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Financial Consultants in California

Financial Consultants in Folsom, CA

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51 results found

Joe Fergerson Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Marketing Director • Manager • Vice President of Marketing • Chief Brand Officer • Operations Manager • Chief Executive • Vice President • Marketing Intern • Marketing Professional • Corporal • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers • Sales Representative

Experience & Education

Title:
Experienced Marketing Executive
Location:
El Dorado Hills, California
Industry:
Marketing and Advertising
Work history:
Waddell & Reed Financial Advisor2009 - 2010Waddell & Reed Financial Advisors Financial AdvisorJul 2009 - Dec 2010
Full Profile

Tim Mcginnis Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Agent • Sales Representative • Finance and Accounting Specialist • Certified Public Accountant • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Guide • Tour Guide

Experience & Education

Position:
Wealth Management Vice President and Financial Advisor at BBVA Compass, Enrolled Agent at Allen...
Title:
Wealth Management Vice President and Financial Advisor at BBVA Compass
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
BBVA Compass - Roseville, CAWealth Management Vice President and Financial Advisorsince Feb 2013Allen & Allen, LLP - Folsom, CAEnrolled Agentsince Dec 2011
Skills:
Financial Planning, Investments, Insurance, Tax, Annuities, Retirement Planning, Fixed Annuities,...
Full Profile

Paul Nethercut Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Director • Treasurer • Financial Officer • Financial Manager • Programmer Analyst • Information Systems Analyst • IT Analyst • Security

Experience & Education

Position:
Financial Consultant at Various (WAPA, Sac RT, Rabobank, Verifone)
Title:
Financial Professional
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Various (WAPA, Sac RT, Rabobank, Verifone) - Sacramento Metro AreaFinancial Consultantsince Jul 2007California ISO - Folsom, CASenior Financial AnalystAug 2003 - Jun 2007
Full Profile

Jeff Gordon Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Vice President - Financial Advisor Associate at Chase Investments, a part of J.P. Morgan Securities ...
Title:
Vice President - Financial Advisor Associate at Chase Investment Services
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Chase Investments, a part of J.P. Morgan Securities LLC Vice President - Financial Advisor Associatesince Aug 2012Wells Fargo Advisors - Roseville, CAFinancial AdvisorMar 2011 - Aug 2012
Full Profile

Joseph Bergen Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Banking Center Manager • Chief Executive • Banking Manager • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Entertainment Professional • Entertainer • Bachelor of Arts • High School Diploma • Business Administrator • Advisor • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
VP; Financial Consultant at Charles Schwab
Location:
Folsom, California
Industry:
Financial Services
Work history:
Charles Schwab - Folsom, CAVP; Financial Consultantsince Apr 2013Bank of America - El Dorado Hills, CAAVP; Banking Center ManagerDec 2012 - Mar 2013
Skills:
Business Communications, Personal Finance, Sales Management, Investments, Microsoft Office, Social...
Full Profile

Jim Den Dulk Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Board Member • Operations Manager • Management Team Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ideal Life Financial Advisors, Director at Folsom Chamber of Commerce
Title:
Values-Based Financial Advisor at Ideal Life Financial Advisors
Location:
Folsom, California
Industry:
Financial Services
Work history:
Ideal Life Financial Advisors - Folsom, CAFinancial Advisorsince Sep 2011Folsom Chamber of Commerce Directorsince Mar 2009
Full Profile

Jim Casey Auburn, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Financial Director • Director • Executive Vice President • Financial Officer • Financial Manager • Operations Manager • Vice President • Chief Executive • Independent Contractor • Contractor • Independent Business Owners • Management Team Executive • Recruitment • Legal Counsel • Software Developers

Experience & Education

Position:
Managing Principal at CFO Consulting Services
Location:
Auburn, California
Industry:
Environmental Services
Work history:
CFO Consulting Services - Roseville, CAManaging Principalsince 1990Envirocycle Worldwide, Inc. - Auburn, CA 95604Founding Director / EVP & Chief Financial OfficerMar 2012 - Jun 2013
Full Profile

Mark Morgan Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Executive Director/Corporate Client Group Director/Financial Advisor/CIMA/CRPS at Morgan Stanley...
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Folsom, CAExecutive Director/Corporate Client Group Director/Financial Advisor/CIMA/CRPSsince Mar 1983
Certifications:
Certified Investment Management Analyst, Investment Management Consultants Association
Chartered Retirement Plan Specialist, College for Financial Planning
Full Profile

Matthew Hilliker Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor, First Vice President - Investments at Wells Fargo Advisors
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - El Dorado Hills, CASenior Financial Advisor, First Vice President - Investmentssince Jul 1996
Full Profile

Russel Phelps Sacramento, 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

Experience & Education

Position:
Financial Advisor - CFP, CDFA at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Folsom, CAFinancial Advisor - CFP, CDFAsince Aug 1993
Full Profile

Patrick Mccusker Sacramento, 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 Robert W. Baird & Co.
Title:
Financial Advisor
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. Financial Advisorsince Feb 2013Morgan Stanley Smith Barney - Folsom, CAFinancial Planning Specialist2009 - Feb 2013
Full Profile

Scott Mcintyre Roseville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Director • Chief Executive

Experience & Education

Position:
Financial Consultant at Planned Solutions
Title:
Financial Advisor
Location:
Granite Bay, California
Industry:
Financial Services
Work history:
Planned Solutions - Folsom, CAFinancial Consultantsince Oct 2008Principal Funds Director of MarketingNov 2003 - Aug 2007
Full Profile

Danielle Stanton Folsom, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Folsom, California
Industry:
Financial Services
Work history:
Edward Jones - Folsom, CaliforniaFinancial Advisorsince Aug 2012Wells Fargo Bank - Rocklin, CaPersonal BankerAug 2008 - Aug 2012
Skills:
Portfolio Management, Finance, Sales, Retail Banking, Credit, Cross Selling, Series 7, Wealth...
Full Profile

Robert Ferriman Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Robert W. Baird & Co.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. - Roseville, CaliforniaFinancial Advisorsince May 2009Smith Barney - Folsom, CAFinancial AdvisorFeb 1995 - May 2009
Full Profile

James Monroe Folsom, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President/Investments, Senior Financial Advisor at Wells Fargo Advisors, LLC
Title:
Senior Vice President/Investments, Senior Financial Advisor, at Wells Fargo Advisors, LLC
Location:
El Dorado Hills, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - El Dorado HillsSenior Vice President/Investments, Senior Financial Advisorsince Feb 1994
Full Profile

Jacob Harper Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Supporting Member • Team Member • Counselor • Business Administrator • Bachelor of Arts • Financial Officer • Financial Manager • Operations Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Work

Company:
Usbancorp investments
Financial consultant/ investment advisor
Company:
Merrill lynch - Sacramento, CA
Associate financial advisor

Skills

Exceptional listener and communicator who effectively conveys information verbally and in writing....
Full Profile

John Gravelle Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Development Director • HR Manager • Author

Experience & Education

Work

Company:
Becker group
Client-customer financial services and financial consultant / project and product development...
Company:
Semi-retired, full-time care giver
Risk" teen program author
Full Profile

Leslie Gabbard Roseville, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Westlake, Grahl, and Glover
Title:
Ameriprise Financial Advisor at Westlake, Grahl, and Glover
Location:
Granite Bay, California
Industry:
Financial Services
Work history:
Westlake, Grahl, and Glover - Granite Bay, CAFinancial Advisorsince Jun 2013Merrill Lynch Wealth Management - Folsom, CASenior Financial AdvisorApr 2005 - Jun 2013
Full Profile

Charles Miles Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Cobol Developer • Linux Administrator • Java Developer • Software Developer • Software Developers • Systems Administrator • Computer Systems Administrator • Manager • Operations Manager

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
Hewlett packard (hp) - Roseville, CA
R&d release manager
Full Profile

David Adams Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Financial Director • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Curexo technology corporation - Sacramento, CA
Controller
Company:
Velocity mobile, inc - Sacramento, CA
Financial advisor and cfo
Full Profile

William Dameri Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Divisional Vice President • Chief Executive

Experience & Education

Work

Company:
Sun america retirement markets - March, California, US
Divisional vice president
Company:
Us bank - Sacramento, CA
Financial consultant
Full Profile

Sandra Moreno Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Real Estate Sales Agent • Office Clerk • Clerical Specialist • Chief Executive

Experience & Education

Work

Company:
Re/max gold
Realtor
Company:
Morgan stanley - Roseville, CA
Financial advisor trainee
Full Profile

Pacheco Bill Folsom, 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 WJPacheco Wealth Management Inc
Title:
Financial Advisor at WJ Pacheco Wealth Management
Location:
Folsom, California
Industry:
Financial Services
Work history:
WJPacheco Wealth Management Inc - Folsom, CAFinancial Advisorsince 2012Edward Jones - Folsom, CaFinancial Advisor2007 - Sep 2012
Full Profile

Bill Wahl Folsom, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Ameritas Investment Corp.
Title:
--
Location:
Folsom, California
Industry:
Financial Services
Work history:
Ameritas Investment Corp. Financial Consultantsince Jan 2000
Full Profile

Sareena Panesar Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Supporting Member • Team Member • Operations Manager

Experience & Education

Work

Company:
Voya financial
Registered representative
Company:
Morgan stanley smith barney - Bakersfield, CA
Financial advisor associate
Full Profile

Jim Vonderwerth Folsom, CA

Professions & Specialties

Representative • Advisor • Chairperson • Chief Executive • Account Service Manager • Client Service Officer • Dean • Higher Education Professional • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
President / RFC at Vonderwerthfinancial.com
Title:
RR Registered Representative / President of Vonderwerthfinancial.com 610 Riley Street Folsom, CA 95630
Location:
Folsom, California
Industry:
Financial Services
Work history:
Vonderwerthfinancial.com - 610 Riley Street Folsom, CA 95630President / RFCsince May 2007
Financial Advisor Magazine
Full Profile

Jacqueline Rigard Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Designers • Owner • Chief Executive Officer • Co-Founder • Chief Executive • Corporate Executive • Founder • Founding Member • Administrative Associate • Administrative Clerk • Clerical Specialist • Certified Nurse Aide • Nurse • Nurse Practitioner • Training and Coaching Professional • Professional Development Teacher • Operations Manager • Project Managers • Skilled Professional • Software Developers

Experience & Education

Position:
Designer at JRee Creations, IBO at Divelopent-WakeUpNow at Divelopent, Owner/CEO at With Best...
Title:
IBO at Divelopent-WakeUpNow
Location:
Sacramento, California Area
Industry:
Professional Training & Coaching
Work history:
JRee Creations Designersince Nov 2011Divelopent - World WideIBO at Divelopent-WakeUpNowsince Jan 2011
I support the financial advisor with technology specific and ser..
Full Profile

Kristopher Goeden Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Relationship Manager • Client Service Officer • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Sales Manager • Sales Representative • Planner • Representative • Security • Supporting Member • Advisor • Team Member • Bachelor of Science

Experience & Education

Position:
Internal Key Accounts Manager, Investment Only at Principal Financial Group
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Principal Financial Group - Des Moines, Iowa AreaInternal Key Accounts Manager, Investment Onlysince Feb 2012Principal Financial Group - El Dorado Hills, CAOperations Relationship ManagerOct 2010 - Feb 2012
Financial Advisor / Business Planner at Holmes Mur..
Full Profile

Thomas Kurtz Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Director • Chief Executive • Operations Manager • Manager • Program Director • Owner • Sales Manager • Talent Acquisition Advisor • Talent Agent • Recruitment • Account Manager • Sales Account Associate • Sales Executive • Sales Representative • Insurance Professional • Underwriter • Master of Business Administration • Bachelor of Arts

Experience & Education

Position:
President at PathLight Insurance Services, LLC
Title:
President, PathLight Insurance Services, LLC
Location:
Sacramento, California Area
Industry:
Insurance
Work history:
PathLight Insurance Services, LLC - Folsom, CAPresidentsince 2011GENERAL PARTS, INC - Toronto, Canada AreaDirector, Distribution Center OperationsJun 2005 - Feb 2011
Skills:
Strategic Planning, Change Management, Supply Chain Management, Contract Negotiation, Business...
The Insurance and Financial Advisor Marketing Group
Full Profile

Pauline Chow Folsom, CA

Professions & Specialties

Administrative Associate • Receptionist • Front Desk Clerk • Administrative Clerk • Clerical Specialist • Front Office Receptionist

Experience & Education

Work

Company:
Alpha research & technology, inc
Administrative assistant, receptionist
Company:
Pdm - San Diego, CA
Implementation engineer, sdrc/eds/ugs/siemens
Full Profile

Jonathan Bolter Roseville, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Advisor • Director • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Advisor Portfolio Management Director at Morgan Stanley Wealth Management
Title:
Wealth Advisor & Portfolio Management Director at Morgan Stanley
Location:
Roseville, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Roseville, CAWealth Advisor Portfolio Management Directorsince Jan 2008Wells Fargo Advisors - Folsom, CASenior Vice- President-InvestmentsMay 1994 - Jan 2008
Financial Advisor at Shearson
Full Profile

Terry Miller Auburn, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Finance and Accounting Specialist • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Controlling Specialist • Manager • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Certified Medical Assistant • Medical Assistant • Healthcare Support • Business Administrator • Construction • Bachelor of Science

Experience & Education

Position:
Controller at CTU PRECAST
Location:
Auburn, California
Industry:
Financial Services
Work history:
CTU PRECAST - Olivehurst, CAControllersince Jun 2013Maki Heating and Air Conditioning - Auburn CASenior AccountantMay 2012 - May 2013
Skills:
Financial Analysis, Financial Accounting, Financial Reporting, Internal Controls, Auditing
Financial Consultant
Full Profile

Amar Chauhan Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Partner • Chief Executive • Model • Counselor • Advisor • Tour Guide • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Channel Marketing Strategist at Principal Funds
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Principal Funds - El Dorado Hills, CAChannel Marketing Strategistsince Jun 2012Iron Point Capital Management/Brecek & Young Advisors - Folsom, CAPortfolio Counselor2003 - Apr 2012
Skills:
Investment Strategies, Investment Management, Mutual Funds, Investment Advisory, ETFs, Investments, ...
Financial Consultant at Merrill Lynch
Full Profile

Christopher Garnto Folsom, CA

Professions & Specialties

Sales Manager • Sales Director • Owner • Chief Executive

Experience & Education

Work

Company:
Simply elegant event rentals - Folsom, CA
Sales manager/owner
Company:
Principal financial group - El Dorado Hills, CA
Mutual fund internal wholesaler
Full Profile

Patrick Donnelly Folsom, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Air Transportation Worker

Experience & Education

Position:
Investment Advisor at Ameritas Investment Corp.
Title:
Investment Advisor at Cornerstone Financial Partners
Location:
Folsom, California
Industry:
Financial Services
Work history:
Ameritas Investment Corp. Investment Advisorsince Dec 2003The MONY Group Investment RepresentativeOct 2002 - Dec 2003
Skills:
Series 7, Series 63, Series 65, Securities, FINRA, Investments, Financial Services, Retirement...
Financial Advisor Network,FAN,
Full Profile

Eduardo Pagliere Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Management Consultant • Organization Management • Management Analyst • Financial Analyst • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Psychologist • Director • Operations Manager • Director of Operations • Software Tester • Computer Specialist • Master of Business Administration • Psychology Specialist

Experience & Education

Position:
Chipset Product Line Analyst at Intel Corporation
Location:
Sacramento, California Area
Industry:
Semiconductors
Work history:
Intel Corporation - Folsom, CAChipset Product Line Analystsince May 2012Intel Corporation Chipset Desktop P&L AnalystAug 2010 - May 2012
Financial Advisor at La Familia Counseling Center
Full Profile

David Dollar Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Biotechnology Professional • Biologist • Biological Scientist • General and Operations Manager • Director of Operations • Financial Officer • Financial Manager • Corporate Executive • Advisor

Experience & Education

Position:
President at Dollar Automotive Group, Inc.
Location:
Sacramento, California Area
Industry:
Biotechnology
Work history:
Dollar Automotive Group, Inc. - El Dorado Hills, CAPresidentsince Nov 2009European Economic Development Council Executive Board MemberMar 2009 - Jun 2012
Skills:
Start-ups, Strategic Planning, Executive Management, New Business Development, Business Strategy,...
Business/Financial Consultant at Bentec Medical
Full Profile

Ryan Lamb Folsom, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Budget Officer • Financial Compliance Examiner • Auditor • Government Administration Professional • Supervisor • Managers • Community Service Manager • Accounting Bookkeeper • Bookkeeper • Master of Science

Experience & Education

Position:
Contract Price Cost Analyst at Defense Contract Management Agency
Location:
Folsom, California
Industry:
Government Administration
Work history:
Defense Contract Management Agency Contract Price Cost Analystsince Nov 2009Franklin Templeton Investments Supervisor _ PricingJul 2002 - Nov 2009
Financial Advisor at Morgan Stanley
Full Profile

Debbie Moorhouse Sacramento, CA

Professions & Specialties

Relationship Manager • Account Service Manager • Client Service Officer • Supporting Member • Team Member • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Associate Relationship Manager - PFD at Principal Financial Group
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Principal Financial Group - El Dorado Hills, CAAssociate Relationship Manager - PFDsince Mar 2013Principal Financial Group Strategist - Alliance Management GroupJan 2007 - Mar 2013
Skills:
Series 7, Mutual Funds, Marketing Strategy, Strategic Planning, Key Account Management
Certifications:
Accredited Asset Management Specialist, College for Financial Planning
Financial Advisor at Ameritas
Full Profile

Phillip Borup Folsom, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Director • Chief Executive Officer • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Controller • Counselor • Advisor • Operations Manager • Area Manager • Managers • Master of Business Administration

Experience & Education

Work

Company:
Worldwide child relief foundation
Consultant / executive director
Company:
Perfectus military benefits group - Folsom, CA
Chief financial officer / general manager

Skills

Extensive Financial Background | Top-Tier Management Ability | Revenue Development Expert
Full Profile

Donnie Nielsen Sacramento, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Education Professional • Instructor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Education Specialist at Aon Hewitt
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Aon Hewitt - Sacramento, California AreaFinancial Education Specialistsince Apr 2013Scottrade - Folsom, CASenior StockbrokerMar 2009 - Apr 2013
Financial Advisor at Edward Jones
Full Profile

Kimberly Jackson Folsom, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Substitute Teacher • Educator • Education Professional • Instructor • Inhome Care Giver • Personal Care Aide • Special Education Professors • Advisor • Computational Scientist • Computer Scientists • Operations Manager

Experience & Education

Work

Company:
Washoe county school district - Reno, NV
Substitute teacher
Company:
Washoe county school district - Reno, NV
In home caregiver

Skills

Substitute teaching license K-12 and Special Education, Aesthetician License
Full Profile

Paul Suchanek Folsom, CA

Professions & Specialties

Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Sales Manager • Sales Director • Manager • Operations Manager • Owner • Chief Executive • Bachelor of Science • Business Administrator • Advisor

Experience & Education

Work

Company:
Mercedes-benz el dorado hills
Internet sales manager
Company:
Lexus rivercenter - Cincinnati, OH
Sales manager / e-commerce manager / internet sales manager
Full Profile

Steven Thome Folsom, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Shop Manager • Chief Executive Officer • Sales Manager • Corporate Executive • Chief Executive • Team Leader • Operations Manager • Bachelor of Science • Managers

Experience & Education

Work

Company:
Rite aid - Sacramento, CA
Store manager
Company:
Hd supply repair & remodel - Santa Clara, CA
General manager
Full Profile

Ravona Colliander Folsom, CA

Professions & Specialties

Financial Services Sales Agent • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Administrative Associate • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
Oncor insurance services
Administrative assistant
Company:
Pilgrim haven retirement community - Los Altos, CA
Marketing/resident services
Full Profile

Forth Hoyt Folsom, CA

Professions & Specialties

Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Agent • Sales Representative • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Market Analyst • Market Research Analyst

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Horse properties, Probate, Staging, Relocation
Work:
Keller Williams
Folsom, CA
(916) 248-7777 (Phone)
License #01319540
Certifications:
SRES, SFR, CRS, e-PRO, CDPE, IMSD, Certified HAFA Specialist
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
fishing, hunting, skiing, team roping, rodeo, biking, hiking, camping, family, reading, horses, dogs, 4-wheelers
..my Securities license and worked as a Financial Advisor with American Express
Full Profile

Ken Wong Folsom, CA

Professions & Specialties

Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Managing Broker • Financial Manager • Advisor • Property Manager • Real Estate Sales Agent • Real Estate Manager • Marketing Professional • Advertising Sales Agent • Buyer • Sales Person • Buyer and Seller • Sales Representative

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Horse properties, Relocation, Property Management
Work:
Star Home USA, Property Manager
El Dorado Hills, CA
(916) 678-1818 (Phone)
License #01305212
Client type:
Home Buyers, Landlords
Property type:
Single Family Home, Condo/Townhome, Residential Rental
Languages:
Mandarin, Cantonese
Skills:
Full Service Investment Expert, Property Management, Exchanges
Full Profile

Sharon Smith Snowline Camp, CA

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional

Experience & Education

Work

Company:
Rob santoriello
Assistant to financial advisor
Company:
Trader joe's
Full Profile

Josh Newberry San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Chairperson • Vice President • Chief Executive • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Region Manager • Marketing Manager • Area Manager • Managers • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Assistant Vice President at Financial Solutions Advisor
Title:
Financial Advisor
Location:
San Jose, California
Industry:
Financial Services
Work history:
Financial Solutions Advisor - SacramentoAssistant Vice Presidentsince 2007Comprehensive Construction Cleanup (CCC) - Folsom, CAPresident2003 - 2008
Full Profile

David Fillmore Portland, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Director of Operations • Wellness and Fitness • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Apprentice • Analyst • Analysts • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Product Experience Manager at The Regence Group
Title:
Strategic Market Insights Cambia Health
Location:
Portland, Oregon Area
Industry:
Health, Wellness and Fitness
Work history:
The Regence Group Product Experience Managersince Jul 2006Blue Shield of California Operations ManagerMar 2005 - Aug 2006
Skills:
Insurance, Analytics, Data Analysis, Strategic Planning, Health Insurance, Process Improvement,...
Languages:
English, Spanish
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