Ubiquity Retirement + Savings

Industry: Company

Description

Founded: 1999

Ubiquity Retirement + Savings List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ubiquity Retirement + Savings. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Ubiquity Retirement + Savings Employees

Employee
Years
Job
Industry
Christopher Jasinski Christopher Jasinski San Francisco Bay Area Details
Christopher Jasinski's Ubiquity Retirement + Savings Experience October 2014 - Present
Job Partner Development at Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings   October 2014 - Present
Ubiquity Retirement + Savings   January 2014 - September 2014
Education Nationale  2012 - 2013
Aspen Education Group  December 2010 - July 2012

Skills
401k, Lead Generation, Retirement, ERISA, Business Development, Integration Strategies, Partnership-building, Relationship Management, Salesforce.com, Research, French, Creative Writing, Editing, Lesson Planning, Teaching English as a..., Language Teaching, Teaching, Music, Foreign Languages, Classroom, Travel, Sports Coaching

Education
University of Massachusetts, Amherst   2006 — 2010
Bachelor’s Degree, Linguistics

Bonnie Gembrin, QKA Bonnie Gembrin, QKA San Francisco, California Details
Bonnie Gembrin, QKA's Ubiquity Retirement + Savings Experience August 2010 - Present
Job Partner Growth + Strategy Manager
Industry Financial Services
Experience
Ubiquity Retirement + Savings   August 2010 - Present
Jordan & Associates Retirement Services   December 2007 - August 2010

Skills
401k, Retirement, Employee Benefits, Small Business, Retirement Planning, Relationship Management, Retirement Plan..., Management, Financial Services, Mutual Funds, Investments, ERISA, Strategic Financial..., Financial Modeling, Portfolio Management, Banking, Financial Analysis, Asset Allocation, Pensions, Wealth Management, Financial Planning, Fixed Income

Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics

Nasrin Mazooji Nasrin Mazooji San Francisco Bay Area Details
Nasrin Mazooji's Ubiquity Retirement + Savings Experience January 2014 - Present
Job Compliance Manager at Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings   January 2014 - Present
Ubiquity Retirement + Savings   December 2013 - Present

Skills
Pensions, Retirement, Defined Benefit, Retirement Planning, 401k, Retirement Plan..., Profit Sharing, Pension Administration, Defined Contribution, Employee Benefits, Actuarial Science, ERISA, Pension Funds, Investments, Actuarial Consulting, Mutual Funds, Qualified Retirement..., Wealth Management, Estate Planning

Education
University of California, Santa Barbara   2008 — 2012
Bachelor of Science (B.S.), Cellular & Developmental Biology

Eric Preefer Eric Preefer New York, New York Details
Eric Preefer's Ubiquity Retirement + Savings Experience July 2014 - March 2015
Job Business Development at The Economist
Industry Publishing
Experience
The Economist  March 2015 - Present
Ubiquity Retirement + Savings   July 2014 - March 2015
T. Rowe Price  May 2013 - July 2014
T. Rowe Price  July 2012 - May 2013
T. Rowe Price  February 2011 - June 2012
Marriott International  September 2010 - February 2011

Skills
Mutual Funds, Sales, Investments, Series 6, 401k, Retirement Planning, Series 7, Series 63, Microsoft Office, Asset Allocation, Leadership, Salesforce.com, Account Management, Small Business, Consultative Selling..., Email Marketing, Social Media, Business Development, Marketing

Education
McDaniel College   2006 — 2010
Bachelor's Degree

Cresskill High School   2002 — 2006
High School

Mark Rentschler Mark Rentschler Portland, Oregon Details
Mark Rentschler's Ubiquity Retirement + Savings Experience May 2008 - August 2010
Job Digital Marketing Manager at Cedexis
Industry Marketing and Advertising
Experience
Cedexis  August 2014 - Present
Webtrends  June 2012 - August 2014
Ubiquity Retirement + Savings   May 2008 - August 2010
Ubiquity Retirement + Savings   October 2006 - May 2008
Forbes Magazine  June 2005 - June 2006
Gotlib Design   September 2004 - June 2005
Publishers Weekly  May 2003 - July 2003

Skills
Online Marketing, Email Marketing, SEO, Web Analytics, Salesforce.com, Marketo, Eloqua, Google Adwords, Product Development, Cost Accounting, Capital Budgeting, Online Advertising, Marketing Communications, Direct Marketing, Digital Marketing, B2B Marketing, Conversion Optimization, Marketing Automation, E-commerce, Marketing, Content Strategy, Online Lead Generation, Web Design, Database Marketing, Multi-channel Marketing, PPC, Lead Generation, Google Analytics, Mobile Marketing, Analytics, Web Marketing, Digital Strategy, Strategic Partnerships, Social Media Measurement, Integrated Marketing, CRM

Education
Portland State University - School of Business   2010 — 2012
Master of Business Administration (M.B.A.)

Colgate University   2000 — 2004
BA, English

The Calhoun School   1986 — 2000

Derrick Ly Derrick Ly San Francisco Bay Area Details
Derrick Ly's Ubiquity Retirement + Savings Experience June 2014 - August 2014
Job Account Coordinator at 3Q Digital
Industry Marketing and Advertising
Experience
3Q Digital, a Harte Hanks Company  August 2015 - Present
Koru, Inc  July 2015 - July 2015
LEWIS PR  January 2015 - June 2015
DreamWorks Animation  August 2014 - December 2014
LinkedIn  July 2014 - December 2014
Ubiquity Retirement + Savings   June 2014 - August 2014
UNIQLO  June 2013 - January 2014
Chapman University Career Development Center  January 2012 - January 2014
CASTA Paddle Surf Apparel   October 2012 - December 2012
First Graduate  May 2011 - August 2011

Skills
Social Media, Facebook, Event Planning, Social Networking, Public Relations, Marketing, Public Speaking, Social Media Marketing, Advertising, Microsoft Excel, Strategic Communications, Marketing Communications, PowerPoint, Microsoft Office, Corporate Communications, Microsoft Word, Media Relations, Customer Service, Press Releases, Time Management, Community Outreach, Teamwork, Sales, Event Management, Team Building, Microsoft PowerPoint, Analysis, Training, Management, Editing, Photoshop, Research, LinkedIn, Blogging, Critical Thinking, Collaboration, Volunteer Management, Nonprofits, Creative Writing, Strategy, Higher Education, Fundraising, Collaborative Problem..., Mentoring

Education
Chapman University   2011 — 2015
Bachelor's Degree, Strategic & Corporate Communication, Public Relations, & Marketing

Thammasat University   2014 — 2014
Public Relations, Advertising, and Applied Communication

Université Paris-Sorbonne   2013 — 2013
French Language and Literature

The Marin School   2007 — 2011
High School

Jennifer Nordmark Kmetz Jennifer Nordmark Kmetz San Jose, California Details
Jennifer Nordmark Kmetz's Ubiquity Retirement + Savings Experience October 2014 - Present
Job Client Success Consultant at The Online 401(k)
Industry Information Technology and Services
Experience
Ubiquity Retirement + Savings   October 2014 - Present
Layer42 Networks   March 2011 - October 2014
Aras Power Technologies   May 2012 - December 2013
AYSO  2012 - 2013
Kinestral Technologies, Inc  May 2011 - June 2012
JumpSport, Inc   August 2008 - March 2011
Yomtov Law Office   March 2005 - August 2008
P.F. Chang's China Bistro   March 2006 - August 2006
Mama Mia's Restorante Italiano   March 2005 - March 2006
Custom Pad and Partition   August 2004 - March 2005

Skills
General Ledger, Accounts Receivable, Accounts Payable, Payroll Processing, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Accounting, Microsoft Word, Inventory Management, PowerPoint, Financial Analysis, Data Entry, Google Docs, File Management, Facebook, QuickBooks, Fast Learner, SalesFoce, Bookkeeping, Journal Entries, Remote Deposit Capture, Salesforce.com, DocuSign, 401k, Healthcare Management, Sales Tax Returns, Bank Reconciliation, Credit Card Transaction..., 1099 Preparation, Chart of Accounts, Social Media, New Business Development, Time Management, Sales, Marketing, Management, Start-ups

Education
San Jose State University   2006 — 2010
Economics

De Anza College   2004 — 2006
AA, Art

Andrew Meadows Andrew Meadows San Francisco Bay Area Details
Andrew Meadows's Ubiquity Retirement + Savings Experience July 2015 - Present
Job VP of Brand + Culture at Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings   July 2015 - Present
Ubiquity Retirement +Savings   January 2011 - Present
The Online 401(k)   July 2004 - January 2011
The Online 401(k)   2004 - January 2011
The Online 401(k)   June 2004 - December 2010
SouthEastern Employee Benefit Services   2001 - 2004

Skills
Strategic Planning, Marketing Communications, Corporate Social Media..., Business Development, Product Development, Relationship Management, Sales, Corporate Social Media, Salesforce.com, 401k, New Business Development, Strategic Partnerships, SaaS, Small Business, Retirement, Marketing, Retirement Planning, B2B Marketing, Marketing Strategy, Social Media, Project Management, Team Leadership, Cross-functional Team..., Lead Generation, Sales Process, Start-ups, Financial Services, Pensions, Retirement Plan..., Online Marketing, Email Marketing, Sales Presentations, Business Strategy, Strategy, Account Management, Business Planning, CRM, Defined Contribution, Entrepreneurship, Leadership, Employee Benefits, Product Marketing

Education
Appalachian State University   1996 — 2000
Bachelor of Science, Marketing & Applied Communication

Bernard Wang Bernard Wang San Francisco Bay Area Details
Bernard Wang's Ubiquity Retirement + Savings Experience November 2014 - Present
Job Accountant at Ubiquity Retirement + Savings
Industry Hospitality
Experience
Ubiquity Retirement + Savings   November 2014 - Present
Ubiquity Retirement + Savings   March 2014 - November 2014
TheOnline401(k)   September 2012 - March 2014
TheOnline401(k)   June 2012 - September 2012
Hilton Garden Inn San Francisco Airport North   September 2009 - January 2012
Omni Hotels  September 2008 - December 2008
Westin Hotels & Resorts  June 2008 - August 2008
Longs Drugs  December 2003 - May 2007

Skills
Hotels, Hotel Management, Hospitality, Event Management, Hospitality Management, Food & Beverage, Microsoft Office, Hospitality Industry, Front Office, Leadership, Management, Resorts, Banquets, Hiring, Customer Satisfaction

Education
San Francisco State University   2007 — 2009
BS, Hospitality Management

Brian Albiar Brian Albiar Austin, Texas Details
Brian Albiar's Ubiquity Retirement + Savings Experience July 2010 - Present
Job Sr. Retirement Plan Consultant at Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings   July 2010 - Present
Internal Revenue Service  January 2010 - July 2010
Albiar Financial, Inc.   January 2007 - September 2008
TD Waterhouse Investor Services  July 2002 - December 2005
Charles Schwab  May 2000 - July 2002

Skills
Retirement Planning, ERISA, Retirement, Retirement Plan..., 401k, Insurance, Management, Small Business, Finance, Analysis, Wealth Management, CRM, Investments, Employee Benefits, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Planning, Securities, Financial Analysis, Financial Services, Life Insurance, Asset Allocation, Microsoft Office, Relationship Management, Financial Risk

Education
St. Edward's University
Master of Business Administration (MBA) Candidate, Finance

Texas Tech University
Bachelors, Economics

David Yanagita David Yanagita San Francisco Bay Area Details
David Yanagita's Ubiquity Retirement + Savings Experience August 2008 - Present
Job Investment Integrity Specialist at Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings   August 2008 - Present
Wealth and Income Strategies   December 2007 - April 2008
AssetMark (Subsidiary of Genworth Financial, Inc.)   April 2005 - October 2007

Skills
401k

Education
San Francisco State University
Master of Business Administration (M.B.A.)

University of Oregon
Bachelor of Science (BS), Economics

Frank Salazar Frank Salazar Greater Los Angeles Area Details
Frank Salazar's Ubiquity Retirement + Savings Experience April 2014 - Present
Job Client Success Consultant at Ubiquity Retirement & Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings   April 2014 - Present
Frank Salazar Income Tax Service   January 1995 - Present
Transamerica  September 2007 - April 2014
SunAmerica  February 1998 - September 2007

Skills
Series 63, Series 6, Fixed Annuities, 401k, Retirement, Financial Services, Mutual Funds, Mortgage Lending, Retirement Planning, Investments, ARPC, Management, Relationship Management, Leadership, Risk Management, Customer Service, Pensions

Education
Azusa Pacific University
Bachelor of Science (B.S.), Business Administration and Management, General

Caitlin (Sullivan) Berg, M.A., OTR Caitlin (Sullivan) Berg, M.A., OTR San Francisco, California Details
Caitlin (Sullivan) Berg, M.A., OTR's Ubiquity Retirement + Savings Experience June 2014 - Present
Job Happiness Champion
Industry Health, Wellness and Fitness
Experience
Ubiquity Retirement + Savings   June 2014 - Present
Occupational Therapy Training Program (OTTP)   September 2013 - November 2013
Applied Ergonomics  March 2013 - March 2013
California Pacific Medical Center  June 2012 - August 2012
William Blair & Company  September 2008 - August 2010
BuzzLogic  June 2008 - August 2008
William Blair and Company  May 2004 - August 2007
Payson Casters, Inc.   June 2006 - August 2006

Skills
Marketing, Fundraising, Healthcare, Research, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Customer Service, Leadership, Rehabilitation

Education
University of Southern California   2011 — 2013
Master of Arts (M.A.), Occupational Therapy

Gonzaga University   2006 — 2008
Bachelor of Arts (B.A.), Political Science

Santa Clara University   2004 — 2006

Sean Dimalanta Sean Dimalanta San Francisco Bay Area Details
Sean Dimalanta's Ubiquity Retirement + Savings Experience September 2010 - Present
Job Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings   September 2010 - Present
Merrill Lynch  2009 - 2010
Promark Financial  December 2007 - July 2008
GunnAllen Financial  May 2006 - August 2007

Skills
Mutual Funds, Retirement Planning, Wealth Management, 401k, Retirement

Education
University of Florida   2001 — 2005
B.A., Economics

William Minogue William Minogue San Francisco, California Details
William Minogue's Ubiquity Retirement + Savings Experience February 2015 - Present
Job Manager Financial Operations at Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings   February 2015 - Present
CUNA Mutual Retirement Solutions  November 2014 - January 2015
Randstad Sourcing   April 2014 - September 2014
Ascensus  August 2012 - September 2013
ING  July 2008 - December 2012
ING (formerly Citigroup / State Street's retirement business)   1998 - July 2008
Citistreet (formally The Copeland Companies)   1998 - July 2008
Copeland Companies  1998 - 2000
DTCC (formally NSCC)   1997 - 1998

Skills
Risk Management, Financial Services, Financial Analysis, Asset Managment, Mutual Funds, Retirement, Business Analysis, Process Improvement, Securities, Microsoft Office, Employee Benefits, 401k, Asset Management, Insurance, Strategic Financial..., Budgets

Education
Pace University - Lubin School of Business   1990 — 1993
Associates, Accounting

Jenny Muliawan Jenny Muliawan San Francisco, California Details
Jenny Muliawan's Ubiquity Retirement + Savings Experience June 2014 - Present
Job People + Culture Specialist
Industry Human Resources
Experience
Ubiquity Retirement + Savings   June 2014 - Present
Union Bank  2013 - 2013
Dyson  June 2012 - August 2012
THE MARK HOTEL  December 2010 - January 2011

Skills
Mandarin, PowerPoint, Microsoft Excel, Photoshop, Microsoft Office, Microsoft Word, Research, InDesign, Statistics, Social Media, Facebook, Event Planning, Social Networking, Data Analysis

Education
University of California, Berkeley   2009 — 2014
B.A., Cognitive Science

National Taiwan University   2013 — 2013
Chinese Studies

Rowland High School

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