Trilogy Financial Services
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Trilogy Financial Services Employees
Employee
Years
Job
Industry
Crystal Collino Crystal Collino's Trilogy Financial Services Experience June 2014 - January 2015
Job Administrative Assistant
Industry Financial Services
Experience
Trilogy Financial Services June 2014 - January 2015
UCSD Catering March 2012 - June 2013
UCSD Catering October 2010 - March 2012
Skills
Microsoft Office, Note Taking, Phone Etiquette
Education
UCSD 2009 — 2013
Undergraduate, Anthropology with Concentration in Biology, Junior
Trilogy Financial Services June 2014 - January 2015
UCSD Catering March 2012 - June 2013
UCSD Catering October 2010 - March 2012
Skills
Microsoft Office, Note Taking, Phone Etiquette
Education
UCSD 2009 — 2013
Undergraduate, Anthropology with Concentration in Biology, Junior
Dustin Robideau Dustin Robideau's Trilogy Financial Services Experience 2010 - December 2012
Job International Account Executive at WordStream
Industry Information Technology and Services
Experience
WordStream September 2014 - Present
The Stowe Group October 2013 - September 2014
VMTurbo March 2013 - September 2013
Trilogy Financial Services 2010 - December 2012
Skills
Investments, Business Development, Retirement Planning, Sales, Wealth Management, Strategic Financial..., Salesforce.com, Retirement, Account Management, Data Center, Mutual Funds, Financial Advisory, CRM, Customer Service, Lead Generation, Leadership, Marketing
Education
University of Massachusetts Boston
Economics
WordStream September 2014 - Present
The Stowe Group October 2013 - September 2014
VMTurbo March 2013 - September 2013
Trilogy Financial Services 2010 - December 2012
Skills
Investments, Business Development, Retirement Planning, Sales, Wealth Management, Strategic Financial..., Salesforce.com, Retirement, Account Management, Data Center, Mutual Funds, Financial Advisory, CRM, Customer Service, Lead Generation, Leadership, Marketing
Education
University of Massachusetts Boston
Economics
Joseph Jackiewicz Joseph Jackiewicz's Trilogy Financial Services Experience October 2008 - February 2010
Job Business Development Specialist with a USC MBA
Industry Hospital & Health Care
Experience
Print a Thing October 2014 - Present
Dr Foster Intelligence June 2013 - November 2013
AeroMedEvac Air Ambulance March 2011 - July 2012
Kahootz Medical 2010 - 2011
Trilogy Financial Services October 2008 - February 2010
American Apparel February 2005 - February 2007
Skills
Customer Service, Microsoft Office, Business Development, Project Management, Public Speaking, Research, Microsoft Excel, Sales, PowerPoint, Marketing, Outlook, Microsoft Word, Social Networking, Negotiation, New Business Development, Teamwork, Social Media Marketing, Leadership, Account Management, Marketing Strategy, Market Research, Data Analysis, Healthcare Management
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration
University of California, Santa Barbara 2006 — 2008
Bachelor of Arts, Philosophy; Public Policy
Print a Thing October 2014 - Present
Dr Foster Intelligence June 2013 - November 2013
AeroMedEvac Air Ambulance March 2011 - July 2012
Kahootz Medical 2010 - 2011
Trilogy Financial Services October 2008 - February 2010
American Apparel February 2005 - February 2007
Skills
Customer Service, Microsoft Office, Business Development, Project Management, Public Speaking, Research, Microsoft Excel, Sales, PowerPoint, Marketing, Outlook, Microsoft Word, Social Networking, Negotiation, New Business Development, Teamwork, Social Media Marketing, Leadership, Account Management, Marketing Strategy, Market Research, Data Analysis, Healthcare Management
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration
University of California, Santa Barbara 2006 — 2008
Bachelor of Arts, Philosophy; Public Policy
Christopher D. Olson Christopher D. Olson's Trilogy Financial Services Experience May 2002 - September 2003
Job Sr. Recruiter Talent Acquisition at AT&T (Formerly DIRECTV)
Industry Broadcast Media
Experience
AT&T (Formerly DIRECTV) August 2012 - Present
Western Asset Management November 2010 - June 2012
Xi Financial July 2010 - March 2011
Raymond H Riley Associates February 2006 - March 2010
Raymond H Riley Associates October 2005 - March 2010
Jackson National Life September 2003 - October 2005
Trilogy Financial Services May 2002 - September 2003
CIBER (formerly Digiterra Inc. / Summit Group) February 1999 - September 2001
Matchlogic Inc. August 1998 - February 1999
Level 3 Communications April 1998 - August 1998
Skills
Customer Relations, Budgeting, Business Planning, Hiring, Technical Recruiting, Sales Recruitment, Human Resources, Corporate Recruiting, Financial Services, Talent Acquisition, Recruiting, Sourcing, Alternative Investments, Budgets, Leadership, Finance, Sales, Vendor Management, Management, Internet Recruiting, Start-ups, Interviews, Employee Relations, CRM, Training, Salesforce.com, Executive Search, Team Building, Marketing, Project Planning, Networking, Applicant Tracking..., Customer Service, Strategy
Education
University of Colorado at Boulder - Leeds School of Business 1994 — 1998
B.S., Business Adminstration
University of Colorado Denver 2001 — 2005
MBA, Finance / Investment Management
AT&T (Formerly DIRECTV) August 2012 - Present
Western Asset Management November 2010 - June 2012
Xi Financial July 2010 - March 2011
Raymond H Riley Associates February 2006 - March 2010
Raymond H Riley Associates October 2005 - March 2010
Jackson National Life September 2003 - October 2005
Trilogy Financial Services May 2002 - September 2003
CIBER (formerly Digiterra Inc. / Summit Group) February 1999 - September 2001
Matchlogic Inc. August 1998 - February 1999
Level 3 Communications April 1998 - August 1998
Skills
Customer Relations, Budgeting, Business Planning, Hiring, Technical Recruiting, Sales Recruitment, Human Resources, Corporate Recruiting, Financial Services, Talent Acquisition, Recruiting, Sourcing, Alternative Investments, Budgets, Leadership, Finance, Sales, Vendor Management, Management, Internet Recruiting, Start-ups, Interviews, Employee Relations, CRM, Training, Salesforce.com, Executive Search, Team Building, Marketing, Project Planning, Networking, Applicant Tracking..., Customer Service, Strategy
Education
University of Colorado at Boulder - Leeds School of Business 1994 — 1998
B.S., Business Adminstration
University of Colorado Denver 2001 — 2005
MBA, Finance / Investment Management
Chris Saehler Chris Saehler's Trilogy Financial Services Experience April 2011 - August 2012
Job Regional Sales Director at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. November 2014 - Present
Highland Capital Management, L.P. February 2014 - November 2014
Janus Capital Group August 2012 - February 2014
Trilogy Financial Services April 2011 - August 2012
OppenheimerFunds September 2007 - April 2011
Eagle Investment Services January 2005 - September 2007
Skills
Mutual Funds, Investments, Investment Strategies, Financial Advisory, Securities, Series 7, Asset Allocation, Wealth Management, Bloomberg, Financial Modeling, Alternative Investments, Investment Advisory, Portfolio Management, Series 63, Financial Analysis, Series 24
Education
University of Iowa 2002 — 2007
B.A., Economics
Highland Capital Management, L.P. November 2014 - Present
Highland Capital Management, L.P. February 2014 - November 2014
Janus Capital Group August 2012 - February 2014
Trilogy Financial Services April 2011 - August 2012
OppenheimerFunds September 2007 - April 2011
Eagle Investment Services January 2005 - September 2007
Skills
Mutual Funds, Investments, Investment Strategies, Financial Advisory, Securities, Series 7, Asset Allocation, Wealth Management, Bloomberg, Financial Modeling, Alternative Investments, Investment Advisory, Portfolio Management, Series 63, Financial Analysis, Series 24
Education
University of Iowa 2002 — 2007
B.A., Economics
Chris Gall, AIF® Chris Gall, AIF®'s Trilogy Financial Services Experience February 2007 - Present
Job Financial Advisor at Trilogy Financial Services, Investment Advisor Representative at National Planning Corporation
Industry Financial Services
Experience
Trilogy Financial Services February 2007 - Present
Education
University of California, San Diego
BA, Economics
Trilogy Financial Services February 2007 - Present
Education
University of California, San Diego
BA, Economics
Josh Ohman Josh Ohman's Trilogy Financial Services Experience August 2013 - September 2013
Job Litigation Associate at Seiler LLP
Industry Accounting
Experience
Seiler LLP July 2015 - Present
Seiler LLP July 2014 - July 2015
Gretchen Morgan and Associates August 2013 - December 2013
Trilogy Financial Services August 2013 - September 2013
Morgan Stanley Wealth Management July 2013 - August 2013
Trilogy Design Works July 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Public Speaking, Teamwork, Social Media, Event Planning, Photoshop, Time Management, Accounting, Management, Entrepreneurship
Education
UCSB 2010 — 2014
Bachelor of Arts (B.A.), Economics with a focus in Accounting
Torrey Pines High School 2006 — 2010
Seiler LLP July 2015 - Present
Seiler LLP July 2014 - July 2015
Gretchen Morgan and Associates August 2013 - December 2013
Trilogy Financial Services August 2013 - September 2013
Morgan Stanley Wealth Management July 2013 - August 2013
Trilogy Design Works July 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Public Speaking, Teamwork, Social Media, Event Planning, Photoshop, Time Management, Accounting, Management, Entrepreneurship
Education
UCSB 2010 — 2014
Bachelor of Arts (B.A.), Economics with a focus in Accounting
Torrey Pines High School 2006 — 2010
Marjorie Jérémie's Trilogy Financial Services Experience July 2012 - Present
Job Financial Advisor at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services July 2012 - Present
Brown Brothers Harriman August 2008 - April 2010
Brown Brothers Harriman August 2008 - April 2010
State Street May 2000 - August 2008
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Insurance, Portfolio Management, Fixed Income, Estate Planning, Life Insurance, Bloomberg, Series 6
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Science (B.S.), Economics and Finance
Trilogy Financial Services July 2012 - Present
Brown Brothers Harriman August 2008 - April 2010
Brown Brothers Harriman August 2008 - April 2010
State Street May 2000 - August 2008
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Insurance, Portfolio Management, Fixed Income, Estate Planning, Life Insurance, Bloomberg, Series 6
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Science (B.S.), Economics and Finance
Brooke Talbot's Trilogy Financial Services Experience September 2008 - December 2009
Job Partner, Controller at Juicy Burgers & Dogs
Industry Information Technology and Services
Experience
Juicy Burgers & Dogs April 2015 - Present
Oblio's Cap Hill Tavern January 2012 - Present
Municipal Solutions Holding Company September 2011 - Present
Apria Healthcare February 2010 - August 2011
Trilogy Financial Services September 2008 - December 2009
Global System Solutions September 2007 - April 2008
PaySimple 2007 - 2007
BearingPoint September 2005 - December 2006
Great-West Healthcare 2001 - 2005
Skills
Financial Analysis, Health Insurance, Data Analysis, Data Mining, Data Modeling, Operations Management, Sales Operations, SugarCRM, Contract Management, Business Process..., Business Process Design, Business Intelligence, New Business Development, Leadership, Account Management, Business Strategy, Team Building, Strategic Planning, Negotiation, Business Development, Insurance, CRM, Analytics, Forecasting, Analysis, Customer Satisfaction, Business Analysis, Budgets, Vendor Management, Strategy, Competitive Analysis, Management, Salesforce.com, Management Consulting, Business Planning, Finance, Project Management, Entrepreneurship, Marketing, Access, Market Analysis, Consulting, Strategic Financial..., Visio, Financial Services, Business Process
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
University of Phoenix 2003 — 2006
BS, MARKETING
University of Phoenix 2003 — 2006
BS, Business Management
Juicy Burgers & Dogs April 2015 - Present
Oblio's Cap Hill Tavern January 2012 - Present
Municipal Solutions Holding Company September 2011 - Present
Apria Healthcare February 2010 - August 2011
Trilogy Financial Services September 2008 - December 2009
Global System Solutions September 2007 - April 2008
PaySimple 2007 - 2007
BearingPoint September 2005 - December 2006
Great-West Healthcare 2001 - 2005
Skills
Financial Analysis, Health Insurance, Data Analysis, Data Mining, Data Modeling, Operations Management, Sales Operations, SugarCRM, Contract Management, Business Process..., Business Process Design, Business Intelligence, New Business Development, Leadership, Account Management, Business Strategy, Team Building, Strategic Planning, Negotiation, Business Development, Insurance, CRM, Analytics, Forecasting, Analysis, Customer Satisfaction, Business Analysis, Budgets, Vendor Management, Strategy, Competitive Analysis, Management, Salesforce.com, Management Consulting, Business Planning, Finance, Project Management, Entrepreneurship, Marketing, Access, Market Analysis, Consulting, Strategic Financial..., Visio, Financial Services, Business Process
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
University of Phoenix 2003 — 2006
BS, MARKETING
University of Phoenix 2003 — 2006
BS, Business Management
Kevin Kabance Kevin Kabance's Trilogy Financial Services Experience September 2008 - March 2009
Job Senior Financial Consultant at TIAACREF
Industry Facilities Services
Experience
TIAA-CREF June 2010 - Present
High Plains Janitorial Service January 1991 - Present
Trilogy Financial Services September 2008 - March 2009
Skills
Finance, Investments, Customer Satisfaction, Economics, Financial Services, Portfolio Management, Insurance, Art, Small Business, Strategic Planning, Strategy, Management, Project Management, Retirement Planning, Business Analysis, Business Strategy, Management Consulting, Retirement, Leadership, Marketing
Education
University of Colorado Boulder 1985 — 1991
B.A., Architecture and Art
TIAA-CREF June 2010 - Present
High Plains Janitorial Service January 1991 - Present
Trilogy Financial Services September 2008 - March 2009
Skills
Finance, Investments, Customer Satisfaction, Economics, Financial Services, Portfolio Management, Insurance, Art, Small Business, Strategic Planning, Strategy, Management, Project Management, Retirement Planning, Business Analysis, Business Strategy, Management Consulting, Retirement, Leadership, Marketing
Education
University of Colorado Boulder 1985 — 1991
B.A., Architecture and Art
Racquel Smith Racquel Smith's Trilogy Financial Services Experience April 2009 - July 2009
Job Next step: Licensed CPA
Industry Accounting
Experience
Manheim Auctions July 2012 - Present
Trilogy Financial Services April 2009 - July 2009
Edward Jones September 2008 - March 2009
Countrywide Home Loans July 2007 - July 2008
University of Southern California September 2003 - May 2007
Skills
Accounting, Loans, Retirement Planning, Mutual Funds, Financial Planning, Bonds, Financial Services, Investments, Cash Management
Education
University of Southern California - Marshall School of Business 2003 — 2007
BS, Business Administration, Real Estate Finance
University of Phoenix
Master of Science in Accountancy, Accounting
Manheim Auctions July 2012 - Present
Trilogy Financial Services April 2009 - July 2009
Edward Jones September 2008 - March 2009
Countrywide Home Loans July 2007 - July 2008
University of Southern California September 2003 - May 2007
Skills
Accounting, Loans, Retirement Planning, Mutual Funds, Financial Planning, Bonds, Financial Services, Investments, Cash Management
Education
University of Southern California - Marshall School of Business 2003 — 2007
BS, Business Administration, Real Estate Finance
University of Phoenix
Master of Science in Accountancy, Accounting
Diane Powell Zing's Trilogy Financial Services Experience February 2007 - Present
Job Wealth Advisor at Trilogy Financial, and Investment Advisor Representative at National Planning Corporation
Industry Financial Services
Experience
Trilogy Financial Services February 2007 - Present
CH2M HILL March 2002 - December 2005
Exhibit Logistics April 2001 - March 2002
Skills
Strategic Financial..., Wealth Management, Trust Asset Management, Multi-Generational..., Retirement Income..., Protection Planning, Small Business /..., 401(k), 403(b), PERA,..., Investments, Life, LTC and Health..., Series 6, Series 7, Series 63, Series 65, Research, Networking
Education
University of Maryland College Park 1985 — 1988
Bachelor of Science
Trilogy Financial Services February 2007 - Present
CH2M HILL March 2002 - December 2005
Exhibit Logistics April 2001 - March 2002
Skills
Strategic Financial..., Wealth Management, Trust Asset Management, Multi-Generational..., Retirement Income..., Protection Planning, Small Business /..., 401(k), 403(b), PERA,..., Investments, Life, LTC and Health..., Series 6, Series 7, Series 63, Series 65, Research, Networking
Education
University of Maryland College Park 1985 — 1988
Bachelor of Science
Richard Ellington, CFP, CEBS Richard Ellington, CFP, CEBS's Trilogy Financial Services Experience February 2011 - April 2014
Job Financial Planner at Infinex Financial Group located at First Ipswich Bank
Industry Financial Services
Experience
Infinex Financial Group located at First Ipswich Bank April 2014 - Present
PatronEdge, LLC January 2000 - Present
Trilogy Financial Services February 2011 - April 2014
Suffolk University - CEBS program 1998 - 2005
Education
University of New Hampshire 1985 — 1989
Bachelor of Science (BS), Mathematics, Economics & Business
Infinex Financial Group located at First Ipswich Bank April 2014 - Present
PatronEdge, LLC January 2000 - Present
Trilogy Financial Services February 2011 - April 2014
Suffolk University - CEBS program 1998 - 2005
Education
University of New Hampshire 1985 — 1989
Bachelor of Science (BS), Mathematics, Economics & Business
Ian Kemper Ian Kemper's Trilogy Financial Services Experience June 2014 - September 2014
Job Seeking Job
Industry Financial Services
Experience
Trilogy Financial Services June 2014 - September 2014
Herb Connolly Acura of Framingham June 2013 - September 2013
Skills
PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Research, Event Planning, Teamwork, Customer Service, Facebook, Social Media Marketing, Social Networking, Leadership, Team Leadership, Public Relations, Marketing, Microsoft Power Point, Microsoft Certified..., Training
Education
University of Denver - Daniels College of Business 2011 — 2015
Economics
Trilogy Financial Services June 2014 - September 2014
Herb Connolly Acura of Framingham June 2013 - September 2013
Skills
PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Research, Event Planning, Teamwork, Customer Service, Facebook, Social Media Marketing, Social Networking, Leadership, Team Leadership, Public Relations, Marketing, Microsoft Power Point, Microsoft Certified..., Training
Education
University of Denver - Daniels College of Business 2011 — 2015
Economics
Windus Fernandez Brinkkord, AIF® Windus Fernandez Brinkkord, AIF®'s Trilogy Financial Services Experience March 2003 - Present
Job Senior VP of Investments with Trilogy Financial Services; Registered Representative with National Planning Corp.
Industry Financial Services
Experience
Wounded Warrior Homes July 2010 - Present
Trilogy Financial Services March 2003 - Present
USIS January 2002 - December 2002
Education
University of San Diego 1999 — 2002
Bachelor of Arts, International Relations
Wounded Warrior Homes July 2010 - Present
Trilogy Financial Services March 2003 - Present
USIS January 2002 - December 2002
Education
University of San Diego 1999 — 2002
Bachelor of Arts, International Relations
Eric Killam Eric Killam's Trilogy Financial Services Experience February 2015 - Present
Job Financial Executive
Industry Financial Services
Experience
Trilogy Financial Services February 2015 - Present
L-3 Communications March 2008 - January 2015
United States Marine Corps July 2003 - June 2007
Skills
Cost Of Capital, Time Value of Money, NPV, IRR, Series 6, Series 63
Education
University of Phoenix 2003 — 2011
Bachelor of Science (BS), Business/Finance
Trilogy Financial Services February 2015 - Present
L-3 Communications March 2008 - January 2015
United States Marine Corps July 2003 - June 2007
Skills
Cost Of Capital, Time Value of Money, NPV, IRR, Series 6, Series 63
Education
University of Phoenix 2003 — 2011
Bachelor of Science (BS), Business/Finance
Yoshi Gillaspie's Trilogy Financial Services Experience January 2011 - April 2011
Job Software Engineer at Coverhound
Industry Health, Wellness and Fitness
Experience
Coverhound May 2014 - Present
Stanford University Medical Center May 2012 - Present
JLFranklin Wealth Planning September 2011 - April 2012
Trilogy Financial Services January 2011 - April 2011
DFC Intelligence June 2010 - October 2010
Coghlan Financial Group June 2010 - September 2010
Steve and Kate's Camp July 2007 - September 2008
Baskin Robbins March 2008 - June 2008
Barnes and Noble December 2006 - January 2007
Smith and Hawken June 2006 - August 2006
Skills
Ruby on Rails, JavaScript, Backbone.js, Ruby, Analysis, SQL, Web Development, PostgreSQL, CSS, Research, Git, jQuery, Customer Service, Data Analysis, Backend Development, HTML, Sales, Editing, Teamwork, PowerPoint, Microsoft Office, Management, SQLite, Problem Solving, Small Business, Nonprofits, Team Leadership, Event Planning, Public Speaking, Word, Administration, Excel, Outlook, Data Entry
Education
App Academy
University of California, San Diego 2005 — 2010
Recieved B.A, Economics; Mathematics Minor
Drake High School Salutatorian 2000 — 2005
Coverhound May 2014 - Present
Stanford University Medical Center May 2012 - Present
JLFranklin Wealth Planning September 2011 - April 2012
Trilogy Financial Services January 2011 - April 2011
DFC Intelligence June 2010 - October 2010
Coghlan Financial Group June 2010 - September 2010
Steve and Kate's Camp July 2007 - September 2008
Baskin Robbins March 2008 - June 2008
Barnes and Noble December 2006 - January 2007
Smith and Hawken June 2006 - August 2006
Skills
Ruby on Rails, JavaScript, Backbone.js, Ruby, Analysis, SQL, Web Development, PostgreSQL, CSS, Research, Git, jQuery, Customer Service, Data Analysis, Backend Development, HTML, Sales, Editing, Teamwork, PowerPoint, Microsoft Office, Management, SQLite, Problem Solving, Small Business, Nonprofits, Team Leadership, Event Planning, Public Speaking, Word, Administration, Excel, Outlook, Data Entry
Education
App Academy
University of California, San Diego 2005 — 2010
Recieved B.A, Economics; Mathematics Minor
Drake High School Salutatorian 2000 — 2005
Maggie Kirchhoff, CFP® , MBA Maggie Kirchhoff, CFP® , MBA's Trilogy Financial Services Experience January 2007 - January 2010
Job CERTIFIED FINANCIAL PLANNER™ at Wisdom Wealth Strategies
Industry Financial Services
Experience
Wisdom Wealth Strategies February 2010 - Present
Trilogy Financial Services January 2007 - January 2010
Colorado Fusion Soccer Club 2006 - 2008
Skills
Estate Planning, Investments, Wealth Management, Strategic Financial..., Long-term Care, Finance, Securities, Retirement Planning, Public Speaking, Financial Analysis, Insurance, Series 7, Nonprofits, Healthcare, Employee Benefits, FINRA, Financial Advisory, Retirement, Non-profits, Financial Services, Wealth Management..., Mutual Funds, Series 63, Asset Allocation, Investment Advisory
Education
University of Denver 2001 — 2005
BSBA, Marketing and Economics
University of Colorado at Denver
MBA
Wisdom Wealth Strategies February 2010 - Present
Trilogy Financial Services January 2007 - January 2010
Colorado Fusion Soccer Club 2006 - 2008
Skills
Estate Planning, Investments, Wealth Management, Strategic Financial..., Long-term Care, Finance, Securities, Retirement Planning, Public Speaking, Financial Analysis, Insurance, Series 7, Nonprofits, Healthcare, Employee Benefits, FINRA, Financial Advisory, Retirement, Non-profits, Financial Services, Wealth Management..., Mutual Funds, Series 63, Asset Allocation, Investment Advisory
Education
University of Denver 2001 — 2005
BSBA, Marketing and Economics
University of Colorado at Denver
MBA
Brian Schumm Brian Schumm's Trilogy Financial Services Experience February 2011 - May 2011
Job Banker Coach at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2012 - Present
Wells Fargo August 2011 - November 2012
Trilogy Financial Services February 2011 - May 2011
BevMo! November 2010 - January 2011
PowerSaingsInc January 2006 - May 2010
Mystic Sisters Bookstore January 2005 - May 2007
Education
University of La Verne 2006 — 2010
B.S., Economics
Wells Fargo November 2012 - Present
Wells Fargo August 2011 - November 2012
Trilogy Financial Services February 2011 - May 2011
BevMo! November 2010 - January 2011
PowerSaingsInc January 2006 - May 2010
Mystic Sisters Bookstore January 2005 - May 2007
Education
University of La Verne 2006 — 2010
B.S., Economics
Mark Hohlen Mark Hohlen's Trilogy Financial Services Experience January 2012 - September 2012
Job Executive Director Operations at Platinum Renovations and Consulting
Industry Construction
Experience
Platinum Renovations & Consulting May 2014 - Present
Platinum Renovations & Consulting June 2013 - Present
HOM Solutions Inc. October 2012 - June 2013
Trilogy Financial Services January 2012 - September 2012
GAF Materials Corporation March 2009 - December 2011
Church of the Ascension January 2008 - January 2010
ADS Builders Inc March 2005 - August 2008
Square Foot Enterprises March 2001 - January 2005
Skills
Strategy, Email Marketing, Sales Management, Advertising, Budgets, New Business Development, Strategic Planning, Marketing
Education
University of Nebraska-Lincoln 1991 — 1999
BSBA, Marketing, International Marketing, Market Analysis
FINRA
FINRA Series 7 & 65 licenses, Investments and Securities
Platinum Renovations & Consulting May 2014 - Present
Platinum Renovations & Consulting June 2013 - Present
HOM Solutions Inc. October 2012 - June 2013
Trilogy Financial Services January 2012 - September 2012
GAF Materials Corporation March 2009 - December 2011
Church of the Ascension January 2008 - January 2010
ADS Builders Inc March 2005 - August 2008
Square Foot Enterprises March 2001 - January 2005
Skills
Strategy, Email Marketing, Sales Management, Advertising, Budgets, New Business Development, Strategic Planning, Marketing
Education
University of Nebraska-Lincoln 1991 — 1999
BSBA, Marketing, International Marketing, Market Analysis
FINRA
FINRA Series 7 & 65 licenses, Investments and Securities
Dru Morgan Dru Morgan's Trilogy Financial Services Experience October 2003 - September 2009
Job at Window Dude
Industry Consumer Services
Experience
Window Dude July 2010 - Present
Trilogy Financial Services October 2003 - September 2009
Software Toolworks 1990 - 1995
Skills
Screen Repair, Strategic Planning, Account Management, Entrepreneurship, Sales, Insurance, Selling, Sales Management, Team Building, Business Development, Investments, Public Speaking, Start-ups, Marketing Strategy, Marketing, Leadership, Process Improvement, Window Cleaning, Google+, Social Media Marketing, Social Media, Microsoft Office
Education
University of Phoenix 2002 — 2004
B.S., Business/E-Business
Window Dude July 2010 - Present
Trilogy Financial Services October 2003 - September 2009
Software Toolworks 1990 - 1995
Skills
Screen Repair, Strategic Planning, Account Management, Entrepreneurship, Sales, Insurance, Selling, Sales Management, Team Building, Business Development, Investments, Public Speaking, Start-ups, Marketing Strategy, Marketing, Leadership, Process Improvement, Window Cleaning, Google+, Social Media Marketing, Social Media, Microsoft Office
Education
University of Phoenix 2002 — 2004
B.S., Business/E-Business
John Kristianson's Trilogy Financial Services Experience August 2008 - Present
Job Owner at John Kristianson, Enrolled Agent
Industry Financial Services
Experience
Trilogy Financial Services August 2008 - Present
John Kristianson, Enrolled Agent January 1995 - Present
Hyundai Motor America October 2007 - April 2008
Hyundai Motor America January 2004 - October 2007
Honda Motor America December 1996 - January 2004
Toyota Motor Sales May 1986 - January 1995
Skills
Customer Satisfaction, Start-ups, Automotive, Business Planning, Financial Analysis, Budgets, Strategic Planning, Process Improvement, CRM, Management Consulting, Business Strategy, Coaching, Account Management, Sales, Tax Advisory, IRS Enrolled Agent, IRS problem resolution, Adult Education, Customer Service, Accounting, Business Development, Finance, Financial Planners, Management, New Business Development, Operations Management, Retirement Planning, Small Business, Strategic Financial..., Tax, Investments
Education
University of Utah - David Eccles School of Business 1981 — 1985
MBA, Finance / Accounting
University of Maryland College Park 1968 — 1972
BS, Biology
Trilogy Financial Services August 2008 - Present
John Kristianson, Enrolled Agent January 1995 - Present
Hyundai Motor America October 2007 - April 2008
Hyundai Motor America January 2004 - October 2007
Honda Motor America December 1996 - January 2004
Toyota Motor Sales May 1986 - January 1995
Skills
Customer Satisfaction, Start-ups, Automotive, Business Planning, Financial Analysis, Budgets, Strategic Planning, Process Improvement, CRM, Management Consulting, Business Strategy, Coaching, Account Management, Sales, Tax Advisory, IRS Enrolled Agent, IRS problem resolution, Adult Education, Customer Service, Accounting, Business Development, Finance, Financial Planners, Management, New Business Development, Operations Management, Retirement Planning, Small Business, Strategic Financial..., Tax, Investments
Education
University of Utah - David Eccles School of Business 1981 — 1985
MBA, Finance / Accounting
University of Maryland College Park 1968 — 1972
BS, Biology
Brad Pemberton's Trilogy Financial Services Experience June 2013 - April 2014
Job Financial Advisor for CK Futures LLC PPM
Industry Financial Services
Experience
Nehemiah Global Foundation August 2015 - Present
Sun and Snow Homes December 2014 - Present
First Payment International December 2014 - Present
CK Futures August 2014 - Present
Trilogy Financial Services June 2013 - April 2014
CK Futures May 2011 - March 2013
Blue Ridge Ventures LLC January 2008 - January 2011
University of Virginia April 2008 - December 2010
Real Estate Ventures, LLC April 2005 - February 2010
University of Colorado at Boulder 2003 - 2008
Skills
Project Management, Management Consulting, Operations Management, Operations Research, Quantitative Research, Qualitative Research, Organic Chemistry, Hazardous Materials, Materials Development, Entrepreneurial Finance, Leveraged Finance, International Project..., Creative Direction, Creative Problem Solving, Creative Strategy, Creative Solutions, Strategic Financial..., Minerals, Mineral Processing, Mineral Exploration, Leadership, Personal Financial..., Financial Services, Financial Analysis, Strategy, Venture Capital, Investments, Finance, Entrepreneurship, Start-ups, Business Planning, Strategic Consulting, Asset Management, Due Diligence, Business Strategy, Financial Modeling, Portfolio Management, Market Analysis, Corporate Development, Mergers, Private Equity, International Trade, International Business, Trading, Emerging Markets, Small Business, Business Development, Market Research, Financial Planning, Management
Education
University of Colorado Boulder 2000 — 2004
BA, Molecular, Cellular and Developmental Biology
University of Colorado Boulder 2000 — 2004
BA, Psychology
Cortiva Institute 2006 — 2007
Massage Therapy, Massage Therapy
Chatfield
High school diploma
Chatfield
Nehemiah Global Foundation August 2015 - Present
Sun and Snow Homes December 2014 - Present
First Payment International December 2014 - Present
CK Futures August 2014 - Present
Trilogy Financial Services June 2013 - April 2014
CK Futures May 2011 - March 2013
Blue Ridge Ventures LLC January 2008 - January 2011
University of Virginia April 2008 - December 2010
Real Estate Ventures, LLC April 2005 - February 2010
University of Colorado at Boulder 2003 - 2008
Skills
Project Management, Management Consulting, Operations Management, Operations Research, Quantitative Research, Qualitative Research, Organic Chemistry, Hazardous Materials, Materials Development, Entrepreneurial Finance, Leveraged Finance, International Project..., Creative Direction, Creative Problem Solving, Creative Strategy, Creative Solutions, Strategic Financial..., Minerals, Mineral Processing, Mineral Exploration, Leadership, Personal Financial..., Financial Services, Financial Analysis, Strategy, Venture Capital, Investments, Finance, Entrepreneurship, Start-ups, Business Planning, Strategic Consulting, Asset Management, Due Diligence, Business Strategy, Financial Modeling, Portfolio Management, Market Analysis, Corporate Development, Mergers, Private Equity, International Trade, International Business, Trading, Emerging Markets, Small Business, Business Development, Market Research, Financial Planning, Management
Education
University of Colorado Boulder 2000 — 2004
BA, Molecular, Cellular and Developmental Biology
University of Colorado Boulder 2000 — 2004
BA, Psychology
Cortiva Institute 2006 — 2007
Massage Therapy, Massage Therapy
Chatfield
High school diploma
Chatfield
Don Simonsen's Trilogy Financial Services Experience September 2003 - Present
Job Investment Advisor at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services September 2003 - Present
Education
University of California, San Diego 1971 — 1975
Trilogy Financial Services September 2003 - Present
Education
University of California, San Diego 1971 — 1975
TJ Baker's Trilogy Financial Services Experience May 2010 - October 2010
Job Senior Clinical Applications Specialist
Industry Medical Devices
Experience
Draeger November 2007 - Present
Trilogy Financial Services May 2010 - October 2010
San Diego Padres April 2003 - October 2010
Alloy Sports LLC April 2004 - December 2008
Masimo Corporation October 2005 - October 2007
UC San Diego Health System 1995 - 2004
Skills
Marketing, Account Management, Customer Service, Sales, Event Planning, Sports Marketing, Sports Management, Social Media, Event Management, Social Media Marketing, Fundraising, Microsoft Office, Sports, PowerPoint, Cold Calling, Strategic Planning, Sponsorship, Team Building, Microsoft Excel, Management, Budgets, Marketing Strategy, Outlook, Public Relations
Education
University of San Francisco 2002 — 2004
Master of Arts (MA), Sport and Fitness Administration/Management
SDSU 1999 — 2001
Griffins! 1992 — 1995
Draeger November 2007 - Present
Trilogy Financial Services May 2010 - October 2010
San Diego Padres April 2003 - October 2010
Alloy Sports LLC April 2004 - December 2008
Masimo Corporation October 2005 - October 2007
UC San Diego Health System 1995 - 2004
Skills
Marketing, Account Management, Customer Service, Sales, Event Planning, Sports Marketing, Sports Management, Social Media, Event Management, Social Media Marketing, Fundraising, Microsoft Office, Sports, PowerPoint, Cold Calling, Strategic Planning, Sponsorship, Team Building, Microsoft Excel, Management, Budgets, Marketing Strategy, Outlook, Public Relations
Education
University of San Francisco 2002 — 2004
Master of Arts (MA), Sport and Fitness Administration/Management
SDSU 1999 — 2001
Griffins! 1992 — 1995
Katie Ronquillo's Trilogy Financial Services Experience October 2011 - Present
Job Financial Executive
Industry Financial Services
Experience
Trilogy Financial Services October 2011 - Present
Adoption Network Law Center June 2010 - March 2011
SilkRoad Technology January 2008 - May 2009
Bridge Capital November 2004 - March 2007
Evergreen Healthcare/Mosaic Rehabilitation August 2002 - August 2004
Continuum Health Inc February 1995 - July 2002
Pacific Therapies July 1992 - November 1994
Skills
Strategic Financial..., Financial Analysis, Protection..., Estate Planning, Tax Efficiency, Retirement Planning, Business Planning, Compensation & Benefit, Management, Account Management, Strategy, Competitive Analysis, New Business Development, Team Leadership, Strategic Planning, Investments, Finance, Team Building
Education
University of San Diego
Business Administration
Trilogy Financial Services October 2011 - Present
Adoption Network Law Center June 2010 - March 2011
SilkRoad Technology January 2008 - May 2009
Bridge Capital November 2004 - March 2007
Evergreen Healthcare/Mosaic Rehabilitation August 2002 - August 2004
Continuum Health Inc February 1995 - July 2002
Pacific Therapies July 1992 - November 1994
Skills
Strategic Financial..., Financial Analysis, Protection..., Estate Planning, Tax Efficiency, Retirement Planning, Business Planning, Compensation & Benefit, Management, Account Management, Strategy, Competitive Analysis, New Business Development, Team Leadership, Strategic Planning, Investments, Finance, Team Building
Education
University of San Diego
Business Administration
Chris Molony's Trilogy Financial Services Experience October 2008 - Present
Job Wealth Management at Trilogy Financial Services
Industry Investment Management
Experience
Trilogy Financial Services October 2008 - Present
First American Capital April 2002 - Present
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Finance/Marketing
University of California, Santa Barbara 1985 — 1989
BA, Political Science/Economics
Trilogy Financial Services October 2008 - Present
First American Capital April 2002 - Present
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Finance/Marketing
University of California, Santa Barbara 1985 — 1989
BA, Political Science/Economics
Katrina Macrae Smith's Trilogy Financial Services Experience February 2007 - June 2007
Job Web Specialist
Industry Online Media
Experience
Aevan Arts July 2007 - Present
Young House Love November 2013 - October 2014
Electronic Arts September 2009 - March 2011
Local Collection November 2009 - April 2010
Sony Pictures Imageworks April 2008 - September 2009
Realtime Associates December 2007 - April 2008
Alexander and Willis August 2007 - December 2007
Trilogy Financial Services February 2007 - June 2007
Bowne May 2005 - February 2007
Instafotos, Inc October 2004 - January 2005
Skills
Video Games, Game Design, Gameplay, Game Development, Logo Design, Computer Games, Photoshop, Quality Assurance, Digital Media, Social Media, Creative Direction, Project Management, Adobe Creative Suite, Web Development
Education
University of California, Santa Barbara 1999 — 2003
BA, Literature, Computer Science, Art
Menlo High School 1995 — 1999
Aevan Arts July 2007 - Present
Young House Love November 2013 - October 2014
Electronic Arts September 2009 - March 2011
Local Collection November 2009 - April 2010
Sony Pictures Imageworks April 2008 - September 2009
Realtime Associates December 2007 - April 2008
Alexander and Willis August 2007 - December 2007
Trilogy Financial Services February 2007 - June 2007
Bowne May 2005 - February 2007
Instafotos, Inc October 2004 - January 2005
Skills
Video Games, Game Design, Gameplay, Game Development, Logo Design, Computer Games, Photoshop, Quality Assurance, Digital Media, Social Media, Creative Direction, Project Management, Adobe Creative Suite, Web Development
Education
University of California, Santa Barbara 1999 — 2003
BA, Literature, Computer Science, Art
Menlo High School 1995 — 1999
Wenduo Guo's Trilogy Financial Services Experience January 2012 - March 2014
Job Registered Representative & Marketing Support Specialist at Wealth Planners Inc.
Industry Financial Services
Experience
Wealth Planners Inc. June 2014 - Present
Trilogy Financial Services January 2012 - March 2014
American General Life and Accident May 2010 - September 2011
Western & Southern Financial Group September 2009 - May 2010
Skills
Retirement Planning, Sales Management, Personal Financial..., Financial Risk..., Finance, Portfolio Management, Small Business, Financial Analysis, Social Media
Education
University of California, San Diego 2002 — 2007
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
Wealth Planners Inc. June 2014 - Present
Trilogy Financial Services January 2012 - March 2014
American General Life and Accident May 2010 - September 2011
Western & Southern Financial Group September 2009 - May 2010
Skills
Retirement Planning, Sales Management, Personal Financial..., Financial Risk..., Finance, Portfolio Management, Small Business, Financial Analysis, Social Media
Education
University of California, San Diego 2002 — 2007
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
Ammon Rivera's Trilogy Financial Services Experience February 2011 - December 2011
Job Financial Services Professional at MassMutual Intermountain West
Industry Financial Services
Experience
MassMutual Intermountain West February 2015 - Present
Ammon Financial October 2014 - Present
TEAM Financial Partners 2011 - 2014
Trilogy Financial Services February 2011 - December 2011
American Money Group, Inc. August 2009 - January 2011
Education
University of Phoenix 2011 — 2015
Business
MassMutual Intermountain West February 2015 - Present
Ammon Financial October 2014 - Present
TEAM Financial Partners 2011 - 2014
Trilogy Financial Services February 2011 - December 2011
American Money Group, Inc. August 2009 - January 2011
Education
University of Phoenix 2011 — 2015
Business
Kevin Leon's Trilogy Financial Services Experience March 1999 - Present
Job Regional VP at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services March 1999 - Present
Education
University of Pittsburgh 1991 — 1993
Busness Administration
Trilogy Financial Services March 1999 - Present
Education
University of Pittsburgh 1991 — 1993
Busness Administration
Adam Marcellus's Trilogy Financial Services Experience May 2011 - September 2012
Job Loomis Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company February 2015 - Present
Merrill Lynch September 2012 - Present
Trilogy Financial Services May 2011 - September 2012
SEI Investments July 2008 - April 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Business Administration: Management
Loomis, Sayles & Company February 2015 - Present
Merrill Lynch September 2012 - Present
Trilogy Financial Services May 2011 - September 2012
SEI Investments July 2008 - April 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Business Administration: Management
Jason Galardy's Trilogy Financial Services Experience February 2009 - January 2014
Job Vice President at NettWorth Financial Group
Industry Financial Services
Experience
NettWorth Financial Group January 2014 - Present
Trilogy Financial Services February 2009 - January 2014
The Ayco Company, L.P., a Goldman Sachs Company July 2005 - November 2008
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts (BA), Finance
NettWorth Financial Group January 2014 - Present
Trilogy Financial Services February 2009 - January 2014
The Ayco Company, L.P., a Goldman Sachs Company July 2005 - November 2008
Education
University of Maryland College Park 2001 — 2005
Bachelor of Arts (BA), Finance
Jordan Yap's Trilogy Financial Services Experience 2008 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2009 - 2013
Trilogy Financial Services 2008 - 2009
Skills
Computer Proficiency, Financial Services, Wealth Management, Investment Advisory, Client Rapport
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Science (BS), Sociology
JPMorgan Chase 2009 - 2013
Trilogy Financial Services 2008 - 2009
Skills
Computer Proficiency, Financial Services, Wealth Management, Investment Advisory, Client Rapport
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Science (BS), Sociology