WealthPLAN Company

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WealthPLAN Employees

Employee
Years
Job
Industry
Nicole Ramos Takemoto Nicole Ramos Takemoto San Francisco Bay Area Details
Nicole Ramos Takemoto's WealthPLAN Experience January 2015 - Present
Job Associate at WealthPLAN
Industry Law Practice
Experience
WealthPLAN   January 2015 - Present
Law Office of Nicole Ramos Takemoto   January 2014 - December 2014
Leibovitz Goodwin Law Group   January 2012 - August 2013
Haas & Najarian   September 2008 - June 2010
Board of Equalization Tax Appeal Assistance Program   June 2007 - November 2008
Law Foundation of Silicon Valley  2006 - 2006
Hubbard and Ebert LLP   2003 - 2005

Skills
Estate Planning, Legal Research, Tax, Legal Writing, Trusts, Tax Law, Legal Advice, Wills, Estate Administration, Estate Tax Planning, Property Tax

Education
Golden Gate University, School of Law   2009 — 2010
LL.M. with honors, Taxation

Golden Gate University, School of Law   2005 — 2008
J.D.

University of California, Santa Cruz   1999 — 2003
Bachelor of Arts (B.A.), Legal Studies

Beverley Harrelson Beverley Harrelson San Jose, California Details
Beverley Harrelson's WealthPLAN Experience June 2001 - April 2004
Job Audit Compliance Manager
Industry Construction
Experience
Precision Drilling, Inc.   January 2015 - Present
Precision Drilling, Inc.   April 2010 - Present
Koning & Associates Independent Insurance Adjusters serving California, Nevada & Arizona   2013 - April 2014
Saratoga Kitchen & Bath Design, Inc.   October 2010 - February 2013
CC Interior Design Firm   March 2007 - October 2010
ARAMARK Refreshment Services  July 2004 - September 2006
Santa Clara University  July 2004 - June 2005
WealthPLAN   June 2001 - April 2004
University of Phoenix  June 1999 - February 2001
Lucky's Market  January 1990 - June 1999

Skills
Accounts Payable, Accounts Receivable, Invoicing, Accounting, Bank Reconciliation, Budgets, Human Resources, Finance, Accruals, Financial Analysis, Bookkeeping, ADP Payroll, Fixed Assets, Cash Management, General Ledger, Payroll, Microsoft Excel, Customer Service, Team Building, Leadership, Training, Financial Statements, Employee Benefits, Analysis, Hiring, Project Management, Recruiting, Microsoft Word, Insurance, Management, Account Reconciliation, Microsoft Office, Employee Relations, Strategic Planning, Time Management, Outlook, Financial Reporting, Internal Controls, Financial Accounting

Education
University of Phoenix, San Jose   1999 — 2006
Bachelor of Science (B.S.), Accounting

University of Phoenix   1999 — 2004
Bachelor of Science (BS), Business Administration and Management

Live Oak High School   1991 — 1992
General, High School/Secondary Diplomas and Certificates

Orestimba High School (Newman, cA)   1989 — 1991
General, General Studies

Cassie Buchner Cassie Buchner Mountain View, California Details
Cassie Buchner's WealthPLAN Experience November 2010 - December 2011
Job Content Writer at Google
Industry Writing and Editing
Experience
CDI Talent & Technology Solutions  May 2015 - Present
Yahoo  November 2013 - February 2015
AAE Systems, Inc.   January 2011 - November 2013
WealthPLAN   November 2010 - December 2011
Butte County Superior Court  September 2007 - October 2009

Skills
Editing, Software Documentation, Technical Writing, Microsoft Office, Marketing, Proposal Writing, Writing, Project Management, Web Content, Proofreading, Customer Service, Marketing Copy, Social Networking, Management, Marketing Communications, Adobe Acrobat, SnagIt, User Manual Development, Company Brochures, Civil Engineering, HTML 5, Technical Presentations, Visio, Quality Assurance, Intranet, Knowledge Base, InDesign, Photoshop, Windows 7, Mac OS, ServiceNow

Education
UC Santa Cruz   2011 — 2013
Certificate, Technical Writing and Communications

CSU Chico   2003 — 2007
Bachelor of Arts (B.A.), English

Courtney Turner Courtney Turner San Francisco Bay Area Details
Courtney Turner's WealthPLAN Experience July 2010 - January 2011
Job Ow Properties/University Business Park
Industry Commercial Real Estate
Experience
University Business Park/Ow Properties   January 2012 - Present
King's Village Shopping Center   September 2013 - Present
Benett & Becker   January 2011 - December 2011
WealthPLAN   July 2010 - January 2011

Skills
Litigation, Legal Research, Microsoft Office, Foreclosures, Buyer Representation, Real Estate, REO, Start-ups, Public Relations, Microsoft Word

Education
California State University-Hayward   2000 — 2003
Bachelor of Science (B.S.), Criminal Justice Administration

Francisco España Francisco España Mammoth Lakes, California Details
Francisco España's WealthPLAN Experience August 2001 - February 2004
Job IT Network Administrator
Industry Information Technology and Services
Experience
Superior Court of California  October 2013 - Present
Silicon Valley Power  December 2003 - November 2012
WealthPLAN   August 2001 - February 2004
Applied Materials  January 2003 - December 2003
NCS Pearson  October 1996 - September 2001

Skills
VMware, Cisco Technologies, Active Directory, Network Administration, Servers, Troubleshooting, Microsoft Exchange, Networking, Printers, Technical Support, Symantec Endpoint..., Server Administration, Microsoft Office, System Administration, Hardware, Desktop Computers, Windows 7, Norton Ghost, System Deployment, Software Installation, Print Servers, LAN-WAN, Antivirus, Help Desk Support, Testing, Software Documentation, Windows Server, Server 2000-2008, Databases, Telecommunications, Backup Exec, Computer Hardware, WSUS, Network Security, Dell PowerEdge Servers, Virtualization, Symantec System Recovery, Symantec Ghost Solution..., AVG, Cisco VoIP

Education
University of California, Santa Cruz
Bachelor of Arts (BA), Biology

Leanna Nolasco Leanna Nolasco San Francisco Bay Area Details
Leanna Nolasco's WealthPLAN Experience 2011 - 2012
Job Administrative Business Partner at Google
Industry Marketing and Advertising
Experience
Google  August 2015 - Present
Amazon Lab126  November 2013 - July 2015
King and Spalding  November 2012 - November 2013
WealthPLAN   2011 - 2012

Skills
Lexis, Legal Writing, Legal Research, Westlaw, Corporate Law, Litigation, PowerPoint, Microsoft Excel, Microsoft Word, Litigation Support, Legal Assistance, Trademarks, Intellectual Property

Education
University of California, Berkeley   2006 — 2011
Bachelor of Art, Comparative Literature: Medieval German Literature and English

Julie Sowards SriRanga, J.D. Julie Sowards SriRanga, J.D. Campbell, California Details
Julie Sowards SriRanga, J.D.'s WealthPLAN Experience January 2014 - March 2014
Job Paralegal pending Bar results at Sowards Law Firm
Industry Law Practice
Experience
Sowards Law Firm   January 2014 - Present
WealthPLAN   January 2014 - March 2014
Sowards Law Firm   2010 - 2013
AAA Business Supplies & Interiors  2008 - 2009
Blue Coat Systems  2007 - 2008

Skills
Sales, Account Management, Negotiation, Salesforce.com, Lead Generation, Sales Process, Contract Negotiation, Public Speaking, Direct Sales, Solution Selling, Cold Calling, Customer Service, Enterprise Software, Recruiting, Estate Planning, Management, Human Resources, CRM

Education
Lincoln Law School   2010 — 2014
J.D., Law

California State University-Long Beach   2004 — 2006
B.A., Communications; (focus: Interpersonal and Organizational)

West Valley College   2002 — 2004
A.A., Liberal Arts

Anne Nishiura Anne Nishiura San Jose, California Details
Anne Nishiura's WealthPLAN Experience 2002 - 2009
Job Paralegal at Hopkins & Carley
Industry Law Practice
Experience
Hopkins & Carley  January 2011 - Present
Royse Law Firm  March 2010 - January 2011
WealthPLAN   2002 - 2009
Wilson Sonsini Goodrich and Rosati  1999 - 2001

Skills
Estate Planning, Probate, Legal Research, Corporate Law, Real Estate, Trusts, Estate Administration, Notary Public, Legal Writing, Civil Litigation, Legal Assistance, Litigation, Wills

Education
University of California, Davis   1994 — 1998
BA, Political Science

Adam Ferguson Adam Ferguson San Francisco Bay Area Details
Adam Ferguson's WealthPLAN Experience 2006 - October 2007
Job Attorney at Pelosi & Ferguson, LLP
Industry Law Practice
Experience
Pelosi & Ferguson, LLP   October 2007 - Present
Leadership Morgan Hill   September 2012 - September 2013
WealthPLAN   2006 - October 2007
Rusconi, Foster and Thomas   2004 - 2007
Superior Court of California, County of Santa Clara  January 2006 - May 2006
Sanmina - SCI  2005 - 2006

Skills
Estate Planning, Litigation, Estate Administration, Trusts, Conservatorships, Corporate Law, Real Estate, Property Law, Estate Tax Planning, Appeals, Wills, Estate Law, Powers of Attorney, Alternative Dispute..., Trials

Education
Santa Clara University School of Law   2003 — 2006
Juris Doctorate

California State University-Chico   2001 — 2003
Bachelor of Arts, Political Science

Ann Craig Ann Craig San Francisco Bay Area Details
Ann Craig's WealthPLAN Experience September 2009 - January 2013
Job Attorney at Calone and Harrel Law Group, LLP
Industry Legal Services
Experience
Calone & Harrel Law Group, LLP   February 2013 - Present
WealthPLAN   September 2009 - January 2013
Wealth Preservation Services   May 2009 - September 2009
Morgan Law Offices, APC   May 2004 - November 2007
Mid-Peninsula Housing Coalition  October 2002 - May 2004
FaciliCorp  2000 - 2002

Skills
Estate Planning, Estate Administration, Estate Tax Planning, Trust Services, Probate Litigation, Business Entity..., Gift Tax Planning, Generation Skipping..., Tax Returns, Guardianship, Legal Writing, Gift Tax, Business, Litigation, Legal Research, Wills, Trusts, Estate Law, Courts, Legal Issues

Education
Golden Gate University, School of Law   2008 — 2009
Ll.M., Federal Tax Law

Lincoln Law School of San Jose   2005 — 2008
Juris Doctor, Law

Santa Clara University School of Law   2003 — 2004
Law

University of Phoenix   2001 — 2003
Bachelors of Science, Business Management

Paul Ferreris Paul Ferreris San Francisco Bay Area Details
Paul Ferreris's WealthPLAN Experience January 2012 - December 2012
Job Systems Reporting Analyst at Stanford University
Industry Financial Services
Experience
Stanford University  February 2014 - Present
Stanford University  November 2012 - February 2014
WealthPLAN   January 2012 - December 2012
Bellevue University  May 2008 - November 2011
Werner Enterprises  April 2007 - May 2008
Enterprise Rent-A-Car  June 2004 - April 2007
City of Goodyear, AZ   March 2000 - August 2002

Skills
PeopleSoft, Leadership, Payroll, Accounts Receivable, Human Resources, Customer Service, Team Building, Training, Analysis, Financial Analysis, Access, Budgets, Accounts Payable, Accounting, Microsoft Excel, Team Leadership, Strategic Planning, Policy, Program Management, Time Management, Invoicing, Finance, Vendor Management, Customer Satisfaction, Teamwork, Change Management, Managerial Finance, Creative Problem Solving, Account Reconciliation, Financial Reporting, Pivot Tables, Relationship Management, Online Advertising, Vendor Relationships, Vendor Contracts, Third Party Billing, Third Party Collections, PCLaw, Time Matters, AS400 system, Performance Metrics, Educational Leadership, Financial Audits, Collections, Peoplesoft Campus..., BI Publisher, Tableau, PS Query, Business Intelligence, Salesforce.com

Education
Capella University   2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Business/Management, 4.5

Bellevue University   2010 — 2012
Masters of Science, Organizational Performance

Bellevue University   2008 — 2010
BS, Human Resource Management

Metropolitan Community College   2006 — 2008
Associate Degree, Accounting

High School   1998 — 2002
High School Degree, Accounting and Finance

Jean Claude (JJ) B. Mallein, Jr. Jean Claude (JJ) B. Mallein, Jr. San Francisco Bay Area Details
Jean Claude (JJ) B. Mallein, Jr.'s WealthPLAN Experience January 2007 - July 2014
Job Attorney at Syntero Group
Industry Legal Services
Experience
Syntero Group   September 2015 - Present
Youngman & Ericsson   August 2014 - August 2015
WealthPLAN   January 2007 - July 2014
Golden Gate University School of Law  August 2003 - December 2006
Boreal Mountain Resort  November 1994 - May 1998

Skills
Estate Planning, Estate Tax Planning, Tax, Succession Planning, Litigation, Corporate Law, Estate Administration, Trusts, Real Estate

Education
Golden Gate University, School of Law   2006 — 2007
LLM, Taxation with emphasis in Estate Planning

Golden Gate University, School of Law   2003 — 2007

Golden Gate University   2005 — 2006
MBA

California State University-Hayward - School of Business and Economics   2001 — 2003
BS, Business with Marketing Option

Andrew Reys Andrew Reys San Francisco Bay Area Details
Andrew Reys's WealthPLAN Experience October 2007 - January 2008
Job Director of Operations at The Princeton Review
Industry Education Management
Experience
Home  December 2011 - Present
The Princeton Review  September 2010 - December 2011
The Princeton Review  March 2008 - August 2010
WealthPLAN   October 2007 - January 2008
WealthPLAN   May 2007 - October 2007
WealthPLAN   October 2006 - April 2007

Skills
Legal Research, Public Speaking, Research, Event Planning, Community Outreach, Editing, Higher Education, Social Media, Microsoft Office, Teaching, Training, Project Management, PowerPoint

Education
University of California, Santa Cruz   2003 — 2005
BA, Politics

Heather LEDGERWOOD Heather LEDGERWOOD San Francisco Bay Area Details
Heather LEDGERWOOD's WealthPLAN Experience October 2013 - Present
Job Attorney Trust & Probate Administration at WealthPLAN
Industry Legal Services
Experience
WealthPLAN   October 2013 - Present
Law Offices of Heather Ledgerwood   December 2006 - October 2013
Jon R. Parsons Law Firm   December 2006 - April 2013

Skills
Litigation, Legal Research, Legal Writing, Civil Litigation, Courts, Wills, Trusts, Tax Law, Probate Court, Trust Litigation, Trust Administration, Powers of Attorney, Advanced Health Care..., Guardianships, Conservatorships, Emancipations, Stale Trusts, Wine Law, Special Education, Guardianship, Discrimination, Legal Assistance, Dispute Resolution, Legal Advice, Estate Administration, Estate Planning, Mediation, Appeals, Elder Law, Employment...

Education
Golden Gate University, School of Law   2009 — 2010
Master of Laws (LLM), Tax Law/Taxation

Golden Gate University, School of Law   2003 — 2006
JD/LLM, Tax Law/Taxation, Estate Planning, Trust Administration

University of California, San Diego   1988 — 1993
Psychology, Japanese

Carol Marco Carol Marco Greater St. Louis Area Details
Carol Marco's WealthPLAN Experience June 2001 - May 2005
Job Teacher at Fort Zumwalt S.D.
Industry Education Management
Experience
Fort Zumwalt S.D.   August 2006 - Present
Rockwood School District  August 2005 - May 2006
WealthPLAN   June 2001 - May 2005

Skills
Educational Leadership, Classroom, Teacher Training, K-12, Tutoring, Teaching, Special Education, Language Arts, Social Studies, Staff Development, ESL, Instructional Technology

Education
University of Missouri-Saint Louis   1998 — 2000
BS, Education

Katrina Garibaldi Katrina Garibaldi San Francisco Bay Area Details
Katrina Garibaldi's WealthPLAN Experience December 2003 - July 2004
Job Corporate Counsel
Industry Law Practice
Experience
Oracle  September 2009 - Present
Fernandez & Associates LLP  April 2009 - July 2009
Sun Microsystems  June 2007 - December 2007
Symantec  June 2006 - February 2007
Oracle  July 2004 - July 2005
WealthPLAN   December 2003 - July 2004
Indian Motorcycle Company  February 2003 - August 2003
Wilson Sonsini Goodrich and Rosati  July 2000 - August 2002

Education
Santa Clara University School of Law   2006 — 2008
JD, Law, Intellectual Property, High Technology

Santa Clara University   2001 — 2004
BA, English Major, History Minor, Medieval & Renaissance Minor

The University of Connecticut School of Law

Jared Weinman Jared Weinman San Francisco Bay Area Details
Jared Weinman's WealthPLAN Experience May 2015 - Present
Job Associate at WealthPLAN
Industry Law Practice
Experience
WealthPLAN   May 2015 - Present
Thoits Law   November 2014 - May 2015
The Guterman Tax Law Firm   June 2014 - November 2014
Public Counsel  September 2012 - March 2014
California Attorney General's Office  May 2010 - August 2010
Otzma  September 2008 - June 2009
Cooliris  May 2008 - August 2008

Skills
Legal Writing, Research, Legal Research, Public Policy, Community Outreach, Litigation, Fundraising, Public Speaking, Editing, Intellectual Property, Social Media, Spanish, Corporate Law, Nonprofits, Tax, Tax Law, Westlaw, Lexis, Corporations, Employment Law, Real Estate, Bankruptcy, Corporate Tax, Choice Of Entity

Education
University of California, Los Angeles - School of Law   2009 — 2012
Doctor of Law (JD), Business Law - Taxation

University of Michigan   2004 — 2008
B.A., History

Karen Schulz Karen Schulz San Francisco Bay Area Details
Karen Schulz's WealthPLAN Experience 2007 - 2007
Job President/Attorney at Step Forward Foundation
Industry Law Practice
Experience
Law Office of Karen Schulz   January 2014 - Present
Katharine and George Alexander Community Law Center  October 2010 - Present
Step Forward Foundation   November 2006 - Present
Santa Clara Law Group   October 2011 - December 2013
Santa Clara University  October 2010 - May 2011
Katharine and George Alexander Community Law Center  August 2009 - May 2010
NextG Networks  July 2009 - April 2010
Littler Mendelson  March 2008 - November 2008
WealthPLAN   2007 - 2007

Skills
Litigation, Legal Writing, Immigration Law, Courts, Visas, Immigration Issues, Corporate Law, Document Review, Asylum, Legal Advice, Hearings, Naturalization, Legal Research, Westlaw, Legal Assistance, Appeals

Education
Santa Clara University School of Law   2007 — 2010
Juris Doctor

University of California, Los Angeles   2005 — 2006
B.A., Political Science

Adelphi University   2003 — 2005
Political Science

Anita DuJardin Anita DuJardin Morgan Hill, California Details
Anita DuJardin's WealthPLAN Experience April 2012 - April 2013
Job Trusts and Estates Paralegal at Anderson, Yazdi, Hwang, Minton + Horn, LLP
Industry Law Practice
Experience
Anderson Yazdi Hwang Minton + Horn LLP   January 2014 - Present
Carr McClellan  April 2013 - December 2013
WealthPLAN   April 2012 - April 2013
Noland Hamerly Etienne & Hoss  July 2005 - April 2012
Gregory Steinbis, CPA   October 2001 - July 2005

Skills
ABA Approved Legal..., Litigation, Corporate Law, Trusts, Legal Writing, Legal Research, Estate Law, Westlaw, Estate Administration

Education
The George Washington University   1994 — 1995
Legal Assistant Certification - ABA Approved, Center for Continuing Education

Santa Clara University School of Law   1981 — 1982

University of Illinois at Chicago   1978 — 1981
Bachelor of Arts (B.A.), Criminal Justice/Political Science