Ubiquity Retirement + Savings
Industry: Company
DescriptionFounded: 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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