WM Group of Funds
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WM Group of Funds Employees
Principal Financial Group October 2001 - June 2009
WM Group of Funds January 2005 - December 2006
Wells Fargo Securities June 1998 - September 2001
Wells Fargo 1996 - 1998
Skills
Investments, Financial Advisory, Series 7, Retirement Planning, Mutual Funds, Marketing, 401k, Sales Management, Marketing Strategy, Hedge Funds, Sales
Education
California State University-Sacramento
B.A., Government
HSBC Retail Banking and Wealth Management October 2013 - Present
SunTrust Bank January 2007 - October 2013
Colonial Brokerage February 2005 - December 2006
WM Group of Funds December 2000 - January 2005
Essex Corp January 2000 - December 2000
Bank of America March 1990 - December 1999
Skills
Financial Services, Investment Strategies, Finance, Debt Elimination, B2B Marketing, Team Management, Sales Management
Education
Florida Metropolitan University 1991 — 1995
Bachelor of Business Administration (BBA), Business/Finance
Key West High School 1984 — 1987
215- Life Health and Variable Annuity
FINRA 7 & 63
Self-employed August 2009 - Present
WM Group of Funds 2002 - 2005
Informed Investors 1999 - 2002
Skills
Body Image, Strength Training, Women's Health, Nutritional Counseling, Sports Nutrition, Weight Training, Kettlebells, Weight Management, Wellness Coaching, Public Speaking, Supplements, Nutrition Education, Employee Wellness, Nutrition, Fitness Consulting, Lifestyle Coaching, Cardio, Endurance, Fitness, Weight, Functional Training, Operant Conditioning, Fitness Instruction, Wellness
Education
California State University-Sacramento 2000 — 2004
Bachelor of Science (B.S.), Strategic Management
TRX
Certified Group Suspension Trainer
ISSA
Certified Nutritionist & Trainer
Morgan Stanley June 2015 - Present
First Trust Portfolios October 2006 - September 2014
WM Group of Funds November 2005 - October 2006
SUN AMERICA ASSETT MANAGEMENT CO February 2005 - November 2005
WM Group of Funds September 2001 - February 2005
Informed Investors July 1999 - September 2001
Skills
Strategic Partnerships, Mutual Funds, Sales, Marketing, Finance, Series 7, Series 63, Variable Annuities, Alternative Investments, Banking, Asset Allocation, Investments, Market Planning, Securities, Wealth Management, Management, Business Development, Sales Management, Separately Managed..., 401k, Hedge Funds, Asset Management
Education
Golden Gate University 1996 — 1998
M.B.A, Finance
Ambassador University 1988 — 1992
B.S, Business Administration
1st Global May 2009 - August 2015
Trusted World 2013 - 2014
Waddell & Reed November 2008 - May 2009
LPL Financial Services December 2006 - September 2008
Russell Investment Group January 2004 - December 2006
WM Group of Funds May 2001 - December 2003
Informed Investors May 1999 - May 2001
Skills
Brand Development, Change Leadership, Strategic Communications, Financial Advisor..., Public Relations, Event Leadership, Market Research, New Business Development, Organizational..., Wealth Management..., Education, Leadership, Strategy, Advertising, Public Speaking, Budgets, Executive Management, Marketing, Marketing Communications, Integrated Marketing, Marketing Strategy, Investments, Financial Services, Corporate Communications, Sales, Organizational..., Start-ups, Sales Operations, CRM, Change Management, Strategic Planning, Management, Mutual Funds, Portfolio Management, Online Advertising, Alternative Investments, Wealth Management, Strategic Financial..., Financial Planning
Education
University of Idaho
BS Public Communication, Marketing, PR, Psychology
Ambassador University
B.A., Music, Theology, Psychology
Spokane Public Schools September 2010 - Present
Mead School District September 2003 - June 2010
WM Group of Funds December 1997 - October 1998
Skills
Teaching Adults, Teaching Classes, Event Planning, Mutual Funds, Internet Leads, Presentations, Project Planning, Fitness Instruction, Educational Leadership, Lead Generation, Receptionist Duties, Customer Service, Public Speaking, Curriculum Design, Curriculum Development, Student Development
Education
Eastern Washington University 1995 — 1997
Teacher Certification, Secondary Education and Teaching
University of Washington 1988 — 1992
Bachelor's degree, Sociology
Fash-ion-ista's March 2009 - Present
White House Black Market July 2007 - Present
First Allied Securities January 2007 - June 2007
LPL July 2004 - January 2007
Dunham & Associates January 2002 - June 2004
WM Group of Funds January 1998 - January 2002
Cal Fed Investments 1997 - 2000
Fair Isaac Corporation January 1996 - January 1998
Education
Santa Rosa Junior College
University of Phoenix
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
Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2009 - Present
Natixis Global Associates International August 2006 - January 2009
WM Group of Funds November 2003 - August 2006
Alliance Bernstein November 1998 - November 2003
Skills
Financial Advisory, Mutual Funds, Investments, Fixed Annuities, Securities, Financial Services, Variable Annuities, Wealth, Asset Allocation, Insurance, Risk Management, Pension Consulting, 401(k) Rollovers, Business-Succession..., Deferred Compensation..., Estate Investment..., Financial Analysis, Fixed-Income Strategies, Investment Planning, Bonds, Strategic Financial..., Tax Managed Investment..., Wealth-Preservation..., Beneficiary Planning
Education
West Virgina University 1989 — 1991
Master of Arts in Communication Studies, Interpersonal Communication
Southern Illinois University, Carbondale 1985 — 1989
Bachelor of Science (B.S.), Bachelor of Arts in Speech Communication / Specialization: Public Relations
LeMaitre Vascular July 2013 - Present
Eli Lilly February 2007 - June 2013
WM Group of Funds August 2005 - February 2007
Metropolitan West October 2000 - April 2005
Skills
Pharmaceutical Sales, Sales, Sales Effectiveness, Sales Operations, Cardiology, Medical Devices, Operating Room, Pharmaceutical Industry, Disposables, Capital Equipment, Management
Education
California State University-Sacramento
Bachelor of Science (B.S.), Business Administration and Management, General, 3.4 GPA
GOOD HARBOR FINACIAL LLC April 2013 - Present
NAVCAP-NAV Capital Partners, LLC February 2010 - Present
PRINCIPAL FUNDS, INC January 2007 - February 2009
WM Group of Funds 2005 - 2007
MANULIFE WOOD LOGAN, INC September 1998 - May 2004
CROWELL, WEEDON & COMPANY June 1997 - August 1998
M.L. Stern & Company, Inc. July 1994 - June 1997
Skills
Alternative Investments, Mutual Funds, Investments, Asset Allocation, Asset Management, ETFs, Series 63, Hedge Funds, Retirement Planning, Equities, Financial Advisory, Fixed Annuities, Financial Services, Strategic Financial..., Separately Managed..., Bonds, Private Equity, FINRA, Variable Annuities, Finance, Estate Planning, Insurance
Education
University of Southern California 1991 — 1993
Los Angeles Valley College 1988 — 1990
General Education
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
401k Plan Consultants, LLC 2012 - Present
Egidio Assante Wealth Management, LLC January 2011 - Present
Alpine Wealth Management, LLC January 2010 - Present
PTS Asset Management March 2009 - June 2010
1031 Investment Services July 2007 - July 2009
WM Group of Funds October 2001 - June 2007
Guardian Life Insurance March 2000 - October 2001
Integrity Insurance 2001 - 2001
Freedom Capital Corp 1996 - 1999
Investors Bank & Trust 1993 - 1996
Skills
Mutual Funds, Financial Services, Series 7, Investments, Series 63
Education
State University of New York College at Geneseo 1984 — 1987
BA, Economics
Edinboro University of Pennsylvania 1983 — 1984
Economics
Reme Free Academy 1980 — 1983
1st Global July 2013 - Present
1st Global August 2011 - July 2013
1st Global April 2010 - August 2011
1st Global December 2006 - April 2009
WM Group of Funds April 2005 - May 2006
MassMutual Financial Group August 2004 - April 2005
AXA Advisors February 2003 - July 2004
Skills
Business Development, Strategy, Marketing Strategy, Marketing, Investments, Leadership, CRM, Integrated Marketing, Market Research, Sales, Financial Services, Securities, Customer Segmentation..., FINRA, Management, Target Marketing, Wealth Management..., Direct Marketing, Consumer Database and..., Geodemographic analysis, Analysis, Brand Development, Brand Awareness, Brand Implementation
Education
Texas State University 1997 — 2002
BBA, Finance
Catalyst Funds March 2015 - Present
Invesco US January 2012 - January 2015
BlackRock January 2008 - December 2011
Franklin Templeton Investments October 2005 - January 2008
WM Group of Funds May 2003 - September 2005
Bank of America March 2002 - April 2003
Van Kampen Funds February 1993 - February 2002
American Funds January 1990 - January 1993
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Separately Managed..., Asset Management, Investments, ETFs, Series 6, Equities, Hedge Funds, Wealth Management, Fixed Income, Investment Strategies
Education
Arizona State University 1986 — 1989
Bachelor of Science (BS), Finance, General
State Street April 2011 - Present
Russell Investments September 2006 - November 2010
Fidelity Investments February 2005 - September 2006
WM Group of Funds December 2002 - February 2005
State Street Corporation August 1996 - October 2002
Skills
Mutual Funds, Fixed Income, Equities, Investments, Asset Management, Securities, Bloomberg, Financial Services, Derivatives, Financial Analysis, Investment Strategies, Fund Administration, Corporate Actions, Relationship Management
Education
Salve Regina University 1991 — 1995
Bachelor of Science (BS)
SunAmerica Annuities 2010 - Present
ING October 2003 - February 2010
American Skandia October 1998 - June 2003
WM Group of Funds May 1995 - October 1998
Skills
Series 6, Annuity, Series 63, Annuities, Series 7, Fixed Annuities, Financial Advisory, Variable Annuities, Asset Allocation, Mutual Funds, Series 65, Retirement, Asset Management, Alternative Investments, Separately Managed..., Investments, Strategic Financial..., Financial Services, Estate Planning, Uniform Combined State..., 401k, Series 24, Retirement Planning, Investment Strategies, Securities, FINRA, Wealth Management, Investment Advisory, Life Insurance
Education
Pepperdine University 1979 — 1983
BA, Communications & Business
WM Group of Funds February 2008 - November 2009
WM Group of Funds/Principal Financial March 2004 - April 2008
Wm Group March 2004 - January 2008
Wm Group March 2004 - January 2008
Meridian Project Systems January 2003 - March 2004
Division of Recycling/CalPERS January 1999 - March 2003
State of California April 1999 - January 2003
Division of Recycling/CalPERS April 1999 - January 2003
State of California April 1999 - January 2003
franklin templeton January 1997 - April 1999
Skills
Budgets, Event Management, Event Planning, Customer Service
Education
California State University-Sacramento 1993 — 1996
BA, Liberal Studies
California State University-Sacramento
Bachelor of Arts, Liberal Studies
California State University-Sacramento
Bachelor of Arts, Liberal Studies
St Francis High School
TriNet March 2015 - Present
Fidelity Investments November 2010 - January 2015
Wells Fargo 2009 - 2010
AIG 2006 - 2007
WM Group of Funds 2000 - 2007
Skills
401k, Mutual Funds, Series 7, Investments, Sales Presentations, Retirement, Retirement Planning, Wealth Management, Investment Advisory, Financial Services, Series 65, Life Insurance, Relationship Management, HR Consulting, Start-ups, Business Development, Consulting, Sales, Strategic Planning
Education
California State University-Fullerton
Bachelor's Degree, Finance, Investments
Franklin Templeton Investments June 2012 - Present
Principal Funds January 2000 - July 2012
MFEA 2004 - 2007
WM Group of Funds 2000 - 2006
Franklin Templeton Investments 1995 - 1999
Franklin Templeton Investments 1995 - 1997
Skills
Mutual Funds, Series 7, Portfolio Management, Asset Allocation, Financial Advisory, Marketing, Management, Securities, Product Marketing, Strategy, Alternative Investments, Marketing Strategy, Investments, Separately Managed..., Investment Advisory, ETFs
Education
California Polytechnic State University-San Luis Obispo 1992 — 1994
BS, Finance
Pasadena High School
Russell Investments October 2014 - Present
Principal Funds February 2004 - October 2014
Principal Financial Group February 2004 - October 2014
Principal Financial Group - Edge Asset Management, Inc. 2004 - March 2009
Edmonds Community College 2005 - 2007
WM Group of Funds 2004 - December 2006
WM Funds Distributor, Inc. 2004 - 2006
Symetra Financial 1997 - 2004
Skills
Fluent Spanish, Mutual Funds, Marketing, Securities, Series 63, Series 6, Advertising, 401k, Series 7, Investment Advisory, Risk Management
Education
Edmonds Community College 2003 — 2004
Advanced Paralegal, Estate Planning/Probate
Brigham Young University 1990 — 1995
Bachelor of Arts (BA), History/Economic Geography
Principal Funds January 2005 - Present
WM Group of Funds 2005 - 2006
Fidelity Investments 2001 - 2005
mPower, Inc. September 2000 - April 2001
Education
University of California, Berkeley 1996 — 2000
B.A., Economics
St. Francis High School 1992 — 1996
Principal Financial Group March 2013 - Present
Principal Financial Group January 2007 - March 2013
WM Group of Funds January 2006 - December 2006
Ameritas October 2004 - December 2005
Skills
Series 7, Mutual Funds, Strategic Planning, Marketing Strategy, Key Account Management
Education
California State University-Sacramento 1995 — 2000
BS, Business Administration - Finance
Russell Investments January 2010 - Present
Russell Investments 2009 - Present
SunTrust Bank 2009 - January 2010
Washington Mutual February 2007 - January 2009
WaMu Investments 2004 - 2007
WM Group of Funds September 1997 - November 2005
Education
California State University-Fresno 1986 — 1987
BA, History, Business
Jackson National Life Distributors LLC August 2011 - Present
Jackson National Life Distributors LLC July 2008 - August 2011
Old Mutual Capital 2006 - 2008
WM Group of Funds 2005 - 2007
Education
Florida State University 2015 — 2019
Bachelor of Fine Arts (B.F.A.), Finance, General
Florida State University 2002 — 2011
finance
Principal Funds December 2014 - Present
Principal Financial Group April 2007 - December 2014
WM Funds Distributor, Inc. 2005 - 2006
WM Group of Funds 2004 - 2005
Curley Planning Services September 1995 - June 2004
Sacramento Magazine March 1986 - December 1989
The Sacramento Bee January 1976 - June 1979
Skills
Certified Financial..., Mutual Funds, Series 24, Series 7, Series 63, Investments
Education
College for Financial Planning
CFP
California State University-Sacramento 1975 — 1979
BA, Journalism, History
Principal Financial Group February 2007 - Present
WM Group of Funds January 2004 - February 2007
WM Group of Funds January 2002 - January 2004
WM Group of Funds October 2000 - January 2002
Education
California State University-Sacramento 2005 — 2007
MBA, Business Finance
Oregon State University 1995 — 1999
BA, Business Finance
Senior Regional Director 1986 - Present
WM Group of Funds April 2003 - 2006
AllianceBernstein March 1999 - March 2003
Kemper Funds February 1996 - March 1999
Skills
Wealth Management, Investments, Retirement Planning, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Services, Financial Advisory
Education
California State University-Long Beach - College of Business Administration 1980 — 1983
BS, Marketing
The University of Akron 1978 — 1980
Business
Natixis Global Asset Management January 2014 - Present
Principal Funds July 2005 - January 2014
WM Group of Funds 2005 - 2007
Lincoln Financial Distributors 2004 - 2005
Education
University of California, Berkeley, Haas School of Business
CIMA
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