Zecco Trading
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Zecco Trading Employees
Employee
Years
Job
Industry
Heidy Washington Heidy Washington's Zecco Trading Experience February 2008 - October 2012
Job Contract Administrator/Customer Accounts at Black Knight Financial Services Data & Analytics
Industry Financial Services
Experience
Black Knight Financial Services Data & Analytics December 2012 - Present
Zecco Trading February 2008 - October 2012
Zecco Trading February 2008 - October 2012
Zecco Trading February 2008 - October 2012
Skills
Risk Management, Financial Services, Competitive Analysis, Call Centers, Customer Satisfaction, Process Improvement, Customer Service, Call Center, Microsoft Excel, Banking, Microsoft Word, Securities, Options, Outlook, PowerPoint, Data Entry, Team Building, Contract Management, Contractual Agreements, Document Review, Internal Audit, Team Leadership, Team Motivation, Process Optimization, Workflow Management, Interviews, Test Cases, Database Administration, Online Research, Client Liaison, Management, Analysis, Vendor Management
Education
Citrus College 2011 — 2017
Ongoing, Business Administration and Management, General, Freshman
Black Knight Financial Services Data & Analytics December 2012 - Present
Zecco Trading February 2008 - October 2012
Zecco Trading February 2008 - October 2012
Zecco Trading February 2008 - October 2012
Skills
Risk Management, Financial Services, Competitive Analysis, Call Centers, Customer Satisfaction, Process Improvement, Customer Service, Call Center, Microsoft Excel, Banking, Microsoft Word, Securities, Options, Outlook, PowerPoint, Data Entry, Team Building, Contract Management, Contractual Agreements, Document Review, Internal Audit, Team Leadership, Team Motivation, Process Optimization, Workflow Management, Interviews, Test Cases, Database Administration, Online Research, Client Liaison, Management, Analysis, Vendor Management
Education
Citrus College 2011 — 2017
Ongoing, Business Administration and Management, General, Freshman
Amar Woods Amar Woods's Zecco Trading Experience March 2008 - March 2012
Job Trader with Morgan Stanley Wealth Management(CSA)
Industry Financial Services
Experience
Zecco Trading March 2008 - March 2012
Wachovia February 2005 - April 2007
HSBC 2003 - 2005
Skills
Series 7, Loans, Trading, Series 63, Securities, Mutual Funds, FINRA, Retirement Planning, Series 24, Investments, Wealth Management, Equities, Uniform Combined State..., Asset Allocation, Options, Business Development, Regional Development, ETFs, Finance
Education
California State University-Los Angeles
English Language and Literature/Letters
Zecco Trading March 2008 - March 2012
Wachovia February 2005 - April 2007
HSBC 2003 - 2005
Skills
Series 7, Loans, Trading, Series 63, Securities, Mutual Funds, FINRA, Retirement Planning, Series 24, Investments, Wealth Management, Equities, Uniform Combined State..., Asset Allocation, Options, Business Development, Regional Development, ETFs, Finance
Education
California State University-Los Angeles
English Language and Literature/Letters
Anne Jacques Anne Jacques's Zecco Trading Experience July 2011 - February 2012
Job Inbound Group Leader for Target
Industry Retail
Experience
Target February 2015 - Present
Target July 2013 - February 2015
Target November 2012 - July 2013
City of Chino April 2012 - October 2012
City of Chino August 2011 - April 2012
Zecco Trading July 2011 - February 2012
Sunnyvale Ford January 2011 - May 2011
Center for Economic Education November 2010 - May 2011
SJSU Econ Club November 2009 - May 2011
Hertz Corporation March 2005 - January 2008
Skills
Highly Analytical, Problem Solving, Communication Verbal, Highly Dedicated, Analytical Skills, Proposal Writing, Management, Speech, Leadership, Convergent Thinker, Logistics Management, High Sense Of Urgency, Strategic Planning, Analytical Writing, Dedication to..., Multitasker, Loyal, Resource Management, Written & Verbal..., Event Planning, Human Resources, Project Planning, Customer Satisfaction, Sales, Organizational..., Microsoft Excel
Education
California State University-Long Beach 2013 — 2014
Global Logistics Specialist, Logistics
Azusa Pacific University 2011 — 2012
MBA, Business Administration, 3.6
San Jose State University 2009 — 2011
B.A., Economics/Business minor
Golden West College 2007 — 2008
AA, Business
Target February 2015 - Present
Target July 2013 - February 2015
Target November 2012 - July 2013
City of Chino April 2012 - October 2012
City of Chino August 2011 - April 2012
Zecco Trading July 2011 - February 2012
Sunnyvale Ford January 2011 - May 2011
Center for Economic Education November 2010 - May 2011
SJSU Econ Club November 2009 - May 2011
Hertz Corporation March 2005 - January 2008
Skills
Highly Analytical, Problem Solving, Communication Verbal, Highly Dedicated, Analytical Skills, Proposal Writing, Management, Speech, Leadership, Convergent Thinker, Logistics Management, High Sense Of Urgency, Strategic Planning, Analytical Writing, Dedication to..., Multitasker, Loyal, Resource Management, Written & Verbal..., Event Planning, Human Resources, Project Planning, Customer Satisfaction, Sales, Organizational..., Microsoft Excel
Education
California State University-Long Beach 2013 — 2014
Global Logistics Specialist, Logistics
Azusa Pacific University 2011 — 2012
MBA, Business Administration, 3.6
San Jose State University 2009 — 2011
B.A., Economics/Business minor
Golden West College 2007 — 2008
AA, Business
Kristen H. Shadburn's Zecco Trading Experience October 2008 - October 2012
Job Human Resources Business Partner at Entertainment Partners
Industry Human Resources
Experience
Entertainment Partners April 2015 - Present
Mount Saint Mary's University August 2012 - April 2015
Zecco Trading October 2008 - October 2012
AECOM April 2008 - October 2008
Deluxe Entertainment Services Group May 2005 - April 2008
Chubb Insurance June 2003 - May 2005
Skills
Performance Management, Employee Benefits, Employment Law, Workers Compensation, Coaching, Benefits, Compensation, Employee Relations, Organizational..., HRIS, Payroll, Benefits Administration, Hiring, Employee Engagement, Interviewing, Leadership Development, Policy Analysis, PowerPoint, Outlook, Onboarding, Excel, Conflict Resolution, Talent Acquisition, HR Policies, Deferred Compensation, Microsoft Excel, Interviews, New Hire Orientations, Training, Human Resources, Personnel Management, Policy, FMLA, Management, College Recruiting, Recruiting, Talent Management, Employee Handbooks, Workforce Planning, Applicant Tracking..., Labor Relations, Organizational...
Education
Mount Saint Mary's University 2013 — 2014
Master of Business Administration (M.B.A.), Organizational Leadership
Mount Saint Mary's University 2001 — 2005
B.A., Industrial/Organizational Psychology
California State University-Northridge 2007 — 2008
HR Certification, Human Resources
Entertainment Partners April 2015 - Present
Mount Saint Mary's University August 2012 - April 2015
Zecco Trading October 2008 - October 2012
AECOM April 2008 - October 2008
Deluxe Entertainment Services Group May 2005 - April 2008
Chubb Insurance June 2003 - May 2005
Skills
Performance Management, Employee Benefits, Employment Law, Workers Compensation, Coaching, Benefits, Compensation, Employee Relations, Organizational..., HRIS, Payroll, Benefits Administration, Hiring, Employee Engagement, Interviewing, Leadership Development, Policy Analysis, PowerPoint, Outlook, Onboarding, Excel, Conflict Resolution, Talent Acquisition, HR Policies, Deferred Compensation, Microsoft Excel, Interviews, New Hire Orientations, Training, Human Resources, Personnel Management, Policy, FMLA, Management, College Recruiting, Recruiting, Talent Management, Employee Handbooks, Workforce Planning, Applicant Tracking..., Labor Relations, Organizational...
Education
Mount Saint Mary's University 2013 — 2014
Master of Business Administration (M.B.A.), Organizational Leadership
Mount Saint Mary's University 2001 — 2005
B.A., Industrial/Organizational Psychology
California State University-Northridge 2007 — 2008
HR Certification, Human Resources
Edward Troy Edward Troy's Zecco Trading Experience January 2012 - September 2012
Job Portfolio Management Associate at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick January 2014 - Present
Signature Estate & Investment Advisors, LLC October 2012 - January 2014
Zecco Trading January 2012 - September 2012
Merrill Lynch August 2010 - June 2011
Ruibal Wealth Management February 2010 - June 2010
Wells Fargo Bank August 2007 - August 2009
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis, Equities
Education
University of California, San Diego
B.A. In Economics, Economics
Kayne Anderson Rudnick January 2014 - Present
Signature Estate & Investment Advisors, LLC October 2012 - January 2014
Zecco Trading January 2012 - September 2012
Merrill Lynch August 2010 - June 2011
Ruibal Wealth Management February 2010 - June 2010
Wells Fargo Bank August 2007 - August 2009
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis, Equities
Education
University of California, San Diego
B.A. In Economics, Economics
Fawna Velci Fawna Velci's Zecco Trading Experience December 2007 - October 2010
Job Los Angeles Regional Corporate Marketing Account Manager at Appreciation Events
Industry Marketing and Advertising
Experience
Appreciation Events June 2013 - Present
Appreciation Events September 2012 - Present
Chase April 2011 - September 2012
Zecco Trading December 2007 - October 2010
Skills
Mutual Funds, Series 63, Financial Services, Series 7, Securities, Corporate Events, Customer Service, Event Planning, Coaching, Events Coordination, Marketing Communications, Customer Satisfaction, Client Relations Skills, Marketing, Business Strategy, Trading
Education
University of La Verne 2011 — 2012
Appreciation Events June 2013 - Present
Appreciation Events September 2012 - Present
Chase April 2011 - September 2012
Zecco Trading December 2007 - October 2010
Skills
Mutual Funds, Series 63, Financial Services, Series 7, Securities, Corporate Events, Customer Service, Event Planning, Coaching, Events Coordination, Marketing Communications, Customer Satisfaction, Client Relations Skills, Marketing, Business Strategy, Trading
Education
University of La Verne 2011 — 2012
Anthony Carbajal Anthony Carbajal's Zecco Trading Experience December 2011 - October 2012
Job Game Developer at Tanager Productions
Industry Computer Games
Experience
Tanager Productions December 2014 - Present
PC Tech Repairs July 2013 - Present
LEI Home Enhancements April 2014 - May 2014
Kohl's Department Stores April 2014 - April 2014
CapTel March 2014 - April 2014
Ella's Deli and Ice Cream Parlor November 2013 - March 2014
Ella's Deli and Ice Cream Parlor August 2013 - March 2014
Redev Games August 2012 - December 2013
Ella's Deli and Ice Cream Parlor September 2013 - November 2013
Zecco Trading December 2011 - October 2012
Skills
Game Development, HTML, JavaScript, Video Games, Xbox 360, PS3, C#, PHP, SQL, MySQL, Java, Game Design, Photoshop, C++, Microsoft SQL Server, Programming, Visual Basic, Mobile Games, Monetization, Mobile Applications, Python, Database Design
Education
Lane Community College 2014 — 2014
Music Theory and Composition
Clackamas Community College 2010 — 2011
Music Theory and Composition
Tanager Productions December 2014 - Present
PC Tech Repairs July 2013 - Present
LEI Home Enhancements April 2014 - May 2014
Kohl's Department Stores April 2014 - April 2014
CapTel March 2014 - April 2014
Ella's Deli and Ice Cream Parlor November 2013 - March 2014
Ella's Deli and Ice Cream Parlor August 2013 - March 2014
Redev Games August 2012 - December 2013
Ella's Deli and Ice Cream Parlor September 2013 - November 2013
Zecco Trading December 2011 - October 2012
Skills
Game Development, HTML, JavaScript, Video Games, Xbox 360, PS3, C#, PHP, SQL, MySQL, Java, Game Design, Photoshop, C++, Microsoft SQL Server, Programming, Visual Basic, Mobile Games, Monetization, Mobile Applications, Python, Database Design
Education
Lane Community College 2014 — 2014
Music Theory and Composition
Clackamas Community College 2010 — 2011
Music Theory and Composition
Julie Roussel Julie Roussel's Zecco Trading Experience September 2007 - February 2011
Job Senior Product Manager at ZestFinance
Industry Online Media
Experience
ZestFinance December 2014 - Present
ReachLocal October 2012 - November 2014
Zecco February 2011 - November 2012
Zecco Trading September 2007 - February 2011
Brookstreet Securities December 2004 - June 2007
BNP Paribas Arbitrage February 2001 - September 2003
Skills
Product Management, Project Management, Agile Project Management, Brokerage Operations, Financial Services, Customer Service, User Experience, Process Improvement, Compliance, Salesforce.com..., Salesforce.com, Salesforce.com..., CRM Integration, ACH, Electronic Payments, New Account Opening, Live Chat, IVR, Vendor Management, Brokers, Business Analysis, Competitive Analysis, Online Support, Risk Management, Team Leadership, Analytics, Certified Scrum Master..., Program Management, Leadership, Start-ups, Product Development, Integration, Banking, Trading, Series 7, CRM, Management, Cross-functional Team..., Agile Methodologies, E-commerce, Scrum
Education
Groupe Ecole supérieure de Commerce et de Management 1996 — 2000
Bachelor, Business Management & Finance
ZestFinance December 2014 - Present
ReachLocal October 2012 - November 2014
Zecco February 2011 - November 2012
Zecco Trading September 2007 - February 2011
Brookstreet Securities December 2004 - June 2007
BNP Paribas Arbitrage February 2001 - September 2003
Skills
Product Management, Project Management, Agile Project Management, Brokerage Operations, Financial Services, Customer Service, User Experience, Process Improvement, Compliance, Salesforce.com..., Salesforce.com, Salesforce.com..., CRM Integration, ACH, Electronic Payments, New Account Opening, Live Chat, IVR, Vendor Management, Brokers, Business Analysis, Competitive Analysis, Online Support, Risk Management, Team Leadership, Analytics, Certified Scrum Master..., Program Management, Leadership, Start-ups, Product Development, Integration, Banking, Trading, Series 7, CRM, Management, Cross-functional Team..., Agile Methodologies, E-commerce, Scrum
Education
Groupe Ecole supérieure de Commerce et de Management 1996 — 2000
Bachelor, Business Management & Finance
Francisco Landaverde's Zecco Trading Experience January 2012 - September 2012
Job Funding Analyst at MullinTBG
Industry Financial Services
Experience
MullinTBG, A Prudential Financial company July 2013 - Present
Zecco Trading January 2012 - September 2012
Toyota Motor Sales, USA May 2009 - September 2010
Skills
Series 7, Series 63, Financial Analysis, Microsoft Excel, PowerPoint, Investments, Microsoft Office, Customer Service, Microsoft Word, Outlook, Finance, Accounting, Market Research, Management, Sales
Education
University of Southern California - Marshall School of Business 2006 — 2011
Business Administration
University of Southern California 2006 — 2011
Spanish
MullinTBG, A Prudential Financial company July 2013 - Present
Zecco Trading January 2012 - September 2012
Toyota Motor Sales, USA May 2009 - September 2010
Skills
Series 7, Series 63, Financial Analysis, Microsoft Excel, PowerPoint, Investments, Microsoft Office, Customer Service, Microsoft Word, Outlook, Finance, Accounting, Market Research, Management, Sales
Education
University of Southern California - Marshall School of Business 2006 — 2011
Business Administration
University of Southern California 2006 — 2011
Spanish
Brandon Weber Brandon Weber's Zecco Trading Experience 2011 - November 2012
Job Senior Real Estate Analyst at Heartland Dental
Industry Financial Services
Experience
Heartland Dental Care December 2012 - Present
Zecco Trading 2011 - November 2012
ScanSource 2010 - 2011
Skills
Series 63, Series 7
Education
Eastern Illinois University 2006 — 2008
Finance
Heartland Dental Care December 2012 - Present
Zecco Trading 2011 - November 2012
ScanSource 2010 - 2011
Skills
Series 63, Series 7
Education
Eastern Illinois University 2006 — 2008
Finance
Wilton Lam Wilton Lam's Zecco Trading Experience July 2009 - December 2011
Job Experienced Associate at PwC
Industry Accounting
Experience
PricewaterhouseCoopers, LLP September 2014 - Present
Anton & Chia LLP July 2013 - August 2014
BENADON SHAPIRO VILLALOBOS, Certified Public Accountants June 2013 - July 2013
Azran Financial July 2011 - April 2013
Zecco Trading July 2009 - December 2011
IAC November 2008 - June 2009
Walt Disney Animation Studios April 2008 - October 2008
Ameriprise April 2007 - February 2008
Irell & Manella 2007 - 2007
Riverside District Attorney 2005 - 2005
Skills
Financial Reporting, Portfolio Management, Retirement Planning, Public Speaking, Services Sales, Derivatives, Options Strategies, Email Marketing, Marketing Communications, Trading, Trading Strategies, PowerPoint, Asset Allocation, Sales, Strategic Financial..., Options, Financial Analysis, Forecasting, Accounting, Mutual Funds, Risk Management, Tax, Investments, Equities, Financial Services, Securities, Account Reconciliation, Auditing, Internal Controls, Analysis, Payroll, Variance Analysis, Accounts Receivable, Process Improvement, Finance, Financial Statements, Leadership, Wealth Management, Financial Planning
Education
UCLA Anderson School of Management 2007 — 2009
Certificate, Accounting
University of California, Riverside 2002 — 2006
Bachelors, Political Science and History, minor in Administrative Studies
San Gabriel High School 1998 — 2002
PACE
PricewaterhouseCoopers, LLP September 2014 - Present
Anton & Chia LLP July 2013 - August 2014
BENADON SHAPIRO VILLALOBOS, Certified Public Accountants June 2013 - July 2013
Azran Financial July 2011 - April 2013
Zecco Trading July 2009 - December 2011
IAC November 2008 - June 2009
Walt Disney Animation Studios April 2008 - October 2008
Ameriprise April 2007 - February 2008
Irell & Manella 2007 - 2007
Riverside District Attorney 2005 - 2005
Skills
Financial Reporting, Portfolio Management, Retirement Planning, Public Speaking, Services Sales, Derivatives, Options Strategies, Email Marketing, Marketing Communications, Trading, Trading Strategies, PowerPoint, Asset Allocation, Sales, Strategic Financial..., Options, Financial Analysis, Forecasting, Accounting, Mutual Funds, Risk Management, Tax, Investments, Equities, Financial Services, Securities, Account Reconciliation, Auditing, Internal Controls, Analysis, Payroll, Variance Analysis, Accounts Receivable, Process Improvement, Finance, Financial Statements, Leadership, Wealth Management, Financial Planning
Education
UCLA Anderson School of Management 2007 — 2009
Certificate, Accounting
University of California, Riverside 2002 — 2006
Bachelors, Political Science and History, minor in Administrative Studies
San Gabriel High School 1998 — 2002
PACE
Glen Franchi Glen Franchi's Zecco Trading Experience February 2012 - August 2012
Job Account Manager at Wheels, Inc.
Industry Financial Services
Experience
Wheels, Inc. January 2015 - Present
Zacks Investment Research October 2012 - October 2014
Zecco Trading February 2012 - August 2012
Zacks Wealth Management July 2010 - February 2012
Waddell & Reed Financial Services February 2009 - September 2009
UGA - Marketing Agency June 2008 - November 2008
First Investors Financial Services December 2006 - September 2007
Ingram Micro May 2004 - August 2006
M1 Distribution May 2004 - August 2005
Skills
Investments, Finance, Corporate Finance, Wealth Management, Risk Management, Mutual Funds, Financial Services, Trading, Options, Series 63, Financial Markets, Analysis, Valuation
Education
Northern Illinois University 2004 — 2008
Bachelors, Finance
Northern Illinois University 2004 — 2008
B.A. Degree, Finance; Financial Accounting, Statistics
St. Francis 2000 — 2004
St. Michaels
Wheels, Inc. January 2015 - Present
Zacks Investment Research October 2012 - October 2014
Zecco Trading February 2012 - August 2012
Zacks Wealth Management July 2010 - February 2012
Waddell & Reed Financial Services February 2009 - September 2009
UGA - Marketing Agency June 2008 - November 2008
First Investors Financial Services December 2006 - September 2007
Ingram Micro May 2004 - August 2006
M1 Distribution May 2004 - August 2005
Skills
Investments, Finance, Corporate Finance, Wealth Management, Risk Management, Mutual Funds, Financial Services, Trading, Options, Series 63, Financial Markets, Analysis, Valuation
Education
Northern Illinois University 2004 — 2008
Bachelors, Finance
Northern Illinois University 2004 — 2008
B.A. Degree, Finance; Financial Accounting, Statistics
St. Francis 2000 — 2004
St. Michaels
Chris Tam Chris Tam's Zecco Trading Experience December 2009 - September 2012
Job Associate, Trade Compliance Legal & Compliance at PIMCO
Industry Financial Services
Experience
PIMCO October 2012 - Present
Zecco Trading December 2009 - September 2012
Zecco Trading November 2008 - December 2009
Zecco Trading January 2008 - November 2008
Skills
Financial Advisory, Customer Experience, Organizational..., Call Center, Brokers, Call Centers, Risk Management, Process Improvement, Leadership, Financial Services, Management, Series 63, Options, Series 24, FINRA, Trading, Training
Education
University of California, Davis 2003 — 2007
Economics, Major
St. Francis of Assisi's English Primary School
PIMCO October 2012 - Present
Zecco Trading December 2009 - September 2012
Zecco Trading November 2008 - December 2009
Zecco Trading January 2008 - November 2008
Skills
Financial Advisory, Customer Experience, Organizational..., Call Center, Brokers, Call Centers, Risk Management, Process Improvement, Leadership, Financial Services, Management, Series 63, Options, Series 24, FINRA, Trading, Training
Education
University of California, Davis 2003 — 2007
Economics, Major
St. Francis of Assisi's English Primary School
Henry Pham's Zecco Trading Experience August 2006 - September 2012
Job Margin Manager at TradeKing
Industry Financial Services
Experience
TradeKing September 2012 - Present
Zecco Trading August 2006 - September 2012
TD Waterhouse June 1999 - January 2005
PIM Financial Services October 1996 - June 1999
Skills
Trading, Financial Risk, Options, Equities, Securities, Accounting, Fixed Income, Investments, Financial Services, Mutual Funds, Series 7, Risk Management, Investment Management, Series 63, Alternative Investments, Asset Allocation, Asset Managment, FINRA, Investment Strategies, Banking, Financial Advisory, Wealth Management, Trading Systems, Portfolio Management, Investment Banking, Series 24, Financial Analysis, Financial Markets, Retirement Planning, FX Options, Uniform Combined State...
Education
University of California, San Diego
B.S, Management Science
TradeKing September 2012 - Present
Zecco Trading August 2006 - September 2012
TD Waterhouse June 1999 - January 2005
PIM Financial Services October 1996 - June 1999
Skills
Trading, Financial Risk, Options, Equities, Securities, Accounting, Fixed Income, Investments, Financial Services, Mutual Funds, Series 7, Risk Management, Investment Management, Series 63, Alternative Investments, Asset Allocation, Asset Managment, FINRA, Investment Strategies, Banking, Financial Advisory, Wealth Management, Trading Systems, Portfolio Management, Investment Banking, Series 24, Financial Analysis, Financial Markets, Retirement Planning, FX Options, Uniform Combined State...
Education
University of California, San Diego
B.S, Management Science
Ilon Oliveira Ilon Oliveira's Zecco Trading Experience August 2007 - December 2008
Job Law Clerk at Meyer Law Organization
Industry Law Practice
Experience
Meyer Law Organization September 2015 - Present
Cordium April 2015 - May 2015
Hewins Financial Wipfli Hewins August 2014 - March 2015
Ord & Norman February 2014 - August 2014
The Schinner Law Group September 2013 - November 2013
The Saacke Law Group June 2013 - August 2013
Equinox Securities, Inc. 2008 - August 2012
Zecco Trading August 2007 - December 2008
Skills
Investments, Lexis, Westlaw, Start-ups, Legal Issues, Document Review, Bloomberg, Research, Legal Documents, Financial Analysis, Investment Banking, Customer Service, Corporate Law, Trials
Education
Golden Gate University, School of Law 2012 — 2015
Doctor of Law (JD) & Masters in Business Administration (MBA)
California State University-San Bernardino - College of Business and Public Administration 2007 — 2012
Bachelor of Science in International Business, Minors in Finance and Pre-Law
Meyer Law Organization September 2015 - Present
Cordium April 2015 - May 2015
Hewins Financial Wipfli Hewins August 2014 - March 2015
Ord & Norman February 2014 - August 2014
The Schinner Law Group September 2013 - November 2013
The Saacke Law Group June 2013 - August 2013
Equinox Securities, Inc. 2008 - August 2012
Zecco Trading August 2007 - December 2008
Skills
Investments, Lexis, Westlaw, Start-ups, Legal Issues, Document Review, Bloomberg, Research, Legal Documents, Financial Analysis, Investment Banking, Customer Service, Corporate Law, Trials
Education
Golden Gate University, School of Law 2012 — 2015
Doctor of Law (JD) & Masters in Business Administration (MBA)
California State University-San Bernardino - College of Business and Public Administration 2007 — 2012
Bachelor of Science in International Business, Minors in Finance and Pre-Law
Robert Nehlsen Robert Nehlsen's Zecco Trading Experience October 2009 - December 2012
Job Client Services Manager at TradeKing Advisors
Industry Financial Services
Experience
TradeKing Advisors May 2014 - Present
TradeKing October 2012 - Present
Zecco Trading October 2009 - December 2012
Morgan Stanley May 2008 - January 2009
Valley Power Systems, Inc. April 2006 - February 2008
Valley Power Systems, Inc. September 2005 - April 2006
Skills
Series 7, Series 24, Series 63, Series 4, Series 65, Financial Services, Investments, Trading, Options, FINRA, Mutual Funds, Securities, Equities, Asset Management, Fixed Income, Finance, Call Center, Relationship Management, Wealth Management, Risk Management, Investment Advisory, Portfolio Management, Customer Service, Asset Allocation, Investment Strategies, Financial Advisory, Client Development, Uniform Combined State..., Stocks, ETFs, Technical Analysis
Education
University of Southern California 2000 — 2004
Bachelor of Arts, Economics with a Minor in International Relations
TradeKing Advisors May 2014 - Present
TradeKing October 2012 - Present
Zecco Trading October 2009 - December 2012
Morgan Stanley May 2008 - January 2009
Valley Power Systems, Inc. April 2006 - February 2008
Valley Power Systems, Inc. September 2005 - April 2006
Skills
Series 7, Series 24, Series 63, Series 4, Series 65, Financial Services, Investments, Trading, Options, FINRA, Mutual Funds, Securities, Equities, Asset Management, Fixed Income, Finance, Call Center, Relationship Management, Wealth Management, Risk Management, Investment Advisory, Portfolio Management, Customer Service, Asset Allocation, Investment Strategies, Financial Advisory, Client Development, Uniform Combined State..., Stocks, ETFs, Technical Analysis
Education
University of Southern California 2000 — 2004
Bachelor of Arts, Economics with a Minor in International Relations
Michelle Boucher's Zecco Trading Experience September 2009 - September 2012
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Zecco Trading September 2009 - September 2012
E*TRADE Financial January 2008 - December 2008
Access Worldwide Inc June 2007 - January 2008
Access Worldwide Inc July 2006 - April 2007
Education
University of Santo Tomas 1999 — 2003
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Fidelity Investments October 2012 - Present
Zecco Trading September 2009 - September 2012
E*TRADE Financial January 2008 - December 2008
Access Worldwide Inc June 2007 - January 2008
Access Worldwide Inc July 2006 - April 2007
Education
University of Santo Tomas 1999 — 2003
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Devin Blakely Devin Blakely's Zecco Trading Experience August 2007 - November 2010
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Equinox Securities September 2010 - January 2013
Zecco Trading August 2007 - November 2010
Skills
FINRA, Start-ups, Financial Services, Securities, Financial Risk..., Series 7, Series 63, Options, Microsoft Excel, Financial Analysis, Investments, Customer Acquisition, Equities, Asset Management, Risk Management
Education
Western Governors University 2012 — 2014
Bachelor of Science (B.S.), Business - Information Technology Management
Pasadena City College 2008 — 2009
Civil Engineering
Victor Valley College 2006 — 2007
Civil Engineering
Ventura College 2005 — 2006
Civil Engineering
Eastern Oregon University 2004 — 2005
Business Administration
Scottrade March 2014 - Present
Equinox Securities September 2010 - January 2013
Zecco Trading August 2007 - November 2010
Skills
FINRA, Start-ups, Financial Services, Securities, Financial Risk..., Series 7, Series 63, Options, Microsoft Excel, Financial Analysis, Investments, Customer Acquisition, Equities, Asset Management, Risk Management
Education
Western Governors University 2012 — 2014
Bachelor of Science (B.S.), Business - Information Technology Management
Pasadena City College 2008 — 2009
Civil Engineering
Victor Valley College 2006 — 2007
Civil Engineering
Ventura College 2005 — 2006
Civil Engineering
Eastern Oregon University 2004 — 2005
Business Administration
Craig Pinkston's Zecco Trading Experience July 2006 - November 2012
Job AVP, Compliance at TradeKing
Industry Financial Services
Experience
TradeKing July 2006 - Present
Zecco Trading July 2006 - November 2012
Skills
P&L Analysis
Education
Huntingdon College 1991 — 1995
TradeKing July 2006 - Present
Zecco Trading July 2006 - November 2012
Skills
P&L Analysis
Education
Huntingdon College 1991 — 1995
Nicholas Hruskocy's Zecco Trading Experience December 2011 - October 2012
Job Portfolio Implementation and Trader
Industry Financial Services
Experience
Bel Air Investment Advisors June 2015 - Present
Kayne Anderson Rudnick May 2014 - June 2015
Interactive Data October 2012 - May 2014
Zecco Trading December 2011 - October 2012
Sprint September 2010 - December 2011
Skills
Investments, Financial Services, Equities, Mutual Funds, Options, Securities, Portfolio Management, Financial Modeling, Series 7, Financial Analysis, Derivatives, Series 63, Customer Satisfaction, Risk Management, Asset Managment, Banking, Asset Allocation, Asset Management, Portfolio Administration, Futures Trading, Excel VBA
Education
University of North Texas 2007 — 2011
BBA, Finance
Texas A&M University 2004 — 2006
Flower Mound High School 2000 — 2004
Bel Air Investment Advisors June 2015 - Present
Kayne Anderson Rudnick May 2014 - June 2015
Interactive Data October 2012 - May 2014
Zecco Trading December 2011 - October 2012
Sprint September 2010 - December 2011
Skills
Investments, Financial Services, Equities, Mutual Funds, Options, Securities, Portfolio Management, Financial Modeling, Series 7, Financial Analysis, Derivatives, Series 63, Customer Satisfaction, Risk Management, Asset Managment, Banking, Asset Allocation, Asset Management, Portfolio Administration, Futures Trading, Excel VBA
Education
University of North Texas 2007 — 2011
BBA, Finance
Texas A&M University 2004 — 2006
Flower Mound High School 2000 — 2004
Allen Hershman's Zecco Trading Experience November 2009 - Present
Job Senior Technical Analyst at Zecco Trading
Industry Information Technology and Services
Experience
Zecco Trading November 2009 - Present
Zecco Trading March 2008 - November 2009
Educational Options Center - Riverside Unified School District June 2004 - December 2004
Educational Options Center - Riverside Unified School District September 1999 - June 2004
Educational Options Center - Riverside Unified School District April 1998 - September 1999
Educational Options Center - Riverside Unified School District November 1997 - March 1998
Education
Troy University 2004 — 2008
B.S., Applied Computer Science
Cerro Coso Community College 2002 — 2004
A.S., Business Administration
Cerro Coso Community College 2002 — 2004
A.S., Business Accounting
Cerro Coso Community College 2002 — 2004
A.S., Business Management
Zecco Trading November 2009 - Present
Zecco Trading March 2008 - November 2009
Educational Options Center - Riverside Unified School District June 2004 - December 2004
Educational Options Center - Riverside Unified School District September 1999 - June 2004
Educational Options Center - Riverside Unified School District April 1998 - September 1999
Educational Options Center - Riverside Unified School District November 1997 - March 1998
Education
Troy University 2004 — 2008
B.S., Applied Computer Science
Cerro Coso Community College 2002 — 2004
A.S., Business Administration
Cerro Coso Community College 2002 — 2004
A.S., Business Accounting
Cerro Coso Community College 2002 — 2004
A.S., Business Management
Courtney Seiter's Zecco Trading Experience June 2009 - September 2012
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Zecco Trading June 2009 - September 2012
Merrill Lynch 2008 - 2009
Wells Fargo February 2006 - August 2007
Iwerks Entertainment September 1995 - January 2000
Skills
Series 63, Series 7, FINRA, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Financial Services, Securities, Asset Managment, Financial Analysis, Financial Advisory, Trading, Options, Wealth Management, Investment Advisory
Education
Stephens College 1989 — 1991
Merrill Lynch June 2013 - Present
Zecco Trading June 2009 - September 2012
Merrill Lynch 2008 - 2009
Wells Fargo February 2006 - August 2007
Iwerks Entertainment September 1995 - January 2000
Skills
Series 63, Series 7, FINRA, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Financial Services, Securities, Asset Managment, Financial Analysis, Financial Advisory, Trading, Options, Wealth Management, Investment Advisory
Education
Stephens College 1989 — 1991
Caren Kahan's Zecco Trading Experience July 2006 - January 2010
Job Associate Data Manager, Boston Scientific
Industry Financial Services
Experience
Boston Scientific Neuromodulation January 2011 - Present
Zecco Trading July 2006 - January 2010
Washington Mutual 2001 - 2006
Glenfed Brokerage 1994 - 2000
Skills
Series 7, Series 24, FINRA, Series 63, Portfolio Management, Wealth Management, Retirement Planning
Education
Moorpark College 1993 — 1998
Boston Scientific Neuromodulation January 2011 - Present
Zecco Trading July 2006 - January 2010
Washington Mutual 2001 - 2006
Glenfed Brokerage 1994 - 2000
Skills
Series 7, Series 24, FINRA, Series 63, Portfolio Management, Wealth Management, Retirement Planning
Education
Moorpark College 1993 — 1998
George W J Shearer's Zecco Trading Experience April 2008 - April 2009
Job I'm in the People Building business
Industry Education Management
Experience
Southern California Edison February 2010 - September 2014
Zecco Trading April 2008 - April 2009
Serena Software November 2000 - March 2008
Moss Software, Inc. October 1999 - August 2000
New Horizons Computer Learning Centers May 1999 - September 1999
CED - Royal Wholesale Electric December 1997 - May 1999
Skills
ADDIE, Training, Captivate, Job Aids, Instructional Design, Visio, Instructor-led Training, SnagIt, Performance Consulting, Software Documentation, Needs Analysis, E-Learning, Organizational Learning, Project Management, Microsoft Office, Microsoft Excel, Training Delivery, Employee Training, Blended Learning, Human Performance, Training Facilitation, Adult Education, Program Management, Workshop Facilitation, Organizational..., Technical Writing, Learning Management, Public Speaking, Articulate Studio, Articulate Storyline
Education
Biola University
Master's degree
Life Pacific College
Bachelor's degree
Benjamin Franklin High School
High School Diploma, Completed two majors: Math Major AND Science Major
Southern California Edison February 2010 - September 2014
Zecco Trading April 2008 - April 2009
Serena Software November 2000 - March 2008
Moss Software, Inc. October 1999 - August 2000
New Horizons Computer Learning Centers May 1999 - September 1999
CED - Royal Wholesale Electric December 1997 - May 1999
Skills
ADDIE, Training, Captivate, Job Aids, Instructional Design, Visio, Instructor-led Training, SnagIt, Performance Consulting, Software Documentation, Needs Analysis, E-Learning, Organizational Learning, Project Management, Microsoft Office, Microsoft Excel, Training Delivery, Employee Training, Blended Learning, Human Performance, Training Facilitation, Adult Education, Program Management, Workshop Facilitation, Organizational..., Technical Writing, Learning Management, Public Speaking, Articulate Studio, Articulate Storyline
Education
Biola University
Master's degree
Life Pacific College
Bachelor's degree
Benjamin Franklin High School
High School Diploma, Completed two majors: Math Major AND Science Major
Jimson Zhen's Zecco Trading Experience February 2012 - September 2012
Job Equity Trader at Wedbush Securities
Industry Capital Markets
Experience
Wedbush Securities December 2014 - Present
Altegris Investments February 2013 - August 2014
Zecco Trading February 2012 - September 2012
Irvine Lending Inc September 2011 - January 2012
Presidential Brokerage Inc September 2010 - December 2010
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Microsoft Word, Stock Trading, Fundamental Analysis, Technical Analysis, Asset Allocation, Fund Of Funds, Equity Trading, General Securities..., Securities Market, Stock Exchange, Stockbroking, Financial Accounting, Sales Operations, Account Reconciliation, Pricing Analysis, Mortgage Brokers, Mortgage Servicing, Bloomberg Terminal, G/L Reconciliations, Fund Accounting, Fund Performance, Securities, Series 7, Equities, Trading
Education
UCSD
Bachelor of Arts, Economics
Wedbush Securities December 2014 - Present
Altegris Investments February 2013 - August 2014
Zecco Trading February 2012 - September 2012
Irvine Lending Inc September 2011 - January 2012
Presidential Brokerage Inc September 2010 - December 2010
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Microsoft Word, Stock Trading, Fundamental Analysis, Technical Analysis, Asset Allocation, Fund Of Funds, Equity Trading, General Securities..., Securities Market, Stock Exchange, Stockbroking, Financial Accounting, Sales Operations, Account Reconciliation, Pricing Analysis, Mortgage Brokers, Mortgage Servicing, Bloomberg Terminal, G/L Reconciliations, Fund Accounting, Fund Performance, Securities, Series 7, Equities, Trading
Education
UCSD
Bachelor of Arts, Economics
Henry Tse's Zecco Trading Experience August 2006 - August 2011
Job
Industry
Experience
Zecco Trading August 2006 - August 2011
Fresh Air Express September 2005 - July 2006
Far East National Bank October 2002 - August 2005
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 24, FINRA Series 4
Education
California State University-Fullerton 1998 — 2002
Bachelor of Arts (B.A.), International Business
Zecco Trading August 2006 - August 2011
Fresh Air Express September 2005 - July 2006
Far East National Bank October 2002 - August 2005
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 24, FINRA Series 4
Education
California State University-Fullerton 1998 — 2002
Bachelor of Arts (B.A.), International Business