WM Group of Funds

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WM Group of Funds Employees

Employee
Years
Job
Industry
Jen Degen Kukis Jen Degen Kukis Sacramento, California Area Details
Jen Degen Kukis's WM Group of Funds Experience January 2005 - December 2006
Job Financial Services Sales Professional
Industry Financial Services
Experience
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

Christine Corsa del Rio Christine Corsa del Rio West Palm Beach, Florida Area Details
Christine Corsa del Rio's WM Group of Funds Experience December 2000 - January 2005
Job HSBC Global Banking and Markets
Industry Financial Services
Experience
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

Kristy Stabler Kristy Stabler Scottsdale, Arizona Details
Kristy Stabler's WM Group of Funds Experience 2002 - 2005
Job Nutritionist, Personal Trainer, Speaker
Industry Health, Wellness and Fitness
Experience
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

Terry Swagerty Terry Swagerty Sacramento, California Area Details
Terry Swagerty's WM Group of Funds Experience November 2005 - October 2006
Job Complex Business Development Manager at Morgan Stanley
Industry Financial Services
Experience
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

Brian Finnigan Brian Finnigan Dallas/Fort Worth Area Details
Brian Finnigan's WM Group of Funds Experience May 2001 - December 2003
Job Investment Company/IBD/RIA CMO Seeking Opportunity at a Conscious Business
Industry Financial Services
Experience
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

Lynn Chapman Lynn Chapman Spokane, Washington Details
Lynn Chapman's WM Group of Funds Experience December 1997 - October 1998
Job Substitute Teacher at Spokane Public Schools
Industry Education Management
Experience
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

Angela Meaney Angela Meaney Greater San Diego Area Details
Angela Meaney's WM Group of Funds Experience January 1998 - January 2002
Job Owner at Fashionista's
Industry Financial Services
Experience
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

Theresa (Schnetz) Shuping, CFP®, CIMA® Theresa (Schnetz) Shuping, CFP®, CIMA® Sacramento, California Area Details
Theresa (Schnetz) Shuping, CFP®, CIMA®'s WM Group of Funds Experience May 2004 - December 2006
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

Patrick Dean Lampe Patrick Dean Lampe Mount Vernon, Illinois Details
Patrick Dean Lampe's WM Group of Funds Experience November 2003 - August 2006
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC, Member SIPC
Industry Financial Services
Experience
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

Jennifer Camp Jennifer Camp Sacramento, California Details
Jennifer Camp's WM Group of Funds Experience August 2005 - February 2007
Job Surgical Sales Representative at LeMaitre Vascular
Industry Medical Devices
Experience
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

Chad Russell Chad Russell Greater Los Angeles Area Details
Chad Russell's WM Group of Funds Experience 2005 - 2007
Job Managing Director at GOOD HARBOR FINANCIAL LLC
Industry Financial Services
Experience
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

Eric Nomura Eric Nomura Greater Los Angeles Area Details
Eric Nomura's WM Group of Funds 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

Patrick Clark, AIF ® Patrick Clark, AIF ® Hartford, Connecticut Area Details
Patrick Clark, AIF ®'s WM Group of Funds Experience October 2001 - June 2007
Job Wealth Managment Consultant at Egidio Assante Wealth Management, LLC
Industry Financial Services
Experience
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

Justin Liggitt Justin Liggitt Dallas/Fort Worth Area Details
Justin Liggitt's WM Group of Funds Experience April 2005 - May 2006
Job Director, Brand Consulting at 1st Global
Industry Financial Services
Experience
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

Darren Stabler Darren Stabler Scottsdale, Arizona Details
Darren Stabler's WM Group of Funds Experience May 2003 - September 2005
Job External Wholesaler at Catalyst Funds
Industry Investment Management
Experience
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

Michelle Cushman Michelle Cushman Greater Boston Area Details
Michelle Cushman's WM Group of Funds Experience December 2002 - February 2005
Job Assistant Vice President at State Street
Industry Financial Services
Experience
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)

Dana Saraceno Dana Saraceno Greater Los Angeles Area Details
Dana Saraceno's WM Group of Funds Experience May 1995 - October 1998
Job Divisional Sales Director
Industry Financial Services
Experience
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

Patty Poletti-Cunningham Patty Poletti-Cunningham Sacramento, California Area Details
Patty Poletti-Cunningham's WM Group of Funds Experience February 2008 - November 2009
Job Event Manager/Program Coordinator
Industry Marketing and Advertising
Experience
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

Barbara Matheson Barbara Matheson San Francisco, California Details
Barbara Matheson's WM Group of Funds Experience 2000 - 2007
Job HR and Business Consultant with TriNet Advising Small Business Owners and StartUp's
Industry Financial Services
Experience
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

Troy Seitz, CIMA® Troy Seitz, CIMA® Sacramento, California Area Details
Troy Seitz, CIMA®'s WM Group of Funds Experience 2000 - 2006
Job Director, Global Product Marketing Solutions & Alternatives
Industry Financial Services
Experience
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

Todd Henrichsen Todd Henrichsen Greater Seattle Area Details
Todd Henrichsen's WM Group of Funds Experience 2004 - December 2006
Job Compliance Officer at Russell Investments
Industry Financial Services
Experience
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

Katie Bruner Katie Bruner Sacramento, California Area Details
Katie Bruner's WM Group of Funds Experience 2005 - 2006
Job Relationship Manager at Principal Funds
Industry Financial Services
Experience
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

Debbie Moorhouse Debbie Moorhouse Sacramento, California Area Details
Debbie Moorhouse's WM Group of Funds Experience January 2006 - December 2006
Job Associate Relationship Manager PFD at Principal Financial Group
Industry Financial Services
Experience
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

Sandra Cavanaugh Sandra Cavanaugh Greater Seattle Area Details
Sandra Cavanaugh's WM Group of Funds Experience September 1997 - November 2005
Job CEO, Private Client Services, North America at Russell Investments
Industry Financial Services
Experience
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

Kyle Portugal Kyle Portugal Bloomington/Normal, Illinois Area Details
Kyle Portugal's WM Group of Funds Experience 2005 - 2007
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Nancy Curley Nancy Curley Sacramento, California Area Details
Nancy Curley's WM Group of Funds Experience 2004 - 2005
Job Compliance Advisor at Principal Funds
Industry Financial Services
Experience
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

Julie Seitz Julie Seitz Sacramento, California Area Details
Julie Seitz's WM Group of Funds Experience January 2004 - February 2007
Job Senior Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
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

John Poleondakis John Poleondakis Cleveland/Akron, Ohio Area Details
John Poleondakis's WM Group of Funds Experience April 2003 - 2006
Job Senior Regional Director
Industry Financial Services
Experience
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

Chris Mulligan, CIMA Chris Mulligan, CIMA Greater Omaha Area Details
Chris Mulligan, CIMA's WM Group of Funds Experience 2005 - 2007
Job VP, Managing Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
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

Tiffanie Yee Tiffanie Yee El Dorado Hills, California Details
Tiffanie Yee's WM Group of Funds Experience 2004 - 2006
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