Kiely Kristine Pleasant

Former Hotchkis & Wiley Capital Management Senior Sales & Marketing Associate

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Location:

Los Angeles, California

Industry:

Financial Services

Work:

United Baby Travel/Travel BaBees - Greater Los Angeles Area Jul 2009 - May 2012
Owner/Marketing & Services Director
Hotchkis and Wiley Capital Management - Downtown Los Angeles, California Aug 2003 - Feb 2011
Senior Client Marketing & Sales Associate
Pleasant Financial Planning - Tarzana, California Jul 1999 - Jul 2003
Owner/Independent Financial Advisor Securities offered via Mutual Securities
Fortis Investments - Agoura Hills, California Aug 1996 - Jul 1999
Account Executive
Fortis Investments - Agoura Hills, California Sep 1994 - Aug 1996
Senior Representative

Education:

National Association of Securities Dealers 1993 - 2013
Securities Licenses 6, 63, Financial Planning and Services California Department of Insurance 1995 - 2011
California State Insurance Licenses, Health, Life, Long Term Care and Disability Valley Economic Development Ctr./Small Business Association 2001 - 2001
Certified Entrepreneur Training Program, Entrepreneurship/Entrepreneurial Studies University of California Los Angeles 1999 - 2001
California State University-Northridge 1991 - 1993
BA, English option in Writing San Diego State University-California State University 1988 - 1991
n/a Transferred to California State University Northridge, undecided

Awards:

Independent Financial Advisor
Jewish Valley Community (JVC) & Valley Economic Development Center (VEDC)
Recognition of Participation in the 2000-2001 JVS/VEDC Mentoring Program
Independent Financial Advisor
Department of Women Southern California First Jurisdiction-Church of God in Christ
Special Recognition of Excellence for Developing & Conducting the 35th State Women's Convention Workshop Session "Money Market: Making It Work For You"
Independent Financial Advisor
The City of Los Angeles & Valley Economic Development Center, Inc
Entrepreneur Training Program
Independent Financial Advisor
Gospel Temple Church of God in Christ
Certificate of Appreciation for "Significant Contributions you have made to our Community and City as an Entrepreneur."
Top Producing Account Executive Club
Nationwide Insurance Corporation
Dean’s Award for Academic Excellence
San Diego State University

Certifications:

Qualified Retirement Plan Specialist (QRPS) Designation, College of Financial Planning
Chartered Mutual Fund CMFC Designation, College for Financial Planning

Kiely Pleasant

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