YCMNET Advisors
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YCMNET Advisors Employees
Employee
Years
Job
Industry
Angela Wright, MBA, CFP® Angela Wright, MBA, CFP®'s YCMNET Advisors Experience August 2006 - July 2008
Job Partner & Chief Operating Officer
Industry Financial Services
Experience
Del Monte Group, LLC July 2008 - Present
YCMNET Advisors August 2006 - July 2008
Diversified Financial Concepts June 2003 - July 2006
Skills
Portfolio Management, Strategic Planning, Asset Management, Public Speaking, Asset Managment, Financial Planning
Education
St. Mary's College of California 2010 — 2011
MBA
California State University-Chico 2001 — 2003
B.S., Business Administration, concentration in Financial Services
Castro Valley High
Del Monte Group, LLC July 2008 - Present
YCMNET Advisors August 2006 - July 2008
Diversified Financial Concepts June 2003 - July 2006
Skills
Portfolio Management, Strategic Planning, Asset Management, Public Speaking, Asset Managment, Financial Planning
Education
St. Mary's College of California 2010 — 2011
MBA
California State University-Chico 2001 — 2003
B.S., Business Administration, concentration in Financial Services
Castro Valley High
Michelle Zambrano Michelle Zambrano's YCMNET Advisors Experience June 2010 - December 2010
Job Marketing Coordinator at POPSUGAR
Industry Marketing and Advertising
Experience
POPSUGAR March 2015 - Present
MeetGeraldine March 2014 - March 2015
Uptown Juice Company October 2013 - April 2014
Ameriprise Financial Services, Inc. July 2012 - October 2013
Ameriprise Financial Services, Inc. December 2011 - October 2013
YCMNET Advisors June 2010 - December 2010
Lincoln Financial Advisors March 2008 - May 2010
American Marketing Association, CSU Sacramento September 2008 - December 2009
Elliott Benson March 2007 - December 2007
Skills
Client Services, Administrative Support, Financial Reporting, Social Media Marketing, Database Management, Account Management, Transaction Processing, Customer Service, CRM, ThomsonOne, Spreadsheets, Microsoft Excel, Microsoft Office, Leadership, Team Building, Financial Services, Budgets, Microsoft Word, Market Research, Event Planning, Marketing, Marketing Strategy, Project Planning, Social Media, Marketing Communications, Process Improvement, Team Leadership, Time Management, Sales, Social Networking, Event Management, Data Analysis, Management, Project Management, Finance, Business Development, Public Speaking, Strategic Financial..., Portfolio Management, Outlook, Investments, Salesforce.com, Insurance
Education
California State University-Sacramento 2005 — 2009
Bachelor of Science, Business Administration, Marketing
St. Patrick- St. Vincent
St. Patrick- St. Vincent
POPSUGAR March 2015 - Present
MeetGeraldine March 2014 - March 2015
Uptown Juice Company October 2013 - April 2014
Ameriprise Financial Services, Inc. July 2012 - October 2013
Ameriprise Financial Services, Inc. December 2011 - October 2013
YCMNET Advisors June 2010 - December 2010
Lincoln Financial Advisors March 2008 - May 2010
American Marketing Association, CSU Sacramento September 2008 - December 2009
Elliott Benson March 2007 - December 2007
Skills
Client Services, Administrative Support, Financial Reporting, Social Media Marketing, Database Management, Account Management, Transaction Processing, Customer Service, CRM, ThomsonOne, Spreadsheets, Microsoft Excel, Microsoft Office, Leadership, Team Building, Financial Services, Budgets, Microsoft Word, Market Research, Event Planning, Marketing, Marketing Strategy, Project Planning, Social Media, Marketing Communications, Process Improvement, Team Leadership, Time Management, Sales, Social Networking, Event Management, Data Analysis, Management, Project Management, Finance, Business Development, Public Speaking, Strategic Financial..., Portfolio Management, Outlook, Investments, Salesforce.com, Insurance
Education
California State University-Sacramento 2005 — 2009
Bachelor of Science, Business Administration, Marketing
St. Patrick- St. Vincent
St. Patrick- St. Vincent
Jessica Lugo Jessica Lugo's YCMNET Advisors Experience February 2005 - February 2006
Job Stylist at Sherilynn Jade Salon
Industry Restaurants
Experience
Sherilynn Jade Salon October 2009 - Present
Claim Jumper Restaurants February 2007 - May 2010
YCMNET Advisors February 2005 - February 2006
Restaurants Unlimited October 2002 - August 2005
Education
Paris Beauty College 2007 — 2009
Cosmetology, Cosmetology
College of Marin 2002 — 2004
n/a, General Education
Sherilynn Jade Salon October 2009 - Present
Claim Jumper Restaurants February 2007 - May 2010
YCMNET Advisors February 2005 - February 2006
Restaurants Unlimited October 2002 - August 2005
Education
Paris Beauty College 2007 — 2009
Cosmetology, Cosmetology
College of Marin 2002 — 2004
n/a, General Education
Maria Luevanos Maria Luevanos's YCMNET Advisors Experience 2001 - 2003
Job Executive Assistant in Advisory at PwC LLP
Industry Accounting
Experience
PwC June 2011 - Present
Psomas October 2005 - April 2011
Mark Thomas and Company 2003 - 2005
YCMNET Advisors 2001 - 2003
Documentum - EMC 1999 - 2001
Skills
Project Management, Business Operations, Civil Engineering, Project Planning, Visio, Project Coordination, Marketing, Accounting, PowerPoint, Proposal Writing, Microsoft Office, Budgets, Process Scheduler, Contract Management, Microsoft Excel, Government, Program Management, Strategic Planning, MS Project, Construction Management, Leadership, Management, Policy
Education
Diablo Valley College 2007 — 2009
AA, Liberal Arts
Bishop Amat Memorial High School Graduate
PwC June 2011 - Present
Psomas October 2005 - April 2011
Mark Thomas and Company 2003 - 2005
YCMNET Advisors 2001 - 2003
Documentum - EMC 1999 - 2001
Skills
Project Management, Business Operations, Civil Engineering, Project Planning, Visio, Project Coordination, Marketing, Accounting, PowerPoint, Proposal Writing, Microsoft Office, Budgets, Process Scheduler, Contract Management, Microsoft Excel, Government, Program Management, Strategic Planning, MS Project, Construction Management, Leadership, Management, Policy
Education
Diablo Valley College 2007 — 2009
AA, Liberal Arts
Bishop Amat Memorial High School Graduate
Dianna (Smith) Geairn Dianna (Smith) Geairn's YCMNET Advisors Experience 1997 - 2001
Job SaaS Sales Professional
Industry Information Services
Experience
The Irreverent Sales Girl 2008 - Present
3BL Media February 2015 - August 2015
Impact Online, Inc. dba VolunteerMatch July 2003 - February 2015
YCMNET Advisors 1997 - 2001
Skills
Corporate Social..., Marketing, Marketing Communications, Leadership, Employee Engagement, Marketing Strategy, Social Media Marketing, Social Media, Sales, Sales Presentations, Sales Plan, Sales Process, Strategic Planning, Non-profits, Strategy, Public Speaking, Leadership Development, Start-ups, Strategic Partnerships, Entrepreneurship, Coaching, Project Management, Team Building, Team Leadership, Business Development, Business Strategy, Event Management, Problem Solving
Education
University of Colorado at Boulder - Leeds School of Business 1985 — 1990
Bachelor of Science, Business Administration
University of California, Los Angeles - The Anderson School of Management
Designation, Personal Financial Planning
The Irreverent Sales Girl 2008 - Present
3BL Media February 2015 - August 2015
Impact Online, Inc. dba VolunteerMatch July 2003 - February 2015
YCMNET Advisors 1997 - 2001
Skills
Corporate Social..., Marketing, Marketing Communications, Leadership, Employee Engagement, Marketing Strategy, Social Media Marketing, Social Media, Sales, Sales Presentations, Sales Plan, Sales Process, Strategic Planning, Non-profits, Strategy, Public Speaking, Leadership Development, Start-ups, Strategic Partnerships, Entrepreneurship, Coaching, Project Management, Team Building, Team Leadership, Business Development, Business Strategy, Event Management, Problem Solving
Education
University of Colorado at Boulder - Leeds School of Business 1985 — 1990
Bachelor of Science, Business Administration
University of California, Los Angeles - The Anderson School of Management
Designation, Personal Financial Planning
Melissa Kirby, CFP® Melissa Kirby, CFP®'s YCMNET Advisors Experience August 2008 - May 2010
Job Client Manager at Bradley and Company, LLC
Industry Financial Services
Experience
Bradley and Company, LLC May 2010 - Present
YCMNET Advisors August 2008 - May 2010
Skills
Mutual Funds, Customer Service, Portfolio Management, Investments, Asset Allocation, Microsoft Excel, Retirement Planning, Strategic Financial..., Wealth Management, Outlook, Alternative Investments, PowerPoint, Banking, Bloomberg, Loans, Financial Advisory, Asset Management, Equities
Education
John Cabot University 2007 — 2008
St. Mary's College of California 2004 — 2008
BSE, Business Administration and Marketing
Bradley and Company, LLC May 2010 - Present
YCMNET Advisors August 2008 - May 2010
Skills
Mutual Funds, Customer Service, Portfolio Management, Investments, Asset Allocation, Microsoft Excel, Retirement Planning, Strategic Financial..., Wealth Management, Outlook, Alternative Investments, PowerPoint, Banking, Bloomberg, Loans, Financial Advisory, Asset Management, Equities
Education
John Cabot University 2007 — 2008
St. Mary's College of California 2004 — 2008
BSE, Business Administration and Marketing
John Westerlund John Westerlund's YCMNET Advisors Experience 2009 - 2010
Job Business Manager at EdTec
Industry Investment Management
Experience
EdTec November 2012 - Present
Clarity Wealth Advisors July 2011 - November 2012
Consilium Wealth Management January 2011 - July 2011
YCMNET Advisors 2009 - 2010
Merrill Lynch 2008 - 2009
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts,, Political Science
Dublin High School
EdTec November 2012 - Present
Clarity Wealth Advisors July 2011 - November 2012
Consilium Wealth Management January 2011 - July 2011
YCMNET Advisors 2009 - 2010
Merrill Lynch 2008 - 2009
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts,, Political Science
Dublin High School
Bill Sawyer's YCMNET Advisors Experience 2004 - 2010
Job Equity Research Analyst, CFA
Industry Investment Management
Experience
YCMNET Advisors 2004 - 2010
Fortune Venture Investment Group 2000 - 2003
J.P. Morgan 1995 - 1999
Skills
Equity Research, Portfolio Management, Venture Capital, Investments, Investment Management, Financial Modeling, Wealth Management, Derivatives, Retirement Planning, Securities, Fixed Income, Hedge Funds, Investment Strategies, Asset Managment, Equities, Mutual Funds, Financial Advisory, Series 7, Alternative Investments, Emerging Markets, Asset Allocation, Analysis, Trading, Strategic Financial..., Financial Services, Valuation, Investment Advisory, Asset Management, Bloomberg
Education
Cornell University 1991 — 1995
B.S.
University of New South Wales, Sydney, Australia (Study Abroad) 1993 — 1994
HSHS
YCMNET Advisors 2004 - 2010
Fortune Venture Investment Group 2000 - 2003
J.P. Morgan 1995 - 1999
Skills
Equity Research, Portfolio Management, Venture Capital, Investments, Investment Management, Financial Modeling, Wealth Management, Derivatives, Retirement Planning, Securities, Fixed Income, Hedge Funds, Investment Strategies, Asset Managment, Equities, Mutual Funds, Financial Advisory, Series 7, Alternative Investments, Emerging Markets, Asset Allocation, Analysis, Trading, Strategic Financial..., Financial Services, Valuation, Investment Advisory, Asset Management, Bloomberg
Education
Cornell University 1991 — 1995
B.S.
University of New South Wales, Sydney, Australia (Study Abroad) 1993 — 1994
HSHS
Dorothy Kwanua Tackie's YCMNET Advisors Experience 2008 - 2009
Job Marketing Manager at Emerging Blue
Industry Marketing and Advertising
Experience
Emerging Blue January 2009 - Present
Ejisu Fashions 2009 - Present
YCMNET Advisors 2008 - 2009
Meredith Corp 2005 - 2008
University of Iowa 2004 - 2005
The Consortium 2002 - 2003
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2005
MBA, Marketing
Emerging Blue January 2009 - Present
Ejisu Fashions 2009 - Present
YCMNET Advisors 2008 - 2009
Meredith Corp 2005 - 2008
University of Iowa 2004 - 2005
The Consortium 2002 - 2003
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2005
MBA, Marketing
Michelle Drury's YCMNET Advisors Experience January 2007 - November 2008
Job Independent
Industry Primary/Secondary Education
Experience
Del Monte Group, LLC March 2012 - Present
YCMNET Advisors January 2007 - November 2008
Nordstrom 2000 - 2005
Education
San Francisco State University 2004 — 2006
BA, Communications
Del Monte Group, LLC March 2012 - Present
YCMNET Advisors January 2007 - November 2008
Nordstrom 2000 - 2005
Education
San Francisco State University 2004 — 2006
BA, Communications
Doug Drennan's YCMNET Advisors Experience October 2000 - December 2003
Job Controller at Radiant Technologies
Industry Investment Management
Experience
Radiant Technologies January 2014 - Present
J.S. Oliver Capital Management, L.P. June 2011 - December 2013
aAd Capital Management, Powerhouse Capital June 2008 - June 2011
J.S. Oliver Capital Management, L.P. January 2004 - May 2008
YCMNET Advisors October 2000 - December 2003
Skills
Equities, Alternative Investments, Asset Management, Hedge Funds, Investments, Investment Management, Asset Managment, Portfolio Management, Management, Financial Modeling, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Finance
Radiant Technologies January 2014 - Present
J.S. Oliver Capital Management, L.P. June 2011 - December 2013
aAd Capital Management, Powerhouse Capital June 2008 - June 2011
J.S. Oliver Capital Management, L.P. January 2004 - May 2008
YCMNET Advisors October 2000 - December 2003
Skills
Equities, Alternative Investments, Asset Management, Hedge Funds, Investments, Investment Management, Asset Managment, Portfolio Management, Management, Financial Modeling, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Finance
Jack Bellamy, CFA, CFP®'s YCMNET Advisors Experience 2010 - 2012
Job CIO and Director of Research at Clarity Wealth Advisors
Industry Financial Services
Experience
Clarity Wealth Advisors November 2013 - Present
Entangled Media Corp. February 2009 - December 2013
Millie Capital Management LLC October 2012 - November 2013
YCMNET Advisors 2010 - 2012
Avicenna Capital Management 2007 - 2009
Steeple Capital 2004 - 2007
RCM 1998 - 2004
Lockheed Martin 1996 - 1998
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
BS, Finance & Economics
Clarity Wealth Advisors November 2013 - Present
Entangled Media Corp. February 2009 - December 2013
Millie Capital Management LLC October 2012 - November 2013
YCMNET Advisors 2010 - 2012
Avicenna Capital Management 2007 - 2009
Steeple Capital 2004 - 2007
RCM 1998 - 2004
Lockheed Martin 1996 - 1998
Education
California Polytechnic State University-San Luis Obispo 1991 — 1996
BS, Finance & Economics