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Financial Advisers in California

Financial Advisers in San Jose, CA

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14 results found

Joanne Lin San Jose, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Department Manager • Project Managers • Department Supervisor • Manager • Operations Manager • Computational Scientist • Software Developers • Computer Scientists • Bachelor of Science • Advisor

Experience & Education

Work

Company:
Fluent in chinese mandarin and english
Financial adviser series
Company:
Century 21, bayrealty, zipreqlty
Real estate broker
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Eugene Le San Jose, CA

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Head Coach • Sports Game Coach

Experience & Education

Work

Company:
Tennis on the run
Managing head coach
Company:
New york life & nylife securities
Financial adviser
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Andrew Kostyanovsky San Jose, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Screenwriter • Editing Professional • Writing and Editing Professional • Writer and Editor • Keyholder • Counselor • Support Worker • Advisor • Creative Director • Art Director • Sports Trainer • Sports Trainers • Technician • Organization Management • Security • Managers • Technical Specialist • Technical Support Specialists • Bachelor of Arts • Chief Executive • Financial Officer • Financial Manager • Sales Manager • Operations Manager • Sales Executive

Experience & Education

Position:
Operations Professional/Keyholder at Tiffany & Co, Creative Manager at Siren Song Creations,...
Title:
Experienced Operations Professional, Freelance Screenwriter
Location:
San Jose, California
Industry:
Writing and Editing
Work history:
Tiffany & Co - San Jose, CAOperations Professional/Keyholdersince Jun 2007Siren Song Creations - San Jose, CACreative Managersince 2011
Skills:
Customer Service, Sales
Alumni Financial Adviser at Beta Theta Pi
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Magdalena Warchol San Jose, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Account Manager • Sales Manager • Sales Director • Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers • Client Service Officer • Customer Service

Experience & Education

Position:
Business Development Manager Americas Sales at LSI Corporation
Location:
San Jose, California
Industry:
Computer Hardware
Work history:
LSI Corporation - San Jose, CABusiness Development Manager Americas Salessince Aug 2013Avnet Electronics Marketing - Milpitas, CAAccount Manager, Strategic Solutions Group - Avnet EmbeddedOct 2011 - Jul 2013
Languages:
English, Polish, Russian
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Deming Du San Jose, CA

Professions & Specialties

Mortgage Loan Officer • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Business Manager • Operations Manager • Chief Executive

Experience & Education

Work

Company:
Baycal financial corp
Mortgage loan officer
Company:
Everbright group llc - San Jose, CA
Business manager
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Eric Main San Francisco, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Examiner • Team Member • Leader • Inspector • Managers • Advisor • Student Worker • Athletes • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Institutions Examiner at California Department of Financial Institutions
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
California Department of Financial Institutions - Sacramento, California AreaFinancial Institutions Examinersince Apr 2010Merrill Lynch - San Jose, CAFinancial AdviserMay 2009 - Apr 2010
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Helen Song San Francisco, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Specialist • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Position:
FINANCIAL SERVICES PROFESSIONAL at New York Life Insurance Company, FINANCIAL ADVISER at Eagle...
Title:
Financial Adviser at Eagle Strategies, LLC
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
New York Life Insurance Company - 1731 TECHNOLOGY DRIVE SUITE 400 SAN JOSE CA 95110FINANCIAL SERVICES PROFESSIONALsince Oct 1998Eagle Strategies, LLC - 1731 TECHNOLOGY DRIVE, SUITE 400 SAN JOSE CA 95110FINANCIAL ADVISERsince Nov 2009
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John Brunhammer San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Leader • Managers • Customer Service • Client Service Officer • Certified Nurse Aide • Nurse • Nurse Practitioner • Java Developer • Ruby Developer • C# Developer • C++ Developer • JavaScript Developer • Computer Software Professional • Software Developer • Software Developers • Sales Manager • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Corporate Recruiter at eGain Corporation, Senior Recruiter at Yolo Networks
Location:
San Francisco Bay Area
Industry:
Staffing and Recruiting
Work history:
EGain Corporation - Sunnyvale, CASenior Corporate Recruitersince Jun 2013Yolo Networks - San Jose CASenior Recruitersince Mar 2013
Financial Adviser at Edward Jones
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Lisa Myers Rochester, NY

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Specialist • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Representative • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Bachelor of Science • Fisher • Computer Network Consultant • Information Technology Specialist • Network Administrator • Software Developers • Computer Consultant • IT Consultant • IT Specialist • Operations Manager • Chief Executive • Financial Manager

Experience & Education

Position:
Financial Adviser at Eagle Strategies, LLC, Registered Representative at NYLIFE Securities LLC
Title:
Financial Adviser at Eagle Strategies, LLC
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Eagle Strategies, LLC - 375 Woodcliff Drive, Fairport, NY 14450Financial Advisersince Dec 2012NYLIFE Securities LLC - 375 Woodcliff Dr, Fairport, NY 14450Registered Representativesince Jan 2012
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Rosa Segovia San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Recognition • Information Technology Specialist • IT Specialist • Computer Consultant • IT Consultant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Contracts Manager at Allied Telesis
Title:
Contracts Manager - Allied Telesis, Inc.
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Allied Telesis - Allied TelesisContracts Managersince May 2011LifeScan IT Contracts Manager2010 - 2011
Languages:
English, Spanish
Senior Financial Adviser at Bank of America
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Phillip Benjamin Gilroy, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Fiduciary • Trust Law Attorney • Lawyers • Bachelor of Arts • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive

Experience & Education

Position:
Insurance Agent at AAA
Title:
Insurance Agent and Financial Services Professional
Location:
Gilroy, California
Industry:
Insurance
Work history:
AAA - San Jose, CAInsurance Agentsince Jun 2012Pacific Coastal Pension Services Pension ConsultantAug 2008 - Apr 2009
Financial Adviser at Wells Fargo
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Mariely Azimi San Francisco, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Inside Sales Representative • Sales Representative • Customer Service • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Advisor

Experience & Education

Title:
Customer Service Representative, Sunnyvale,CA at Unisem
Location:
San Francisco Bay Area
Industry:
Semiconductors
Work history:
Suni Medical Imaging, Inc. - San Jose, CAInside Sales RepresentativeApr 2012 - Dec 2012Unisem Customer Service Representative, Sunnyvale,CAMay 2010 - May 2011
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John Tsutsui San Francisco, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Programmer • Computer Programmer • Computer Software Professional • Software Developers • Coordinator • Managers • Software Engineer • Computational Scientist • Mobile Application Developer • Software Developer • Computer Scientists • Contractor • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Quality Engineer • Compliance Engineer • Independent Business Owners • Sports Game Coach

Experience & Education

Position:
Programmer at Creativity, Inc.
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Creativity, Inc. - San Carlos, CAProgrammersince Apr 2013Silicon Valley Residential Realty - San Jose, CAEscrow CoordinatorNov 2012 - Mar 2013
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Richard Worley Slaughter Beach, DE

Professions & Specialties

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

Experience & Education

Work

Company:
Newday financial
Senior mortgage banker
Company:
Black diamond financial - Milford, DE
Financial adviser

Skills

Series 7; Series 63; Series 65 SAFE MLO License MLO State Licenses: MD, NH, SC, NC, AR, CT, OR, WA, ...
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Financial Advisers near San Jose, CA0246FremontCampbellPalo AltoMilpitasSanta ClaraMountain ViewSunnyvale


Financial Advisers around San Jose, CA

Campbell  (3)
Fremont  (6)
Milpitas  (2)
Palo Alto  (2)
Santa Clara  (2)
Sunnyvale  (1)

Financial Advisers in California