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Financial Associates in California

Financial Associates in Sacramento, CA

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25 results found

Jay Jones Sacramento, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Partner • Vice President of Sales • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Agent • Sales Agent • Sales Representative • Operations Manager • Instructor • Pedagogue • Business Administrator • Area Manager • Managers • Spokesperson • Representative • Advisor • Underwriter • Insurance Benefit Counselor • Workers Compensation Claims Examiner • Casualty Insurance Claims Examiner • Liability Specialist • Insurance Professional • Property Manager • Real Estate Manager • Sports Trainers

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Sacramento, California AreaFinancial Associatesince Mar 2013CLS Investments, LLC - West CoastVice President of SalesMar 2011 - Dec 2012
Certifications:
Series 6, 7 & 63, FINRA
Life, Health, Annuity, Variable License, CA Deptartment of Insurance
Full Profile

Christopher Farnum Sacramento, CA

Professions & Specialties

Banking Professional • Mortgage Broker • Financial Associate • Teller • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Agent • Client Service Officer • Sales Representative • Construction • Customer Service

Experience & Education

Title:
Banking Professional
Location:
Sacramento, California Area
Industry:
Banking
Work history:
First Horizon Home Loans Wholesale Account ExecutiveJun 2003 - Jul 2009CHASE HOME MORTGAGE Wholesale Account ExecutiveAug 2002 - Jun 2003
Full Profile

York Ng Sacramento, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Customer Service • Client Service Officer • Chief Administrative Officer • Chief Executive • Student Worker • Marketing Professional • Advertising Sales Agent • Researcher • Survey Researcher • Lawyers

Experience & Education

Position:
Financial Associate at WholeSoy & Co.
Location:
Sacramento, California Area
Industry:
Government Relations
Work history:
WholeSoy & Co. - San Francisco Bay AreaFinancial Associatesince May 2011WholeSoy & Co. - San Francisco Bay AreaAdministrative AssistantSep 2010 - Aug 2011
Skills:
Research, Public Relations, Community Outreach, Customer Service, Sales, Time Management,...
Full Profile

Jolene Prosser Sacramento, CA

Professions & Specialties

Banker • Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Personal Banker at JPMorgan Chase
Title:
Personal Banker
Location:
Sacramento, California Area
Industry:
Banking
Work history:
JPMorgan Chase Personal Bankersince 2004Etrade Financial Financial AssociateFeb 2003 - Oct 2003
Full Profile

Jolene Prosser Sacramento, CA

Professions & Specialties

Banker • Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Personal Banker at JPMorgan Chase
Title:
Personal Banker
Location:
Sacramento, California Area
Industry:
Banking
Work history:
JPMorgan Chase Personal Bankersince 2004Etrade Financial Financial AssociateFeb 2003 - Oct 2003
Full Profile

Caitlin Donaldson Sacramento, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Research Analyst • Research Assistant • Survey Researcher • Researcher • Administrative Associate • Administrative Clerk • Clerical Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Research Analyst at The Center for Strategic Economic Research
Location:
Sacramento, California Area
Industry:
Research
Work history:
The Center for Strategic Economic Research Research Analystsince Feb 2009Beth Israel Deaconess Medical Center Administrative Assistant IIJul 2007 - Oct 2008
Full Profile

Ross Johnson Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Associatesince Mar 2011Sacramento River Cats Baseball Club Senior Group Events ExecutiveJan 2010 - Feb 2011
Full Profile

Brad Johnson Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Associatesince Jul 1981
Full Profile

Kevin Nelson Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Thrivent Financial for Lutherans
Title:
Financial Associate at Thrivent Financial for Lutherans
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Consultantsince Oct 2008
Full Profile

Tara Asvitt Sacramento, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Asvitt Photography
Title:
Owner, Asvitt Photography
Location:
Sacramento, California Area
Industry:
Photography
Work history:
Asvitt Photography Ownersince Apr 2010A.G. Edwards Financial AssociateNov 2004 - Sep 2009
Full Profile

Sean Sowers Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Associate at Aladino Financial Services, Inc.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Aladino Financial Services, Inc. Financial Associatesince 2004H&R Block Financial Advisors Financial Advisor2003 - 2004
Full Profile

Cindy Baer Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Assistant Financial Associate at Thrivent Financial
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Thrivent Financial Assistant Financial Associate
Full Profile

Angela Allen Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Associate
Full Profile

Brian Wilson Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Community Service Manager • Government Administration Professional • Supporting Member • Analyst • Team Member • Analysts • Marketing Manager • Independent Contractor • Contractor • Field Marketing Specialist • Market Research Analyst • Marketing Administrator • Certified Public Accountant • Finance and Accounting Specialist • Financial Analyst • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Programmer Analyst • Information Systems Analyst • IT Analyst • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Staff Services Manager (Specialist) at California State Parks
Location:
Sacramento, California Area
Industry:
Government Administration
Work history:
California State Parks Staff Services Manager (Specialist)since Jan 2011California State Parks Associate Personnel Analyst, Special ProjectsMar 2009 - Jan 2011
Financial Associate at Etrade Financial
Full Profile

Lily Dvornikov Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Chief Accountant • Account Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Supervisor at Mann, Urrutia, Nelson, CPAs
Location:
Sacramento, California Area
Industry:
Accounting
Work history:
Mann, Urrutia, Nelson, CPAs - Sacramento, California AreaSupervisorsince May 2013GALLINA LLP Senior AccountantJan 2008 - Apr 2013
Languages:
English, Russian
Financial Associate at Citibank
Full Profile

Jibran Khan Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Investor • Student Worker • Accounting Analyst • Analyst • Analysts • Master of Science • User Interface Designer • Software Developers

Experience & Education

Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Xpert Source Inc Financial Analyst InternJan 2010 - Aug 2010EMC Mortgage Inc Financial AnalystFeb 2007 - Jun 2007
Skills:
Internal corporate development, risk assessment, capital budgeting and forecasting, M&As, mortgage...
Financial associate with experience in modeling
Full Profile

James Evans Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Apprentice • Recognition • Analysts • Area Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Region Manager • Student Worker • Bartender • Team Member • Chief Executive • Dean • Higher Education Professional • School Administrator • Educational Manager • Master of Science • Sales Representative

Experience & Education

Position:
Portfolio Analyst at Empyrion Wealth Mgmt Inc.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Empyrion Wealth Mgmt Inc. - Roseville CAPortfolio Analystsince Oct 2012Morgan Stanley - FolsomInternFeb 2012 - Jun 2012
Languages:
English, French
Financial Associate at Next Level Advisors
Full Profile

Jonathan Janzen Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Advertising Professional • Advertising Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member

Experience & Education

Position:
Team Lead at Paramount Equity
Location:
Sacramento, California Area
Industry:
Marketing and Advertising
Work history:
Paramount Equity - Roseville, CaliforniaTeam Leadsince Mar 2011Paramount Equity Mortgage Account ManagerFeb 2010 - Feb 2011
Financial Associate at Ernst & Young
Full Profile

Jon Janzen Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Title:
Account Manager at Paramount Equity Mortgage
Location:
Sacramento, California Area
Industry:
Real Estate
Financial Associate at Ernst & Young
Full Profile

E Minton Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Speaker • Spokesperson • Representative • Sales Representative • School Administrator • Educational Manager

Experience & Education

Title:
Franchise Recruiting & Engagement Manager at Ameriprise Financial
Location:
Sacramento, California Area
Industry:
Financial Services
..Principal Delegate at Ameriprise Financial Associate Financial Advisor at Ameripris..
Full Profile

Mark Martinez Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Policy Analyst • Supporting Member • Analysts • Team Member • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Operations Manager • Community Service Manager • Automotive Professional

Experience & Education

Position:
Associate Government Policy Analyst at State of California
Title:
Program Analyst
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
State of California Associate Government Policy Analystsince Feb 2008Enterprise Rent-A-Car Account ManagerMay 2003 - Feb 2008
Financial Associate at AG Edwards
Full Profile

Frederick Ferrara Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compliance Manager • Director • Operations Manager

Experience & Education

Title:
The Mutual Fund Store
Location:
Sacramento, California Area
Industry:
Financial Services
Financial Associate at Thrivent Financial for Luth..
Full Profile

Richard Morgan Sacramento, CA

Professions & Specialties

Financial Associate • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Account Manager • Representative

Experience & Education

Work

Company:
Rbc wealth management
Trust officer
Company:
Td wealth management, trust services - Toronto, ON
Senior account manager
Full Profile

Sarah Edson Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Produce Manager • Production Manager

Experience & Education

Title:
Internet Consultant
Location:
Sacramento, California Area
Industry:
Internet
Financial Associate at Capricorn Management
Full Profile

Wilfrido Guevara Sacramento, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Work

Company:
Tri counties bank
Senior banker
Company:
Tri counties bank
Assistant branch manager
Full Profile




Sub-specializations

Financial Associate  (25)
Financial Consultant  (942)