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Financial Associates in California

Financial Associates in Santa Ana, CA

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56 results found

Marcelina Malave Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Analyst • Analysts • School Principal • School Administrator • Educational Manager • Cashier • Operations Manager • Corporate Executive • Financial Officer • Financial Manager • Receptionist • Front Desk Clerk • Business Administrator • Front Office Receptionist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Scientist

Experience & Education

Position:
Financial Associate - Regulatory Reporting, Securitization, Servicing and Asset Sales at JPMorgan...
Title:
Financial Associate at JPMorgan Chase
Location:
Orange County, California Area
Industry:
Accounting
Work history:
JPMorgan Chase - Jersey City, NJFinancial Associate - Regulatory Reporting, Securitization, Servicing and Asset Salessince Jan 2012JPMorgan Chase Operations AnalystAug 2007 - Dec 2011
Full Profile

Vincent Yancoskie Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Owner • Chief Executive • Independent Contractor • Contractor • Advertising Professional • Advertising Sales Agent • Customer Service • Client Service Officer • Independent Business Owners • Marketing Manager • Managers • Market Research Analyst • Web Marketer • Internet Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Arts and Crafts Specialist • Craft Artist • Computer Specialist

Experience & Education

Position:
Chief Marketing Officer at Prism Game Studios, Financial Associate at Citibank, Owner at Wired Art...
Title:
Chief Marketing Officer at Prism Game Studios
Location:
Orange County, California Area
Industry:
Marketing and Advertising
Work history:
Prism Game Studios - Fountain Valley, CAChief Marketing Officersince Jul 2012Citibank - Costa Mesa, CAFinancial Associatesince Jan 2011
Skills:
Market Research, Customer Service, Retail, PowerPoint, E-commerce, Microsoft Office, Research,...
Languages:
English, German, Spanish
Full Profile

Peter Brakke Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security

Experience & Education

Position:
Owner at Chick-fil-A
Title:
Owner/Operator of Chick-fil-A at Tustin Legacy
Location:
Orange County, California Area
Industry:
Food & Beverages
Work history:
Chick-fil-A - Tustin LegacyOwnersince Jan 2011Thrivent Financial for Lutherans Financial AssociateJun 2008 - Feb 2012
Full Profile

Fiona Hernandez Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Security

Experience & Education

Position:
Financial Associate at Citi
Location:
Orange County, California Area
Industry:
Airlines/Aviation
Work history:
Citi - Florham Park, NJFinancial Associatesince Feb 2011American Airlines International Security Co-ordinator (ISC)Mar 1990 - Jun 1997
Full Profile

Barbara Lai Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Associate at Citibank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Citibank Financial Associate
Full Profile

Kyle Barrette Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Sewer • Construction • Team Member • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales at HD Supply
Title:
Sales at HD Supply Waterworks
Location:
Orange County, California Area
Industry:
Banking
Work history:
HD Supply - Santa AnaSalessince Mar 2011Citibank Financial AssociateOct 2009 - Mar 2011
Full Profile

Nora Eran Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Associate at Citibank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Citibank Financial Associate
Full Profile

Danica Golden Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • PR and Communications Professional • Administrative Associate • Public Relations Professinal • Administrative Clerk • Clerical Specialist • Office Clerk • Managers • Team Member • Accounting Bookkeeper • Bookkeeper • Operations Manager • Professional Development Teacher

Experience & Education

Position:
Financial Advisor at Thrivent Financial for Lutherans
Title:
Financial Associate at Thrivent Financial for Lutherans
Location:
Orange County, California Area
Industry:
Public Relations and Communications
Work history:
Thrivent Financial for Lutherans Financial Advisorsince Mar 2012William Jordan Associates, Inc. Administrative AssistantMar 2011 - Sep 2011
Skills:
Public Speaking, Financial Planning, Event Planning, Project Coordination, Budget Management
Full Profile

Steve Johnson Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Associate at Stevenson Financial
Location:
Orange County, California Area
Industry:
Banking
Work history:
Stevenson Financial Financial Associate
Full Profile

Mitra Gangei Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • Business Systems Analyst • IT Specialist • IT Analyst • Counselor • Advisor • Team Member • Analysts • HR Manager • Employee Relations Manager • Employee Relations Specialist • Labor Relations Specialist

Experience & Education

Title:
Information Technology and Services Professional
Location:
Orange County, California Area
Industry:
Information Technology and Services
Work history:
Pacific Symphony Financial AssociateSep 2009 - Mar 2010Mercury Insurance, Apex Systems INC Sr. Business Systems Analyst/ConsultantSep 2008 - Nov 2008
Full Profile

Roshni Mehra Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainers

Experience & Education

Position:
Cash Desk Associate at PIMCO
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
PIMCO Cash Desk Associatesince Dec 2010Faison Wealth & Retirement Services Head of Marketing & Financial AssociateJul 2010 - Dec 2010
Skills:
Portfolio Management, PowerPoint, Accounting, Microsoft Excel, Financial Analysis
Full Profile

Layla Rushing Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manufacturing Laborer • Laborer • Corporate Executive • Chief Executive

Experience & Education

Title:
Financial Associate
Location:
Orange County, California Area
Industry:
Financial Services
Full Profile

Chiying Tseng Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Information Specialist • IT Specialist • Director • Operations Manager • Organization Management • Analysts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial associate at North America Taiwanese Students’ Association
Location:
Orange County, California Area
Industry:
Accounting
Work history:
North America Taiwanese Students’ Association Financial associatesince Jul 2009Polaris Securities Corporation Financial Information SpecialistAug 2004 - Sep 2006
Full Profile

Matthew Burnias Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Philanthrope • Non-Profit • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans
Title:
Financial Associate at Thrivent Investment Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Lake Forest, CaliforniaFinancial Associatesince Nov 2011
Full Profile

Meredith Dufield Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Representative

Experience & Education

Position:
Owner at Heart 2 Serve Services
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Heart 2 Serve Services Ownersince Jan 2009Thrivent Financial Financial AssociateApr 2006 - Dec 2008
Full Profile

Stephanie Mccarron Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Facility Manager • Facilities Specialist • Construction • Operations Manager • Director of Operations

Experience & Education

Title:
Operations and Facility Manager
Location:
Orange County, California Area
Industry:
Facilities Services
Work history:
Microsoft Operations ManagerDec 1991 - May 2009Apple Inc. Business and Financial AssociateJan 1988 - Jul 1991
Full Profile

Shalane Shanefelt Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Registered Sales Assistant at US Bancorp Investments
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
US Bancorp Investments Registered Sales Assistantsince Jun 2010WaMu Investments Financial AssociateFeb 2007 - May 2010
Full Profile

Daniel Kean Santa Ana, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Associate at Thrivent Financial for Lutherans
Location:
Orange County, California Area
Industry:
Financial Services
Full Profile

Annamarie Chevrier Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Registered Financial Associate at Wells Fargo Advisors, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Senior Registered Financial Associate
Full Profile

Nicole Winters Santa Ana, 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 Crystal Cove Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Crystal Cove Wealth Management Financial Associate
Full Profile

Shawn Jin Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Position:
Owner at Personal Financial Associate
Title:
Owner, Personal Financial Associate
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Personal Financial Associate Owner
Full Profile

Carl Haddad Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Chief Accountant • Account Manager • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Advisor • Construction • Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Public Accountant • Accounting Bookkeeper • Bookkeeper • Student Worker • School Administrator • Educational Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Fund Controller at American Realty Advisors
Location:
Orange County, California Area
Industry:
Accounting
Work history:
American Realty Advisors Fund Controllersince Jan 2010Ernst & Young, LLP SUPERVISING SENIOR ACCOUNTANT IIIDec 2006 - Jul 2009
Skills:
Audit and accounting, cash flow analysis, financing, franchising, mergers and acquisition
Financial associate with broad experience in all a..
Full Profile

Algernon Lam Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Financial Director • Financial Officer • Financial Manager • Master of Business Administration • Apprentice • Student Worker • Chief Accountant • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Project Managers • Butler • Project Manager • Personal Care Aide • Agent • Sales Representative • Model • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Senior Financial Analyst at Fresh Enterprses (Baja Fresh, La Salsa & Canyons Burgers)
Title:
Sr. Financial Analyst at Baja Fresh
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Fresh Enterprses (Baja Fresh, La Salsa & Canyons Burgers) - Irvine, CASenior Financial Analystsince Nov 2011Phresh Kids, LLC - Santa Monica, CAFinance Manager - MBA InternJan 2011 - Nov 2011
Skills:
Financial Analysis, Accounting, Excel, Financial Reporting, Strategic Planning, Planning,...
Languages:
Vietnamese
Full Profile

Cathy Scanlon Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Buyer • Client Service Officer • Buyer and Seller • Sales Representative • Homebuilder • Builder • Construction Specialist • Construction Laborer • Advertising Professional • Advertising Sales Agent • Model • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Marketing Professional • Market Research Analyst • Entertainer • Art Director • Managers • Team Member • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Account Coordinator
Location:
Orange County, California Area
Industry:
Marketing and Advertising
Work history:
Roxburgh - Costa MesaAccount CoordinatorJan 2012 - Nov 2012Hayes Martin Associates Account CoordinatorJun 2011 - Oct 2011
Financial Associate at Citibank
Full Profile

Meghan Ryan Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Marketing Administrator • Brand Planner • Market Analyst • Brand Representative • Market Research Analyst • Computer Software Professional • Software Developers • Chief Executive Officer • Corporate Executive • Chief Executive • Information Technology Specialist • IT Specialist • Automotive Specialist • Automotive Professional • PR and Communications Professional • Public Relations Specialist • Public Relations Professinal • Animal Care Giver • Animal Caretaker

Experience & Education

Position:
Marketing Manager at Xavor
Location:
Orange County, California Area
Industry:
Computer Software
Work history:
Xavor Marketing Managersince Nov 2012Xavor Marketing CoordinatorMay 2012 - Nov 2012
Head Financial Associate at Citibank
Full Profile

Michael Louie Santa Ana, CA

Professions & Specialties

Teller • Financial Services Professional • Financial Services Sales Agent • Senior Analyst • Analyst • Pilot • Analysts • Air Transportation Worker • Business Administrator • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Master of Business Administration • Psychologist • Psychology Specialist • Operations Manager

Experience & Education

Position:
Senior Analyst at PIMCO
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
PIMCO Senior Analystsince Jan 2009PIMCO - Newport Beach, CAAnalystNov 2006 - Dec 2008
Financial Associate at LPL Financial Services
Full Profile

Dan Kean Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Marketing Intern • Marketing Professional • Advertising Sales Agent • Vice President • Chief Administrative Officer • Chief Executive • Operations Manager • Student Worker

Experience & Education

Position:
Investment Advisor Representative at BondStreet Wealth Management, LLC, Investment Advisor...
Title:
Representative at Madrona Funds, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
BondStreet Wealth Management, LLC - Orange County, California AreaInvestment Advisor Representativesince Sep 2011Madrona Funds, LLC - Orange County, California AreaInvestment Advisor Representativesince Sep 2011
Financial Associate at Thrivent Financial for Luth..
Full Profile

Scott Soldan Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Policy Analyst • Leader • Supporting Member • Analysts • Managers • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Title:
Analyst
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
NorthStar Life Services, LLC - Irvine, CaliforniaSenior Policy AnalystApr 2008 - Jan 2013John P. Deily, Attorney at Law - Irvine, CaliforniaOffice Associate (Temporary Position)Apr 2007 - Apr 2008
Financial Associate at Equita Financial Services
Full Profile

Kal Dakak Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Financial Analyst • Board Member • Management Team Executive • Operations Manager • Chief Accountant • Finance and Accounting Specialist • Certified Public Accountant • Account Manager • Accounting Bookkeeper • Bookkeeper • Business Analyst • Business Administrator • Non-Profit • Analysts • Recruitment • Consumer Goods Professional • Commodities Clerk • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Sr. Financial Analyst at Wells Fargo Bank, Board Member- JDRF at Board Member
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Wells Fargo Bank Sr. Financial Analystsince Mar 2008Board Member Board Member- JDRFsince 2008
Skills:
Financial analysis, Budgeting/Forecasting, Long Range Business Plan, Pricing analyst, Financial...
Full Profile

Catherine Casady Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • PR and Communications Professional • Apprentice • Public Relations Professinal • Senator • Legislator • Student Worker • Chief Executive • Organization Management • Non-Profit • Managers • Administrative Clerk • Clerical Specialist • Vocalist • Singer

Experience & Education

Position:
Director at Boys and Girls Club
Location:
Orange County, California Area
Industry:
Public Relations and Communications
Work history:
Boys and Girls Club Directorsince Dec 2008Office of Senator InternJan 2009 - May 2009
Skills:
Presentation and Training, Event Coordination, Social Networking, Product Promotion, Conducting...
Financial Associate at Citibank
Full Profile

Kyle Auslander Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Service Manager • Service Operations Expert • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Medical Assistant • Medical Assistant • Healthcare Support • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Client Service Manager at First Foundation, Inc.
Location:
Orange County, California Area
Industry:
Banking
Work history:
First Foundation, Inc. - IrvineClient Service Managersince Aug 2012Chase - Foothill RanchLicensed Personal BankerOct 2010 - Aug 2012
Skills:
Accounting, Legal Advice, Mortgage Lending, Credit, Life Insurance, Retirement Planning,...
Financial Associate at Wamu Investments
Full Profile

Kalid Dakak Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Financial Analyst • Board Member • Management Team Executive • Operations Manager • Certified Public Accountant • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Recruitment • Human Resources Specialist • Master of Business Administration • Bachelor of Science • Consumer Goods Professional • Commodities Clerk • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Sr. FA at Allianz Global Investors, Board Member- JDRF at Board Member
Title:
Sr. Financial Analyst
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Allianz Global Investors Sr. FAsince 2011Board Member Board Member- JDRFsince 2008
Languages:
English, ARABIC
Financial Associate at Great Western Bank
Full Profile

Brianna Ramsey Santa Ana, CA

Professions & Specialties

Financial Services Sales Agent • Senior Associate • Research Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Senior Associate at State Street
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
State Street Senior Associatesince Sep 2009State Street Associate II2007 - Sep 2009
Financial Associate at NDR Inc
Full Profile

Pat Robinson Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Senior Director • Senior Manager • Operations Manager • Oncologist • Medical Practice Professional • Medical Practitioner • Notary • Lawyers • Bachelor of Science • Business Administrator • Managers • Team Member

Experience & Education

Position:
Senior Director, Project Management at Allergan
Title:
Senior Director, Project Management at Allergan, Inc.
Location:
Orange County, California Area
Industry:
Pharmaceuticals
Work history:
Allergan - Irvine, CASenior Director, Project Managementsince Jun 2010Pfizer, Inc. Senior Director, Oncology Portfolio Management2003 - Jun 2010
Full Profile

Maryann Wahba Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Information Technology Specialist • IT Specialist • Client Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Financial Analyst at Ingram Micro
Title:
Financial Analyst at Ingram Micro
Location:
Orange County, California Area
Industry:
Information Technology and Services
Work history:
Ingram Micro Sr. Financial Analystsince Aug 2007Bank of America Premier Client ManagerApr 2006 - Jul 2007
Skills:
Finance, Underwriting
Financial Associate / Client Financial Analyst at..
Full Profile

Charina Lampa Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Clinical Laboratory Technician • Medical Laboratory Professional • Medical Laboratory Technologist • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assayer • Laboratory Chemist • Chemical Professional • Chemist

Experience & Education

Position:
Prof, Assoc Chem at Allergan
Location:
Orange County, California Area
Industry:
Pharmaceuticals
Work history:
Allergan - Irvine, CAProf, Assoc Chemsince Jul 2011UCLA Medical Center Lab Tech IISep 2008 - Jul 2011
Financial Associate at Citibank
Full Profile

Cassandra Calkins Santa Ana, CA

Professions & Specialties

Manager • Founding Member • Marketing Director • Owner • Operations Manager • Chief Executive • Office Assistant • Office Clerk • Clerical Specialist • Animal Doctor • Animal Care Giver • Animal Caretaker • Psychology Specialist

Experience & Education

Position:
Brokerage Manager at McQueen Kalligan Insurance Services, Inc.
Location:
Orange County, California Area
Industry:
Insurance
Work history:
McQueen Kalligan Insurance Services, Inc. Brokerage Managersince Sep 2010Rauhaus Freedenfeld & Associates West Coast Office ManagerOct 2009 - Mar 2010
Skills:
Fixed Annuities, Retirement Planning, Microsoft Office, Retirement, Life Insurance, Insurance,...
Financial Associate at Thrivent Financial for Luth..
Full Profile

Patricia Ramirez Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Marketing Manager • Vice President • Chief Executive • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Market Research Analyst • Marketing Professional • Advertising Sales Agent • Entertainment Professional • Entertainer • Property Manager • Real Estate Manager

Experience & Education

Position:
Assistant Vice President, West Zone Marketing Manager at Marsh
Title:
Assistant Vice President, West Marketing Manager at Marsh
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Marsh Assistant Vice President, West Zone Marketing Managersince Jun 2010Marsh Marketing and Operations SpecialistAug 2007 - Jun 2010
Skills:
Financial Analysis, Marketing Strategy, Strategic Planning, Business Development, Market Research
Financial Associate at Bacchus Development
Full Profile

Paula Pechar Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Process Analyst • Security • Analysts • Human Resources Specialist • Talent Acquisition Advisor • Talent Manager • Recruitment • Talent Agent • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Administrative Clerk • Clerical Specialist • IT Analyst • Project Managers • Property Manager • Real Estate Manager

Experience & Education

Position:
Sr. HRMS Business Process Analyst at First American Title, Business Process Analyst at Triumph...
Title:
Sr. HRMS Business Process Analyst at First American Title
Location:
Santa Ana, California
Industry:
Insurance
Work history:
First American Title Sr. HRMS Business Process Analystsince Sep 2012Triumph Group - formerly Vought Aircraft, Inc - Hawthorne, CABusiness Process Analystsince Jan 2001
Financial Associate at Triumph Group
Full Profile

Richard Worley Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager at Residential Home Funding
Title:
Mortgage Banker
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Residential Home Funding Branch Managersince May 2013Network Capital Funding Corporation Senior BankerMay 2012 - Apr 2013
Financial Associate at JPMorgan Chase
Full Profile

Sandy Calkins Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Office Assistant • Office Clerk • Clerical Specialist • Hairdresser

Experience & Education

Title:
Brokerage Manager at McQueen Kalligan Insurance Services, Inc.
Location:
Orange County, California Area
Industry:
Insurance
Full Profile

Sandra Calkins Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Office Assistant • Office Clerk • Clerical Specialist • Hairdresser

Experience & Education

Title:
Brokerage Manager at McQueen Kalligan Insurance Services, Inc.
Location:
Orange County, California Area
Industry:
Insurance
Full Profile

Dan Kean Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Intern • Marketing Professional • Advertising Sales Agent • Vice President • Chief Executive • Student Worker

Experience & Education

Title:
Investment Advisor Representative at Madrona Funds, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Financial Associate at Thrivent Financial for Luth..
Full Profile

Nataliya Shcherbatko Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Manager - Financial Planning and Analysis at Trident University International
Location:
Orange County, California Area
Industry:
Information Technology and Services
Work history:
Trident University International Manager - Financial Planning and Analysissince Oct 2012Trident University International Senior Financial AnalystNov 2010 - Oct 2012
Financial Associate at AG Edwards and Sons
Full Profile

Joseph Bae Santa Ana, CA

Professions & Specialties

Financial Associate • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Senior Analyst • Analyst • Analysts • Operations Manager

Experience & Education

Position:
Finance Manager at Global Experience Specialists (GES)
Title:
Finance Manager
Location:
Orange County, California Area
Industry:
Events Services
Work history:
Global Experience Specialists (GES) Finance Managersince Jun 2011Global Experience Specialists (GES) Senior AnalystApr 2008 - Jun 2011
Full Profile

Natasha Shcherbatko Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Network Consultant • Computer Consultant • IT Consultant • Master of Business Administration • Analyst • Analysts

Experience & Education

Title:
Experienced Senior Financial Analyst looking for a dynamic career opportunity.
Location:
Orange County, California Area
Industry:
Information Technology and Services
Work history:
QLogic Senior Financial AnalystJun 2008 - Apr 2010Gateway Financial AnalystAug 2007 - May 2008
Full Profile

Joseph Bae Santa Ana, CA

Professions & Specialties

Financial Associate • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Senior Analyst • Analyst • Analysts • Operations Manager

Experience & Education

Position:
Finance Manager at Global Experience Specialists (GES)
Title:
Finance Manager
Location:
Orange County, California Area
Industry:
Events Services
Work history:
Global Experience Specialists (GES) Finance Managersince Jun 2011Global Experience Specialists (GES) Senior AnalystApr 2008 - Jun 2011
Full Profile

Kelly Lind Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisor at Chase Investment Services Corp
Title:
Financial Advisor at Chase Investment Services
Location:
Orange County, California Area
Industry:
Investment Banking
Work history:
Chase Investment Services Corp Financial Advisorsince Feb 2006Washington Mutual Financial Consultant1996 - 2009
Financial Associate at WAMU Investments
Full Profile

Tim Dunigan Santa Ana, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Commercial Real Estate Intern • Licensed Real Estate Broker • Commercial Property Manager • Property Manager • Real Estate Manager • Real Estate Sales Agent • Researcher • Survey Researcher • Student Worker

Experience & Education

Title:
Financial Professional at AXA Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Full Profile

Joe Bae Santa Ana, CA

Professions & Specialties

Trader • Financial Associate • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Senior Analyst • Analyst • Analysts • Operations Manager

Experience & Education

Title:
Senior Analyst at Global Experience Specialists (GES)
Location:
Orange County, California Area
Industry:
Events Services
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