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Bankers in Menlo Park, CA

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132 results found

Monica Beam San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentResearch AssistantUndergraduate Research AssistantResearcherSurvey ResearcherResearch ScientistTeaching AssistantEducational Assistant TeacherSubstitute TeacherTutorEducatorEducation ProfessionalInstructorModelMaster of ScienceBachelor of ScienceAnalysts

Experience & Education

Position:
AVP - Life Science Venture Banker at Square 1 Bank, Life Sciences Silicon Valley Venture Banker at...
Title:
AVP - Life Science Venture Banker at Square 1 Bank
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Square 1 Bank - menlo park, CAAVP - Life Science Venture Bankersince Jul 2013Square 1 Bank - menlo park, CALife Sciences Silicon Valley Venture Bankersince Nov 2012

Rafael Costa San Francisco, CA

Professions & Specialties

Investment Banking AnalystFinancial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerSchool PrincipalSchool AdministratorEducational ManagerCo-ManagerManagerOperations ManagerStudent WorkerFounding MemberChief ExecutiveCorporate ExecutiveAnalystsResearch AssistantResearcherSurvey Researcher

Experience & Education

Position:
Investment Professional at Summit Partners
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Summit Partners - Menlo Park, CAInvestment Professionalsince Jul 2013UBS Investment Bank - New YorkInvestment Banking Analyst - Global Technology, Media & Telecommunications GroupJul 2011 - Jul 2013
Languages:
Portuguese, Spanish

Alex Oppenheimer San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Investment Banking Analyst at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Investment Banking
Work history:
Morgan Stanley - Menlo Park, CAInvestment Banking Analystsince Jun 2011

Janet Ng San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAssistant Property ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerReal Estate Sales AgentGuideTour GuidePR and Communications ProfessionalPublic Relations ProfessinalAdvertising ProfessionalAdvertising Sales AgentOperations ManagerProject ManagersClient Service OfficerCustomer Service

Experience & Education

Position:
Assistant Property Manager at Kilroy Realty Corporation, Realtor at Coldwell Banker Residential...
Title:
Assistant Property Manager at Kilroy Realty Corporation
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Kilroy Realty Corporation - Menlo Park, CAAssistant Property Managersince Mar 2013Coldwell Banker Residential Brokerage - San Mateo, CARealtorsince Apr 2010
Languages:
English, Chinese (Cantonese & Mandarin)

Victoria Levitt Menlo Park, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentTellerClient Service OfficerCustomer ServiceSales RepresentativeSales AgentCustomer RelationsAssistant Branch ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerParliamentary Budget OfficerFinance and Accounting SpecialistFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperNotaryLawyersBusiness AdministratorPsychologistPsychology Specialist

Experience & Education

Position:
Preferred Banker at First Republic Bank
Title:
Preferred Banker | First Republic Bank
Location:
Menlo Park, California
Industry:
Banking
Work history:
First Republic Bank - Sand Hill Road, Menlo Park, CAPreferred Bankersince Feb 2013First Republic Bank - Sand Hill Road, Menlo Park, CAPersonal Banker/Preferred Client Service RepresentativeMar 2011 - Feb 2013
Skills:
Banking, Credit, Customer Service, Retail Banking, Private Banking, Auditing, Internal Audit,...
Languages:
English, Russian
Certifications:
Notary Public, California Secretary of State

Chris Ching-li San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberRecognitionTeam MemberArea ManagerManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceClient Service OfficerDistrict ManagerRegion ManagerOperations Manager

Experience & Education

Position:
Home Mortgage Associate at Wells Fargo
Title:
Home Mortgage Associate at Wells Fargo Home Mortgage
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo - San Mateo, CAHome Mortgage Associatesince Apr 2012Wells Fargo - Menlo Park, CAPersonal BankerJul 2008 - Apr 2012
Skills:
Customer Experience, Retail Banking, Account Management, Microsoft Office, Spanish, Consumer...
Languages:
English, Spanish

Roger Hunt Menlo Park, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentMortgage BrokerMortgage SpecialistLoan OfficersUnderwriterLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOwnerPartnerChief ExecutiveAgentSales RepresentativeCertified Nurse AideNurseNurse PractitionerHuman Resources SpecialistRecruitmentEconomistPhilanthropeNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
27 year veteran Private Mortgage Banking, looking for new challenges
Location:
Menlo Park, California
Industry:
Consumer Services
Work history:
Private Mortgage Advisors (an affiliate of Wells Fargo Bank, N.A.) - Burlingame, CAIn House Private Mortgage Banker/ Underwriter -Alain Pinel Realtors, Burlingame,CAAug 2004 - Mar 2011Alain Pinel Realtors In House Lender with Wells Fargo Bank/Private Mtg Advisors2005 - 2010
Skills:
Mortgage, Purchase, Negotiation, Customer Service, Strategic Planning, Microsoft Office, Public...

Cristian Macavei Menlo Park, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Investment Banking Analyst at Morgan Stanley
Location:
Menlo Park, California
Industry:
Investment Banking
Work history:
Morgan Stanley Investment Banking AnalystUBS Investment Bank Investment Banking AnalystJul 2012 - 2013
Skills:
Valuation, Financial Modeling, Capital IQ, Due Diligence, Financial Analysis, Bloomberg, Corporate...
Languages:
English, Romanian, Spanish

Tamara Pulsts Menlo Park, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerChairpersonChief ExecutiveOperations ManagerProduction ManagerInvestorEntrepreneurManagersMarket Research Analyst

Experience & Education

Position:
Realtor at Coldwell Banker Real Estate
Title:
Silicon Valley Realtor at Coldwell Banker
Location:
Menlo Park, California
Industry:
Real Estate
Work history:
Coldwell Banker Real Estate - Silicon ValleyRealtorsince Jul 2012EcoReserve PresidentNov 2008 - Jan 2011
Skills:
Entrepreneurship, Non-profits, Fundraising, Strategic Planning, Negotiation, Marketing Strategy,...

Caroline Xie Menlo Park, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalysts

Experience & Education

Position:
Investment Banking Analyst - Healthcare at Morgan Stanley
Title:
Investment Banking Analyst at Morgan Stanley
Location:
Menlo Park, California
Industry:
Investment Banking
Work history:
Morgan Stanley - Menlo Park, CAInvestment Banking Analyst - Healthcaresince Nov 2012Morgan Stanley - Hong KongInvestment Banking Analyst - Financial Institutions GroupJul 2011 - Nov 2012
Languages:
English, Chinese

Ryan Liu San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorAnalystsTeam MemberComputer Network ConsultantNetwork AdministratorComputer ConsultantIT ConsultantStudent WorkerOperations Manager

Experience & Education

Position:
Investment Banking Analyst at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CAInvestment Banking Analystsince Jun 2013Andreessen Horowitz - Menlo Park, CAContract ConsultantAug 2012 - Dec 2012
Languages:
English, Mandarin Chinese
Certifications:
Series 79

Chiraag Deora San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperComputer Network ConsultantNetwork AdministratorComputer ConsultantIT ConsultantBiotechnology ProfessionalBiologistBiological ScientistMarketing ProfessionalAdvertising Sales AgentStudent Worker

Experience & Education

Position:
Investment Banking Analyst at Barclays
Title:
Investment Banking Analyst at Barclays Capital
Location:
San Francisco Bay Area
Industry:
Investment Banking
Work history:
Barclays - Menlo Park, CAInvestment Banking Analystsince Jun 2012University of Illinois at Urbana-Champaign - Champaign, ILStudentAug 2008 - May 2012
Skills:
Excel, PowerPoint, Analysis, Valuation, Research, Modeling, Revenue Analysis, Product Analysis,...

Derek Wu San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAir Traffic Control OperatorAir Transportation WorkerMaster of ScienceLicensed Real Estate BrokerProperty ManagerReal Estate ManagerComputer ScientistsSales Representative

Experience & Education

Position:
Associate at Morgan Stanley
Title:
Financial Investments
Location:
San Francisco, California
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CAAssociatesince Sep 2012Wells Fargo - San Francisco, CABanker - AssociateMar 2012 - Sep 2012
Skills:
Financial Modeling, Equity Research, Equity Valuation, Fundamental Analysis, Financial Analysis,...

Kevin Kohli San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHospital Care ProfessionalStudent WorkerHealth ProfessionalHealth PractitionerAnalystsOperations ManagerSoftware Developers

Experience & Education

Position:
Student at Haas School of Business, Student at UC Berkeley
Title:
Investment Banking Analyst at Barclays
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Haas School of Business Studentsince 2011UC Berkeley Studentsince 2009

Jessica Mok Menlo Park, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEconomic ExpertEconomistSupporting MemberTeam MemberTeaching AssistantOperations Manager

Experience & Education

Position:
Realtor Associate at Coldwell Banker Pacific Properties, Sales & Administative Assistant at...
Title:
Real Estate, Operations & Financial Expert
Location:
Hawaiian Islands
Industry:
Real Estate
Work history:
Coldwell Banker Pacific Properties - Honolulu, HawaiiRealtor Associatesince Jan 2013Jeremy Torres - Revolusun LLC - Hawaiian IslandsSales & Administative Assistantsince Jan 2012

Ankush Sharda Menlo Park, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerOperations Manager

Experience & Education

Position:
Investment Banking Analyst at Morgan Stanley
Location:
Menlo Park, California
Industry:
Investment Banking
Work history:
Morgan Stanley Investment Banking Analystsince Jun 2012Morgan Stanley - Menlo Park, CATechnology Investment Banking Summer AnalystJun 2011 - Aug 2011
Skills:
Financial Modeling, Investment Banking, Bloomberg, Valuation, Corporate Finance, Capital IQ,...
Languages:
Hindi, Indonesian

Sam Heshmati San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorSenior Vice PresidentVice PresidentChief ExecutiveBookkeeper

Experience & Education

Position:
Senior Vice President at First Republic Bank
Title:
Experienced Venture Capital Banker and Advisor
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
First Republic Bank - Menlo ParkSenior Vice Presidentsince Jul 2012SVB Financial Group - Menlo Park, CaVice PresidentOct 2010 - Jul 2012

Kc Stumbaugh San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveOperations ManagerStudent Worker

Experience & Education

Position:
Investment Banking Associate, Global Healthcare at Barclays
Title:
Investment Banking Associate at Barclays
Location:
San Francisco Bay Area
Industry:
Investment Banking
Work history:
Barclays - Menlo Park, CAInvestment Banking Associate, Global Healthcaresince Jun 2011Barclays - Menlo Park, CAInvestment Banking Analyst, Global HealthcareSep 2008 - Jun 2011
Skills:
Competitive Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Investment...

Robert Zuleger San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystsStudent WorkerResearcherSurvey Researcher

Experience & Education

Position:
Associate at Calera Capital
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Calera Capital - San Francisco, CAAssociatesince Jul 2013Barclays Capital - Menlo Park, CAInvestment Banking AnalystJul 2011 - Jul 2013

Evan Kim San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsBusiness AdministratorMarketing DirectorChief ExecutiveOperations ManagerMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEntertainment ProfessionalEntertainerAdvertising ProfessionalMarketing ProfessionalAdvertising Sales AgentStudent Worker

Experience & Education

Position:
Analyst, Investment Banking at Morgan Stanley
Title:
Investment Banking Analyst at Morgan Stanley
Location:
San Francisco, California
Industry:
Investment Banking
Work history:
Morgan Stanley - Menlo Park, CAAnalyst, Investment Bankingsince Aug 2012Morgan Stanley - Menlo Park, CASummer Analyst, Investment Banking Division - HealthcareJun 2011 - Aug 2011

Ryan Bone San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberStudent WorkerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Associate at Silver Lake Partners
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Silver Lake Partners - Menlo Park, CAAssociatesince Jul 2013Goldman Sachs - San Francisco Bay AreaInvestment Banking AnalystJul 2011 - Jul 2013

Jarett Moyse San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Associate at GI Partners
Title:
Private Equity Associate at GI Partners
Location:
San Francisco, California
Industry:
Venture Capital & Private Equity
Work history:
GI Partners - Menlo Park, CAAssociatesince Apr 2013UBS Investment Bank - San Francisco Bay AreaInvestment Banking AnalystJun 2011 - Apr 2013
Skills:
Leveraged Finance, Private Equity, Financial Modeling, High Yield Bonds, Capital Markets, Debt...
Languages:
English, French

Spencer Chavez San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentProgram AssistantAdministrative Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportStudent WorkerNetwork AdministratorComputer ConsultantIT ConsultantAccounting BookkeeperBookkeeper

Experience & Education

Position:
Investment Banking Analyst at Needham & Company
Location:
San Francisco Bay Area
Industry:
Investment Banking
Work history:
Needham & Company - Menlo Park, CAInvestment Banking Analystsince Jul 2012Santa Clara University Undergraduate Business Office - Santa Clara, CAProgram AssistantMay 2009 - Mar 2012

Robert Keith Menlo Park, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Investment Banking Analyst - Technology at Morgan Stanley
Location:
Menlo Park, California
Industry:
Investment Banking
Work history:
Morgan Stanley - Menlo ParkInvestment Banking Analyst - Technologysince Jun 2012Houlihan Lokey - Greater Los Angeles AreaInvestment Banking Summer AnalystMay 2011 - Aug 2011

Jackie Schoelerman Menlo Park, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerBroker AssociateProperty ManagerReal Estate ManagerReal Estate Sales AgentConstructionGeneral ContractorConstruction Manager

Experience & Education

Position:
Silicon Valley Realtor Power Team at Coldwell Banker Residential Brokerage
Title:
Silicon Valley Realtor Power Team
Location:
Menlo Park, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - 1377 El Camino Real, Menlo Park, CA 94025Silicon Valley Realtor Power TeamAlain Pinel Realtors - Menlo ParkBroker Associate2003 - 2013
Languages:
English

Enayat Boroumand San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBuyer and SellerSales Representative

Experience & Education

Position:
Realtor at Coldwell Banker Real Estate
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Coldwell Banker Real Estate - 1377 El Camino Real, Menlo Park Ca 94025Realtorsince Jan 2010Coldwell Banker RealtorMar 1997 - Jan 2009

Silvia Mirabal San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBroker AssociateLicensed Real Estate BrokerReal Estate Sales AgentProperty ManagerReal Estate Manager

Experience & Education

Position:
Real Estate Broker at Coldwell Banker Residential Brokers, Associate Broker at Coldwell Banker
Title:
Associate Broker at Coldwell Banker
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokers Real Estate Brokersince 2000Coldwell Banker - 930 Santa Cruz Ave, Menlo Park. Ca 94025Associate Brokersince 2000

Kathleen Hogan San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCounselorAdvisor

Experience & Education

Position:
Nazareth Classic Care Community at Menlo Park, Executive Director at Nazareth Classic Care, Realtor ...
Title:
Executive Director at Nazareth Classic Care
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Menlo Park - Menlo Park, CANazareth Classic Care Communitysince Apr 2011Nazareth Classic Care - Menlo ParkExecutive Directorsince Apr 2011

Mark Zhu Menlo Park, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam Member

Experience & Education

Position:
Private Equity Associate at Silver Lake Partners
Title:
Associate at Silver Lake Partners
Location:
Menlo Park, California
Industry:
Venture Capital & Private Equity
Work history:
Silver Lake Partners - Menlo ParkPrivate Equity Associatesince Jul 2012Moelis & Company Investment Banking AnalystAug 2010 - Aug 2012

Dilshat Erkin Menlo Park, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Associate at H.I.G. Capital
Title:
Investment Banking Analyst at Morgan Stanley
Location:
Menlo Park, California
Industry:
Investment Banking
Work history:
H.I.G. Capital - miami, floridaAssociatesince Aug 2013Morgan Stanley - menlo park, caInvestment Banking Analyst, Global Technology GroupJun 2011 - Jul 2013
Languages:
Uyghur, Chinese

Hugh Metzler San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerField EngineerCustomer ServiceComputer Network ProfessionalUnix AdministratorNetwork AdministratorSystems AdministratorComputer Systems AdministratorAccount RepresentativeEquipment Tools Purchasing AgentClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonHostAssociate of ScienceBachelor of ScienceBusiness AdministratorOperations Manager

Experience & Education

Title:
Realtor at Cambridge Real Estate
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Cambridge Real Estate - Menlo Park, CACustomer Engineer/Field EngineerJun 1988 - May 1993

Chuck Alloo San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentOwnerChief Operating OfficerChief ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Owner/Chief Operating Officer at Cashin Company
Title:
Vice President - Business Development at Coldwell Banker Real Estate
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Cashin Company Owner/Chief Operating Officersince Apr 1995Coldwell Banker Real Estate - Menlo Park, CAVice President - Business DevelopmentNov 2010 - Nov 2012

Christine Choi San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutivePremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantBanking Center ManagerCustomer RelationsMarketing ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerBanking ManagerFinancial OfficerFinancial ManagerRecruitmentBachelor of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Senior Wealth Management Banker/ VP at Merrill Lynch
Title:
Wealth Management Banker at Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Merrill Lynch - Menlo Park, CASenior Wealth Management Banker/ VPsince Jan 2008Wells Fargo - Los Altos, CAPremier Banker/ AVPApr 2000 - Jan 2008
Skills:
Banking, Mortgage Lending, Credit, Loans, Loan Origination, Mortgage Banking, Consumer Lending,...
Languages:
Chinese

Garry Whitfield San Francisco, CA

Professions & Specialties

Portfolio ManagerBankerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinancial ManagerFounderFounding MemberChief ExecutiveOperations ManagerBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Wealth Advisor, Portfolio Manager at Morgan Stanley Wealth Management
Title:
The Whitfield Group at Morgan Stanley, Menlo Park
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Menlo Park, CAWealth Advisor, Portfolio Managersince Nov 2012JP Morgan - Palo Alto, CAPrivate BankerDec 2009 - Nov 2012

Ozlem Ongen San Francisco, CA

Professions & Specialties

Financial Services ProfessionalBankerFinancial Services Sales AgentCourt InterpreterInterpreterFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLanguage SpecialistSupervisorBusiness AdministratorManagersTranslatorBilingual Communications SpecialistLinguistMarket Research AnalystOperations Manager

Experience & Education

Title:
Financial Services Professional
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Superior Court of California Court InterpreterJan 2004 - Dec 2011Citibank Personal BankerJun 2008 - Apr 2010
Skills:
Data Analysis, Economics, Banking, Financial Analysis, SAS, Customer Service, Microsoft Excel,...
Languages:
Turkish, English
Certifications:
Wells Fargo Bank Platform Academy, Wells Fargo Bank

Jonathan Cheung San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerSupporting MemberTeam MemberOperations ManagerAnalystsAdvisorComputer Games ProfessionalInformation Technology SpecialistComputer SpecialistIT SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Associate Product Manager at Pocket Gems
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Pocket Gems - San Francisco, CAAssociate Product Managersince May 2013Barclays - Menlo Park, CAInvestment Banking Analyst, TechnologyJul 2010 - Jun 2012

Cindy Liebsch San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCourierBicycle MessengerCustomer ServiceClient Service OfficerSales SupportBuyer and SellerServices ProfessionalSales and Service SpecialistComputer Network ConsultantComputer ConsultantIT Consultant

Experience & Education

Position:
Realtor at Coldwell Banker
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Coldwell Banker - Menlo Park, CARealtorsince 2004Sotheby's International Realty RealtorJan 2002 - Dec 2004
Skills:
Sellers, Real Estate, Buyer Representation, Listings, Single Family Homes, New Home Sales, First...

Kelly Leong San Francisco, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsStudent WorkerHealth ProfessionalHealth PractitionerMathematicianSoftware Developers

Experience & Education

Position:
Investment Banking Analyst at Deutsche Bank
Title:
Investment Banking at Deutsche Bank
Location:
San Francisco, California
Industry:
Financial Services
Work history:
Deutsche Bank Investment Banking Analystsince Jul 2013Analysis Group - Los Angeles, CAAnalystMar 2012 - Jul 2013
Languages:
Spanish, Chinese (Mandarin)

Kimm Terpening San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAccount Manager

Experience & Education

Position:
Real Estate Agent at Coldwell Banker
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Coldwell Banker - Menlo Park, CAReal Estate Agentsince Nov 2010Harland Clarke - San Francisco Bay AreaAccount Manager1990 - 1997

Sean Modjtehedi Menlo Park, CA

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam Member

Experience & Education

Work

Company:
Silicon valley bank, inc
Valuation associate - early-stage software group
Company:
Raymond james financial - San Francisco, CA
Investment banking analyst - m&a advisory services, consumer group

Peter Pham Menlo Park, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Private Mortgage Banker at Private Mortgage Advisors
Title:
Private Mortgage Banker at Private Mortgage Advisors NMLSR ID 662170
Location:
Menlo Park, California
Industry:
Real Estate
Work history:
Private Mortgage Advisors Private Mortgage Banker

Tanya Massoodi Menlo Park, CA

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberSales Manager

Experience & Education

Work

Company:
Martin wealth management, inc
Client associate
Company:
Wells fargo - Palo Alto, CA
Bank teller

Paul Martinez Menlo Park, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeperRepresentative

Experience & Education

Work

Company:
Sri international - Menlo Park, CA
Accounting specialist
Company:
Sri federal credit union - Menlo Park, CA
Universal banker representative

Victor Santos Menlo Park, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerSales ExecutiveSales ManagerOperations Manager

Experience & Education

Work

Company:
Us bank
Personal banker
Company:
Meriwest credit union - Mountain View, CA
Financial services representative iii

Kathryn Nicosia Menlo Park, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales Account AssociateSales ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales Manager

Experience & Education

Position:
Sales Associate at Coldwell Banker Residential Brokers
Location:
Menlo Park, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokers Sales Associate

Barbara Silverberg Menlo Park, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work:
Menlo Park, CA
(650) 804-5600 (Phone)

Ophelia Yeung San Francisco, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentDeputy DirectorDirectorPartnerDeputy ManagerChief ExecutiveOperations ManagerMarketing ManagerChancellorChief JudgeJudgeSpeakerApprenticePhilanthropeSpokespersonRepresentativeNon-ProfitWeb MarketerSEO SpecialistBrand PlannerBrand RepresentativeStudent WorkerManagement Team ExecutivePsychology SpecialistAerobics InstructorGroup Fitness InstructorHealth and Fitness TeacherSports TrainerSports TrainersIT Specialist

Experience & Education

Position:
Assistant Director, Technology Analysis and Marketing (Intellectual Property and Industry...
Title:
Assistant Director @BerkeleyIPIRA UC Berkeley Technology Licensing and Commercialization
Location:
San Francisco, California
Industry:
Think Tanks
Work history:
UC Berkeley - Berkeley, CAAssistant Director, Technology Analysis and Marketing (Intellectual Property and Industry Alliances)since Oct 2012Exposing Hope - San Francisco Bay AreaDirector of Social Mediasince Aug 2012
Skills:
Mergers, Financial Modeling, Valuation, Strategic Partnerships, Intellectual Property, Competitive...
Languages:
Cantonese, Mandarin (basic)

Kate Searby San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProducerMarketing DirectorChief ExecutiveMarketing ManagerSEO SpecialistWeb MarketerChief Executive OfficerOperations ManagerCorporate ExecutiveMarket AnalystMarket Research AnalystAdvertising Sales AgentApprenticeVolunteerPR and Communications ProfessionalNon-ProfitPublic Relations ProfessinalSenatorLegislatorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCook Chill TechnicianStudent WorkerDietary AideDietetic Technician

Experience & Education

Position:
Producer at Travelzoo
Location:
San Francisco, California
Industry:
Online Media
Work history:
Travelzoo - San FranciscoProducersince Jul 2013Palo Alto Staffing Technology - Palo Alto, CASocial Media & Marketing DirectorJan 2012 - Jul 2013
..& Marketing Consultant at Coldwell Banker

Jacqueline Tay Santa Clara, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentManagerPartnerProduce ManagerOperations ManagerChief ExecutiveProduction ManagerModelPilotCounselorAir Transportation WorkerAdvisorSurgeonOphthalmologistSurgical SpecialistCustomer ServiceClient Service OfficerPhysicianTeam MemberServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeStudent WorkerHealth ProfessionalHealth PractitionerAdvertising Sales AgentMarket Research AnalystParalegal

Experience & Education

Position:
Manager, Strategy, Business Development & Business Model Innovation at Medtronic
Location:
Singapore
Industry:
Medical Devices
Work history:
Medtronic - Singapore & SE AsiaManager, Strategy, Business Development & Business Model Innovationsince Jun 2012Optimedica - Santa Clara, CAProduct Manager, Clinical Applications (Consultant)Feb 2012 - May 2012
Languages:
English, Malay

Jacqueline Laird San Francisco, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentBankerMaster of Business AdministrationChief Brand OfficerTeam LeaderChief ExecutiveOperations ManagerProject ManagersConsumer Goods ProfessionalCommodities ClerkProject ManagerTeam MemberAdvisorStudent WorkerBiologistBiological ScientistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Assistant Brand Manager - Crest and Oral-B North America at Procter & Gamble
Title:
MBA Candidate 2015 at Berkeley - Haas
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Procter & Gamble - Cincinnati AreaSenior Assistant Brand Manager - Crest and Oral-B North Americasince Oct 2011Pathways-to-Success Project Leader2011 - 2011
Languages:
Japanese



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