White Pacific Securities, Inc.
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White Pacific Securities, Inc. Employees
Azpire Financial & Insurance Services December 2013 - Present
AXA Advisors September 2013 - Present
B.B. Graham & Co. D.B.A. Azpire Investment Management May 2012 - September 2013
White Pacific Securities, Inc. January 2010 - March 2012
Ameriprise Financial Services September 2007 - June 2009
First Allied Securities June 2005 - September 2007
A.G. Edwards September 1994 - June 2005
Olde Discount (Acquired by H&R Block Financial Advisors) September 1991 - September 1994
Education
Gonzaga University 2007 — 2010
Masters, Organizational Leadership
San Diego State University-California State University 1982 — 1988
Bachelor's of Arts, Economics
NVIDIA May 2006 - Present
Schwab & Co. December 2005 - February 2006
White Pacific Securities, Inc. January 1999 - December 2005
J. Walter Thompson June 1991 - September 1995
Skills
Project Planning, Program Management, Project Execution, Vendor Management, Contract Management, Budgeting, Scheduling, Logistics, Web Design, Graphic Design, Print, Advertising, Localization Management, Chinese Mandarin, Negotiation, Process Improvement, Microsoft Office, Quicbase, Planning, Product Launch, Cross-functional Team..., Teamwork, Graphics, Project Management, Budgets, Management, Mobile Devices, Marketing Strategy, Marketing, Process Scheduler, Mandarin, Competitive Analysis, Product Marketing, Strategic Planning, Positioning, Multi-channel Marketing, Recruiting, Digital Marketing, Go-to-market Strategy, Strategic Partnerships, Market Research, Product Management, E-commerce, Integrated Marketing, CRM, Marketing Management, Business Development, Online Advertising, Social Media Marketing, Online Marketing
Education
California State University-Hayward - School of Business and Economics 1997 — 1998
MBA, Marketing, 3.812
California State University-Hayward - School of Business and Economics 1995 — 1997
BS, Marketing, 3.896
Ming Chuan University 1983 — 1985
A.A., Business Administration
ATK August 2014 - Present
Fidelity Investments November 2010 - August 2014
White Pacific Securities, Inc. January 2008 - November 2010
Sam's Club May 2004 - January 2008
Skills
Marketing, Due Diligence, Finance, Training, Equities, Selling, Investment Properties, Strategic Financial..., Cash Flow, Financial Analysis, Financial Modeling, Commercial Real Estate, Analysis
Education
University of Utah - David Eccles School of Business 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2003 — 2007
Bachelor of Arts (BA), Spanish Language and Literature
World Journal February 2015 - Present
Freelance Translator/Editor 1995 - Present
White Pacific Securities, Inc. January 2006 - June 2011
e21corp January 2000 - December 2000
Skills
Website Localization, Translation, English to Chinese..., Web Content, Marketing Communications, Advertising, Advertising Copywriting, Chinese, Mandarin, Taiwanese, Cantonese, Adobe Acrobat, Photoshop, Microsoft Word, Microsoft Excel, PowerPoint
Education
San Jose State University
Master of Science (MS), Mass Communications
Fu-Jen Catholic University Taiwan
Bachelor's degree, Mass Communications/TV, Radio & Film
Russell Investments January 2014 - Present
Microsoft July 2011 - January 2014
White Pacific Securities, Inc. June 2010 - September 2010
Guotai Junan Securities Co., Ltd July 2008 - September 2008
Skills
C++, C#, Matlab, SQL, Excel, VBA, Derivatives, Quantitative Finance, Hedging, Time Series Analysis, Data Mining
Education
University of Minnesota-Twin Cities 2009 — 2011
Master of Science (M.S.), Financial Mathematics
Sun Yat-Sen University 2005 — 2009
Bachelor's Degree, Mathematics and Applied Mathematics
CSPA (Chinese Software Professional Association) November 2010 - Present
Wellspring Consulting March 2012 - August 2013
White Pacific Securities, Inc. September 2011 - December 2011
White Pacific Securities, Inc. September 2010 - January 2011
MBA Program, Business School, University of San Francisco September 2010 - December 2010
MBA Program, Business School, University of San Francisco September 2009 - December 2009
Chinese Hospital, San Francisco June 2009 - September 2009
Guangzhou Institute of Biomedicine and Health, Chinese Academy of Sciences, GIBH November 2007 - May 2008
Guangzhou International Business Incubator Ltd November 2005 - January 2006
Skills
C, SQL, Java, Software Engineering, Financial Planning, Financial Analysis, Equity Research, Equity Valuation, Derivatives, FX trading, Options Strategies, Market Analysis, Public Relations, Fluent in Cantonese, Mandarin, Healthcare, Cleantech, Strategic Financial..., Market Research
Education
University of San Francisco 2008 — 2010
Mater, Economics( Financial concentration)
South China Agricultural University 2004 — 2008
Bachelor, Biological Sciences
Insight Wealth Strategies (Lincoln Financial Advisors) June 2015 - Present
Insight Wealth Strategies (Lincoln Financial Advisors) November 2013 - Present
Insight Wealth Strategies (Lincoln Financial Advisors) February 2013 - November 2013
Alamo Capital September 2012 - February 2013
White Pacific Securities, Inc. August 2009 - March 2012
First Investors Corporation October 2006 - May 2009
Ability Training, Inc. 2005 - 2006
Cotton Communications 2003 - 2004
Travel Russia 2001 - 2002
Skills
Series 7, Series 66, Series 6, Series 63, HTML, Prospecting Skills, Retirement Planning, Life Insurance, Health Insurance, Life & Health Insurance..., Risk Management, Mentoring New Hires, Dreamweaver, Web Analytics, Photoshop, SEO, Social Media Marketing, Google Apps, Online Advertising, SQL, Streamlining, Communication Skills, Close Attention to..., Problem Solving, Paperwork, Contact Management, Educational Workshops, CMS, CSS Javascript, Analytical Skills, Adobe Fireworks, Flash, Bug Tracking, Debugging, W3C Validation, Mobile Design, Cross-browser..., User-centered Design, Remote Desktop, WebEx, GoToMyPC, Video Editing, Video Production, Wireframes, Content Migration, Multi-language, Social Networking Sites, PHP4/5, Microsoft Office, Wireless Networking
Education
University of California, Santa Cruz 2002 — 2006
Bachelor of Arts (B.A.), Business Management Economics and minor in Accounting
Symantec 2011 - Present
Clearwell Systems 2010 - 2011
Micro Focus 2009 - 2010
NetManage, Inc. September 2007 - 2009
Guidewire Software, Inc. March 2007 - September 2007
Advansor Corp 2005 - 2006
White Pacific Securities, Inc. 2000 - 2002
Education
San Jose State University
MS, Client/Server Software Engineering
San Jose State University
BS, Computer Science
Pyper and Frogley, LLC January 2010 - Present
Pyper and Frogley LLC 2010 - 2011
White Pacific Securities, Inc. April 2007 - June 2009
Education
California State University-Fullerton 2005 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
California State University-Fullerton 2005 — 2007
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