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Financial Consultants in Carlsbad, CA

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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 • Lawyers • 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
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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
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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..
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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
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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
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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
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