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Financial Consultants in Concord, CA

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76 results found

Seyed G Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorPlannerAdvisorChief AccountantAccount ManagerChief Executive

Experience & Education

Work

Company:
Sale and financial advisor (self employee)
Company:
Globan co
Managing director's and financial consultant

Brian Endsley Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAuthor

Experience & Education

Work

Company:
Kaiser permanente
Sr. financial consultant
Company:
Mcfarland & company, inc., publishers - Jefferson, NC
Author

Irina Yelensky Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales Representative

Experience & Education

Position:
Financial Consultant at AGLA, Independent Broker Personal and Commercial Lines at AutoPlus...
Title:
Financial Consultant at AGLA
Location:
Concord, California
Industry:
Insurance
Work history:
AGLA Financial Consultantsince Jun 2012AutoPlus Insurance Center - Conco Pleasant Hill CaIndependent Broker Personal and Commercial Linessince Jul 1997
Languages:
English, Russian

Bryan Grupe Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount RepresentativeClient Service OfficerCustomer ServiceMaster of Business AdministrationBachelor of ScienceDeanHigher Education ProfessionalSchool AdministratorEducational ManagerAccounting BookkeeperBookkeeperChief ExecutiveCorporate ExecutiveOperations Manager

Experience & Education

Work

Company:
David white & associates
Financial advisor
Company:
Business point impressions - Concord, CA
Account representative

Skills

Sales, Sales/Marketing management in the Ad, Print, Biotech/Healthcare, and Financial Services...

Mark Belanger Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice President of FinanceVice PresidentChief ExecutiveCertified Public AccountantAccounting BookkeeperBookkeeperMaster of Business Administration

Experience & Education

Work

Company:
Wine.com - San Francisco, CA
Vp of finance
Company:
Independent financial consulting - San Francisco, CA
Financial consultant for high

Suzanne Salvin Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSpecial Education ProfessionalSpecial Education ProfessorsChief Administrative OfficerChief ExecutivePlanner

Experience & Education

Work

Company:
Mt. diablo unified school district
Special education assistant ii
Company:
Ag edwards & sons - Oakland, CA
Financial consultant

Philippe Rousseau Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerMaster of Business AdministrationBachelor of ScienceData Entry SpecialistData ScientistRecruitmentAnalystAnalysts

Experience & Education

Work

Company:
Pmi group
Senior financial consultant
Company:
Pmi group
Sr. financial consultant

Heather Sevilla Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantSales PersonClient Service OfficerSales RepresentativeBusiness SpecialistCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Premier financial alliance
Financial consultant
Company:
At&t mobility - Walnut Creek, CA
Sales consultant & business specialist

Chester Bieganski Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ConsultantCounselorAdvisorFinancial DirectorSenior Vice PresidentFinancial OfficerFinancial ManagerVice PresidentChief Executive

Experience & Education

Work

Company:
First data corporation - Atlanta, GA
Executive financial consultant - independent consultant
Company:
Elm resources - Oakland, CA
Chief financial officer - senior vice president

Joseline Madrazo Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTax AccountantAccounts Payable SupervisorTax PreparerAccounts Payable ManagerAccounts Payable SpecialistAccounts PayableAdvisor

Experience & Education

Work

Company:
Citadel cpa, llc - Kennesaw, GA
Senior tax accountant/financial advisor asst
Company:
Amerimax diversified products - Duluth, GA
Accounts payable supervisor

Yong Kweon Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Republic of (south)
Cfo (onbi, a smartphone application co)
Company:
Transamerica financial advisor, inc - Pleasant Hill, CA
Unpaid internship

Skills

Analytical Skills
Business Skills
Critical Thinking Skills
Leadership Skills
...

Chester Bieganski Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorSenior Vice PresidentFinancial OfficerFinancial ManagerVice PresidentChief ExecutiveIndependent ConsultantCounselorAdvisor

Experience & Education

Work

Company:
First data corporation - Atlanta, GA
Executive financial consultant independent consultant
Company:
Elm resources - Oakland, CA
Chief financial officer - senior vice president

Eric Zagala Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalAdvisorManagerOperations ManagerBachelor of ScienceSchool AdministratorEducational Manager

Experience & Education

Work

Company:
World financial group, inc
Financial advisor
Company:
Genworth financial wealth management - Pleasant Hill, CA
Advisor services manager

Jp Mourad Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ConsultantMarket AnalystMarket Research AnalystSales RepresentativeOperations Manager

Experience & Education

Work

Company:
F&m walnut llc
Financial and marketing consultant
Company:
Jp morgan chase - Walnut Creek, CA
Financial advisor

Michael Galande Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControl ClerkClerical Specialist

Experience & Education

Work

Company:
John muir health
Financial counselor
Company:
John muir medical center
Admitting registration/ bed control clerk

David Joslin Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdjunct InstructorInstructorPedagogueLecturerPostsecondary TeacherChief ExecutiveOperations ManagerCounselorAdvisor

Experience & Education

Work

Company:
San francisco associates
Financial advisor
Company:
Brandman university, devry university and embry-riddle aeronautical university
Adjunct business instructor

Sheila Waite Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClinical Laboratory TechnicianMedical Laboratory ProfessionalMedical Laboratory Technologist

Experience & Education

Work

Company:
Edwards & associates - Pleasanton, CA
Financial advisor assistant
Company:
Supplies & solutions - Fairfield, CA
Ppe test lab technician level 1

Nancy Mashore Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSurgeonSurgical SpecialistCoordinatorAdministrative AssociateManagersAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Reproductive science center
Financial counselor
Company:
Diablo valley women ob
Gyn - surgery coordinator

Robert Cella Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice President of OperationsVice PresidentChief Executive

Experience & Education

Work

Company:
Waddell & reed, inc
Financial advisor
Company:
Vice president of operations

Deborah Briz San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLoan OfficersClient Service OfficerAgentSales RepresentativeFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperUnderwriterCustomer ServiceFood Service WorkersInsurance ProfessionalBranch ManagerField Marketing SpecialistMarketing AdministratorManagerDirectorRestaurant ManagerMarketing ManagerOperations ManagerFood Service DirectorBachelor of ScienceFood Service ManagerFood Service Supervisor

Experience & Education

Position:
Broker Service Representative at Parkside Lending
Title:
Broker Service Representative
Location:
San Ramon, California
Industry:
Financial Services
Work history:
Parkside Lending - Walnut Creek, CABroker Service Representativesince Jan 2013Stearns Lending - Concord CAAccount ManagerAug 2012 - Jan 2013
Skills:
Loans, Mortgage Lending, Management, Sales, Finance, Training, Marketing, Underwriting, Selling,...
Financial Advisor at Southwest Securities Inc

Kimberly Andrick Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerCounselorAdvisorAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Business Initiatives Manager at Wells Fargo Bank
Location:
Pleasant Hill, California
Industry:
Internet
Work history:
Wells Fargo Bank - Pleasant Hill, CABusiness Initiatives Managersince Oct 2011Wells Fargo Bank EBusiness Systems ConsultantMar 2007 - Oct 2011

Almir Durmisevic Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHealth Services AdministratorMedical Services ManagerHealth Services ManagerCoordinatorManagersAdministrative AssociateSecurityOffice ClerkClerical SpecialistAdvisorAdministrative Clerk

Experience & Education

Work

Company:
Carlos e. andersen m.d.
Healthcare administrator
Company:
Tri-city health center - Fremont, CA
Project coordinator - quality department

Skills

Operations Management, Office Management, Account Management, Employee Management, Project ...

Almir Durmisevic Concord, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentHealth Services AdministratorMedical Services ManagerHealth Services ManagerDoctor of MedicineCoordinatorManagersBachelor of ArtsAdministrative AssociateProject ManagerSecurityOffice ClerkClerical SpecialistAdvisorAdministrative ClerkProject Managers

Experience & Education

Work

Company:
Carlos e. andersen m.d
Healthcare administrator
Company:
Quality department - Fremont, CA
Project coordinator

Chris Reno Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeJavaScript DeveloperData ScientistSoftware DeveloperSoftware DevelopersAdjunct InstructorLecturerPostsecondary Teacher

Experience & Education

Work

Company:
North american title
Escrow accounting services representative
Company:
Nelson & associates, temporary agency
Temporary assignments

Skills

Skills and Certifications Securities Licenses: Series 7 (92%) and Series 66 (86%) Data Entry,...

Craig Orbell Concord, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentRental ManagerRental Sales AgentRental ClerkIndependent ConsultantCounselorAdvisorBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Orbell consulting, inc
Residential rental manager for apartment community
Company:
Orbell consulting, inc
Independent consultant

John Baudendistel Concord, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentControllerIndependent Business OwnersContractorDirectorManagerOperations Manager

Experience & Education

Work

Company:
Robert half management resources/accounting principals
Controller/contractor/director of accounting/manager fp&a
Company:
Quick mount pv - Walnut Creek, CA
Controller

Skills

Skills Proficient in computer usage. Easily adapt to new programs. Proficient in Microsoft Office...

Linda Larez Concord, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPersonal TrainerFitness TrainerSupervisorManagersBusiness AdministratorAdvisorOperations ManagerDirector of OperationsCo-OwnerOwnerChief ExecutiveProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Milan school of cosmetology
Career service coordinator-concord/fairfield
Company:
Irvin deutscher family ymca
Licensed personal trainer/ health and wellness supervisor

James Smith Concord, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentEducatorEducation ProfessionalInstructorEstimatorFinancial AnalystTerritory Sales ManagerChief ExecutiveRegion ManagerBachelor of ScienceNon-ProfitAdvisorArea ManagerManagers

Experience & Education

Work

Company:
Plumas county unified school district
Educator
Company:
Premier kitchen and bath
(part-time) sales, marketing, estimator

Daniel Robert Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer ServicePsychologistPsychology Specialist

Experience & Education

Work

Company:
Online banking
Customer service representative ii
Company:
Omelegah inc. - Benicia, CA
Direct service professional

Craig Orbell Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveOperations ManagerControllerConstructionBusiness AdministratorAdvisor

Experience & Education

Work

Company:
Catholic funeral & cemetery services
Company:
Orbell capital corporation
President

Anthony Graham Concord, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsGroup ManagerChief ExecutiveSupervisorsManagersSales Representative

Experience & Education

Work

Company:
Wells fargo bank
Technical support banker
Company:
Wells fargo bank - Concord, CA
Online phone banker

Shaunricka Sein-colon Concord, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Administrative OfficerChief ExecutiveSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeSupporting MemberTeam MemberOperations ManagerAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Assetmark, inc. - Concord, CA
Account operations specialist
Company:
Cigna healthcare - Walnut Creek, CA
Sales support associate

Jasbir Kaur Concord, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeperAdministrative AssociateAdministrative ClerkClerical SpecialistOffice AdministratorOperations ManagerComputer Scientists

Experience & Education

Work

Company:
Laserlink international inc
Accounting specialist/administrative assistant
Company:
Franchisee
Office administrator

Daniel Robert Concord, CA

Professions & Specialties

Financial Services Sales AgentClaim ProcessorActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianRepresentativePsychology Specialist

Experience & Education

Work

Company:
Wells fargo bank
Online claims processor/ customer support executive ii
Company:
Inovis, inc - Concord, CA
Software support representative

Pablo Blanco Concord, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitment

Experience & Education

Work

Company:
Financial planner
Company:
Aaa - Concord, CA
Senior recruiter/life insurance specialist

Maureen Crandall Concord, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentFinancial SpecialistClerkClerical SpecialistClient Service OfficerCustomer ServiceTeam Member

Experience & Education

Work

Company:
Mann bracken llp attorneys - Concord, CA
Law, production clerk ii
Company:
Home team pest defense - Pittsburg, CA
Customer service representative

Greg Brackett San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRegion ManagerVice PresidentManagerChief ExecutiveOperations ManagerProject ManagersAdvisorProject ManagerArea ManagerManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales AgentRetail ProfessionalSales RepresentativeRetail SalespersonSchool AdministratorEducational Manager

Experience & Education

Position:
Vice President at BAR Financial, LLC, Regional Director at Cetera Advisor Networks, Regional...
Title:
Regional Director at Cetera Advisor Networks
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
BAR Financial, LLC - 1390 Willow Pass Road, Suite 900, Concord CA, 94520Vice Presidentsince Apr 1999Cetera Advisor Networks - 1390 Willow Pass Road, Suite 900, Concord CA, 94520Regional Directorsince Jan 2013
Skills:
Marketing, Series 7, Partnerships, Investments, Mutual Funds
Managed advisors in both the Financial Advisor Division,FAD,

Renee Johnson San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCo-FounderChief Administrative OfficerFounderFounding MemberChief ExecutiveAdministrative AssociateAdministrative ClerkClerical SpecialistAdvertising ProfessionalAdvertising Sales AgentCustomer ServiceClient Service OfficerAccounting BookkeeperBookkeeperComputer Specialist

Experience & Education

Position:
Administrative Assistant at Waddell & Reed, Proprietress at Blue Cat Costumes, Co-Founder at...
Title:
Co-Founder of White Tiger Factory, LLC
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
Waddell & Reed - Concord, CAAdministrative Assistantsince Jul 2013Blue Cat Costumes - Oakland, CAProprietresssince May 2011
Assist a financial advisor with basic administrative asks

Nevene Mosharrafa San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerCertified Public AccountantAccounting BookkeeperBookkeeperFinancial DirectorChief Executive OfficerChief Administrative OfficerFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveManagersPhysicianLawyer

Experience & Education

Position:
Principal at Nevene Mosharrafa, CPA Consulting
Title:
Corporate Financial Consultant
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
Nevene Mosharrafa, CPA Consulting Principalsince Sep 1997Littler Mendelson Executive Director1995 - 1997

Frank Roe Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTeam LeaderOperations ManagerSales and Consulting SpecialistSales RepresentativeCounselorAdvisorCertified Nurse AideNurseNurse Practitioner

Experience & Education

Position:
Sales & Consulting Team Leader at Genworth Wealth Management
Title:
Sales and Consulting Team Leader at Genworth Wealth Management
Location:
Chicago, Illinois
Industry:
Investment Management
Work history:
Genworth Wealth Management Sales & Consulting Team Leadersince Sep 2010Genworth Wealth Management - Chicago, ILInternal ConsultantApr 2008 - Sep 2010
..consultative support to every financial advisor whom you come into contact with

Jeremy Wilmerding San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerAdvisorSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director of Advisor Services at Genworth Financial
Title:
Director of Advisor Services with Genworth Financial Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Genworth Financial - Pleasant Hill, CADirector of Advisor Servicessince Jun 1998Vanguard - Valley Forge, PAFlagship AssociateOct 1995 - Apr 1998
Certifications:
Series 7, 66, and 24, FINRA
..of service and operational support to financial advisor offices using turn-key investmen..

Thomas Payne San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject ManagersData Entry SpecialistData ScientistDrafterPsychology Specialist

Experience & Education

Position:
Financial Advisor & Owner at Prosperitas Wealth Management (Sole Proprietorship)
Title:
Financial Advisor
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Prosperitas Wealth Management - Clayton, CAFinancial Advisor & Ownersince Nov 2004MetLife Financial PlannerMar 2002 - Nov 2004

Diane Parker San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeSubject Matter ExpertTeam MemberSkilled ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness AdministratorAnalystsAdvisorCustodial WorkerCleanersBachelor of ScienceChief ExecutiveOperations ManagerGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
Operations Representative at Genworth Financial, Operations Representative at Genworth Financial...
Title:
Operations Representative at Genworth Financial
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Genworth Financial - Pleasant Hill, CAOperations Representativesince Mar 2011Genworth Financial Wealth Management Operations Representativesince Mar 2011
..facets of operational processing for financial advisor clients of a wealth management f..

Cheryl Duncan San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsChief ExecutiveGeneral and Operations ManagerDepartment SupervisorManagerBachelor of ScienceBusiness AdministratorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Operations Manager at Rubicon Mortgage Fund
Location:
San Francisco Bay Area
Industry:
Retail
Work history:
Rubicon Mortgage Fund - Lafayette, CAOperations Managersince Jul 2013Waddell & Reed - Concord, CAFinancial AdvisorMar 2011 - Jul 2013

Lance Patton Bakersfield, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorSecurityFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Security and Insurance Sales at Cetera Advisor Networks LLC
Title:
Securities and Insurance Sales at Cetera Advisor Networks, Member FINRA/SIPC
Location:
Bakersfield, California Area
Industry:
Financial Services
Work history:
Cetera Advisor Networks LLC - 1390 Willow Pass Road, Suite 900, Concord CA 94520Security and Insurance Salessince Sep 1994
Financial Advisor of and securities and advisory s..

Rodney Kline San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProgram AssociateLogistics Supply Chain ProfessionalSecurityChief Executive OfficerProject ManagersCorporate ExecutiveChief ExecutiveLogisticianDepartment Store SalespersonRetail ProfessionalRetail SalespersonPsychology Specialist

Experience & Education

Position:
Program Associate at The Adaptive Learning Center
Location:
San Francisco Bay Area
Industry:
Logistics and Supply Chain
Work history:
The Adaptive Learning Center - Concord, CA 94519Program Associatesince Aug 2009ICM, AIG Financial Advisors Financial AdvisorMar 2007 - Jun 2007

Christopher Kolm San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTreasurerOperations ManagerChief ExecutiveCorporate ExecutiveFinancial OfficerFinancial Manager

Experience & Education

Title:
Business Development
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Access Information Management - San Francisco Bay AreaFinancial ConsultantFeb 2013 - Mar 2013GSC Logistics - Oakland, CAFinancial ConsultantOct 2012 - Nov 2012
Skills:
Budgeting, Financial Modeling, Contract Negotiations, Mergers, Due Diligence, Corporate...

Stephanie Jung San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorVice PresidentChief ExecutiveAccounting AnalystFinancial AnalystAccounting BookkeeperBookkeeper

Experience & Education

Position:
Strategy Consultant, VP at Wells Fargo
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Wells Fargo - San Francisco Bay AreaStrategy Consultant, VPsince May 2013Wells Fargo - San Francisco Bay AreaFinancial ConsultantSep 2010 - May 2013
Skills:
Loans, Finance, Financial Analysis, Private Banking, Commercial Banking, Commercial Mortgages,...

Richard Peck Pacific Palisades, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Cetera Advisor Networks LLC, Financial Advisor at Cetera Advisor Networks LLC
Title:
Financial Advisor at Cetera Advisor Networks LLC
Location:
Pacific Palisades, California
Industry:
Financial Services
Work history:
Cetera Advisor Networks LLC Financial Advisorsince Feb 2008Cetera Advisor Networks LLC - 1390 Willow Pass Rd,Suite 900 Concord, CA 94520Financial Advisorsince May 1992

Cara Wick San Francisco, CA

Professions & Specialties

Financial Services Sales AgentLoan OfficersChairpersonVice PresidentChief ExecutiveFinancial AnalystTax PreparerFinance and Accounting SpecialistTax AccountantAccounting BookkeeperBookkeeperSalesForce AdministratorDatabase Administration ProfessionalDatabase AdministratorCertified Nurse AideNurseNurse PractitionerOperations ManagerTour GuideAnalystsMarket Research AnalystProperty ManagerReal Estate Manager

Experience & Education

Position:
President at Wick Financial
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wick Financial - Concord, CAPresidentsince Mar 2013One PacificCoast Bank, FSB - Oakland, CAVice President, Customer IntelligenceJul 2009 - 2013
Skills:
Press Releases, Advertising, Budget Management, Financial Services, Public Speaking, Financial...
Languages:
French
Financial Consultant 4 at Wells Fargo Bank



Financial Consultants near Concord, CA03774111148185OaklandWalnut CreekPleasantonSan RamonBerkeleyHaywardDanvilleLafayetteAlamedaVallejo