WM Financial Services

WM Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WM Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.

WM Financial Services Salaries. You can even request information on how much does WM Financial Services pay if you want to. Learn about salaries, pros and cons of working for WM Financial Services directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

81 WM Financial Services employees in database. Find out everything there's to know about WM Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

WM Financial Services Employees

Employee
Years
Job
Industry
Robert B. Greene Robert B. Greene Los Angeles, California Details
Robert B. Greene's WM Financial Services Experience January 1999 - October 2000
Job Partner at Full Spectrum Wealth
Industry Investment Management
Experience
Full Spectrum Wealth   2011 - Present
LPL Financial  October 2008 - Present
Tow Financial   November 2003 - October 2008
Allied Consulting Group   October 2000 - October 2003
WM Financial Services   January 1999 - October 2000
Griffin Financial Services  November 1998 - January 1999
Glenfed Brokerage Services   June 1986 - November 1998
Merrill Lynch  December 1984 - March 1986

Skills
Portfolio Management, Investment Management, Wealth Management, Municipal Bonds, Life Insurance, Equities, Asset Management, Long Term Care Insurance, College Education..., Strategic Financial..., Series 65, Series 7

Education
The American College   2006 — 2008
Masters of Science in Financial Services, MSFS

California Lutheran University   1988 — 1990
CFP®, Certified Financial Planner Cirriculum

University of Southern California   1980 — 1983
BA Business Administration, Economics, Finance

roscomare road

Jeff Werthman Jeff Werthman San Francisco Bay Area Details
Jeff Werthman's WM Financial Services Experience June 1998 - September 2000
Job Lead, Inside Sales Specialist HiVol at Endicia
Industry Computer Software
Experience
Endicia  October 2012 - Present
Interactive Data Corporation  November 2003 - November 2011
Robert Half / Accountemps  February 2003 - May 2003
Lycos.com  September 2000 - October 2002
WM Financial Services   June 1998 - September 2000

Skills
Customer Relations, Email Marketing, Investments, New Business Development, Trading, Executive Management, Research, Team Building, Selling, Salesforce.com, Sales, SaaS, Marketing, Management, Entrepreneurship, Customer Service, CRM, Business Development, Analysis, Lead Generation, Account Management, Strategic Partnerships, Sales Process, Start-ups, Solution Selling, Direct Sales, Leadership

Education
San Jose State University   1993 — 1996
Bachelor of Science, Business Administration (Accounting)

Kim Landers, B.A., A.A.S., R.T.(R)(CT)(ARRT) Kim Landers, B.A., A.A.S., R.T.(R)(CT)(ARRT) Flower Mound, Texas Details
Kim Landers, B.A., A.A.S., R.T.(R)(CT)(ARRT)'s WM Financial Services Experience 2007 - 2007
Job Radiologic Technologist
Industry Hospital & Health Care
Experience
Denton Regional Medical Center (subsidiary hospital of HCA)   May 2014 - August 2014
Medical Center of Mckinney  January 2014 - May 2014
Gaylord Texan  2010 - 2012
Sutera Spa   2007 - 2010
WM Financial Services   2007 - 2007
Fidelity Investments  2006 - 2006
Ameriprise Financial Services  2004 - 2006
Self Employed  2003 - 2004

Skills
Healthcare, Teaching, Data Entry, Licensing, Leadership, Microsoft Office, Spanish, Microsoft Excel, SPSS, Critical Thinking, Customer Service, Teamwork, Hospitals, Microsoft Word, Therapeutic Massage, Research, Cpr Certified, Public Speaking, Clinical Research, Higher Education, Nutrition, Access, Statistics, Event Planning, Finance, PowerPoint, Nonprofits, Data Analysis

Education
Brookhaven Community College   2014 — 2014
Advanced Technical Certificate, Computed Tomography

Brookhaven Community College   2012 — 2013
Associate in Applied Science, Radiologic Sciences

University of California, Irvine
Bachelor of Arts (BA), Economics

Ernie Renner Ernie Renner Santa Rosa, California Details
Ernie Renner's WM Financial Services Experience August 2003 - August 2004
Job Managing Director
Industry Financial Services
Experience
SLR Financial, Inc.   April 2012 - Present
Chase Investment Services  May 2009 - April 2012
WaMu Investments, Inc.   February 2003 - May 2009
WM Financial Services   August 2003 - August 2004
WM Financial Services   August 2002 - August 2003

Skills
Investments, Portfolio Management, Risk Management, Asset Management, Fixed Income, Business Strategy, Equities, Capital Markets, Strategic Planning, Change Management, New Business Development, Management

Education
San Diego State University-California State University   1998 — 2001

Tom Decker, CFP Tom Decker, CFP Melbourne, Florida Details
Tom Decker, CFP's WM Financial Services Experience December 1999 - June 2003
Job VP, Investment Services at Space Coast Credit Union
Industry Financial Services
Experience
Investment Services at Space Coast Credit Union   June 2003 - Present
WM Financial Services   December 1999 - June 2003
Market Street Financial   March 1997 - December 1999

Skills
Loans, Banking, Mortgage Lending, Portfolio Management, Loan Origination, Financial Services, Credit Risk, Credit Unions, Finance

Education
University of Central Florida   2006 — 2008
Master of Business Administration (MBA), Business and Finance

University of Central Florida   1994 — 1996
Bachelor of Arts (BA), Business Administration/Finance

Maryam Rusch Maryam Rusch Greater Los Angeles Area Details
Maryam Rusch's WM Financial Services Experience May 2001 - September 2002
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  April 2013 - Present
NexBank Securities   December 2011 - February 2013
MainStay Investments / New York Life Investment Management   November 2007 - October 2009
AIG SunAmerica  September 2003 - November 2007
Van Kampen Funds  2002 - 2003
WM financial services   May 2001 - September 2002
Washington Mutual Bank  July 1998 - May 2001

Skills
Series 63, Series 7, Series 65, Mutual Funds, Series 6, Separately Managed..., Liquid Alternatives, Variable Annuities, Fixed Annuities, Financial Services, Financial Advisory, Investment Advisory, Wealth Management, Asset Allocation, Investments, 401k, Retirement Planning, Alternative Investments, ETFs, IRAs, Retirement, FINRA, Series 24, Uniform Combined State...

Education
California State University-Northridge   1999 — 2002
BA, Criminology and Corrections

Birmingham High School   1992 — 1996

Herzl   1991 — 1993

Industry Related Training

Frank Parlato Frank Parlato Greater Los Angeles Area Details
Frank Parlato's WM Financial Services Experience March 1999 - April 2004
Job Wealth Advisor at Palomar Financial Services, LLC
Industry Financial Services
Experience
Palomar Financial Services, LLC   September 2014 - Present
LifeMark Securities Corp  October 2012 - September 2014
UnionBanc Investments   July 2006 - December 2010
Wells Fargo Advisors  May 2004 - July 2006
WM Financial Services   March 1999 - April 2004

Skills
401k Rollovers, Retirement Planning, Financial Advisory, IRAs, Investment Advisory, Retirement, Fixed Annuities, Asset Allocation, Uniform Combined State..., Alternative Investments, Series 63, Investment Strategies, Long-term Care, Investments, Wealth Management, Strategic Financial..., Mutual Funds, 401k, Securities, Portfolio Management, Series 7, Life Insurance, ETFs, Separately Managed..., Financial Services, Traditional IRA, Roth IRA, SEP IRA, Indexed Annuities, Life & Health Insurance..., Wealth, Finance, Estate Planning, Asset Management, Insurance

Education
California State University-Fullerton
Bachelor of Business Administration(B.B.A.), Management

Morris Chen Morris Chen Houston, Texas Area Details
Morris Chen's WM Financial Services Experience 1995 - 2001
Job Asset Manager at MLB Capital Partners, LLC
Industry Real Estate
Experience
MLB Capital Partners, LLC   August 2015 - Present
Transwestern  April 2010 - July 2015
USGBC Texas Gulf Coast   2014 - 2014
USGBC Texas Gulf Coast   2014 - 2014
USGBC Texas Gulf Coast   2014 - 2014
CAMERON MANAGEMENT  November 2005 - April 2010
UTILITY CHOICE ELECTRIC   January 2004 - October 2005
WM FINANCIAL SERVICES   1995 - 2001

Skills
Real Estate, Property Management, Leases, Due Diligence, Asset Management, Budgets, Investment Properties, Management, Leadership, Portfolio Management, Training, Tenant, Negotiation, Mergers & Acquisitions, Property, Finance, Accounting, LEED, Microsoft Excel, Analysis, Commercial Real Estate

Education
University of Houston, C.T. Bauer College of Business   2002 — 2004
MBA, Finance

Texas A&M University   1987 — 1992
Bachelor of Science, Engineering Technology (Manufacturing)

Elsik High School

David Asemanfar David Asemanfar Greater Los Angeles Area Details
David Asemanfar's WM Financial Services Experience April 2000 - August 2001
Job Managing Director, Green Arrow Insurance Solutions
Industry Insurance
Experience
Green Arrow Insurance & Financial Services   August 2001 - Present
WM Financial Services   April 2000 - August 2001
Paine Webber  March 1999 - April 2000

Skills
Insurance, Life Insurance, Workers Compensation, Commercial Insurance, General Insurance, Small Business, Umbrella Insurance, Property & Casualty..., Disability Insurance, Term Life Insurance, Customer Service, Strategic Planning, Team Building, Microsoft Office, Marketing, New Business Development, Project Management, Coaching, Negotiation

Education
The American College   1998 — 1999
Certificate, Advanced Financial Planning

Texas Southern University   1981 — 1987
Bachelor's of Science, Business Administration / Finance & Banking

Alex Litke Alex Litke Greater Los Angeles Area Details
Alex Litke's WM Financial Services Experience June 2007 - August 2007
Job Training Specialist
Industry Professional Training & Coaching
Experience
Mediaocean  November 2007 - Present
WM Financial Services   June 2007 - August 2007
MyCorporation by Intuit   November 2006 - April 2007
Deutsche Bank  October 2006 - November 2006
Washington Mutual  January 2006 - September 2006
DriveTime  July 2003 - August 2005
CIBC Oppenheimer  March 1998 - January 2000

Skills
Training, Software Documentation, Hands-on Training, Training Delivery, Analysis, Learning Management, Business Analysis, Customer Service, Instructional Design, Blended Learning, Process Improvement, CRM, Instructor-led Training, Employee Training, Microsoft Office, Account Management, Vendor Management, Needs Analysis, E-Learning, Sales, Workshop Facilitation, Performance Improvement, ADDIE, WebEx, Analytics, Business Process, Program Management, Technical Training, Training Facilitation, Customer Experience, Business Process..., Troubleshooting

Education
El Camino College

Eduard Morkunas Eduard Morkunas Miami/Fort Lauderdale Area Details
Eduard Morkunas's WM Financial Services Experience September 2002 - October 2004
Job Financial Services Professional
Industry Financial Services
Experience
Allstate  July 2012 - June 2015
Morgan Keegan  October 2004 - March 2009
WM Financial Services   September 2002 - October 2004
Quick & Reilly / Fleet Securities   May 2001 - December 2001
AXA Advisors  August 1998 - May 2001

Skills
Strategic Financial..., Investments, Retirement Planning, Series 7, Series 63, Financial Advisory, Banking, Asset Management, Finance, Fixed Annuities, Wealth Management, Portfolio Management, Insurance, Equities, 401k, Mutual Funds

Education
California State University-Long Beach
BA, Languages / Spanish

University of Southern California
Masters degree not completed., Business / Spanish

Denise Zapata Denise Zapata Greater Los Angeles Area Details
Denise Zapata's WM Financial Services Experience 2004 - 2007
Job Zapata Private Wealth Group CEO/Founder, Member of NettWorth Financial Group
Industry Financial Services
Experience
Zapata Private Wealth Group   October 2010 - Present
California Competes Tax Credit Committee   November 2013 - Present
Cetera Advisor Networks LLC, member FINRA/SIPC   2010 - January 2014
Latino Network  2010 - January 2014
Alta Vista CU/Alta Vista Financial Services   2010 - November 2013
HOPE  2013 - 2013
Altura CU   2008 - 2010
Altura Credit Union  2008 - 2010
WM FINANCIAL SERVICES   2004 - 2007
Washington Mutual  2003 - 2006

Skills
Wealth Management, Finance, Investments, Retirement Planning, Banking, Financial Services, Mutual Funds, Strategic Financial..., Securities, Wealth Management..., Retirement, Insurance, Fixed Annuities, Series 63, Credit, Series 7, FINRA

Education
Fielding Graduate University   2013 — 2015
Doctor of Education (Ed.D.), Educational Leadership and Change

UC Riverside   1997 — 2001
Bachelor of Business Administration (B.B.A.), Financial Planning and Services

Lambda Theta Nu Sorority, Inc.

Lily Pryce, CFP® Lily Pryce, CFP® Stuart, Florida Details
Lily Pryce, CFP®'s WM Financial Services Experience 2004 - 2009
Job Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T  2010 - Present
Chase  2009 - May 2010
WM Financial Services   2004 - 2009
H&R Block  2001 - 2004

Skills
Banking, Commercial Lending, Credit, Customer Service, Finance, Investments, Loans, Portfolio Management, Retail Banking, Retirement Planning, Series 63, Wealth Management

Education
University of Florida - Warrington College Of Business
Bachelor of Science Business Adminstration, Finance, General

Kaplan University

Joseph Murphy, J.D. Joseph Murphy, J.D. Seattle, Washington Details
Joseph Murphy, J.D.'s WM Financial Services Experience January 1998 - January 2000
Job Attorney at McNeice Wheeler
Industry Law Practice
Experience
McNeice Wheeler   October 2013 - Present
Eltopia Communications, LLC   November 2012 - Present
AXA-Advisors  2005 - November 2012
M. David Johnson PC   2003 - 2005
M. David Johnson P.C.   2001 - 2003
WM Financial Services   January 1998 - January 2000
CRH PLC   January 1997 - January 1998

Skills
Estate Planning, Wealth Management, Insurance, Retirement, Investment Strategies, Family Law, Corporate Law

Education
University of Washington School of Law   2014 — 2016
Master of Laws (LL.M.), Taxation

University of Denver - Sturm College of Law   2000 — 2003
Juris Doctorate, General Practice

Gonzaga University   1993 — 1997
Coursework, Business Finance

Nancy L. Anderson, CFP® Nancy L. Anderson, CFP® Park City, Utah Details
Nancy L. Anderson, CFP®'s WM Financial Services Experience January 1996 - December 2002
Job Senior Financial Planner, Vice President Key Private Bank
Industry Financial Services
Experience
KeyBank  June 2014 - Present
Forbes.com  August 2011 - Present
LearnVest Planning Services, Inc.   April 2013 - January 2014
Financial Finesse  September 2006 - March 2013
Nancy L. Anderson Financial & Insurance Services   December 2002 - September 2006
WM Financial Services   January 1996 - December 2002

Skills
Retirement Planning, Financial Education, Research, Newsletters, Financial Planning, Writing, Financial Wellness, Project Management, Corporate Blogging, Onboarding, Development & delivery..., Productivity Coaching, Strategic Financial..., Investments, Blogging, Training, Asset Allocation, Financial Services, 401k, Retirement, Small Business, Strategic Planning, Wealth Management, Finance, Financial Advisory, Financial Planners, Personal Finance, Employee Benefits, Investment Advisory, Investment Strategies

Education
University of California, Davis
B.A

Julia Savage Julia Savage Millburn, New Jersey Details
Julia Savage's WM Financial Services Experience 2004 - 2005
Job VP Relationship Manager Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  2012 - Present
Merrill Lynch  2008 - 2012
Bank of America  2005 - 2008
WM Financial Services   2004 - 2005
PNC Investments  2003 - 2004

Education
Kean University   1999 — 2003
Bachelor of Science (B.S.), International Business

Laurie Cole Laurie Cole Greater Seattle Area Details
Laurie Cole's WM Financial Services Experience 1996 - 2007
Job Account Manager at WFG National Title
Industry Real Estate
Experience
WFG National Title   May 2010 - Present
WM Financial Services   1996 - 2007

Skills
Sellers, Real Estate, Short Sales, Investment Properties, Condos, Real Estate Transactions

Education
Central Washington University

Arthur Chalekian, GEPC Arthur Chalekian, GEPC Greater Los Angeles Area Details
Arthur Chalekian, GEPC's WM Financial Services Experience January 2001 - November 2002
Job President, Elite Financial Partners
Industry Investment Management
Experience
Elite Financial Partners   1996 - Present
WM Financial Services   January 2001 - November 2002
American Express Financial Advisors  June 1997 - January 2001

Skills
Financial Planning, Retirement Planning, Estate Planning, Asset Protection, Retirement, Estate Tax Planning, Wealth Management, Wealth Preservation, Wealth Transfer Planning, Inheritance Tax Planning, Mutual Funds, Asset Allocation, Bonds, Stocks, Strategic Planning, Entity Selection, Retirement Income..., Real Estate Investment, 1031 Exchanges, IRA Rollovers, Roth IRA, 401k, 401k Rollovers, Succession Planning, Business Strategy, Long Term Care, Insurance, Investment Advisory, Employee Benefits, Term Life Insurance, Wealth Accumulation, Wealth, Disability Insurance, Alternative Investments, Series 7, Series 63, Series 65, IRAs, Strategic Financial..., Financial Planners, Banking, Finance, Wealth Management..., Investments, Tax, Small Business, Investment Management, Investment Strategies, Financial Services, Investment Properties

Education
College for Financial Planning   2011 — 2012
Chartered Retirement Planning Counselor Professional Education for Financial Advisors

University of Phoenix   2009 — 2012
Bachelor of Science (B.S.), Finance, 3.93

National Institute for Estate Planners   2004 — 2005
GEPC, Estate Planning

DHS   1981 — 1995

Piero Rosas Piero Rosas Miami/Fort Lauderdale Area Details
Piero Rosas's WM Financial Services Experience 2005 - 2007
Job Financial Advisor at GI Financial Services
Industry Financial Services
Experience
GI Financial Services   August 2007 - Present
Wealth Management Industry   2007 - 2013
WM Financial Services   2005 - 2007
Citicorp Investment Services  2002 - 2005

Skills
Retirement Planning, Wealth Management, Banking, Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Fixed Annuities, Series 65, Investment Advisory, Life Insurance, Series 7, Portfolio Management, Series 63, Securities, Alternative Investments, Estate Planning, Asset Managment, 401k, Fixed Income, Retirement, Equities, Insurance, Financial Analysis

Education
Florida International University   1996 — 1999
Bachelors in Business Administration, Finance & International Business

North Miami Beach Senior H.S.

Carter Sweet Carter Sweet San Francisco Bay Area Details
Carter Sweet's WM Financial Services Experience April 2001 - October 2002
Job Principal Broker at The Peralta Company
Industry Real Estate
Experience
The Short Sale Group / The Peralta Company   June 2014 - Present
The Short Sale Group / Diamond Bay Realty   May 2012 - June 2014
Better Homes and Gardens Mason-McDuffie  January 2010 - May 2012
BCW Inc.   July 2003 - April 2009
WM Financial Services   April 2001 - October 2002
Paine Webber  November 1999 - April 2001
Golden Gate Harley-Davidson   1996 - 1998
Harley-Davidson Nice Côte d'Azur   1995 - 1995

Skills
Foreclosures, Short Sales, Home, Real Estate, probate, Investment Properties, Rental Real Estate, HUD, Property, Real Estate Financing, FHA, Residential Homes, Sellers, Real Estate Transactions, Referrals, Mortgage Banking, Real Property, Mortgage Lending, Buyer Representation, REO, SFR

Education
San Francisco State University, College of Business   1996 — 1998
MBA, Business

Kansai Gaidai University   1987 — 1988
Business, Language, Foreign Studies Program

Sarah Lawrence College   1984 — 1988
BA, Liberal Arts

Richard A. McKusick CFP®,AIF® Richard A. McKusick CFP®,AIF® Pasadena, California Details
Richard A. McKusick CFP®,AIF®'s WM Financial Services Experience 1998 - 2005
Job Financial Services Executive Certified Financial Planner/ Private Investor
Industry Investment Management
Experience
Citi Wealth Management  2009 - June 2013
Citi Smith Barney  2006 - 2009
WM Financial Services   1998 - 2005
Griffin Financial Services  1991 - 1998

Skills
Series 7, Series 24, Series 63, Investments, Equities, Financial Advisory, Wealth Management, Portfolio Management, Retirement Planning, Certified Financial..., Securities, Asset Allocation, Investment Advisory, Mutual Funds, Strategic Financial..., Fixed Annuities, Series 6, Financial Services, Investment Management, Uniform Combined State..., Investment Strategies, 401k, Asset Management, Retirement, Banking, Insurance, Fixed Income, FINRA, Relationship Management, Wealth Management..., Hedge Funds, Finance, Series 65, ETFs, Bonds, Private Banking, High Net Worth...

Education
California State University-Los Angeles   1971 — 1975
BA, Psychology

Denver College of Financial Planning
CFP designation, Financial Planning

Jonathan Funk Jonathan Funk Camarillo, California Details
Jonathan Funk's WM Financial Services Experience January 2003 - September 2003
Job Tax Advisor & Enrolled Agent
Industry Accounting
Experience
Integrity Financial Consultants, LLC   January 2009 - Present
Intuit  January 2014 - Present
USAR IRR   August 2012 - Present
Parenthood  December 2009 - Present
USFJ   September 2009 - August 2012
US Army  May 2008 - December 2008
H&R Block (Seattle Center Franchise)   September 2005 - April 2008
Washington Army National Gaurd   September 2003 - April 2005
WM Financial Services   January 2003 - September 2003
self-employed  June 1998 - December 2002

Skills
Tax Preparation, Accounting, Tax, Investments, Corporate Tax, Tax Law, Tax Returns, Strategic Financial..., Strategic Planning, Small Business, Team Leadership, Customer Service, Finance, Public Speaking, Project Management, Series 7, Entrepreneurship, Management, Due Diligence

Education
City University of Seattle   2006 — 2008
Graduate Certificate, Personal Finance

State University of New York College at Geneseo   1990 — 1994
BA, Economics

Theresa (Schnetz) Shuping, CFP®, CIMA® Theresa (Schnetz) Shuping, CFP®, CIMA® Sacramento, California Area Details
Theresa (Schnetz) Shuping, CFP®, CIMA®'s WM Financial Services Experience 1996 - 2004
Job Wealth Management Specialist at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  March 2010 - Present
Blaylock Robert Van, LLC  July 2009 - March 2010
Thought to Action   March 2009 - June 2009
Ivy Funds  September 2007 - December 2008
Principal Funds  January 2007 - September 2007
WM Group of Funds  May 2004 - December 2006
WM Financial Services   1996 - 2004
ASB Financial Services   1996 - 1997
First Interstate Investments   1994 - 1996
James Mitchell and Co.   1989 - 1994

Education
College for Financial Planning   1986 — 1989
CFP

University of Illinois at Urbana-Champaign - College of Business   1981 — 1985

Palatine High School

Chris Giordano, AIF® Chris Giordano, AIF® San Francisco Bay Area Details
Chris Giordano, AIF®'s WM Financial Services Experience May 1993 - March 2004
Job Founder/ Owner at Giordano Wealth Management Group, LLC
Industry Financial Services
Experience
Giordano Wealth Management Group, LLC   December 2009 - Present
Santa Clara Valley Healthy Kids   2005 - Present
Wells Fargo Investments  March 2004 - November 2009
WM Financial Services   May 1993 - March 2004

Education
University of California, Santa Barbara   1987 — 1990

Michael Wall Michael Wall Portland, Oregon Details
Michael Wall's WM Financial Services Experience September 2002 - December 2004
Job Business Development Manager
Industry Information Technology and Services
Experience
CodeScience, Inc.   September 2015 - Present
NTT Centerstance   October 2010 - August 2015
OS Strategies Consulting   June 2009 - December 2009
SelectQuote Insurance Services  December 2004 - December 2006
WM Financial Services   September 2002 - December 2004

Skills
Business Intelligence, CRM, Negotiation, Salesforce.com, SaaS, Account Management, Sales, Business Development, Business Analysis, Solution Selling, New Business Development, Cloud Computing, Integration, Strategy, Sales Process, Salesforce.com..., Salesforce.com...

Education
Monterey Institute of International Studies   2007 — 2008
Master of Arts (MA), International Policy

St. Mary's College of California   1998 — 2002
Bachelor of Arts (BA), Political Science and Government

Joel Silberman Joel Silberman Greater Los Angeles Area Details
Joel Silberman's WM Financial Services Experience December 2005 - May 2009
Job Registered Client Service Associate at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management  June 2013 - Present
Bank of America/Merrill Edge   February 2012 - December 2012
CITI PERSONAL WEALTH MANAGEMENT  June 2010 - December 2011
WASHINGTON MUTUAL FINANCIAL SERVICES  December 2005 - June 2009
WM FINANCIAL SERVICES   December 2005 - May 2009
Atlas  2004 - 2008
Atlas Securities  2004 - 2008
ATLAS SECURITIES, INC./WORLD SAVINGS   October 2004 - May 2005
ATLAS SECURITIES, INC./WORLD SAVINGS   October 2004 - May 2005
WM FINANCIAL SERVICES Pacific Palisades   January 2001 - January 2003

Skills
Investments, Mutual Funds, Securities, Portfolio Management, Series 7, Investment Advisory, Series 63, Fixed Annuities, Retirement Planning, Wealth Management, Retirement, Financial Advisory, Management, Equities, Strategic Financial..., Finance, Asset Management, Uniform Combined State..., Asset Allocation, 401k, Sales, FINRA, Financial Services, Series 6, Series 65, Series 24, Alternative Investments, Fixed Income, IRAs, Bonds, Investment Strategies, Financial Planning

Education
University High School   1968 — 1971

Santa Monica College

Santa Monica College
General Education

Joe L. Fernandez Joe L. Fernandez Miami/Fort Lauderdale Area Details
Joe L. Fernandez's WM Financial Services Experience March 2003 - November 2004
Job Wealth Management Specialist
Industry Financial Services
Experience
Fendz Asset Management, Inc.   June 2006 - Present
Morgan Keegan, Inc.   November 2004 - June 2006
WM Financial Services   March 2003 - November 2004
A.G. EDWARDS & SONS   March 1998 - March 2003
Merrill Lynch  June 1997 - January 1998

Skills
Asset Management, Financial Advisory, Investment Strategies, Equity Indexed Annuities, Variable Annuities, Life Insurance, Health Insurance, 401k Rollovers, 401k, Retirement Planning, Strategic Financial..., Asset Managment, Portfolio Management, Retirement, Estate Planning, Financial Services, Fixed Annuities, Series 7, Securities, Wealth Management, Wealth Accumulation, Private Banking, Finance, High Net Worth..., Wealth Management..., Alternative Investments, Insurance, Risk Management, Investment Management, Disability Insurance, Investments, Series 63, Separately Managed..., Personal Finance, ETFs, Management, Fixed Income, Mutual Funds, Pensions, Series 65, Investment Advisory, Wealth, Asset Allocation, FINRA, Series 6, Entrepreneurship, Equities, Loans, IRAs, Bonds

Education
Cannon Financial Institute   2005 — 2005
Wealth Mgmt., Comprehensive Wealth Mgmt.

Florida International University - College of Business Administration   1980 — 1999
BBA, Finance & International Business

Merrill Lynch   1997 — 1998
Series 7, 63, 65 & 215, Investments & Insurance

South Miami Senior High   1978 — 1980
High School Doploma, Sociology

Kristiana Kubasek Kristiana Kubasek Orange County, California Area Details
Kristiana Kubasek's WM Financial Services Experience March 2005 - November 2006
Job Office Manager for Markley Technologies
Industry Information Technology and Services
Experience
Markley Technologies   May 2011 - Present
Wells Fargo Bank  August 2008 - Present
WM Financial Services   March 2005 - November 2006
Wells Fargo Bank  June 2002 - March 2005
VoiceStream/T-Mobile Wireless   July 2001 - April 2002
The Walt Disney Company  June 1997 - June 2001

Education
California State Polytechnic University-Pomona   1993 — 1997
English

California State University-Long Beach

Saint Paul High School

California State Polytechnic University

Eric Nomura Eric Nomura Greater Los Angeles Area Details
Eric Nomura's WM Financial Services Experience 1995 - 2009
Job AVP, Operations Manager at WaMu Investments, Inc., a JP Morgan Chase Company
Industry Financial Services
Experience
Bank of America  November 2010 - Present
JP Morgan Chase, formerly WaMu Investments Inc   July 1998 - May 2009
WM Group of Funds  1995 - 2009
WM FINANCIAL SERVICES   1995 - 2009
Great Western Financial Securities Corporation   December 1995 - July 1998
Pilgrim Group, Inc   January 1990 - July 1995

Skills
AML, Account Reconciliation, Accounting, Asset Management, Auditing, Banking, Compliance, Employee Benefits, Equities, Employee Relations, Customer Service, FINRA, Finance, Financial Risk, Financial Services, Fixed Income, Human Resources, Investments, Leadership, Management, Mergers & Acquisitions, Mutual Funds, Options, Portfolio Management, Recruiting, Risk Management, Securities, Series 63, Series 7, Software Documentation, Staff Development, Strategic Financial..., Team Building, Team Leadership, Time Management, Trading, Training, Anti Money Laundering, Financial Planning

Education
University of California, Los Angeles   1984 — 1988
Bachelor's degree, Economics

University of California, Los Angeles (UCLA)   1984 — 1988
BA, Economics

Thane McCready, CFP® Thane McCready, CFP® Fountain Valley, California Details
Thane McCready, CFP®'s WM Financial Services Experience January 2000 - May 2005
Job CERTIFIED FINANCIAL PLANNER™, McCready Financial Group
Industry Investment Management
Experience
McCready Financial Group   May 2005 - Present
WM Financial Services   January 2000 - May 2005
Cal Fed  1996 - 2000

Skills
Retirement Planning, Social Security Planning, Structured Products, Retirement Accounts, Investment Strategies, Income for Life, Insurance, IRAs, Securities, Social Security, Strategic Financial..., Estate Planning, Finance, Equities, Financial Planners, Investments, Retirement, Wealth Management..., FINRA, Wealth Management

Education
College for Financial Planning   2009 — 2012
Master of Science, Personal Financial Planning

College for Financial Planning   2002 — 2005
Master's degree, Personal Financial Planning

California State University-Long Beach - College of Business Administration   1998 — 2002
B.S., Finance

Steve Altschuler Steve Altschuler Orange County, California Area Details
Steve Altschuler's WM Financial Services Experience 2004 - 2007
Job Senior Business Solutions Manager at BP Logix, Inc.
Industry Information Technology and Services
Experience
BP Logix, Inc.   February 2014 - Present
Insight Imaging  2010 - January 2014
Insight Imaging  October 2009 - October 2010
WaMu Investments (fka WM Financial Services)   2007 - May 2009
WM Financial Services   2004 - 2007
Warner Bros.  2003 - 2003
Indymac Bank  2000 - 2002
DS Consultants   1998 - 2000
City National Bank  1997 - 1998
American Savings Bank  1994 - 1997

Skills
Team Building, Business Process..., Organizational..., Strategic Planning, Application Lifecycle..., Project Management, Change Management, Mentoring, Analysis, Management, Software Documentation, Leadership, Process Improvement, Quality Assurance, Software Development, Visio, Cross-functional Team..., Healthcare, Budgets, Executive Management, Business Strategy, Business Analysis

Education
Canoga Park High School

University of California, Los Angeles

Adrian Concepcion, CFP®, ChFC®, CRPC® Adrian Concepcion, CFP®, ChFC®, CRPC® San Diego, California Details
Adrian Concepcion, CFP®, ChFC®, CRPC®'s WM Financial Services Experience 2002 - 2003
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management  October 2010 - Present
Morgan Stanley Smith Barney  January 2007 - October 2010
New England Financial  January 2004 - January 2007
WM Financial Services   2002 - 2003
Wells Fargo Investments  1998 - 2001
Wells Fargo Bank  1994 - 1997

Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Finance, Portfolio Management, Retirement, Financial Services, Wealth Management..., Wealth, Asset Allocation, Small Business

Education
University of Redlands   2004 — 2006
MBA, Finance Emphasis

San Diego State University-California State University
BS, Business Finance

California Polytechnic State University-San Luis Obispo
Aeronautical Engineering

Mt. Carmel High School
Diploma

Brian Reisbeck Brian Reisbeck San Francisco Bay Area Details
Brian Reisbeck's WM Financial Services Experience February 2003 - December 2004
Job Senior Compliance Officer
Industry Financial Services
Experience
Foothill Securities, Inc.   July 2015 - Present
LPL Financial  October 2013 - July 2015
Wealthfront Inc.  February 2013 - August 2013
Scottrade  March 2009 - February 2013
Yahoo! Inc  May 2008 - May 2009
Greater Bay Bancorp  December 2007 - April 2008
First Capital Mortgage Corp   August 2006 - October 2007
Lehman Brothers  December 2004 - August 2006
WM Financial Services   February 2003 - December 2004
JB Oxford & Company  July 2001 - January 2003

Skills
Financial Markets, Stock Management, Financial Analysis, Banking, Portfolio Management, Risk Management, Mutual Funds, Finance, Management, Analysis, Trading, Investments, Valuation, Securities, Options, Financial Services, Series 7, Equities, Series 63, FINRA, Hedge Funds, Asset Management, Strategic Financial..., Training, Loans, Financial Planning

Education
Colorado State University   2009 — 2012
Masters, Business Administration

Gwenda Moorman Gwenda Moorman Little Rock, Arkansas Area Details
Gwenda Moorman's WM Financial Services Experience September 2000 - November 2002
Job Intervention and Guidance Counselor Specialist
Industry Individual & Family Services
Experience
Philander Smith College LA Alumni   April 2010 - April 2012
IHSS  May 2004 - April 2012
County of San Bernardino  April 2007 - February 2010
San Bernadino County School District   April 2007 - February 2010
Life Christian Academy  August 2004 - April 2007
New York Life Insurance Company  November 2002 - August 2004
WM Financial Services   September 2000 - November 2002

Skills
Child Advocacy, Guidance Counseling, Career Counseling, Non-profits, Board of Director..., Entrepreneurship, Career Technical..., Life Skills, Motivational Speaking, Small Group Counseling, Teen Services, Individual Counselling, Self Driven, Teaching, Caregiving, Nurturing, Success Driven, Hands-on Training, Problem Solving, Computer Proficiency, Educational Technology, Leadership Development, Nonprofits, Student Affairs, Student Counseling, Fundraising, Program Development, Board of Directors, Team Building, Self-driven, Resume Writing, Training, Social Networking, Staff Development, Community Outreach, Leadership

Education
University of California at Riverside   2004 — 2011
PPS School Counseling Credentials, Counselor

University of California, Riverside   2004 — 2009
Credentials, Education

Philander Smith College   1997 — 1999
BA, Organzational Management

Lillian Jazeb Lillian Jazeb Greater Chicago Area Details
Lillian Jazeb's WM Financial Services Experience June 2002 - December 2003
Job Virtual Regional Sales Director at Transamerica Life & Protection
Industry Financial Services
Experience
Transamerica Life & Protection  December 2011 - Present
Table Bay Financial Network  June 2010 - November 2010
SunAmerica Retirement Markets  December 2003 - January 2010
WM Financial Services   June 2002 - December 2003
Washington Mutual Bank  November 1999 - June 2002

Skills
Series 7, Series 63, Financial Services, Fixed Annuities, Series 6, Retirement Planning, 401k, Sales, Insurance, Life Insurance, Investments, Customer Service, Retirement, Mutual Funds, Separately Managed..., Strategic Financial..., FINRA, Finance, Sales Management, Public Speaking, Leadership, Strategic Planning, Account Management, Annuities, Financial Planning, Customer Relations, Team Building, Coaching, Creative Problem Solving, Time Management, Microsoft Office, Project Management, Innovation, Challenge Driven, Success Driven, Variable Annuities, New Business Development, Organizational..., Team Leadership, Marketing, Social Networking, Negotiation, Business Strategy, Training, Youth Mentoring, Banking, B2B, Change Management, Product Development, Cross-functional Team...

Education
California State University-Northridge   1999 — 2002
Bachelors, History

Karen Balboa, MBA Karen Balboa, MBA Miami/Fort Lauderdale Area Details
Karen Balboa, MBA's WM Financial Services Experience January 2004 - January 2009
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  January 2013 - Present
Wells Fargo  September 2009 - January 2013
WM Financial Services   January 2004 - January 2009
SunTrust  2000 - 2004

Skills
Retirement Planning, Investments, Insurance, Finance, Microsoft Word, Microsoft Office

Education
Nova Southeastern University   1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Miami   1979 — 1983
Bachelor of Arts (B.A.), Music Merchandising / Business Administration

John Marshall High School

Mark A. Sterley, CFP® Mark A. Sterley, CFP® Greater Seattle Area Details
Mark A. Sterley, CFP®'s WM Financial Services Experience 2004 - 2006
Job CERTIFIED FINANCIAL PLANNER™ Professional at Pacific Capital Resource Group
Industry Financial Services
Experience
Pacific Capital Resource Group  2011 - Present
TheEndline.com   December 2009 - Present
GDC Financial Solutions   2006 - 2011
Tax & Financial Group  2006 - 2010
WM Financial Services   2004 - 2006
Northwest University  2000 - 2003
Skyhawks Sports Academies   June 1999 - August 1999
Brownfield Promotions, Inc   March 1996 - August 1997

Education
Snohomish High School   1992 — 1995
High School

Northwest University   1997 — 2000
BA, Business

Trinity Western University   1995 — 1996
General Studies

Kaplan University   2008 — 2008
Certificate, Financial Planning

Gregory Tuck Gregory Tuck San Jose, California Details
Gregory Tuck's WM Financial Services Experience September 1995 - October 2001
Job Security at KLATencor
Industry Financial Services
Experience
Allied Barton Securtiy  February 2015 - Present
Morgan Stanley  July 2014 - September 2014
Morgan Stanley  March 2013 - January 2014
Citi  May 2010 - March 2011
Citi Personal Wealth Management  October 2005 - July 2009
Wells Fargo Investments  November 2001 - September 2005
WM Financial Services   September 1995 - October 2001
Franklin Templeton Investments  July 1993 - August 1995

Education
Saint Mary's College   1988 — 1992
Bachelor of Science, Business Administration; Financial Services

Serra High School   1980 — 1984

Brian J. Condo, CFS® Brian J. Condo, CFS® West Palm Beach, Florida Area Details
Brian J. Condo, CFS®'s WM Financial Services Experience October 2003 - September 2006
Job Regional VP | External Wholesaler
Industry Financial Services
Experience
Shoreline Financial Group   May 2014 - Present
Jackson National Life  December 2009 - April 2014
Jackson National Life  September 2006 - November 2009
WM Financial Services   October 2003 - September 2006
Riggs Securities   May 2003 - October 2003
WM Financial Services   November 2001 - May 2003
Morgan Stanley  March 2000 - November 2001

Skills
Mutual Funds, Alternative Investments, Variable Annuities, Sales, Separately Managed..., Financial Services, ETFs, Investments, Fixed Annuities, Retirement Planning, Series 7, Series 63, Series 65, Securities, Asset Management, Indexed Annuities, Retirement, Investment Advisory, New Business Development, Sales Management, 401k, Mentoring, Collaboration, Business Process..., Wealth Management, Insurance, Asset Allocation, Life Insurance, Financial Planning, Finance, Management, Leadership, Financial Advisory, Investment Strategies, Portfolio Management, Estate Planning, Strategic Planning, Equities, Bonds, CRM, Relationship Management, Consulting, Fixed Income, Consultative Selling, Investment Management, Salesforce.com, Team Building, Marketing, Strategy, IRAs

Education
Florida State University
Bachelor of Science (BS), International Affairs, Business

Joy Nelson Joy Nelson Greater Los Angeles Area Details
Joy Nelson's WM Financial Services Experience March 2003 - January 2004
Job IRA Specialist
Industry Financial Services
Experience
Los Angeles Federal Credit Union  January 2015 - Present
PayrollCentric   September 2014 - January 2015
Polycomp Administrative Services, Inc.   May 2010 - August 2014
Polycomp Administrative Services, Inc.   August 2004 - May 2010
Washington Mutual Bank  January 2004 - August 2004
WM Financial Services   March 2003 - January 2004
Washington Mutual Bank  August 2001 - March 2003
Washington Mutual Bank  October 1998 - August 2001
Great Western Bank/Washington Mutual Bank   October 1993 - October 1998

Skills
IRA Expert, Fraud Investigations, Compliance, Self-directed IRA..., Retirement, IRA Custodial Services, Alternative Investments, IRA Services, IRAs, Retirement Planning, Fraud, Mortgage Lending, Executive Management, Investments, Accounting, Banking, Management, Finance, Real Estate Transactions, Retirement Savings, Real Estate, Small Business, Training, Financial Analysis, 401k, QuickBooks, Risk Management, Customer Service, Financial Services, Sales, Asset Managment, Insurance

Education
University of Santo Tomas   1985 — 1989
Bachelor of Science, Hotel and Restaurant Management

John Slinker John Slinker Dallas/Fort Worth Area Details
John Slinker's WM Financial Services Experience April 2003 - March 2004
Job Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
Fidelity Investments  May 2011 - April 2015
Fidelity Investments  April 2013 - December 2014
Fidelity Investments  September 2008 - May 2011
Fidelity Investments  March 2007 - August 2008
Fidelity Investments  March 2004 - March 2007
WM Financial Services   April 2003 - March 2004
Wells Fargo  June 2002 - May 2003
Merrill Lynch  November 1997 - May 2002
Traildust Steakhouse   February 1991 - December 1996

Skills
Financial Services, Sales Management, Team Leadership, Series 7, Leadership Development, Series 65, Series 9, Series 10, Negotiation, Management, Leadership, Investments, Sales, Mutual Funds, Series 63, Risk Management, Process Improvement, Customer Service, Securities, Microsoft Excel

Education
The University of Dallas   2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.7

University of North Texas
BBA, Management

Robert A. Weiss Robert A. Weiss Valencia, California Details
Robert A. Weiss's WM Financial Services Experience May 1996 - May 1999
Job Owner and Founder at Weiss Global Wealth Management
Industry Investment Management
Experience
Weiss Global Wealth Management   April 2003 - Present
UBS Wealth M   June 1999 - February 2003
WM Financial Services   May 1996 - May 1999
PaineWebber  July 1993 - April 1995
First Federal Bank of California  March 1982 - June 1993

Education
California State University-Northridge
Bachelor of Science (B.S.)

Institute of Business and Finance
Certified Income Specialist

Institute of Business and Finance
Certified Fund Specialist

Harry Smith, CFP Harry Smith, CFP Houston, Texas Details
Harry Smith, CFP's WM Financial Services Experience 2001 - 2005
Job Regional Sales Manager at Capital One
Industry Financial Services
Experience
Capital One  November 2008 - Present
James E. Bashaw & Co.   2005 - 2007
WM Financial Services   2001 - 2005
Wells Fargo Securities  1999 - 2001
Banc One Securities Corporation  1997 - 1999
Banc One Securities Corporation  1988 - 1997
Banc One Securities Corporation  1986 - 1988
Banc One Securities Corporation  1982 - 1986

Skills
Series 24, Series 7, Series 65, Series 63, Series 53, Group 1 Life Insurance, Microsoft Office

Education
The University of Texas at Austin
BBA, Finance

University of Houston

University of St. Thomas (TX)

Barbara Burgat Barbara Burgat Reno, Nevada Details
Barbara Burgat's WM Financial Services Experience December 1990 - March 1998
Job Senior Private Client Advisor, VP at Bank of the West
Industry Investment Management
Experience
Bank of the West  May 2012 - Present
Allianz Life  May 2011 - May 2012
Principal Funds Distributor, Inc.   January 2005 - September 2008
WM Funds Distributor, Inc.   January 2002 - December 2004
WM Funds Distributor, Inc.   March 1998 - December 2001
WM Financial Services   December 1990 - March 1998

Education
California State University-Fullerton - College of Business and Economics
B.A., Business Administration, Marketing

Jerry Russell Jerry Russell Greater San Diego Area Details
Jerry Russell's WM Financial Services Experience 1999 - 2001
Job Sales Proposal Manager at WAXIE Sanitary Supply
Industry Wholesale
Experience
WAXIE Sanitary Supply  2015 - Present
Monarch School  2013 - 2014
National MS Society  2011 - 2012
National MS Society  2009 - 2011
Hospital to Home   2004 - 2009
Intuit  2003 - 2005
Jerry Russell & Associates   2001 - 2003
WM Financial Services   1999 - 2001
Everen Securities  1993 - 1998
The Dresbach Company   1992 - 1993

Skills
Leadership, Strategic Partnerships, Fundraising, Business Development, Non-profits, Team Building, Strategy, Event Planning, New Business Development, Nonprofits, Event Management, Corporate Communications, CRM, Entrepreneurship, Strategic Planning, Sponsorship, Start-ups, Advertising, Marketing, Selling, Program Management, Public Relations, Social Media, Management, Marketing Communications, Time Management, Sales, Social Networking, Marketing Strategy

Education
University of San Diego School of Law
J.D., Law

University of California, Santa Barbara
B.A., Communications

Stacy Goldsmith Stacy Goldsmith Greater New York City Area Details
Stacy Goldsmith's WM Financial Services Experience 2001 - October 2003
Job Vice President at Herbert J. Sims & Co Inc Fixed Income Specialist
Industry Financial Services
Experience
Herbert J. Sims & Co.   February 2012 - Present
UBS Financial Services  December 2008 - February 2012
Glen Rauch Securities   August 2004 - December 2008
Dime Securities   April 2001 - October 2003
WM Financial Services   2001 - October 2003
First Union Brokerage Services  January 1996 - April 2001
First Fidelity Bank  1992 - 1996
First Institutional Securities Inc   1990 - 1992
Discount Corporation of NY Municipals   1985 - 1989

Skills
Investments, Bonds, Series 7, Series 63, Wealth Management, Asset Managment, Trading, Securities, Fixed Income, Equities, Economics, Portfolio Management, Capital Markets, Investment Banking, Mutual Funds, FINRA, Alternative Investments, Asset Allocation, Bloomberg, Uniform Combined State..., Asset Management, Investment Strategies, Series 24

Education
Rutgers, The State University of New Jersey-New Brunswick   1979 — 1983
BA

Ben Porras Ben Porras Greater Los Angeles Area Details
Ben Porras's WM Financial Services Experience November 2002 - September 2003
Job Vice President at EP Wealth Advisors|| CFA Level III Candidate
Industry Investment Management
Experience
EP Wealth Advisors  February 2013 - Present
Charles Schwab  October 2003 - August 2011
WM Financial Services   November 2002 - September 2003

Education
University of California, at Berkeley   1997 — 2002
BA, Major: Legal Studies, Minor: Philosophy

Loyola High School

New York Institute of Finance
Core Skills Analyst Program - Accounting Module

University of Windsor
Study Seminar for Financial Analysts

Shireef Elmakawi Shireef Elmakawi Greater Los Angeles Area Details
Shireef Elmakawi's WM Financial Services Experience September 2000 - September 2007
Job Law Clerk at Law Offices of Hollander & Hollander
Industry Investment Management
Experience
Law Offices of Hollander & Hollander   May 2015 - Present
University of California, Hastings College of the Law  August 2014 - Present
BancWest Investment Services  August 2013 - August 2014
Morgan Stanley  January 2013 - August 2013
City National Securities   August 2010 - August 2012
LFCU Brokerage & Insurance Services   May 2009 - August 2010
Citi Smith Barney  January 2008 - October 2008
WM Financial Services   September 2000 - September 2007

Skills
Investments, FINRA Series 7, 63, 66, Estate Planning, Wealth, Fixed Annuities, Series 7, Mutual Funds, Securities, Retirement Planning, Financial Services, Finance, Life Insurance, Series 63, Wealth Management, Portfolio Management, Investment Advisory

Education
University of California, Hastings College of the Law   2014 — 2017
Doctor of Law (JD)

California State University-Northridge
Bachelor of Science (B.S.), Business Administration

Shefali Shah Shefali Shah Greater San Diego Area Details
Shefali Shah's WM Financial Services Experience September 2004 - July 2006
Job President at IReadySystems
Industry Financial Services
Experience
IReadySystems   2010 - Present
Prudential Financial  July 2006 - 2010
WM Financial Services   September 2004 - July 2006
American Express Financial Advisor   July 2001 - September 2004

Skills
Strategic Financial..., Business Development, Strategic Planning, New Business Development, Risk Management, Team Building, Start-ups, Contract Negotiation, Project Management, Program Management, Business Process..., Strategy, Project Planning, Business Planning, Analysis, Business Analysis, Management, Business Strategy, Process Improvement, Budgets, Recruiting, Financial Analysis, Finance, Sales, Executive Management, Mergers & Acquisitions, Entrepreneurship, Financial Planning, Integration, Management Consulting

Education
M S University   1979 — 1982
B Sc, Physics, geology, mathematics

Maharaja Sayajirao University   1979 — 1982
B Sc., Physics, Mathematics, Geology

Reanen Howard Reanen Howard Orange County, California Area Details
Reanen Howard's WM Financial Services Experience April 2000 - May 2002
Job SAHM
Industry Individual & Family Services
Experience
Sun Maintenance, Inc.   June 2006 - February 2012
Washington Mutual, Inc.   May 2002 - May 2006
WM Financial Services   April 2000 - May 2002
Home Savings of America  July 1997 - April 2000

Skills
Customer Service, Data Entry, Outlook

Education
California State University-Fullerton   2004 — 2006
Business Entrepreneurship

Fullerton College   2001 — 2004
Business

Buena Park High School   1993 — 1997

Brant Han Brant Han Greater Los Angeles Area Details
Brant Han's WM Financial Services Experience February 2004 - February 2006
Job Marketing/Business Development
Industry Information Technology and Services
Experience
Samsung Electronics America  November 2006 - July 2010
WM Financial Services   February 2004 - February 2006

Skills
Business Development, Accounting, New Business Development, Product Management

Education
University of California, Los Angeles   1998 — 2003
B.A., Psychology

Clayton Krickbaum Clayton Krickbaum Greater San Diego Area Details
Clayton Krickbaum's WM Financial Services Experience Financial AdvisorWaMu Investments2007 - Present
Job Financial Advisor at wm financial services
Industry Financial Services
Experience
wm financial services   Financial AdvisorWaMu Investments2007 - Present
td waterhouse  2001 - 2004

Education
California State University San Marcos   2002 — 2006
BUSINESS ADMINISTRATION, ACCOUNTING

Colorado State University   1994 — 1997

Colorado State University   1994 — 1995
finance

Lory Sullivan Lory Sullivan Orange County, California Area Details
Lory Sullivan's WM Financial Services Experience 2000 - 2004
Job Teacher at Newport Mesa/Capistrano Unified
Industry Education Management
Experience
Capistrano USD - Saddleback USD   October 2007 - Present
WM Financial Services   2000 - 2004

Education
University of Southern California   1987 — 1992

Vic Davis, CPA Vic Davis, CPA Salt Lake City, Utah Details
Vic Davis, CPA's WM Financial Services Experience 2001 - 2004
Job Assistant Controller at Spring Mobile
Industry Accounting
Experience
Spring Mobile  November 2014 - Present
TEC Equipment  January 2014 - October 2014
KARL STORZ North America   February 2011 - December 2013
KARL STORZ Endoscopy-America  July 2006 - February 2011
WM Financial Services   2001 - 2004

Skills
Auditing, Financial Modeling, US GAAP, Tax, Cost Accounting, Research & Development..., Property Tax, Sales & Use Tax, Financial Reporting, Accounting Research, Tax Research, SEC filings, Corporate Tax, QuickBooks, Financial Analysis, Transfer Pricing, Microsoft Excel, Accounting, General Ledger, Finance, Budgets

Education
California State University-Los Angeles   2004 — 2006
Bachelor of Science (B.S.), Accounting

sylvia lambourg sylvia lambourg West Palm Beach, Florida Area Details
sylvia lambourg's WM Financial Services Experience 1998 - 2000
Job Chief Operations Officer at Helix Biomedics, LLC
Industry E-Learning
Experience
Hispanic Nurse Solutions   Chief Operations OfficerHelix Biomedics, LLCApril 2011 - Present
Helix Biomedics, LLC   2011 - 2013
HNStest Power Remedial/Refresher   2010 - 2011
JB Hanaeur & Co.   2001 - 2001
WM financial services   1998 - 2000
Great Western Financial Services  1997 - 1997
MetLife  1996 - 1997

Education
Florida International University   1989 — 1989

Dade Christian School   1982 — 1985

University of Florida

Hans Henselman Hans Henselman Orange County, California Area Details
Hans Henselman's WM Financial Services Experience September 1993 - December 2005
Job COO & CCO at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group  December 2005 - Present
WM Financial Services   September 1993 - December 2005

Skills
Series 7, Securities, Series 63, Mutual Funds, Series 24, Alternative Investments, Asset Management, FINRA, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Asset Managment, Investments, Risk Management, Equities, Finance, Brokerage, Financial Services

Education
California State University-Long Beach - College of Business Administration   1987 — 1992

Mariela Henares Mariela Henares Greater Los Angeles Area Details
Mariela Henares's WM Financial Services Experience July 2002 - December 2004
Job Independent Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  November 2012 - Present
Chase Investment Services, Corp.   May 2009 - November 2012
WaMu Investments  December 2006 - May 2009
WaMu Investments  January 2005 - November 2006
WM Financial Services   July 2002 - December 2004
Washington Mutual Bank  July 2001 - June 2002
Washington Mutual Bank  September 1999 - June 2001

Skills
Investments, Finance, Series 7, Series 63, Mutual Funds, Financial Services, Securities, Retirement Planning, Wealth Management, Investment Advisory, Equities, Fixed Annuities, Portfolio Management, Retirement, Asset Allocation, Series 65, Financial Advisory, Asset Management, Investment Strategies, Fixed Income, Series 6, Strategic Financial..., 401k

Education
Landmark Education   2006 — 2015
Ontology, Personal Training & Development

Series 65   2009 — 2009
Uniform Investment Advisor Law Examination, State Securities Law Exam, Passed - July 07, 2009

Series 63   2004 — 2004
Uniform Securities Agent State Law Examination, State Securities Law Exam, Passed - December 03, 2004

Series 7   2004 — 2004
General Securities Representative, General Industry/Product Exam, Passed - October 28, 2004

Citrus College   2000 — 2002
Music Business

Pasadena City College   1998 — 2002
Associate of Arts (AA), Music Performance Major

Providence High School   1994 — 1998
Cum Laude, Field of Study: Biology, Health Careers

Shawn McGuire, CFP® Shawn McGuire, CFP® Greater Atlanta Area Details
Shawn McGuire, CFP®'s WM Financial Services Experience June 2005 - April 2007
Job President and owner at Clarus Financial Group
Industry Financial Services
Experience
Clarus Financial Group   April 2007 - Present
WM Financial Services   June 2005 - April 2007
Investment Professionals, Inc.   September 2003 - October 2004
Oneamerica Securities  November 2002 - August 2003
SertaA   2000 - 2001

Education
The University of Georgia   1997 — 2000
B.A., Speech Communication

Keith Gibbons Keith Gibbons Orlando, Florida Area Details
Keith Gibbons's WM Financial Services Experience December 2001 - March 2004
Job Southeast Regional Account Executive at CoreLogic SafeRent
Industry Information Services
Experience
CoreLogic  2004 - Present
WM Financial Services   December 2001 - March 2004
American Express  March 1997 - December 2001

Skills
Risk Management, Salesforce.com, Sales, Account Management, Sales Management, Insurance, New Business Development, Selling, Customer Service, Real Estate, Business Development, Team Building, Customer Retention, Cold Calling, Lead Generation, Leadership, Contract Negotiation, Training, Marketing, Strategic Planning, Budgets, Marketing Strategy

Education
Auburn University   1986 — 1989
BS, Business Administration, Management and Operations

Brendan Simon Brendan Simon Orange County, California Area Details
Brendan Simon's WM Financial Services Experience July 2005 - September 2006
Job Account Executive at Salesforce
Industry Computer Software
Experience
Salesforce  September 2015 - Present
Salesforce  February 2014 - August 2015
Salesforce  January 2012 - January 2014
HighMark Capital Management  July 2009 - August 2011
Kensington Investment Group  November 2007 - November 2008
AssetMark Investment Services  October 2006 - September 2007
WM Financial Services   July 2005 - September 2006

Skills
CRM, Investments, Mutual Funds, Salesforce.com, Asset Management, Business Development, SaaS, Securities, Capital Markets, Sales, Equities, Asset Allocation, Management, Wealth Management, Financial Services, Fixed Income, Strategy, Hedge Funds

Education
University of California, Santa Barbara   1999 — 2003
Bachelor's degree, Business Economics; Minor in Sports Management

Karen Lare Karen Lare Kansas City, Missouri Area Details
Karen Lare's WM Financial Services Experience 2005 - 2007
Job SVP Brokerage at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed  May 2010 - Present
Karen Forslund Lare Consulting   2009 - May 2010
WaMu Investments  2007 - 2009
WM Financial Services   2005 - 2007
LPL Financial Services  1979 - 2004

Skills
Financial Services, Asset Managment, Management, Securities, Strategy, Strategic Financial..., Brokers, Mutual Funds

Education
University of California, San Diego   1977 — 1979
Biology

Ensiieh Farvard Ensiieh Farvard Irvine, California Details
Ensiieh Farvard's WM Financial Services Experience January 2007 - May 2008
Job Independent Insurance Agent at Ensi Insurance Services
Industry Insurance
Experience
Ensi Insurance Services   July 2012 - Present
Farmers Insurance  January 2010 - June 2012
WM FINANCIAL SERVICES   January 2007 - May 2008
WM Financial Services   March 2000 - May 2008
Prudential Insurance  August 1997 - February 1999
MONEY CONCEPT FINANCIAL PLANNING   September 1996 - August 1997
American Savings Bank  June 1989 - August 1996

Skills
Fixed Annuities, Insurance, Property & Casualty..., Term Life Insurance, Umbrella Insurance, Commercial Insurance, Homeowners, Casualty, Life Insurance, Commercial Lines, Renters, General Insurance, Whole Life, Liability, Universal Life, Health Insurance, Investments

Education
Saint Mary's College of California
B.S, Economics and Business Administration

Saint Mary's College of California
Bachelor of Science, Economics and Business Administration

Jodie Widaseck Jodie Widaseck Charlotte, North Carolina Area Details
Jodie Widaseck's WM Financial Services Experience 1993 - 2001
Job Real Estate Broker / Trump International Realty, Charlotte
Industry Real Estate
Experience
Trump International Realty  2008 - Present
Washington Mutual  2004 - 2008
Washington Mutual  2001 - 2004
WM Financial Services   1993 - 2001
First Interstate Bank  1987 - 1989

Skills
CRM, Banking, Project Management, Sales Management, Leadership, Investments, Business Development, Management, Investment Properties, Sales, Mortgage Lending, Loans, Real Estate, FHA, Real Estate Transactions, Customer Service, Refinance, First Time Home Buyers, REO, Foreclosures, Residential Mortgages, Referrals, Mortgage Banking, Investors, Residential Homes

Education
University of California, Los Angeles

Troy Caffey Troy Caffey Houston, Texas Area Details
Troy Caffey's WM Financial Services Experience September 1998 - October 2004
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services  October 2004 - Present
WM Financial Services   September 1998 - October 2004
Caffey Trading   April 1997 - December 1998
Merril Lynch  May 1995 - April 1996
Bank of America Investment Services  October 1991 - April 1995

Education
The University of Texas at Austin   1984 — 1989
Economics, Finance

Sam Rayburn

Jack Edelman D.C. Jack Edelman D.C. Greater Los Angeles Area Details
Jack Edelman D.C.'s WM Financial Services Experience 2005 - 2006
Job Financial Advisor at Los Angeles Firemen's Credit Union
Industry Financial Services
Experience
Los Angeles Firemen's Credit Union  August 2007 - Present
INDEPENDENT FINANCIAL MARKETING GROUP  2006 - 2007
WM FINANCIAL SERVICES   2005 - 2006
A.G. Edwards & Sons, Inc.   2001 - 2005
H & R BLOCK FINANCIAL ADVISORS  1998 - 2001
CHIROPRACTIC HEALTH CLINIC   1993 - 1998

Skills
Direct Sales, Inside Sales, Sales Process, Clinical Supervision, Clinics, Case Management, Case Analysis, Medical, Orthopedics

Education
Cleveland Chiropractic College   1990 — 1993
D.C., Physiology

University of California, Berkeley   1983 — 1987
BA

Mark Ruggles Mark Ruggles Orange County, California Area Details
Mark Ruggles's WM Financial Services Experience July 2002 - May 2006
Job Director of Operations & Compliance Officer at CWS Capital Partners
Industry Financial Services
Experience
CWS Investments   September 2012 - Present
B. B. Graham & Co.   August 2008 - September 2012
IFMG  August 2007 - April 2008
DFC Investor Services   May 2006 - July 2007
WM Financial Services   July 2002 - May 2006

Skills
Securities, Compliance, Investments, Series 7, Asset Managment, Series 63, Risk Management, Strategic Financial..., Alternative Investments, Investment Advisory, Mutual Funds, Wealth Management, Equities, Series 24, Retirement Planning, FINRA, Asset Allocation, Trading, Series 65, Uniform Combined State..., Due Diligence, Portfolio Management, Hedge Funds, Fixed Income, Asset Management

Education
University of Pennsylvania - The Wharton School   2010 — 2011
CRCP, Certified Regulatory Compliance Professional

University of Southern California - Marshall School of Business   2000 — 2001
Bachelor of Science, Business Administration / Finance

Mt. San Antonio College   1995 — 1998
Associate of science, Accounting

Joe Battung Joe Battung Long Beach, California Details
Joe Battung's WM Financial Services Experience January 2002 - July 2005
Job Account Executive
Industry Packaging and Containers
Experience
The Access Partners   October 2012 - Present
The Blackrock Group   August 2005 - October 2012
WM Financial Services   January 2002 - July 2005

Skills
Management, Restaurants, Key Account Development, Sales, Food Service, Sales Management, Key Account Management, New Business Development, Program Management, Pricing, Account Management, Supply Chain

Education
Hofstra University   2000 — 2002

Long Beach City College   1997 — 1999
Associates

Los Alamitos High School

Jim Diaz Jim Diaz Miami/Fort Lauderdale Area Details
Jim Diaz's WM Financial Services Experience 2000 - 2003
Job Owner, State Farm Insurance
Industry Insurance
Experience
State Farm Insurance  February 2006 - Present
BankUnited  December 2003 - February 2006
Washington Mutual Bank  August 1999 - December 2003
WM Financial Services   2000 - 2003
The Miami Herald  1995 - 1999

Skills
Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Motivational Speaking, Strategic Financial..., Investment Banking, Banking, College Savings Plans, Personal Financial..., Mutual Funds, Property & Casualty..., Public Speaking, Marketing, Variable Annuities, Whole Life, Health Insurance, Organizational..., Organizational..., Branding & Identity, Sales Management

Education
Florida International University   1996 — 2001
BA, Finance and Marketing

Deana Reynolds Deana Reynolds Sacramento, California Area Details
Deana Reynolds's WM Financial Services Experience 1996 - 1998
Job Credit Manager, Edges North
Industry Wholesale
Experience
Edges Electrical Group   January 2015 - Present
State of California  2007 - Present
Granite Electrical Supply Inc.   August 2007 - December 2014
WM Financial Services   1996 - 1998
WM Financial Services   1996 - 1998

Skills
Credit Management, Collections, Customer Service, Negotiation, Accounts Receivable, Process Scheduler, Project Management, Credit, Finance, Sales, Management, Contract Negotiation, Team Building, Construction, Contract Management, Project Planning, Sales Operations, Team Leadership

Education
California State University-Sacramento   1984 — 1988
Bachelor of Arts (B.A.), Business/Corporate Communications

Giancarlo Consiglieri Giancarlo Consiglieri Greater Los Angeles Area Details
Giancarlo Consiglieri's WM Financial Services Experience August 2003 - July 2005
Job Analyst
Industry Investment Management
Experience
Swiss Re  July 2005 - July 2009
WM Financial Services   August 2003 - July 2005
UC Berkeley  June 2000 - August 2002

Skills
Market Risk

Education
University of California, Los Angeles   2010 — 2012
Certificate in Accounting, Accounting

University of California, Berkeley   1999 — 2002
Bachelors, Economics

Eric Meek Eric Meek San Marino, California Details
Eric Meek's WM Financial Services Experience February 1995 - May 2004
Job Financial Consultant, Registered Principal
Industry Investment Management
Experience
Huntington Financial Services Co.   May 2004 - Present
WM Financial Services   February 1995 - May 2004
Prudential Financial  February 1992 - February 1994
Paine Webber  April 1987 - February 1992
EF Hutton  November 1984 - April 1987

Skills
Retirement Planning, Wealth Preservation..., 401k Rollovers, 403 b, SEP IRA, Guaranteed Retirement..., Investments, Series 63, Investment Management, Mutual Funds, Estate Planning, Financial Advisory, Investment Advisory, Retirement, Investment Strategies, Series 7

Education
University of Southern California   1981 — 1984
BS, School of Policy, Planning and Development

Sheryl Dahlke Anderson Sheryl Dahlke Anderson San Francisco Bay Area Details
Sheryl Dahlke Anderson's WM Financial Services Experience 2003 - 2004
Job Banker Associate at Citi Private Bank
Industry Banking
Experience
Citi Private Bank  2005 - Present
WM Financial Services   2003 - 2004
Securian Financial Group  2002 - 2003
Merrill Lynch  1999 - 2002

Skills
Portfolio Management, Process Improvement, Banking, Wealth Management, Financial Analysis

Education
San Francisco State University
BS, Business

Tim Barnard Tim Barnard Greater San Diego Area Details
Tim Barnard's WM Financial Services Experience 1996 - 2000
Job Financial Advisor
Industry Financial Services
Experience
Union Banc Investment Services  July 2009 - Present
Transamerica  April 2008 - May 2009
The Guardian Life Insurance Company of America  June 2007 - April 2008
Nationwide Financial  April 2005 - May 2007
PLANCO  May 2003 - February 2005
Federated Investors  March 2000 - May 2003
WM Financial Services   1996 - 2000

Skills
Securities..., 63, 65, Marketing, Wealth Management, Series 7, Asset Allocation, Fixed Annuities, Variable Annuities, Sales, Mutual Funds, Finance, Retirement, Retirement Planning, Series 63, Separately Managed..., Series 65, Financial Advisory, Investments

Education
Hanover College   1986 — 1990

Brad Callen, CFP®, CAIA, ChFC, CLU Brad Callen, CFP®, CAIA, ChFC, CLU Orange County, California Area Details
Brad Callen, CFP®, CAIA, ChFC, CLU's WM Financial Services Experience June 1998 - June 1999
Job Financial Services Executive | Certified Financial Planner ™
Industry Investment Management
Experience
B.B. Graham & Co.   October 2010 - Present
B.B. Graham & Co.   October 2010 - Present
BC Alternatives, LLC   February 2007 - Present
Financial Partners Credit Union  September 2008 - October 2010
DFC Investor Services   March 2001 - March 2009
IFMG  October 2007 - April 2008
Financial Industry Regulatory Authority (NASD)   June 1998 - April 2001
WM Financial Services   June 1998 - June 1999
Morgan Stanley  October 1996 - June 1998

Skills
Investments, Mutual Funds, Options, Financial Planning, Insurance, Retirement Planning, Arbitration, CLU, Securities, Financial Markets, Investment Advisory, Asset Management, Wealth Management, Trading, Executive Management, Asset, Equities, Series 7, Compliance, FINRA, Dividends, Financial Services, Fixed Annuities

Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA

Missouri Southern State University
B.S. / B.A.

The American College
CFP ® , ChFC, CLU

Tiffanie Yee Tiffanie Yee El Dorado Hills, California Details
Tiffanie Yee's WM Financial Services Experience 1999 - 2000
Job Business Development Manager, Investment Only Solutions at Principal Funds
Industry Financial Services
Experience
Principal Funds  January 2011 - Present
Principal Funds  2006 - 2010
WM Group of Funds  2004 - 2006
WM Group of Funds  2002 - 2004
WM Group of Funds  2001 - 2002
WM Group of Funds  2000 - 2001
WM Financial Services   1999 - 2000
Fortis Financial Group  1998 - 1999

Skills
Business Development, Retirement, Investments, Mutual Funds, Series 7, Series 63, Retirement Planning, Asset Management, Securities, Series 24, Relationship Management

Education
UC Irvine   1994 — 1998
Bachelor of Arts (B.A.), Economics

David Nuxoll David Nuxoll Greater Atlanta Area Details
David Nuxoll's WM Financial Services Experience November 2003 - March 2005
Job Relationship Banker JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase  April 2014 - Present
Wells Fargo  November 2012 - April 2014
Bank of America  November 2005 - November 2012
WM Financial Services   November 2003 - March 2005

Education
Auburn University   1996 — 2001
Bachelor of Science (BS), German International Trade

Mark Quintal Mark Quintal Greater Seattle Area Details
Mark Quintal's WM Financial Services Experience June 2001 - June 2006
Job Surveillance Agent
Industry Insurance
Experience
Metro Transit Security / Securitas   October 2010 - Present
South Point Hotel & Casino   January 2007 - June 2010
WM Financial Services   June 2001 - June 2006
Euro Pacific Capital  June 2000 - June 2001
Morgan Stanley  January 1999 - June 2000

Skills
Finance, Surveillance, Equities, Securities, Insurance, Casino, Risk Management, Gaming Industry, Training, Analysis, Financial Risk, Policy, Trading, Portfolio Management, Financial Analysis, Financial Markets, Retirement Planning, Banking, Supervisory Skills, Mutual Funds, Operations Management, Derivatives

Education
San Diego State University-California State University
Business Administration and Management, General