Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in California

Financial Consultants in El Monte, CA

Find a professional & check records

Here is a complete list of nearly all experienced Financial Consultants in your town.

Be sure to visit other cities near here to get the names of more service providers.

The Trustoria Service Professional Directory helps anyone find the best service provider for their latest project.

17 results found

Kimberly Trieu Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Client Service Officer • Cashier • Customer Service • Market Analyst • Market Research Analyst • Student Worker • Sales Manager • Physical Education Professors • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Intern at UBS Wealth Management
Location:
Greater Los Angeles Area
Industry:
Market Research
Work history:
Gary's Studios - Del Mar, CALead Customer Service Representative and CashierSep 2012 - Dec 2012UBS Wealth Management - Carmel Valley, CAWealth Management InternAug 2011 - Jul 2012
Languages:
English, Cantonese, Teowchew
..presentation to the management and the financial advisor
Full Profile

David Soh El Monte, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Manager • Co-Owner • Corporate Executive • Chief Executive • Operations Manager • Owner • Training Manager • Business Administrator • Managers • Master of Science • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Eastwest investment services
Financial consultant
Company:
Cathay wealth management - Monterey Park, CA
Financial consultant
Full Profile

Lydia Cai El Monte, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Advisor • International Affairs • Clerical Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Life Insurance Agent/Financial Advisor at World Financial Group (WFG), n/a at n/a
Title:
Life Insurance Agent/Financial Advisor at World Financial Group (WFG)
Location:
El Monte, California
Industry:
International Affairs
Work history:
World Financial Group (WFG) - West CovinaLife Insurance Agent/Financial Advisorsince Mar 2013N/a N/asince Feb 2013
Languages:
Mandrin
Full Profile

Jazmin Gallegos El Monte, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accountant • Customer Service • Client Service Officer • Operations Manager

Experience & Education

Work

Company:
Kaiser permanente
Cash accountant
Company:
Baldwin park, c
Out- patient financial counselor
Full Profile

James Chen El Monte, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Investor • Managers • Founder • Founding Member • Chief Executive

Experience & Education

Work

Company:
Priv water / altrius distribution inc
Founder and business investor
Company:
Ubs financial services inc - Los Angeles, CA
Financial advisor

Skills

Series 7 Securities Licensed General Securities Representative, Series 66 Securities Licensed ...
Full Profile

James Chen El Monte, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Managers • Owner • Founder • Chief Executive • Founding Member

Experience & Education

Work

Company:
Priv water / altrius distribution inc
Founder and business owner
Company:
Ubs financial services inc - Los Angeles, CA
Financial advisor

Skills

B2B Sales, Madarin Dialect, Inventory Management, Cash Flow Management
Full Profile

Jacob Mccarthy Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Managers • Analysts • Marketing Intern • Marketing Professional • Advertising Sales Agent • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Science • Student Worker

Experience & Education

Position:
Consultant at PwC
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
PwC - Greater Los Angeles AreaConsultantsince Aug 2012East West Bank - El Monte, CAIT Risk and Compliance ConsultantJan 2012 - May 2012
Financial Advisor Assistant at Morgan Stanley Smit..
Full Profile

Curtis Feaster Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Director • Project Managers • Operations Manager • Organization Management • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Administrator • Entertainment Professional • Entertainer • Master of Business Administration • Information Technology Specialist • IT Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Project Manager at CTDI
Location:
Greater Los Angeles Area
Industry:
Management Consulting
Work history:
CTDI Project Managersince Jan 2013The National Center for American Indian Enterprise Development - El Monte, CAProject DirectorAug 2007 - Aug 2012
Skills:
Strategic Planning, Portfolio Management, Financial Analysis, Investments, Strategic Financial...
Financial Advisor at UBS Financial Services
Full Profile

Lewis Liaw Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Director • Chief Executive • Financial Officer • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Sales Representative

Experience & Education

Position:
First Vice President / FX Sales Advisor at East West Bank
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
East West Bank - Pasadena, CAFirst Vice President / FX Sales Advisorsince Apr 2013Cycle Link USA - Diamond Bar, CaliforniaDirector of FinanceJul 2012 - Apr 2013
Languages:
Mandarin Chinese, English, Taiwanese
Financial Consultant at Cathay Bank
Full Profile

Lin Hu El Monte, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Client Service Officer • Sales Representative • Sales Agent • Director • Public Relations Manager • Manager • Operations Manager • Customer Service

Experience & Education

Work

Company:
A&a medical supplies inc - S el Monte, CA
Business development specialist
Company:
Rogers communications inc - Vancouver, BC
Common customer care consultant
Full Profile

Rosa Hernandez El Monte, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • General Education

Experience & Education

Work

Company:
Alhambra hospital medical center - Alhambra, CA
Company:
Monrovia memorial hospital - Monrovia, CA
Admitting representative

Skills

Bilingual Spanish; . Office Machines; . Type 50WPM; STARTELL answering service program; ....
Full Profile

Rolando Valdivia Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • PR and Communications Professional • Public Relations Professinal • Medical Assistant • Healthcare Support • Customer Service • Client Service Officer • Managers • Chief Executive • Management Team Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Development Representative at American Career College, Career Services Specialist at...
Title:
Business Development Representative at American Career College
Location:
Orange County, California Area
Industry:
Public Relations and Communications
Work history:
American Career College - Orange County, California AreaBusiness Development Representativesince Mar 2013American Career College - Orange County, California AreaCareer Services Specialistsince Feb 2012
Languages:
Spanish
Financial Advisor & Business Developer with over 3..
Full Profile

Jed Burmahln Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director of Operations • Director • Operations Manager • Master of Ceremonies • Entertainer • Program Director • Team Leader • Production Manager • Manufacturing Engineer • Process Engineer • Industrial Engineer • Apprentice • Independent Contractor • Contractor • Master of Business Administration • Bachelor of Science • Student Worker • Independent Business Owners

Experience & Education

Position:
Director of Operations at M.C. Gill Corporation
Location:
Orange County, California Area
Industry:
Aviation & Aerospace
Work history:
M.C. Gill Corporation - El Monte, CADirector of Operationssince Jan 2013Zodiac Aerospace, Driessen Aircraft Interior Systems - Garden Grove, CADirector of EngineeringFeb 2012 - Jan 2013
Financial Consultant at AbouTime
Full Profile

Cary Cheung Santa Ana, CA

Professions & Specialties

Senior Vice President • Partner • Vice President • Compliance Manager • Operations Manager • Director of Operations • Chief Executive • Relationship Manager • Agent • Account Service Manager • Client Service Officer • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • School Administrator • Educational Manager

Experience & Education

Position:
Senior Vice President, Relationship Manager at CD Funding Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
CD Funding Group Senior Vice President, Relationship Managersince May 2013Cathay Bank - El Monte, CAVP, Brokerage Compliance/Operations ManagerMay 2011 - May 2013
Financial Consultant at GunnAllen Financial
Full Profile

Yessenia Iribe Walnut Park, CA

Professions & Specialties

Financial Consultant • Collector • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Accounts Receivable • Representative • Sales Representative • Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Ziesta mattress gallery llc - Huntington Park, CA
Accounts receivable/sales representative/financial advisor/ debt collector
Company:
Ozburn & hessey logistics - Ontario, CA
Inventory control specialist

Skills

Bilingual
Full Profile

Charles Chen Huntington Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Team Leader • Office Clerk • Clerical Specialist • Process Engineer • Industrial Engineer • Chemist • Master of Business Administration • Master of Science • Bachelor of Science

Experience & Education

Work

Company:
Energy engineering & consulting services
Resource efficiency manager (rem)
Company:
Kunsan air base - Gunsan
Resource efficiency manager (rem)

Skills

Certifications: Certified Energy Manager (CEM), LEED AP O+M
Full Profile

Brenda Lee Carlsbad, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Personal Trainer • Fitness Trainer • Independent Contractor • Contractor • Independent Business Owners • Managers • Account Service Manager • Client Service Officer • Bachelor of Science • Customer Service

Experience & Education

Work

Company:
Self employed
Insured and certified nasm personal trainer
Company:
Self employed
Full Profile

Financial Consultants near El Monte, CA01,0592,1183,1774,2365,295Los AngelesPasadenaWhittierPomonaAlhambraArcadiaWest CovinaMonterey ParkDuarteCovina


Financial Consultants around El Monte, CA

Alhambra  (22)
Altadena  (6)
Arcadia  (20)
Covina  (16)
Duarte  (17)
Los Angeles  (5,293)
Monrovia  (11)
Montebello  (6)
Monterey Park  (17)
Pasadena  (150)
Pico Rivera  (3)
Pomona  (35)
Rosemead  (8)
San Gabriel  (10)
Sierra Madre  (7)
Temple City  (4)
West Covina  (17)
Whittier  (45)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (17)