Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in California

Financial Consultants in Carlsbad, CA

Find a professional & check records

Here is a complete directory of nearly every experienced Financial Consultants near you.

Be sure to search other towns near you to get the histories of more service providers.

The Trustoria Service Professional Directory helps everyone locate the best professional for their latest project.

97 results found

Dan Winn San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Certified Public Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Science • Accounts Payable • Accounts Payable Specialist • Independent Business Owners • Account Manager • Information Technology Systems Director • Operations Manager • Information Technology Coordinator • Systems Administrator • Computer Software Professional • IT Manager • Computer Systems Administrator • Software Developers • Biologist • Biological Scientist • Contractor • Managers • Recruitment

Experience & Education

Position:
Seeking new opportunity in Accounting, Finance, or Consulting (619)823-9466 dwinn5@hotmail.com at...
Title:
Seeking new opportunity in Accounting, Finance, or Consulting (619)823-9466 dwinn5@hotmail.com
Location:
Greater San Diego Area
Industry:
Accounting
Work history:
(619)823-9466 dwinn5@hotmail.com - San Diego AreaSeeking new opportunity in Accounting, Finance, or Consulting (619)823-9466 dwinn5@hotmail.comsince Feb 2013Danny J. Winn, MBA, CPA - San Diego, CaContract Financial Consultantsince May 2009
Skills:
QuickBooks, Software, Microsoft Excel, Microsoft Word, Microsoft Office, Medical Devices, SQL,...
Full Profile

Kimberley Lynch Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Human Resources Specialist • Recruitment • Master of Business Administration • Organization Management • Managers • Finance and Accounting Specialist • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager • Purchasing Managers

Experience & Education

Position:
Regional Manager- Sunshine Coast & Wide Bay area at CCIQ
Title:
Regional Manager- Sunshine Coast & Wide Bay area at Chamber of Commerce & Industry Queensland (CCIQ)
Location:
Brisbane Area, Australia
Industry:
International Trade and Development
Work history:
CCIQ - Maroochydore, QueenslandRegional Manager- Sunshine Coast & Wide Bay areasince Jun 2013Wolff Wiese and Magana - Carlsbad, CAFinancial AdvisorAug 2012 - Jan 2013
Languages:
English, Spanish, German
Full Profile

Richard Weinhofer Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Operations Manager • Director of Operations • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Guide • Tour Guide • Retail Professional • Retail Salesperson • Analysts • Managers

Experience & Education

Position:
Financial Consultant at Technical Edge Investment Services
Title:
Process Improvement | Supply Chain MGMT | Program / Project MGMT | Lean Six Sigma | ISO | Team Building | Operations
Location:
Carlsbad, California
Industry:
Research
Work history:
Technical Edge Investment Services - Carlsbad, CAFinancial Consultantsince May 2010PETCO Animal Supplies, Inc. - San Diego, CASupplier Operations Manager2008 - 2010
Full Profile

Randy Wagner San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Projects Specialist • Project Manager • Financial Director • Project Managers • Financial Officer • Financial Manager • District Attorney • Lawyer • Construction • Management Analyst • Analysts • Corporate Executive • Chief Executive • Law Specialist • Paralegal • Master of Theology • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Finance & Accounting Projects Specialist at CFO Solutions
Title:
Dynamic results oriented senior financial consultant and management professional with proven performance.
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
CFO Solutions - Greater San Diego AreaSenior Finance & Accounting Projects Specialistsince 2012Confidential c/o Duane Morris LLP - Greater San Diego AreaForensic Accounting Project Manager2011 - 2011
Full Profile

Eileen Mendel Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Leader • Managers • School Principal • School Administrator • Educational Manager • Vice President of Marketing • Marketing Director • Chief Executive • Vice President • Market Research Analyst • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Doctor of Philosophy • Master of Science • Dental Specialist • Stomatologist • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist

Experience & Education

Position:
Transformational Consultant at Inner Edge
Location:
Carlsbad, California
Industry:
Management Consulting
Work history:
Inner Edge Transformational Consultantsince Sep 2009Waddell & Reed Financial AdvisorMay 2009 - Dec 2009
Skills:
Business Strategy, New Business Development, Business Planning, Strategic Planning, Market...
Languages:
French, German
Full Profile

Michael Such Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Chairperson • Founding Member • Chief Executive • Non-Profit • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor, The Such Group at Merrill Lynch, Founder / President at No More SIDS Foundation
Title:
at Merrill Lynch
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Merrill Lynch - Carlsbad CAFinancial Advisor, The Such Groupsince Jul 2011No More SIDS Foundation Founder / Presidentsince Jul 2005
Full Profile

Armand D'alo Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Mediator • Founder • Partner • Founding Member • Chief Executive • Psychologist • Psychology Specialist

Experience & Education

Position:
Founder and Co-Partner at Oak Tree Mediation, Founding Partner at Oak Tree Advisory Services, Inc.
Title:
Tax Planning, Tax Preparation, Divorce Mediator, Financial Consultant, Financial Counselor
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Oak Tree Mediation - Carlsbad, CAFounder and Co-Partnersince Mar 1986Oak Tree Advisory Services, Inc. - Carlsbad, CAFounding Partnersince Jan 1985
Skills:
Personal Tax Planning, Business Tax Planning, Certified Divorce Financial Analyst, Family...
Full Profile

Andrea Watkins Escondido, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • PR and Communications Professional • Public Relations Professinal • Marketing Professional • Advertising Sales Agent • Human Resources Specialist • Recruitment • Marketing Manager • Event Manager • Managers • Educator • Education Professional • Instructor • Student Worker • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CS Manager at Genoptix
Title:
Young professional looking to utilize Communication degree in marketing and public relations
Location:
Escondido, California
Industry:
Public Relations and Communications
Work history:
Genoptix CS Managersince Jun 2012Armstrong Financial Group - Carlsbad, CAExecutive Marketing SpecialistSep 2008 - Oct 2011
Skills:
Organizational Leadership, Marketing Communications, Customer Relations, Special Events, Wealth...
..I specialized in placing top level financial advisor executives
Full Profile

Leroy Young San Diego, CA

Professions & Specialties

Equity Trader • Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investor • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Private Trust Investments
Title:
Equity Trader & Investor
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Private Trust Investments - Carlsbad, CAPrincipalsince Jan 1996Merrill Lynch Financial ConsultantJan 1991 - Jan 1996
Skills:
Trading, Investments, Entrepreneurship, Alternative Investments, Asset Managment, Equities,...
Full Profile

Cooper Waddell La Jolla, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Manager • Business Intelligence Professional • Managers • Business Consultant • Advisor • Entertainment Professional • Entertainer • Computer Games Professional • Computer Specialist • Analysts • School Administrator • Educational Manager • Customer Relations • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Manager of Client Strategy at EEDAR
Location:
La Jolla, California
Industry:
Computer Games
Work history:
EEDAR - Carlsbad, CAAssociate Manager of Client Strategysince Jun 2013Bankers Life and Casualty Company - San Diego, CAFinancial AdvisorJan 2012 - Jun 2013
Skills:
Series 7, Video Games, Account Management, Market Research, Marketing, Social Media, Social Games,...
Languages:
English, Spanish
Certifications:
Series 7
Series 66
Full Profile

Troy Koepplin San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Director • Chief Executive Officer • Chief Executive • Operations Manager • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Spokesperson • Representative

Experience & Education

Position:
Partner/Managing Director at San Diego Tax & Financial Associates, Financial Advisor at Sage...
Title:
Partner/Managing Director at San Diego Tax & Financial Associates
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
San Diego Tax & Financial Associates - Carlsbad, CAPartner/Managing Directorsince Oct 2012Sage Point Financial, Inc. - Carlsbad, CAFinancial Advisorsince 2008
Skills:
Series 7, Retirement Planning, Investments, Strategic Financial Planning, Financial Advisory,...
Full Profile

John Shortley San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Advisor • Financial Director • Partner • Financial Officer • Financial Manager • Chief Executive • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
Director Of Finance at SkinMedica, CFO & Partner at Fuel Alternatives Hawaii
Title:
SOX, SEC & Financial Consultant at Business Consultant
Location:
Greater San Diego Area
Industry:
Medical Devices
Work history:
SkinMedica - Carlsbad, CADirector Of Financesince Jan 2011Fuel Alternatives Hawaii CFO & Partnersince Sep 2007
Full Profile

Murray Johnson San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Advisor • Managers • Chairperson • Chief Executive Officer • Managing Member • Chief Executive • Corporate Executive • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Commissioner • Mediator • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Agent • Sales Representative • DB Administrator • Database Administration Professional • Database Administrator

Experience & Education

Position:
President/CEO at Luminate Financial Services, Managing Member at Johnson Valley Management, LLC,...
Title:
Financial Advisor, Entrepreneur
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Luminate Financial Services - 300 Carlsbad Village Drive, Suite 216, Carlsbad, CA 92008President/CEOsince May 2004Johnson Valley Management, LLC Managing Membersince Dec 2005
Skills:
Registered Investment Advisor, Personal Financial Planning, Investment Management, Financial...
Certifications:
General Securities Representative Examination, FINRA
General Securities Sales Supervisor – Options Module Examination, FINRA
Full Profile

Bonnie Jensen San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Analyst • Leader • Counselor • Supervisor • Analyst • Analysts • Managers • Advisor • Financial Analyst • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Senior Financial Analyst/Assigment Leader at Life Technologies
Title:
Senior Analyst - Life Technologies
Location:
Greater San Diego Area
Industry:
Biotechnology
Work history:
Life Technologies - Carlsbad, CASenior Financial Analyst/Assigment Leadersince Dec 2006Ingram Micro Financial Consultant1995 - 2002
Skills:
Microsoft Access, Essbase, Hyperion Planning, Oracle, SAP ERP, Microsoft Excel
Full Profile

Sandra Reck Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Team Member • Operations Manager • Sales Manager • Sales Executive • Sales Representative

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Edward Jones - Carlsbad, CA 92011Financial Advisorsince 2012Merrill Lynch - La Jolla, CAPrivate Wealth Management2012 - 2012
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Bradley Lineberger San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
President at Seaside Wealth Management, FAS
Title:
President at Seaside Wealth Management
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Seaside Wealth Management, FAS - Carlsbad, CAPresidentsince Feb 2011LPL Financial Financial ConsultantNov 2008 - Mar 2011
Skills:
Retirement Planning, Wealth Management, Insurance, Financial Advisory, Financial Planning,...
Languages:
Spanish
Full Profile

Daniel Rodriguez San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Advisor at Seaside Financial and Insurance Services, Budget Coach at Dr. Budgets
Title:
Young families and pre-retirees get a solid grip on a secure future with savvy financial advice
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Seaside Financial and Insurance Services - Carlsbad, CAFinancial Advisorsince Nov 2012Dr. Budgets - Greater San Diego AreaBudget Coachsince Nov 2012
Skills:
Personal Budgeting, Personal Financial Planning, Qualified Retirement Plans, Retirement Planning,...
Languages:
English, Spanish, German
Full Profile

Allen Hines San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager

Experience & Education

Position:
Agent at Aflac
Title:
Its the Duck, 2nd largest dental provider in the US.
Location:
Greater San Diego Area
Industry:
Insurance
Work history:
Aflac - Carlsbad, CaAgentsince Dec 2011Chase Financial ConsultantFeb 2009 - Jan 2012
Skills:
Series 7, Series 63, Retirement Planning
Full Profile

Rob Paterson Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Contractor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners

Experience & Education

Position:
Financial Advisor at Beta Wealth Group
Title:
Advisor, Beta Wealth Group
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Beta Wealth Group Financial Advisorsince Mar 2011Humanscale Federal ContractorDec 2007 - Mar 2011
Full Profile

Jean Vincent Carlsbad, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor, CFP®, CRPC® at Morgan Stanley Smith Barney
Title:
Morgan Stanley Smith Barney
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor, CFP®, CRPC®since Jul 2004The Pilates Studio of the Midwest Instructor/ ManagerMay 1999 - Jun 2004
Full Profile

Gary Endres San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Marketing Manager • Chief Executive • Advocate • Jurist • Legal Counsel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Branch Manager, First Vice President / Investments at Stifel Nicolaus
Title:
Branch Manager, First Vice President / Investments, Stifel Nicolaus at Stifel Financial Corp.
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Stifel Nicolaus - Carlsbad, CABranch Manager, First Vice President / Investmentssince Apr 2009A.G. Edwards & Sons, Inc. - Carlsbad, CABranch Manager, Vice President/Investments1997 - 2009
Certifications:
Securities Licenses 7,8, and 63, 65
California Life and Disability Insurance Licenses
Full Profile

John Paladino San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Director, Wealth Management at Sterling Wealth Management Group
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Sterling Wealth Management Group - Carlsbad, CAExecutive Director, Wealth Managementsince 2012Morgan Stanley - Rancho Santa FeFinancial Advisor2008 - 2012
Full Profile

Felicia Corbett Carlsbad, CA

Professions & Specialties

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

Experience & Education

Title:
Senior Financial Advisor with Union Bank N San Diego County
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Main Street Tax and Financial Financial AdvisorNov 2009 - Feb 2012MetLife Advisor2009 - 2009
Full Profile

Donna Sanfilippo Carlsbad, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor Professional
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Sep 2011A.G. Edwards & Sons, Inc. Financial Advisor, CFPSep 1990 - Nov 2009
Full Profile

Armand Bryant San Diego, CA

Professions & Specialties

Financial Consultant • Loan Specialist • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Logistician • Advisor • Representative • Operations Associate • Freight Shipping Agent • Expedition Specialist • Systems Administrator • Computer Systems Administrator • Systems Support Specialist • Support Specialists • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Carlsbad, CAFinancial AdvisorAshford University - San Diego, CAEducational Loan SpecialistJul 2011 - 2013
Skills:
Leadership, Customer Service, Financial Services, Financial Statements, Financial Markets, Default...
Full Profile

Anthony Arcidiacono San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Consultant • Counselor • Advisor • Owner • Vice President • Chief Executive • Advertising Professional • Advertising Sales Agent • Team Member • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Independent Consultant/Arch Financial Planning LLC
Location:
Greater San Diego Area
Industry:
Marketing and Advertising
Work history:
Arch Financial Planning LLC - Carlsbad, Ca. 92008OwnerJan 2006 - Dec 2011Morgan Stanley - San Marcos, Ca.VP/Senior Financial AdvisorJan 1999 - Jun 2006
Full Profile

Michael Tedesco San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Real Estate Manager

Experience & Education

Position:
First Vice President, Corporate Client Group Director at Morgan Stanley
Title:
First Vice President, Corporate Client Group Director, Financial Advisor at Morgan Stanley
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Morgan Stanley - La Jolla / UTCFirst Vice President, Corporate Client Group Directorsince Sep 2008Merrill Lynch Vice PresidentMay 1998 - Sep 2008
Full Profile

Michael Cortina San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Interactive Brokers
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Interactive Brokers - San DiegoFinancial Advisorsince Nov 2012Fisher Investments - Camas WAInvestment CounselorOct 2011 - Sep 2012
Full Profile

Nathan Mikita Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Project Managers • Supervisor • Business Administrator • Managers • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Hr plumbing
Project manager
Company:
Bank of america / merrill lynch - San Diego, CA
Financial advisor
Full Profile

Dane Landreth Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Team Member • Advisor • Owner • Chief Executive • Human Resources Specialist • Recruitment

Experience & Education

Work

Company:
Amway global
Independent business owner
Company:
Alcock and mcfadden co - San Diego, CA
Hr recruitment consultant

Skills

Communication: Presentation skills, Technical Report and Letter Writing, Group-work, Leadership,...
Full Profile

Kevin Conley Carlsbad, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Prospective hedge fund and software co
Independent financial consultant
Company:
Hunter woodworks, llc - Carson, CA
Account executive (part-time outside business activity)

Skills

FINRA LICENSES 7, 65, (63 pending) CA INSURANCE # [] Former license holder of FINRA 3, 4, 24, 55
Full Profile

Kenneth Brader Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Owner • Chief Executive Officer • Owner • Chief Executive • Corporate Executive • Advisor • Representative

Experience & Education

Work

Company:
Flora & ambience
Co-owner / general manager / sales
Company:
Prudential financial - San Diego, CA
Financial consultant / investment advisor representative
Full Profile

Lawrence Cunnings Carlsbad, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Teller • Advisor • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Administrative Associate • Team Member • Administrative Clerk • Clerical Specialist • Financial Officer • Client Service Officer • Bachelor of Science • Customer Service

Experience & Education

Work

Company:
Cunnings financial
Financial consultant, investment advisor
Company:
Washington mutual/chase bank - San Diego, CA
Assistant branch manager, personal banker
Full Profile

Nina Nitti San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Associate Vice President at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Carlsbad, CaAssociate Vice Presidentsince Jul 1995
Full Profile

Jean Haggerty Carlsbad, CA

Professions & Specialties

Credit Counselor • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Counselor • Advisor • Financial Analyst • Marketing Manager • Managers • Sales Representative

Experience & Education

Work

Company:
Ccc - Carlsbad, CA
Team lead/certified credit counselor
Company:
Pro-net financial, inc - Vista, CA
Senior debt specialist/financial counselor
Full Profile

John Donnelly Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Senior Software Developer • Software Developer • Software Developers

Experience & Education

Work

Company:
Science applications international (saic)
Peoplesoft (ps) developer / analyst
Company:
Computer science corporation - San Diego, CA
Peoplesoft / oracle financial consultant and senior software developer - peoplesoft
Full Profile

Mark Brown San Diego, 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:
Greater San Diego Area
Industry:
Financial Services
Work history:
Merrill Lynch - Carlsbad, CAFinancial AdvisorMorgan Stanley Smith Barney Financial Advisor2010 - 2013
Full Profile

Kenneth Greenlee Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Legal Aide • Paralegal • Marketing Administrator • Operations Manager • Director of Operations • Marketing Manager • Bachelor of Arts • Managers

Experience & Education

Work

Company:
Solomon, grindle, silverman & wintringer - Del Mar, CA
Legal assistant
Company:
Fresh start surgical gifts, inc - Encinitas, CA
Media relations assistant

Skills

FINRA [] (Series 7, Series 66); California Dept. of Insurance, Resident Producer License [] ...
Full Profile

Kaveesh Bawa Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Wells fargo bank
Vice president - real estate and commercial banking
Company:
Wells fargo bank - Charlotte, NC
Senior financial consultant
Full Profile

John Donnelly Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Senior Software Developer • Software Developer • Software Developers

Experience & Education

Work

Company:
Science applications international (saic)
Peoplesoft (ps) developer / analyst
Company:
Computer science corporation - San Diego, CA
Peoplesoft / oracle financial consultant and senior software developer - peoplesoft
Full Profile

Jeffrey Cfp Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Jpmorgan chase - Carlsbad, CA
Financial advisor
Company:
Charles schwab - Fresno, CA
Private client consultant
Full Profile

Joe Daigle San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President of Sales • Vice President • Chief Executive • Advisor • Counselor • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Operations Manager • Recognition • Leader • Business Administrator • Managers • Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Associate of Arts • Computer Software Professional • Software Developers

Experience & Education

Title:
Regional Vice President of Sales at FocusPoint Solutions
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
FocusPoint Solutions - Greater San Diego AreaWestern Regional Vice President of SalesJun 2012 - Dec 2012Omnivest Global - Irvine, CAConsultant2011 - Apr 2012
Financial Consultant / Assistant Vice President at..
Full Profile

Carlos Meier San Diego, CA

Professions & Specialties

Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Counselor • Leader • Advisor • Managers • Equipment Tools Purchasing Agent • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Package Designer • Commercial Designer • Hospital Care Professional • Health Professional • Health Practitioner • Cardiologist • Surgical Specialist • Model • Operations Manager • Community Service Manager • Survey Researcher • Jurist • Legal Counsel • Higher Education Professional • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President and CEO at Ambos America, Health Economics Consultant at The Scripps Research Institute
Title:
President and CEO
Location:
Greater San Diego Area
Industry:
Hospital & Health Care
Work history:
Ambos America - San Diego, CAPresident and CEOsince Sep 2012The Scripps Research Institute - La Jolla, CAHealth Economics Consultantsince Feb 2013
Languages:
Spanish, English
HUD Certified Certified Financial Advisor at Consumer Credit Counseling Se..
Full Profile

Harlan Friedman San Diego, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Agent • Sales Representative • Human Resources Specialist • Recruitment • School Principal • School Administrator • Educational Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Banking Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Executive Recruiter, Commercial Banking & Investment Banking at Armstrong Financial Group,...
Title:
President & Broker Lightning Commercial Funding, Inc
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Armstrong Financial Group - Carlsbad, CAExecutive Recruiter, Commercial Banking & Investment Bankingsince Oct 2011Lightning Commercial Funding, Inc Presidentsince Jan 2004
Financial Consultant at Black Mountain Ranch Limit..
Full Profile

Craig Danforth San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Marketing Manager • Founding Member • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Counselor • Business Analyst • Analyst • Supporting Member • Advisor • Analysts • Team Member • Master of Business Administration • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager • Customer Service

Experience & Education

Position:
Director, Global Business Development at Gemological Institute of America (GIA)
Title:
Director, Global Business Development
Location:
Greater San Diego Area
Industry:
Luxury Goods & Jewelry
Work history:
Gemological Institute of America (GIA) - Carlsbad, CADirector, Global Business Developmentsince Jan 2012Gemological Institute of America (GIA) Director of SalesNov 2008 - Jan 2012
Skills:
Luxury Goods, Watches, Retail, Fashion, Jewelry, Luxury, Merchandising, Wholesale, Brand...
Financial Advisor Associate at Sanford C Bernstein
Full Profile

Britany Ray Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Researcher • Survey Researcher • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainment Professional • Entertainer • Model • Investor • Managers • Office Clerk • Clerical Specialist • Human Resources Specialist • Recruitment • Marketing Professional • Market Research Analyst • Advertising Sales Agent • Partner • Operations Manager • Chief Executive • Bachelor of Arts • Database Administration Professional • Database Administrator • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Insurance Broker at Orr & Associates Insurance Services (Sole Proprietorship), Executive...
Title:
Insurance Broker at Orr & Associates Insurance Services
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Orr & Associates Insurance Services - Temecula, CAInsurance Brokersince Feb 2013Katalyst Group - Los Angeles, CAExecutive Recruiting Researcher (Contract)since Jan 2012
Skills:
Customer Relations, Microsoft Office, Administration, Problem Solving, Excel, PowerPoint, Access,...
Certifications:
Property & Casualty Insurance License, California Department of Insurance
Financial Advisor Magazine
Full Profile

Sahil Nock San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Development Director • Marketing Manager • Marketing Director • HR Manager • Chief Executive • Marketing Administrator • Biotechnology Professional • Biologist • Biological Scientist • Web Marketer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Student Advisor • Counselor Education Professor • Educational Counselor • Bachelor of Science • Computer Software Professional • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Student Worker

Experience & Education

Position:
Global Marketing Manager, Cell Biology at Life Technologies
Title:
Global Market Development Manager at Life Technologies
Location:
Greater San Diego Area
Industry:
Biotechnology
Work history:
Life Technologies Global Marketing Manager, Cell Biologysince Oct 2011Life Technologies - Carlsbad, CAGlobal Marketing Manager, Protein AnalysisNov 2009 - Oct 2011
Skills:
Social Media, Product Marketing, Viral Marketing, Global Marketing, Competitive Analysis, Marketing ...
Measured the success of Financial Advisor training programs by analyzing n..
Full Profile

Ernie Macmanus San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Owner • Chairperson • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Client Service Officer • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Vice President • Real Estate Investment Insider • Physical Education Professor • Physical Education Professors • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Broker/Owner at The Ernie MacManus Group
Title:
The Ernie MacManus Group
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
The Ernie MacManus Group - Carlsbad, CABroker/Ownersince Oct 2010Integrity Capital Group - La Jolla, CAPresidentJun 2002 - Oct 2010
Skills:
Real Estate, Investment Properties, Real Estate Development, Real Estate Transactions, Mortgage...
Languages:
Spanish
Account Executive/ Financial Advisor at Morgan Stanley
Full Profile

Derrick Smith San Diego, CA

Professions & Specialties

Founder • Founding Member • Chief Executive • Sales and Service Specialist • Sales Agent • Sales Representative • Computer Software Professional • Software Developers • Certified Nurse Aide • Nurse • Nurse Practitioner • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Lead at Bose Corporation, Founder/CCO at FirstEye
Title:
Sales Lead at Bose Corporation
Location:
San Diego, California
Industry:
Computer Software
Work history:
Bose Corporation - CarlsBad CASales Leadsince Nov 2012FirstEye - San DiegoFounder/CCOsince Jan 2008
Skills:
Teamwork, Gambling, Video Games, Team Leadership, Retail, Photoshop, Social Media, Game Design,...
Financial Consultant at Primerica
Full Profile

Mark Beardsley Carlsbad, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Owner • Partner • Marketing Manager • Area Manager • Construction • Business Administrator • Organization Management • Managers • Branch Manager • Field Marketing Specialist • Marketing Administrator • Agent • Account Service Manager • Client Service Officer • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Vice President / Manager at Silvergate Bank, Member at Carlsbad Chamber of Commerce
Title:
Vice President / Manager at Silvergate Bank
Location:
Carlsbad, California
Industry:
Banking
Work history:
Silvergate Bank - Carlsbad, CAVice President / Managersince Mar 2013Carlsbad Chamber of Commerce Membersince Mar 2013
Full Profile


Financial Consultants near Carlsbad, CA04649281,3921,8562,320San DiegoLa JollaTemeculaSan ClementeOceansideDel MarEscondidoEncinitasMurrietaPoway