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Financial Advisers in California

Financial Advisers in San Diego, CA

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49 results found

Dillon Tisch San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Operations Manager

Experience & Education

Position:
Organizer at Loving Orphans Global
Title:
Providing hope for change.
Location:
Greater San Diego Area
Industry:
Investment Banking
Work history:
Loving Orphans Global Organizersince Jun 2011Edward Jones Financial Adviser TraineeFeb 2011 - Jun 2011
Full Profile

Julia Minster San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Specialist • Program Director • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Purchasing Managers • Managers • Biologist • Biological Scientist • Recruitment • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Contracts Administrator at NASSCO
Location:
Greater San Diego Area
Industry:
Research
Work history:
NASSCO Contracts AdministratorNov 2010 - Jul 2011The Scripps Research Institute Sr Contracts AdministratorSep 2004 - Nov 2010
Languages:
Russian
Certifications:
Certified Professional Contracts Manager (CPCM),, National Contracts Management Association (NCMA)
Full Profile

Anthony Pham San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Controller • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Engineer • Electrical Engineering • Field Engineer • Engineering Specialist • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Consultant at Leigh Aerosystems, Financial Adviser at WFG
Title:
Consultant at Leigh Aerosystems
Location:
Greater San Diego Area
Industry:
Defense & Space
Work history:
Leigh Aerosystems - Carlsbad, CAConsultantsince Sep 2011WFG - 6050 Santo Rd, San Diego, CaFinancial Advisersince Apr 2011
Full Profile

Justin Rosenthal San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Sales Person • Account Service Manager • Agent • Sales Representative • Client Service Officer • Marketing Administrator • Computer Software Professional • Software Developers • Customer Service • Marketing Manager • Equipment Tools Purchasing Agent • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Chief Executive • Vice President • Surgeon • Psychologist • Surgical Specialist • Bachelor of Science • Human Resources Specialist • Recruitment • Psychology Specialist

Experience & Education

Position:
Account Executive at Zywave
Title:
Sales Consultant at Zywave
Location:
Greater San Diego Area
Industry:
Computer Software
Work history:
Zywave - Greater San Diego AreaAccount Executivesince Aug 2013Paychex - Greater San Diego AreaSenior Retirement & Benefits Sales ConsultantJan 2012 - Aug 2013
Full Profile

Dennis Sisneros San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Data Typist • Apprentice • Computer Operator Specialist • Operations Manager • Student Worker

Experience & Education

Position:
Associate at World Financial Group (WFG)
Title:
Financial Adviser
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
World Financial Group (WFG) - Greater San Diego AreaAssociatesince Mar 2012Gen110 - Greater San Diego AreaAccount ManagerOct 2011 - May 2012
Skills:
Public Speaking, Account Management, Team Building, Business Management, Customer Relations, Excel, ...
Languages:
Arabic, Spanish
Full Profile

Tony Krvaric San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor • Customer Service • Client Service Officer • Legal Counsel • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
President & CEO, Financial Adviser at Krvaric Capital, Chairman at Republican Party of San...
Title:
Strategies for Growing, Protecting and Distributing Wealth
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Krvaric Capital - San Diego, CaliforniaPresident & CEO, Financial Advisersince Dec 2007Republican Party of San Diego County - Greater San Diego AreaChairmansince Apr 2007
Languages:
Swedish, Croatian
Certifications:
BBB Accredited Business, San Diego Better Business Bureau
Full Profile

Maria Long San Diego, CA

Professions & Specialties

Banker • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Government Relations Professional
Location:
Greater San Diego Area
Industry:
Government Relations
Work history:
Wells Fargo Bank Personal BankerMar 2004 - Nov 2008
Full Profile

Jenny O'riordan San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Sales Person • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Leader • Operations Manager • Commodities Clerk • Recruitment

Experience & Education

Position:
Regional Retirement Sales Consultant at Paychex
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Paychex - Greater San Diego Area and Inland EmpireRegional Retirement Sales Consultantsince Jun 2012Paychex - San DiegoSenior Sales ConsultantJul 2007 - Jun 2012
Full Profile

Pranay Shah San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Accounting Clerk • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Bookkeeper • Cashier • Sales Executive • Team Leader • Sales Manager • Operations Manager

Experience & Education

Position:
Staff Accountant at Creative Hotel Investors LLC
Title:
Accounting Professional
Location:
Greater San Diego Area
Industry:
Accounting
Work history:
Creative Hotel Investors LLC - Greater San Diego AreaStaff Accountantsince Oct 2012ICICI Bank LTD Sales Executive / Financial AdviserJan 2006 - Jul 2006
Skills:
Banking, Financial Analysis, Portfolio Management, Wealth Management, Relationship Management,...
Languages:
Gujarati, Hindi
Full Profile

Allan Tentler San Diego, CA

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Secretary • Treasurer • Board Member • Chairperson • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Secretary Treasurer at Sonata Patio HOA, Executive Board of...
Title:
Financial Adviser at Merrill Lynch
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Merrill Lynch - Greater San Diego AreaFinancial Advisorsince Mar 2012Sonata Patio HOA - Escondido, CASecretary Treasurersince 2011
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Russ Jacobs San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial adviser at Edward Jones
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Edward Jones Financial adviser
Full Profile

Diane Crispell San Diego, CA

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Author • Independent Contractor • Speaker • Contractor • Spokesperson • Representative • Radio Host • Commercial Announcer • Presenter • Independent Business Owners

Experience & Education

Position:
Creative Writer at Self-Employed (Self-employed)
Title:
Writer
Location:
Greater San Diego Area
Industry:
Writing and Editing
Work history:
Self-Employed Creative Writersince Dec 2010Portfolio Advisors Financial AdviserJul 2009 - Mar 2010
Skills:
Experienced professional public speaker, sometime jazz & blues chanteuse, childrens' story...
Languages:
English, Spanish, French, Italian
Full Profile

Javier Greene San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial adviser at sdmcu
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Sdmcu Financial adviser
Full Profile

David Saomarcos San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Adviser • Financial Services Sales Agent • Financial Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor / IAR at Independent Financial Advisor
Title:
Independent Financial Services Professional
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Independent Financial Advisor - Rancho Penasquitas, California (San Diego)Financial Advisor / IARsince Mar 2009Independent Brokerage Firms Financial AdviserSep 2003 - Mar 2009
Skills:
Sales Management, Account Management, Personal Finance, Retirement, Mutual Funds, Investments,...
Full Profile

Geoff Kindel San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Agent • Sales Representative

Experience & Education

Position:
Hat Guy at Burgundy Accessories
Title:
Hat Guy, Burgundy Accessories
Location:
Greater San Diego Area
Industry:
Apparel & Fashion
Work history:
Burgundy Accessories Hat Guysince Jan 1989Newport Securities Director of MarketingJan 1983 - Jan 1988
Full Profile

Archie Underwood San Diego, CA

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Chief Executive • Operations Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, First Vice President at Morgan Stanley Wealth Management
Title:
Financial Adviser, First Vice President at Morgan Stanley
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Greater San Diego Area, United StatesFinancial Advisor, First Vice Presidentsince Mar 2011
Full Profile

Carolyn Clemens San Diego, CA

Professions & Specialties

Loan Officer • Financial Adviser • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Representative • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Clerical Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson • Historian • Student Worker • Accounting Bookkeeper • Bookkeeper • Community Service Manager

Experience & Education

Position:
Senior Marketing Representative at HighTechLending, Inc
Title:
Senior Marketing Representative and Loan Officer at Premier Home Equity, A Division of High Tech Lending, Inc.
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
HighTechLending, Inc - Greater San Diego AreaSenior Marketing Representativesince Feb 2013Senior American Funding - San Diego, CASenior Marketing RepresentativeJul 2012 - Feb 2013
Full Profile

Piet Aldrich San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Independent Business Owners • Contractor • Sports Game Coach • Athletes • Computer Scientists

Experience & Education

Position:
Vice President Investments, Wealth Advisor at UBS Financial Services, Inc.
Title:
Vice President - UBS Financial Services
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - 12220 El Camino Real, San Diego, CA 92130Vice President Investments, Wealth Advisorsince Feb 2009Morgan Stanley Smith Barney Financial adviserJan 2005 - Feb 2009
Full Profile

Marc Davis San Diego, CA

Professions & Specialties

Certified Financial Planner • Financial Adviser • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Founder • Partner • Financial Manager • Founding Member • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder and Partner at Davis & Seiley Wealth Management
Title:
CFP® at Davis & Seiley Wealth Management
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Davis & Seiley Wealth Management Founder and Partnersince Jan 1994Metlife Resources Financial AdviserSep 1990 - Jan 1994
Full Profile

Daniel Lu San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Certified Public Accountant • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Bilingual Communications Specialist • Linguist • Language Specialist

Experience & Education

Position:
Staff Accountant at Philip Chang CPA
Title:
Associate at Philip Chang CPA
Location:
Greater San Diego Area
Industry:
Accounting
Work history:
Philip Chang CPA - Greater San Diego AreaStaff Accountantsince Nov 2010Ameriprise Financial Services, Inc. Financial Adviser SponsorshipMar 2008 - Aug 2008
Skills:
Public Speaking, Financial Modeling, Financial Analysis, Investments, Valuation, Finance,...
Languages:
Chinese, English
Full Profile

Suleen Traboulay San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Crewman • Leader • Team Member • Managers • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Manager • Operations Manager • Agent • Sales Representative

Experience & Education

Work

Company:
Farmers insurance company - San Diego, CA
Manager/agent
Company:
Prudential financial - San Diego, CA
Financial adviser

Skills

Excellent communication and multi-tasking skills developed from previous experiences.
Excellent ...
Full Profile

Dennis Nathan San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive

Experience & Education

Position:
Financial Adviser at Trilogy Financial Services, Inc.
Title:
Financial Adviser at Trilogy Financial Services
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Trilogy Financial Services, Inc. Financial Advisersince Sep 2009Cornwell & Nathan, LLP, Certified Public Accountants PartnerOct 1997 - Sep 2009
Full Profile

Emily Moberly San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Marketing Director • Chief Communications Officer • Chief Executive • Office Clerk • Corporate Executive • Founding Member • Copy Desk Chief • Editor • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Bachelor of Science • Customer Service

Experience & Education

Work

Company:
Financial firm
Licensed assistant to the financial adviser
Company:
Litton racing
Director of communications

Skills

Series 7 General Securities Registered Representative
Full Profile

Jorge Finkelberg San Diego, CA

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Business Analyst • Analyst • Analysts

Experience & Education

Position:
Financial Advisor at Crowell, Weedon & Co., Financial Adviser at Merrill Lynch, business...
Title:
Financial Advisor at Crowell, Weedon & Co.
Location:
Greater San Diego Area
Industry:
Investment Banking
Work history:
Crowell, Weedon & Co. Financial Advisorsince Apr 2013Merrill Lynch - Greater San Diego AreaFinancial Advisersince Feb 2012
Full Profile

Tatiana Krivenkova San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Financial Director • Financial Officer • Supporting Member • Team Member

Experience & Education

Work

Company:
Windham professionals
Student loan financial adviser
Company:
Gelios-medical llc
Financial manager associate
Full Profile

Linda Gonzalez San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at LPL Financial
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
LPL Financial Financial Adviser
Full Profile

Mark Halby San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at New England Securities
Location:
Greater San Diego Area
Industry:
Financial Services
Full Profile

Alison Ruggio San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Manager • Chief Administrative Officer • Operations Manager • Chief Executive • Grant Writing Professional • Author • Fundraiser • Fundraising Officer • Hospital Care Professional • Certified Nurse Aide • Health Professional • Health Practitioner • Nurse • Nurse Practitioner • Philanthrope • Organization Management • Publishing Professional • Spokesperson • Representative • Managers • Non-Profit • Student Worker • Bachelors Degree • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Scientist • Software Developers

Experience & Education

Position:
Manager of Administrative and Outreach Services at Pacific Cardiovascular Associates Medical Group, ...
Title:
Manager of Administrative and Outreach Services at Pacific Cardiovascular Associates Medical Group
Location:
Greater San Diego Area
Industry:
Hospital & Health Care
Work history:
Pacific Cardiovascular Associates Medical Group Manager of Administrative and Outreach Servicessince Feb 2013Arthritis Foundation - Greater San Diego AreaGrant Writer, Fundraiser, Event Planningsince Sep 2012
Skills:
SPSS, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Data Entry,...
Full Profile

Galen Beers San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Founder • Director • Chief Executive Officer • Founding Member • Chief Executive • Operations Manager • Corporate Executive • Philanthrope • Non-Profit • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Manager • Coordinator • Advisor • Managers • Educational Assistant Teacher • School Administrator • Educational Manager • Bachelor of Science • Computer Software Professional • Software Developers • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Enterprise Account Management at Adobe, Founder/Executive Director at Sport and Social Industry...
Title:
Enterprise Account Management at Adobe
Location:
Greater San Diego Area
Industry:
Internet
Work history:
Adobe Enterprise Account Managementsince Oct 2012Sport and Social Industry Association - Greater San Diego AreaFounder/Executive Directorsince Jan 2012
Full Profile

Victoria Vaughn-schlarbaum San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Leader • Volunteer Coordinator • Volunteer • Managers • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Market Analyst • Senior Online Leader • Web Marketer • Market Research Analyst • Internet Marketing Manager • Chief Executive Officer • Manager • Compliance Manager • Chief Administrative Officer • Partner • Executive Team Leader • Chief Information Officer • Chief Operating Officer • Financial Director • Chairperson • Vice President • Director • Marketing Manager • Corporate Executive • Chief Executive • Operations Manager • Technology Director • Technology Manager • Technical Managers • General and Operations Manager • Director of Operations • Financial Officer • Financial Manager • Human Resources Specialist • Recruitment

Experience & Education

Position:
Volunteer Coordinator at OFA - formerly Obama for America, Division Leader at Primerica, Inc....
Title:
Primerica, Inc. Division Leader
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
OFA - formerly Obama for America - La Jolla/Clairmont/Pacific Beach CaliforniaVolunteer Coordinatorsince Apr 2011Primerica, Inc. McClinton Associates - Greater San Diego AreaDivision Leadersince Mar 2009
Skills:
Marketing Communications, Sales Management, People Management, Customer Relations, Customer...
Full Profile

G. Cunningham San Diego, CA

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Founder • Chairperson • Founding Member • Chief Executive • Financial Manager • Agent • Sales Representative • Security • Financial Analyst • Corporate Executive • Accounting Bookkeeper • Bookkeeper • Passenger Vehicle Driver • Motor Transportation Operator • Motor Vehicle Operator

Experience & Education

Position:
Major at USMC, 4th Light Armored Reconnaissance, Founder and President at AirOptions Aviation,...
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
USMC, 4th Light Armored Reconnaissance Majorsince Oct 2008AirOptions Aviation Founder and Presidentsince Jan 2008
Skills:
Private air-taxi and air-charter travel for individual and business clients in and around the...
..Lynch as a Private Client Senior Financial Adviser
Full Profile

Victoria Vaughn-schlarbaum San Diego, CA

Professions & Specialties

Loan Processor • Financial Adviser • Portfolio Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Loan Officer • Financial Specialist • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compliance Manager • Partner • Financial Manager • Underwriter • Counselor • Advisor • Bachelors Degree • Bachelor of Science • Master of Business Administration • Research Assistant • Researcher • Survey Researcher • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Service Marketing at Yes4Ya.Org, Executive Director at Yes4Ya.Org
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Yes4Ya.Org Financial Service Marketingsince Mar 2009Yes4Ya.Org Executive Directorsince Sep 2000
Skills:
Help to fmilies with Get Out Of Debt Loans and Credit Analysis service - and Simple Interest...
Full Profile

Shin-howe Chen San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Brand Planner • Advertising Sales Agent • Brand Representative • Counselor • Concierge • Advisor • Marketing Director • Marketing Manager • Chief Executive • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Art Director • Sales Agent • Sales Representative

Experience & Education

Position:
Marketing and Branding Consultant at Kongming Media
Title:
Marketing and Advertising
Location:
Greater San Diego Area
Industry:
Marketing and Advertising
Work history:
Kongming Media - Poway, CaMarketing and Branding Consultantsince Jan 2010Westfield Shopping ConciergeOct 2010 - Dec 2010
Skills:
Foreign Languages, Social Media Marketing, Web 2.0, Web Design, Account Management, E-commerce,...
Languages:
Taiwanese, English, Chinese
Independent Financial Adviser at World Financial Group
Full Profile

Nathaniel Wisan San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Event Manager • Manager • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Event Planner • Apprentice • Executive Producer • Senior Art Producer • Art Producer • Media Producer • Customer Service • Client Service Officer • Student Worker • Facilities Specialist • Construction • Managers • Department Store Salesperson • Retail Professional • Retail Salesperson • Student Lawyer • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Producer Intern at CINEDICATE Film Company, Assistant Public Events Manager at UC San Diego
Title:
Event Manager at UC San Diego
Location:
Greater San Diego Area
Industry:
Education Management
Work history:
CINEDICATE Film Company Executive Producer Internsince Feb 2010UC San Diego Assistant Public Events Managersince Jun 2007
Skills:
Employee hiring and training, Governance policy creation, Customer satisfaction expert, Creative...
Financial Adviser Intern at Coghlan Financial Grou..
Full Profile

Tyler Hoelting San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Marketing Professional • Advertising Sales Agent • Operations Manager • Director of Operations • Manager • Marketing Manager • Advertising Professional • Internet Marketing Manager • Web Marketer • Certified Nurse Aide • Nurse • Nurse Practitioner • Counselor • Representative • Managers • Advisor • Account Service Manager • Client Service Officer • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Senior Business Development at EvoPlus Limited, President at Smash Loud, LLC
Title:
President at Smash Loud, LLC
Location:
Greater San Diego Area
Industry:
Internet
Work history:
EvoPlus Limited - Greater San Diego AreaSenior Business Developmentsince Jan 2013Smash Loud, LLC - Greater San Diego AreaPresidentsince Jan 2013
Skills:
Lead Generation, Affiliate Marketing, Media Buying, Advertising, Marketing, PPC, Account...
Full Profile

Sean Fitzhugh San Diego, CA

Professions & Specialties

Financial Adviser • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Co-Owner • Owner • Chief Executive • Manager • Operations Manager • Financial Manager • Sales Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Owner at Kids Academy
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Kids Academy - Greater San Diego AreaCo-Ownersince Jan 2012First Allied Securities - Greater San Diego AreaNew Business OperationsAug 2011 - Oct 2011
Full Profile

Paul Spitzer San Diego, CA

Professions & Specialties

Advisor • Representative • Partner • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founding Partner at Advanced Practice Advisors, RIA
Title:
Investment Advisor Representative Advanced Practice Advisors
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Advanced Practice Advisors, RIA - Del Mar, CAFounding Partnersince Jan 2010Concert WM San Diego, Inc. Managing DirectorJan 2009 - Jan 2010
Full Profile

Pedro Sampaio San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Associate in Applied Science • Auditor • Master of Business Administration • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Senior Internal Controls Analyst at Anglo American
Location:
Greater San Diego Area
Industry:
Accounting
Work history:
Anglo American Senior Internal Controls Analystsince Jun 2010UPS Senior AuditorDec 2003 - Jun 2010
Full Profile

Greg Carroll San Diego, CA

Professions & Specialties

Financial Services Sales Agent • Chairperson • Director • Partner • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Sterling Wealth Managment Group, Board of Director at Boys and Girls club of San marcos
Title:
President at Sterling Wealth Managment Group
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Sterling Wealth Managment Group Presidentsince Oct 2008Boys and Girls club of San marcos Board of Directorsince 2000
Financial Adviser at UBS Financial Services
Full Profile

Jeffrey Edgington San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Student Worker • Technical Specialist • Technical Support Specialists • Operations Manager • Biologist • Biological Scientist

Experience & Education

Title:
Corporate Tax Intern at Life Technologies
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Life Technologies - Carlsbad, CACorporate Tax InternMar 2012 - Aug 2012Helix Charter High School Academic CoachSep 2009 - Mar 2012
Financial Adviser Intern at Merrill Lynch
Full Profile

Jonathan Myers San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Bartender • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Food Server

Experience & Education

Position:
Account Executive at Matrix Direct
Location:
Greater San Diego Area
Industry:
Insurance
Work history:
Matrix Direct - Greater San Diego AreaAccount Executivesince Mar 2011Terra Restaurant ServerNov 2009 - Oct 2011
Financial Adviser at New England Financial
Full Profile

Howe Chen San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Creative Director • Art Director • Advertising Professional • Advertising Sales Agent • Supervisor • Advisor • Managers • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Title:
Creative Director at Marketing SK
Location:
Greater San Diego Area
Industry:
Marketing and Advertising
Independent Financial Adviser at World Financial Group
Full Profile

Sean Fitzhugh San Diego, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Entrepreneur • Managers • Chief Executive • Sales Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Title:
Financial & Business Consultant-"Turning great ideas into great opportunities" | Investment Manager | Entrepreneur
Location:
Greater San Diego Area
Industry:
Investment Management
Full Profile

Amanda Boruff San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Supervisor • Office Assistant • Managers • Office Clerk • Clerical Specialist • Human Resources Specialist • Recruitment • Chief Administrative Officer • Chief Executive • Accounts Payable • Accounts Payable Specialist • Agent • Sales Representative • Front Office Receptionist • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Student Worker • Psychology Specialist

Experience & Education

Position:
Senior Staffing Supervisor and Recruiter at Kelly Services
Title:
Staffing Supervisor at Kelly Services
Location:
Greater San Diego Area
Industry:
Staffing and Recruiting
Work history:
Kelly Services Senior Staffing Supervisor and Recruitersince Jun 2007Coldwell Banker Office Assistant2005 - 2007
..and presented findings to the VP and Financial Adviser for investment strategies on lar..
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Victoria Schlarbaum San Diego, CA

Professions & Specialties

Portfolio Manager • Loan Officer • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Executive Director at Yes4Ya.Org
Location:
Greater San Diego Area
Industry:
Financial Services
Financial Adviser
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Abby Ettefagh San Diego, CA

Professions & Specialties

Financial Adviser • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Managing Partner • Chief Executive Officer • Partner • Chief Executive • Corporate Executive • Dean • Higher Education Professional • School Administrator • Educational Manager • Landscape Architect • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelors Degree • Master of Communication Disorders

Experience & Education

Position:
Managing Partner at Petra Creations, C.E.O. at Petrasang/ Vahallan wall covering
Title:
Managing Partner at Petra Creations
Location:
Greater San Diego Area
Industry:
Building Materials
Work history:
Petra Creations - Dubai, San DiegoManaging Partnersince Jan 2012Petrasang/ Vahallan wall covering - Middle EastC.E.O.since 2007
Skills:
Microsoft Office, Microsoft Excel, Sales Management, Strategic Planning, Negotiation, Customer...
Languages:
English, Farsi
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J. Bouchard San Diego, CA

Professions & Specialties

Financial Specialist • Sales Account Associate • Client Service Officer • Sales Executive • Customer Service • Auditor • Counselor • Advisor • Sales Manager • Operations Manager

Experience & Education

Work

Company:
Hilton hotels
Night auditor
Company:
Iep fianncial
Business development consultant

Skills

Series 7, OnQ, System 21
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Andrew Farrell San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Account Manager • Account Representative • Client Service Officer • Customer Service • Workforce Development Specialist • Training and Development • Managers

Experience & Education

Work

Company:
Independent benefit services
Director of investments, account manager
Company:
Hartford life insurance
Account representative
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Victoria Vaughn-schlarbaum San Diego, CA

Professions & Specialties

Financial Adviser • Loan Officer • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Leader • Managers • Compliance Manager • Partner • Corporate Executive • Chief Executive • Master of Business Administration

Experience & Education

Work

Company:
Primerica
Division leader
Company:
California elite mortgage
Mortgage compliance manager
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Financial Advisers near San Diego, CA01La Mesa


Financial Advisers around San Diego, CA

La Mesa  (1)

Financial Advisers in California

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