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Financial Consultants in California

Financial Consultants in Beverly Hills, CA

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131 results found

Nery Gomez Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Director • Chief Executive • Operations Manager • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Wealth Management
Location:
Beverly Hills, California
Industry:
Investment Management
Work history:
Merrill Lynch - 9595 Wilshire Blvd, Ste 800, Beverly Hills, CA 90212Financial Advisorsince Feb 2012Morgan Stanley - 9665 Wilshire Blvd., Ste 600, Beverly Hills, CA 90212Financial AdvisorJan 2011 - Feb 2012
Languages:
Spanish
Full Profile

Ernesto Valdez Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Owner • Chief Executive • Corporate Executive • Entertainment Professional • Entertainer • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technical Support Specialists • Tour Guide • Team Member • Underwriter

Experience & Education

Position:
Financial Advisor at The Fraser Financial Group LLP
Title:
Chapter President of Cuff Links Beverly Hills Networking, CEO and President of Prestige Entertainment Services
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
The Fraser Financial Group LLP - Beverly HillsFinancial Advisorsince Aug 2012Farmers Insurance Agency OwnerMay 2011 - May 2012
Languages:
English, Spanish, Hebrew
Full Profile

Antonio Spears Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Speaker • Business Consultant • Non-Profit • Advisor • Team Member • Spokesperson • Representative • Movie Producer • Film and Video Producer • Art Producer • Media Producer • Managers • Entertainer • Trust Law Attorney • Lawyers • Project Managers • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor Associate, Wealth Management at Morgan Stanley, Corporate Business...
Title:
Morgan Stanley Financial Advisor Associate, Film/TV Producer, Consultant & Key Note Speaker
Location:
Beverly Hills, California
Industry:
Investment Management
Work history:
Morgan Stanley - Beverly Hills, CaliforniaFinancial Advisor Associate, Wealth ManagementDick Clark Productions - Santa Monica, CACorporate Business Development/Digital Content Producersince 2009
Skills:
Estate Planning, Wealth Management, Strategic Financial Planning, Wealth, Investments, Public...
Full Profile

Michael Lindman Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainment Professional • Entertainer • Business Administrator • Chief Administrative Officer • Corporate Executive • Chief Executive • Operations Manager • Bachelor of Arts • Student Worker • Data Entry Specialist • Data Scientist

Experience & Education

Position:
Investment Associate at City National Bank
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
City National Bank - Beverly Hills, CAInvestment Associatesince Mar 2013Merrill Lynch Wealth Management - Century City, CAFinancial AdvisorJun 2012 - Mar 2013
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Preston Kern Beverly Hills, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Fiduciary • Trust Law Attorney • Lawyers • Relationship Manager • Account Service Manager • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Analyst • Analysts • Market Analyst • Market Research Analyst • Sales Manager • Customer Service

Experience & Education

Position:
Investment Management Specialist at Wells Fargo
Location:
Beverly Hills, California
Industry:
Banking
Work history:
Wells Fargo Investment Management Specialistsince May 2012Wells Fargo Syndication AnalystApr 2010 - May 2012
Full Profile

Michael Mallon Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Entertainment Professional • Entertainer • Vice President • Partner • Chief Executive • Team Member • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Managers • Client Service Officer • Sales Representative • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Entertainment Account Manager, VP at City National Bank
Location:
Beverly Hills, California
Industry:
Banking
Work history:
City National Bank - Beverly Hills, CAEntertainment Account Manager, VPsince Mar 2012City National Bank - Greater Los Angeles AreaPreferred Banking Advisor / AVPDec 2009 - Mar 2012
Certifications:
Series 7 General Securities Representative Examination
Series 63 Uniform Securities Agent State Law Examination
a financial advisor
Full Profile

Richard Gitahi Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Financial Analyst • Senior Manager • Director • Operations Manager • Bachelor of Science • Team Member

Experience & Education

Work

Company:
Universal music group, inc., sr. director, fp&a (2013-2014) - Santa Monica, CA
Financial consultant, strategic financial planning & business analysis
Company:
Sanctuary 5b artist management, inc. a wholly owned universal music group, inc. company - Beverly Hills, CA
Controller

Skills

Microsoft Office Applications (Advance Excel), Hyperion Business Software including Hyperion...
Full Profile

Kwesi Childress Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • General Education • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Buyer and Seller

Experience & Education

Position:
Senior Financial Advisor at Transamerica, Real Estate and Investment Specialist at Childress...
Title:
Real Estate Sales and Investment Specialist at Keller Williams Beverly Hills & Aegon/Transamerica Financial Advisors
Location:
Beverly Hills, California
Industry:
Real Estate
Work history:
Transamerica - Beverly HillsSenior Financial Advisorsince Jul 2013Childress Investment Group- Keller Williams Beverly Hills - Beverly Hills, Ca.Real Estate and Investment Specialistsince Jul 2010
Full Profile

Joshua Farahi Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • School Principal • School Administrator • Educational Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Procurement Officer • Acquisitions Manager • Purchasing Managers • Commodity Trading Advisor • Analysts • Team Member • Sales Representative

Experience & Education

Position:
Principal, Director of Investments at Opes Capital Group, LLC
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Opes Capital Group, LLC - Beverly HillsPrincipal, Director of Investmentssince Jan 2012LPL Financial - Beverly HIllsFinancial AdvisorMay 2010 - Jan 2012
Languages:
English, Persian, Hebrew
Certifications:
Series 7 General Securities Representative, FINRA
Series 3 National Commodity Futures, NFA
Full Profile

James Kambestad Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Office Runner • Managers • Courier • Sales Account Associate • Sales Executive • Bachelor of Arts • Sales Manager

Experience & Education

Work

Company:
Axa equitable
Retirement benefits advisor
Company:
Waddell & reed, inc
Financial advisor
Full Profile

Sharon Nassir Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor-Merrill Lynch
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Merrill Lynch - Beverly HillsFinancial Advisorsince 2011StockCross - Beverly Hills, CAVice President Investments2007 - 2011
Full Profile

Jacob Schkud Beverly Hills, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Captain • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Real Estate Sales Agent • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service

Experience & Education

Position:
Financial Advisor Associate at Morgan Stanley Wealth Management, Investment Specialist at Coldwell...
Title:
Financial Advisor Associate at Morgan Stanley Wealth Management
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisor Associatesince Apr 2013Coldwell Banker Commercial WESTMAC Investment Specialistsince Nov 2011
Full Profile

Andy Davis Beverly Hills, CA

Professions & Specialties

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

Experience & Education

Position:
Consulting Group Analyst at Morgan Stanley Wealth Management
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Beverly Hills, CAConsulting Group Analystsince Jan 2013Morgan Stanley Smith Barney - Beverly Hills, CAFinancial AdvisorDec 2009 - Dec 2012
Skills:
Comprehensive Wealth Management, Retirement Planning, Cash Flow Management, Mortgage Lending, Home...
Languages:
Spanish
Full Profile

Jacquelyn Baumgartner Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor and Insurance Agent at Fraser Financial Group / MassMutual
Title:
Insurance Specialist and Financial Advisor at Fraser Financial Group / Massachusetts Mutual Life Insurance Company
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Fraser Financial Group / MassMutual - Beverly Hills, CaliforniaFinancial Advisor and Insurance Agentsince Jul 2010
Skills:
Retirement, Investments, Securities, Retirement Planning, Life Insurance, FINRA Series 7, FINRA...
Full Profile

Alex Mani Beverly Hills, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
Gerson & co
Financial consultant
Full Profile

Randall Goldring Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Advisor • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Beverly Hills, CaliforniaFinancial Advisorsince Apr 2012Western International Securities Vice President, Wealth AdvisorOct 2010 - Apr 2012
Certifications:
Certified Financial Planner (™)
Chartered Retirement Planning Counselor sm
Full Profile

Michael Anderson Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President Retirement Planning at Finestone Partners
Title:
Vice President Retirement Planning
Location:
Beverly Hills, California
Industry:
Investment Management
Work history:
Finestone Partners - 9100 Wilshire Blvd. Ste. 720E, Beverly Hills, CA 90212Vice President Retirement Planningsince Jul 2008
Financial Advisor
Full Profile

Sandy Reihl Beverly Hills, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Financial Advisor
Title:
Financial Advisor
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Financial Advisor - Beverly HillsFinancial Advisorsince Sep 2011
Full Profile

Deborah Kayser Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Advisor • Office Clerk • Clerical Specialist • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Assistant to CEO at Finestone Partners
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Finestone Partners - Beverly HillsExecutive Assistant to CEOsince Oct 2010
..be made to persons in states where the financial advisor is not registered
Full Profile

Alex Tanious Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Business Administrator • Recruitment • Chairperson • Operations Manager • Chief Executive • Database Administration Professional • Database Administrator • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Position:
Financial Advisor on The Davis & Bobroff Wealth Management Group at Merrill Lynch
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Merrill Lynch - Beverly HillsFinancial Advisor on The Davis & Bobroff Wealth Management Groupsince 2012DHR International - Merrill LynchAnalystSep 2010 - Jan 2011
Skills:
Series 7, Salesforce.com, Sales, Customer Service, Microsoft Office, Financial Services,...
Full Profile

Sara Jeihooni Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Physician • Hospital Care Professional • Health Professional • Health Practitioner • Manager • Operations Manager

Experience & Education

Position:
Physician Liaison at Advanced Radiation Center Beverly Hills, Manager / Financial Consultant at...
Title:
Physician Liaison - Advanced Radiation Center Beverly Hills
Location:
Beverly Hills, California
Industry:
Hospital & Health Care
Work history:
Advanced Radiation Center Beverly Hills - Beverly Hills, CAPhysician Liaisonsince Mar 2013Advanced Radiation Center Beverly Hills - Advanced Radiation CenterManager / Financial Consultantsince May 2011
Skills:
Microsoft Excel, Customer Service, Sales, Manage Client Relationships, Office Management, Project...
Full Profile

Rebecca Dreyer Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President/Financial Advisor at Dreyer Wentworth Wealth Management
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Dreyer Wentworth Wealth Management - Beverly Hills, California 90212President/Financial Advisorsince Jan 2012Merrill Lynch Senior Financial AdvisorMay 2001 - 2012
Full Profile

Kip Desormeaux Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley / Entertainment Group
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley - Beverly Hills, Ca.Financial Advisorsince Jun 2012Liberty Mutual Group - Woodland Hills, CASales RepresentativeAug 2011 - Jun 2012
Full Profile

Mike Gleason Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor | Senior Vice President - Investments at Wells Fargo Advisors, LLC
Title:
Senior Financial Advisor | Senior Vice President - Investments at Wells Fargo Advisors, LLC.
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Senior Financial Advisor | Senior Vice President - Investmentssince 1994
Full Profile

Kevin Monaco Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Business Development Manager • Senior Vice President • Corporate Executive • Chief Executive • Operations Manager • Vice President • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Executive Director, Business Development Manager at Morgan Stanley
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley - Greater Los Angeles Area, United StatesExecutive Director, Business Development Managersince Jun 2011Morgan Stanley - Greater Los Angeles Area, United StatesSenior Vice President, Branch ManagerMay 2006 - Jun 2011
Increase Financial Advisor Proficiency & Platform Connectiv..
Full Profile

Dave Henderson Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Construction • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Henderson Construction
Location:
Beverly Hills, California
Industry:
Construction
Work history:
Henderson Construction - Beverly HillsOwnersince 1985Smith Barney - Century CityFinancial ConsultantAug 2006 - Jun 2009
Skills:
Specialty Construction
Full Profile

Bijou Toure Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Acting Professional • Impersonator • Independent Contractor • Supporting Member • Contractor • Team Member • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Self employed at Bijou
Title:
Financial consultant/ Actress
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Bijou Self employedsince Jun 2011Aflac Associate2010 - 2010
Full Profile

Jake Furlow Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Vice President • Chief Executive • Chief Judge • Judge

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Beverly Hills, CAFinancial Advisorsince Apr 2013Imperial Capital - Greater Los Angeles AreaSenior Vice PresidentFeb 2012 - Mar 2013
Full Profile

Michael Greer Beverly Hills, CA

Professions & Specialties

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

Experience & Education

Position:
Vice President- Investments at Wells Fargo Advisors, LLC
Title:
Vice President-Investments at Wells Fargo Advisors, LLC
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Beverly Hills, CAVice President- Investmentssince Jan 2012Merrill Lynch Financial AdvisorAug 2001 - Jan 2012
Full Profile

Kyle Briggs Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Vice President • Chief Executive • Sports Game Coach

Experience & Education

Position:
Registered Associate at Morgan Stanley
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley - Beverly Hills, CARegistered Associatesince Jun 2012Morgan Stanley Smith Barney - 335 N Maple Drive Beverly Hills, CA 90210Financial Advisor AssociateFeb 2012 - Jun 2012
Full Profile

Joseph Celes Beverly Hills, CA

Professions & Specialties

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

Experience & Education

Position:
Registered CSA at UBS Financial Services Inc.
Title:
Registered CSA UBS Financial Services Inc.
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Registered CSAsince Aug 2008Lincoln Financial Group Financial ConsultantOct 2005 - Jun 2008
Full Profile

Peter Ibrahim Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
TD Ameritrade - 9757 Wilshire Boulevard Beverly Hills, CA 90212Investment Consultantsince Apr 2012Charles Schwab VP Financial ConsultantJul 2008 - Apr 2012
Full Profile

Joseph Denzinger Santa Monica, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Santa Monica, California
Industry:
Financial Services
Work history:
Merrill Lynch - Beverly Hills, CAFinancial Advisorsince Oct 2012Merrill Lynch FA2012 - 2012
Languages:
Spanish
Full Profile

Ryan Miller Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley Wealth Management
Title:
Senior Vice President, Financial Advisor at Morgan Stanley
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Beverly HillsSenior Vice President, Financial Advisor at Morgan Stanleysince May 2001
Full Profile

Matt Ruderman Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President, Financial Advisor at Morgan Stanley Wealth Management
Title:
First Vice President/ Financial Advisor at Morgan Stanley Wealth Management
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Beverly Hills, CAFirst Vice President, Financial Advisorsince Sep 1995
Full Profile

Scott Calderon Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor, Vice President at Merrill Lynch
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Merrill Lynch Senior Financial Advisor, Vice President
Full Profile

Chris Rust Beverly Hills, CA

Professions & Specialties

Investment Analyst • Trader • Financial Consultant • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Work

Company:
Finance and accounting
Investment analyst and trader
Company:
Publicity department chairseptember - West Hollywood, CA
Financial consultant
Full Profile

Pavlina Bramson Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
World financial group - Beverly Hills, CA
Financial advisor
Full Profile

Ron Bruno Beverly Hills, CA

Professions & Specialties

Loan Officer • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Customer Service • Client Service Officer • Entertainment Professional • Model • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Business Development Manager • Master of Business Administration • Bachelor of Business Administration • Non-Profit • Advertising Professional • Market Research Analyst • Advertising Sales Agent • Property Manager • Real Estate Manager • Database Administration Professional • Database Administrator

Experience & Education

Position:
Loan Officer - Seabold & Weinberger Group at New American Funding, Member, Board of Directors...
Title:
Loan Officer - Seabold Weinberger Group
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
New American Funding - Beverly HillsLoan Officer - Seabold & Weinberger Groupsince Jan 2013Child Development Institute - Los Angeles, CAMember, Board of Directors 2012 - 2013since Sep 2012
Skills:
Lead Generation, Advertising, Business Development, Competitive Analysis, New Business Development, ...
Financial Advisor at Merrill Lynch
Full Profile

William Dart Beverly Hills, CA

Professions & Specialties

Manager • Owner • Operations Manager • Chief Executive • Research Manager • Counselor • Managers • Advisor • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Marketing & Research Manager at Ncredible.TV, Owner at Capitalize I.T. Financial
Title:
Marketing & Researcch Manager at Ncredible.TV
Location:
Beverly Hills, California
Industry:
Entertainment
Work history:
Ncredible.TV - Hollywood, caMarketing & Research Managersince Jan 2012Capitalize I.T. Financial Ownersince May 2009
Skills:
Investments, Sales Management, Television, Team Building, Advertising, Film Production, Public...
Financial Consultant at Shared Equity Financial Se..
Full Profile

Dustin Harlowe Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Owner • Owner • Chief Executive • Territory Account Manager • Area Manager • Managers • Marketing Manager • Sales Manager • Operations Manager • Sales Executive • Business Administrator • Substitute Teacher • Educator • Education Professional • Instructor • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Database Administration Professional • Database Administrator • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
Co-Owner at Harlowe Apparel (Sole Proprietorship)
Title:
Co-Owner Harlowe Apparel
Location:
Beverly Hills, California
Industry:
Executive Office
Work history:
Harlowe Apparel - Beverly Hills, CaliforniaCo-Ownersince Jun 2012Restaurant.com Territory Manager Los Angeles2012 - 2012
Skills:
Public Speaking, Sales, Social Media, Creative Thinking, Power of Influence, Management,...
Senior Licenced Financial Advisor at Ascend One
Full Profile

Stephen Sherline Beverly Hills, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Senior Vice President • Director • Corporate Executive • Chief Executive • Vice President • Operations Manager • Financial Manager • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President - Director Los Angeles Region at Union Bank
Title:
Regional Managing Director - Los Angeles Region at Union Bank
Location:
Beverly Hills, California
Industry:
Investment Banking
Work history:
Union Bank - Los Angeles CaliforniaSenior Vice President - Director Los Angeles Regionsince Aug 2011Fifth Third Bancorp Director - Investment Advisors DivisionDec 2007 - Aug 2011
Senior Financial Advisor/Sales Manager at Salomon Smith B..
Full Profile

Noah Kay Beverly Hills, CA

Professions & Specialties

Supporting Member • Analyst • Team Member • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Associate at Merrill Lynch Wealth Management & Private Banking & Investment...
Title:
Registered Associate
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management & Private Banking & Investment Group - beverly hills, californiaRegistered Associatesince May 2013Merrill Lynch - Bank of America - Denver, COSr. Analystsince 1999
Financial Advisor at Simmers capital management
Full Profile

Jordan Kahn Beverly Hills, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Information Officer • Managing Partner • Chief Executive • Technology Director • Technology Manager • Technical Managers • Partner • Financial Manager

Experience & Education

Position:
President & CIO at KAM Advisors
Title:
President & CIO of KAM Advisors
Location:
Beverly Hills, California
Industry:
Investment Management
Work history:
KAM Advisors President & CIOsince Jan 2010Beverly Investment Advisors Managing Partner2007 - 2010
Financial Advisor Network,FAN,
Full Profile

James Walker Beverly Hills, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Chief Operating Officer • Chief Executive • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Entertainment Professional • Entertainer • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • School Administrator • Educational Manager

Experience & Education

Position:
President & CEO at Walking West Entertainment
Title:
President & CEO of Walking West Entertainment
Location:
Beverly Hills, California
Industry:
Entertainment
Work history:
Walking West Entertainment - Beverly Hills, California, USAPresident & CEOsince 2009Terwilliger Productions - Los Angeles, California, USAChief Operating Officer2006 - 2009
Financial Advisor at MassMutual Financial Group
Full Profile

Michael Gavin Beverly Hills, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Sales Person • Client Service Officer • Sales Representative • Customer Service • Technician • Advisor • Technical Specialist • Technical Support Specialists

Experience & Education

Position:
Branch Manager at TD Ameritrade
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
TD Ameritrade - Beverly HillsBranch Managersince Jul 2009Charles Schwab Branch Manager1996 - 2009
Financial Consultant at Wheat First Securities
Full Profile

Robert Perry Beverly Hills, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Manager • Region Manager • Corporate Executive • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Office Clerk • Clerical Specialist • Information Technology Specialist • IT Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Managing Director / Complex Manager BEVERLY HILLS at Morgan Stanley, Regional Director - Los...
Title:
Managing Director / Complex Manager at Morgan Stanley
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley - Beverly Hills, CAManaging Director / Complex Manager BEVERLY HILLSsince Sep 2012Morgan Stanley Smith Barney Regional Director - Los Angeles Metro Regionsince Jan 2002
Financial Advisor at Shearson then Producing Sales..
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Chris Rust Beverly Hills, CA

Professions & Specialties

Investment Analyst • Trader • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Tutor • Financial Analyst • Financial Manager

Experience & Education

Work

Company:
Pepperdine university
Private tutor
Company:
Self employed
Investment analyst and trader
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Sherri Ross Beverly Hills, CA

Professions & Specialties

Financial Services Sales Agent • Repossessor • Collections Specialist • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Physician • Coordinator • Managers • Analysts • Medical Practice Professional • Medical Practitioner • Computer Specialist

Experience & Education

Work

Company:
Cedars sinai medical network services
Billing systems coordinator
Company:
Cedars sinai medical network services
Physician billing coordinator iii
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Financial Consultants near Beverly Hills, CA01,0592,1183,1774,2365,295Los AngelesSanta MonicaVan NuysBurbankNorth HollywoodVeniceInglewood