WM Financial

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WM Financial Employees

Employee
Years
Job
Industry
Gary C. Galarpe Gary C. Galarpe Charlotte, North Carolina Area Details
Gary C. Galarpe's WM Financial Experience January 2006 - September 2006
Job Chief Operating Officer at Nathan Hale Capital LLC
Industry Financial Services
Experience
Nathan Hale Capital fka Tahoe Fixed Income   September 2013 - Present
Girard Securities  September 2006 - February 2013
WM Financial   January 2006 - September 2006
LPL Financial  August 1996 - January 2006

Skills
Series 7, Series 63, Securities, Fixed Income, Investment Advisory, Trading, Investment Strategies, Series 24, FINRA, Bloomberg, Financial Services, Trading Systems, Mutual Funds, Finance, Alternative Investments

Education
California State University-Fullerton   1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General

Najah Hull Najah Hull Seattle, Washington Details
Najah Hull's WM Financial Experience June 2002 - December 2003
Job Seeking new opportunities
Industry Accounting
Experience
Faire La Fête   August 2012 - Present
Northland Communications  May 2013 - March 2014
Energy Efficient Systems, LLC   May 2008 - December 2012
Barrier Motors  September 2005 - April 2007
WM Financial   June 2002 - December 2003

Skills
Early Childhood..., Accounting, Adept problem-solver, Leadership, Accounts Payable &..., Journal Entries, Account Reconciliation, Customer Relations, Accruals, Monthly Close Process, Project Planning, Microsoft Office, Office Administration, Project Management, Digital Photography, Financial Accounting, Lesson Planning, Teaching, Special Education, Curriculum Design, Elementary Education, Classroom Management, Classroom, Curriculum Development, Tutoring, Literacy, Differentiated..., Smartboard, Childcare, Child Development, Public Speaking, Customer Service, Fundraising, PowerPoint, Community Outreach, Editing, Team Building, Event Planning, ADP Payroll, Photography, Scrapbooking, Penmanship, Written Communication

Education
University of Washington   1998 — 2012
Bachelor's degree

Bellevue College   1995 — 1998
Associate of Arts (AA)

Franklin High School   1991 — 1995
Diploma

Jonathan Glabman Jonathan Glabman Los Angeles, California Details
Jonathan Glabman's WM Financial Experience June 1999 - July 2001
Job Vanity and Toll Free Marketing and Branding at Glabman Financial
Industry Insurance
Experience
Farmers Insurance  March 2000 - Present
Glabman Financial   December 1998 - Present
WM Financial   June 1999 - July 2001

Skills
Brand Development, Corporate Branding, Telecommunications, Marketing Strategy, Direct Marketing, Television, Radio Advertising, Advertising, Advertising Sales, Outdoor Advertising, Media Relations, Media Planning, Digital Media, Brand Awareness, Toll Free, B2C, B2C marketing, New Business Development, Consultative Selling, Marketing Communications, Number Portability, Selling, Cross Selling, Value Selling, Lead Generation, B2B, B2B Marketing, B2B services

Education
UCLA   1985 — 1988
Bachelor of Arts (BA), Psychology

Edward Basham Edward Basham Houston, Texas Area Details
Edward Basham's WM Financial Experience March 2004 - October 2007
Job RAE Digital Marketing Specialist at G/O Digital
Industry Marketing and Advertising
Experience
G/O Digital  January 2015 - Present
Hearst Digital Media  March 2014 - December 2014
Hearst Digital Media  October 2012 - March 2014
ReachLocal  October 2011 - October 2012
LMG  May 2007 - October 2012
Anytime Fitness  October 2009 - March 2011
WM Financial   March 2004 - October 2007
Merrill Lynch  1999 - 2004

Skills
Google Analytics, Google Adwords, Google Docs, Adwords Certified, Google Adwords..., Marketing, Social Media Marketing, Digital Marketing, Marketing Management, Marketing Strategy, Online Advertising, Search Advertising, Advertising Management, Microsoft Office, Mobile Marketing, Mobile Advertising, Life Settlements, Life Settlement..., Structured Settlements, Structured Settlement..., Social Media, Digital Media, New Media, New Media Marketing, New Media Consulting, SEO, Investments, B2B, Facebook, SEM, Life Insurance, Direct Marketing, Portfolio Management, Advertising Sales, Social Networking, Lead Generation, Online Marketing, Email Marketing, PPC, Digital Strategy, Web Marketing, Small Business, Advertising, Media Planning, Salesforce.com, Cold Calling, Sales, Integrated Marketing, Sales Management, Web Analytics

Education
Sam Houston State University   1990 — 1994
BBA, Marketing

Sam Houston State University   1989 — 1993
BBA Marketing Focus, Marketing/Marketing Management, General

Drew Thompson, CFP® Drew Thompson, CFP® Danville, California Details
Drew Thompson, CFP®'s WM Financial Experience September 2002 - September 2004
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  September 2004 - Present
WM Financial   September 2002 - September 2004
A.G. Edwards   May 2001 - August 2002

Skills
Wealth Management, Asset Allocation, Wealth Preservation..., Estate Considerations, 401k Rollovers, Mutual Funds

Education
Humboldt State University   1997 — 2001
BA, Business Administration

Roberto Aceveda Roberto Aceveda Juneau, Alaska Details
Roberto Aceveda's WM Financial Experience July 2005 - September 2008
Job Counseling & Benefits Education Manager
Industry Government Administration
Experience
State of Alaska DOA, DR&B   April 2010 - Present
WM Financial   July 2005 - September 2008
Gila River Indian Casino   September 2002 - June 2004

Skills
Policy, Microsoft Office, Customer Service, Public Speaking, Retirement, Team Management, Risk Management, Process Improvement, Analysis, Financial Analysis, Psychotherapy, Data Analysis, Leadership Development, Organizational..., Strategic Planning, Budgets, Microsoft Excel, Team Building, Business Planning, PowerPoint, Leadership, Training, Coaching, Insurance

Education
LCSC   1998 — 2000
Bachelor of Science (BS), Business Administration and Management, General

AVTEC-Alaska's Institute of Technology   1994 — 1995
Shop Foreman Certificate, Automobile/Automotive Mechanics Technology/Technician

Roger DeBock Roger DeBock Greater San Diego Area Details
Roger DeBock's WM Financial Experience January 1996 - January 2004
Job Business Development Consultant.
Industry Financial Services
Experience
RDB-Consulting   November 2004 - Present
WM Financial   January 1996 - January 2004
Morgan Stanley Dean Witter  October 1987 - December 1996

Skills
Financial Analysis, Capital, Asset Management, Portfolio Management, Financial Management, Valuation, Financial Reporting, Financial Planning, Financial Modeling, Corporate Finance, Forecasting, Due Diligence, Asset, Investments, Wealth Management, Private Banking, Strategic Planning, Investment Banking, Private Equity, Equities, Retirement Planning, Alternative Investments, Capital Markets, Mutual Funds, Business Strategy, Funding, Securities

Education
University of Southern California

Vivian Chu Vivian Chu San Francisco Bay Area Details
Vivian Chu's WM Financial Experience 2005 - 2008
Job at
Industry Banking
Experience
Wells Fargo  December 2013 - Present
Rodan + Fields Dermatologists  June 2013 - Present
Wells Fargo Funds Management Group  August 2009 - December 2013
Wells Fargo  January 2008 - August 2009
WM Financial   2005 - 2008
WaMu Investments  2005 - 2008
Washington Mutual  2001 - 2008
GeoSpatial Technologies, Inc.   February 2000 - May 2001
Law Offices of Vlahos & Vlahos   April 1994 - December 1999
First Nationwide Bank  June 1992 - April 1994

Skills
Series 7, FINRA

Education
San Francisco State University, College of Business   1994 — 1999
Bachelor of Science, International Business

Veronikah J Ricano Veronikah J Ricano Mckinney, Texas Details
Veronikah J Ricano's WM Financial Experience February 2004 - May 2009
Job Bilingual First Grade Teacher at Celina ISD
Industry Education Management
Experience
Celina ISD  August 2014 - Present
Legacy Preparatory Charter Academy  2015 - 2015
Legacy Preparatory Charter Academy  2015 - 2015
Legacy Preparatory Charter Academy  2015 - 2015
Dallas ISD  September 2011 - November 2013
Congar Institute   December 2009 - August 2011
Student  May 2009 - November 2009
WM Financial   February 2004 - May 2009
Revolution Funding   September 2003 - December 2003
Indy Mac Bank  April 2000 - September 2003

Skills
Access, Accounting, Editing, Teamwork, Management, Nonprofits, Time Management, Event Planning, Teaching, Software Documentation, Leadership, Analysis

Education
Oblate School of Theology   2010 — 2015
MAPM, Theology

Azusa Pacific University   2005 — 2007
B.A, Biblical Studies

Citrus College   2003 — 2005
Associates Degrees, Business & Behavioral Science

Paul Pascual Paul Pascual Orange County, California Area Details
Paul Pascual's WM Financial Experience January 1999 - January 2000
Job Senior Health Plans Manager at Applied General Agency
Industry Insurance
Experience
Applied General Agency  January 2009 - Present
Genworth Financial  January 2006 - January 2009
Allianz Life  January 2001 - January 2006
Pacific Life  January 2000 - January 2001
WM FINANCIAL   January 1999 - January 2000

Skills
Fixed Annuities, Series 6, Variable Annuities, Long-term Care, Series 63, Insurance, Mutual Funds, Life Insurance, Term Life Insurance, Retirement, Employee Benefits, CRM, Selling, Medicare, Health Insurance, Brokers, Health Savings Accounts, Retirement Planning, Disability Insurance, 401k

Education
California State University
B.A, Economics

California State University-Fullerton
BA, Economics

Robert Otis Robert Otis Greater Los Angeles Area Details
Robert Otis's WM Financial Experience 2007 - 2008
Job Business Analyst at HunterDonaldson
Industry Financial Services
Experience
HunterDonaldson   August 2012 - Present
Smith Barney  April 2008 - June 2009
wm financial   2007 - 2008
Morgan Stanley  1986 - 2007

Skills
Securities, Mutual Funds, Equities, Series 7, Series 63, Retirement Planning, Investments, Asset Managment, Asset Allocation, Asset Management, Risk Management, Fixed Income, Wealth Management, Financial Services, Portfolio Management, Management, Hedge Funds, FINRA, Investment Advisory, Insurance, Banking, Trading, Finance, Credit Analysis, Credit, Financial Advisory, Financial Modeling, Financial Analysis

Education
University of California, Berkeley   1980 — 1984
ba, social science

Dominguez high school

Rachelle Richardson Rachelle Richardson Greater Seattle Area Details
Rachelle Richardson's WM Financial Experience July 2004 - March 2005
Job Aircraft Dispatch
Industry Airlines/Aviation
Experience
Endeavor Air  May 2015 - Present
Wells Fargo Investments  September 2008 - August 2012
Boutique manhattan   January 2005 - June 2008
WM Financial   July 2004 - March 2005

Skills
Aviation, Flight Dispatch

Education
University of Washington   1989 — 1994
Bachelor's Degree, History

Green River Community College

Michael E. Williams Michael E. Williams Medford, Oregon Details
Michael E. Williams's WM Financial Experience 1991 - 1995
Job Financial Advisor at U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC
Industry Financial Services
Experience
U.S. Banccorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC   2010 - Present
JPMorgan Chase  June 2004 - March 2010
Charles Schwab  June 1994 - April 2004
WM Financial   1991 - 1995

Education
San Francisco State University   1984 — 1987
Bachelor of Science (B.S.), Finance

Stewart County High School