
Aflac April 2009 - September 2010
R.L.Gleason, Inc. January 2006 - April 2009
Handyman Connection September 2002 - September 2006
Trilogy Financial Services 2000 - 2002
Skills
CVS, Strategic Financial..., Retirement, Insurance, Employee Benefits, Benefits Administration, Health Insurance, Leadership, Call Centers, Training, Selling, Cold Calling, Medicare, Process Improvement, Financial Services, Risk Management, General Insurance, Analysis, Investments, Life Insurance, Team Building, Human Resources, Disability Insurance, MIS, Recruiting, Performance Management, Retirement Planning, Teamwork, Team Leadership, Coaching, Fixed Annuities, Change Management, Operations Management, Customer Service, Team Management, Management, Finance
Education
Simon Fraser University 1982 — 1985
BBA, Business Administration & Economics
University of Victoria 1974 — 1976
General Arts & Sciences
Cathy Lunger, CFA Cathy Lunger, CFA's Trilogy Financial Services Experience May 2010 - May 2011
Job Loan Analyst at Wellesley Bank
Industry Financial Services
Experience
Wellesley Bank April 2013 - Present
CML Financial Solutions May 2011 - April 2013
Trilogy Financial Services May 2010 - May 2011
Babson College January 2000 - January 2002
Fisher College January 1998 - January 2000
BNY Mellon January 1995 - January 1997
Office of the Comptroller of the Currency January 1991 - January 1995
Putnam Investments January 1986 - January 1989
State Street January 1983 - January 1986
Skills
Accounting, Cash Flow, Budgeting, Analysis, Quickbooks, Teaching, Financials, Financial Reporting, Forecasting, Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Reconciliation, Bookkeeping, Excel, Research, Financial Planning, Fixed Assets, Internal Controls, Balance, Accruals, Payroll, Planning, Financial Accounting, Financial Modeling, Peachtree, Cash Management, Auditing, Financial Management, Business Strategy, Credit, Investments, Securities, Strategic Planning, Asset Management, Microsoft Office, Risk Management, Small Business, Business Planning, Strategic Financial..., QuickBooks, Managerial Finance, Budgets, Portfolio Management, Banking, Finance, Financial Advisory, Management, Mutual Funds
Education
Babson College 1989 — 1991
Master, Business Administration
Ohio University 1980 — 1982
Bachelor of Business Administration, Finance
Wellesley Bank April 2013 - Present
CML Financial Solutions May 2011 - April 2013
Trilogy Financial Services May 2010 - May 2011
Babson College January 2000 - January 2002
Fisher College January 1998 - January 2000
BNY Mellon January 1995 - January 1997
Office of the Comptroller of the Currency January 1991 - January 1995
Putnam Investments January 1986 - January 1989
State Street January 1983 - January 1986
Skills
Accounting, Cash Flow, Budgeting, Analysis, Quickbooks, Teaching, Financials, Financial Reporting, Forecasting, Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Reconciliation, Bookkeeping, Excel, Research, Financial Planning, Fixed Assets, Internal Controls, Balance, Accruals, Payroll, Planning, Financial Accounting, Financial Modeling, Peachtree, Cash Management, Auditing, Financial Management, Business Strategy, Credit, Investments, Securities, Strategic Planning, Asset Management, Microsoft Office, Risk Management, Small Business, Business Planning, Strategic Financial..., QuickBooks, Managerial Finance, Budgets, Portfolio Management, Banking, Finance, Financial Advisory, Management, Mutual Funds
Education
Babson College 1989 — 1991
Master, Business Administration
Ohio University 1980 — 1982
Bachelor of Business Administration, Finance
Casey Dettorre Casey Dettorre's Trilogy Financial Services Experience InternAll Media CapitalAugust 2005 - March 2007
Job Financial Advisor at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services InternAll Media CapitalAugust 2005 - March 2007
Education
California State University-Fullerton 2005 — 2007
Business Administration, Finance
Arizona State University 2003 — 2004
Engineering
Trilogy Financial Services InternAll Media CapitalAugust 2005 - March 2007
Education
California State University-Fullerton 2005 — 2007
Business Administration, Finance
Arizona State University 2003 — 2004
Engineering
Tim Harpe Tim Harpe's Trilogy Financial Services Experience March 2014 - June 2014
Job Corporate Instructor
Industry Military
Experience
United States Marine Corps October 2010 - Present
Trilogy Financial Services March 2014 - June 2014
Subaru of Kings Automall October 2009 - October 2010
Bath and Body Works October 2009 - September 2010
American Eagle September 2009 - August 2010
Bob Tyler Toyota-SCION-Suzuki January 2006 - August 2009
Skills
HRIS Database Management, Hiring, FMLA, Payroll, Human Resources, Training, Management, Leadership, Team Leadership, Security Clearance, Logistics, Operations Management, Team Building, Customer Satisfaction, Microsoft Excel, Employee Relations, Recruiting, Time Management, Microsoft Office, Communication Skills, High level of initiative, Organization, Project Management, Strongly self-motivated, Dependable Team Player, Social Skills, Passion for Helping..., Customer Service, Public Speaking, Event Management, Inventory Management, Microsoft Technologies, Customer Retention, Long-term Customer..., Budgets, Shipping, Microsoft Word, Outlook, PowerPoint, Microsoft Suites, Employee Benefits, Interviews, Event Planning, Employee Training, Access, Data Entry, COBRA, Administration, Leadership Development, Conflict Resolution
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Liberty University 2010 — 2014
Bachelor's Degree, Religion/Religious Studies
Pensacola Christian College 2004 — 2007
United States Marine Corps October 2010 - Present
Trilogy Financial Services March 2014 - June 2014
Subaru of Kings Automall October 2009 - October 2010
Bath and Body Works October 2009 - September 2010
American Eagle September 2009 - August 2010
Bob Tyler Toyota-SCION-Suzuki January 2006 - August 2009
Skills
HRIS Database Management, Hiring, FMLA, Payroll, Human Resources, Training, Management, Leadership, Team Leadership, Security Clearance, Logistics, Operations Management, Team Building, Customer Satisfaction, Microsoft Excel, Employee Relations, Recruiting, Time Management, Microsoft Office, Communication Skills, High level of initiative, Organization, Project Management, Strongly self-motivated, Dependable Team Player, Social Skills, Passion for Helping..., Customer Service, Public Speaking, Event Management, Inventory Management, Microsoft Technologies, Customer Retention, Long-term Customer..., Budgets, Shipping, Microsoft Word, Outlook, PowerPoint, Microsoft Suites, Employee Benefits, Interviews, Event Planning, Employee Training, Access, Data Entry, COBRA, Administration, Leadership Development, Conflict Resolution
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Liberty University 2010 — 2014
Bachelor's Degree, Religion/Religious Studies
Pensacola Christian College 2004 — 2007
Michael H. Hernandez's Trilogy Financial Services Experience January 2014 - July 2014
Job Healthcare Partners
Industry Hospital & Health Care
Experience
City of Cerritos December 2014 - April 2015
Trilogy Financial Services January 2014 - July 2014
Tucson Hispanic Chamber of Commerce October 2013 - December 2013
The University of Arizona April 2013 - December 2013
Cerritos College September 2010 - May 2011
Elizabeth Learning Center July 2006 - June 2010
Elizabeth Learning Center November 2006 - February 2010
Digiprintmedia March 2004 - July 2006
Skills
Social Networking, Strategy, Event Planning, Sales, Microsoft Excel, Public Speaking, Customer Service, PowerPoint, Teamwork, Microsoft Word, Microsoft Office, Social Media, Business Analysis, Photoshop, Research, Windows, English, SQL Knowledge, Medical Terminology, Human Anatomy
Education
University of Arizona 2011 — 2013
Bachelor of Business Management, Business Administration and Management, General
Cerritos College 2003 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
City of Cerritos December 2014 - April 2015
Trilogy Financial Services January 2014 - July 2014
Tucson Hispanic Chamber of Commerce October 2013 - December 2013
The University of Arizona April 2013 - December 2013
Cerritos College September 2010 - May 2011
Elizabeth Learning Center July 2006 - June 2010
Elizabeth Learning Center November 2006 - February 2010
Digiprintmedia March 2004 - July 2006
Skills
Social Networking, Strategy, Event Planning, Sales, Microsoft Excel, Public Speaking, Customer Service, PowerPoint, Teamwork, Microsoft Word, Microsoft Office, Social Media, Business Analysis, Photoshop, Research, Windows, English, SQL Knowledge, Medical Terminology, Human Anatomy
Education
University of Arizona 2011 — 2013
Bachelor of Business Management, Business Administration and Management, General
Cerritos College 2003 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jordan Boyce Jordan Boyce's Trilogy Financial Services Experience November 2012 - June 2013
Job Founder & President: the Golden State Marathon Series
Industry Consumer Services
Experience
The Golden State Marathon Series October 2011 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments June 2013 - October 2014
Trilogy Financial Services November 2012 - June 2013
UC San Diego Bookstore June 2008 - December 2009
Linköping University September 2006 - June 2007
UC San Diego Sports Facility Office October 2004 - June 2006
Apple Inc. October 2003 - January 2004
Skills
Familiarity with Java &..., Proficient with MS..., Proficient in Adobe..., Intermediate..., Product Development, Concept Development, Concept Design, Design Thinking, Brand Developement, Operations Management, New Product..., Project Management, Marketing Strategy, Social Media Marketing, SEO, Storyboarding, Brand Positioning..., User Experience, Brand Development, Sales, Event Management
Education
University of Oslo 2010 — 2016
Dr.Philos., Scandinavian History
Linköping University 2006 — 2007
M.Phil., Scandinavian History, VG+ - Magna Cum Laude
UC San Diego 2004 — 2006
BA, History, 3.70 - Cum Laude
Palomar College 2000 — 2001
AA, Liberal Arts, 3.77 - Cum Laude
The Golden State Marathon Series October 2011 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments June 2013 - October 2014
Trilogy Financial Services November 2012 - June 2013
UC San Diego Bookstore June 2008 - December 2009
Linköping University September 2006 - June 2007
UC San Diego Sports Facility Office October 2004 - June 2006
Apple Inc. October 2003 - January 2004
Skills
Familiarity with Java &..., Proficient with MS..., Proficient in Adobe..., Intermediate..., Product Development, Concept Development, Concept Design, Design Thinking, Brand Developement, Operations Management, New Product..., Project Management, Marketing Strategy, Social Media Marketing, SEO, Storyboarding, Brand Positioning..., User Experience, Brand Development, Sales, Event Management
Education
University of Oslo 2010 — 2016
Dr.Philos., Scandinavian History
Linköping University 2006 — 2007
M.Phil., Scandinavian History, VG+ - Magna Cum Laude
UC San Diego 2004 — 2006
BA, History, 3.70 - Cum Laude
Palomar College 2000 — 2001
AA, Liberal Arts, 3.77 - Cum Laude
Rachael Gonzalez Rachael Gonzalez's Trilogy Financial Services Experience December 1998 - December 1999
Job Director of Business Development at West Coast Air, Inc.
Industry Construction
Experience
West Coast Air, Inc. October 2014 - Present
Echo Pacific Construction, Inc. December 1999 - October 2014
Trilogy Financial Services December 1998 - December 1999
The Kuda Company July 1995 - August 1998
Skills
Contract Negotiation, New Business Development, Construction, Business Development, Strategic Planning, Construction Management, Negotiation, Contract Management, Sales Management, Project Management, Sales, Budgets, Team Building, Contractors, Business Strategy, Account Management, Marketing Strategy, Marketing, Project Planning, Proposal Writing, Notary Public, Procurement, Process Scheduler
Education
Palomar College 2006 — 2007
Certified Project Manager, Project Management
FIDM/Fashion Institute of Design & Merchandising-San Diego 1996 — 1998
Fashion Merchandising
Palomar College 1994 — 1996
Business Administration and Management, General
West Coast Air, Inc. October 2014 - Present
Echo Pacific Construction, Inc. December 1999 - October 2014
Trilogy Financial Services December 1998 - December 1999
The Kuda Company July 1995 - August 1998
Skills
Contract Negotiation, New Business Development, Construction, Business Development, Strategic Planning, Construction Management, Negotiation, Contract Management, Sales Management, Project Management, Sales, Budgets, Team Building, Contractors, Business Strategy, Account Management, Marketing Strategy, Marketing, Project Planning, Proposal Writing, Notary Public, Procurement, Process Scheduler
Education
Palomar College 2006 — 2007
Certified Project Manager, Project Management
FIDM/Fashion Institute of Design & Merchandising-San Diego 1996 — 1998
Fashion Merchandising
Palomar College 1994 — 1996
Business Administration and Management, General
Amy Stein's Trilogy Financial Services Experience December 2009 - April 2010
Job Independent Representative Primerica Inc. Division Leader
Industry Financial Services
Experience
Primerica Inc. June 2010 - Present
Trilogy Financial Services December 2009 - April 2010
Northwestern Mutual July 2008 - November 2009
Northwestern Mutual March 2006 - July 2008
Northwestern Mutual December 2005 - March 2006
Bank One June 2005 - August 2005
BB&T Bank June 2004 - June 2005
Skills
Term Life Insurance, Whole Life, Administration, Team Management, Insurance, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Fixed Annuities, Securities, 401k, Life Insurance, Financial Analysis, Mutual Funds, Disability Insurance, Banking, Marketing, Real Estate, Small Business, Outlook, Employee Benefits, Recruiting
Education
Fairmont State University 2002 — 2008
Finance
Fairmont State University 2002 — 2008
Finance; Psychology
Fairmont State University 2002 — 2008
Primerica Inc. June 2010 - Present
Trilogy Financial Services December 2009 - April 2010
Northwestern Mutual July 2008 - November 2009
Northwestern Mutual March 2006 - July 2008
Northwestern Mutual December 2005 - March 2006
Bank One June 2005 - August 2005
BB&T Bank June 2004 - June 2005
Skills
Term Life Insurance, Whole Life, Administration, Team Management, Insurance, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Fixed Annuities, Securities, 401k, Life Insurance, Financial Analysis, Mutual Funds, Disability Insurance, Banking, Marketing, Real Estate, Small Business, Outlook, Employee Benefits, Recruiting
Education
Fairmont State University 2002 — 2008
Finance
Fairmont State University 2002 — 2008
Finance; Psychology
Fairmont State University 2002 — 2008
Valerie Baker Valerie Baker's Trilogy Financial Services Experience August 2006 - June 2008
Job Current position
Industry Financial Services
Experience
Great-West Financial June 2008 - Present
Trilogy Financial Services August 2006 - June 2008
US Air Force June 2003 - June 2006
United States Air Force March 2002 - June 2003
United States Air Force June 2000 - March 2002
United States Air Force June 1997 - June 2000
Skills
Mutual Funds, Investments, Retirement, Retirement Planning, Series 7, Asset Allocation, 401k, Series 63, Wealth Management, Financial Services, Risk Management, Securities, Investment Strategies, Asset Managment, Portfolio Management, Fixed Annuities, Strategic Financial..., Insurance, Estate Planning, Financial Analysis, International Relations, National Security, Government, Air Force, Foreign Policy, Military, DoD
Education
Kent State University 1992 — 2007
BA, Sociology
Old Dominion University 2003 — 2006
MBA
Great-West Financial June 2008 - Present
Trilogy Financial Services August 2006 - June 2008
US Air Force June 2003 - June 2006
United States Air Force March 2002 - June 2003
United States Air Force June 2000 - March 2002
United States Air Force June 1997 - June 2000
Skills
Mutual Funds, Investments, Retirement, Retirement Planning, Series 7, Asset Allocation, 401k, Series 63, Wealth Management, Financial Services, Risk Management, Securities, Investment Strategies, Asset Managment, Portfolio Management, Fixed Annuities, Strategic Financial..., Insurance, Estate Planning, Financial Analysis, International Relations, National Security, Government, Air Force, Foreign Policy, Military, DoD
Education
Kent State University 1992 — 2007
BA, Sociology
Old Dominion University 2003 — 2006
MBA
Boris Kostadinov Boris Kostadinov's Trilogy Financial Services Experience November 2002 - September 2003
Job Director Client Relations at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2004 - Present
Northwestern Mutual September 2003 - September 2004
Trilogy Financial Services November 2002 - September 2003
Skills
Investments, Customer Relations, Customer Service, Planning, Analysis, Insurance, Securities, Compliance
Education
Wirtschaftsuniversität Wien / WU Wien 1995 — 1998
Stopanska akademija 'Dimitr Èenov' 1991 — 1995
MS, Finance
Northwestern Mutual September 2004 - Present
Northwestern Mutual September 2003 - September 2004
Trilogy Financial Services November 2002 - September 2003
Skills
Investments, Customer Relations, Customer Service, Planning, Analysis, Insurance, Securities, Compliance
Education
Wirtschaftsuniversität Wien / WU Wien 1995 — 1998
Stopanska akademija 'Dimitr Èenov' 1991 — 1995
MS, Finance
Jia Yi Chan's Trilogy Financial Services Experience 2009 - 2010
Job Independent Representative at Voya Financial
Industry Financial Services
Experience
ING Strategic Distribution April 2010 - Present
Trilogy Financial Services 2009 - 2010
Skills
Life Insurance, Long-term Care, Retirement, Fixed Annuities, Small Business, Term Life Insurance, Public Speaking, Financial Services, Toastmasters, Disability Insurance, Wealth Management, Retirement Planning, Universal Life, IRAs, Financial Planning, Leadership, Financial Advisory, 401k, Insurance
Education
Binghamton University - School of Management 1992 — 1994
MBA, Non-profit Management
Hardin-Simmons University 1988 — 1991
BM, Music, Business
ING Strategic Distribution April 2010 - Present
Trilogy Financial Services 2009 - 2010
Skills
Life Insurance, Long-term Care, Retirement, Fixed Annuities, Small Business, Term Life Insurance, Public Speaking, Financial Services, Toastmasters, Disability Insurance, Wealth Management, Retirement Planning, Universal Life, IRAs, Financial Planning, Leadership, Financial Advisory, 401k, Insurance
Education
Binghamton University - School of Management 1992 — 1994
MBA, Non-profit Management
Hardin-Simmons University 1988 — 1991
BM, Music, Business
Nick Richtsmeier Nick Richtsmeier's Trilogy Financial Services Experience July 2014 - Present
Job Executive VP Managing Brand Awareness, Field Advancement and Business Opportunity Research
Industry Financial Services
Experience
Trilogy Financial Services July 2014 - Present
Trilogy Financial Services May 2011 - June 2014
Trilogy Financial Services August 2006 - June 2011
Radius June 2004 - October 2007
Willow Creek Community Church 2001 - 2004
Skills
Fundraising, Public Speaking, Customer Service, Strategic Planning, Non-profits
Education
Bethel University 2001 — 2004
MA in Transformational Leadership
Central College 1997 — 2001
Bachelor of Arts (B.A.), Business Management and Human Resources
Trilogy Financial Services July 2014 - Present
Trilogy Financial Services May 2011 - June 2014
Trilogy Financial Services August 2006 - June 2011
Radius June 2004 - October 2007
Willow Creek Community Church 2001 - 2004
Skills
Fundraising, Public Speaking, Customer Service, Strategic Planning, Non-profits
Education
Bethel University 2001 — 2004
MA in Transformational Leadership
Central College 1997 — 2001
Bachelor of Arts (B.A.), Business Management and Human Resources
Yilmaz Rona Yilmaz Rona's Trilogy Financial Services Experience September 2010 - August 2011
Job Data Coordinator at Odysseys Unlimited
Industry Leisure, Travel & Tourism
Experience
Odysseys Unlimited March 2012 - Present
IEEE Boston Entrepreneurs' Network 2010 - May 2015
Waverley Computer Services January 2007 - December 2013
Nemonix Engineering, Inc. August 2011 - March 2012
Trilogy Financial Services September 2010 - August 2011
New England Securities November 2009 - August 2010
MCPHS September 2007 - December 2009
Eliza Corporation May 2006 - November 2006
Shire HGT March 2004 - April 2006
North Star BlueScope Steel October 2001 - November 2003
Skills
Business Process..., Business Process, Process Improvement, Process Control, Software Project..., Databases, Database Design, Data Analysis, SQL, HSQLDB, SQL Server 2005/2000, MySQL, Visual Basic, Filemaker Pro, C, C#, Python, C++, PHP, Fortran, .NET, VBA, Perl, Java, Linux server..., Bash, Unix Administration, VMS, DCL, Technical Writing, LibreOffice, Microsoft Office, Wordpress, Wordpress Design
Education
Case Western Reserve University 1999 — 2001
ME, Control & Automation Engineering
Navy Nuclear Power School 1993 — 1994
Nuclear Propulsion Officer Training
University of Maryland College Park 1988 — 1992
BS (Honors), Physics
Buckingham Browne & Nichols 1982 — 1988
HS
Odysseys Unlimited March 2012 - Present
IEEE Boston Entrepreneurs' Network 2010 - May 2015
Waverley Computer Services January 2007 - December 2013
Nemonix Engineering, Inc. August 2011 - March 2012
Trilogy Financial Services September 2010 - August 2011
New England Securities November 2009 - August 2010
MCPHS September 2007 - December 2009
Eliza Corporation May 2006 - November 2006
Shire HGT March 2004 - April 2006
North Star BlueScope Steel October 2001 - November 2003
Skills
Business Process..., Business Process, Process Improvement, Process Control, Software Project..., Databases, Database Design, Data Analysis, SQL, HSQLDB, SQL Server 2005/2000, MySQL, Visual Basic, Filemaker Pro, C, C#, Python, C++, PHP, Fortran, .NET, VBA, Perl, Java, Linux server..., Bash, Unix Administration, VMS, DCL, Technical Writing, LibreOffice, Microsoft Office, Wordpress, Wordpress Design
Education
Case Western Reserve University 1999 — 2001
ME, Control & Automation Engineering
Navy Nuclear Power School 1993 — 1994
Nuclear Propulsion Officer Training
University of Maryland College Park 1988 — 1992
BS (Honors), Physics
Buckingham Browne & Nichols 1982 — 1988
HS
Danny J. Salazar Danny J. Salazar's Trilogy Financial Services Experience 2003 - 2004
Job Paralegal/Legal Assistant
Industry Legal Services
Experience
A.B.A. Certificated Paralegal/Legal Assistant June 2013 - Present
Salazar Realty 2007 - Present
Farmers Insurance 2007 - 2012
Palmas Realty / Mexibanc Mortgage 2005 - 2007
Foresters Equity Services 2004 - 2005
Trilogy Financial Services 2003 - 2004
Colton Joint Unified School District 2001 - 2004
KTC Language Institute 2000 - 2001
Skills
Bilingual-English/Spanis..., Microsoft Office, Customer Service, Corporate Law, Civil Litigation, Legal Research, Legal Writing, Legal Assistance, Fixed Annuities, Claim, Life Insurance, Health Insurance, Estate Planning, Westlaw, Real Estate, IRAs, Mutual Funds, Investments, Strategic Financial..., Insurance
Education
California State University-Los Angeles 2012 — 2013
Paralegal Certificate, Paralegal Studies
California State University-Los Angeles
Bachelor of Arts (B.A.), Education/Liberal Studies
Riverside Community College
Associate of Arts (A.A.), Education
A.B.A. Certificated Paralegal/Legal Assistant June 2013 - Present
Salazar Realty 2007 - Present
Farmers Insurance 2007 - 2012
Palmas Realty / Mexibanc Mortgage 2005 - 2007
Foresters Equity Services 2004 - 2005
Trilogy Financial Services 2003 - 2004
Colton Joint Unified School District 2001 - 2004
KTC Language Institute 2000 - 2001
Skills
Bilingual-English/Spanis..., Microsoft Office, Customer Service, Corporate Law, Civil Litigation, Legal Research, Legal Writing, Legal Assistance, Fixed Annuities, Claim, Life Insurance, Health Insurance, Estate Planning, Westlaw, Real Estate, IRAs, Mutual Funds, Investments, Strategic Financial..., Insurance
Education
California State University-Los Angeles 2012 — 2013
Paralegal Certificate, Paralegal Studies
California State University-Los Angeles
Bachelor of Arts (B.A.), Education/Liberal Studies
Riverside Community College
Associate of Arts (A.A.), Education
Shannon Cowart Shannon Cowart's Trilogy Financial Services Experience February 2013 - October 2013
Job Information Systems & Management
Industry Information Technology and Services
Experience
U.S. Census Bureau March 2015 - Present
Cognosante July 2014 - March 2015
M-GO a joint venture of Technicolor & Dreamworks March 2014 - June 2014
Classic Components October 2013 - March 2014
Trilogy Financial Services February 2013 - October 2013
MyEyeDr. January 2012 - January 2013
Vision Works February 2007 - January 2012
Skills
Office Management, Coaching, Customer Service, Sales Recruitment, Assistance, Sales Management, Training, Marketing, Microsoft Office, Interviews, Management, Data Entry, Microsoft Word
Education
University of Maryland Baltimore County 2015 — 2017
Master's degree, Information Systems
Bowie State University 2004 — 2009
BS, Business Administration
U.S. Census Bureau March 2015 - Present
Cognosante July 2014 - March 2015
M-GO a joint venture of Technicolor & Dreamworks March 2014 - June 2014
Classic Components October 2013 - March 2014
Trilogy Financial Services February 2013 - October 2013
MyEyeDr. January 2012 - January 2013
Vision Works February 2007 - January 2012
Skills
Office Management, Coaching, Customer Service, Sales Recruitment, Assistance, Sales Management, Training, Marketing, Microsoft Office, Interviews, Management, Data Entry, Microsoft Word
Education
University of Maryland Baltimore County 2015 — 2017
Master's degree, Information Systems
Bowie State University 2004 — 2009
BS, Business Administration
Allan Tentler Allan Tentler's Trilogy Financial Services Experience April 2009 - October 2009
Job Financial Adviser at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2012 - Present
SDSU Business Alumni Network April 2011 - Present
Sonata Patio HOA 2011 - Present
BNI Bnillionaires 2010 - Present
Western Financial Planning November 2009 - March 2012
Trilogy Financial Services April 2009 - October 2009
Education
San Diego State University-California State University 2000 — 2004
Bachelors, Economics
Merrill Lynch March 2012 - Present
SDSU Business Alumni Network April 2011 - Present
Sonata Patio HOA 2011 - Present
BNI Bnillionaires 2010 - Present
Western Financial Planning November 2009 - March 2012
Trilogy Financial Services April 2009 - October 2009
Education
San Diego State University-California State University 2000 — 2004
Bachelors, Economics
Isaac Hansen, AIF® Isaac Hansen, AIF®'s Trilogy Financial Services Experience August 2005 - Present
Job
Industry Financial Services
Experience
Trilogy Financial Services August 2005 - Present
Education
Saint Cloud State University - G.R. Herberger College of Business 1998 — 2002
Bachelor's degree, Economics and finance
St. Cloud State University 1998 — 2002
Bachelors, Finance and Economics
Trilogy Financial Services August 2005 - Present
Education
Saint Cloud State University - G.R. Herberger College of Business 1998 — 2002
Bachelor's degree, Economics and finance
St. Cloud State University 1998 — 2002
Bachelors, Finance and Economics
Gonzalo de León Plata's Trilogy Financial Services Experience August 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Trilogy Financial Services August 2011 - Present
National Council of Science and Technology, Mexico June 2010 - August 2010
Sistemas Integrales de Administración December 2004 - August 2009
Mexican Mission for World Trade Organization March 2006 - July 2006
Organization of American States June 2004 - August 2004
Education
Thunderbird School of Global Management 2009 — 2010
MBA, Global Management
Instituto Tecnológico y de Estudios Superiores de Monterrey 2000 — 2005
International Business, International Business
Groupe Ecole supérieure de Commerce et de Management 2003 — 2004
MBA, Global Management
Trilogy Financial Services August 2011 - Present
National Council of Science and Technology, Mexico June 2010 - August 2010
Sistemas Integrales de Administración December 2004 - August 2009
Mexican Mission for World Trade Organization March 2006 - July 2006
Organization of American States June 2004 - August 2004
Education
Thunderbird School of Global Management 2009 — 2010
MBA, Global Management
Instituto Tecnológico y de Estudios Superiores de Monterrey 2000 — 2005
International Business, International Business
Groupe Ecole supérieure de Commerce et de Management 2003 — 2004
MBA, Global Management
Dusan Vukojevic, MBA Dusan Vukojevic, MBA's Trilogy Financial Services Experience November 2009 - May 2010
Job Financial Analyst at Ashford University
Industry Education Management
Experience
Ashford University January 2015 - Present
Ashford University January 2012 - December 2014
Ashford University June 2010 - December 2011
Trilogy Financial Services November 2009 - May 2010
Alliant International University January 2009 - October 2009
Alliant International University September 2008 - October 2009
Bank of America August 2007 - May 2008
Skills
PowerPoint, Financial Analysis, Accounting, Research, Microsoft Excel, Finance, Accounts Receivable, Marketing, Analysis, Leadership, Microsoft Word, Training, Budgets, Outlook, Data Analysis
Education
Alliant International University-San Diego Scripps Ranch 2008 — 2009
Masters International Business Administration, Finance, 3.85
Roberts Wesleyan College 2004 — 2007
Bachelor of Science, Business Administration, 3.82
Ashford University January 2015 - Present
Ashford University January 2012 - December 2014
Ashford University June 2010 - December 2011
Trilogy Financial Services November 2009 - May 2010
Alliant International University January 2009 - October 2009
Alliant International University September 2008 - October 2009
Bank of America August 2007 - May 2008
Skills
PowerPoint, Financial Analysis, Accounting, Research, Microsoft Excel, Finance, Accounts Receivable, Marketing, Analysis, Leadership, Microsoft Word, Training, Budgets, Outlook, Data Analysis
Education
Alliant International University-San Diego Scripps Ranch 2008 — 2009
Masters International Business Administration, Finance, 3.85
Roberts Wesleyan College 2004 — 2007
Bachelor of Science, Business Administration, 3.82
Megan Larché Megan Larché's Trilogy Financial Services Experience August 2004 - November 2004
Job Manager, Business Process Implementation at IntelePeer
Industry Telecommunications
Experience
IntelePeer, Inc. October 2010 - Present
Visa May 2010 - October 2010
Weyerhaeuser Realty Investors May 2007 - August 2009
Fremont Investment & Loan July 2005 - May 2007
Fremont Investment & Loan December 2004 - June 2005
Trilogy Financial Services August 2004 - November 2004
Skills
Financial Modeling, Asset Management, Analysis, Finance, Financial Analysis, Valuation, Project Management, Process Improvement, Leadership, Executive Management, Investments, Banking
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2010
MBA, Business Administration and Management, General
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2005
BA, Finance
California State University-Fullerton 1997 — 2002
BA, Communications
IntelePeer, Inc. October 2010 - Present
Visa May 2010 - October 2010
Weyerhaeuser Realty Investors May 2007 - August 2009
Fremont Investment & Loan July 2005 - May 2007
Fremont Investment & Loan December 2004 - June 2005
Trilogy Financial Services August 2004 - November 2004
Skills
Financial Modeling, Asset Management, Analysis, Finance, Financial Analysis, Valuation, Project Management, Process Improvement, Leadership, Executive Management, Investments, Banking
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2010
MBA, Business Administration and Management, General
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2005
BA, Finance
California State University-Fullerton 1997 — 2002
BA, Communications
Lisa (DYNAMIC SELF-ACTUATED INSURANCE EXPERT) Brugman Lisa (DYNAMIC SELF-ACTUATED INSURANCE EXPERT) Brugman's Trilogy Financial Services Experience January 2000 - March 2007
Job Unit Field Trainer at Bankers Life and Casualty Company
Industry Insurance
Experience
Bankers Life and Casualty Company April 2013 - Present
Blue Coast/ AWM, Inc. March 2010 - February 2013
New York Life Insurance Company June 2009 - March 2010
Advisors Wealth Management, Inc. March 2007 - January 2010
Colonial Supplemental Insurance 2002 - 2009
Trilogy Financial Services January 2000 - March 2007
Aflac 2000 - 2002
Enterprise Rent-A-Car/ ELCO Liability Administration June 1994 - January 2000
Skills
Series 7, Retirement Planning, Leadership, Strategic Planning, Communicative Skills, Proficient Analysis, Adept Professionalism, Portfolio Management, Integrity, Credibility, Persistency, Consistency, Investigative Acumen, Team-oriented, Exceptional mentor &..., Trainers, Investment Strategies, Retirement, Estate Planning, Financial Advisory, Business Strategy, Securities, Mutual Funds, Wealth Management, Investments, Benefits Administration, Interpersonal..., 401k, Fixed Annuities, Term Life Insurance, Insurance, Series 24, Disability Insurance, Risk Management, IRAs, Life Insurance, Employee Benefits, Long-term Care, Finance, Interpersonal..., Health Insurance, Sales, Team Building, Marketing, Customer Service, Whole Life, Training
Education
John Paul Catholic University 2012 — 2015
Master of Business Administration (M.B.A.), Administration & Marketing, 3.93 GPA
California State University-Fullerton - College of Business and Economics 1989 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Bankers Life and Casualty Company April 2013 - Present
Blue Coast/ AWM, Inc. March 2010 - February 2013
New York Life Insurance Company June 2009 - March 2010
Advisors Wealth Management, Inc. March 2007 - January 2010
Colonial Supplemental Insurance 2002 - 2009
Trilogy Financial Services January 2000 - March 2007
Aflac 2000 - 2002
Enterprise Rent-A-Car/ ELCO Liability Administration June 1994 - January 2000
Skills
Series 7, Retirement Planning, Leadership, Strategic Planning, Communicative Skills, Proficient Analysis, Adept Professionalism, Portfolio Management, Integrity, Credibility, Persistency, Consistency, Investigative Acumen, Team-oriented, Exceptional mentor &..., Trainers, Investment Strategies, Retirement, Estate Planning, Financial Advisory, Business Strategy, Securities, Mutual Funds, Wealth Management, Investments, Benefits Administration, Interpersonal..., 401k, Fixed Annuities, Term Life Insurance, Insurance, Series 24, Disability Insurance, Risk Management, IRAs, Life Insurance, Employee Benefits, Long-term Care, Finance, Interpersonal..., Health Insurance, Sales, Team Building, Marketing, Customer Service, Whole Life, Training
Education
John Paul Catholic University 2012 — 2015
Master of Business Administration (M.B.A.), Administration & Marketing, 3.93 GPA
California State University-Fullerton - College of Business and Economics 1989 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Tiana Smith (Richardson), MBA's Trilogy Financial Services Experience December 2008 - June 2009
Job Project Manager/ Problem Solver
Industry Marketing and Advertising
Experience
Cosmetic Manufactuer August 2015 - Present
Natural Alternatives International May 2013 - August 2015
The Men's Wearhouse, Inc June 2008 - May 2014
UniversalGiving June 2011 - August 2011
Trilogy Financial Services December 2008 - June 2009
Skills
Social Media, Customer Service, PowerPoint, Sales, Sales Promotion, Customer Satisfaction, Marketing, Marketing Strategy, Market Research, Social Networking, Account Management, Presentation Development, Networking, Microsoft Office, Salesforce.com
Education
San Francisco State University 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
San Diego State University-California State University 2004 — 2008
Bachelor of Science (B.S.), Integrated Marketing Communications
Cosmetic Manufactuer August 2015 - Present
Natural Alternatives International May 2013 - August 2015
The Men's Wearhouse, Inc June 2008 - May 2014
UniversalGiving June 2011 - August 2011
Trilogy Financial Services December 2008 - June 2009
Skills
Social Media, Customer Service, PowerPoint, Sales, Sales Promotion, Customer Satisfaction, Marketing, Marketing Strategy, Market Research, Social Networking, Account Management, Presentation Development, Networking, Microsoft Office, Salesforce.com
Education
San Francisco State University 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
San Diego State University-California State University 2004 — 2008
Bachelor of Science (B.S.), Integrated Marketing Communications
Louis Donato Louis Donato's Trilogy Financial Services Experience September 2012 - September 2014
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC December 2014 - Present
Trilogy Financial Services September 2012 - September 2014
Morgan Stanley Investment Management December 2007 - April 2009
Morgan Stanley Smith Barney 1986 - 1992
Skills
Life Insurance..., 401k Rollovers, IRA Rollovers, Lifetime Income..., Business Insurance..., Retirement Planning, Estate Planning, Wealth Preservation..., Gifting Strategies
Education
CUNY Bronx Community College 1980 — 1984
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC December 2014 - Present
Trilogy Financial Services September 2012 - September 2014
Morgan Stanley Investment Management December 2007 - April 2009
Morgan Stanley Smith Barney 1986 - 1992
Skills
Life Insurance..., 401k Rollovers, IRA Rollovers, Lifetime Income..., Business Insurance..., Retirement Planning, Estate Planning, Wealth Preservation..., Gifting Strategies
Education
CUNY Bronx Community College 1980 — 1984
Maria (Alto) Harrison Maria (Alto) Harrison's Trilogy Financial Services Experience 2000 - 2004
Job Services Executive Supporting Organizations with Digital Communication Initiatives
Industry Information Technology and Services
Experience
Ricoh Americas Corporation July 2014 - Present
Tea Gallerie October 2010 - July 2014
The Usual 2009 - 2010
Rewards Network, Inc. July 2006 - March 2009
Amerikal Nutraceutical Corp. 2004 - 2006
Trilogy Financial Services 2000 - 2004
Skills
Event Planning, Restaurants, Catering, Social Media, New Business Development, Online Advertising, Advertising, Sales Management, Account Management, Marketing Strategy, Social Media Marketing, Food, B2B, Food Service, Email Marketing, Marketing, Negotiation, Retail, Small Business, Marketing Communications, Loan Origination, Customer Service, Salesforce.com, Start-ups, Sales, Business Development
Education
University of California, Irvine 1999 — 2003
Bachelor of Arts, International Studies
Università per Stranieri di Siena 2002 — 2002
Italian language and culture, Italian Language & Culture
Ricoh Americas Corporation July 2014 - Present
Tea Gallerie October 2010 - July 2014
The Usual 2009 - 2010
Rewards Network, Inc. July 2006 - March 2009
Amerikal Nutraceutical Corp. 2004 - 2006
Trilogy Financial Services 2000 - 2004
Skills
Event Planning, Restaurants, Catering, Social Media, New Business Development, Online Advertising, Advertising, Sales Management, Account Management, Marketing Strategy, Social Media Marketing, Food, B2B, Food Service, Email Marketing, Marketing, Negotiation, Retail, Small Business, Marketing Communications, Loan Origination, Customer Service, Salesforce.com, Start-ups, Sales, Business Development
Education
University of California, Irvine 1999 — 2003
Bachelor of Arts, International Studies
Università per Stranieri di Siena 2002 — 2002
Italian language and culture, Italian Language & Culture
Blaise Casado's Trilogy Financial Services Experience March 2012 - April 2013
Job Team Lead
Industry Real Estate
Experience
Anyone Home Inc April 2015 - Present
Robles Video Production January 2012 - Present
Story Realtors August 2014 - March 2015
Zillow April 2013 - July 2014
Trilogy Financial Services March 2012 - April 2013
Arthur Murray Dance Studio August 2009 - October 2011
24 Hour Fitness September 2006 - July 2009
Wild Rivers Water Park 2001 - 2003
Skills
Cold Calling, Sales Process, Lead Generation, Direct Sales, Salesforce.com, SaaS, B2B, Advertising Sales, SEM, Online Advertising, Selling, Sales Presentations, Customer Acquisition, Online Marketing, Strategic Partnerships, Sales, Customer Service, Social Media Marketing, Management, Marketing, Marketing Strategy
Education
Orange Coast College 2014 — 2016
Associate's degree, Counselor Education/School Counseling and Guidance Services
El Toro High School 2002 — 2006
Diploma, General Education
Anyone Home Inc April 2015 - Present
Robles Video Production January 2012 - Present
Story Realtors August 2014 - March 2015
Zillow April 2013 - July 2014
Trilogy Financial Services March 2012 - April 2013
Arthur Murray Dance Studio August 2009 - October 2011
24 Hour Fitness September 2006 - July 2009
Wild Rivers Water Park 2001 - 2003
Skills
Cold Calling, Sales Process, Lead Generation, Direct Sales, Salesforce.com, SaaS, B2B, Advertising Sales, SEM, Online Advertising, Selling, Sales Presentations, Customer Acquisition, Online Marketing, Strategic Partnerships, Sales, Customer Service, Social Media Marketing, Management, Marketing, Marketing Strategy
Education
Orange Coast College 2014 — 2016
Associate's degree, Counselor Education/School Counseling and Guidance Services
El Toro High School 2002 — 2006
Diploma, General Education
Alfreda Anderson's Trilogy Financial Services Experience December 2011 - December 2014
Job Financial Representative at Western & Southern Life
Industry Financial Services
Experience
Western & Southern Financial Group February 2015 - Present
Trilogy Financial Services December 2011 - December 2014
Golden Cashflow Solutions, Inc. February 2002 - December 2011
Arrowhead General Insurance May 1995 - July 2000
Foreclosure Counseling Agency January 1993 - January 2000
Education
San Diego State University-California State University
BS, Finance
Southwestern College
AA, Accounting
Western & Southern Financial Group February 2015 - Present
Trilogy Financial Services December 2011 - December 2014
Golden Cashflow Solutions, Inc. February 2002 - December 2011
Arrowhead General Insurance May 1995 - July 2000
Foreclosure Counseling Agency January 1993 - January 2000
Education
San Diego State University-California State University
BS, Finance
Southwestern College
AA, Accounting
Sarah (Hobbs) Dandeneau's Trilogy Financial Services Experience November 2012 - February 2013
Job
Industry Staffing and Recruiting
Michael Fibiger's Trilogy Financial Services Experience April 2013 - Present
Job Investment Advisor at Trilogy Financial Services
Industry Public Relations and Communications
Experience
Trilogy Financial Services April 2013 - Present
Austin Hauck August 2012 - April 2013
KR Sports May 2012 - August 2012
Runners Roost July 2010 - May 2012
Denver Physical Therapy September 2008 - June 2010
Colorado Athletic Club June 2008 - October 2008
Destination Hotels and Resorts May 2007 - April 2008
Michigan State University August 2004 - May 2007
Skills
Microsoft Excel, Microsoft Word, Series 6, Teamwork, Supervisory Skills, Microsoft Office, Customer Service, Budgets, Social Media Marketing, Strategic Planning
Education
University of Colorado at Denver 2010 — 2013
M.S, Marketing Emphasis on Brand Management and Marketing Communications
Michigan State University 2003 — 2007
B.S, Kinesiology and Exercise Science
H.H. Dow High School
Trilogy Financial Services April 2013 - Present
Austin Hauck August 2012 - April 2013
KR Sports May 2012 - August 2012
Runners Roost July 2010 - May 2012
Denver Physical Therapy September 2008 - June 2010
Colorado Athletic Club June 2008 - October 2008
Destination Hotels and Resorts May 2007 - April 2008
Michigan State University August 2004 - May 2007
Skills
Microsoft Excel, Microsoft Word, Series 6, Teamwork, Supervisory Skills, Microsoft Office, Customer Service, Budgets, Social Media Marketing, Strategic Planning
Education
University of Colorado at Denver 2010 — 2013
M.S, Marketing Emphasis on Brand Management and Marketing Communications
Michigan State University 2003 — 2007
B.S, Kinesiology and Exercise Science
H.H. Dow High School
Sharlet Nichols Sharlet Nichols's Trilogy Financial Services Experience May 2011 - June 2011
Job Mediation Specialist at Mitsubishi Motors
Industry Automotive
Experience
Mitsubishi Motors October 2011 - Present
Trilogy Financial Services May 2011 - June 2011
Chubb Insurance April 2006 - January 2009
Mitsubishi Motors Credit of America August 1988 - August 2005
Skills
Project Management, Finance, Process Improvement, Automotive, Microsoft Excel, Team Building, Forecasting, Customer Service, Coaching
Education
Cypress College
Certificate in Management, Management
Mitsubishi Motors October 2011 - Present
Trilogy Financial Services May 2011 - June 2011
Chubb Insurance April 2006 - January 2009
Mitsubishi Motors Credit of America August 1988 - August 2005
Skills
Project Management, Finance, Process Improvement, Automotive, Microsoft Excel, Team Building, Forecasting, Customer Service, Coaching
Education
Cypress College
Certificate in Management, Management
Tony Raygoza Tony Raygoza's Trilogy Financial Services Experience 2010 - Present
Job Vice President, Client Services at Trilogy Financial
Industry Financial Services
Experience
Trilogy Financial Services 2010 - Present
Education
Boston University
Certificate, Financial Planning
Cal Poly Pomona
Mt. San Antonio College
Associate of Science
Trilogy Financial Services 2010 - Present
Education
Boston University
Certificate, Financial Planning
Cal Poly Pomona
Mt. San Antonio College
Associate of Science
Shannon Carlson's Trilogy Financial Services Experience June 2002 - July 2003
Job Director of Talent Management at Financial Finesse
Industry Financial Services
Experience
Financial Finesse June 2014 - Present
Barclays Wealth and Investment Management, Americas November 2008 - June 2014
Cane Sweet Shop January 2009 - December 2013
AllianceBernstein April 2005 - November 2008
UBS Investment Bank August 2003 - April 2005
Trilogy Financial Services June 2002 - July 2003
Skills
Investments, Financial Modeling, Equities, Portfolio Management, Asset Management, Valuation, Hedge Funds, Fixed Income, Financial Analysis, Series 7, Alternative Investments, Bloomberg, Capital Markets, Investment Banking, Wealth Management, Asset Allocation, Corporate Finance, Private Equity, Investment Strategies, Securities, Talent Acquisition
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship
UCLA Extension 2006 — 2008
Certificate in Personal Financial Planning
Southern Methodist University - Cox School of Business 1998 — 2002
BBA, Finance and Psychology
Financial Finesse June 2014 - Present
Barclays Wealth and Investment Management, Americas November 2008 - June 2014
Cane Sweet Shop January 2009 - December 2013
AllianceBernstein April 2005 - November 2008
UBS Investment Bank August 2003 - April 2005
Trilogy Financial Services June 2002 - July 2003
Skills
Investments, Financial Modeling, Equities, Portfolio Management, Asset Management, Valuation, Hedge Funds, Fixed Income, Financial Analysis, Series 7, Alternative Investments, Bloomberg, Capital Markets, Investment Banking, Wealth Management, Asset Allocation, Corporate Finance, Private Equity, Investment Strategies, Securities, Talent Acquisition
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship
UCLA Extension 2006 — 2008
Certificate in Personal Financial Planning
Southern Methodist University - Cox School of Business 1998 — 2002
BBA, Finance and Psychology
Saman Askari's Trilogy Financial Services Experience 2006 - 2008
Job Client Relations at Resilinc
Industry Computer Software
Experience
Resilinc Corporation January 2015 - Present
Intrigo Systems, Inc. November 2013 - January 2015
MIT Zaragoza International Logistics Program August 2012 - May 2013
State Street 2011 - 2011
John Hancock 2008 - 2009
WaMu Investments, Inc. January 2008 - August 2008
Trilogy Financial Services 2006 - 2008
Skills
Supply Chain Management, Management, Supply Chain, Logistics, Management Consulting, Data Analysis, Project Management, Process Improvement, Business Strategy, Supply Chain..., Analysis, Business Analysis, Microsoft Excel, Leadership, Microsoft Office, Team Leadership, Inventory Management, Demand Planning, Program Management, Business Process..., Teamwork, Operations Management, Finance, Sales, Strategy, Writing, Team Management, Forecasting, Sales Operations, Six Sigma, English, Communication, Presentations, Problem Solving, International Business..., Supply Chain Operations, Supply Chain Finance, Supply Chain Consulting, Start-ups
Education
MIT Zaragoza International Logistics Program 2012 — 2013
Master of Engineering (ZLOG), Logistics and Supply Chain Management
Northeastern University - D'Amore-McKim School of Business 2010 — 2012
Master of Business Administration (MBA), 3.83 out of 4.00
University of California, Irvine
Bachelor of Arts, Sociology
Resilinc Corporation January 2015 - Present
Intrigo Systems, Inc. November 2013 - January 2015
MIT Zaragoza International Logistics Program August 2012 - May 2013
State Street 2011 - 2011
John Hancock 2008 - 2009
WaMu Investments, Inc. January 2008 - August 2008
Trilogy Financial Services 2006 - 2008
Skills
Supply Chain Management, Management, Supply Chain, Logistics, Management Consulting, Data Analysis, Project Management, Process Improvement, Business Strategy, Supply Chain..., Analysis, Business Analysis, Microsoft Excel, Leadership, Microsoft Office, Team Leadership, Inventory Management, Demand Planning, Program Management, Business Process..., Teamwork, Operations Management, Finance, Sales, Strategy, Writing, Team Management, Forecasting, Sales Operations, Six Sigma, English, Communication, Presentations, Problem Solving, International Business..., Supply Chain Operations, Supply Chain Finance, Supply Chain Consulting, Start-ups
Education
MIT Zaragoza International Logistics Program 2012 — 2013
Master of Engineering (ZLOG), Logistics and Supply Chain Management
Northeastern University - D'Amore-McKim School of Business 2010 — 2012
Master of Business Administration (MBA), 3.83 out of 4.00
University of California, Irvine
Bachelor of Arts, Sociology
Ryan Koenig's Trilogy Financial Services Experience February 2012 - November 2013
Job Vice President
Industry Financial Services
Experience
Personal Capital November 2013 - Present
Trilogy Financial Services February 2012 - November 2013
Wells Fargo March 2009 - January 2012
Citi March 2008 - March 2009
Skills
Financial Planning, Estate Planning, Insurance Planning, Investment Banking, Financial Advisory, Securities, Mutual Funds, College Savings Plans, Retirement Planning, Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Investments, Loss Mitigation, Business Planning, Loans, Finance
Education
State University of New York College at Buffalo 2004 — 2008
Psychology, Cognitive Psychology
Corning-Painted Post West High School 1999 — 2002
Personal Capital November 2013 - Present
Trilogy Financial Services February 2012 - November 2013
Wells Fargo March 2009 - January 2012
Citi March 2008 - March 2009
Skills
Financial Planning, Estate Planning, Insurance Planning, Investment Banking, Financial Advisory, Securities, Mutual Funds, College Savings Plans, Retirement Planning, Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Investments, Loss Mitigation, Business Planning, Loans, Finance
Education
State University of New York College at Buffalo 2004 — 2008
Psychology, Cognitive Psychology
Corning-Painted Post West High School 1999 — 2002
Stephanie Machowski Stephanie Machowski's Trilogy Financial Services Experience January 2008 - September 2008
Job Owner at Iconic Automotive
Industry Automotive
Experience
Iconic Automotive May 2015 - Present
Citywide Auto Care October 2014 - April 2015
Classic Industries Inc. February 2013 - October 2014
RAJ Manufacturing LLC / SwimSpot July 2010 - July 2012
Lucky Strike Lanes February 2009 - October 2009
Trilogy Financial Services January 2008 - September 2008
Tustin Toyota April 2007 - October 2007
Tustin Acura January 2007 - September 2007
Skills
Merchandising, Visual Merchandising, Customer Service, Inventory Management, Customer Satisfaction, SEO copywriting, Microsoft Excel, Sales Management, Purchasing, Product Transfer, Inventory Analysis, SEO, Excel, Online Merchandising, Shipping/receiving, Staff Training, Store Management, Store Layout, Store Fixtures, Product Knowledge, Product Testing, Social Media Marketing, Marketing, Proficient Typing Skills, Automotive, Administrative..., Motorsports, Microsoft Office, Billing Systems, Data Analysis, Supplies, Copy Editing, Website Copy, Stored Procedures, New Store Development, Grand Openings, Non-profit Events, Automotive Restoration, Management, Team Building, Marketing Strategy, Sales, Retail
Education
Santiago Canyon College 2007 — 2009
Associate of Arts (AA), General Studies
Cal State Fullerton 2006 — 2007
Associate of Arts (AA)
Iconic Automotive May 2015 - Present
Citywide Auto Care October 2014 - April 2015
Classic Industries Inc. February 2013 - October 2014
RAJ Manufacturing LLC / SwimSpot July 2010 - July 2012
Lucky Strike Lanes February 2009 - October 2009
Trilogy Financial Services January 2008 - September 2008
Tustin Toyota April 2007 - October 2007
Tustin Acura January 2007 - September 2007
Skills
Merchandising, Visual Merchandising, Customer Service, Inventory Management, Customer Satisfaction, SEO copywriting, Microsoft Excel, Sales Management, Purchasing, Product Transfer, Inventory Analysis, SEO, Excel, Online Merchandising, Shipping/receiving, Staff Training, Store Management, Store Layout, Store Fixtures, Product Knowledge, Product Testing, Social Media Marketing, Marketing, Proficient Typing Skills, Automotive, Administrative..., Motorsports, Microsoft Office, Billing Systems, Data Analysis, Supplies, Copy Editing, Website Copy, Stored Procedures, New Store Development, Grand Openings, Non-profit Events, Automotive Restoration, Management, Team Building, Marketing Strategy, Sales, Retail
Education
Santiago Canyon College 2007 — 2009
Associate of Arts (AA), General Studies
Cal State Fullerton 2006 — 2007
Associate of Arts (AA)
Jonathan Cassell's Trilogy Financial Services Experience December 2013 - November 2014
Job Solutions Architect at Verismic Software, Inc.
Industry Information Technology and Services
Experience
Verismic Software October 2014 - Present
Trilogy Financial Services December 2013 - November 2014
Kinsman & Kinsman, CPAs March 2005 - December 2013
Laguna Beach Chamber of Commerce July 2013 - November 2013
Veytia Group September 2010 - May 2013
NeutraTech February 2010 - August 2012
California State University, Fullerton February 2011 - August 2011
Lands' End September 2007 - April 2008
Circuit City August 2006 - January 2007
Skills
Windows Server, Web Design, Team Leadership, Social Networking, Facebook, Customer Service, Project Management, Information Management, Web Development, Microsoft Office, CSS, Leadership, Computer Information..., Marketing Strategy, Microsoft SQL Server, Microsoft Azure, Pre/Post Sales Engineers, Solutions Marketing, Database Design, C#, Process Improvement, Network Programming, Proficient Typing Skills, Windows, Web Content Management, Visual Studio, HTML, SDLC, IT Outsourcing, IT Hardware Support, ASP.NET AJAX, IIS, MPLS, VoIP, Open Source Software, VMware ESX, Becrypt, Disk Encryption, Linux System..., PHP Frameworks, ASP.NET, Marketing Analytics, Regression Analysis, Data Mining, Cisco Technologies, Pre-Sales Consulting, SQL Azure, Cloud Applications, SaaS, Management
Education
California State University-Fullerton 2010 — 2013
Bachelor's Degree, Information Technology
Irvine Valley College 2008 — 2010
Associate's, Business Administration
Verismic Software October 2014 - Present
Trilogy Financial Services December 2013 - November 2014
Kinsman & Kinsman, CPAs March 2005 - December 2013
Laguna Beach Chamber of Commerce July 2013 - November 2013
Veytia Group September 2010 - May 2013
NeutraTech February 2010 - August 2012
California State University, Fullerton February 2011 - August 2011
Lands' End September 2007 - April 2008
Circuit City August 2006 - January 2007
Skills
Windows Server, Web Design, Team Leadership, Social Networking, Facebook, Customer Service, Project Management, Information Management, Web Development, Microsoft Office, CSS, Leadership, Computer Information..., Marketing Strategy, Microsoft SQL Server, Microsoft Azure, Pre/Post Sales Engineers, Solutions Marketing, Database Design, C#, Process Improvement, Network Programming, Proficient Typing Skills, Windows, Web Content Management, Visual Studio, HTML, SDLC, IT Outsourcing, IT Hardware Support, ASP.NET AJAX, IIS, MPLS, VoIP, Open Source Software, VMware ESX, Becrypt, Disk Encryption, Linux System..., PHP Frameworks, ASP.NET, Marketing Analytics, Regression Analysis, Data Mining, Cisco Technologies, Pre-Sales Consulting, SQL Azure, Cloud Applications, SaaS, Management
Education
California State University-Fullerton 2010 — 2013
Bachelor's Degree, Information Technology
Irvine Valley College 2008 — 2010
Associate's, Business Administration
James Richter's Trilogy Financial Services Experience April 2013 - July 2014
Job Engineering Recruitment Consultant at Opus Career Management
Industry Staffing and Recruiting
Experience
Opus Career Management September 2014 - Present
Trilogy Financial Services April 2013 - July 2014
Insphere Insurance Solutions February 2012 - May 2013
The Home Depot September 2009 - June 2012
Home Depot April 2007 - September 2009
Home Depot April 2007 - September 2009
GameStop October 2006 - January 2007
Window Concepts April 2006 - September 2006
Richter Construction April 2001 - September 2005
Skills
Sales, Customer Service, Customer Satisfaction, Recruiting, Staffing Services, Business Strategy, Merchandising, Retail, Inventory Management, Sales Management, Marketing Strategy, Insurance, Project Planning, Planning, Health Benefits..., Financial Analysis, Communication, Group Insurance, Insurance Training, Management
Education
Brown College 2006 — 2009
BS, Game Design
University of Minnesota-Twin Cities 2005 — 2006
Architecture
Opus Career Management September 2014 - Present
Trilogy Financial Services April 2013 - July 2014
Insphere Insurance Solutions February 2012 - May 2013
The Home Depot September 2009 - June 2012
Home Depot April 2007 - September 2009
Home Depot April 2007 - September 2009
GameStop October 2006 - January 2007
Window Concepts April 2006 - September 2006
Richter Construction April 2001 - September 2005
Skills
Sales, Customer Service, Customer Satisfaction, Recruiting, Staffing Services, Business Strategy, Merchandising, Retail, Inventory Management, Sales Management, Marketing Strategy, Insurance, Project Planning, Planning, Health Benefits..., Financial Analysis, Communication, Group Insurance, Insurance Training, Management
Education
Brown College 2006 — 2009
BS, Game Design
University of Minnesota-Twin Cities 2005 — 2006
Architecture
Daryl Wiser's Trilogy Financial Services Experience July 2005 - January 2013
Job Associate Project Manager at Great American Custom Insurance Services
Industry Management Consulting
Experience
Great American Custom Insurance Services October 2013 - Present
Trilogy Financial Services July 2005 - January 2013
Trilogy Financial Services March 2006 - September 2010
Skills
Project Management, Business Analysis, Creative Solutions, System Design, Marketing Strategy, Financial Advisory, Microsoft Excel, Statistics, Comprehensive Planning, Presentations, Organizational Behavior, Communication Skills, Close Attention to..., Building Effective..., Manage Complex Projects, Compliance, Strategic Planning, Data Analysis, Team Building, Leadership, Process Improvement, Eagle Scout, CRM, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General - Concentration in Organizational Behavior
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelors of Science, Business Administration, Business Administration
Great American Custom Insurance Services October 2013 - Present
Trilogy Financial Services July 2005 - January 2013
Trilogy Financial Services March 2006 - September 2010
Skills
Project Management, Business Analysis, Creative Solutions, System Design, Marketing Strategy, Financial Advisory, Microsoft Excel, Statistics, Comprehensive Planning, Presentations, Organizational Behavior, Communication Skills, Close Attention to..., Building Effective..., Manage Complex Projects, Compliance, Strategic Planning, Data Analysis, Team Building, Leadership, Process Improvement, Eagle Scout, CRM, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General - Concentration in Organizational Behavior
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelors of Science, Business Administration, Business Administration
Jeffrey Hackbarth, CFP® Jeffrey Hackbarth, CFP®'s Trilogy Financial Services Experience June 2013 - Present
Job Senior Vice President of Client Services
Industry Financial Services
Experience
Trilogy Financial Services June 2013 - Present
Trilogy Financial Services January 2008 - Present
National Planning Corporation (NPC) January 2008 - Present
Target April 2005 - December 2007
Skills
Investments, Retirement, Tax, Strategic Financial..., Estate Planning, Wealth Management, Retirement Planning
Education
College for Financial Planning 2011 — 2013
Certified Financial Planner
Loyola Marymount University 1994 — 1997
BA
St. Augustine High School 1990 — 1994
Trilogy Financial Services June 2013 - Present
Trilogy Financial Services January 2008 - Present
National Planning Corporation (NPC) January 2008 - Present
Target April 2005 - December 2007
Skills
Investments, Retirement, Tax, Strategic Financial..., Estate Planning, Wealth Management, Retirement Planning
Education
College for Financial Planning 2011 — 2013
Certified Financial Planner
Loyola Marymount University 1994 — 1997
BA
St. Augustine High School 1990 — 1994
Franklin Lara Franklin Lara's Trilogy Financial Services Experience May 2009 - July 2013
Job Vice President, Investments at Peak Financial, Inc.
Industry Financial Services
Experience
Peak Financial, Inc. July 2013 - Present
Trilogy Financial Services May 2009 - July 2013
Wells Fargo September 2006 - November 2008
Skills
Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Retirement, Mutual Funds, Investments, Series 63, Investment Advisory, Financial Advisory, Fixed Annuities, Asset Allocation, Finance, Financial Services, Securities, Financial Planning
Education
California State University-Los Angeles 2003 — 2006
Bachelor's Degree, Mathematics
Peak Financial, Inc. July 2013 - Present
Trilogy Financial Services May 2009 - July 2013
Wells Fargo September 2006 - November 2008
Skills
Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Retirement, Mutual Funds, Investments, Series 63, Investment Advisory, Financial Advisory, Fixed Annuities, Asset Allocation, Finance, Financial Services, Securities, Financial Planning
Education
California State University-Los Angeles 2003 — 2006
Bachelor's Degree, Mathematics
Rudyard Schwed Rudyard Schwed's Trilogy Financial Services Experience June 2012 - October 2012
Job Graduate Student
Industry Higher Education
Experience
Trilogy Financial Services June 2012 - October 2012
Mirror Image Arts September 2011 - May 2012
Westwood College June 2010 - April 2011
Dalbey Education Institute February 2009 - December 2009
Pangea Organics October 2006 - August 2008
SEMS Foundation July 2005 - December 2006
University of Colorado at Boulder December 2003 - May 2004
Skills
Neuroscience, Neurophysiology, Neuropathology, Exercise Physiology, Sports Nutrition, Scientific Writing, Research Design, Educational Leadership, Adult Education, Exercise Instruction, Motor Learning, Human Physiology, Human Anatomy, Leadership, Data Analysis, Marketing, Strategic Planning, Microsoft Office, Program Management, Team Building, Non-profits, Strategic Financial..., Financial Analysis, Investments, Financial Modeling, Sales, Customer Service, Budgets, Process Improvement, Microsoft Excel, PowerPoint, Laboratory Safety, Laboratory Equipment, Qualitative Research, Quantitative Research, Clinical Research, Clinical Laboratory...
Education
Boise State University 2014 — 2016
Master of Science (M.Sc.), Kinesiology - Biophysical Studies, 4.0
University of Colorado Boulder 2001 — 2005
Bachelor of Arts, Kinesiology and Applied Physiology
University of Colorado Boulder 2001 — 2005
Bachelor of Arts, Psychology
Trilogy Financial Services June 2012 - October 2012
Mirror Image Arts September 2011 - May 2012
Westwood College June 2010 - April 2011
Dalbey Education Institute February 2009 - December 2009
Pangea Organics October 2006 - August 2008
SEMS Foundation July 2005 - December 2006
University of Colorado at Boulder December 2003 - May 2004
Skills
Neuroscience, Neurophysiology, Neuropathology, Exercise Physiology, Sports Nutrition, Scientific Writing, Research Design, Educational Leadership, Adult Education, Exercise Instruction, Motor Learning, Human Physiology, Human Anatomy, Leadership, Data Analysis, Marketing, Strategic Planning, Microsoft Office, Program Management, Team Building, Non-profits, Strategic Financial..., Financial Analysis, Investments, Financial Modeling, Sales, Customer Service, Budgets, Process Improvement, Microsoft Excel, PowerPoint, Laboratory Safety, Laboratory Equipment, Qualitative Research, Quantitative Research, Clinical Research, Clinical Laboratory...
Education
Boise State University 2014 — 2016
Master of Science (M.Sc.), Kinesiology - Biophysical Studies, 4.0
University of Colorado Boulder 2001 — 2005
Bachelor of Arts, Kinesiology and Applied Physiology
University of Colorado Boulder 2001 — 2005
Bachelor of Arts, Psychology
Edward Joseph's Trilogy Financial Services Experience 2005 - 2006
Job Technical Support Specialist
Industry Computer Software
Experience
Suntek Systems, INC. February 2011 - Present
AnaJet 2007 - 2010
Accelerated Funding Group 2006 - 2007
Trilogy Financial Services 2005 - 2006
Skills
PHP, Windows, HTML, C++, Technical Support, Customer Service, CSS, Troubleshooting, Sales, Linux, Photoshop, Illustrator, Product Management, SQL, Microsoft SQL Server, Visual Basic, Graphic Design, Product Development, Management
Education
California State University-Long Beach 2003 — 2005
Bachelor of Arts (B.A.), Communications
Suntek Systems, INC. February 2011 - Present
AnaJet 2007 - 2010
Accelerated Funding Group 2006 - 2007
Trilogy Financial Services 2005 - 2006
Skills
PHP, Windows, HTML, C++, Technical Support, Customer Service, CSS, Troubleshooting, Sales, Linux, Photoshop, Illustrator, Product Management, SQL, Microsoft SQL Server, Visual Basic, Graphic Design, Product Development, Management
Education
California State University-Long Beach 2003 — 2005
Bachelor of Arts (B.A.), Communications
Natasha Messinger Natasha Messinger's Trilogy Financial Services Experience February 2011 - May 2011
Job Nuclear Operator at US Navy
Industry Military
Experience
US Navy May 2012 - Present
Macy's August 2011 - May 2012
Trilogy Financial Services February 2011 - May 2011
Miami University October 2007 - December 2010
Greenbrier Luxory Resort May 2010 - August 2010
Target October 2005 - July 2006
Skills
Customer Satisfaction
Education
Miami University 2006 — 2010
BA, Psychology
US Navy May 2012 - Present
Macy's August 2011 - May 2012
Trilogy Financial Services February 2011 - May 2011
Miami University October 2007 - December 2010
Greenbrier Luxory Resort May 2010 - August 2010
Target October 2005 - July 2006
Skills
Customer Satisfaction
Education
Miami University 2006 — 2010
BA, Psychology
Evan Forte Evan Forte's Trilogy Financial Services Experience 2012 - 2012
Job Accountant with Johnson Machinery
Industry Accounting
Experience
Johnson Machinery October 2013 - Present
Alice Contreras Certified Public Accounting October 2012 - August 2013
Trilogy Financial Services 2012 - 2012
Radio Shack September 2010 - November 2011
Kelloggs Supply June 2003 - August 2008
Skills
QuickBooks, Microsoft Excel, Data Entry, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Customer Service, Research, Outlook, Financial Accounting, Accounts Payable, Teamwork, Access, Filing, Payroll, Public Speaking, Time Management, Teaching, Financial Analysis, Finance, General Ledger, Sales, Tax
Education
California Baptist University 2008 — 2010
Bachelor of Science, Accounting
Merced College 2004 — 2007
Associates, Business Administration
Johnson Machinery October 2013 - Present
Alice Contreras Certified Public Accounting October 2012 - August 2013
Trilogy Financial Services 2012 - 2012
Radio Shack September 2010 - November 2011
Kelloggs Supply June 2003 - August 2008
Skills
QuickBooks, Microsoft Excel, Data Entry, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Customer Service, Research, Outlook, Financial Accounting, Accounts Payable, Teamwork, Access, Filing, Payroll, Public Speaking, Time Management, Teaching, Financial Analysis, Finance, General Ledger, Sales, Tax
Education
California Baptist University 2008 — 2010
Bachelor of Science, Accounting
Merced College 2004 — 2007
Associates, Business Administration
Arunprasath Rajendran Arunprasath Rajendran's Trilogy Financial Services Experience January 2008 - June 2008
Job Arunprasath Rajendran is a Retail Analytics/Data Science Consultant
Industry Retail
Experience
TCS June 2010 - Present
UAE Exchange April 2009 - June 2009
Trilogy Financial Services January 2008 - June 2008
Skills
Business Analysis, Requirements Analysis, Pre-sales, Requirements Gathering, Software Project..., Business Intelligence, SDLC, Analytics, Oracle, Solution Architecture, Team Management, Java, Management Consulting, Business Analytics, ERP, Business Process Design, Business Process, IT Strategy, Oracle Applications, Java Enterprise Edition
Education
Indian Institute of Management, Bangalore 2008 — 2010
PGDM, Marketing & Strategy
Birla Institute of Technology and Science 2004 — 2008
BE Hons, Computer Science
TCS June 2010 - Present
UAE Exchange April 2009 - June 2009
Trilogy Financial Services January 2008 - June 2008
Skills
Business Analysis, Requirements Analysis, Pre-sales, Requirements Gathering, Software Project..., Business Intelligence, SDLC, Analytics, Oracle, Solution Architecture, Team Management, Java, Management Consulting, Business Analytics, ERP, Business Process Design, Business Process, IT Strategy, Oracle Applications, Java Enterprise Edition
Education
Indian Institute of Management, Bangalore 2008 — 2010
PGDM, Marketing & Strategy
Birla Institute of Technology and Science 2004 — 2008
BE Hons, Computer Science
Marc Failer Marc Failer's Trilogy Financial Services Experience 2003 - June 2004
Job Operations Manager at Savage Services
Industry Logistics and Supply Chain
Experience
Savage Services August 2013 - Present
XTRA Lease October 2006 - August 2013
XTRA Lease LLC March 2006 - October 2006
XTRA Lease LLC (A Berkshire Hathaway Company) July 2004 - March 2006
Trilogy Financial Services 2003 - June 2004
Skills
Operations Management, Management, Customer Service, Transportation, Logistics, Process Improvement, P&L Management, Analysis, Data Analysis, Account Management, P&L Responsibility, Strategy, Employee Training, Contract Management, Vendor Relations, Customer Relations, Problem Solving, Operating Expenses
Education
Fort Lewis College
Bachelor’s Degree
Regis University
Master of Business Administration (M.B.A.)
Savage Services August 2013 - Present
XTRA Lease October 2006 - August 2013
XTRA Lease LLC March 2006 - October 2006
XTRA Lease LLC (A Berkshire Hathaway Company) July 2004 - March 2006
Trilogy Financial Services 2003 - June 2004
Skills
Operations Management, Management, Customer Service, Transportation, Logistics, Process Improvement, P&L Management, Analysis, Data Analysis, Account Management, P&L Responsibility, Strategy, Employee Training, Contract Management, Vendor Relations, Customer Relations, Problem Solving, Operating Expenses
Education
Fort Lewis College
Bachelor’s Degree
Regis University
Master of Business Administration (M.B.A.)
Carl Womble clwomble@gmail.com Carl Womble clwomble@gmail.com's Trilogy Financial Services Experience January 2006 - June 2008
Job Home Depot Department Supervisor
Industry Consumer Services
Experience
Total Merchant Services January 2010 - January 2013
Associates Group of Companies July 2008 - December 2012
Trilogy Financial Services January 2006 - June 2008
Mobile Tool International 1984 - 2001
Motorcycle Parts Center North 1977 - 1983
Education
Regis University 2001 — 2007
BS, Business Administration
Total Merchant Services January 2010 - January 2013
Associates Group of Companies July 2008 - December 2012
Trilogy Financial Services January 2006 - June 2008
Mobile Tool International 1984 - 2001
Motorcycle Parts Center North 1977 - 1983
Education
Regis University 2001 — 2007
BS, Business Administration
Les McMullen's Trilogy Financial Services Experience August 2013 - Present
Job Vice President at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services August 2013 - Present
Trilogy Financial Services July 2007 - August 2013
Business and Dentistry February 2010 - June 2011
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Series 7, Retirement, Financial Advisory, Investment Advisory, Estate Planning, 401k, Fixed Annuities, Series 63, Financial Analysis, Asset Allocation
Education
The University of Texas at Austin 1990 — 1992
Trilogy Financial Services August 2013 - Present
Trilogy Financial Services July 2007 - August 2013
Business and Dentistry February 2010 - June 2011
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Series 7, Retirement, Financial Advisory, Investment Advisory, Estate Planning, 401k, Fixed Annuities, Series 63, Financial Analysis, Asset Allocation
Education
The University of Texas at Austin 1990 — 1992
Kathy Foss Kathy Foss's Trilogy Financial Services Experience June 2008 - January 2015
Job Promoter at LeVel.com
Industry Financial Services
Experience
Le-Vel.com November 2014 - Present
Trilogy Financial Services June 2008 - January 2015
Skills
Recruiting, Employee Benefits, Customer Service, Training, Employee Relations, Microsoft Office, Leadership, Cold Calling, Finance, Coaching, Microsoft Excel, Financial Analysis, 401k, Retirement, Sales
Education
Orange Coast College
Orange Coast College
Le-Vel.com November 2014 - Present
Trilogy Financial Services June 2008 - January 2015
Skills
Recruiting, Employee Benefits, Customer Service, Training, Employee Relations, Microsoft Office, Leadership, Cold Calling, Finance, Coaching, Microsoft Excel, Financial Analysis, 401k, Retirement, Sales
Education
Orange Coast College
Orange Coast College
Cameron Sikes's Trilogy Financial Services Experience 2014 - 2014
Job American Financial Network Advisory Services, LLC
Industry Financial Services
Experience
American Financial Network Advisory Services, LLC January 2015 - Present
Trilogy Financial Services 2014 - 2014
TelePacific Communications January 2012 - October 2013
Imeriti Inc. February 2010 - December 2011
The Pollakov Financial Group March 2009 - December 2009
Bankers Life and Casualty June 2008 - February 2009
SunTrust Mortgage May 2007 - August 2007
Skills
Insurance, Sales, Marketing, Life Insurance, Customer Retention, Financial Services, Strategic Financial..., Sales Management, Account Management, Retirement, Fixed Annuities, Marketing Strategy, Direct Sales, Sales Process, Sales Operations, Salesforce.com, Financial Planners, Call Centers, Cold Calling, B2B, Telecommunications, Strategic Partnerships, Solution Selling, CRM, Selling, Estate Planning, Sales Presentations, New Business Development, Strategic Planning, Lead Generation, SaaS, Business Development, Series 7, VoIP, Outside Sales, Hosted Services, Buy-sell Agreements, Unified Communications, Building Relationships, Customer Satisfaction, Product Marketing, Business Planning, Customer Acquisition, Networking, Contract Negotiation, Series 66, Captives, Conservation Easement, Family Office, Financial Planning
Education
Augustana College
Political Science
American Financial Network Advisory Services, LLC January 2015 - Present
Trilogy Financial Services 2014 - 2014
TelePacific Communications January 2012 - October 2013
Imeriti Inc. February 2010 - December 2011
The Pollakov Financial Group March 2009 - December 2009
Bankers Life and Casualty June 2008 - February 2009
SunTrust Mortgage May 2007 - August 2007
Skills
Insurance, Sales, Marketing, Life Insurance, Customer Retention, Financial Services, Strategic Financial..., Sales Management, Account Management, Retirement, Fixed Annuities, Marketing Strategy, Direct Sales, Sales Process, Sales Operations, Salesforce.com, Financial Planners, Call Centers, Cold Calling, B2B, Telecommunications, Strategic Partnerships, Solution Selling, CRM, Selling, Estate Planning, Sales Presentations, New Business Development, Strategic Planning, Lead Generation, SaaS, Business Development, Series 7, VoIP, Outside Sales, Hosted Services, Buy-sell Agreements, Unified Communications, Building Relationships, Customer Satisfaction, Product Marketing, Business Planning, Customer Acquisition, Networking, Contract Negotiation, Series 66, Captives, Conservation Easement, Family Office, Financial Planning
Education
Augustana College
Political Science
Lauren Kesel Lauren Kesel's Trilogy Financial Services Experience October 2003 - April 2012
Job Processing Supervisor at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services October 2003 - April 2012
Disneyland Resort June 2002 - September 2003
Skills
Customer Service, Outlook, Access, Microsoft Excel, Financial Advisory, Microsoft Office, Communication, Event Planning, Finance, Financial Analysis, Leadership, Management, Retirement Planning, Social Media, Strategic Planning, Team Building
Education
California State University-Bakersfield 2001 — 2003
Bachelor's Degree, Communication; public relations
Bakersfield College 1998 — 2001
Trilogy Financial Services October 2003 - April 2012
Disneyland Resort June 2002 - September 2003
Skills
Customer Service, Outlook, Access, Microsoft Excel, Financial Advisory, Microsoft Office, Communication, Event Planning, Finance, Financial Analysis, Leadership, Management, Retirement Planning, Social Media, Strategic Planning, Team Building
Education
California State University-Bakersfield 2001 — 2003
Bachelor's Degree, Communication; public relations
Bakersfield College 1998 — 2001
Dawn Bronson Dawn Bronson's Trilogy Financial Services Experience 2014 - Present
Job Financial Planner at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services 2014 - Present
Edward Jones July 2011 - 2014
Avion Energy October 2010 - July 2011
Ambit Energy September 2010 - January 2011
Wilmington Public Schools June 2007 - June 2009
Mystic Valley Regional Charter School September 2006 - June 2007
Medford Vocational Technical High School September 2004 - September 2006
Knight Children's Center June 2004 - August 2004
Woburn Public Schools September 2002 - June 2004
Sandstorm Enterprises July 2000 - June 2001
Skills
Public Speaking, Long Term Relationship..., Personal Financial..., Retirement Planning, Account Management, Presentations, Investments, Insurance, Asset Allocation, Securities, Series 7, Series 66, Retirement, 401k, Small Business, Fixed Annuities, Mutual Funds, Asset Management, Strategic Financial..., IRAs, Estate Planning, Portfolio Management, Life Insurance
Education
Binghamton University 1996 — 1997
MASS, Education & Human Development
State University of New York College at Geneseo 1986 — 1990
BS in Education, Special Education, Math & Psychology
Trilogy Financial Services 2014 - Present
Edward Jones July 2011 - 2014
Avion Energy October 2010 - July 2011
Ambit Energy September 2010 - January 2011
Wilmington Public Schools June 2007 - June 2009
Mystic Valley Regional Charter School September 2006 - June 2007
Medford Vocational Technical High School September 2004 - September 2006
Knight Children's Center June 2004 - August 2004
Woburn Public Schools September 2002 - June 2004
Sandstorm Enterprises July 2000 - June 2001
Skills
Public Speaking, Long Term Relationship..., Personal Financial..., Retirement Planning, Account Management, Presentations, Investments, Insurance, Asset Allocation, Securities, Series 7, Series 66, Retirement, 401k, Small Business, Fixed Annuities, Mutual Funds, Asset Management, Strategic Financial..., IRAs, Estate Planning, Portfolio Management, Life Insurance
Education
Binghamton University 1996 — 1997
MASS, Education & Human Development
State University of New York College at Geneseo 1986 — 1990
BS in Education, Special Education, Math & Psychology
Debra Stolz's Trilogy Financial Services Experience August 2013 - Present
Job Operations Assistant at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services August 2013 - Present
Debbie's Writing Services January 2012 - Present
Smart-Girl, Inc. August 2010 - January 2011
Community Resource Center June 2006 - August 2009
Resolution Trust Corporation January 1991 - January 1995
Federal Deposit Insurance Corporation - (FDIC) January 1985 - January 1991
Skills
Administration, Accounting, Quickbooks, Supervisory Skills, Reconciling, Government Liaison, Salesforce.com, Sage, Policy, Microsoft Office, Research, Team Building, Budgeting, Excel, Word, Accounts Payable, Customer Service, Accounts Receivable, General Ledger, Outlook, Editing, Proofreading, Copy Editing, Microsoft Excel, Budgets, Leadership, Social Media
Education
Metropolitan State College of Denver 2000 — 2005
Metropolitan State College of Denver
Bachelor of Arts Degree, English
Trilogy Financial Services August 2013 - Present
Debbie's Writing Services January 2012 - Present
Smart-Girl, Inc. August 2010 - January 2011
Community Resource Center June 2006 - August 2009
Resolution Trust Corporation January 1991 - January 1995
Federal Deposit Insurance Corporation - (FDIC) January 1985 - January 1991
Skills
Administration, Accounting, Quickbooks, Supervisory Skills, Reconciling, Government Liaison, Salesforce.com, Sage, Policy, Microsoft Office, Research, Team Building, Budgeting, Excel, Word, Accounts Payable, Customer Service, Accounts Receivable, General Ledger, Outlook, Editing, Proofreading, Copy Editing, Microsoft Excel, Budgets, Leadership, Social Media
Education
Metropolitan State College of Denver 2000 — 2005
Metropolitan State College of Denver
Bachelor of Arts Degree, English
Sara McNeil's Trilogy Financial Services Experience December 2011 - April 2013
Job HR at Alliance Funding Group
Industry Human Resources
Experience
Alliance Funding Group March 2013 - Present
Trilogy Financial Services December 2011 - April 2013
Joes Crab Shack February 2012 - October 2012
Buffalo Wild Wings April 2009 - January 2012
Assured Performance Network September 2011 - December 2011
Oakley International March 2008 - July 2008
Trade Secret July 2007 - March 2008
Macys March 2005 - April 2007
Skills
Human Resources, Recruiting, Screening Resumes, Interviewing Skills, Hiring Employees, Onboarding, Salesforce.com, Administrative..., Food & Beverage, Serving Others, Marketing Strategy, Lead Generation, Account Management, Inbound Lead Generation, Scheduling Management, Microsoft Operating..., Windows XP Pro, Aloha, Management, Waitressing, Cleaning, Organization, Cosmetics, Makeup Artistry, Hair Cutting, Hair Care, Cosmetology, Special Effects Makeup, Sales, Marketing, Networking
Education
Marinello School of Beauty 2008 — 2009
Certificate, Cosmetology
Marinello Schools of Beauty-Lake Forest 2008 — 2009
License, Cosmetology/Cosmetologist, General
Saddleback College 2006 — 2008
Associate's degree, General Studies
Saddleback College 2006 — 2008
Associates, General Studies
Capistrano Valley High School 2002 — 2006
Diploma, 3.6
Newhart
Alliance Funding Group March 2013 - Present
Trilogy Financial Services December 2011 - April 2013
Joes Crab Shack February 2012 - October 2012
Buffalo Wild Wings April 2009 - January 2012
Assured Performance Network September 2011 - December 2011
Oakley International March 2008 - July 2008
Trade Secret July 2007 - March 2008
Macys March 2005 - April 2007
Skills
Human Resources, Recruiting, Screening Resumes, Interviewing Skills, Hiring Employees, Onboarding, Salesforce.com, Administrative..., Food & Beverage, Serving Others, Marketing Strategy, Lead Generation, Account Management, Inbound Lead Generation, Scheduling Management, Microsoft Operating..., Windows XP Pro, Aloha, Management, Waitressing, Cleaning, Organization, Cosmetics, Makeup Artistry, Hair Cutting, Hair Care, Cosmetology, Special Effects Makeup, Sales, Marketing, Networking
Education
Marinello School of Beauty 2008 — 2009
Certificate, Cosmetology
Marinello Schools of Beauty-Lake Forest 2008 — 2009
License, Cosmetology/Cosmetologist, General
Saddleback College 2006 — 2008
Associate's degree, General Studies
Saddleback College 2006 — 2008
Associates, General Studies
Capistrano Valley High School 2002 — 2006
Diploma, 3.6
Newhart
John Samson's Trilogy Financial Services Experience February 2007 - Present
Job Investment Executive at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services February 2007 - Present
National Planning Corporation February 2007 - Present
Rollform Engineering September 2005 - July 2006
UCLA Anderson School of Management September 2005 - May 2006
Education
University of California, Los Angeles 2000 — 2005
B.S., Electrical Engineering
Trilogy Financial Services February 2007 - Present
National Planning Corporation February 2007 - Present
Rollform Engineering September 2005 - July 2006
UCLA Anderson School of Management September 2005 - May 2006
Education
University of California, Los Angeles 2000 — 2005
B.S., Electrical Engineering
Jason Merillat's Trilogy Financial Services Experience December 2010 - October 2012
Job
Industry Oil & Energy
Experience
GE Oil & Gas June 2014 - Present
Cameron October 2012 - June 2014
Trilogy Financial Services December 2010 - October 2012
Edward Jones August 2008 - January 2011
Stewart & Stevenson LLC March 2007 - March 2008
Cameron International Corporation July 2006 - March 2007
Cooper Compression November 2004 - March 2006
Cooper Compression February 2003 - November 2004
Cooper Compression July 2002 - February 2003
Skills
Six Sigma, Budgets, Forecasting, Project Management, Microsoft Office, Process Improvement, Energy, SAP, Microsoft Excel, Business Development, Training, Financial Analysis, Financial Modeling, Negotiation, MS Project, Program Management, Project Planning, Engineering, Petroleum, Automotive, Strategic Planning, Sales, Risk Management, Operations Management, Management, Leadership, Finance, Contract Negotiation, Contract Management, Business Planning, Analysis
Education
Regis University 2004 — 2006
MBA, Finance & Accounting
Michigan Technological University 1985 — 1990
BS, Electrical Engineering
GE Oil & Gas June 2014 - Present
Cameron October 2012 - June 2014
Trilogy Financial Services December 2010 - October 2012
Edward Jones August 2008 - January 2011
Stewart & Stevenson LLC March 2007 - March 2008
Cameron International Corporation July 2006 - March 2007
Cooper Compression November 2004 - March 2006
Cooper Compression February 2003 - November 2004
Cooper Compression July 2002 - February 2003
Skills
Six Sigma, Budgets, Forecasting, Project Management, Microsoft Office, Process Improvement, Energy, SAP, Microsoft Excel, Business Development, Training, Financial Analysis, Financial Modeling, Negotiation, MS Project, Program Management, Project Planning, Engineering, Petroleum, Automotive, Strategic Planning, Sales, Risk Management, Operations Management, Management, Leadership, Finance, Contract Negotiation, Contract Management, Business Planning, Analysis
Education
Regis University 2004 — 2006
MBA, Finance & Accounting
Michigan Technological University 1985 — 1990
BS, Electrical Engineering
Michael Lucidi, CFP, CLU's Trilogy Financial Services Experience December 1999 - November 2005
Job Sr. Case Design / Client Service Analyst at Cohn Financial Group
Industry Insurance
Experience
Cohn Financial Group May 2014 - Present
WealthPoint, LLC June 2011 - May 2014
Walker Financial, LLC November 2005 - June 2011
Trilogy Financial Services December 1999 - November 2005
Skills
Life Insurance, Term Life Insurance, Variable, Insurance, Project Planning, Strategic Financial..., Retirement Planning, Retirement, Fixed Annuities, Investments, Estate Planning, Disability Insurance, Wealth Management, Risk Management, Series 7, Strategic Planning, Employee Benefits, Long-term Care, Succession Planning, 401k, Public Speaking, New Business Development, Budgets
Education
The American College 2004 — 2006
CFP, CLU
University of Arizona 1994 — 1998
Bachelor of Science, Business Administration
Cohn Financial Group May 2014 - Present
WealthPoint, LLC June 2011 - May 2014
Walker Financial, LLC November 2005 - June 2011
Trilogy Financial Services December 1999 - November 2005
Skills
Life Insurance, Term Life Insurance, Variable, Insurance, Project Planning, Strategic Financial..., Retirement Planning, Retirement, Fixed Annuities, Investments, Estate Planning, Disability Insurance, Wealth Management, Risk Management, Series 7, Strategic Planning, Employee Benefits, Long-term Care, Succession Planning, 401k, Public Speaking, New Business Development, Budgets
Education
The American College 2004 — 2006
CFP, CLU
University of Arizona 1994 — 1998
Bachelor of Science, Business Administration
Diana Kliche's Trilogy Financial Services Experience October 2004 - Present
Job Attorney
Industry Law Practice
Experience
Diana Kliche January 2006 - Present
Trilogy Financial Services October 2004 - Present
Skills
Estate Planning, Litigation, Civil Litigation, Corporate Law, Insurance, Securities, Investments, Legal Research, Arbitration, Bankruptcy
Education
Loyola Law School, Loyola Marymount University 2004 — 2007
Juris Doctorate, Law
Occidental College 1996 — 2000
B.A., Psychology, Finance, Anthropology, History
Palmer 1992 — 1996
Diana Kliche January 2006 - Present
Trilogy Financial Services October 2004 - Present
Skills
Estate Planning, Litigation, Civil Litigation, Corporate Law, Insurance, Securities, Investments, Legal Research, Arbitration, Bankruptcy
Education
Loyola Law School, Loyola Marymount University 2004 — 2007
Juris Doctorate, Law
Occidental College 1996 — 2000
B.A., Psychology, Finance, Anthropology, History
Palmer 1992 — 1996
Chuck des Bordes's Trilogy Financial Services Experience 2002 - 2005
Job Regional Human Resources Consultant at W.O.R.L.D. Associates
Industry Human Resources
Experience
W.O.R.L.D. Associates October 2014 - Present
ConfidentVision March 2010 - September 2014
The Retirement Group May 2008 - October 2009
Reilly Financial Advisors 2007 - 2008
Independent Financial Group LLC April 2005 - August 2007
Bachrach & Associates 2007 - 2007
Trilogy Financial Services 2002 - 2005
Kforce Inc. 2000 - 2002
O'Neal Steel 1996 - 2000
United States Marine Corps 1989 - 1996
Skills
Investments, Retirement, Financial Services, Retirement Planning, Series 7, Strategic Financial..., Team Building, Insurance, Securities, Wealth Management, Investment Management, Sales, 401k, Long Term Care Insurance, Mutual Funds, Strategic Planning, Series 63, Employee Benefits, Small Business, Leadership, Alternative Investments, Portfolio Management, Risk Management, Asset Management, Estate Planning, Asset Allocation, Series 65, Wealth Management..., Term Life Insurance, Personal Finance, Process Improvement, Asset Managment, Finance, Fixed Annuities, Life Insurance, Investment Advisory, Investment Strategies, Financial Planners, Roth IRA, Financial Advisory, Series 6, Variable Annuities, Wealth, Long-term Care, Equities, Universal Life, IRAs, 401k Rollovers, Wealth Accumulation, Disability Insurance
Education
Texas A&M University 1985 — 1989
Bachelor of Science, Economics
Baton Rouge Magnet High School 1982 — 1985
Robert E Lee High School 1981 — 1982
W.O.R.L.D. Associates October 2014 - Present
ConfidentVision March 2010 - September 2014
The Retirement Group May 2008 - October 2009
Reilly Financial Advisors 2007 - 2008
Independent Financial Group LLC April 2005 - August 2007
Bachrach & Associates 2007 - 2007
Trilogy Financial Services 2002 - 2005
Kforce Inc. 2000 - 2002
O'Neal Steel 1996 - 2000
United States Marine Corps 1989 - 1996
Skills
Investments, Retirement, Financial Services, Retirement Planning, Series 7, Strategic Financial..., Team Building, Insurance, Securities, Wealth Management, Investment Management, Sales, 401k, Long Term Care Insurance, Mutual Funds, Strategic Planning, Series 63, Employee Benefits, Small Business, Leadership, Alternative Investments, Portfolio Management, Risk Management, Asset Management, Estate Planning, Asset Allocation, Series 65, Wealth Management..., Term Life Insurance, Personal Finance, Process Improvement, Asset Managment, Finance, Fixed Annuities, Life Insurance, Investment Advisory, Investment Strategies, Financial Planners, Roth IRA, Financial Advisory, Series 6, Variable Annuities, Wealth, Long-term Care, Equities, Universal Life, IRAs, 401k Rollovers, Wealth Accumulation, Disability Insurance
Education
Texas A&M University 1985 — 1989
Bachelor of Science, Economics
Baton Rouge Magnet High School 1982 — 1985
Robert E Lee High School 1981 — 1982
Michelle McCarthy Bless's Trilogy Financial Services Experience January 2001 - March 2003
Job Senior Investment Advisor at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group July 2012 - Present
LPL Financial July 2012 - Present
Retirement Strategies Group January 2009 - October 2012
Trilogy Financial Services January 2001 - March 2003
Skills
Disability Insurance, Retirement plans for..., Retirement, Long-term Care, Financial Planners, 401k, Retirement Planning, IRAs, Fixed Annuities, Pensions, Series 7, Employee Benefits, Investments, Mutual Funds, Asset Allocation, Series 63, Strategic Financial...
Education
Pomona College 1996 — 2000
BA, International Relations and French
Garrison Forest School 1992 — 1996
Retirement Benefits Group July 2012 - Present
LPL Financial July 2012 - Present
Retirement Strategies Group January 2009 - October 2012
Trilogy Financial Services January 2001 - March 2003
Skills
Disability Insurance, Retirement plans for..., Retirement, Long-term Care, Financial Planners, 401k, Retirement Planning, IRAs, Fixed Annuities, Pensions, Series 7, Employee Benefits, Investments, Mutual Funds, Asset Allocation, Series 63, Strategic Financial...
Education
Pomona College 1996 — 2000
BA, International Relations and French
Garrison Forest School 1992 — 1996
Niels Kasmann's Trilogy Financial Services Experience September 2008 - June 2009
Job Agent at Aflac
Industry Online Media
Experience
Aflac January 2011 - Present
Trilogy Financial Services September 2008 - June 2009
eForce Media, Inc. April 2007 - January 2008
CarsDirect.com 2000 - 2003
Skills
New Business Development, Sales Management, Account Management, Online Advertising, B2B, Lead Generation, Sales
Education
California State University-Northridge 1997 — 1999
CSUDH
Aflac January 2011 - Present
Trilogy Financial Services September 2008 - June 2009
eForce Media, Inc. April 2007 - January 2008
CarsDirect.com 2000 - 2003
Skills
New Business Development, Sales Management, Account Management, Online Advertising, B2B, Lead Generation, Sales
Education
California State University-Northridge 1997 — 1999
CSUDH
Cecilia Long's Trilogy Financial Services Experience Director of CreditNextel1997 - 2004
Job Sr. Investment Executive at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services Director of CreditNextel1997 - 2004
NEXTEL COMMUNICATIONS 1997 - 2004
Education
Regis University
Trilogy Financial Services Director of CreditNextel1997 - 2004
NEXTEL COMMUNICATIONS 1997 - 2004
Education
Regis University
Jeffrey Mansell's Trilogy Financial Services Experience April 2009 - May 2011
Job General Partner at Kodiak Capital Partners LP
Industry Investment Management
Experience
Kodiak Capital Partners LP June 2011 - Present
Trilogy Financial Services April 2009 - May 2011
US Census Bureau 2009 - 2009
Edward Jones May 2008 - 2009
Wells Fargo Bank June 2005 - September 2007
Costco Wholesale July 2001 - January 2005
Skills
Investments, Mutual Funds, Leadership, Financial Analysis
Education
Cerritos College 2006 — 2008
Kodiak Capital Partners LP June 2011 - Present
Trilogy Financial Services April 2009 - May 2011
US Census Bureau 2009 - 2009
Edward Jones May 2008 - 2009
Wells Fargo Bank June 2005 - September 2007
Costco Wholesale July 2001 - January 2005
Skills
Investments, Mutual Funds, Leadership, Financial Analysis
Education
Cerritos College 2006 — 2008
Henry Tu's Trilogy Financial Services Experience July 2011 - November 2011
Job Office Manager at Money Avenue, Inc.
Industry Financial Services
Experience
Money Avenue, Inc. October 2011 - Present
Trilogy Financial Services July 2011 - November 2011
Paramount Pictures August 2000 - March 2011
Warner Bros. Entertainment Group of Companies November 1999 - August 2000
Skills
Business Planning, Forecasting, Strategy, Financial Modeling, Financial Statements, Accounting, Corporate Finance, Budgets, Financial Reporting, Financial Analysis, Variance Analysis, Loans, Managerial Finance, Financial Planning, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
Lafayette College 1985 — 1990
Bachelor of Science (BS), Computer Science
Money Avenue, Inc. October 2011 - Present
Trilogy Financial Services July 2011 - November 2011
Paramount Pictures August 2000 - March 2011
Warner Bros. Entertainment Group of Companies November 1999 - August 2000
Skills
Business Planning, Forecasting, Strategy, Financial Modeling, Financial Statements, Accounting, Corporate Finance, Budgets, Financial Reporting, Financial Analysis, Variance Analysis, Loans, Managerial Finance, Financial Planning, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
Lafayette College 1985 — 1990
Bachelor of Science (BS), Computer Science
Tamara Leach's Trilogy Financial Services Experience January 2008 - Present
Job Investment Executive at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services January 2008 - Present
Education
San Diego State University-California State University 2005 — 2006
Trilogy Financial Services January 2008 - Present
Education
San Diego State University-California State University 2005 — 2006
Garrett Chan's Trilogy Financial Services Experience December 2011 - May 2012
Job Solutions Engineer at Verizon Wireless
Industry Research
Experience
Verizon Wireless May 2012 - Present
Trilogy Financial Services December 2011 - May 2012
Stanford University August 2009 - July 2011
Keynote Systems May 2011 - June 2011
Stanford University June 2007 - August 2009
Skills
Statistics, Programming, Simulation, Clinical Research, Marketing Research, User Experience, User Experience Design, User Experience Testing, Java, C++, MASM, IT Strategy, IT Solutions, Personal Finance, Investments, Data Analysis, SPSS, SAS, Private Mobile..., Private Networks, Cellular Communications, Mobile Devices, Mobile Device Management, Visio, Microsoft Excel, Microsoft Exchange, Microsoft Office, CRM, Blackberry Enterprise..., Blackberry OS, iOS, Cognitive Neuroscience, Research, Cognitive Science, Human Computer...
Education
Whitman College 2002 — 2007
BA, Psychology, Mathematics
Nov Bulgarski Universitet 2005 — 2005
Cognitive Science
Verizon Wireless May 2012 - Present
Trilogy Financial Services December 2011 - May 2012
Stanford University August 2009 - July 2011
Keynote Systems May 2011 - June 2011
Stanford University June 2007 - August 2009
Skills
Statistics, Programming, Simulation, Clinical Research, Marketing Research, User Experience, User Experience Design, User Experience Testing, Java, C++, MASM, IT Strategy, IT Solutions, Personal Finance, Investments, Data Analysis, SPSS, SAS, Private Mobile..., Private Networks, Cellular Communications, Mobile Devices, Mobile Device Management, Visio, Microsoft Excel, Microsoft Exchange, Microsoft Office, CRM, Blackberry Enterprise..., Blackberry OS, iOS, Cognitive Neuroscience, Research, Cognitive Science, Human Computer...
Education
Whitman College 2002 — 2007
BA, Psychology, Mathematics
Nov Bulgarski Universitet 2005 — 2005
Cognitive Science
Paul Sabins's Trilogy Financial Services Experience December 2000 - Present
Job Partner at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services December 2000 - Present
Skills
Retirement Planning, Wealth Management
Education
San Diego State University-California State University 1994 — 1997
B.S., Marketing
Trilogy Financial Services December 2000 - Present
Skills
Retirement Planning, Wealth Management
Education
San Diego State University-California State University 1994 — 1997
B.S., Marketing
Josh Hirsch's Trilogy Financial Services Experience June 2008 - August 2009
Job English Teacher at Mapleton Public Schools
Industry Primary/Secondary Education
Experience
Mapleton Public Schools August 2012 - Present
Academy High School at Skyview August 2012 - Present
Mapleton School District & Denver Public Schools January 2012 - May 2012
Mapleton School District August 2011 - December 2011
Trilogy Financial Services June 2008 - August 2009
Landmark Education August 2005 - December 2007
Skills
Public Speaking, Non-profits, Coaching, Teaching, Mentoring, Team Building, Education, Financial Planning, Social Sciences, American History, World History, Singing, Geography, Economics, Management, Personal Development, Classroom Management, Research, ESL, Curriculum Design, Leadership, Higher Education, Workshop Facilitation, Teacher Training, Program Development, Staff Development, Curriculum Development, Instructional Design, Leadership Development, Educational Leadership, Classroom, Lesson Planning, K-12, Tutoring, Training, Executive Coaching, Program Management, Career Counseling, Event Planning, Nonprofits
Education
Metropolitan State University of Denver 2010 — 2011
Bachelor of Arts (B.A.), History and Secondary Education
Front Range Community College 2009 — 2009
General Ed Courses
Gettysburg College 1994 — 1998
Bachelor of Arts (B.A.), Philosophy
Mapleton Public Schools August 2012 - Present
Academy High School at Skyview August 2012 - Present
Mapleton School District & Denver Public Schools January 2012 - May 2012
Mapleton School District August 2011 - December 2011
Trilogy Financial Services June 2008 - August 2009
Landmark Education August 2005 - December 2007
Skills
Public Speaking, Non-profits, Coaching, Teaching, Mentoring, Team Building, Education, Financial Planning, Social Sciences, American History, World History, Singing, Geography, Economics, Management, Personal Development, Classroom Management, Research, ESL, Curriculum Design, Leadership, Higher Education, Workshop Facilitation, Teacher Training, Program Development, Staff Development, Curriculum Development, Instructional Design, Leadership Development, Educational Leadership, Classroom, Lesson Planning, K-12, Tutoring, Training, Executive Coaching, Program Management, Career Counseling, Event Planning, Nonprofits
Education
Metropolitan State University of Denver 2010 — 2011
Bachelor of Arts (B.A.), History and Secondary Education
Front Range Community College 2009 — 2009
General Ed Courses
Gettysburg College 1994 — 1998
Bachelor of Arts (B.A.), Philosophy
Steve Colombel, CFP®'s Trilogy Financial Services Experience January 2008 - October 2008
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
Bank of the West October 2013 - September 2015
LPL Financial - North Island Credit Union May 2010 - October 2013
The Hartford November 2008 - May 2010
Century 21 United Brokers 2008 - 2009
Trilogy Financial Services January 2008 - October 2008
Tibro Realty and Prime Source Lending February 2005 - March 2008
Skills
Series 7, Series 63, Certified Financial..., French, CFP (R), Financial Advisory, Retirement, Investments, Retirement Planning, Variable Annuities, IRAs, 401k Rollovers, Series 65, Mutual Funds, 401k, Life Insurance, Wealth Accumulation, 529 Plans, Investment Strategies, Alternative Investments, Universal Life, Personal Financial..., Investment Advisory, Securities, Long Term Care Insurance, Investment Management, Wealth, Long-term Care, Term Life Insurance, Financial Services, Retirement Savings
Education
San Diego State University-California State University 2010 — 2012
Certificate, Executive Financial Planner Certificate Program
San Diego State University-California State University 2004 — 2006
B/A, Political Sciences
TIAA-CREF September 2015 - Present
Bank of the West October 2013 - September 2015
LPL Financial - North Island Credit Union May 2010 - October 2013
The Hartford November 2008 - May 2010
Century 21 United Brokers 2008 - 2009
Trilogy Financial Services January 2008 - October 2008
Tibro Realty and Prime Source Lending February 2005 - March 2008
Skills
Series 7, Series 63, Certified Financial..., French, CFP (R), Financial Advisory, Retirement, Investments, Retirement Planning, Variable Annuities, IRAs, 401k Rollovers, Series 65, Mutual Funds, 401k, Life Insurance, Wealth Accumulation, 529 Plans, Investment Strategies, Alternative Investments, Universal Life, Personal Financial..., Investment Advisory, Securities, Long Term Care Insurance, Investment Management, Wealth, Long-term Care, Term Life Insurance, Financial Services, Retirement Savings
Education
San Diego State University-California State University 2010 — 2012
Certificate, Executive Financial Planner Certificate Program
San Diego State University-California State University 2004 — 2006
B/A, Political Sciences
Jennifer Dreyfus's Trilogy Financial Services Experience September 2003 - March 2006
Job Operations Manager
Industry Medical Practice
Experience
Pacific Dental Services 2012 - Present
Comerica Bank May 1999 - June 2012
Trilogy Financial Services September 2003 - March 2006
Skills
Leadership, Banking, Training, Sales, Finance, Loans, Coaching, Investments, Customer Service, Team Building, Management, Financial Analysis, Commercial Lending, Risk Management, Customer Satisfaction, Commercial Banking, Retail, Customer Retention, Loan Origination, Sales Management, Financial Services, Microsoft Office, Retail Banking, Small Business Lending, Microsoft Word, PowerPoint, Budgets, Mortgage Lending, Microsoft Excel, Insurance, Consumer Lending, Team Leadership, Portfolio Management, New Business Development, Operations Management, Account Management, Business Strategy, Deposits, Business Planning, Branch Management, Business Analysis, Performance Management, Accounts Receivable, Building Relationships, Leadership Development, Teamwork, Relationship Management, Strategic Planning
Education
Northwood University 1996 — 2001
BBA, Banking, Finance and International Business
Pacific Dental Services 2012 - Present
Comerica Bank May 1999 - June 2012
Trilogy Financial Services September 2003 - March 2006
Skills
Leadership, Banking, Training, Sales, Finance, Loans, Coaching, Investments, Customer Service, Team Building, Management, Financial Analysis, Commercial Lending, Risk Management, Customer Satisfaction, Commercial Banking, Retail, Customer Retention, Loan Origination, Sales Management, Financial Services, Microsoft Office, Retail Banking, Small Business Lending, Microsoft Word, PowerPoint, Budgets, Mortgage Lending, Microsoft Excel, Insurance, Consumer Lending, Team Leadership, Portfolio Management, New Business Development, Operations Management, Account Management, Business Strategy, Deposits, Business Planning, Branch Management, Business Analysis, Performance Management, Accounts Receivable, Building Relationships, Leadership Development, Teamwork, Relationship Management, Strategic Planning
Education
Northwood University 1996 — 2001
BBA, Banking, Finance and International Business
Scott Alexander CFS's Trilogy Financial Services Experience June 2005 - June 2007
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors, LLC July 2008 - Present
Jackson National Life June 2007 - July 2008
Trilogy Financial Services June 2005 - June 2007
Skills
Series 6, Series 63, Series 7
Education
Southern Methodist University 2001 — 2005
BBA, Finance and Marketing
Jackson National Life Distributors, LLC July 2008 - Present
Jackson National Life June 2007 - July 2008
Trilogy Financial Services June 2005 - June 2007
Skills
Series 6, Series 63, Series 7
Education
Southern Methodist University 2001 — 2005
BBA, Finance and Marketing
Veronica Csiza's Trilogy Financial Services Experience July 2002 - September 2003
Job Owner/Hair Stylist at Shear Gratitude Salon
Industry Consumer Services
Experience
Shear Gratitude Salon September 2012 - Present
Cherry Bomb Hair Studio July 2007 - September 2012
LPL Financial 2002 - July 2011
Trilogy Financial Services July 2002 - September 2003
Skills
Series 63, Beauty Industry, Marketing, Fashion, Microsoft Excel, Salons, Hair Care, Cosmetics, Microsoft Office, Styling, Management
Education
Metropolitan State University of Denver 1999 — 2001
Finance, Business/Finance
Shear Gratitude Salon September 2012 - Present
Cherry Bomb Hair Studio July 2007 - September 2012
LPL Financial 2002 - July 2011
Trilogy Financial Services July 2002 - September 2003
Skills
Series 63, Beauty Industry, Marketing, Fashion, Microsoft Excel, Salons, Hair Care, Cosmetics, Microsoft Office, Styling, Management
Education
Metropolitan State University of Denver 1999 — 2001
Finance, Business/Finance
Brandi Frausto's Trilogy Financial Services Experience 2003 - 2005
Job Embarking on a new career in hospitality
Industry Hospitality
Experience
Law Offices of Bill Hom May 2012 - November 2013
Sprint Nextel January 2009 - August 2010
KB Home September 2005 - September 2006
Trilogy Financial Services 2003 - 2005
Skills
Customer Service, Microsoft Office, Payroll, Invoicing, Administrative..., Data Entry, Telephone Skills, Troubleshooting, Leadership, Administrative..., Microsoft Word, Social Media
Education
Pasadena City College 2014 — 2016
Hospitality Administration/Management
Pasadena City College 1992 — 1996
Early Childhood Education
Law Offices of Bill Hom May 2012 - November 2013
Sprint Nextel January 2009 - August 2010
KB Home September 2005 - September 2006
Trilogy Financial Services 2003 - 2005
Skills
Customer Service, Microsoft Office, Payroll, Invoicing, Administrative..., Data Entry, Telephone Skills, Troubleshooting, Leadership, Administrative..., Microsoft Word, Social Media
Education
Pasadena City College 2014 — 2016
Hospitality Administration/Management
Pasadena City College 1992 — 1996
Early Childhood Education
Natalie Dustman's Trilogy Financial Services Experience September 2008 - 2010
Job Owner at Proform
Industry Real Estate
Experience
Proform 2010 - Present
D2 RPM November 2010 - September 2011
Wealth Strategies Group 2009 - 2010
Trilogy Financial Services September 2008 - 2010
Greenomy March 2008 - 2009
National Outdoor Leadership School May 2006 - October 2007
Skills
Customer Service, Strategic Financial..., Public Speaking, Real Estate, Asset Managment, Team Building, Coaching, Non-profits, Small Business, Project Management, Investments, Valuation, Property Management, Strategic Planning, Investment Properties, Business Development, Asset Management, Social Media Marketing, Entrepreneurship, Nonprofits, Sales Management, Leadership
Education
University of Denver - Daniels College of Business 2006 — 2007
Masters, Real Estate and Construction Management, Real Estate Finance and Sustainable Development
University of California, Berkeley 2000 — 2004
BA - American Studies w/ focus in Business and Environmetal Studies, Business and Environmental Studies, Forestry Minor
Proform 2010 - Present
D2 RPM November 2010 - September 2011
Wealth Strategies Group 2009 - 2010
Trilogy Financial Services September 2008 - 2010
Greenomy March 2008 - 2009
National Outdoor Leadership School May 2006 - October 2007
Skills
Customer Service, Strategic Financial..., Public Speaking, Real Estate, Asset Managment, Team Building, Coaching, Non-profits, Small Business, Project Management, Investments, Valuation, Property Management, Strategic Planning, Investment Properties, Business Development, Asset Management, Social Media Marketing, Entrepreneurship, Nonprofits, Sales Management, Leadership
Education
University of Denver - Daniels College of Business 2006 — 2007
Masters, Real Estate and Construction Management, Real Estate Finance and Sustainable Development
University of California, Berkeley 2000 — 2004
BA - American Studies w/ focus in Business and Environmetal Studies, Business and Environmental Studies, Forestry Minor
Bejan Motamedi's Trilogy Financial Services Experience November 2008 - November 2009
Job Investment Executive at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services November 2008 - November 2009
Upper Manhattan Development Corp. October 2005 - November 2007
Education
Bucknell University 2001 — 2005
BA, Economics, Psychology, Finance
Trilogy Financial Services November 2008 - November 2009
Upper Manhattan Development Corp. October 2005 - November 2007
Education
Bucknell University 2001 — 2005
BA, Economics, Psychology, Finance
Matthew Guba's Trilogy Financial Services Experience September 2009 - June 2012
Job Sales Consultant at Signator Investors, Inc.
Industry Financial Services
Experience
Signator Investors, Inc. September 2013 - Present
John Hancock Financial Services June 2012 - September 2013
Trilogy Financial Services September 2009 - June 2012
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Retirement, Estate Planning, Series 63, Financial Advisory, Series 7, Asset Allocation, Portfolio Management
Education
Penn State University 2003 — 2007
BS, Economics
Phillips Exeter Academy 2000 — 2003
Signator Investors, Inc. September 2013 - Present
John Hancock Financial Services June 2012 - September 2013
Trilogy Financial Services September 2009 - June 2012
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Retirement, Estate Planning, Series 63, Financial Advisory, Series 7, Asset Allocation, Portfolio Management
Education
Penn State University 2003 — 2007
BS, Economics
Phillips Exeter Academy 2000 — 2003
Pamela LeBlanc's Trilogy Financial Services Experience August 2007 - April 2013
Job Branch Manager H&R Block
Industry Accounting
Experience
H&R Block September 2014 - Present
Volt Workforce Solutions May 2013 - September 2013
Trilogy Financial Services August 2007 - April 2013
Nationwide Funding 2006 - 2007
McDermott & Bull 2006 - 2006
HireQuest 2004 - 2006
Sport Chalet 1997 - 2004
Skills
Management, Employee Benefits, Training, Temporary Placement, Recruiting, Human Resources, Leadership, Event Planning, Account Management, Microsoft Excel, Investments, Financial Analysis, Public Speaking, Process Improvement, Interviews, Applicant Tracking..., Financial Services, Succession Planning, Customer Service, Business Development, Strategic Planning, Salesforce.com, PowerPoint, Hiring, New Business Development, Mutual Funds, Sales, 401k, Outlook, Performance Management, Cold Calling, Time Management, Technical Recruiting, Employee Relations, Talent Acquisition, Microsoft Office, Team Leadership, Sales Management, Payroll, Talent Management, Insurance, Strategic Financial..., Retirement Planning, CRM, Teamwork, Leadership Development, Retirement, Onboarding, Marketing, Social Networking
Education
California State University-Northridge 1999 — 2001
Bachelors, Psychology
College of the Canyons 1996 — 1999
Associates, Psychology
H&R Block September 2014 - Present
Volt Workforce Solutions May 2013 - September 2013
Trilogy Financial Services August 2007 - April 2013
Nationwide Funding 2006 - 2007
McDermott & Bull 2006 - 2006
HireQuest 2004 - 2006
Sport Chalet 1997 - 2004
Skills
Management, Employee Benefits, Training, Temporary Placement, Recruiting, Human Resources, Leadership, Event Planning, Account Management, Microsoft Excel, Investments, Financial Analysis, Public Speaking, Process Improvement, Interviews, Applicant Tracking..., Financial Services, Succession Planning, Customer Service, Business Development, Strategic Planning, Salesforce.com, PowerPoint, Hiring, New Business Development, Mutual Funds, Sales, 401k, Outlook, Performance Management, Cold Calling, Time Management, Technical Recruiting, Employee Relations, Talent Acquisition, Microsoft Office, Team Leadership, Sales Management, Payroll, Talent Management, Insurance, Strategic Financial..., Retirement Planning, CRM, Teamwork, Leadership Development, Retirement, Onboarding, Marketing, Social Networking
Education
California State University-Northridge 1999 — 2001
Bachelors, Psychology
College of the Canyons 1996 — 1999
Associates, Psychology
Gabriela Saenz's Trilogy Financial Services Experience 2008 - 2008
Job Wealth Management Consultant and Holistic Health Coach
Industry Management Consulting
Experience
Holistic Healings 2014 - Present
AmericasWasteland 2013 - Present
Liquidity Services, Inc. 2013 - 2015
GoIndustry DoveBid, a Liquidity Services, Inc. marketplace 2008 - 2013
Trilogy Financial Services 2008 - 2008
Cal Counties Title Company 2007 - 2008
Old Republic Title Company 2005 - 2007
Sedgwick June 1999 - May 2005
Skills
Negotiation, Public Speaking, Sales, Coaching, Strategic Planning, Product Development, Sales Management, Marketing Strategy, Social Media Marketing, Small Business, Wellness, Start-ups, Team Building, Strategy, New Business Development, Entrepreneurship, Business Strategy, Project Management, Leadership Development, Process Improvement, Fitness, Online Marketing, Market Research, Meditation, Holistic Health, Selling, Marketing, Business Planning, Training, Operations Management, Business Development, Human Resources, Online Advertising, Leadership, Team Leadership, Social Networking, B2B, Contract Negotiation, Account Management, Management, Social Media, Public Relations
Education
California State University-Los Angeles 1989 — 1991
Psychology
California State University-Fullerton 1986 — 1989
Psychology
Cypress College 1984 — 1986
AA, Psychology
la habra high school
Holistic Healings 2014 - Present
AmericasWasteland 2013 - Present
Liquidity Services, Inc. 2013 - 2015
GoIndustry DoveBid, a Liquidity Services, Inc. marketplace 2008 - 2013
Trilogy Financial Services 2008 - 2008
Cal Counties Title Company 2007 - 2008
Old Republic Title Company 2005 - 2007
Sedgwick June 1999 - May 2005
Skills
Negotiation, Public Speaking, Sales, Coaching, Strategic Planning, Product Development, Sales Management, Marketing Strategy, Social Media Marketing, Small Business, Wellness, Start-ups, Team Building, Strategy, New Business Development, Entrepreneurship, Business Strategy, Project Management, Leadership Development, Process Improvement, Fitness, Online Marketing, Market Research, Meditation, Holistic Health, Selling, Marketing, Business Planning, Training, Operations Management, Business Development, Human Resources, Online Advertising, Leadership, Team Leadership, Social Networking, B2B, Contract Negotiation, Account Management, Management, Social Media, Public Relations
Education
California State University-Los Angeles 1989 — 1991
Psychology
California State University-Fullerton 1986 — 1989
Psychology
Cypress College 1984 — 1986
AA, Psychology
la habra high school
Aaron Rich's Trilogy Financial Services Experience April 2009 - October 2009
Job Chief Operating Officer at Mu Brewery, Inc
Industry Investment Management
Experience
The Mutual Fund Store October 2009 - Present
S&S Books, LLC March 2013 - Present
Trilogy Financial Services April 2009 - October 2009
Oppenheimer Funds Inc 2006 - 2009
Wal-Mart September 2001 - December 2006
Skills
Investments, Mutual Funds, Series 7, Financial Services, Team Building, Asset Management, Sales, Leadership, Call Centers, Insurance, Risk Management, Relationship Management, IRAs, Roth IRA, Series 65, Trusts, SEP IRA, Simple IRA, 401k, 401k Rollovers, 403 b, Wealth Management..., Securities, Portfolio Management, Variable Annuities, Retirement Planning, Retirement Savings, Qualified Retirement..., Series 63, Series 6, Coverdell, 529 Plans, Asset Allocation, Microsoft Excel, Banking, Process Improvement, Finance, CRM, Fixed Annuities, Wealth Management, Strategic Financial..., FINRA, Retirement, Investment Advisory
Education
Metropolitan State University of Denver 2008 — 2012
Mile High Adventist Academy 1984 — 2006
The Mutual Fund Store October 2009 - Present
S&S Books, LLC March 2013 - Present
Trilogy Financial Services April 2009 - October 2009
Oppenheimer Funds Inc 2006 - 2009
Wal-Mart September 2001 - December 2006
Skills
Investments, Mutual Funds, Series 7, Financial Services, Team Building, Asset Management, Sales, Leadership, Call Centers, Insurance, Risk Management, Relationship Management, IRAs, Roth IRA, Series 65, Trusts, SEP IRA, Simple IRA, 401k, 401k Rollovers, 403 b, Wealth Management..., Securities, Portfolio Management, Variable Annuities, Retirement Planning, Retirement Savings, Qualified Retirement..., Series 63, Series 6, Coverdell, 529 Plans, Asset Allocation, Microsoft Excel, Banking, Process Improvement, Finance, CRM, Fixed Annuities, Wealth Management, Strategic Financial..., FINRA, Retirement, Investment Advisory
Education
Metropolitan State University of Denver 2008 — 2012
Mile High Adventist Academy 1984 — 2006
Francis Tangonan's Trilogy Financial Services Experience Territory RepresentativeOsstem Implant CompanyFebruary 2008 - March 2009
Job Financial Executive
Industry Financial Services
Experience
Trilogy Financial Services Territory RepresentativeOsstem Implant CompanyFebruary 2008 - March 2009
AIG 2007 - 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2007
BA, Finance
Trilogy Financial Services Territory RepresentativeOsstem Implant CompanyFebruary 2008 - March 2009
AIG 2007 - 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2007
BA, Finance
Jonah Martin's Trilogy Financial Services Experience 2003 - 2004
Job Manager of Operations at Arena Capital Advisors
Industry Investment Management
Experience
Arena Capital Advisors May 2014 - Present
Ares Management August 2009 - April 2014
Deutsche Bank February 2007 - January 2009
State Street 2004 - 2007
PIMCO 2004 - 2007
Trilogy Financial Services 2003 - 2004
Education
Claremont McKenna College 1998 — 2002
BA, Economics
Arena Capital Advisors May 2014 - Present
Ares Management August 2009 - April 2014
Deutsche Bank February 2007 - January 2009
State Street 2004 - 2007
PIMCO 2004 - 2007
Trilogy Financial Services 2003 - 2004
Education
Claremont McKenna College 1998 — 2002
BA, Economics
Darci Toumberlin's Trilogy Financial Services Experience March 2003 - March 2006
Job Vice President, Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments April 2012 - November 2013
Trust Company of America March 2011 - March 2012
LPL Financial April 2006 - March 2011
Trilogy Financial Services March 2003 - March 2006
SODEXHO May 2002 - June 2003
Education
Norwich University 2010 — 2012
MBA, Finance
Pepperdine University 1998 — 2002
BS, Nutritional Science
Fidelity Investments November 2013 - Present
Fidelity Investments April 2012 - November 2013
Trust Company of America March 2011 - March 2012
LPL Financial April 2006 - March 2011
Trilogy Financial Services March 2003 - March 2006
SODEXHO May 2002 - June 2003
Education
Norwich University 2010 — 2012
MBA, Finance
Pepperdine University 1998 — 2002
BS, Nutritional Science
Edmund Cody's Trilogy Financial Services Experience January 2015 - Present
Job EXPERIENCED FINANCIAL ADVISOR
Industry Financial Services
Experience
Trilogy Financial Services January 2015 - Present
VALIC April 2012 - February 2013
QA3 Financial Corporation June 2006 - April 2012
FSC Securities June 2006 - April 2012
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 24, Series 7, Retirement, Mutual Funds, Investment Advisory, Estate Planning, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Advisory, Series 63, Investment Strategies, Financial Planning
Education
University of Pittsburgh 1955 — 1958
Master's degree, Finance, General
Drexel University - College of Business and Administration 1949 — 1954
Bachelor of Business Administration (B.B.A.), Finance, General
Trilogy Financial Services January 2015 - Present
VALIC April 2012 - February 2013
QA3 Financial Corporation June 2006 - April 2012
FSC Securities June 2006 - April 2012
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 24, Series 7, Retirement, Mutual Funds, Investment Advisory, Estate Planning, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Advisory, Series 63, Investment Strategies, Financial Planning
Education
University of Pittsburgh 1955 — 1958
Master's degree, Finance, General
Drexel University - College of Business and Administration 1949 — 1954
Bachelor of Business Administration (B.B.A.), Finance, General
Alex Manning's Trilogy Financial Services Experience October 2009 - May 2010
Job Analytical Specialist
Industry Transportation/Trucking/Railroad
Experience
Dynaflex Products October 2013 - Present
Dynaflex Products January 2013 - October 2013
PlanMember Securities May 2010 - December 2012
Trilogy Financial Services October 2009 - May 2010
Dynaflex Products February 2002 - April 2010
Dynaflex Products February 2009 - April 2009
UTi Worldwide December 2007 - January 2008
UTi Worldwide May 2007 - August 2007
Skills
Advertising, Marketing, Sales, Supply Chain Management, Product Development, PowerPoint, Market Research
Education
California State University of Channel Islands 2004 — 2008
BS, Marketing
California State University-Channel Islands
B.S, Business Administration; Marketing
Fall 2008 California State University of Channel IslandsMartin V. Smith School of Business & Economics
Business Marketing
Dynaflex Products October 2013 - Present
Dynaflex Products January 2013 - October 2013
PlanMember Securities May 2010 - December 2012
Trilogy Financial Services October 2009 - May 2010
Dynaflex Products February 2002 - April 2010
Dynaflex Products February 2009 - April 2009
UTi Worldwide December 2007 - January 2008
UTi Worldwide May 2007 - August 2007
Skills
Advertising, Marketing, Sales, Supply Chain Management, Product Development, PowerPoint, Market Research
Education
California State University of Channel Islands 2004 — 2008
BS, Marketing
California State University-Channel Islands
B.S, Business Administration; Marketing
Fall 2008 California State University of Channel IslandsMartin V. Smith School of Business & Economics
Business Marketing
Glenn Marks's Trilogy Financial Services Experience December 2008 - October 2010
Job Sales Executive
Industry Broadcast Media
Experience
Screenvision June 2011 - January 2012
Trilogy Financial Services December 2008 - October 2010
Landscape Development, Inc. 2007 - 2007
FastChannel Network 2004 - 2006
FastChannel Network 2004 - 2006
DG Systems 1995 - 2001
VidFilm 1991 - 1995
Skills
Strategic Planning, Sales Management, Advertising Sales, Business Planning, Customer Service, Account Management, Digital Media, Business Development, Team Building, B2B, Sales, New Business Development
Education
University of Maryland College Park 1970 — 1971
California State University-Northridge
BA, Communications, Business
Screenvision June 2011 - January 2012
Trilogy Financial Services December 2008 - October 2010
Landscape Development, Inc. 2007 - 2007
FastChannel Network 2004 - 2006
FastChannel Network 2004 - 2006
DG Systems 1995 - 2001
VidFilm 1991 - 1995
Skills
Strategic Planning, Sales Management, Advertising Sales, Business Planning, Customer Service, Account Management, Digital Media, Business Development, Team Building, B2B, Sales, New Business Development
Education
University of Maryland College Park 1970 — 1971
California State University-Northridge
BA, Communications, Business
Emily Kimball's Trilogy Financial Services Experience December 2009 - Present
Job Financial Executive at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services December 2009 - Present
Fitzsimons Credit Union 2005 - 2007
Elevations Credit Union 2001 - 2005
Education
Front Range Community College 2002 — 2004
Trilogy Financial Services December 2009 - Present
Fitzsimons Credit Union 2005 - 2007
Elevations Credit Union 2001 - 2005
Education
Front Range Community College 2002 — 2004
Melissa N. Margallo, MBA's Trilogy Financial Services Experience 2009 - Present
Job Financial Advisor at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services 2009 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Retirement, Fixed Annuities, Life Insurance, Financial Analysis, Analysis, Series 7, Small Business, 401k, Strategic Planning, Budgets, Insurance, IRAs, Series 6, Investment Advisory, Series 63, Financial Advisory, Series 65
Education
University of Redlands
MBA
San Diego State University-California State University
BA, Public Administration
Trilogy Financial Services 2009 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Retirement, Fixed Annuities, Life Insurance, Financial Analysis, Analysis, Series 7, Small Business, 401k, Strategic Planning, Budgets, Insurance, IRAs, Series 6, Investment Advisory, Series 63, Financial Advisory, Series 65
Education
University of Redlands
MBA
San Diego State University-California State University
BA, Public Administration
Robert Groag, CFP®'s Trilogy Financial Services Experience November 2005 - January 2007
Job Associate Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
TIAA-CREF February 2007 - July 2015
Trilogy Financial Services November 2005 - January 2007
Advanced Professional Imaging February 2004 - November 2004
Skills
Retirement Planning, Series 7, Personal Financial..., Retirement, IRAs, Investments, Mutual Funds
Education
UC Irvine 2009 — 2012
Personal Financial Planning, Financial Planning and Services
California State University-Fullerton 2003 — 2007
marketing, Business administration
TIAA-CREF June 2015 - Present
TIAA-CREF February 2007 - July 2015
Trilogy Financial Services November 2005 - January 2007
Advanced Professional Imaging February 2004 - November 2004
Skills
Retirement Planning, Series 7, Personal Financial..., Retirement, IRAs, Investments, Mutual Funds
Education
UC Irvine 2009 — 2012
Personal Financial Planning, Financial Planning and Services
California State University-Fullerton 2003 — 2007
marketing, Business administration
Larry Franklin's Trilogy Financial Services Experience January 2013 - August 2013
Job Insurance Sales Representative at Performance Matters Associates
Industry Financial Services
Experience
Performance Matters Associates August 2013 - Present
Trilogy Financial Services January 2013 - August 2013
Broadway Federal Bank June 2009 - November 2011
Skills
Banking, Customer Service, Coaching, Retail Banking, New Business Development, Consumer Lending, Commercial Banking, Credit, Loans, Small Business Lending, Mortgage Lending, Credit Analysis, Branch Banking, Portfolio Management, Private Banking, Branch Management, Commercial Lending, Underwriting, Lines Of Credit, Finance, Cross Selling, Mortgage Banking, Risk Management, Commercial Mortgages, AML, Cash Management, Financial Analysis, Loan Origination, Management, Insurance
Education
Pace University - Lubin School of Business 1971 — 1975
BBA, Marketing
Performance Matters Associates August 2013 - Present
Trilogy Financial Services January 2013 - August 2013
Broadway Federal Bank June 2009 - November 2011
Skills
Banking, Customer Service, Coaching, Retail Banking, New Business Development, Consumer Lending, Commercial Banking, Credit, Loans, Small Business Lending, Mortgage Lending, Credit Analysis, Branch Banking, Portfolio Management, Private Banking, Branch Management, Commercial Lending, Underwriting, Lines Of Credit, Finance, Cross Selling, Mortgage Banking, Risk Management, Commercial Mortgages, AML, Cash Management, Financial Analysis, Loan Origination, Management, Insurance
Education
Pace University - Lubin School of Business 1971 — 1975
BBA, Marketing
Thomas Ahrendt's Trilogy Financial Services Experience February 2007 - Present
Job Financial Advisor at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services February 2007 - Present
UPS March 1990 - July 2000
United Parcel Service 1990 - 2000
Skills
Financial Planning, Real Estate, Estate Planning, Investments, Business Planning, Strategic Financial..., Life Insurance, Retirement, Finance, IRAs, Insurance, Investment Advisory, Risk Management, Strategy, Wealth Management, Fixed Annuities, Management, Small Business, Financial Advisory
Education
The University of North Dakota 1987 — 1989
B.B.A., Information Management, Marketing
North Iowa Area Community College 1985 — 1987
AA, Business Administration
Clear Lake High School 1981 — 1985
Trilogy Financial Services February 2007 - Present
UPS March 1990 - July 2000
United Parcel Service 1990 - 2000
Skills
Financial Planning, Real Estate, Estate Planning, Investments, Business Planning, Strategic Financial..., Life Insurance, Retirement, Finance, IRAs, Insurance, Investment Advisory, Risk Management, Strategy, Wealth Management, Fixed Annuities, Management, Small Business, Financial Advisory
Education
The University of North Dakota 1987 — 1989
B.B.A., Information Management, Marketing
North Iowa Area Community College 1985 — 1987
AA, Business Administration
Clear Lake High School 1981 — 1985
Lauren Meisenheimer's Trilogy Financial Services Experience February 2010 - August 2010
Job at Mountain Fitness Center
Industry Financial Services
Experience
Mountain Fitness Center August 2010 - Present
Trilogy Financial Services February 2010 - August 2010
University Fitness Center August 2001 - August 2009
Education
University of Alabama in Huntsville 2006 — 2009
BSBA, Marketing
Mountain Fitness Center August 2010 - Present
Trilogy Financial Services February 2010 - August 2010
University Fitness Center August 2001 - August 2009
Education
University of Alabama in Huntsville 2006 — 2009
BSBA, Marketing
Clayton Cornhall's Trilogy Financial Services Experience January 2007 - Present
Job Financial Advisor at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services January 2007 - Present
Skills
Wealth Management
Education
UCSB 1998 — 2001
Chaminade University of Honolulu 1996 — 1998
Accounting, accounting
Trilogy Financial Services January 2007 - Present
Skills
Wealth Management
Education
UCSB 1998 — 2001
Chaminade University of Honolulu 1996 — 1998
Accounting, accounting
Steve Motske's Trilogy Financial Services Experience January 2001 - Present
Job Systems Manager at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services January 2001 - Present
Skills
Microsoft Office, Strategic Financial..., Process Improvement, Wealth Management, Strategic Planning, Microsoft Excel, Marketing Strategy, Team Building, IT Strategy, Management, Insurance, Business Analysis, Financial Analysis, Business Planning, Leadership, Business Development, Project Management, Investments, Program Management, New Business Development, Negotiation, Financial Planning
Education
Minnesota State University, Mankato 1960 — 1965
Bachelor's degree, Mathematics and Computer Science, B+
Trilogy Financial Services January 2001 - Present
Skills
Microsoft Office, Strategic Financial..., Process Improvement, Wealth Management, Strategic Planning, Microsoft Excel, Marketing Strategy, Team Building, IT Strategy, Management, Insurance, Business Analysis, Financial Analysis, Business Planning, Leadership, Business Development, Project Management, Investments, Program Management, New Business Development, Negotiation, Financial Planning
Education
Minnesota State University, Mankato 1960 — 1965
Bachelor's degree, Mathematics and Computer Science, B+
Phillip Louie's Trilogy Financial Services Experience November 2011 - February 2012
Job Sole Proprietor at PL Consulting
Industry Telecommunications
Experience
PL Consulting June 2013 - Present
Trilogy Financial Services November 2011 - February 2012
University of Alaska Anchorage 2006 - 2010
University of Alaska Anchorage 2005 - 2006
Skills
Project Planning, Research, Microsoft Office, Social Media, Windows, Statistical Modeling, Management, Stata, Social Media Marketing, Econometrics, Linux, SAS, R, Econometric Modeling, College Savings Plans, Investment Strategies, Retirement Plan..., Mac OS, Strategic Financial..., Financial Planners, Mathematical Modeling, Time Series Analysis, Applied Econometrics, Risk Analysis, SPSS, Risk Management, Financial Planning, Insurance Planning, Retirement Planning, Retirement Income..., Product Marketing, RF Engineering, RFID applications, Budgets, Access
Education
University of Alaska Anchorage
BA, Philosophy, Economics
PL Consulting June 2013 - Present
Trilogy Financial Services November 2011 - February 2012
University of Alaska Anchorage 2006 - 2010
University of Alaska Anchorage 2005 - 2006
Skills
Project Planning, Research, Microsoft Office, Social Media, Windows, Statistical Modeling, Management, Stata, Social Media Marketing, Econometrics, Linux, SAS, R, Econometric Modeling, College Savings Plans, Investment Strategies, Retirement Plan..., Mac OS, Strategic Financial..., Financial Planners, Mathematical Modeling, Time Series Analysis, Applied Econometrics, Risk Analysis, SPSS, Risk Management, Financial Planning, Insurance Planning, Retirement Planning, Retirement Income..., Product Marketing, RF Engineering, RFID applications, Budgets, Access
Education
University of Alaska Anchorage
BA, Philosophy, Economics
Daniel Kuo's Trilogy Financial Services Experience March 2009 - March 2010
Job Vice President at Shangcheng USA Corporation
Industry Real Estate
Experience
Shangcheng USA Corporation April 2013 - Present
Eagle Strategies, LLC November 2012 - March 2013
NYLIFE Securities LLC April 2010 - March 2013
New York Life Insurance Company April 2010 - March 2013
Trilogy Financial Services. March 2009 - March 2010
Skills
Strategic Financial..., Finance, Estate Planning, Accounting, Insurance, Financial Reporting, Securities, Wealth Management, Retirement, Investments, Retirement Planning, Sales, Tax, Financial Analysis, Financial Advisory, Financial Services
Education
University of California, Riverside 2003 — 2007
BA, Business Administration
Arcadia High School 1999 — 2003
Shangcheng USA Corporation April 2013 - Present
Eagle Strategies, LLC November 2012 - March 2013
NYLIFE Securities LLC April 2010 - March 2013
New York Life Insurance Company April 2010 - March 2013
Trilogy Financial Services. March 2009 - March 2010
Skills
Strategic Financial..., Finance, Estate Planning, Accounting, Insurance, Financial Reporting, Securities, Wealth Management, Retirement, Investments, Retirement Planning, Sales, Tax, Financial Analysis, Financial Advisory, Financial Services
Education
University of California, Riverside 2003 — 2007
BA, Business Administration
Arcadia High School 1999 — 2003
New England Fin Sadeli's Trilogy Financial Services Experience June 2007 - October 2008
Job Financial Professional at New England Financial
Industry Financial Services
Experience
New England Financial April 2010 - Present
AXA Advisors November 2008 - March 2010
Trilogy Financial Services June 2007 - October 2008
Bank of America January 2003 - April 2007
La Moda, LLC January 2001 - 2003
HSBC March 1995 - December 2000
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1986 — 1990
Finance, Banking
New England Financial April 2010 - Present
AXA Advisors November 2008 - March 2010
Trilogy Financial Services June 2007 - October 2008
Bank of America January 2003 - April 2007
La Moda, LLC January 2001 - 2003
HSBC March 1995 - December 2000
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1986 — 1990
Finance, Banking
Jason Aznoff's Trilogy Financial Services Experience March 2010 - August 2010
Job Aspiring CPA in Taxation
Industry Accounting
Experience
Commerce Casino May 2012 - Present
Domino's Pizza February 2006 - November 2012
Trilogy Financial Services March 2010 - August 2010
Peck road truck center April 2002 - September 2004
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Finance, Analysis, Financial Modeling, Customer Service, Access, Teamwork, Training, Accounting, Leadership, Management, Budgets, Cash Flow, Inventory Management, Microsoft Office, PowerPoint, Forecasting, Microsoft Word, Time Management, Strategic Planning, Project Management, Outlook, Auditing, Cost Accounting
Education
Cal State Fullerton 2005 — 2009
BA, Business, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2009
BA, Finance
Fullerton College 1999 — 2004
Associate of Arts and Sciences (AAS), Accounting
Commerce Casino May 2012 - Present
Domino's Pizza February 2006 - November 2012
Trilogy Financial Services March 2010 - August 2010
Peck road truck center April 2002 - September 2004
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Finance, Analysis, Financial Modeling, Customer Service, Access, Teamwork, Training, Accounting, Leadership, Management, Budgets, Cash Flow, Inventory Management, Microsoft Office, PowerPoint, Forecasting, Microsoft Word, Time Management, Strategic Planning, Project Management, Outlook, Auditing, Cost Accounting
Education
Cal State Fullerton 2005 — 2009
BA, Business, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2009
BA, Finance
Fullerton College 1999 — 2004
Associate of Arts and Sciences (AAS), Accounting
Shayna LaCroix's Trilogy Financial Services Experience May 2011 - November 2011
Job Financial Administrator
Industry Financial Services
Experience
First Financial Strategies, LLC January 2012 - Present
The Retreat Bar and Grill March 2011 - Present
Trilogy Financial Services May 2011 - November 2011
Skyline Display & Design February 2007 - May 2011
Education
Bemidji State University 2002 — 2006
Bachelors, Business Management
First Financial Strategies, LLC January 2012 - Present
The Retreat Bar and Grill March 2011 - Present
Trilogy Financial Services May 2011 - November 2011
Skyline Display & Design February 2007 - May 2011
Education
Bemidji State University 2002 — 2006
Bachelors, Business Management
Troy Burnett, MBA, PMP's Trilogy Financial Services Experience September 2004 - September 2006
Job Financial Analyst at AT Solutions
Industry Defense & Space
Experience
A-T Solutions August 2009 - Present
Ultra Electronics, Advanced Tactical Systems September 2006 - August 2009
Trilogy Financial Services September 2004 - September 2006
Anteon, Corporation February 2001 - September 2004
Skills
Government Contracting, DoD, Security Clearance, Defense, Government, Operational Planning, Deltek, Earned Value Management, Analysis, Program Management, Financial Analysis, Financial Modeling, Revenue Forecasting, Financial Risk...
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Finance, General
The University of New Mexico 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
A-T Solutions August 2009 - Present
Ultra Electronics, Advanced Tactical Systems September 2006 - August 2009
Trilogy Financial Services September 2004 - September 2006
Anteon, Corporation February 2001 - September 2004
Skills
Government Contracting, DoD, Security Clearance, Defense, Government, Operational Planning, Deltek, Earned Value Management, Analysis, Program Management, Financial Analysis, Financial Modeling, Revenue Forecasting, Financial Risk...
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Finance, General
The University of New Mexico 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
Delilah Hill's Trilogy Financial Services Experience September 2010 - 2011
Job Associate Accountant
Industry Accounting
Experience
Southern California Gas Company June 2011 - Present
Independent Care Services January 2009 - Present
Trilogy Financial Services September 2010 - 2011
United States ArmyNational Guard June 2005 - 2011
Pacific Theatres Ent. Corp December 2006 - August 2009
Skills
Microsoft Excel, SAP, Auditing, Accounting, Public Speaking, Finance, Microsoft Office, Strategic Financial..., Customer Service, Financial Reporting, Variance Analysis, PowerPoint, Financial Analysis, Strategic Planning, Budgets
Education
California State University-Dominguez Hills
Bachelors of Science, Accounting
Southern California Gas Company June 2011 - Present
Independent Care Services January 2009 - Present
Trilogy Financial Services September 2010 - 2011
United States ArmyNational Guard June 2005 - 2011
Pacific Theatres Ent. Corp December 2006 - August 2009
Skills
Microsoft Excel, SAP, Auditing, Accounting, Public Speaking, Finance, Microsoft Office, Strategic Financial..., Customer Service, Financial Reporting, Variance Analysis, PowerPoint, Financial Analysis, Strategic Planning, Budgets
Education
California State University-Dominguez Hills
Bachelors of Science, Accounting
Kevin Bloomfield's Trilogy Financial Services Experience 2010 - 2011
Job Public Protection at Washington Surveying & Rating Bureau
Industry Public Safety
Experience
Washington Surveying & Rating Bureau April 2015 - Present
Fire protection September 2010 - September 2013
Trilogy Financial Services 2010 - 2011
Fire and life safety consulting August 2005 - September 2010
City of Surprise September 2008 - September 2009
City of Surprise September 2007 - September 2009
Town of Buckeye August 2005 - August 2007
Snohomish County Fire District 1 January 1991 - September 2001
Skills
Fire Prevention, Fire Investigations, Sprinkler Design, Project Management, Fire Plan Review, Site Review, Owner Representitive, Fire and Safety..., Structural Plan Review, Financial Services, Credit Analysis, Strategic Financial..., Retirement Planning, Financial Planners
Education
Grand Canyon University 2008 — 2011
BS Business, Finance and Economics
Bellevue Community College
Fire Prevention and Investigations, Fire/Arson Investigation and Prevention
National Fire Academy
Juvenile Intervention
Washington Surveying & Rating Bureau April 2015 - Present
Fire protection September 2010 - September 2013
Trilogy Financial Services 2010 - 2011
Fire and life safety consulting August 2005 - September 2010
City of Surprise September 2008 - September 2009
City of Surprise September 2007 - September 2009
Town of Buckeye August 2005 - August 2007
Snohomish County Fire District 1 January 1991 - September 2001
Skills
Fire Prevention, Fire Investigations, Sprinkler Design, Project Management, Fire Plan Review, Site Review, Owner Representitive, Fire and Safety..., Structural Plan Review, Financial Services, Credit Analysis, Strategic Financial..., Retirement Planning, Financial Planners
Education
Grand Canyon University 2008 — 2011
BS Business, Finance and Economics
Bellevue Community College
Fire Prevention and Investigations, Fire/Arson Investigation and Prevention
National Fire Academy
Juvenile Intervention
Constance Pappas's Trilogy Financial Services Experience February 2009 - Present
Job Financial Advisor at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services February 2009 - Present
Education
Colorado State University 2003 — 2008
Bachelor:, Finance, Real Estate & Spanish
Smoky Hill
Trilogy Financial Services February 2009 - Present
Education
Colorado State University 2003 — 2008
Bachelor:, Finance, Real Estate & Spanish
Smoky Hill
Brendan Grimes's Trilogy Financial Services Experience May 2010 - May 2011
Job Resource Center Associate at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC April 2013 - Present
Primerica January 2011 - April 2013
CyberDefender December 2010 - June 2012
Trilogy Financial Services May 2010 - May 2011
UBS Wealth Management August 2007 - August 2008
Skills
Retail Brokerage, Mutual Funds, New Account Opening, ACATS, Fed Fund Wires, Check Deposits, Wealth Management, Cost Basis, Call Centers, Series 7, Series 63
Education
City University of New York City College 1992 — 2006
Bachelor of Arts (BA), English Language and Literature, General
Cetera Advisor Networks LLC April 2013 - Present
Primerica January 2011 - April 2013
CyberDefender December 2010 - June 2012
Trilogy Financial Services May 2010 - May 2011
UBS Wealth Management August 2007 - August 2008
Skills
Retail Brokerage, Mutual Funds, New Account Opening, ACATS, Fed Fund Wires, Check Deposits, Wealth Management, Cost Basis, Call Centers, Series 7, Series 63
Education
City University of New York City College 1992 — 2006
Bachelor of Arts (BA), English Language and Literature, General
Stephen Z. Mahoney's Trilogy Financial Services Experience August 2012 - Present
Job Founder & CEO
Industry Executive Office
Experience
Mahoney Design & Improvement January 2013 - Present
Trilogy Financial Services August 2012 - Present
Charles Schwab & Company October 2005 - January 2012
Crawford & Company March 1996 - July 2005
Skills
Financial Planning, Wealth Management, Advice, Mutual Funds, Retirement Planning, Fixed Annuities, Insurance, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Retirement, Investment Management, Equities, Securities, Risk Management, Series 7, Series 63, IRAs, Wealth Management..., 401k, ETFs, Alternative Investments, 401k Rollovers, Series 6, Bonds, High Net Worth..., Wealth Accumulation, Variable Annuities, Economics, Personal Financial..., Life Insurance, Roth IRA, Options, Separately Managed..., Long-term Care, Hedge Funds, Long Term Care Insurance, Financial Markets, Disability Insurance, Retirement Plan..., Stocks, Equity Trading, Equity Research, Capital Markets, Private Banking
Education
College for Financial Planning 2008 — 2008
AAMS, Asset Management
University of Arkansas at Little Rock 1990 — 1995
BBA, Finance
Mahoney Design & Improvement January 2013 - Present
Trilogy Financial Services August 2012 - Present
Charles Schwab & Company October 2005 - January 2012
Crawford & Company March 1996 - July 2005
Skills
Financial Planning, Wealth Management, Advice, Mutual Funds, Retirement Planning, Fixed Annuities, Insurance, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Retirement, Investment Management, Equities, Securities, Risk Management, Series 7, Series 63, IRAs, Wealth Management..., 401k, ETFs, Alternative Investments, 401k Rollovers, Series 6, Bonds, High Net Worth..., Wealth Accumulation, Variable Annuities, Economics, Personal Financial..., Life Insurance, Roth IRA, Options, Separately Managed..., Long-term Care, Hedge Funds, Long Term Care Insurance, Financial Markets, Disability Insurance, Retirement Plan..., Stocks, Equity Trading, Equity Research, Capital Markets, Private Banking
Education
College for Financial Planning 2008 — 2008
AAMS, Asset Management
University of Arkansas at Little Rock 1990 — 1995
BBA, Finance
Roy Janechuti's Trilogy Financial Services Experience 2001 - 2002
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
The Salvation Army 2003 - 2011
Trilogy Financial Services 2001 - 2002
Skills
Account Reconciliation, Accounting, Accounts Payable, Microsoft Excel, Event Planning, Program Management
Education
UCI 1997 — 2001
Bachelor of Arts, Economics
The Salvation Army 2003 - 2011
Trilogy Financial Services 2001 - 2002
Skills
Account Reconciliation, Accounting, Accounts Payable, Microsoft Excel, Event Planning, Program Management
Education
UCI 1997 — 2001
Bachelor of Arts, Economics
Howard Bolotin's Trilogy Financial Services Experience May 1999 - Present
Job Vice President of Investments at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services May 1999 - Present
Independent Capital Management January 1994 - May 1999
Anthony Robbins Companies July 1992 - December 1993
Bolotin's Inc. July 1972 - June 1992
Skills
Series 6, Series 7, Series 24, Series 63, Series 65, Life & Health Insurance...
Education
Michigan State University 1968 — 1972
Bachelor of Arts (B.A.)
Trilogy Financial Services May 1999 - Present
Independent Capital Management January 1994 - May 1999
Anthony Robbins Companies July 1992 - December 1993
Bolotin's Inc. July 1972 - June 1992
Skills
Series 6, Series 7, Series 24, Series 63, Series 65, Life & Health Insurance...
Education
Michigan State University 1968 — 1972
Bachelor of Arts (B.A.)
Alex Baal's Trilogy Financial Services Experience November 2012 - July 2013
Job Application Specialist at Database Works Inc
Industry Computer Software
Experience
Database Works Inc January 2014 - Present
Trilogy Financial Services November 2012 - July 2013
Trilogy Financial Services March 2011 - April 2012
Skills
Network Administration, Linux Server, VoIP, Programming, PHP, JavaScript, Python, phpMyAdmin, Virtual Servers, LAMP administration, Email Hosting, Windows Server, Windows 7, Windows XP Pro, Web Hosting, CentOS, Debian, LAMP, Server Administration, Ubuntu, Hardware, Linux Desktop
Education
DeVry University-California 2009 — 2012
Bachelor of Science (BS), Computer and Information Sciences, General
Database Works Inc January 2014 - Present
Trilogy Financial Services November 2012 - July 2013
Trilogy Financial Services March 2011 - April 2012
Skills
Network Administration, Linux Server, VoIP, Programming, PHP, JavaScript, Python, phpMyAdmin, Virtual Servers, LAMP administration, Email Hosting, Windows Server, Windows 7, Windows XP Pro, Web Hosting, CentOS, Debian, LAMP, Server Administration, Ubuntu, Hardware, Linux Desktop
Education
DeVry University-California 2009 — 2012
Bachelor of Science (BS), Computer and Information Sciences, General
Timmy Huynh's Trilogy Financial Services Experience 2006 - 2007
Job Senior Accountant at Alexandria Real Estate Equities, Inc.
Industry Real Estate
Experience
Alexandria Real Estate Equities, Inc. May 2007 - Present
Trilogy Financial Services 2006 - 2007
Skills
JDE Enterprise One, Yardi Enterprise, Crystal Reports, Microsoft Word, Foreign Exchange, Microsoft Excel, Vlookup, Hlookups, Pivot Tables, IFS, Sumif
Education
California State University, Los Angeles - College of Business and Economics
Bachelor of Science (BS), Finance
Alexandria Real Estate Equities, Inc. May 2007 - Present
Trilogy Financial Services 2006 - 2007
Skills
JDE Enterprise One, Yardi Enterprise, Crystal Reports, Microsoft Word, Foreign Exchange, Microsoft Excel, Vlookup, Hlookups, Pivot Tables, IFS, Sumif
Education
California State University, Los Angeles - College of Business and Economics
Bachelor of Science (BS), Finance