Western International Securities
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Western International Securities Employees
Employee
Years
Job
Industry
Elliott Grisham Elliott Grisham's Western International Securities Experience February 2009 - October 2009
Job Mortgage Loan Originator at Pinnacle Capital Mortgage Corp
Industry Primary/Secondary Education
Experience
Pinnacle Capital Mortgage Corp December 2014 - Present
Citi Personal Wealth Management December 2013 - September 2014
Merrill Lynch April 2012 - December 2013
Saint Marys College April 2009 - September 2012
Complete Business Services April 2010 - August 2011
Western International Securities February 2009 - October 2009
Skills
Investments, Financial Analysis, Series 7, Asset Managment, Investment Strategies, Wealth Management, Strategic Financial..., Mutual Funds, Portfolio Management, Retirement Planning, Financial Modeling, Alternative Investments, Series 66, Financial Planning
Education
Saint Mary's College of California 2009 — 2011
M.B.A., Business
San Diego State University-California State University 2002 — 2007
BA, Economics
Pinnacle Capital Mortgage Corp December 2014 - Present
Citi Personal Wealth Management December 2013 - September 2014
Merrill Lynch April 2012 - December 2013
Saint Marys College April 2009 - September 2012
Complete Business Services April 2010 - August 2011
Western International Securities February 2009 - October 2009
Skills
Investments, Financial Analysis, Series 7, Asset Managment, Investment Strategies, Wealth Management, Strategic Financial..., Mutual Funds, Portfolio Management, Retirement Planning, Financial Modeling, Alternative Investments, Series 66, Financial Planning
Education
Saint Mary's College of California 2009 — 2011
M.B.A., Business
San Diego State University-California State University 2002 — 2007
BA, Economics
Jaime Saucedo Jaime Saucedo's Western International Securities Experience January 2007 - August 2007
Job Senior Procurement Analyst
Industry Transportation/Trucking/Railroad
Experience
Metro-North Railroad June 2015 - Present
Los Angeles County Metropolitan Transportation Authority October 2013 - May 2015
Los Angeles Alliance for a New Economy October 2012 - October 2013
Freelance Graphic Designer May 2011 - March 2012
Pontrelli Timour & Associates December 2007 - January 2011
western international Securities January 2007 - August 2007
Skills
Microsoft Excel, Research, Analysis, Microsoft Office, Nonprofits, Social Media, Graphic Design, Adobe Creative Suite, Employee Benefits, Spanish, Access, Data Analysis, Financial Analysis, Market Research, Sales, Leadership, Bilingual-English/Spanis..., Claims Resolution, Financial Modeling, PowerPoint, Photography, Community Outreach, Cross-functional Team..., Communication Skills, Procurement Contracts, Transportation Contracts, Government Contracting, LexisNexis, Public Records (FOIA)...
Education
California State Polytechnic University-Pomona 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Metro-North Railroad June 2015 - Present
Los Angeles County Metropolitan Transportation Authority October 2013 - May 2015
Los Angeles Alliance for a New Economy October 2012 - October 2013
Freelance Graphic Designer May 2011 - March 2012
Pontrelli Timour & Associates December 2007 - January 2011
western international Securities January 2007 - August 2007
Skills
Microsoft Excel, Research, Analysis, Microsoft Office, Nonprofits, Social Media, Graphic Design, Adobe Creative Suite, Employee Benefits, Spanish, Access, Data Analysis, Financial Analysis, Market Research, Sales, Leadership, Bilingual-English/Spanis..., Claims Resolution, Financial Modeling, PowerPoint, Photography, Community Outreach, Cross-functional Team..., Communication Skills, Procurement Contracts, Transportation Contracts, Government Contracting, LexisNexis, Public Records (FOIA)...
Education
California State Polytechnic University-Pomona 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Nicholas Patino Nicholas Patino's Western International Securities Experience 2006 - November 2013
Job Vice President Brickell Global Advisory / Brickell Global Markets / Brickell Bank
Industry Financial Services
Experience
Brickell Global Advisory / Brickell Global Markets / Brickell Bank November 2013 - Present
Loyola Asset Management October 2006 - November 2013
Western International Securities 2006 - November 2013
Morgan Stanley Smith Barney March 2005 - October 2006
Skills
Financial Analysis, Financial Planning, Investments, Portfolio Management, Retirement Planning, Insurance, Securities, Annuities, Risk Management, Equities, Asset Management, Financial Modeling, Asset Allocation, Series 7, Series 24, Alternative Investments, Asset Managment, Finance, Investment Advisory, Strategic Financial..., Wealth Management
Education
University of Florida 2000 — 2004
BSBA, Economics
Belen Jesuit Preparatory 1996 — 2000
Brickell Global Advisory / Brickell Global Markets / Brickell Bank November 2013 - Present
Loyola Asset Management October 2006 - November 2013
Western International Securities 2006 - November 2013
Morgan Stanley Smith Barney March 2005 - October 2006
Skills
Financial Analysis, Financial Planning, Investments, Portfolio Management, Retirement Planning, Insurance, Securities, Annuities, Risk Management, Equities, Asset Management, Financial Modeling, Asset Allocation, Series 7, Series 24, Alternative Investments, Asset Managment, Finance, Investment Advisory, Strategic Financial..., Wealth Management
Education
University of Florida 2000 — 2004
BSBA, Economics
Belen Jesuit Preparatory 1996 — 2000
Richard Gilliland, CFP® Richard Gilliland, CFP®'s Western International Securities Experience February 1999 - Present
Job Executive Vice President at Western International Securities
Industry Financial Services
Experience
Western International Securities February 1999 - Present
Cerritos Economic Development Commission 2004 - 2007
Merrill Lynch October 1992 - February 1999
The Friends of Arts Education at the Cerritos Center for the Performing Arts 1993 - 1999
Marcus & Millichap October 1990 - October 1992
Skills
Investments, 401k, Financial Planning, Retirement Planning, Series 7, Wealth Management, Securities, Strategic Financial..., Estate Planning, Financial Advisory, Retirement
Education
University of California, Irvine 2003 — 2004
Certified Financial Planner®
Excelsior College
Finance
Western International Securities February 1999 - Present
Cerritos Economic Development Commission 2004 - 2007
Merrill Lynch October 1992 - February 1999
The Friends of Arts Education at the Cerritos Center for the Performing Arts 1993 - 1999
Marcus & Millichap October 1990 - October 1992
Skills
Investments, 401k, Financial Planning, Retirement Planning, Series 7, Wealth Management, Securities, Strategic Financial..., Estate Planning, Financial Advisory, Retirement
Education
University of California, Irvine 2003 — 2004
Certified Financial Planner®
Excelsior College
Finance
E. George Luckey E. George Luckey's Western International Securities Experience June 2007 - Present
Job V.P. Investments at Western International Securities
Industry Financial Services
Experience
Western International Securities June 2007 - Present
Morgan Stanley 1997 - 2000
Shearson Lehman Brothers 1989 - 1997
Skills
Series 7, Series 63, Retirement Planning, Investment Advisory, Wealth Management, Uniform Combined State..., Series 65, series 3, California Insurance..., Portfolio Management, Investment Strategies, 401k, Retirement, FINRA
Education
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Western International Securities June 2007 - Present
Morgan Stanley 1997 - 2000
Shearson Lehman Brothers 1989 - 1997
Skills
Series 7, Series 63, Retirement Planning, Investment Advisory, Wealth Management, Uniform Combined State..., Series 65, series 3, California Insurance..., Portfolio Management, Investment Strategies, 401k, Retirement, FINRA
Education
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Adam Meyers Adam Meyers's Western International Securities Experience November 2013 - Present
Job Vice President Investments
Industry Financial Services
Experience
Western International Securities November 2013 - Present
JPMorgan Chase July 2011 - November 2013
Northwestern Mutual September 2009 - July 2011
Jim Burke Ford March 2005 - September 2009
PG&E - Diablo Canyon Nuclear Power Plant January 2000 - June 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Life Insurance, Series 6, Long Term Care Insurance, Series 63, Financial Analysis, Insurance, Financial Advisory, Finance, Uniform Combined State..., Mutual Funds, Banking, Training, Sales, Wealth Management, Retail Banking, Fixed Annuities, Disability Insurance, Strategic Planning, Underwriting, Credit, Mortgage Lending, Securities, Series 7, Budgets, Asset Allocation, Financial Planning
Education
California State University-Bakersfield 2002 — 2004
Bachelor of Science, Business Management
California Polytechnic State University-San Luis Obispo 2000 — 2002
Finance/Business Management
Western International Securities November 2013 - Present
JPMorgan Chase July 2011 - November 2013
Northwestern Mutual September 2009 - July 2011
Jim Burke Ford March 2005 - September 2009
PG&E - Diablo Canyon Nuclear Power Plant January 2000 - June 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Life Insurance, Series 6, Long Term Care Insurance, Series 63, Financial Analysis, Insurance, Financial Advisory, Finance, Uniform Combined State..., Mutual Funds, Banking, Training, Sales, Wealth Management, Retail Banking, Fixed Annuities, Disability Insurance, Strategic Planning, Underwriting, Credit, Mortgage Lending, Securities, Series 7, Budgets, Asset Allocation, Financial Planning
Education
California State University-Bakersfield 2002 — 2004
Bachelor of Science, Business Management
California Polytechnic State University-San Luis Obispo 2000 — 2002
Finance/Business Management
Maria Marshall's Western International Securities Experience May 2012 - February 2013
Job Board Certified Holistic Health Coach
Industry Health, Wellness and Fitness
Experience
Kahinos Holistic Health November 2013 - Present
Fidelity Investments March 2013 - Present
Western International Securities May 2012 - February 2013
T. Rowe Price October 2009 - April 2012
T. Rowe Price October 2006 - October 2009
T. Rowe Price January 2006 - October 2006
T. Rowe Price July 2005 - January 2006
Skills
Health Coaching, Wellness, Public Speaking, Lifestyle, Nutrition, Cooking, Blogging, Marketing
Education
Institute for Integrative Nutrition 2013 — 2014
Health Coach Certification
Towson University 2000 — 2004
Mass Communication, Advertising / Marketing
Kahinos Holistic Health November 2013 - Present
Fidelity Investments March 2013 - Present
Western International Securities May 2012 - February 2013
T. Rowe Price October 2009 - April 2012
T. Rowe Price October 2006 - October 2009
T. Rowe Price January 2006 - October 2006
T. Rowe Price July 2005 - January 2006
Skills
Health Coaching, Wellness, Public Speaking, Lifestyle, Nutrition, Cooking, Blogging, Marketing
Education
Institute for Integrative Nutrition 2013 — 2014
Health Coach Certification
Towson University 2000 — 2004
Mass Communication, Advertising / Marketing
Carolyn Armitage, CFP®, CIMA® Carolyn Armitage, CFP®, CIMA®'s Western International Securities Experience July 2011 - May 2013
Job Enterprise Management Consultant
Industry Financial Services
Experience
LPL Financial July 2013 - Present
Western International Securities July 2011 - May 2013
ING Advisors Network February 1998 - November 2010
HD Vest Financial Services May 1991 - February 1998
First Investors December 1988 - April 1991
Skills
Series 7, Mutual Funds, Securities, Wealth Management, Investments, Series 63, Retirement Planning, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Advisory, Portfolio Management, Insurance, Alternative Investments, FINRA, Asset Managment, Financial Advisory, Sales Management, Strategic Planning, Change Management, Strategic Communications, Asset Management, Investment Strategies, Financial Services, Leadership, Strategy, Leadership Development, Business Development, Sales Presentations, Recruiting, Practice Management, ETFs, Equities, Risk Management, Finance, Retirement, Estate Planning, Management, Series 24, Banking, Series 65, Fixed Income, 401k, Bonds, Wealth, Separately Managed..., Relationship Management, Financial Planners, Wealth Management..., Investment Management
Education
University of Minnesota-Twin Cities
BS in Business Administration, Finance and Minor in Economics
The American College
Master’s Degree, Management
LPL Financial July 2013 - Present
Western International Securities July 2011 - May 2013
ING Advisors Network February 1998 - November 2010
HD Vest Financial Services May 1991 - February 1998
First Investors December 1988 - April 1991
Skills
Series 7, Mutual Funds, Securities, Wealth Management, Investments, Series 63, Retirement Planning, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Advisory, Portfolio Management, Insurance, Alternative Investments, FINRA, Asset Managment, Financial Advisory, Sales Management, Strategic Planning, Change Management, Strategic Communications, Asset Management, Investment Strategies, Financial Services, Leadership, Strategy, Leadership Development, Business Development, Sales Presentations, Recruiting, Practice Management, ETFs, Equities, Risk Management, Finance, Retirement, Estate Planning, Management, Series 24, Banking, Series 65, Fixed Income, 401k, Bonds, Wealth, Separately Managed..., Relationship Management, Financial Planners, Wealth Management..., Investment Management
Education
University of Minnesota-Twin Cities
BS in Business Administration, Finance and Minor in Economics
The American College
Master’s Degree, Management
Amy Kearney, CPCP Amy Kearney, CPCP's Western International Securities Experience 2008 - 2009
Job Financial Analyst at Colorado Springs Utilities
Industry Utilities
Experience
Colorado Springs Utilities December 2011 - Present
Honeywell Technology Solutions, Inc. 2009 - 2011
Western International Securities 2008 - 2009
Merrill Lynch February 2007 - August 2008
Wachovia Securities Financial Network August 2000 - February 2007
Skills
Microsoft Office, Statistical Modeling, Financial Analysis, Strategic Financial..., Financial Markets, General Securities..., Retirement Planning, Microsoft Excel, Minitab, Training, Earned Value Management, Volunteer Recruiting, Volunteering, Forecasting, Process Improvement, Finance, Financial Reporting, Data Analysis, Project Planning, Program Management, Business Analysis, MS Project, Financial Modeling, DoD, Contract Management, Risk Management, Procurement, Security Clearance, Cost Benefit, Variance Analysis, Cash Flow, Project Coordination, Access, PowerPoint, Operations Management, Visio, Budgets, Analysis, Six Sigma, Cross-functional Team..., Leadership, Government, Proposal Writing, Microsoft Project, Financial Planning
Education
Ashford University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Colorado at Colorado Springs 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.67
Colorado Springs Utilities December 2011 - Present
Honeywell Technology Solutions, Inc. 2009 - 2011
Western International Securities 2008 - 2009
Merrill Lynch February 2007 - August 2008
Wachovia Securities Financial Network August 2000 - February 2007
Skills
Microsoft Office, Statistical Modeling, Financial Analysis, Strategic Financial..., Financial Markets, General Securities..., Retirement Planning, Microsoft Excel, Minitab, Training, Earned Value Management, Volunteer Recruiting, Volunteering, Forecasting, Process Improvement, Finance, Financial Reporting, Data Analysis, Project Planning, Program Management, Business Analysis, MS Project, Financial Modeling, DoD, Contract Management, Risk Management, Procurement, Security Clearance, Cost Benefit, Variance Analysis, Cash Flow, Project Coordination, Access, PowerPoint, Operations Management, Visio, Budgets, Analysis, Six Sigma, Cross-functional Team..., Leadership, Government, Proposal Writing, Microsoft Project, Financial Planning
Education
Ashford University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Colorado at Colorado Springs 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.67
Joy Clark's Western International Securities Experience February 2015 - Present
Job Administrative Assistant, Business Development at Western International Securities
Industry Executive Office
Experience
Western International Securities February 2015 - Present
Transformations Event Planning January 2008 - Present
Ontario Christian Center 2005 - 2011
Kaufman and Broad Multi-Housing Group 1998 - 2000
Donaldson, Lufkin & Jenrette 1997 - 1998
Skills
Event Planning, Event Management, Teamwork, Analysis, Meeting Planning, Event Marketing, Writing, Creative Writing, Speech Writing, Public Speaking, Public Relations, Christian Ministry, Team Leadership, Leadership Development, Women Owned Business, Community Organizing, Organization, Fundraising, Customer Service, Compliance, Vendor Management, Volunteer Management, Volunteer Recruiting, Non-profit Volunteer, Microsoft Excel, Internet, Invoicing, Microsoft Office, Microsoft Word, Social Media, Social Networking, Office Management, Office Administration, PowerPoint, Strategic Planning, Proofreading, Typing, Windows, Youth Development, Youth Mentoring
Education
Los Angeles Harbor College 1998 — 1999
Liberal Arts and Sciences, General Studies and Humanities
Tuskegee University 1993 — 1994
Business Administration and Management, General
Western International Securities February 2015 - Present
Transformations Event Planning January 2008 - Present
Ontario Christian Center 2005 - 2011
Kaufman and Broad Multi-Housing Group 1998 - 2000
Donaldson, Lufkin & Jenrette 1997 - 1998
Skills
Event Planning, Event Management, Teamwork, Analysis, Meeting Planning, Event Marketing, Writing, Creative Writing, Speech Writing, Public Speaking, Public Relations, Christian Ministry, Team Leadership, Leadership Development, Women Owned Business, Community Organizing, Organization, Fundraising, Customer Service, Compliance, Vendor Management, Volunteer Management, Volunteer Recruiting, Non-profit Volunteer, Microsoft Excel, Internet, Invoicing, Microsoft Office, Microsoft Word, Social Media, Social Networking, Office Management, Office Administration, PowerPoint, Strategic Planning, Proofreading, Typing, Windows, Youth Development, Youth Mentoring
Education
Los Angeles Harbor College 1998 — 1999
Liberal Arts and Sciences, General Studies and Humanities
Tuskegee University 1993 — 1994
Business Administration and Management, General
Mufeed Nashashibi Mufeed Nashashibi's Western International Securities Experience 2014 - Present
Job Client Service Associate at Western International Securities
Industry Management Consulting
Experience
Western International Securities 2014 - Present
Nashashibi International Consultants, LLC 2013 - Present
Inova Bank 2012 - 2013
Indigo Lumenari Society 2011 - 2012
EWG November 2008 - February 2011
Imagigraphics November 2007 - July 2009
Infrastructure Investments, Inc. 2006 - 2007
Skills
Product Development, Sales/New Business..., Business and Office..., Account Management, Licensing, Client/Colleague..., Client..., Top Producer, Excellent..., Leadership/Team..., Training Development..., Marketing, Outstanding..., Exceptional Analytical..., Decision Maker, Reiki Master and Pranic..., Intercultural Training, Intercultural Awareness, Diversity Training, Cultural Sensitivity, Event Planning, Corporate Events, Event Management, Coaching, Sales, Start-ups, Analytical Skills, CRM, Customer Service, Leadership, Project Management, Social Media, Strategic Planning, Training
Education
University of California, Irvine 2004 — 2009
Bachelor of Arts (B.A.), Economics
Aliso Niguel High School 2000 — 2004
Western International Securities 2014 - Present
Nashashibi International Consultants, LLC 2013 - Present
Inova Bank 2012 - 2013
Indigo Lumenari Society 2011 - 2012
EWG November 2008 - February 2011
Imagigraphics November 2007 - July 2009
Infrastructure Investments, Inc. 2006 - 2007
Skills
Product Development, Sales/New Business..., Business and Office..., Account Management, Licensing, Client/Colleague..., Client..., Top Producer, Excellent..., Leadership/Team..., Training Development..., Marketing, Outstanding..., Exceptional Analytical..., Decision Maker, Reiki Master and Pranic..., Intercultural Training, Intercultural Awareness, Diversity Training, Cultural Sensitivity, Event Planning, Corporate Events, Event Management, Coaching, Sales, Start-ups, Analytical Skills, CRM, Customer Service, Leadership, Project Management, Social Media, Strategic Planning, Training
Education
University of California, Irvine 2004 — 2009
Bachelor of Arts (B.A.), Economics
Aliso Niguel High School 2000 — 2004
Janice Gelgood Janice Gelgood's Western International Securities Experience October 2012 - December 2013
Job Registered Representative at Tremblay Financial Services
Industry Financial Services
Experience
Tremblay Financial January 2014 - Present
Tremblay Financial Services January 2014 - Present
Western International Securities October 2012 - December 2013
First Bank March 2009 - October 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Analysis, Financial Analysis, Marketing, Sales, Banking, Access, Data Entry, Project Planning, Fundraising, Coaching, Insurance, Leadership, Consumer Lending, Credit, Loans, Small Business Lending, Process Improvement, Mortgage Lending, Marketing Strategy, Finance, Forecasting, Small Business, Customer Satisfaction, Financial Planning, Commercial Banking, Portfolio Management, Investments
Education
University of Santa Clara 1978 — 1981
BS Anthropology, Gerontology
University of Santa Clara 1977 — 1981
Bachelor's degree, Anthropology
Tremblay Financial January 2014 - Present
Tremblay Financial Services January 2014 - Present
Western International Securities October 2012 - December 2013
First Bank March 2009 - October 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Analysis, Financial Analysis, Marketing, Sales, Banking, Access, Data Entry, Project Planning, Fundraising, Coaching, Insurance, Leadership, Consumer Lending, Credit, Loans, Small Business Lending, Process Improvement, Mortgage Lending, Marketing Strategy, Finance, Forecasting, Small Business, Customer Satisfaction, Financial Planning, Commercial Banking, Portfolio Management, Investments
Education
University of Santa Clara 1978 — 1981
BS Anthropology, Gerontology
University of Santa Clara 1977 — 1981
Bachelor's degree, Anthropology
Perry Gallagher Perry Gallagher's Western International Securities Experience Account ExecutiveGBS FinancialFebruary 2012 - Present
Job
Industry Photography
Experience
Western International Securities Account ExecutiveGBS FinancialFebruary 2012 - Present
Perry Gallagher Photography December 1999 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, English, Customer Service, Windows, Editing, Photoshop, Outlook, Photography, Digital Photography, Portrait Photography, Commercial Photography, Wedding Photography, Event Photography, Fine Art Photography, Fashion Photography, Facebook, Image Manipulation, Fashion, Art, Portraits, Editorial, Lightroom, Photos, Illustrator, Social Networking, Photojournalism, Studio Photography, Graphic Design, Adobe Creative Suite, Travel Photography, Image Editing, Advertising, Mac, Multimedia, WordPress, Dreamweaver, Video, Blogging, InDesign
Education
Loma Linda University 1980 — 1983
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Auburn Adventist Acadamy 1976 — 1979
Western International Securities Account ExecutiveGBS FinancialFebruary 2012 - Present
Perry Gallagher Photography December 1999 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, English, Customer Service, Windows, Editing, Photoshop, Outlook, Photography, Digital Photography, Portrait Photography, Commercial Photography, Wedding Photography, Event Photography, Fine Art Photography, Fashion Photography, Facebook, Image Manipulation, Fashion, Art, Portraits, Editorial, Lightroom, Photos, Illustrator, Social Networking, Photojournalism, Studio Photography, Graphic Design, Adobe Creative Suite, Travel Photography, Image Editing, Advertising, Mac, Multimedia, WordPress, Dreamweaver, Video, Blogging, InDesign
Education
Loma Linda University 1980 — 1983
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Auburn Adventist Acadamy 1976 — 1979
Rob Elger Rob Elger's Western International Securities Experience 2007 - Present
Job Financial Advisor
Industry Capital Markets
Experience
Western International Securities 2007 - Present
Corporate One Federal Credit Union 2001 - 2007
Mac Tools 2000 - 2001
The Limited 1999 - 2000
BISYS Fund Services 1998 - 1999
Skills
Banking, Financial Analysis, Financial Modeling, Equities, Portfolio Management, Investments, Corporate Finance, Capital Markets, Investment Banking, Valuation, Risk Management, Fixed Income, Credit, Derivatives, Finance, Strategic Financial..., Asset Management, Loans, Due Diligence, Credit Analysis, Hedge Funds, Mergers & Acquisitions, Analysis
Education
Central Michigan University 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Western International Securities 2007 - Present
Corporate One Federal Credit Union 2001 - 2007
Mac Tools 2000 - 2001
The Limited 1999 - 2000
BISYS Fund Services 1998 - 1999
Skills
Banking, Financial Analysis, Financial Modeling, Equities, Portfolio Management, Investments, Corporate Finance, Capital Markets, Investment Banking, Valuation, Risk Management, Fixed Income, Credit, Derivatives, Finance, Strategic Financial..., Asset Management, Loans, Due Diligence, Credit Analysis, Hedge Funds, Mergers & Acquisitions, Analysis
Education
Central Michigan University 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Jim Cable Jim Cable's Western International Securities Experience 2008 - 2012
Job Investment Advisor Representative/Airline Captain
Industry Investment Management
Experience
American Financial Advisors, Inc. 2014 - Present
American Airlines 1984 - Present
Coastwise Capital Group, LLC 2012 - 2014
Western International Securities 2008 - 2012
Skills
Investments, Portfolio Management, Wealth Management, Securities, Investment Strategies, Financial Services, Finance, Asset Management, Investment Advisory, Insurance, Corporate Finance, Equities, Asset Managment, Flights, Wealth, Commercial Aviation, Airlines, Piloting, Asset, Airports, High Net Worth..., trading, secruities, portfolios, financial analysis, long term care, disability
Education
California State University-Long Beach
Bachelor of Science, Business
Huntington Beach High School
American Financial Advisors, Inc. 2014 - Present
American Airlines 1984 - Present
Coastwise Capital Group, LLC 2012 - 2014
Western International Securities 2008 - 2012
Skills
Investments, Portfolio Management, Wealth Management, Securities, Investment Strategies, Financial Services, Finance, Asset Management, Investment Advisory, Insurance, Corporate Finance, Equities, Asset Managment, Flights, Wealth, Commercial Aviation, Airlines, Piloting, Asset, Airports, High Net Worth..., trading, secruities, portfolios, financial analysis, long term care, disability
Education
California State University-Long Beach
Bachelor of Science, Business
Huntington Beach High School
Philip V Boucher Philip V Boucher's Western International Securities Experience January 2006 - March 2010
Job Investment Advisor at Penniall & Associates
Industry Investment Management
Experience
Penniall & Associates March 2010 - Present
Western International Securities January 2006 - March 2010
Morgan Stanley Smith Barney November 1992 - January 2006
Skills
Securities, Portfolio Management, Finance, Investment Strategies, Investments, FINRA, Wealth Management
Education
Boston University 1979 — 1981
MBA
University of Massachusetts at Lowell 1973 — 1976
BS/BA, Accounting and Finance
Penniall & Associates March 2010 - Present
Western International Securities January 2006 - March 2010
Morgan Stanley Smith Barney November 1992 - January 2006
Skills
Securities, Portfolio Management, Finance, Investment Strategies, Investments, FINRA, Wealth Management
Education
Boston University 1979 — 1981
MBA
University of Massachusetts at Lowell 1973 — 1976
BS/BA, Accounting and Finance
Hans C Aebischer Hans C Aebischer's Western International Securities Experience August 1995 - August 2005
Job CEO
Industry Information Technology and Services
Experience
AdviseTech November 1998 - Present
Western International Securities August 1995 - August 2005
Tilton Trolley Stop June 1983 - May 1988
Skills
Business Strategy, Business Development, Business Process, IT Management, IT Operations, IT systems development, Virtual IT Department, MSP, Security, Network Security, IT Strategy, Training, Risk Management, Solution Selling, Strategy, Options, Asset Management, Start-ups
Education
Juventus Schulen Zürich 1969 — 1971
International Business
AdviseTech November 1998 - Present
Western International Securities August 1995 - August 2005
Tilton Trolley Stop June 1983 - May 1988
Skills
Business Strategy, Business Development, Business Process, IT Management, IT Operations, IT systems development, Virtual IT Department, MSP, Security, Network Security, IT Strategy, Training, Risk Management, Solution Selling, Strategy, Options, Asset Management, Start-ups
Education
Juventus Schulen Zürich 1969 — 1971
International Business
Ravish Joshi's Western International Securities Experience July 2011 - September 2012
Job Financial Advisor at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Merrill Lynch September 2012 - June 2015
Western International Securities July 2011 - September 2012
John Rocha Enterprise August 2008 - April 2009
RE/Max Accord August 2007 - April 2009
Skills
SQL, Financial Analysis, Financial Modeling, Investment Advisory, Series 7, Series 63, Sales Support, Sales Operations, Sales Management, Alternative investment, Financial Accounting, Series 66, Alternative Investments, Equities, Finance
Education
Saint Mary's College of California 2012 — 2013
Masters of Science, Financial Analysis Investment Management
California State University-East Bay 2009 — 2011
B.S., Business Administration, Finance, Economics
Morgan Stanley June 2015 - Present
Merrill Lynch September 2012 - June 2015
Western International Securities July 2011 - September 2012
John Rocha Enterprise August 2008 - April 2009
RE/Max Accord August 2007 - April 2009
Skills
SQL, Financial Analysis, Financial Modeling, Investment Advisory, Series 7, Series 63, Sales Support, Sales Operations, Sales Management, Alternative investment, Financial Accounting, Series 66, Alternative Investments, Equities, Finance
Education
Saint Mary's College of California 2012 — 2013
Masters of Science, Financial Analysis Investment Management
California State University-East Bay 2009 — 2011
B.S., Business Administration, Finance, Economics
Douglas Haan's Western International Securities Experience August 2009 - December 2012
Job Licensed, Independent Financial Advisor
Industry Financial Services
Experience
Sigma Financial Corporation December 2012 - Present
Holland Ballet May 2014 - Present
Harbor Choral Festival of Music 2002 - Present
Review Committee member for Michigan Department of Insurance and Financial Services September 2014 - September 2014
Review Committee member for Michigan Department of Insurance and Financial Services 2013 - 2013
Western International Securities August 2009 - December 2012
Review Committee member for Michigan Department of Insurance and Financial Services 2012 - 2012
UBS October 2005 - April 2009
Metro 1-Hour Photo, Inc. April 1986 - October 2006
Haymarket Square, Inc. 1991 - 2002
Education
Aquinas College
Attended the Graduate Management Program
Calvin College
Bachelor of Arts, Speech Communications
Sigma Financial Corporation December 2012 - Present
Holland Ballet May 2014 - Present
Harbor Choral Festival of Music 2002 - Present
Review Committee member for Michigan Department of Insurance and Financial Services September 2014 - September 2014
Review Committee member for Michigan Department of Insurance and Financial Services 2013 - 2013
Western International Securities August 2009 - December 2012
Review Committee member for Michigan Department of Insurance and Financial Services 2012 - 2012
UBS October 2005 - April 2009
Metro 1-Hour Photo, Inc. April 1986 - October 2006
Haymarket Square, Inc. 1991 - 2002
Education
Aquinas College
Attended the Graduate Management Program
Calvin College
Bachelor of Arts, Speech Communications
Brittany Bowie Brittany Bowie's Western International Securities Experience June 2012 - Present
Job Client Service Associate at Western International Securities
Industry Financial Services
Experience
Western International Securities June 2012 - Present
Fidelity Investments January 2010 - June 2011
Waddell & Reed January 2008 - January 2010
Skills
Office Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Insurance, Investments, Mutual Funds, Administrative..., Asset Management, Financial Services, Outlook, Strategic Financial..., Equities, Social Media
Education
Allied American University
Fountain Valley
Western International Securities June 2012 - Present
Fidelity Investments January 2010 - June 2011
Waddell & Reed January 2008 - January 2010
Skills
Office Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Insurance, Investments, Mutual Funds, Administrative..., Asset Management, Financial Services, Outlook, Strategic Financial..., Equities, Social Media
Education
Allied American University
Fountain Valley
Trevor Kleineahlbrandt's Western International Securities Experience 2002 - Present
Job Portfolio Manager
Industry Financial Services
Experience
Western International Securities 2002 - Present
United States Marine Corps Reserve 1988 - Present
Smith Barney then PaineWebber 1993 - 2002
Skills
Military, Security Clearance, Wealth Management, Asset Management, Investments, Asset Allocation, Financial Risk, Portfolio Management, Retirement Planning, Retirement, Strategic Planning, Operational Planning, Series 7, Military Operations, Command, Management, Program Management, Finance, Organizational..., Defense, Strategic Financial..., Investment Strategies, Securities, Equities, Financial Modeling, Government, Risk Management, 401k, Insurance, Military Experience, DoD, Risk Assessment, Mutual Funds, Fixed Annuities, Intelligence Analysis, Leadership, Top Secret, Alternative Investments, National Security, Investment Advisory, Financial Analysis
Education
Purdue University 1983 — 1987
BS
Western International Securities 2002 - Present
United States Marine Corps Reserve 1988 - Present
Smith Barney then PaineWebber 1993 - 2002
Skills
Military, Security Clearance, Wealth Management, Asset Management, Investments, Asset Allocation, Financial Risk, Portfolio Management, Retirement Planning, Retirement, Strategic Planning, Operational Planning, Series 7, Military Operations, Command, Management, Program Management, Finance, Organizational..., Defense, Strategic Financial..., Investment Strategies, Securities, Equities, Financial Modeling, Government, Risk Management, 401k, Insurance, Military Experience, DoD, Risk Assessment, Mutual Funds, Fixed Annuities, Intelligence Analysis, Leadership, Top Secret, Alternative Investments, National Security, Investment Advisory, Financial Analysis
Education
Purdue University 1983 — 1987
BS
Evan Ocepek, CFP®, AIF® Evan Ocepek, CFP®, AIF®'s Western International Securities Experience August 2010 - Present
Job Wealth Manager at Capital Wealth Management
Industry Financial Services
Experience
Capital Wealth Management September 2012 - Present
Western International Securities August 2010 - Present
Nordstrom October 2005 - December 2009
X-Events, Luxury Productions September 2004 - December 2006
Skills
Strategic Financial..., Retirement, Investments, 401k, Retirement Planning, Financial Advisory, Wealth Preservation..., Licensed Life & Health..., Finance, Asset Management, College Funding..., Wealth Accumulation..., Alternative Investments, Securities, Financial Services, REIT, Long Term Care Insurance, Employee Benefits..., Employee Benefits, Wealth Management, Management, Customer Service, Financial Planning, Life Insurance
Education
College for Financial Planning 2012 — 2013
CFP Certification Professional Education Program, Financial Planning and Services
California State University-Long Beach 2007 — 2009
Bachelor of Arts (B.A.), Economics
Golden West College 2005 — 2007
Associate's Degree, Economics
Fountain Valley High School 2001 — 2005
Capital Wealth Management September 2012 - Present
Western International Securities August 2010 - Present
Nordstrom October 2005 - December 2009
X-Events, Luxury Productions September 2004 - December 2006
Skills
Strategic Financial..., Retirement, Investments, 401k, Retirement Planning, Financial Advisory, Wealth Preservation..., Licensed Life & Health..., Finance, Asset Management, College Funding..., Wealth Accumulation..., Alternative Investments, Securities, Financial Services, REIT, Long Term Care Insurance, Employee Benefits..., Employee Benefits, Wealth Management, Management, Customer Service, Financial Planning, Life Insurance
Education
College for Financial Planning 2012 — 2013
CFP Certification Professional Education Program, Financial Planning and Services
California State University-Long Beach 2007 — 2009
Bachelor of Arts (B.A.), Economics
Golden West College 2005 — 2007
Associate's Degree, Economics
Fountain Valley High School 2001 — 2005
Jack Hagop Karadanaian Jack Hagop Karadanaian's Western International Securities Experience April 2009 - September 2011
Job Citigold Relationship Manager at CITIBANK
Industry Banking
Experience
Citi September 2011 - Present
Western International Securities April 2009 - September 2011
Bank of America October 2003 - November 2008
Education
UCLA 1997 — 1999
Bachelor of Science (BS), English Language and Literature/Letters
Citi September 2011 - Present
Western International Securities April 2009 - September 2011
Bank of America October 2003 - November 2008
Education
UCLA 1997 — 1999
Bachelor of Science (BS), English Language and Literature/Letters
David Anson David Anson's Western International Securities Experience July 2010 - Present
Job Financial Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities July 2010 - Present
Crowell, Weedon & Co. December 2006 - August 2010
Morgan Stanley March 1998 - December 2005
Skills
Cooking, Officiating Sports, Speaking French
Education
University of Denver 1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.
University of Denver - Daniels College of Business 1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.
Brentwood School
Diploma of Graduation, General Studies
Western International Securities July 2010 - Present
Crowell, Weedon & Co. December 2006 - August 2010
Morgan Stanley March 1998 - December 2005
Skills
Cooking, Officiating Sports, Speaking French
Education
University of Denver 1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.
University of Denver - Daniels College of Business 1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.
Brentwood School
Diploma of Graduation, General Studies
Amy Wittenauer's Western International Securities Experience December 2007 - November 2011
Job Operations Assistant at Equities First Holdings
Industry Financial Services
Experience
Equities First Holdings October 2014 - Present
Access National Mortgage December 2012 - September 2014
PNC Investments November 2011 - June 2012
Western International Securities December 2007 - November 2011
Countrywide Home Loans September 2004 - September 2007
Edgewood High School August 2001 - May 2004
Skills
Series 7, Series 63, Licensed Realtor, Credit, Finance, Mutual Funds, Loans, Management, Wealth Management, Sales, Customer Service, CRM, Software Documentation, FINRA, Trading, Equities, Fixed Income, Retirement Planning, Investments, Human Resources, Financial Services, Portfolio Management, Time Management, Insurance, Mortgage Lending, Risk Management
Education
Frontier High School
Diploma
Purdue University
Bachelor of Arts (B.A.), Secondary Education and Teaching
Equities First Holdings October 2014 - Present
Access National Mortgage December 2012 - September 2014
PNC Investments November 2011 - June 2012
Western International Securities December 2007 - November 2011
Countrywide Home Loans September 2004 - September 2007
Edgewood High School August 2001 - May 2004
Skills
Series 7, Series 63, Licensed Realtor, Credit, Finance, Mutual Funds, Loans, Management, Wealth Management, Sales, Customer Service, CRM, Software Documentation, FINRA, Trading, Equities, Fixed Income, Retirement Planning, Investments, Human Resources, Financial Services, Portfolio Management, Time Management, Insurance, Mortgage Lending, Risk Management
Education
Frontier High School
Diploma
Purdue University
Bachelor of Arts (B.A.), Secondary Education and Teaching
Kenneth R. McDonald Kenneth R. McDonald's Western International Securities Experience September 2015 - Present
Job Investment Advisor
Industry Investment Management
Experience
Western International Securities September 2015 - Present
Skills
Investments, Asset Management, Portfolio Management, Financial Services, Mergers & Acquisitions, Private Equity, Real Estate, Financial Analysis, Strategic Financial..., Management Consulting, Mergers, Strategy, Risk Management, Finance, Venture Capital
Education
Evangel University 1970 — 1972
Bachlor Science Degree, Philosophy/Theology/Psycology
Evangel University 1970 — 1972
Bachelor of Applied Science (BASc), Philosopy and Theology, Passed with Flying Colors
Western International Securities September 2015 - Present
Skills
Investments, Asset Management, Portfolio Management, Financial Services, Mergers & Acquisitions, Private Equity, Real Estate, Financial Analysis, Strategic Financial..., Management Consulting, Mergers, Strategy, Risk Management, Finance, Venture Capital
Education
Evangel University 1970 — 1972
Bachlor Science Degree, Philosophy/Theology/Psycology
Evangel University 1970 — 1972
Bachelor of Applied Science (BASc), Philosopy and Theology, Passed with Flying Colors
John W. Holmquist John W. Holmquist's Western International Securities Experience December 2009 - June 2014
Job Certified Financial Planner / Wealth Management Advisor
Industry Financial Services
Experience
Holmquist Wealth Mangement, Inc. June 2014 - Present
Western International Securities December 2009 - June 2014
Merrill Lynch August 2000 - November 2009
BHF-BANK August 1987 - July 1999
Citicorp June 1982 - August 1987
Skills
Retirement, Financial Planning, Investments, Asset Allocation, Investment Strategies, Wealth Management, Insurance, 401k, Entrepreneur, Financial Advisory, Retirement Planning, Annuities, Investment Advisory, Alternative Investments, Asset Protection
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
Masters of Business Administration
Valparaiso University 1979 — 1982
Bachelor of Science in Business Administration, Finance
West Bend West 1974 — 1978
Holmquist Wealth Mangement, Inc. June 2014 - Present
Western International Securities December 2009 - June 2014
Merrill Lynch August 2000 - November 2009
BHF-BANK August 1987 - July 1999
Citicorp June 1982 - August 1987
Skills
Retirement, Financial Planning, Investments, Asset Allocation, Investment Strategies, Wealth Management, Insurance, 401k, Entrepreneur, Financial Advisory, Retirement Planning, Annuities, Investment Advisory, Alternative Investments, Asset Protection
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
Masters of Business Administration
Valparaiso University 1979 — 1982
Bachelor of Science in Business Administration, Finance
West Bend West 1974 — 1978
Christine Vanstrom Christine Vanstrom's Western International Securities Experience May 2012 - August 2012
Job Business Coordinator at CNN
Industry Broadcast Media
Experience
CNN August 2015 - Present
Vanguard June 2014 - July 2015
Kappa Kappa Gamma, Epsilson Delta January 2013 - January 2014
Enterprise Rent-A-Car August 2013 - December 2013
Saratoga Event Group LLC May 2013 - August 2013
Western International Securities May 2012 - August 2012
Sears Pool Management May 2011 - August 2011
Skills
Series 7, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Relations, Social Media Marketing, Public Speaking, Customer Service, Time Management, Social Networking, Event Planning, Leadership, Management, Marketing Strategy
Education
Arizona State University 2010 — 2014
W.P.Carey School of Business, Business Administration, Management and Operations, Senior
Università degli Studi di Firenze 2012 — 2013
International Business, International Economics
Roswell High School 2006 — 2010
CNN August 2015 - Present
Vanguard June 2014 - July 2015
Kappa Kappa Gamma, Epsilson Delta January 2013 - January 2014
Enterprise Rent-A-Car August 2013 - December 2013
Saratoga Event Group LLC May 2013 - August 2013
Western International Securities May 2012 - August 2012
Sears Pool Management May 2011 - August 2011
Skills
Series 7, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Relations, Social Media Marketing, Public Speaking, Customer Service, Time Management, Social Networking, Event Planning, Leadership, Management, Marketing Strategy
Education
Arizona State University 2010 — 2014
W.P.Carey School of Business, Business Administration, Management and Operations, Senior
Università degli Studi di Firenze 2012 — 2013
International Business, International Economics
Roswell High School 2006 — 2010
Katrina Damasco Katrina Damasco's Western International Securities Experience January 2013 - July 2015
Job Athletic Coordinator at Polytechnic School
Industry Investment Management
Experience
Polytechnic School July 2015 - Present
Western International Securities January 2013 - July 2015
Western International Securities March 2008 - December 2012
Select Media Services March 2007 - November 2007
Emory University 2002 - 2006
Skills
Program Evaluation, Research, Fundraising, Data Analysis, Non-profits, Strategic Planning, Program Development, Public Health, Event Planning, Public Speaking, Community Outreach, Policy Analysis, Grant Writing, Social Media, Qualitative Research, Leadership, Nonprofits, Management, Microsoft Office, Grants
Education
Emory University 2002 — 2006
Bachelors of Arts, Sociology
Polytechnic School
Polytechnic School July 2015 - Present
Western International Securities January 2013 - July 2015
Western International Securities March 2008 - December 2012
Select Media Services March 2007 - November 2007
Emory University 2002 - 2006
Skills
Program Evaluation, Research, Fundraising, Data Analysis, Non-profits, Strategic Planning, Program Development, Public Health, Event Planning, Public Speaking, Community Outreach, Policy Analysis, Grant Writing, Social Media, Qualitative Research, Leadership, Nonprofits, Management, Microsoft Office, Grants
Education
Emory University 2002 — 2006
Bachelors of Arts, Sociology
Polytechnic School
Crissel Rodriguez's Western International Securities Experience August 2010 - January 2011
Job Assistant at Soledad Enrichment Action Inc
Industry Research
Experience
Soledad Enrichment Action July 2015 - Present
Orange County Transportation Authority March 2015 - July 2015
The Women's Foundation of California October 2014 - May 2015
Chapman University July 2013 - May 2015
American Red Cross Los Angeles Region June 2014 - August 2014
People Who Support Eric Garcetti April 2013 - May 2013
SEIU February 2012 - November 2012
Western International Securities August 2010 - January 2011
US Congress October 2009 - January 2010
Skills
Political Science, Community Outreach, Human Rights, Social Justice, Grassroots Organizing, Microsoft Office, Event Planning, Graphic Design, Customer Service, Activism, American Politics, Nonprofits, Translation, Spanish-speaking, Leadership, Community Organizing, Government, Immigration Issues, WordPress, Research, Labor, Program Development, Volunteer Training, Educational Program..., Qualitative Research, Budget Forecasts, Budget Reconciliation, Content Development, Social Media, Volunteer Management, Digital Marketing, Writing, Policy Analysis, PowerPoint, Public Speaking, Microsoft Excel, Policy, International Relations, Community Development, Data Analysis, Communication, Public Policy, Publications, Resource Management, Legislative Relations, Editing
Education
Chapman University 2013 — 2015
Master of Arts (M.A.), International/Global Studies
California State University-Los Angeles 2009 — 2011
Bachelor of Science (B.S.), Political Science and Government
Elizabeth Learning Center 2004 — 2006
High School, Information Technology Academy
Soledad Enrichment Action July 2015 - Present
Orange County Transportation Authority March 2015 - July 2015
The Women's Foundation of California October 2014 - May 2015
Chapman University July 2013 - May 2015
American Red Cross Los Angeles Region June 2014 - August 2014
People Who Support Eric Garcetti April 2013 - May 2013
SEIU February 2012 - November 2012
Western International Securities August 2010 - January 2011
US Congress October 2009 - January 2010
Skills
Political Science, Community Outreach, Human Rights, Social Justice, Grassroots Organizing, Microsoft Office, Event Planning, Graphic Design, Customer Service, Activism, American Politics, Nonprofits, Translation, Spanish-speaking, Leadership, Community Organizing, Government, Immigration Issues, WordPress, Research, Labor, Program Development, Volunteer Training, Educational Program..., Qualitative Research, Budget Forecasts, Budget Reconciliation, Content Development, Social Media, Volunteer Management, Digital Marketing, Writing, Policy Analysis, PowerPoint, Public Speaking, Microsoft Excel, Policy, International Relations, Community Development, Data Analysis, Communication, Public Policy, Publications, Resource Management, Legislative Relations, Editing
Education
Chapman University 2013 — 2015
Master of Arts (M.A.), International/Global Studies
California State University-Los Angeles 2009 — 2011
Bachelor of Science (B.S.), Political Science and Government
Elizabeth Learning Center 2004 — 2006
High School, Information Technology Academy
Octavio Lugo's Western International Securities Experience May 2004 - September 2008
Job Associate Vice President at Bardi Co. LLC
Industry Investment Banking
Experience
Bardi Co. LLC June 2015 - Present
ATOMCAP INC March 2004 - Present
StormTek March 2004 - Present
Monarch Bay Securities June 2013 - June 2015
Western International Securities May 2004 - September 2008
Citi March 2003 - April 2004
Morgan Stanley Wealth Management September 1999 - January 2003
Skills
Portfolio Management, Capital Markets, Finance, Equities, Hedge Funds, Strategy, Trading, Banking, Mergers & Acquisitions, Asset Management, Private Equity, Start-ups, startups, venture capital, Securities, Valuation, Management, equities trading, emerging markets, commercial lines..., shorting stock, investment banking, private placements, Financial Analysis, Corporate Finance, Due Diligence
Education
California State Polytechnic University-Pomona 1900 — 1999
Bachelor of Business Administration (BBA), Finance, Int'l Business
Bardi Co. LLC June 2015 - Present
ATOMCAP INC March 2004 - Present
StormTek March 2004 - Present
Monarch Bay Securities June 2013 - June 2015
Western International Securities May 2004 - September 2008
Citi March 2003 - April 2004
Morgan Stanley Wealth Management September 1999 - January 2003
Skills
Portfolio Management, Capital Markets, Finance, Equities, Hedge Funds, Strategy, Trading, Banking, Mergers & Acquisitions, Asset Management, Private Equity, Start-ups, startups, venture capital, Securities, Valuation, Management, equities trading, emerging markets, commercial lines..., shorting stock, investment banking, private placements, Financial Analysis, Corporate Finance, Due Diligence
Education
California State Polytechnic University-Pomona 1900 — 1999
Bachelor of Business Administration (BBA), Finance, Int'l Business
Brian M. Weise's Western International Securities Experience 2011 - 2014
Job Lead Crude Oil & Refined Products Analyst at Genesis Energy, L.P.
Industry Oil & Energy
Experience
Genesis Energy, L.P. 2015 - Present
Genesis Energy, L.P. 2015 - 2015
Tanglewood Ventures, LLC 2014 - 2015
Western International Securities 2011 - 2014
Conese Family Group 2011 - 2011
Goldman Sachs 2008 - 2011
Education
University of Miami - School of Business
Bachelor of Business Administration (BBA), Finance
PIRA Energy Group
Understanding Global Oil Markets
Genesis Energy, L.P. 2015 - Present
Genesis Energy, L.P. 2015 - 2015
Tanglewood Ventures, LLC 2014 - 2015
Western International Securities 2011 - 2014
Conese Family Group 2011 - 2011
Goldman Sachs 2008 - 2011
Education
University of Miami - School of Business
Bachelor of Business Administration (BBA), Finance
PIRA Energy Group
Understanding Global Oil Markets
Matthew Theal Matthew Theal's Western International Securities Experience June 2007 - September 2007
Job Investment Management
Industry Investment Management
Experience
RPA Wealth Management December 2013 - Present
Legacy Investment Services November 2012 - November 2013
Minyanville Publishing & Multimedia October 2008 - June 2012
Western International Securities June 2007 - September 2007
Skills
Writing, Research, Portfolio Management, Equities, Bloomberg, Trading, Social Media, Editing, Economics, Digital Media
Education
California State Polytechnic University-Pomona 2004 — 2008
B.S., Finance
RPA Wealth Management December 2013 - Present
Legacy Investment Services November 2012 - November 2013
Minyanville Publishing & Multimedia October 2008 - June 2012
Western International Securities June 2007 - September 2007
Skills
Writing, Research, Portfolio Management, Equities, Bloomberg, Trading, Social Media, Editing, Economics, Digital Media
Education
California State Polytechnic University-Pomona 2004 — 2008
B.S., Finance
Brandon Tran Brandon Tran's Western International Securities Experience June 2013 - August 2013
Job Financial Analyst I at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance April 2015 - Present
Farmers Insurance June 2014 - April 2015
Western International Securities June 2013 - August 2013
Western International Securities June 2012 - August 2012
Quant Media Advisors May 2011 - August 2011
Education
Columbia University in the City of New York 2010 — 2014
Bachelor's Degree, Economics
Gabrielino High School 2006 — 2010
Farmers Insurance April 2015 - Present
Farmers Insurance June 2014 - April 2015
Western International Securities June 2013 - August 2013
Western International Securities June 2012 - August 2012
Quant Media Advisors May 2011 - August 2011
Education
Columbia University in the City of New York 2010 — 2014
Bachelor's Degree, Economics
Gabrielino High School 2006 — 2010
Gabbi Hall's Western International Securities Experience May 2012 - May 2013
Job Storyteller. Strategist. Producer.
Industry Online Media
Experience
Southern New Hampshire University September 2014 - Present
Freelance February 2013 - Present
Southern New Hampshire University June 2013 - August 2014
The Defender - St. Michael's College January 2013 - May 2013
Her Campus June 2012 - May 2013
Western International Securities May 2012 - May 2013
Saint Michael's College April 2011 - May 2013
Saint Michael's College April 2010 - May 2013
Saint Michael's College August 2009 - May 2013
The Defender - St. Michael's College September 2012 - December 2012
Skills
Facebook, Blogging, Social Media Marketing, Social Media, Public Relations, Editing, Social Networking, News Writing, Marketing, Writing, Advertising, Leadership, Newsletters, PowerPoint, Photography, Adobe Creative Suite, Publicity, Web Design, Storytelling, Creative Writing, Copy Editing, Media Relations, Video Editing, Photoshop, InDesign, Illustrator, Microsoft Word, Prezi, Newspaper Design, Journalism, Microsoft Office, Google Analytics, Multimedia, Newspapers, Research, Video, Event Management, YouTube, Interviews, WordPress, Twitter
Education
Saint Michael's College 2009 — 2013
BA, Digital Arts, Journalism, and Media Studies, Magna Cum Laude
Southern New Hampshire University 2013 — 2015
Master's Degree, Communication and Media Studies
Southern New Hampshire University September 2014 - Present
Freelance February 2013 - Present
Southern New Hampshire University June 2013 - August 2014
The Defender - St. Michael's College January 2013 - May 2013
Her Campus June 2012 - May 2013
Western International Securities May 2012 - May 2013
Saint Michael's College April 2011 - May 2013
Saint Michael's College April 2010 - May 2013
Saint Michael's College August 2009 - May 2013
The Defender - St. Michael's College September 2012 - December 2012
Skills
Facebook, Blogging, Social Media Marketing, Social Media, Public Relations, Editing, Social Networking, News Writing, Marketing, Writing, Advertising, Leadership, Newsletters, PowerPoint, Photography, Adobe Creative Suite, Publicity, Web Design, Storytelling, Creative Writing, Copy Editing, Media Relations, Video Editing, Photoshop, InDesign, Illustrator, Microsoft Word, Prezi, Newspaper Design, Journalism, Microsoft Office, Google Analytics, Multimedia, Newspapers, Research, Video, Event Management, YouTube, Interviews, WordPress, Twitter
Education
Saint Michael's College 2009 — 2013
BA, Digital Arts, Journalism, and Media Studies, Magna Cum Laude
Southern New Hampshire University 2013 — 2015
Master's Degree, Communication and Media Studies
Edward Simpson MBA, PhD's Western International Securities Experience February 2012 - Present
Job Investment Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities February 2012 - Present
LPL September 2007 - February 2012
Morgan Stanley May 2006 - September 2007
Wachovia Securities December 2001 - May 2006
Edward Jones August 1997 - December 2001
US Army 1990 - 1997
Skills
Investments, Economics, Risk, Small Business, Savings, Series 7, Investment Strategies, Investment Advisory, Asset Allocation, Retirement Planning, Alternative Investments, Mutual Funds, Financial Advisory, Financial Planning, Wealth Management, Securities, Annuities, 401k, Fixed Income, Equities, Portfolio Management, Retirement, Bonds, Series 63, Asset Management, Stocks, Wealth, IRA's, Insurance, Estate Planning, Options, Risk Management, ETFs, Financial Markets, Asset, Strategic Financial..., FINRA, Finance, Financial Services, Wealth Management..., Banking, Separately Managed..., Uniform Combined State...
Education
ISMF 2004 — 2007
PhD, Economics
Munich Business School 1992 — 1994
MBA, International Business
CVHS 1987 — 1990
Western International Securities February 2012 - Present
LPL September 2007 - February 2012
Morgan Stanley May 2006 - September 2007
Wachovia Securities December 2001 - May 2006
Edward Jones August 1997 - December 2001
US Army 1990 - 1997
Skills
Investments, Economics, Risk, Small Business, Savings, Series 7, Investment Strategies, Investment Advisory, Asset Allocation, Retirement Planning, Alternative Investments, Mutual Funds, Financial Advisory, Financial Planning, Wealth Management, Securities, Annuities, 401k, Fixed Income, Equities, Portfolio Management, Retirement, Bonds, Series 63, Asset Management, Stocks, Wealth, IRA's, Insurance, Estate Planning, Options, Risk Management, ETFs, Financial Markets, Asset, Strategic Financial..., FINRA, Finance, Financial Services, Wealth Management..., Banking, Separately Managed..., Uniform Combined State...
Education
ISMF 2004 — 2007
PhD, Economics
Munich Business School 1992 — 1994
MBA, International Business
CVHS 1987 — 1990
Craig Nathanson, CAIA's Western International Securities Experience March 2007 - Present
Job Founder/Managing Partner at Frontier Securities LLC
Industry Financial Services
Experience
Frontier Securities LLC February 2009 - Present
Western International Securities March 2007 - Present
JVB Financial Group, LLC April 2003 - March 2007
Bank One September 1997 - March 2003
Skills
Series 7, Series 24, Series 53, Series 63, Series 65, Wealth Management, Securities, Fixed Income, FINRA, Equities
Education
The Ohio State University 1991 — 1995
Frontier Securities LLC February 2009 - Present
Western International Securities March 2007 - Present
JVB Financial Group, LLC April 2003 - March 2007
Bank One September 1997 - March 2003
Skills
Series 7, Series 24, Series 53, Series 63, Series 65, Wealth Management, Securities, Fixed Income, FINRA, Equities
Education
The Ohio State University 1991 — 1995
Russell James Sebring Russell James Sebring's Western International Securities Experience December 2004 - May 2005
Job Market Tactician/Technician. Research, Trading, Asset/Portfolio Management, International Markets, Indice/Index Inventor
Industry Investment Management
Experience
I Me Mine (Independent) September 2010 - Present
Private November 2013 - April 2014
CME Group January 2011 - September 2011
Merrill Lynch August 2007 - May 2010
Assent, LLC May 2005 - January 2007
Western International Securities December 2004 - May 2005
FSU College of Communication & Information January 2002 - December 2004
Skills
Technical Analysis, Trading Systems, ETFs, Financial Markets, Commodity, Portfolio Management, Equity Trading, Trading Strategies, Investment Strategies, Options, Financial Analysis, Statistical Modeling, Fixed Income, Securities, Risk Management, Investments
Education
Market Technicians Association 2009 — 2014
Technical/Tactical Analy CMT Program Member, affiliate status and CMTi topped of class, Tactical Analysis, Asset Allocation, Investment Scaling, Behavioral Finance, Trade Systems, Forecasts, Passed all registered tests to date with high marks from leadership.
Florida State University 2001 — 2005
BS, International Economics, Foreign Market Focus, 3.9
I Me Mine (Independent) September 2010 - Present
Private November 2013 - April 2014
CME Group January 2011 - September 2011
Merrill Lynch August 2007 - May 2010
Assent, LLC May 2005 - January 2007
Western International Securities December 2004 - May 2005
FSU College of Communication & Information January 2002 - December 2004
Skills
Technical Analysis, Trading Systems, ETFs, Financial Markets, Commodity, Portfolio Management, Equity Trading, Trading Strategies, Investment Strategies, Options, Financial Analysis, Statistical Modeling, Fixed Income, Securities, Risk Management, Investments
Education
Market Technicians Association 2009 — 2014
Technical/Tactical Analy CMT Program Member, affiliate status and CMTi topped of class, Tactical Analysis, Asset Allocation, Investment Scaling, Behavioral Finance, Trade Systems, Forecasts, Passed all registered tests to date with high marks from leadership.
Florida State University 2001 — 2005
BS, International Economics, Foreign Market Focus, 3.9
Jeffrey D. Schrader, CRPC® Jeffrey D. Schrader, CRPC®'s Western International Securities Experience March 2009 - Present
Job Schrader Wealth Management
Industry Investment Management
Experience
Schrader Wealth Management Group April 2009 - Present
Western International Securities March 2009 - Present
Charitable Concepts LLC March 2010 - October 2011
Merrill Lynch November 2005 - March 2009
Ryan Beck & Co. May 1998 - November 2005
Sodexo May 1996 - May 1998
Marriott International October 1989 - May 1996
El Torito Restaurant November 1988 - September 1989
Moshulu Restaurant March 1987 - October 1988
21 West Restaurant and Piano Bar May 1986 - February 1987
Skills
Series 7, Financial Planning, Insurance, Investments, Retirement Planning, Securities, Wealth Management, Asset Allocation, Mutual Funds, Retirement, 401k, Equities, Asset Management, Portfolio Management, Financial Analysis, Investment Strategies, Alternative Investments, Annuities, IRA's, Series 63, IRAs, Financial Advisory, FINRA, Investment Advisory, Fixed Annuities
Education
Eastern University 1997 — 1998
Organizational Behavior, Finance
Wright State University 1979 — 1983
Economics, Political Science
Schrader Wealth Management Group April 2009 - Present
Western International Securities March 2009 - Present
Charitable Concepts LLC March 2010 - October 2011
Merrill Lynch November 2005 - March 2009
Ryan Beck & Co. May 1998 - November 2005
Sodexo May 1996 - May 1998
Marriott International October 1989 - May 1996
El Torito Restaurant November 1988 - September 1989
Moshulu Restaurant March 1987 - October 1988
21 West Restaurant and Piano Bar May 1986 - February 1987
Skills
Series 7, Financial Planning, Insurance, Investments, Retirement Planning, Securities, Wealth Management, Asset Allocation, Mutual Funds, Retirement, 401k, Equities, Asset Management, Portfolio Management, Financial Analysis, Investment Strategies, Alternative Investments, Annuities, IRA's, Series 63, IRAs, Financial Advisory, FINRA, Investment Advisory, Fixed Annuities
Education
Eastern University 1997 — 1998
Organizational Behavior, Finance
Wright State University 1979 — 1983
Economics, Political Science
Patrick Egan, CFP® Patrick Egan, CFP®'s Western International Securities Experience January 1998 - Present
Job Western International Securities
Industry Financial Services
Experience
Coordinated Wealth Mangement January 2007 - Present
Western International Securities January 1998 - Present
Western International Securities August 2001 - December 2006
Western International Securities April 2001 - December 2006
Skills
Retirement Planning, Series 7, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Retirement, Asset Allocation, Investments, Alternative Investments, Wealth Management, Fixed Annuities, Series 4, Tax Preparation
Education
UCLA
Business-Economics
Coordinated Wealth Mangement January 2007 - Present
Western International Securities January 1998 - Present
Western International Securities August 2001 - December 2006
Western International Securities April 2001 - December 2006
Skills
Retirement Planning, Series 7, Mutual Funds, Investment Advisory, Series 63, Investment Strategies, Retirement, Asset Allocation, Investments, Alternative Investments, Wealth Management, Fixed Annuities, Series 4, Tax Preparation
Education
UCLA
Business-Economics
John Vardanian's Western International Securities Experience 2009 - 2012
Job Programmer IV at Texas Real Estate Commission
Industry Information Technology and Services
Experience
Texas Real Estate Commission May 2015 - Present
Trusource Labs December 2013 - May 2015
IKANO Communications, Inc. January 2012 - October 2013
Western International Securities 2009 - 2012
Chaotic Moon Studios March 2011 - August 2011
Skills
JavaScript, MySQL, PHP, Python, Linux, HTML, Computer Science, jQuery, OS X, CSS, C#, Windows, Java, AJAX, SQL, Object Oriented Design, Bash, jQuery UI, JSON, MVC Architecture, ASP.NET, Networking, Sublime Text, PhpMyAdmin, cPanel, Quality Assurance, Eclipse, Telephony, Technical Support, iOS, Android
Education
Moorpark College 2006 — 2008
Computer Science, Statistics, Accounting, Speech, Writing
Santa Susana Magnet High School of Technology and Arts 2001 — 2005
High Honors Certification in Computer Science, Computer Science, 3.9
Texas Real Estate Commission May 2015 - Present
Trusource Labs December 2013 - May 2015
IKANO Communications, Inc. January 2012 - October 2013
Western International Securities 2009 - 2012
Chaotic Moon Studios March 2011 - August 2011
Skills
JavaScript, MySQL, PHP, Python, Linux, HTML, Computer Science, jQuery, OS X, CSS, C#, Windows, Java, AJAX, SQL, Object Oriented Design, Bash, jQuery UI, JSON, MVC Architecture, ASP.NET, Networking, Sublime Text, PhpMyAdmin, cPanel, Quality Assurance, Eclipse, Telephony, Technical Support, iOS, Android
Education
Moorpark College 2006 — 2008
Computer Science, Statistics, Accounting, Speech, Writing
Santa Susana Magnet High School of Technology and Arts 2001 — 2005
High Honors Certification in Computer Science, Computer Science, 3.9
Craig Watanabe, CFP AIF CSCP's Western International Securities Experience July 1996 - June 2008
Job Senior Compliance Consultant at Core Compliance & Legal Services, Inc.
Industry Financial Services
Experience
Core Compliance & Legal Services, Inc. May 2015 - Present
Penniall & Associates, Inc. June 2008 - Present
Advisor Solutions Group July 2014 - April 2015
Western International Securities July 1996 - June 2008
Baraban Securities October 1982 - July 1996
Skills
Compliance, Financial Planning, Asset Management, Retirement Planning, Securities, Investment Advisory, 401k, Risk Management, Insurance, Public Speaking
Education
University of California, Los Angeles 1976 — 1980
Bachelor of Arts
Core Compliance & Legal Services, Inc. May 2015 - Present
Penniall & Associates, Inc. June 2008 - Present
Advisor Solutions Group July 2014 - April 2015
Western International Securities July 1996 - June 2008
Baraban Securities October 1982 - July 1996
Skills
Compliance, Financial Planning, Asset Management, Retirement Planning, Securities, Investment Advisory, 401k, Risk Management, Insurance, Public Speaking
Education
University of California, Los Angeles 1976 — 1980
Bachelor of Arts
Linda Wenker Boutin's Western International Securities Experience June 2008 - Present
Job Investment Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities June 2008 - Present
Western International Securities January 1984 - Present
Skills
Options, Investment Strategies, Uniform Combined State..., Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Separately Managed..., Series 65, ETFs, Mutual Funds, Alternative Investments, Retirement, 401k, Financial Advisory, Equities, Securities, Investments
Education
Mills College 1975 — 1979
Bachelor of Arts (BA), Communications
Western International Securities June 2008 - Present
Western International Securities January 1984 - Present
Skills
Options, Investment Strategies, Uniform Combined State..., Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Separately Managed..., Series 65, ETFs, Mutual Funds, Alternative Investments, Retirement, 401k, Financial Advisory, Equities, Securities, Investments
Education
Mills College 1975 — 1979
Bachelor of Arts (BA), Communications
Chris Irvin, Ph. D. Economics's Western International Securities Experience January 2014 - Present
Job Independent Financial Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities January 2014 - Present
Sonoma State University July 2010 - Present
Ecoirvin Investments affiliated with GBS November 2010 - January 2014
UBS Wealth Management January 2006 - November 2010
Skills
Chinese, Swedish, German, Financial Modeling, Analysis, Project Management, Strategic Planning, Budget, Financial Analysis, Data Analysis, Market Research, Microsoft Office, Budgets, Microsoft Excel, Management, Team Building
Education
University of Michigan 1975 — 1980
Ph.D., Economics
Wesleyan University 1969 — 1973
BA, Economics and Dance
Western International Securities January 2014 - Present
Sonoma State University July 2010 - Present
Ecoirvin Investments affiliated with GBS November 2010 - January 2014
UBS Wealth Management January 2006 - November 2010
Skills
Chinese, Swedish, German, Financial Modeling, Analysis, Project Management, Strategic Planning, Budget, Financial Analysis, Data Analysis, Market Research, Microsoft Office, Budgets, Microsoft Excel, Management, Team Building
Education
University of Michigan 1975 — 1980
Ph.D., Economics
Wesleyan University 1969 — 1973
BA, Economics and Dance
Dennis Mehringer's Western International Securities Experience March 2009 - Present
Job Owner, VMKS
Industry Financial Services
Experience
Western International Securities March 2009 - Present
VMKS 1990 - Present
Skills
Investments, Microsoft Office, Series 7, Microsoft Excel, Wealth Management, Customer Service, Financial Analysis, Mutual Funds, Banking, Investment Advisory, Insurance, Securities, Retirement Planning, Financial Advisory, Retirement, Investment Strategies, 401k
Education
Purdue University - Krannert School of Management 1968 — 1972
Western International Securities March 2009 - Present
VMKS 1990 - Present
Skills
Investments, Microsoft Office, Series 7, Microsoft Excel, Wealth Management, Customer Service, Financial Analysis, Mutual Funds, Banking, Investment Advisory, Insurance, Securities, Retirement Planning, Financial Advisory, Retirement, Investment Strategies, 401k
Education
Purdue University - Krannert School of Management 1968 — 1972
Paul Comi's Western International Securities Experience November 2008 - Present
Job Vice President/Western International Securities
Industry Financial Services
Experience
Western International Securities November 2008 - Present
Skills
Series 24, Securities, Series 7, Options, Mutual Funds, FINRA, Series 63, Financial Services, Financial Advisory, Series 65, Retirement Planning, Trading, Investment Advisory, Insurance, ETFs, Retirement, Risk Management, Equities, Portfolio Management, Hedging, Investment Strategies, Asset Allocation, Investments, Bonds, Strategic Financial..., Proprietary Trading, Fixed Annuities, 401k, Equity Trading, Trading Strategies, Alternative Investments, Fixed Income, Wealth Management, Financial Markets, Asset Management, Financial Planning
Education
University of California, Los Angeles
Bachelor, Business/Finance
Western International Securities November 2008 - Present
Skills
Series 24, Securities, Series 7, Options, Mutual Funds, FINRA, Series 63, Financial Services, Financial Advisory, Series 65, Retirement Planning, Trading, Investment Advisory, Insurance, ETFs, Retirement, Risk Management, Equities, Portfolio Management, Hedging, Investment Strategies, Asset Allocation, Investments, Bonds, Strategic Financial..., Proprietary Trading, Fixed Annuities, 401k, Equity Trading, Trading Strategies, Alternative Investments, Fixed Income, Wealth Management, Financial Markets, Asset Management, Financial Planning
Education
University of California, Los Angeles
Bachelor, Business/Finance
Amy Kearney's Western International Securities Experience September 2008 - December 2009
Job Financial Analyst at Colorado Springs Utilities
Industry Utilities
Experience
Colorado Springs Utilities December 2011 - Present
Honeywell Technology Solutions, Inc. September 2009 - December 2011
Western International Securities September 2008 - December 2009
Merrill Lynch February 2007 - September 2008
Wachovia Securities June 2000 - February 2007
Skills
Financial Analysis, Financial Planning, Investments, Asset Management, Equities, Statistics, Asset Managment, Strategic Financial..., Corporate Finance, Analysis, Risk Management, Management
Education
University of Colorado at Colorado Springs 2007 — 2010
Bachelors, Business with Finance/Accounting Emphasis
Colorado Springs Utilities December 2011 - Present
Honeywell Technology Solutions, Inc. September 2009 - December 2011
Western International Securities September 2008 - December 2009
Merrill Lynch February 2007 - September 2008
Wachovia Securities June 2000 - February 2007
Skills
Financial Analysis, Financial Planning, Investments, Asset Management, Equities, Statistics, Asset Managment, Strategic Financial..., Corporate Finance, Analysis, Risk Management, Management
Education
University of Colorado at Colorado Springs 2007 — 2010
Bachelors, Business with Finance/Accounting Emphasis
Mark Reinstein's Western International Securities Experience 2001 - 2002
Job President at SANDLAPPER Securities, LLC (member FINRA/SIPC) and Sandlapper Wealth Management, LLC
Industry Investment Management
Experience
SANDLAPPER Securities, LLC (Member FINRA/SIPC) June 2014 - Present
Sandlapper Wealth Management, LLC June 2002 - Present
Western International Securities 2001 - 2002
Auerbach Pollack & Richardson 2000 - 2001
American Frontier Financial Corporation 1996 - 2000
PaineWebber 1994 - 1996
Bear Stearns & Company 1989 - 1994
Skills
Strategic Planning, Asset Management, Sales, Investments, Strategy, Mergers & Acquisitions, Asset Managment, Portfolio Management
Education
The University of Georgia 1980 — 1984
BBA, business
University of Georgia - Terry College of Business 1980 — 1984
bba, mis
SANDLAPPER Securities, LLC (Member FINRA/SIPC) June 2014 - Present
Sandlapper Wealth Management, LLC June 2002 - Present
Western International Securities 2001 - 2002
Auerbach Pollack & Richardson 2000 - 2001
American Frontier Financial Corporation 1996 - 2000
PaineWebber 1994 - 1996
Bear Stearns & Company 1989 - 1994
Skills
Strategic Planning, Asset Management, Sales, Investments, Strategy, Mergers & Acquisitions, Asset Managment, Portfolio Management
Education
The University of Georgia 1980 — 1984
BBA, business
University of Georgia - Terry College of Business 1980 — 1984
bba, mis
Lee Tarbet's Western International Securities Experience June 2015 - Present
Job Financial Advisor at Western International Securities
Industry Construction
Experience
Western International Securities June 2015 - Present
MCLM Landscape Maintenance 1998 - April 2015
Elegant Gardens Nursery May 2000 - May 2004
Novell September 1987 - May 1998
Brigham Young University September 1985 - August 1987
Skills
Strategic Planning, Training, Organization, Communication, Processes Development, Marketing, Management, B2B, Negotiation, Direct Sales, Start-ups, Strategy, New Business Development, Team Building, Entrepreneurship, Leadership, Public Speaking, Marketing Strategy, Team Leadership, Sales Management, Customer Service, Social Media
Education
Brigham Young University 1981 — 1987
B.S. Business Finance, Minor in Linguistics
Western International Securities June 2015 - Present
MCLM Landscape Maintenance 1998 - April 2015
Elegant Gardens Nursery May 2000 - May 2004
Novell September 1987 - May 1998
Brigham Young University September 1985 - August 1987
Skills
Strategic Planning, Training, Organization, Communication, Processes Development, Marketing, Management, B2B, Negotiation, Direct Sales, Start-ups, Strategy, New Business Development, Team Building, Entrepreneurship, Leadership, Public Speaking, Marketing Strategy, Team Leadership, Sales Management, Customer Service, Social Media
Education
Brigham Young University 1981 — 1987
B.S. Business Finance, Minor in Linguistics
Dion Faradonez's Western International Securities Experience 2007 - 2008
Job Creative Designer and Illustrator
Industry Design
Experience
Infineon Technologies 2015 - Present
Dionz Design 2006 - Present
International Rectifier January 2009 - January 2015
Western International Securities 2007 - 2008
Merge Left, Inc. 2006 - 2007
Skills
Illustration, Graphic Design, Web Design, Illustrator, Photoshop, InDesign, Adobe Creative Suite, Graphics, Logo Design, Typography, Creative Direction
Education
California State University-Fullerton 2004 — 2006
Bachelor’s Degree, Graphic Design & Illustration
Mt. San Antonio College 2002 — 2004
Associate’s Degree, Liberal Arts
Infineon Technologies 2015 - Present
Dionz Design 2006 - Present
International Rectifier January 2009 - January 2015
Western International Securities 2007 - 2008
Merge Left, Inc. 2006 - 2007
Skills
Illustration, Graphic Design, Web Design, Illustrator, Photoshop, InDesign, Adobe Creative Suite, Graphics, Logo Design, Typography, Creative Direction
Education
California State University-Fullerton 2004 — 2006
Bachelor’s Degree, Graphic Design & Illustration
Mt. San Antonio College 2002 — 2004
Associate’s Degree, Liberal Arts
Jichen He's Western International Securities Experience February 1995 - June 1999
Job Insurance Product Management and Research
Industry Insurance
Experience
Topa Insurance Company April 2013 - March 2015
Independent Contractor January 2010 - March 2013
Farmers Insurance Group July 2007 - December 2009
Farmers Insurance Group and CSC July 1999 - June 2007
Western International Securities February 1995 - June 1999
USC and Cedars Sinai Med July 1991 - December 1994
Skills
Insurance, Predictive Modeling, CPCU, Problem Solving, Mainframe, Data Analysis, Actuarial, Analytics, SAS, SQL, Advanced statistical..., Analysis, Management, Access, Business Requirements, Data Mining, Financial Services, Data Modeling, Underwriting, Consulting, Finance, Enterprise Miner, Advanced Statistic..., Web Development, Property and Casualty..., Loss and Profitability..., GLM, Rate Making, SAS Programming, Actuarial Science
Education
Boston University 2006 — 2007
Master, Insurance Management
American Institute of CPCU 2004 — 2005
Insurance
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 1989 — 1991
PhD, Physiology
ZheJiang University 1985 — 1988
Master, Engineering
SAS Institute
SAS certificate for predictive modeler, Mathematical Statistics and Probability
Topa Insurance Company April 2013 - March 2015
Independent Contractor January 2010 - March 2013
Farmers Insurance Group July 2007 - December 2009
Farmers Insurance Group and CSC July 1999 - June 2007
Western International Securities February 1995 - June 1999
USC and Cedars Sinai Med July 1991 - December 1994
Skills
Insurance, Predictive Modeling, CPCU, Problem Solving, Mainframe, Data Analysis, Actuarial, Analytics, SAS, SQL, Advanced statistical..., Analysis, Management, Access, Business Requirements, Data Mining, Financial Services, Data Modeling, Underwriting, Consulting, Finance, Enterprise Miner, Advanced Statistic..., Web Development, Property and Casualty..., Loss and Profitability..., GLM, Rate Making, SAS Programming, Actuarial Science
Education
Boston University 2006 — 2007
Master, Insurance Management
American Institute of CPCU 2004 — 2005
Insurance
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 1989 — 1991
PhD, Physiology
ZheJiang University 1985 — 1988
Master, Engineering
SAS Institute
SAS certificate for predictive modeler, Mathematical Statistics and Probability
Danielle Llamas's Western International Securities Experience January 2010 - Present
Job Operations Vice President Western International Securities
Industry Financial Services
Experience
Western International Securities January 2010 - Present
Associated Securities Corp October 2005 - September 2009
Associated Securities Corp July 1998 - October 2005
Associated Securities Corp 1996 - July 1998
Skills
Securities, Mutual Funds, Investments, Equities, Asset Management, Financial Services, Series 7
Education
Loyola Marymount University, College of Business Administration 1989 — 1994
BA, Finance
Western International Securities January 2010 - Present
Associated Securities Corp October 2005 - September 2009
Associated Securities Corp July 1998 - October 2005
Associated Securities Corp 1996 - July 1998
Skills
Securities, Mutual Funds, Investments, Equities, Asset Management, Financial Services, Series 7
Education
Loyola Marymount University, College of Business Administration 1989 — 1994
BA, Finance
Kevin Aguilera's Western International Securities Experience September 2010 - Present
Job Sr Financial Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities September 2010 - Present
UBS Financial Services October 1999 - September 2010
Skills
Series 7, Series 63, Series 65, Insurance, Securities, Retirement Planning, Annuities, Mutual Funds, Asset Allocation, 401k, Investment Advisory, Retirement, Wealth Management, Financial Advisory, Investment Strategies, Alternative Investments, Financial Planning, Investments, Equities, Asset Management, Fixed Income, Portfolio Management, IRA's, Retirement Income..., Insurance Planning, Wealth Accumulation, 529 Plans, ETFs, Bonds, Separately Managed..., Managed Accounts, Investment Products, Wealth Preservation, Term Life Insurance, Wealth Preservation..., Retirement Solutions
Education
California State University-Hayward - School of Business and Economics 1991 — 1997
BS, Business Administration Finance Option
California State University-Hayward - School of Business and Economics 1991 — 1997
BA, Economics
Western International Securities September 2010 - Present
UBS Financial Services October 1999 - September 2010
Skills
Series 7, Series 63, Series 65, Insurance, Securities, Retirement Planning, Annuities, Mutual Funds, Asset Allocation, 401k, Investment Advisory, Retirement, Wealth Management, Financial Advisory, Investment Strategies, Alternative Investments, Financial Planning, Investments, Equities, Asset Management, Fixed Income, Portfolio Management, IRA's, Retirement Income..., Insurance Planning, Wealth Accumulation, 529 Plans, ETFs, Bonds, Separately Managed..., Managed Accounts, Investment Products, Wealth Preservation, Term Life Insurance, Wealth Preservation..., Retirement Solutions
Education
California State University-Hayward - School of Business and Economics 1991 — 1997
BS, Business Administration Finance Option
California State University-Hayward - School of Business and Economics 1991 — 1997
BA, Economics
Aimara Freeman, MBA's Western International Securities Experience July 2008 - August 2009
Job Creative Marketer | Experienced Copywriter | Passionate Communicator
Industry Marketing and Advertising
Experience
San Bernardino County Department of Behavioral Health (DBH) December 2014 - Present
Coldwell Banker Commercial Real Estate Solutions January 2014 - December 2014
Barstow Community Hospital February 2013 - October 2013
Rose of Sharon June 2010 - January 2013
Apartment Association Greater Inland Empire (AAGIE) April 2010 - August 2010
Western International Securities July 2008 - August 2009
A Birthday 2 Remember October 2005 - June 2008
Skills
Marketing, Social Media Marketing, Bilingual, Computer Proficiency, Public Speaking, Social Media, Event Planning, Community Outreach, Non-profits, Customer Service, Public Relations, PowerPoint, Marketing Communications, Advertising, Sales, Email Marketing, Internal Communications, Nonprofits, Editing, Marketing Strategy, Management, Press Releases, Leadership Development, Newsletters
Education
University of La Verne
Master of Business Administration (M.B.A.), Business Adminstration
University of California, Riverside 2001 — 2004
Bachelor of Science (B.S.), Business Administration
College of the Desert, Palm Desert Ca
A.A, Liberal Arts
San Bernardino County Department of Behavioral Health (DBH) December 2014 - Present
Coldwell Banker Commercial Real Estate Solutions January 2014 - December 2014
Barstow Community Hospital February 2013 - October 2013
Rose of Sharon June 2010 - January 2013
Apartment Association Greater Inland Empire (AAGIE) April 2010 - August 2010
Western International Securities July 2008 - August 2009
A Birthday 2 Remember October 2005 - June 2008
Skills
Marketing, Social Media Marketing, Bilingual, Computer Proficiency, Public Speaking, Social Media, Event Planning, Community Outreach, Non-profits, Customer Service, Public Relations, PowerPoint, Marketing Communications, Advertising, Sales, Email Marketing, Internal Communications, Nonprofits, Editing, Marketing Strategy, Management, Press Releases, Leadership Development, Newsletters
Education
University of La Verne
Master of Business Administration (M.B.A.), Business Adminstration
University of California, Riverside 2001 — 2004
Bachelor of Science (B.S.), Business Administration
College of the Desert, Palm Desert Ca
A.A, Liberal Arts
Darmanian, John's Western International Securities Experience September 2009 - Present
Job Financial Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities September 2009 - Present
Citi September 2005 - September 2009
TD Ameritrade February 1997 - September 2005
Skills
Protect lifestyle, Protect Income, Protect assets, Protect your desired..., Client Centered services, Family financial..., Retirement plan..., 401K Rollovers, 401K Specialist, Women and Investing, Licensed Life & Health..., Business Continuity..., Asset, 401k Rollovers, Financial Education, Strategic Financial..., Income, Investments, Insurance, Series 63, Retirement, Financial Services, Retirement Planning, IRAs, Finance, Fixed Annuities, Financial Planning, Mutual Funds, Portfolio Management, Wealth Management, Series 7, Life Insurance
Education
Cal State L.A.
B.A., Liberal Studies
California State University-Los Angeles
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Western International Securities September 2009 - Present
Citi September 2005 - September 2009
TD Ameritrade February 1997 - September 2005
Skills
Protect lifestyle, Protect Income, Protect assets, Protect your desired..., Client Centered services, Family financial..., Retirement plan..., 401K Rollovers, 401K Specialist, Women and Investing, Licensed Life & Health..., Business Continuity..., Asset, 401k Rollovers, Financial Education, Strategic Financial..., Income, Investments, Insurance, Series 63, Retirement, Financial Services, Retirement Planning, IRAs, Finance, Fixed Annuities, Financial Planning, Mutual Funds, Portfolio Management, Wealth Management, Series 7, Life Insurance
Education
Cal State L.A.
B.A., Liberal Studies
California State University-Los Angeles
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Pete Trummer's Western International Securities Experience 2005 - Present
Job Financial Advisor
Industry Financial Services
Experience
Western International Securities 2005 - Present
Peter Trummer Insurance 1998 - Present
Waddell & Reed Financial Services 1998 - 2005
Health Net 1995 - 1997
The Prudential 1988 - 1995
Kinsel Accountancy Corporation 1985 - 1988
Skills
Retirement Planning, Strategic Financial..., Insurance, Finance, Small Business
Education
Ithaca College 1980 — 1984
Bachelor of Science, Accounting
Western International Securities 2005 - Present
Peter Trummer Insurance 1998 - Present
Waddell & Reed Financial Services 1998 - 2005
Health Net 1995 - 1997
The Prudential 1988 - 1995
Kinsel Accountancy Corporation 1985 - 1988
Skills
Retirement Planning, Strategic Financial..., Insurance, Finance, Small Business
Education
Ithaca College 1980 — 1984
Bachelor of Science, Accounting
Kate Leymaster's Western International Securities Experience October 2010 - May 2011
Job Experienced Client Service Associate
Industry Investment Management
Experience
Western International Securities October 2010 - May 2011
UBS Financial Services September 2003 - October 2010
Skills
Microsoft Office, Customer Service, Marketing Communications, Microsoft Excel, Microsoft Word, Marketing Research, Marketing Strategy, Office Management, Time Management, Typing, Data Entry, Records Management, Receptionist Duties, Administrative..., Business Correspondence, Corporate Events, Seminars
Education
Nicholls State University 1999 — 2001
Business Administration and Management, General
San Joaquin Delta College 1999 — 2001
Associate of Arts (A.A.), Business Administration and Management, General
San Joaquin Delta College 1999 — 2001
Associate of Science (A.S.), Business Administration and Management, General
Western International Securities October 2010 - May 2011
UBS Financial Services September 2003 - October 2010
Skills
Microsoft Office, Customer Service, Marketing Communications, Microsoft Excel, Microsoft Word, Marketing Research, Marketing Strategy, Office Management, Time Management, Typing, Data Entry, Records Management, Receptionist Duties, Administrative..., Business Correspondence, Corporate Events, Seminars
Education
Nicholls State University 1999 — 2001
Business Administration and Management, General
San Joaquin Delta College 1999 — 2001
Associate of Arts (A.A.), Business Administration and Management, General
San Joaquin Delta College 1999 — 2001
Associate of Science (A.S.), Business Administration and Management, General
Leon Kung's Western International Securities Experience June 2008 - July 2008
Job Investment Consultant at Hewitt EnnisKnupp, Inc., an Aon Company
Industry Financial Services
Experience
Hewitt EnnisKnupp, Inc., an Aon Company April 2013 - Present
Hewitt EnnisKnupp, Inc., an Aon Company March 2012 - April 2013
Hewitt EnnisKnupp, Inc., an Aon Company July 2010 - March 2012
Krause Fund January 2010 - May 2010
University of Iowa Foundation June 2009 - October 2009
Western International Securities June 2008 - July 2008
College of American Pathologists (CAP) May 2006 - January 2008
Skills
Financial Analysis, Finance, Microsoft Excel, Data Analysis, PowerPoint, Investments, Financial Modeling, Process Improvement, Risk Management, Chinese, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BA, Finance, Entrepreneurial Management
Hewitt EnnisKnupp, Inc., an Aon Company April 2013 - Present
Hewitt EnnisKnupp, Inc., an Aon Company March 2012 - April 2013
Hewitt EnnisKnupp, Inc., an Aon Company July 2010 - March 2012
Krause Fund January 2010 - May 2010
University of Iowa Foundation June 2009 - October 2009
Western International Securities June 2008 - July 2008
College of American Pathologists (CAP) May 2006 - January 2008
Skills
Financial Analysis, Finance, Microsoft Excel, Data Analysis, PowerPoint, Investments, Financial Modeling, Process Improvement, Risk Management, Chinese, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BA, Finance, Entrepreneurial Management
Susan Cerini's Western International Securities Experience 2003 - 2010
Job Financial Advisor
Industry Financial Services
Experience
Western International Securities 2003 - 2010
UBS Financial 2001 - 2003
Bateman Eichler, Hill Richards 1973 - 1976
Skills
Retirement Planning
Education
University of Southern California 1969 — 1973
BS, English Literature
Providence High School. Burbank CA 1965 — 1969
Western International Securities 2003 - 2010
UBS Financial 2001 - 2003
Bateman Eichler, Hill Richards 1973 - 1976
Skills
Retirement Planning
Education
University of Southern California 1969 — 1973
BS, English Literature
Providence High School. Burbank CA 1965 — 1969
Crissel Rodriguez's Western International Securities Experience September 2011 - Present
Job Financial Assistant at Western International Securities
Industry Financial Services
Experience
Western International Securities September 2011 - Present
MK Signs and Printing April 2011 - August 2011
US Congress November 2010 - February 2011
Education
California State University-Los Angeles 2009 — 2011
Bachelor of Science, Political Science
Western International Securities September 2011 - Present
MK Signs and Printing April 2011 - August 2011
US Congress November 2010 - February 2011
Education
California State University-Los Angeles 2009 — 2011
Bachelor of Science, Political Science
Doug Zierdt's Western International Securities Experience December 1999 - Present
Job Market Analyst at Western International Securities
Industry Financial Services
Experience
Western International Securities December 1999 - Present
W.J. Gallagher & Co. February 1996 - December 1999
Skills
Creative Writing, Technical Writing
Education
University of Hawaii at Manoa 1969 — 1971
B.A. Mathematics
Montgomery College 1967 — 1969
Associate of Arts (AA), Engineering
Western International Securities December 1999 - Present
W.J. Gallagher & Co. February 1996 - December 1999
Skills
Creative Writing, Technical Writing
Education
University of Hawaii at Manoa 1969 — 1971
B.A. Mathematics
Montgomery College 1967 — 1969
Associate of Arts (AA), Engineering
Fadi Ahmed's Western International Securities Experience June 2009 - October 2009
Job Relationship Manager
Industry Financial Services
Experience
De Groote Financial Group LLC September 2013 - Present
United Capital Financial Advisers, LLC November 2009 - September 2013
Western International Securities June 2009 - October 2009
Charles Schwab April 2007 - May 2009
AIG Annuity February 2004 - March 2007
Education
California State University-Northridge 2000 — 2004
Economics
De Groote Financial Group LLC September 2013 - Present
United Capital Financial Advisers, LLC November 2009 - September 2013
Western International Securities June 2009 - October 2009
Charles Schwab April 2007 - May 2009
AIG Annuity February 2004 - March 2007
Education
California State University-Northridge 2000 — 2004
Economics