Event Attendance

Pasadena - June 2017 (6/21/2017: 7:00:00 AM-9:00:00 AM)
Leech Tishman Fuscaldo & Lampl
The Walnut Plaza | 215 N. Marengo
Pasadena, CA 91101
Meeting Registrants (Members)
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Ali Green CPA


Green Zahn & Associates
Certified Public Accountant
ali@greenzahn.com
Chapter:Long Beach

Robert Hawkes Insurance


Bolton & Co.
Employee Benefits Broker
rhawkes@boltonco.com
Chapter:Pasadena
Mid-size or large organizations with complex benefits or compliance needs, who are in need of reducing admin burden and/or costs.

Bo Lee Corporate Benefits & Risk Management


NFP Executive Benefits
Vice President - Business Development
Bo.Lee@NFP.com
Chapter:Pasadena

David J Medina Certified Financial Advisor (CFP)


D.A. Davidson & Co.
Finanacial Advisor
dmedina@dadco.com
Chapter:Pasadena
Individuals and families that desire wealth management. Small businesses seeking to enhance their employer sponsored retirement plans.

James Picker Information Technology & Communications Consultant


Top Speed Data Communications
Network Consultant
jameskpicker@gmail.com
Chapter:Pasadena

Daniel Romero CERTIFIED FINANCIAL PLANNER™ Practitioner, AIF®


Romero & Levin Wealth Management, Inc.
CERTIFIED FINANCIAL PLANNER™ Practitioner, AIF®
dan.romero@lpl.com
Chapter:Orange County

James Schaefer Certified Public Accountant


Mark Schaefer Associates
Partner
JSchaefer@MSAConsult.com
Chapter:Pasadena

Richard Schammel Business Brokerage | M&A Advisor


Venture Investors Business Sales & Acquisitions
President
rschammel@ventureibg.com
Chapter:Pasadena

David Tilem Bankruptcy Attorney


Law Offices of David A. Tilem

davidtilem@tilemlaw.com
Chapter:Encino
Meeting Registrants (guests)

Yvonne Chew 




yfchew@gmail.com
Chapter:Pasadena

John Han


jung.han@firstcitizens.com
 

BECOMING A BP MEMBER

To qualify to become a BP Member, candidates must be seasoned professionals who are well established in a business, which may be reflected by a minimum of five (5) years of experience in your profession. The candidate must maintain an active UCLA Alumni Association Annual or Life Membership and demonstrate a strong affiliation with UCLA, which may be reflected by having obtained a degree from the University, attended UCLA for a minimum of two (2) years full-time, completed a professional certification through UCLA Extension or other University entities that are consistent with BP's mission, served as a faculty or staff member at the University, and/or being actively engaged with the University and its mission. The BP Membership Committee reviews all applications, and may decline membership to any applicant, who, in the Committee's discretion, may not benefit from participation in BP and may not benefit BP by being a member. Further, BP Members must complete their personal BP Professional Profile and post a compliant professional portrait on the BP website.

Mission Statement

The mission of Bruin Professionals ('BP') is to assemble a diverse group of UCLA Alumni who are well established in a profession or business and are willing to make a commitment to attend BP meetings. BP Members will have the opportunity through an organized format to develop relationships and expand their business activities by sharing referrals, resources, information, ideas and advice. BP will develop Bruin synergy and establish a venue through which Professional Alumni can become actively associated with UCLA and promote new business leads.

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