WealthPLAN Company
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WealthPLAN Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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