Wise Steward Corporation
Description
Address: 22405 La Palma Ave # 101, Yorba Linda, CA 92887 Phone: (714) 455-0250Place name: : Hours: Website: Category: : : : : : Website: http://www.wisesteward.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wise Steward Royal Alliance Posting publicly on the Web Write a review Reviews Be the first to review
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Wise Steward Corporation Employees
Employee
Years
Job
Industry
Sam W. Girgis Sam W. Girgis's Wise Steward Corporation Experience June 2009 - December 2010
Job Office Manager/Healthcare Administrator at Newport Psychiatry and Addiction Treatment Center
Industry Consumer Services
Experience
Newport Psychiatry and Addiction Treatment Center December 2014 - Present
Global Connection Network January 2013 - December 2014
Genpact Enterprises/Citibank September 2011 - December 2012
Seven Telecom March 2011 - September 2011
Wise Steward Corporation June 2009 - December 2010
Merrill Lynch March 2009 - June 2009
Pacific Western Bank January 2006 - June 2007
Farmers Insurance January 2005 - January 2006
Skills
International Business..., Personal Financial..., Marketing Specialist, Strategic Financial..., Leadership, Sales, Entrepreneurship, Finance, Small Business, Training, Portfolio Management, Analysis, Selling, Technical Recruiting, Human Resource..., Recruiting, Human Resources, Social Networking, Management, Time Management
Education
Azusa Pacific University 2015 — 2018
Master’s Degree, Master of Arts in Management
UC Irvine, Extension 2013 — 2015
Human Resources Certification, Human Resources Management and Services, A 3.97 GPA through seven courses.
Hope International University 2008 — 2010
Bachelor’s Degree, Business Management, 3.26 Cum GPA, 3.9 Institutional GPA
Newport Psychiatry and Addiction Treatment Center December 2014 - Present
Global Connection Network January 2013 - December 2014
Genpact Enterprises/Citibank September 2011 - December 2012
Seven Telecom March 2011 - September 2011
Wise Steward Corporation June 2009 - December 2010
Merrill Lynch March 2009 - June 2009
Pacific Western Bank January 2006 - June 2007
Farmers Insurance January 2005 - January 2006
Skills
International Business..., Personal Financial..., Marketing Specialist, Strategic Financial..., Leadership, Sales, Entrepreneurship, Finance, Small Business, Training, Portfolio Management, Analysis, Selling, Technical Recruiting, Human Resource..., Recruiting, Human Resources, Social Networking, Management, Time Management
Education
Azusa Pacific University 2015 — 2018
Master’s Degree, Master of Arts in Management
UC Irvine, Extension 2013 — 2015
Human Resources Certification, Human Resources Management and Services, A 3.97 GPA through seven courses.
Hope International University 2008 — 2010
Bachelor’s Degree, Business Management, 3.26 Cum GPA, 3.9 Institutional GPA
Bill Bellinger Bill Bellinger's Wise Steward Corporation Experience June 1998 - February 2001
Job at
Industry Retail
Experience
WFG - World Financial Group January 2015 - Present
Colton Joint Unified School District February 2007 - Present
Fontana Unified School District August 2006 - Present
Unlimited Values Vending Services July 2004 - Present
Wise Steward Corporation / National Planning Corporation February 2001 - January 2005
Wise Steward Corporation June 1998 - February 2001
Independant Capital Management (ICM) / SunAmerica Securities March 1995 - June 1998
Skills
Banking, Delinquency Management, Collections, Consumer Lending, Mortgage Lending, Marketing, Network Marketing, Team Building, Teaching, Sales, Mutual Funds, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Fixed Annuities, Life Insurance, Term Life Insurance, Health Insurance, HMO, PPO, Cafeteria Plans, Disability Insurance, Customer Service, Estate Planning, Public Speaking, Defined Contribution, Defined Benefit, 401k, 401k Rollovers, 403 b, 529 Plans, IRAs, Roth IRA, SEP IRA, Project Management, Social Media, Vendor, Inventory Management, Retail, Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, Outlook, Microsoft Word, Music, Musicians, Trumpet, Bass Guitar, Acoustic Guitar
Education
Hampton University 1973 — 1977
Bachelor of Science, Marketing
Amityville Memorial HIgh School 1969 — 1973
Diploma
WFG - World Financial Group January 2015 - Present
Colton Joint Unified School District February 2007 - Present
Fontana Unified School District August 2006 - Present
Unlimited Values Vending Services July 2004 - Present
Wise Steward Corporation / National Planning Corporation February 2001 - January 2005
Wise Steward Corporation June 1998 - February 2001
Independant Capital Management (ICM) / SunAmerica Securities March 1995 - June 1998
Skills
Banking, Delinquency Management, Collections, Consumer Lending, Mortgage Lending, Marketing, Network Marketing, Team Building, Teaching, Sales, Mutual Funds, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Fixed Annuities, Life Insurance, Term Life Insurance, Health Insurance, HMO, PPO, Cafeteria Plans, Disability Insurance, Customer Service, Estate Planning, Public Speaking, Defined Contribution, Defined Benefit, 401k, 401k Rollovers, 403 b, 529 Plans, IRAs, Roth IRA, SEP IRA, Project Management, Social Media, Vendor, Inventory Management, Retail, Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, Outlook, Microsoft Word, Music, Musicians, Trumpet, Bass Guitar, Acoustic Guitar
Education
Hampton University 1973 — 1977
Bachelor of Science, Marketing
Amityville Memorial HIgh School 1969 — 1973
Diploma
Shirnett Gordon Fleet Shirnett Gordon Fleet's Wise Steward Corporation Experience 1998 - 1999
Job Sr. Director of Channel Marketing
Industry Marketing and Advertising
Experience
SmartThings September 2015 - Present
Filip Technologies March 2014 - August 2015
N/A - Freelance Consulting July 2009 - March 2014
Virgin Charter August 2007 - July 2009
Crystal Cruises 2004 - 2007
Universal Studios March 2001 - September 2004
Cimarron Group 2000 - 2001
Baker & Taylor 1999 - 2000
Wise Steward Corporation 1998 - 1999
Skills
Online Marketing, Direct Marketing, Brand Development, Marketing Strategy, Marketing Communications, E-commerce, Integrated Marketing, Sales, Advertising, Marketing, Marketing Management, Strategy, Creative Direction, Lead Generation, CRM, Digital Marketing, Social Media, Public Relations, Agency Relationship..., Partnership Marketing
Education
University of California, Los Angeles 2002 — 2003
UCLA Extension: Professional Development, Advertising & Media
San Diego State University-California State University 1994 — 1998
BA, Communication
SmartThings September 2015 - Present
Filip Technologies March 2014 - August 2015
N/A - Freelance Consulting July 2009 - March 2014
Virgin Charter August 2007 - July 2009
Crystal Cruises 2004 - 2007
Universal Studios March 2001 - September 2004
Cimarron Group 2000 - 2001
Baker & Taylor 1999 - 2000
Wise Steward Corporation 1998 - 1999
Skills
Online Marketing, Direct Marketing, Brand Development, Marketing Strategy, Marketing Communications, E-commerce, Integrated Marketing, Sales, Advertising, Marketing, Marketing Management, Strategy, Creative Direction, Lead Generation, CRM, Digital Marketing, Social Media, Public Relations, Agency Relationship..., Partnership Marketing
Education
University of California, Los Angeles 2002 — 2003
UCLA Extension: Professional Development, Advertising & Media
San Diego State University-California State University 1994 — 1998
BA, Communication
Algernon Lam's Wise Steward Corporation Experience 2003 - 2005
Job Sr. Financial Analyst at Meritus Payment Solutions
Industry Financial Services
Experience
Meritus Payment Solutions an Optimal Payments Company March 2014 - Present
Fresh Enterprises (Baja Fresh, La Salsa & Canyons Burgers) November 2011 - March 2014
Phresh Kids, LLC January 2011 - November 2011
Nakoma Group 2007 - 2009
Guardian Trading, LLC 2005 - 2007
Wise Steward Corporation 2003 - 2005
Skills
Financial Analysis, Accounting, Excel, Financial Reporting, Strategic Planning, Planning, Forecasting, Budgeting, Analysis, Business Strategy, Microsoft Office, Financial Modeling, Negotiation, Microsoft Excel, Budgets, Competitive Analysis, Strategy, Customer Service, Sales, Variance Analysis, Auditing, Strategic Financial..., Finance, Account Reconciliation, Project Management, Marketing, Payroll, Business Planning, Corporate Finance, Valuation, Sarbanes-Oxley Act, Due Diligence, Financial Planning
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA, Finance
University of California, Los Angeles 1998 — 2002
B.A., International Economics and Computing Specialization
Meritus Payment Solutions an Optimal Payments Company March 2014 - Present
Fresh Enterprises (Baja Fresh, La Salsa & Canyons Burgers) November 2011 - March 2014
Phresh Kids, LLC January 2011 - November 2011
Nakoma Group 2007 - 2009
Guardian Trading, LLC 2005 - 2007
Wise Steward Corporation 2003 - 2005
Skills
Financial Analysis, Accounting, Excel, Financial Reporting, Strategic Planning, Planning, Forecasting, Budgeting, Analysis, Business Strategy, Microsoft Office, Financial Modeling, Negotiation, Microsoft Excel, Budgets, Competitive Analysis, Strategy, Customer Service, Sales, Variance Analysis, Auditing, Strategic Financial..., Finance, Account Reconciliation, Project Management, Marketing, Payroll, Business Planning, Corporate Finance, Valuation, Sarbanes-Oxley Act, Due Diligence, Financial Planning
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA, Finance
University of California, Los Angeles 1998 — 2002
B.A., International Economics and Computing Specialization
Chris Eugene Chris Eugene's Wise Steward Corporation Experience January 2001 - May 2008
Job
Industry Gambling & Casinos
Experience
Christopher Alan, Inc August 2004 - December 2013
KP Gaming Supplies August 2004 - May 2013
Wise Steward Corporation January 2001 - May 2008
Lund Food Holdings, Inc. 1996 - 2001
Skills
Casino, Gaming Industry, Strategic Planning, Poker, Business Strategy, Customer Service, Marketing Strategy, Negotiation, Database Marketing, Budgets, Microsoft Office, Microsoft Excel, Adobe Creative Suite, Graphic Design, Blackjack, Slots, Sales, Casino Gaming, Indian Gaming, Tribal Gaming, Strategic Financial..., Contract Negotiation, Gambling, Operations Management, VIP, Project Management, Gaming, Start-ups, Affiliate Marketing, Online Marketing, Customer Acquisition, Graphic Arts, Leadership
Education
University of Minnesota-Twin Cities 1990 — 1993
St. Olaf College 1987 — 1990
Christopher Alan, Inc August 2004 - December 2013
KP Gaming Supplies August 2004 - May 2013
Wise Steward Corporation January 2001 - May 2008
Lund Food Holdings, Inc. 1996 - 2001
Skills
Casino, Gaming Industry, Strategic Planning, Poker, Business Strategy, Customer Service, Marketing Strategy, Negotiation, Database Marketing, Budgets, Microsoft Office, Microsoft Excel, Adobe Creative Suite, Graphic Design, Blackjack, Slots, Sales, Casino Gaming, Indian Gaming, Tribal Gaming, Strategic Financial..., Contract Negotiation, Gambling, Operations Management, VIP, Project Management, Gaming, Start-ups, Affiliate Marketing, Online Marketing, Customer Acquisition, Graphic Arts, Leadership
Education
University of Minnesota-Twin Cities 1990 — 1993
St. Olaf College 1987 — 1990
Alfredo Gomez, CFA Alfredo Gomez, CFA's Wise Steward Corporation Experience August 2002 - June 2004
Job AVP, Alternative Investments, Due Diligence at National Planning Holdings
Industry Financial Services
Experience
National Planning Holdings May 2011 - Present
National Planning Holdings January 2011 - April 2011
National Planning Holdings January 2009 - December 2010
National Planning Holdings February 2008 - December 2008
National Planning Holdings January 2005 - February 2008
New York Life Insurance Company June 2004 - December 2004
Wise Steward Corporation August 2002 - June 2004
Skills
Alternative Investments, Mutual Funds, Portfolio Management, REIT, Due Diligence, Financial Services, Morningstar, Equities, Valuation, Asset Management, Hedge Funds, Microsoft Office, Financial Advisory, REITs, Private Placements
Education
Loyola Marymount University 1999 — 2002
BA
National Planning Holdings May 2011 - Present
National Planning Holdings January 2011 - April 2011
National Planning Holdings January 2009 - December 2010
National Planning Holdings February 2008 - December 2008
National Planning Holdings January 2005 - February 2008
New York Life Insurance Company June 2004 - December 2004
Wise Steward Corporation August 2002 - June 2004
Skills
Alternative Investments, Mutual Funds, Portfolio Management, REIT, Due Diligence, Financial Services, Morningstar, Equities, Valuation, Asset Management, Hedge Funds, Microsoft Office, Financial Advisory, REITs, Private Placements
Education
Loyola Marymount University 1999 — 2002
BA
Kimberly Carson, MBA, PHR, SHRM-CP Kimberly Carson, MBA, PHR, SHRM-CP's Wise Steward Corporation Experience May 2005 - September 2007
Job Area HR Manager
Industry Human Resources
Experience
Securitas Security Services USA, Inc. August 2015 - Present
Total HR Management April 2014 - August 2015
Dish Restaurant August 2009 - April 2014
I Am F.I.T. (Fully Inspired and Transformed) 2010 - December 2012
Kraze-TV Network March 2006 - November 2007
Wise Steward Corporation May 2005 - September 2007
Skills
Microsoft Office..., People Relations, Project Management, Administrative Work, Recruiting, Social Networking, Human Resources, Training, Interviews, Communication Skills, Employee Wellness..., Writing, Business Development, Legal Compliance, Employee Benefits, Leadership, Networking, Personnel Management, Performance Management, Management, Employee Relations, Talent Acquisition, Talent Management, Onboarding, Organizational..., Employee Engagement, Customer Service, HR Policies, Employee Training, Leadership Development
Education
California State Polytechnic University-Pomona 2013 — 2015
Master of Business Administration (MBA), Human Resources Management and Services, 4.0
Northwestern State University 2003 — 2005
Bachelor's degree, Psychology
Securitas Security Services USA, Inc. August 2015 - Present
Total HR Management April 2014 - August 2015
Dish Restaurant August 2009 - April 2014
I Am F.I.T. (Fully Inspired and Transformed) 2010 - December 2012
Kraze-TV Network March 2006 - November 2007
Wise Steward Corporation May 2005 - September 2007
Skills
Microsoft Office..., People Relations, Project Management, Administrative Work, Recruiting, Social Networking, Human Resources, Training, Interviews, Communication Skills, Employee Wellness..., Writing, Business Development, Legal Compliance, Employee Benefits, Leadership, Networking, Personnel Management, Performance Management, Management, Employee Relations, Talent Acquisition, Talent Management, Onboarding, Organizational..., Employee Engagement, Customer Service, HR Policies, Employee Training, Leadership Development
Education
California State Polytechnic University-Pomona 2013 — 2015
Master of Business Administration (MBA), Human Resources Management and Services, 4.0
Northwestern State University 2003 — 2005
Bachelor's degree, Psychology
Y. Michael Chiu's Wise Steward Corporation Experience 1996 - Present
Job EMP, WSC
Industry Financial Services
Experience
Tagfront Asia 2010 - Present
Wise Steward Corporation 1996 - Present
HCG 2002 - June 2012
Skills
Strategic Planning, Start-ups, Investments, Business Strategy, Mergers, Entrepreneurship, Business Development, Product Management, Marketing Strategy, Due Diligence, New Business Development, Business Planning, Product Development, Program Management, Retail, Mandarin, Portfolio Management, Consumer Products, Cross-functional Team..., Negotiation
Education
University of Southern California - Marshall School of Business 2003 — 2005
Master of Business Administration (MBA)
University of California, Riverside 1988 — 1992
BS, business administration
Tagfront Asia 2010 - Present
Wise Steward Corporation 1996 - Present
HCG 2002 - June 2012
Skills
Strategic Planning, Start-ups, Investments, Business Strategy, Mergers, Entrepreneurship, Business Development, Product Management, Marketing Strategy, Due Diligence, New Business Development, Business Planning, Product Development, Program Management, Retail, Mandarin, Portfolio Management, Consumer Products, Cross-functional Team..., Negotiation
Education
University of Southern California - Marshall School of Business 2003 — 2005
Master of Business Administration (MBA)
University of California, Riverside 1988 — 1992
BS, business administration
Jeremy Portnoff's Wise Steward Corporation Experience March 2002 - March 2005
Job FeeOnly Financial Planner & Investment Advisor
Industry Financial Services
Experience
Portnoff Financial LLC March 2005 - Present
Wise Steward Corporation March 2002 - March 2005
Skills
Retirement Planning, Investments, IRA's, Strategic Financial..., Retirement, 401k, Financial Planners, Investment Management, Wealth Accumulation, Estate Planning, Investment Advisory, Financial Advisory, Wealth, Wealth Management, Portfolio Management, Personal Finance, Asset Allocation, Investment Strategies, IRAs
Education
Institute of Business & Finance 2010 — 2012
Master of Science in Financial Services, Financial Planning and Services
California State University-Fullerton 1999 — 2002
BA, Financial Planning
California State University-Fullerton, Mihaylo College of Business and Economics 1999 — 2002
Business Administration, Financial Planning
Portnoff Financial LLC March 2005 - Present
Wise Steward Corporation March 2002 - March 2005
Skills
Retirement Planning, Investments, IRA's, Strategic Financial..., Retirement, 401k, Financial Planners, Investment Management, Wealth Accumulation, Estate Planning, Investment Advisory, Financial Advisory, Wealth, Wealth Management, Portfolio Management, Personal Finance, Asset Allocation, Investment Strategies, IRAs
Education
Institute of Business & Finance 2010 — 2012
Master of Science in Financial Services, Financial Planning and Services
California State University-Fullerton 1999 — 2002
BA, Financial Planning
California State University-Fullerton, Mihaylo College of Business and Economics 1999 — 2002
Business Administration, Financial Planning
Brian Croxton's Wise Steward Corporation Experience 2005 - 2005
Job Engineering Student
Industry Mechanical or Industrial Engineering
Experience
SODEXO (former SODEXHO) April 2009 - October 2012
Medi-Dyn, Inc. December 2005 - March 2009
Wise Steward Corporation 2005 - 2005
Skills
Training, Leadership, Customer Service, Budgets, Strategic Planning, Analysis, Operations Management, Public Speaking, PowerPoint, Process Improvement
Education
Indiana University-Purdue University at Indianapolis 2013 — 2017
Loyola Marymount University, College of Business Administration 2001 — 2005
Bachelors, Information Systems and Qualitative Management
SODEXO (former SODEXHO) April 2009 - October 2012
Medi-Dyn, Inc. December 2005 - March 2009
Wise Steward Corporation 2005 - 2005
Skills
Training, Leadership, Customer Service, Budgets, Strategic Planning, Analysis, Operations Management, Public Speaking, PowerPoint, Process Improvement
Education
Indiana University-Purdue University at Indianapolis 2013 — 2017
Loyola Marymount University, College of Business Administration 2001 — 2005
Bachelors, Information Systems and Qualitative Management
Behshid Amini-Rad's Wise Steward Corporation Experience January 1996 - April 1998
Job Director of Treasury at SuccessFactors
Industry Computer Software
Experience
SuccessFactors, Inc February 2008 - Present
FileNet Corp an IBM Company March 2000 - July 2007
FilNET corp 2000 - 2007
Optum Software January 1998 - January 2000
WISE STEWARD CORPORATION January 1996 - April 1998
Western Union Financial Services January 1994 - January 1995
Skills
Treasury Management, Cash Management, Financial Analysis, Mergers & Acquisitions, Forecasting, Start-ups, Risk Management, Portfolio Management, Banking, Accounting, Managerial Finance, Treasury, Investments, Internal Controls, Finance
Education
University of California, Berkeley
University of Connecticut
BS, Accounting
University of Hartford
MBA, Finance
SuccessFactors, Inc February 2008 - Present
FileNet Corp an IBM Company March 2000 - July 2007
FilNET corp 2000 - 2007
Optum Software January 1998 - January 2000
WISE STEWARD CORPORATION January 1996 - April 1998
Western Union Financial Services January 1994 - January 1995
Skills
Treasury Management, Cash Management, Financial Analysis, Mergers & Acquisitions, Forecasting, Start-ups, Risk Management, Portfolio Management, Banking, Accounting, Managerial Finance, Treasury, Investments, Internal Controls, Finance
Education
University of California, Berkeley
University of Connecticut
BS, Accounting
University of Hartford
MBA, Finance
Kate Yi-Hui Lee's Wise Steward Corporation Experience 2002 - 2003
Job Chrome OS Partner Brand Manager at Google
Industry Marketing and Advertising
Experience
Google via Akorbi Staffing September 2014 - Present
SB Neighborhood Clinics (Healthcare, serving 17,000 low income residents) September 2013 - March 2014
Fresh Corner Cafe (Social venture that provides healthy meals to Detroit's underserved communities) October 2012 - January 2013
Zevia (Fast growing beverage company that distributes to Whole Foods) June 2012 - August 2012
SMARTWIND (Wind Turbine Startup) April 2012 - June 2012
Commission Junction / ValueClick 2007 - 2011
PwC 2004 - 2006
Wise Steward Corporation 2002 - 2003
Skills
Brand Management, Campaign Management, Digital Marketing, Social Media & Blog..., Consumer Insight..., Profit & Loss Management, Search Engine Marketing, Project Management, Program Management, Mobile App Development, Strategic Partnership..., Media Ads Negotiations, New Product Launch, Certified Public..., Client Development, Product Launch
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration
University of California, Los Angeles 1997 — 2001
Bachelor of Arts Business Economics, Minor in Computer Programming and Minor in Accounting, GPA: 3.7
Google via Akorbi Staffing September 2014 - Present
SB Neighborhood Clinics (Healthcare, serving 17,000 low income residents) September 2013 - March 2014
Fresh Corner Cafe (Social venture that provides healthy meals to Detroit's underserved communities) October 2012 - January 2013
Zevia (Fast growing beverage company that distributes to Whole Foods) June 2012 - August 2012
SMARTWIND (Wind Turbine Startup) April 2012 - June 2012
Commission Junction / ValueClick 2007 - 2011
PwC 2004 - 2006
Wise Steward Corporation 2002 - 2003
Skills
Brand Management, Campaign Management, Digital Marketing, Social Media & Blog..., Consumer Insight..., Profit & Loss Management, Search Engine Marketing, Project Management, Program Management, Mobile App Development, Strategic Partnership..., Media Ads Negotiations, New Product Launch, Certified Public..., Client Development, Product Launch
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration
University of California, Los Angeles 1997 — 2001
Bachelor of Arts Business Economics, Minor in Computer Programming and Minor in Accounting, GPA: 3.7