West Coast Financial
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18 West Coast Financial employees in database. Find out everything there's to know about West Coast Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
West Coast Financial Employees
Employee
Years
Job
Industry
Teresa Woo Teresa Woo's West Coast Financial Experience July 2012 - August 2012
Job Student at University of San Francisco
Industry Pharmaceuticals
Experience
Shengkee bakery July 2011 - May 2013
West Coast Financial July 2012 - August 2012
Skills
Chemistry, Sales, Clerical Skills, Laboratory Skills, Data Analysis, Data Entry
Education
University of San Francisco 2013 — 2015
Foothill College 2011 — 2013
Shengkee bakery July 2011 - May 2013
West Coast Financial July 2012 - August 2012
Skills
Chemistry, Sales, Clerical Skills, Laboratory Skills, Data Analysis, Data Entry
Education
University of San Francisco 2013 — 2015
Foothill College 2011 — 2013
Stephanie Amon Stephanie Amon's West Coast Financial Experience December 2011 - December 2012
Job Interpretive Programs for Cultural Education | Afterimage Contributing Writer
Industry Museums and Institutions
Experience
Afterimage: The Journal of Media Arts & Cultural Criticism January 2015 - Present
Santa Barbara Museum Of Art September 2011 - August 2015
Santa Barbara Museum of Art March 2014 - August 2014
wall space gallery September 2013 - April 2014
West Coast Financial December 2011 - December 2012
Cedar Chest June 2010 - July 2011
Student Union Art Gallery September 2007 - September 2010
École Saint-Germain de Charonne March 2009 - May 2009
Anthropology Department September 2008 - December 2008
Sociology Department August 2008 - December 2008
Skills
Academic Writing, Museum Education, Cultural Anthropology, Critical Theory, Tutoring, Art Handling, Gender Studies, Research, Teaching Adults, Art Criticism, Editing, Teaching, History, Art, Art Exhibitions, History of Photography, Fine Art Photography, Creative Nonfiction..., Book Reviews, Exhibition Reviews, Permanent Collections, Art Framing, Visual Literacy, Photography
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor’s Degree, Anthropology
Université Denis Diderot (Paris VII) / University Paris VII 2009 — 2009
Study Abroad Program, Film Studies, French Studies
Five College Consortium 2010 — 2011
Domestic Exchange
Afterimage: The Journal of Media Arts & Cultural Criticism January 2015 - Present
Santa Barbara Museum Of Art September 2011 - August 2015
Santa Barbara Museum of Art March 2014 - August 2014
wall space gallery September 2013 - April 2014
West Coast Financial December 2011 - December 2012
Cedar Chest June 2010 - July 2011
Student Union Art Gallery September 2007 - September 2010
École Saint-Germain de Charonne March 2009 - May 2009
Anthropology Department September 2008 - December 2008
Sociology Department August 2008 - December 2008
Skills
Academic Writing, Museum Education, Cultural Anthropology, Critical Theory, Tutoring, Art Handling, Gender Studies, Research, Teaching Adults, Art Criticism, Editing, Teaching, History, Art, Art Exhibitions, History of Photography, Fine Art Photography, Creative Nonfiction..., Book Reviews, Exhibition Reviews, Permanent Collections, Art Framing, Visual Literacy, Photography
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor’s Degree, Anthropology
Université Denis Diderot (Paris VII) / University Paris VII 2009 — 2009
Study Abroad Program, Film Studies, French Studies
Five College Consortium 2010 — 2011
Domestic Exchange
Jeremy Runnels, CFP® Jeremy Runnels, CFP®'s West Coast Financial Experience 2013 - Present
Job Financial Analyst at West Coast Financial
Industry Investment Management
Experience
West Coast Financial 2013 - Present
Skills
Financial Advisory, Wealth, Financial Planners, Personal Finance, Investment Advisory, Wealth Management..., 401k, Financial Goals, Personal Financial..., High Net Worth..., Estate Planning, IRAs, Series 65, 401k Rollovers
Education
Antioch University-Santa Barbara 2012 — 2013
Bachelor of Arts (B.A.), Liberal Arts with a concentration in Business Management and Leadership, and Entrepreneurship, 4.0
Santa Barbara City College
Associate's degree, Economics
West Coast Financial 2013 - Present
Skills
Financial Advisory, Wealth, Financial Planners, Personal Finance, Investment Advisory, Wealth Management..., 401k, Financial Goals, Personal Financial..., High Net Worth..., Estate Planning, IRAs, Series 65, 401k Rollovers
Education
Antioch University-Santa Barbara 2012 — 2013
Bachelor of Arts (B.A.), Liberal Arts with a concentration in Business Management and Leadership, and Entrepreneurship, 4.0
Santa Barbara City College
Associate's degree, Economics
kailani fao kailani fao's West Coast Financial Experience April 2008 - February 2011
Job greeting members,assisting customers at Facebook
Industry Consumer Services
Rita Mahaney Rita Mahaney's West Coast Financial Experience February 2006 - Present
Job at
Industry Financial Services
Experience
Legal Doc's "R" US January 2007 - Present
West Coast Financial February 2006 - Present
Diamond Power February 1981 - Present
RM Credit & Mortgage January 1978 - Present
City of Lancaster, Ohio February 1972 - July 1978
Skills
Strategic Planning, Business Strategy, Coaching, Finance, Investments, Real Estate, Selling, Strategic Financial..., Mortgage Lending, Loans, Small Business, Training, Investment Properties, Sales Management, Marketing
Education
Lakeview College llinois 1961 — 1965
Solano Community College
Finance, General
Legal Doc's "R" US January 2007 - Present
West Coast Financial February 2006 - Present
Diamond Power February 1981 - Present
RM Credit & Mortgage January 1978 - Present
City of Lancaster, Ohio February 1972 - July 1978
Skills
Strategic Planning, Business Strategy, Coaching, Finance, Investments, Real Estate, Selling, Strategic Financial..., Mortgage Lending, Loans, Small Business, Training, Investment Properties, Sales Management, Marketing
Education
Lakeview College llinois 1961 — 1965
Solano Community College
Finance, General
Randy Sabbara Randy Sabbara's West Coast Financial Experience January 2008 - January 2010
Job Owner at Student Loan Repair Group
Industry Education Management
Experience
Student Loan Repair Group 2014 - Present
HomeStreet Bank November 2013 - January 2014
Bank of America September 2013 - December 2013
National Residential Mortgage, A Heartland Financial USA Company August 2012 - October 2013
West Coast Marketing Group Inc January 2010 - July 2012
West Coast Financial January 2008 - January 2010
Mortgage Options Financial, Inc January 2002 - January 2008
Emilio’s Beverage Warehouse January 1997 - January 2002
Skills
Portfolio Management, Strategic Financial..., Business Development, Small Business, Loan Origination, Residential Mortgages, Investments, Asset Managment, Investment Strategies, Investment Management, Underwriting, Alternative Investments, Business, Asset Management, Insurance, Budgets, Short Sales, HUD, Sales Management, Banking, Residential Homes, Property, Real Estate Transactions, First Time Home Buyers, Real Estate, Management, Finance
Education
Cypress College
finance industry
Student Loan Repair Group 2014 - Present
HomeStreet Bank November 2013 - January 2014
Bank of America September 2013 - December 2013
National Residential Mortgage, A Heartland Financial USA Company August 2012 - October 2013
West Coast Marketing Group Inc January 2010 - July 2012
West Coast Financial January 2008 - January 2010
Mortgage Options Financial, Inc January 2002 - January 2008
Emilio’s Beverage Warehouse January 1997 - January 2002
Skills
Portfolio Management, Strategic Financial..., Business Development, Small Business, Loan Origination, Residential Mortgages, Investments, Asset Managment, Investment Strategies, Investment Management, Underwriting, Alternative Investments, Business, Asset Management, Insurance, Budgets, Short Sales, HUD, Sales Management, Banking, Residential Homes, Property, Real Estate Transactions, First Time Home Buyers, Real Estate, Management, Finance
Education
Cypress College
finance industry
Richard De La Madrid Richard De La Madrid's West Coast Financial Experience June 2004 - December 2008
Job Community Service Counselor at Service Corporation International
Industry Individual & Family Services
Experience
Service Corporation International December 2011 - Present
Keller Williams Real Estate March 2009 - September 2011
Bank of America August 2010 - April 2011
West Coast Financial June 2004 - December 2008
Skills
Inside Sales, Sales Management, Customer Relations, Counseling
Education
UCLA 1979 — 1983
BA, Sales and Marketing
Service Corporation International December 2011 - Present
Keller Williams Real Estate March 2009 - September 2011
Bank of America August 2010 - April 2011
West Coast Financial June 2004 - December 2008
Skills
Inside Sales, Sales Management, Customer Relations, Counseling
Education
UCLA 1979 — 1983
BA, Sales and Marketing
Jack Rabuck Jack Rabuck's West Coast Financial Experience May 2013 - Present
Job Associate at West Coast Financial
Industry Investment Management
Experience
West Coast Financial May 2013 - Present
Seeking Alpha June 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Statistics, Microsoft Excel, Public Speaking, Microsoft Word, Higher Education, Financial Analysis, Time Management
Education
University of Illinois at Urbana-Champaign 2008 — 2012
BS, Finance, General
West Coast Financial May 2013 - Present
Seeking Alpha June 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Statistics, Microsoft Excel, Public Speaking, Microsoft Word, Higher Education, Financial Analysis, Time Management
Education
University of Illinois at Urbana-Champaign 2008 — 2012
BS, Finance, General
Jim Stoddard, MBA, ChFC, CLU Jim Stoddard, MBA, ChFC, CLU's West Coast Financial Experience 2002 - 2004
Job CEO at Incight Financial Alliance
Industry Financial Services
Experience
Incight Financial Alliance January 2015 - Present
Incight Strategic Consulting April 2012 - Present
University of South Florida - St. Petersburg June 2013 - Present
Transamerica Life and Protection January 2006 - April 2012
WFG Reinsurance, Limited 2006 - April 2012
Investment Advisors International 2006 - 2008
Western Reserve Life 2004 - 2006
West Coast Financial 2002 - 2004
Great Companies, LLC 2000 - 2002
Franklin Templeton Investments 1993 - 1998
Skills
Strategic Planning, Start-ups, Business Development, Entrepreneurship, Management, Retirement Planning, Business Strategy, Business Planning, Team Building, Risk Management, Marketing Strategy, Sales Management, New Business Development, Coaching, Team Leadership, Process Improvement, Fixed Annuities, Investments, Management Consulting, Insurance, Marketing, Mutual Funds, Business Analysis
Education
University of South Florida 1998 — 2000
MBA, Entrepreneurship, International Business, Management
University of South Florida 1991 — 1994
BA, Finance, Economics
The American College 2008 — 2008
CLU, Insurance
The American College 2006 — 2007
ChFC, Financial Planning
Incight Financial Alliance January 2015 - Present
Incight Strategic Consulting April 2012 - Present
University of South Florida - St. Petersburg June 2013 - Present
Transamerica Life and Protection January 2006 - April 2012
WFG Reinsurance, Limited 2006 - April 2012
Investment Advisors International 2006 - 2008
Western Reserve Life 2004 - 2006
West Coast Financial 2002 - 2004
Great Companies, LLC 2000 - 2002
Franklin Templeton Investments 1993 - 1998
Skills
Strategic Planning, Start-ups, Business Development, Entrepreneurship, Management, Retirement Planning, Business Strategy, Business Planning, Team Building, Risk Management, Marketing Strategy, Sales Management, New Business Development, Coaching, Team Leadership, Process Improvement, Fixed Annuities, Investments, Management Consulting, Insurance, Marketing, Mutual Funds, Business Analysis
Education
University of South Florida 1998 — 2000
MBA, Entrepreneurship, International Business, Management
University of South Florida 1991 — 1994
BA, Finance, Economics
The American College 2008 — 2008
CLU, Insurance
The American College 2006 — 2007
ChFC, Financial Planning
Teresa Woo Teresa Woo's West Coast Financial Experience July 2012 - August 2012
Job Student at University of San Francisco
Industry Pharmaceuticals
Experience
Theravance Biopharma, Inc. May 2014 - August 2014
Shengkee Bakery July 2011 - May 2013
West Coast Financial July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Teamwork, Customer Service, Facebook, Time Management, Sales, Data Entry, Leadership, Cashiering, Data Analysis, Critical Thinking
Education
University of San Francisco 2013 — 2015
Chemistry with Concentration in Biochemistry
Foothill College 2011 — 2013
Chemistry
Theravance Biopharma, Inc. May 2014 - August 2014
Shengkee Bakery July 2011 - May 2013
West Coast Financial July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Teamwork, Customer Service, Facebook, Time Management, Sales, Data Entry, Leadership, Cashiering, Data Analysis, Critical Thinking
Education
University of San Francisco 2013 — 2015
Chemistry with Concentration in Biochemistry
Foothill College 2011 — 2013
Chemistry
Steve Nichols MBA Steve Nichols MBA's West Coast Financial Experience February 2011 - Present
Job Agency Owner at Steve Nichols Financial Services
Industry Financial Services
Experience
West Coast Financial February 2011 - Present
Steve Nichols Financial Services January 2007 - Present
Skills
Public Speaking, Finance, Networking, Employee Benefits, Small Business, Analysis, Project Planning, Marketing, Team Building, Entrepreneurship, Sales, Leadership, Coaching, Customer Service, Marketing Strategy
Education
St. Petersburg College
University of Phoenix
MBA, Management
West Coast Financial February 2011 - Present
Steve Nichols Financial Services January 2007 - Present
Skills
Public Speaking, Finance, Networking, Employee Benefits, Small Business, Analysis, Project Planning, Marketing, Team Building, Entrepreneurship, Sales, Leadership, Coaching, Customer Service, Marketing Strategy
Education
St. Petersburg College
University of Phoenix
MBA, Management
Kachina Heil Kachina Heil's West Coast Financial Experience July 2008 - Present
Job Partner at West Coast Financial
Industry Real Estate
Experience
West Coast Financial July 2008 - Present
Montecito Property Company May 2007 - July 2008
MedBridge Development February 2001 - February 2007
Education
University of Puget Sound 1996 — 2000
BA, Psychology
West Coast Financial July 2008 - Present
Montecito Property Company May 2007 - July 2008
MedBridge Development February 2001 - February 2007
Education
University of Puget Sound 1996 — 2000
BA, Psychology
Seth Okun's West Coast Financial Experience 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Investment Management
Experience
West Coast Financial 2013 - Present
Morgan Stanley 2013 - 2013
Ankle & Foot Centers of Tampa Bay 1984 - 2007
Skills
Retirement Planning, Investments, Alternative Investments, Series 7, Asset Allocation, Investment Strategies, Asset Management, Equities, Mutual Funds
Education
University of South Florida 2007 — 2009
CERTIFIED FINANCIAL PLANNER™
Temple University School of Podiatric Medicine 1978 — 1982
Doctor of Podiatric Medicine
Union College 1974 — 1978
Bachelor's degree, Chemistry and Economics
West Coast Financial 2013 - Present
Morgan Stanley 2013 - 2013
Ankle & Foot Centers of Tampa Bay 1984 - 2007
Skills
Retirement Planning, Investments, Alternative Investments, Series 7, Asset Allocation, Investment Strategies, Asset Management, Equities, Mutual Funds
Education
University of South Florida 2007 — 2009
CERTIFIED FINANCIAL PLANNER™
Temple University School of Podiatric Medicine 1978 — 1982
Doctor of Podiatric Medicine
Union College 1974 — 1978
Bachelor's degree, Chemistry and Economics
Jessica Layman's West Coast Financial Experience April 2014 - Present
Job Financial Analyst at West Coast Financial
Industry Retail
Experience
West Coast Financial April 2014 - Present
West Coast Financial January 2013 - April 2014
Wells Fargo Bank April 2010 - January 2013
Wachovia, A Wells Fargo Company November 2009 - April 2010
Game Crazy January 2007 - November 2009
The Limited June 2006 - September 2006
JC Penney April 2005 - August 2005
Skills
Customer Service, Inventory Management, Loss Prevention, PowerPoint, Microsoft Word, Banking
Education
University of California, Santa Barbara 2005 — 2009
B.A, History
Moorpark High School 2001 — 2005
Graduated, 2005
West Coast Financial April 2014 - Present
West Coast Financial January 2013 - April 2014
Wells Fargo Bank April 2010 - January 2013
Wachovia, A Wells Fargo Company November 2009 - April 2010
Game Crazy January 2007 - November 2009
The Limited June 2006 - September 2006
JC Penney April 2005 - August 2005
Skills
Customer Service, Inventory Management, Loss Prevention, PowerPoint, Microsoft Word, Banking
Education
University of California, Santa Barbara 2005 — 2009
B.A, History
Moorpark High School 2001 — 2005
Graduated, 2005
Tatyana Homenko's West Coast Financial Experience May 2003 - January 2008
Job Bay area manufactured homes
Industry Real Estate
Experience
West Coast Financial May 2003 - January 2008
Education
Academy of Art University 2001 — 2003
West Coast Financial May 2003 - January 2008
Education
Academy of Art University 2001 — 2003
Joe Ferreira CFP ®'s West Coast Financial Experience August 2009 - Present
Job Financial Planner/Financial Analyst at West Coast Financial
Industry Financial Services
Experience
West Coast Financial August 2009 - Present
Northwestern Mutual April 2008 - July 2009
Santa Barbara Tutoring Services January 2005 - April 2008
Education
University of California, Santa Barbara 2006 — 2008
Technology Entreprenuership Certificate, Financial Mathematics & Statistics
University of California, Santa Barbara 2004 — 2008
B.S., Financial Mathematics and Statistics
West Coast Financial August 2009 - Present
Northwestern Mutual April 2008 - July 2009
Santa Barbara Tutoring Services January 2005 - April 2008
Education
University of California, Santa Barbara 2006 — 2008
Technology Entreprenuership Certificate, Financial Mathematics & Statistics
University of California, Santa Barbara 2004 — 2008
B.S., Financial Mathematics and Statistics
Realtor Lonie Dachnowski's West Coast Financial Experience June 2004 - February 2007
Job Realtor
Industry Real Estate
Experience
Remax Olson Estates July 2012 - Present
First Team Real Estate March 2011 - April 2012
RWR Homes, Inc September 2007 - March 2011
West Coast Financial June 2004 - February 2007
RWR Homes, Inc March 2000 - April 2004
Skills
Investment Properties, Real Estate, Single Family Homes, REO, Residential Homes, Investors, Real Estate Transactions, Foreclosures, Short Sales, First Time Home Buyers
Education
National University
Criminal Justice
Remax Olson Estates July 2012 - Present
First Team Real Estate March 2011 - April 2012
RWR Homes, Inc September 2007 - March 2011
West Coast Financial June 2004 - February 2007
RWR Homes, Inc March 2000 - April 2004
Skills
Investment Properties, Real Estate, Single Family Homes, REO, Residential Homes, Investors, Real Estate Transactions, Foreclosures, Short Sales, First Time Home Buyers
Education
National University
Criminal Justice