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Financial Associates in San Jose, CA

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25 results found

Alice Meyer San Jose, CA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentMarketing ManagerMarketing AdministratorSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPerformer

Experience & Education

Position:
Associate Marketing Manager at PayPal
Location:
San Jose, California
Industry:
Financial Services
Work history:
PayPal - San Jose, CAAssociate Marketing Managersince Mar 2013Thrivent Financial - San Francisco Bay AreaFinancial AssociateJun 2008 - Mar 2013
Skills:
Financial Planning, Securities, Series 7, Series 66, Marketing, Communication Skills, Work Well...
Certifications:
Fraternal Insurance Couselor, The American College
Series 7 License, Kaplan University

Yang Yang San Jose, CA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentFinancial Analyst

Experience & Education

Work

Company:
Trinuc llc
Financial associate
Company:
Tao's global group inc - Chicago, IL
Financial analyst

Skills

SAP (FICO Module) 6.0, SAS, SQL, Excel, PowerPoint, VBA, Eviews, HTML, MS Office.

Jay Yueh San Jose, CA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentCashierComputer Network ProfessionalNetwork AdministratorOperations Manager

Experience & Education

Work

Company:
Citi
Financial associate
Company:
L&l hawaiian barbeque - Milpitas, CA
Cashier

Skills

Microsoft Excel, Microsoft Powerpoint, Outlook, Sharepoint, ADP

Cassandra Lopez San Jose, CA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentExecutive Administrative AssistantAdministrative AssociateAdministrative ClerkClerical SpecialistBartenderShift ManagerManagers

Experience & Education

Work

Company:
Comerica
Executive administrative assistant
Company:
Citibank - San Jose, CA
Financial associate

Skills

Microsoft Office Guru, Customer Service Specialist, Detail-Oriented, Highly Organized, Team Player

Japneet Singh San Jose, CA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentManagement ConsultantManagement AnalystAnalysts

Experience & Education

Work

Company:
Citibank
Financial associate
Company:
Eshaan enterprises - Gilroy, CA
Management consultant

Jeffrey Bumgardner San Jose, CA

Professions & Specialties

Business AnalystSubject Matter ExpertAnalystAnalystsSkilled ProfessionalMaster of ScienceSales AgentSales RepresentativeSystems AnalystIT AnalystHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Business Analyst III at Sprint Nextel
Location:
San Jose, California
Industry:
Telecommunications
Work history:
Sprint Nextel - Reston, VA / CA RemoteBusiness Analyst IIIsince Oct 2005Nextel Retail Stores - Reston, VAFinancial Systems AnalystJan 2004 - Oct 2005
ER PFS Financial Associate at Northwestern Memorial Hospi..

Jennifer Clark San Jose, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupervisorApprenticeManagersStudent WorkerVice PresidentOperations ManagerDirector of OperationsChief ExecutiveCashierEntertainment ProfessionalEntertainerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTraining and Coaching ProfessionalProfessional Development Teacher

Experience & Education

Position:
Auto Damage Adjuster at GEICO
Location:
San Jose, California
Industry:
Insurance
Work history:
GEICO Auto Damage Adjustersince Jan 2011Japanese Friendship Garden of InternSep 2010 - Jan 2011
Languages:
Japanese
Financial Associate at Citibank

Lisa Domingo San Jose, CA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantContractorOffice ClerkClerical SpecialistIndependent Business OwnersCoordinatorExecutive Administrative AssistantBusiness AdministratorManagersAdministrative AssociateAdministrative ClerkServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeOperations Manager

Experience & Education

Work

Company:
San jose mercury news
Executive assistant - interactive digital media
Company:
Philips lumileds - San Jose, CA
Ea - contractor

Skills

Organization and attention to detail, Executive Travel Arrangements, Time Management with ability...

Jordan Jameson San Jose, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberSales Representative

Experience & Education

Title:
Financial Services Professional
Location:
San Jose, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors Temp2011 - 2011UBS Financial Services, Inc. Senior Registered Client Service AssociateNov 2007 - Feb 2009
Registered Financial Associate at A G Edwards & Sons

Brent Wong San Jose, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentGovernment Administration ProfessionalCounselorAdvisorCommunity Service ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMathematician

Experience & Education

Position:
Eligibility Worker at County of Santa Clara
Title:
Eligibility Worker
Location:
San Jose, California
Industry:
Government Administration
Work history:
County of Santa Clara Eligibility WorkerTD Ameritrade - Campbell, CAInvestment ConsultantJun 2009 - Oct 2011
Skills:
Asset Allocation, Series 7, Investments
Licensed Financial Associate at WM Financial Service

Sallie Chung San Jose, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer ServiceAccount ManagerBusiness AdministratorBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Chase
Personal banker (licensed)
Company:
Meriwest credit union
Financial service representative

M L San Jose, CA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerCustomer ServiceDirectorProject ManagersOperations ManagerBachelor of ScienceManagers

Experience & Education

Work

Company:
Agi publishing, inc
Account executive
Company:
Alpha kappa omega fraternity, inc
Active alumni member

Chithra Ekambaram San Jose, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentContractorMarketing InternMarketing ProfessionalAdvertising Sales AgentIndependent Business Owners

Experience & Education

Work

Company:
Priority solutions - Swedesboro, NJ
Contractor
Company:
Theatreworks usa - New York, NY
Marketing intern

Fred Chao San Jose, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentInsurance ActuaryStatisticianAnalystAnalystsAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Ryker ediscovery - Redwood Shores, CA
Strategy and business development
Company:
Robert w. johnson & associates
Actuary/analyst

Michelle Mendonca San Jose, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief AccountantAccounts Payable SpecialistAccount ManagerAccounts PayableBookkeeper

Experience & Education

Work

Company:
Palo alto medical foundation-camino division - Palo Alto, CA
Senior accountant
Company:
Palo alto medical foundation-camino division - Palo Alto, CA
Accounts payable specialist

Paul Ferreris San Francisco, CA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounts PayableAccounts Payable SpecialistAccounts ReceivableAccounting BookkeeperBookkeeperOffice AssistantOffice ClerkClerical SpecialistHuman Resource ManagerRecruitmentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeTeam MemberAccount Service ManagerDeputy ManagerChief ExecutiveOperations ManagerLawyersAutomotive Professional

Experience & Education

Position:
Financial Associate at Stanford University
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Stanford University - Stanford, CAFinancial Associatesince Nov 2012WealthPLAN - San Jose, CAOffice ManagerJan 2012 - Dec 2012

Smita Basak San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentArts ProfessionalFounderDirectorFounding MemberChief ExecutiveOperations ManagerInstructorPedagogueMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTeam MemberAnalystsSales Representative

Experience & Education

Position:
Founder at Shylan LLC, Director of Youth Programs at Project Pulse Dance Company (Sole Proprietorship)
Title:
Performing Arts Professional
Location:
San Francisco Bay Area
Industry:
Performing Arts
Work history:
Shylan LLC - Los Altos, CAFoundersince Sep 2009Project Pulse Dance Company - San Jose,CADirector of Youth Programssince Sep 2008
Financial Associate at Morgan Stanley Venture Part..

Alan Lim San Francisco, CA

Professions & Specialties

Systems ArchitectInformation Technology SpecialistSoftware DevelopersIT SpecialistSecurityCustomer ServiceClient Service OfficerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonCertified Nurse AideNurseNurse PractitionerChemistOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Systems Engineer, SoC Division at Microsemi
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Microsemi - San Jose, CASystems Engineer, SoC Divisionsince Aug 2011Actel, now Microsemi Desktop AdministratorSep 2005 - Aug 2011
Skills:
Troubleshooting, Windows, Software Documentation, Print Servers, Exchange ActiveSync, Windows 7,...
Financial Associate at Citibank

Mariana Badra Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentApprenticePsychiatristPsychiatric SpecialistMaster of EducationModelStudent WorkerHospital Care ProfessionalPsychology SpecialistHealth ProfessionalHealth PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Graduate student at UCLA
Location:
Greater Los Angeles Area
Industry:
Mental Health Care
Work history:
Kaiser Permanente - Greater Los Angeles AreaIntern in Outpatient Department of PsychiatrySep 2010 - May 2011Twin Towers LA County Correctional Facility Psychiatric SW InternSep 2009 - May 2010
Financial Associate at Citibank

Leigh Ann Chow New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProject ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentProject ManagersChief ExecutiveTeam MemberOperations ManagerParalegal

Experience & Education

Title:
Experienced Business Professional
Location:
Vietnam
Industry:
Financial Services
Work history:
Operation Reunite - Ho Chi Minh City, VietnamProject Manager2012 - 2013Citigroup - New York, NYVice President, Investments2005 - 2012
Financial Associate at TechCU Financial

Andrew Marcelino San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagement ConsultantApprenticeManagement AnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerOperations Manager

Experience & Education

Title:
Recent Finance Graduate, Santa Clara University
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
InnVision the Way Home - San Jose, CAManagement Consultant InternApr 2012 - Jun 2012Office of Marketing & Communications, Santa Clara University - Santa Clara, CaliforniaStudent Intern, Creative ServicesOct 2008 - Jun 2012
Skills:
Financial Analysis, French, PeopleSoft Financial, Excel, Financial Modeling, Strategic Consulting,...
Languages:
English, French
Financial Associate Intern at Raymond James & Asso..

Aaron Holquin San Francisco, CA

Professions & Specialties

Financial AssociateLoan ProcessorFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficerLoan OfficersFinance and Accounting SpecialistAuditorAccounting BookkeeperBookkeeperWeb DesignerComputer Software ProfessionalWebsite DeveloperSoftware DevelopersGraphic Design SpecialistGraphic DesignerBusiness AdministratorManagersBachelor of ScienceOperations Manager

Experience & Education

Position:
Senior Revenue Accountant at Symantec
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Symantec - Mountain View, CASenior Revenue Accountantsince Apr 2012Ernst & Young - San Jose, CASenior AuditorSep 2009 - Apr 2012
Skills:
Revenue Recognition

Laura Cali San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceCompensations and Benefits

Experience & Education

Position:
Relationship Manager at MassMutual
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
MassMutual - Santa Clara, CARelationship Managersince Oct 2012MorganStanley SmithBarney LLC - 2725 Sand Hill Road Suite 130 Menlo Park, CA 94025Relationship ManagerJan 2012 - Oct 2012
Senior Registered Financial Associate

Robert Mccoy San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantAccounting BookkeeperBookkeeperManagerOperations ManagerHuman Resources SpecialistRecruitmentJava DeveloperC++ DeveloperComputer Network ProfessionalSoftware DeveloperSoftware DevelopersNetwork AdministratorFinance and Accounting SpecialistChairpersonOwnerCorporate ExecutiveChief ExecutivePersonnel SpecialistInformation Technology SpecialistNetwork Systems AdministratorSystems AdministratorComputer Systems AdministratorIT SpecialistBachelor of ArtsPsychologistBiotechnology ProfessionalBiologistBiological ScientistHospital Care ProfessionalPsychology SpecialistHealth ProfessionalHealth PractitionerAdvisor

Experience & Education

Position:
Sourcer - Through Aerotek at Gilead Sciences
Title:
Sourcer at Gilead Sciences
Location:
San Francisco Bay Area
Industry:
Staffing and Recruiting
Work history:
Gilead Sciences - Foster City, CaSourcer - Through Aeroteksince Mar 2013WinMax Systems - Milpitas, CaRecruiting ExecutiveJul 2012 - Mar 2013
Financial Associate at Citi Bank

Ken Mccanless Ferndale, CA

Professions & Specialties

Financial Services Sales AgentCorrespondentReporterChairpersonChief ExecutiveEditorial WriterMarketing ManagerOperations ManagerCounselorResident AdvisorInterviewerAdvisorOrganization ManagementResearcherSurvey ResearcherHostAgentSales RepresentativeBachelors DegreeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Correspondent at Ferndale Enterprise, Chair at North Coast Young Democrats
Title:
Correspondent at Ferndale Enterprise
Location:
Ferndale, California
Industry:
Writing and Editing
Work history:
Ferndale Enterprise Correspondentsince Mar 2013North Coast Young Democrats - Eureka, CAChairsince Jan 2013
Financial Associate at Golden Horizon Financial


Financial Associates near San Jose, CA02468Mountain ViewFremontPalo AltoMilpitasCupertinoCampbellSanta ClaraLos GatosSunnyvaleLos Altos



Financial Associates around San Jose, CA

Campbell  (3)
Cupertino  (4)
Fremont  (7)
Los Altos  (1)
Los Gatos  (1)
Milpitas  (4)
Palo Alto  (6)
Santa Clara  (2)
Sunnyvale  (1)

Financial Associates in California

Sub-specializations

Financial Associate  (25)