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Financial Consultants in California

Financial Consultants in Auburn, CA

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15 results found

Daryl Seaton Auburn, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Business Administrator • Clergy • Project Managers • Marketing Manager • Corporate Executive • Operations Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
SVP, Financial Advisor at Davis Financial Advisors
Title:
Experienced Financial Professional
Location:
Auburn, California
Industry:
Financial Services
Work history:
Davis Financial Advisors SVP, Financial Advisorsince Aug 2012New York Life Insurance Company Senior PartnerJun 2000 - Aug 2012
Skills:
Coaching, Project Management, Insurance, Financial Advisory, Retirement Planning, Team Leadership,...
Full Profile

Scott Bentley Auburn, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analysts • Operations Manager

Experience & Education

Work

Company:
Bentley investments (self) - Auburn, CA
Financial advisor
Company:
A g edwards & sons - Grass Valley, CA
Financial advisor

Skills

Financial Analysis, Budgeting, Proficient in Excel, Knowledgeable in Accounting Principles, Due...
Full Profile

Keith Hentschel Auburn, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Master of Ceremonies • Entertainer • Trainer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor/Coach (www.planwelllivewell.com) at Smith-Mottini Financial Advisors, Inc.,...
Title:
Financial Coach at Smith-Mottini Financial Advisors
Location:
Auburn, California
Industry:
Education Management
Work history:
Smith-Mottini Financial Advisors, Inc. - 2520 Douglas Blvd. Suite 110 Roseville, CA. 95661Financial Advisor/Coach (www.planwelllivewell.com)since 2000Cetera Financial Group - Roseville, CAFinancial Coachsince Jan 2011
Full Profile

David Mchugh Auburn, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Sales Manager • Sales Representative • Regional Sales Consultant • Vice President • Chief Executive • Master of Science • Management Analyst • Analysts

Experience & Education

Position:
Financial Advisor at Edward Jones, Ambassador at Auburn Chamber of Commerce
Title:
Financial Advisor at Edward Jones
Location:
Auburn, California
Industry:
Financial Services
Work history:
Edward Jones - Auburn, CAFinancial Advisorsince Jun 2012Auburn Chamber of Commerce - Auburn, CAAmbassadorsince Sep 2008
Full Profile

Brian Watson Auburn, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Emergency Medical Technician • Hospital Care Professional • Paramedic • Health Professional • Health Practitioner • Owner • Chief Executive • Bookkeeper

Experience & Education

Title:
EMT
Location:
Auburn, California
Industry:
Hospital & Health Care
Work history:
Watson Wealth Development OwnerFeb 2010 - Mar 2011Busey Investment Services Financial AdvisorApr 2009 - Feb 2010
Full Profile

Jim Casey Auburn, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Financial Director • Director • Executive Vice President • Financial Officer • Financial Manager • Operations Manager • Vice President • Chief Executive • Independent Contractor • Contractor • Independent Business Owners • Management Team Executive • Recruitment • Legal Counsel • Software Developers

Experience & Education

Position:
Managing Principal at CFO Consulting Services
Location:
Auburn, California
Industry:
Environmental Services
Work history:
CFO Consulting Services - Roseville, CAManaging Principalsince 1990Envirocycle Worldwide, Inc. - Auburn, CA 95604Founding Director / EVP & Chief Financial OfficerMar 2012 - Jun 2013
Full Profile

Carolynn Fellman Auburn, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Representative • Sales Manager

Experience & Education

Work

Company:
Wedbush securities - Roseville, CA
Senior registered sales associate
Company:
Tax deferred services, inc - Citrus Heights, CA
Registered representative - financial consultant

Skills

Extremely familiar with Microsoft Office, 10 years experience with QuickBooks Pro,
Full Profile

Lisa Gordon Auburn, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers

Experience & Education

Work

Company:
Bp energy canada - Calgary, AB
Senior financial consultant
Company:
Ywca of calgary - Calgary, AB
Accounting supervisor
Full Profile

Chris Mesker Sacramento, CA

Professions & Specialties

Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Entrepreneur • Counselor • Managers • Advisor • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive • Nurse • Nurse Practitioner

Experience & Education

Position:
Franchise Executive at The Entrepreneur Authority
Title:
The Entrepreneur Authority: Matching High Caliber People with Proven Business Models
Location:
Sacramento, California Area
Industry:
Staffing and Recruiting
Work history:
The Entrepreneur Authority - Sacramento CAFranchise Executivesince Jan 2013Synergy Home Care Franchise ConsultantMar 2011 - Mar 2013
Skills:
Franchise Consulting, Franchising, Small Business, Start-ups, Entrepreneurship, Finance, Training,...
Certifications:
Registered Investment Advisor, NASD
Series 7 Stock Broker, NASD
Financial advisor/owner at Northbrook Management L..
Full Profile

Mark Bowen Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • District Manager • Sales Manager • Sales Director • Region Manager • Customer Service • Client Service Officer • Construction • Area Manager • Managers • Marketing Manager • Operations Manager • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
District Manager at Aramark Uniform Services
Location:
Sacramento, California Area
Industry:
Consumer Services
Work history:
Aramark Uniform Services - Sacramento, California AreaDistrict Managersince Dec 2012Copeland Construction Sales ManagerJan 2011 - Dec 2012
Licensed Financial Advisor at Wells Fargo
Full Profile

Doug Heisinger Auburn, CA

Professions & Specialties

Financial Services Sales Agent • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Agent • Sales Representative • Owner • Chief Executive • Mathematician

Experience & Education

Position:
Broker Associate at Lyon Real Estate
Location:
Auburn, California
Industry:
Education Management
Work history:
Lyon Real Estate - Auburn, CABroker Associatesince May 2013Golden Oak Realty - Auburn, CAReal Estate BrokerJan 2000 - May 2013
Financial Advisor at Various Broker Dealers and In..
Full Profile

Terry Miller Auburn, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Finance and Accounting Specialist • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Controlling Specialist • Manager • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Certified Medical Assistant • Medical Assistant • Healthcare Support • Business Administrator • Construction • Bachelor of Science

Experience & Education

Position:
Controller at CTU PRECAST
Location:
Auburn, California
Industry:
Financial Services
Work history:
CTU PRECAST - Olivehurst, CAControllersince Jun 2013Maki Heating and Air Conditioning - Auburn CASenior AccountantMay 2012 - May 2013
Skills:
Financial Analysis, Financial Accounting, Financial Reporting, Internal Controls, Auditing
Financial Consultant
Full Profile

Leslie Nye Auburn, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Deputy Director • Operations Manager • Deputy Manager • Chief Executive • Owner • Instructor • Pedagogue • Senior Account Executive • Client Service Officer • Senior Customer Service Representative • Doctor of Philosophy • Master of Science • Bachelor of Arts • Psychologist • Customer Service • Recruitment • Psychology Specialist

Experience & Education

Work

Company:
Devry education group, carrington college - Boise, ID
Director, career services
Company:
Devry education group, devry university - Elk Grove, CA
Associate director, career services
Full Profile

Michael Costa Auburn, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Telesales Representative • Telemarketing Specialist • Telemarketer • Area Sales Manager • Regional Sales Consultant • Sales Representative • Sales Agent • Independent Sales Representative • Sales Director • Vice President • Director • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Verizon wireless
Small business telesales specialist
Company:
Mmk sales group, inc - Sacramento, CA
Area sales manager
Full Profile

John Cutter Auburn, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Contractor • Independent Business Owners

Experience & Education

Work

Company:
Worton's market
Company:
Worton's market - Yuba City, CA
Licensed financial associate
Full Profile

Financial Consultants near Auburn, CA0189378567756945SacramentoRosevilleFolsomRancho CordovaElk GroveRocklinCitrus HeightsLincolnCarmichaelGrass Valley


Financial Consultants around Auburn, CA

Carmichael  (8)
Elk Grove  (18)
Fair Oaks  (4)
Folsom  (51)
Grass Valley  (4)
Lincoln  (9)
Loomis  (3)
Oregon House  (1)
Plymouth  (1)
Rescue  (1)
Rocklin  (18)
Roseville  (123)
Sacramento  (942)
Wheatland  (3)

Financial Consultants in California

Sub-specializations

Financial Consultant  (15)
Financial Management Analyst  (1)