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Financial Consultants in Duarte, CA

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17 results found

Frederick Findley Duarte, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice President of FinanceTreasurerVice PresidentChief ExecutiveFinancial OfficerFinancial ManagerOperations Manager

Experience & Education

Position:
Vice President Finance - Treasurer at Lindsey Manufacturing Co.
Location:
Azusa, California
Industry:
Electrical/Electronic Manufacturing
Work history:
Lindsey Manufacturing Co. - Azusa, CA 91702Vice President Finance - Treasurersince Mar 2011Lindsey Manufacturing Co. - Azusa, CAFinancial ConsultantOct 2010 - Mar 2011

Jacqueline Pollard Duarte, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBilling CoordinatorBilling RepresentativePosting ClerkBiller

Experience & Education

Work

Company:
Providence trinitycare hospice
Private insurance and patient billing coordinator - billing
Company:
Huntington hospital - Pasadena, CA
Financial counselor

Alonso Perezmartinez Duarte, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerSenior DirectorCorporate ExecutiveChief ExecutiveSenior ManagerOperations Manager

Experience & Education

Work

Company:
C&c estudios y proyectos
Executive director of latin-america
Company:
Lloyds tsb bank plc - Miami, FL
Senior director latam

Fionah Lopez Duarte, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
Jack harriman & associates - real estate, mortgage, & financial planning - Monrovia, CA
Realtor, sales & marketing

Olive Roberson Duarte, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief AccountantAccount ManagerBilling CoordinatorBilling RepresentativePosting ClerkBillerManagersOperations Manager

Experience & Education

Work

Company:
The mergis group
Accounting & financial consultant
Company:
First american corporation
General ledger accountant

Tiffany Rosano Duarte, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentReceptionistFront Desk ClerkFront Office ReceptionistClerical Specialist

Experience & Education

Work

Company:
Aerotek scientific - Glendora, CA
Receptionist
Company:
Staffing for hire (kaiser) - Pasadena, CA
Financial counselor

Mireya Robles Duarte, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentHuman Resource AdministratorHuman Resources GeneralistHuman Resource ManagerRecruitmentBenefits SpecialistCompensations and BenefitsBusiness AdministratorAdministrative ClerkClerical SpecialistManagersOperations Manager

Experience & Education

Work

Company:
Chino valley ranchers
Hr/wc administrator
Company:
Unum insurance group - Glendale, CA
Senior disability benefits specialist

Skills

Language: Bilingual in Spanish. Computer: 65 WPM, 10 key by touch; Proficient in Microsoft Word,...

Michael Sia Duarte, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantLoan OfficersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeTeam MemberMarketing InternMarketing ProfessionalAdvertising Sales AgentStudent Worker

Experience & Education

Work

Company:
Smb capital - New York, NY
Prop desk/independent remote trader
Company:
Assent - Los Angeles, CA
Independent trader

Erica Ashlock Los Angeles, CA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPartnerChief ExecutiveMusiciansLife CoachAdvisorCustomer ServiceMarketing ManagerFinancial ManagerPR and Communications ProfessionalPublic Relations SpecialistPublic Relations ProfessinalOffice ClerkClerical SpecialistBrand PlannerBrand RepresentativeHuman Resources SpecialistRecruitmentEntertainment ProfessionalEntertainerAuthor

Experience & Education

Position:
Financial Service Advisor at Primerica
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Primerica - Irwindale, CaFinancial Service Advisorsince Dec 2012Life Sounds Music Group - Greater Atlanta AreaPartnerDec 2010 - Nov 2012
Skills:
Sales Management, Public Relations, Sales, Social Media Marketing, Social Media, Networking, Event...
Financial Advisor Magazine

Meha Shah Irvine, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChairpersonChief Information OfficerChief ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersApprenticeStudent WorkerClerical SpecialistMarketing ProfessionalAdvertising Sales Agent

Experience & Education

Title:
Student at University of California, Irvine
Location:
Irvine, California
Industry:
Banking
Work history:
Sigma Psi Lambda PresidentJun 2012 - Jun 2013Union Bank - Monterey ParkExtended Enterprise Solutions InternJun 2012 - Dec 2012
..locally to help strengthen a Financial Advisor's client base

Jill Schuberth Glendale, CA

Professions & Specialties

Vice PresidentSenior Vice PresidentManagerChief ExecutiveOperations ManagerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantEquipment Tools Purchasing AgentRelationship ManagerDepartment Store SalespersonRetail ProfessionalRetail SalespersonAccount Service ManagerClient Service OfficerAccounts ReceivableLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCustomer Service

Experience & Education

Position:
Vice President at Pacific Western Bank
Location:
Glendale, California
Industry:
Banking
Work history:
Pacific Western Bank - Glendale, CaVice Presidentsince Apr 2007Vineyard Bank - Irwindale, CaSr. Vice PresidentDec 2005 - Dec 2007
Senior Financial Advisor at Merrill Lynch

Maureen Roy San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorContractorHuman Resources SpecialistRecruitmentIndependent Business Owners

Experience & Education

Position:
Financial Consultant at WFG World Group Securities (Self-employed)
Title:
Assistant WFG World Group Securities
Location:
Greater San Diego Area
Industry:
Human Resources
Work history:
WFG World Group Securities - San Jose, CAFinancial Consultantsince Feb 2012Lincoln Elementary School, Escondido Union School District Instructional Asst. Spec. Ed.Oct 2000 - Oct 2011

Pauline Samson Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRestaurant ServerFood ServerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperService ManagerService Operations ExpertOperations ManagerCorporate ExecutiveChief ExecutiveMathematician

Experience & Education

Position:
Server at International House of Pancakes (IHOP)
Title:
Currently seeking new opportunities
Location:
Irvine, California
Industry:
Financial Services
Work history:
International House of Pancakes (IHOP) - La Verne, CAServersince Sep 2007The Financial Advisory Office of Mandy Woo with Ameriprise Financial - Irvine, CAClient Service ManagerFeb 2012 - Aug 2012
Assisted the financial advisor with completion of forms

Joe Battung Long Beach, CA

Professions & Specialties

Financial Services Sales AgentDevelopment DirectorFood Service DirectorHR ManagerFood serviceAgentFood Service WorkersSales RepresentativeFood Service ManagerFood Service SupervisorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Market Development Manager at The Access Partners
Location:
Long Beach, California
Industry:
Packaging and Containers
Work history:
The Access Partners - Azusa, CAMarket Development Managersince Oct 2012The Blackrock Group - Anaheim, CAFood Service DirectorAug 2005 - Oct 2012
Financial Advisor at WM Financial Services

Duane Garrett Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSystems AnalystInformation Technology SpecialistIT AnalystIT SpecialistBoard MemberOwnerChairpersonManagement Team ExecutiveOperations ManagerChief ExecutiveNon-ProfitRestaurant ManagerProject ManagersFood Service DirectorCounselorTeam MemberSecurityBusiness AdministratorBusiness ConsultantAdvisorAnalystsHospitality ProfessionalHunterControllerAccounts PayableAccounts Payable SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperModelBachelor of ScienceHospital Care ProfessionalHealth ProfessionalHealth PractitionerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeFood Service WorkersFood Service ManagerFood Service Supervisor

Experience & Education

Position:
Systems Analyst at Reliance Steel & Aluminum, Board Member at Azusa Renaissance Theater,...
Title:
Systems Analyst at Reliance Steel & Aluminum
Location:
Greater Los Angeles Area
Industry:
Information Technology and Services
Work history:
Reliance Steel & Aluminum - Cypress, CASystems Analystsince Aug 2012Azusa Renaissance Theater - Azusa, CABoard Membersince Mar 2010
Skills:
Project Management, Hospitality, ERP, JD Edwards, Strategy, Business Intelligence, Change...

Gary Mcmurrin Santa Clarita, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMathematicsMathematicianTutorOwnerChief ExecutiveSupporting MemberTeam MemberEducatorEducation ProfessionalInstructorMathematical Science TeacherSchool AdministratorEducational ManagerPsychologistWellness and FitnessPsychology SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Representative

Experience & Education

Position:
Mathematics Tutor at StudyPros, Owner at lifebuddies.net, Business Associate at Isagenix International
Title:
Mathematics Tutor at StudyPros
Location:
Santa Clarita, California
Industry:
Investment Management
Work history:
StudyPros - Santa Clarita, CAMathematics Tutorsince Apr 2013Lifebuddies.net Ownersince Jan 2010
Languages:
Spanish
Financial Consultant at Merrill Lynch

Brian Chester Colorado Springs, CO

Professions & Specialties

Master of Business AdministrationAnalystEntrepreneurAnalystsManagersDirectorSenior ManagerOperations Manager

Experience & Education

Work

Company:
Mountain post historical association
Director - finance
Company:
Security service
Senior manager, operations


Financial Consultants near Duarte, CA0306090120150PasadenaWhittierPomonaAlhambraArcadiaWest CovinaEl MonteMonterey ParkCovinaSan Dimas



Financial Consultants around Duarte, CA

Alhambra  (22)
Altadena  (6)
Arcadia  (20)
Covina  (16)
El Monte  (17)
Glendora  (6)
Monrovia  (11)
Monterey Park  (17)
Pasadena  (150)
Pomona  (35)
Rosemead  (8)
San Dimas  (13)
San Gabriel  (10)
Sierra Madre  (7)
Temple City  (4)
Walnut  (10)
West Covina  (17)
Whittier  (45)

Financial Consultants in California

Sub-specializations

Financial Consultant  (17)