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Financial Consultants in California

Financial Consultants in Fresno, CA

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223 results found

Jeff Harpain Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Representative • Business Manager • Team Member • Finance and Accounting Specialist • Controller • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Agent • Supplier • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Chief Executive Officer • Financial Director • Operations Manager • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Management Team Executive • Community Service Manager • Student Worker

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial
Title:
Associate Financial Advisor at Ameriprise Financial, CA Insurance #0H08778
Location:
Fresno, California Area
Industry:
Investment Management
Work history:
Ameriprise Financial Associate Financial Advisorsince Sep 2010Gottschalks Advertising Business ManagerFeb 2006 - Apr 2009
Full Profile

Mike Leffler Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Portfolio Advisors, Inc.
Location:
Fresno, California Area
Industry:
Investment Management
Work history:
Portfolio Advisors, Inc. Financial Advisorsince 1994
Skills:
Financial Planning, Asset Management, Portfolio Management, Wealth Management, Income Tax...
Full Profile

April Lindblom Fresno, CA

Professions & Specialties

Financial Consultant • Collector • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Data Entry Specialist • Data Scientist • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Benefits Specialist • Compensations and Benefits • Medical Record Transcriber • Hospital Care Professional • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Health Professional • Health Practitioner • Oncologist • Medical Practice Professional • Medical Practitioner • Coordinator • Managers

Experience & Education

Position:
Administration Assistant / clerical Temp at Insurance Relief
Title:
Financial Counselor / AR Collection Specialist / Authorizations Rep.
Location:
Fresno, California Area
Industry:
Hospital & Health Care
Work history:
Insurance Relief Administration Assistant / clerical Tempsince Jan 2010Cancer Care Associates, Fresno Ca Financial Councelor / AR CollectionsMar 2009 - Dec 2009
Full Profile

Brian Ullmann Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Ford Financial Group
Location:
Fresno, California Area
Industry:
Capital Markets
Full Profile

Richard Roush Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Owner • Chairperson • Chief Investment Officer • Corporate Executive • Chief Executive • Management Analysts • Advisor • Counselor • Construction • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at Roush Investments, President at Wealth Advisor
Title:
Accredited Investment Fiduciary ®, Financial Advisor, Wealth Management, Portfolio Managemen , CEO @ Roush Investments
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Roush Investments - Fresno, California AreaOwnersince Jan 2010Wealth Advisor - Fresno, California AreaPresidentsince Jan 1977
Full Profile

Greg Standing Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • State Inspector General • State Inspector • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Inspector • Operations Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Health Professional • Health Practitioner

Experience & Education

Position:
CEO Founder at SIG Co
Title:
CEO at Standing Investment Group
Location:
Fresno, California Area
Industry:
Real Estate
Work history:
SIG Co CEO Foundersince Feb 2009County Bank Financial Services Financial AdvisorAug 2008 - Jan 2009
Full Profile

Kenyatte Morgan Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Partner • Financial Officer • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
CFO at AFN Financial
Title:
AFN Financial
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
AFN Financial CFODebt Resolutions Inc Financial consultant/ partnerJan 2010 - Jan 2011
Skills:
Financial Analysis, Investments, Venture Capital, Commercial Lending, Mergers, Forecasting, Asset...
Full Profile

Kari Meyer Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Team Member • Spokesperson • Representative • Administrative Clerk • Clerical Specialist • Bachelor of Science

Experience & Education

Work

Company:
Petsmart
Senior pet care specialist
Company:
Equita financial group - Fresno, CA
Financial advisor

Skills

Functions well independently, excellent mediation skills, deals equitably with all levels, great...
Full Profile

Dewi Setiady Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at World Financial Group
Location:
Fresno, California Area
Industry:
Food Production
Work history:
World Financial Group Financial Consultantsince May 2009
Full Profile

Eric Hirschfield Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Production Scheduler • Production Control Clerk • Representative • Engineering Technician • Pilot • Business Administrator • Technical Specialist • Technical Support Specialists • Air Transportation Worker • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelors Degree • Accounting Bookkeeper • Bookkeeper • Technicians • Operations Manager

Experience & Education

Position:
Production Scheduler at Guardian Industries
Location:
Fresno, California Area
Industry:
Management Consulting
Work history:
Guardian Industries Production Schedulersince Feb 2013Cambridge Investment Research - Fresno, California AreaIndependant Financial AdvisorJun 2011 - May 2012
Full Profile

Jared Kaiser Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mathematics Professor • Mathematical Science Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Operations Manager • Bachelor of Science • Organization Management • Administrative Clerk • Clerical Specialist • Managers • Secretary • Student Worker • Entertainer

Experience & Education

Position:
Mathematics Teacher at parlier unified school district
Location:
Fresno, California
Industry:
Financial Services
Work history:
Parlier unified school district - Parlier High SchoolMathematics Teachersince Jul 2013Transamerica - Fresno, California AreaFinancial ConsultantApr 2013 - Jul 2013
Full Profile

Michael Marini Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Sales Manager • Sales Director • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Position:
Financial Advisor, Second Vice President at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisor, Second Vice Presidentsince Nov 2006OK Produce Sales ManagerSep 2001 - Sep 2006
Full Profile

Alberto Chuman Fresno, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • High School Diploma • Managers

Experience & Education

Work

Company:
Morgan stanley smith barney - Fresno, CA
Financial advisor trainee
Company:
Bank of america - Fresno, CA
Personal banker
Full Profile

Robert Seidel Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
FINANCIAL CONSULTANT at GERAWAN FARMS
Location:
Fresno, California Area
Industry:
Food Production
Work history:
GERAWAN FARMS FINANCIAL CONSULTANT
Full Profile

Greg Fraser Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Manager • Chief Executive • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Managers • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Sep 2009Charles Schwab & Co., Inc. VP/Branch ManagerJul 1995 - May 2009
Full Profile

Jeff Bradshaw Clovis, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Representative • Advisor • Agent • Sales Agent • Sales Representative • Commodities Clerk • Automotive Professional • Biologist • Biological Scientist

Experience & Education

Position:
Owner at Sierra Pacific Financial Services, Inc.
Title:
Independent Financial Advisor
Location:
Clovis, California
Industry:
Financial Services
Work history:
Sierra Pacific Financial Services, Inc. - Fresno, California AreaOwnersince 1999John Deere Agri Services - Fresno, California AreaNational Account Manager - Food Processsing Industry2006 - 2010
Full Profile

Barbara File Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Specialist • Loan Officers • Agent • Sales Representative • Counselor • Advisor • Finance and Accounting Specialist • Appraiser • Accounting Bookkeeper • Bookkeeper • Estimator • Financial Analyst • Managers • Property Manager • Real Estate Manager • Real Estate Sales Agent • Operations Manager • Chief Executive

Experience & Education

Position:
Broker/Financial Consultant at Barbara J. File
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Barbara J. File - Fresno, California AreaBroker/Financial Consultantsince Sep 1986Barbara J.File Certified General AppraiserMar 2003 - Oct 2010
Skills:
Real Estate, Single Family Homes, Short Sales, Mortgage, Residential
Full Profile

Jim Winter Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Waddell & Reed, Inc
Location:
Fresno, California Area
Industry:
Glass, Ceramics & Concrete
Work history:
Waddell & Reed, Inc Financial Advisor
Full Profile

Chris Davis Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Location:
Fresno, California Area
Industry:
Investment Management
Work history:
Merrill Lynch Senior Financial Advisor
Full Profile

Paul Hernandez Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Morgan Stanley Investment Management
Location:
Fresno, California Area
Industry:
Investment Management
Work history:
Morgan Stanley Investment Management Financial Advisor
Full Profile

Bobby Rocco Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at RBC Dain Rauscher
Location:
Fresno, California Area
Industry:
Investment Management
Full Profile

Erma Greathouse Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Nurse Practitioner • Operations Manager

Experience & Education

Work

Company:
Admitting
Financial counselor
Company:
Tri-city medical in oceanside - Oceanside, CA
Access representative
Full Profile

Rachel Stansberry Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Union banc Investment Services
Location:
Fresno, California Area
Industry:
Investment Management
Work history:
Union banc Investment Services Financial Advisor
Full Profile

Heather Silva Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Bank of America
Title:
Financial advisor
Location:
Fresno, California Area
Industry:
Retail
Work history:
Bank of America Financial advisorsince 2011
Full Profile

Angelique Alejandre Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Work

Company:
Bbva compass
Finanancial advisor
Company:
Bank of the west - Fresno, CA
Financial advisor assistant

Skills

Customer service, management, insurance and investment experience. Bilingual, Fluent in English...
Full Profile

Nicolas Allen Fresno, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor at Brouwer, DeJong & Assoc., A private wealth advisory practice of Ameriprise Financial Services, Inc.
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Brouwer, DeJong & AssociatesFinancial Advisorsince Jan 2009
Full Profile

Jeanette Herrera Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager

Experience & Education

Work

Company:
Itt technical institute - Fresno, CA
Financial advisor
Company:
Sjvc - Fresno, CA
Financial advisor
Full Profile

Rocio Alcantar Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bartender

Experience & Education

Work

Company:
Daily grill
Server/bartender
Company:
Daily grill - Fresno, CA
David lomettie financial advisor
Full Profile

Cliff Wilson Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager • Non-Profit

Experience & Education

Position:
Financial Advisor at Securities America, Financial Advisor at Securities America, Inc. Member...
Title:
Financial Advisor at Securities America, Inc. Member FINRA/SIPC
Location:
Fresno, California
Industry:
Financial Services
Work history:
Securities America - 755 N. Peach Ave. Ste. B-11, Clovis, CA 93611Financial Advisorsince Jan 2009Securities America, Inc. Member FINRA/SIPC Financial Advisor
Skills:
Retirement Planning, Retirement, IRA's, Wealth, Long Term Care, Asset Allocation, Estate Planning,...
Full Profile

Elaine Cooper Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Vibra health care
Patient financial counselor
Company:
Community medical centers - Fresno, CA
Patient financial counselor
Full Profile

John Whitworth Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager • Managers

Experience & Education

Position:
Vice President, Practice Development at SCF Securities, Inc.
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
SCF Securities, Inc. Vice President, Practice Developmentsince Sep 2002Morgan Stanley Dean Witter Financial AdvisorFeb 2001 - Sep 2002
Full Profile

Denise Karle Fresno, 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 with the practice of Donavan Brouwer, CFP at Ameriprise Financial
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor with the practice of Donavan Brouwer, CFPsince Feb 2007Ameriprise Financial Services, Inc. Financial Advisor1997 - 2012
Skills:
Financial Planning, Retirement Planning Strategies, Estate Planning Strategies, Tax Planning...
Full Profile

Adam Tirapelle Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Founder • Founding Member • Chief Executive • Team Member

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince 2009Merrill Lynch Financial AdvisorFeb 2006 - Feb 2009
Full Profile

Robin Kezirian Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Publishing Professional • Contractor • Independent Business Owners

Experience & Education

Position:
Owner at Robin Kezirian Insurance Agency
Title:
Insurance and Financial Consultant
Location:
Fresno, California Area
Industry:
Insurance
Work history:
Robin Kezirian Insurance Agency - Fresno, California AreaOwnersince Jan 2007California State University, Fresno StudentAug 2003 - Jun 2007
Skills:
Insurance, Health Insurance, Commercial Insurance, Non-profits, Event Planning, Social Media...
Full Profile

Emlen Miles-mattingly Madera, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Chief Executive

Experience & Education

Position:
Princor Registered Representative/Financial Advisor at Principal Financial Group
Title:
Financial Advisor at Principal Financial Group
Location:
Madera, California
Industry:
Financial Services
Work history:
Principal Financial Group - 1350 E. Spruce Ave Fresno, CA 93720Princor Registered Representative/Financial Advisorsince Jan 2013Edward Jones - Madera, CAFinancial AdvisorJul 2012 - Dec 2012
Full Profile

Ronald Samuel Fresno, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial, Inc., Owner at Ronald Samuel & Associates
Title:
Financial Advisor, Ameriprise Financial
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial, Inc. Financial Advisorsince Oct 2001Ronald Samuel & Associates - Fresno, California AreaOwnersince Oct 2001
Certifications:
Chartered Retirement Planning Counsler
Life Only, Accident & Health Insurance Agent, California Department of Insurance
Full Profile

Daniel Del Real Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Property Manager • Real Estate Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Business Account Manager at AT&T
Location:
Fresno, California
Industry:
Telecommunications
Work history:
AT&T - Northern CaliforniaBusiness Account Managersince May 2012Edward Jones - Central Valley, CaliforniaFinancial Advisor2008 - 2009
Skills:
Investments, Real Estate, Investment Properties, Commercial Real Estate, Brokerage, Asset...
Full Profile

Matt White Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President, Founder at Endurance Investment Strategies
Title:
Financial Advisor
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Endurance Investment Strategies President, Foundersince Aug 2010Edward Jones Financial AdvisorApr 2007 - Aug 2010
Full Profile

Ken Hatfield Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Networking Officer • Vice President • Customer Relations • Chief Executive

Experience & Education

Position:
Financial Advisor & Director of Client Relations at Portfolio Advisors Inc.
Title:
Financial Advisor & Director of Client Relations, Portfolio Advisors Inc.
Location:
Fresno, California Area
Industry:
Investment Management
Work history:
Portfolio Advisors Inc. - 7571 N Remington Suite 105, Fresno, CA 93711Financial Advisor & Director of Client Relationssince Jul 2011The Fresno Bee - Fresno, California AreaVP Of Community Relations and Public AffairsSep 1972 - Feb 2011
Full Profile

Scott Zalaha Fresno, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at OneAmerica Financial Partners, Inc.
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
OneAmerica Financial Partners, Inc. Financial Advisorsince Oct 2002Avaya TCEOct 1987 - Jul 2001
Skills:
Retirement Planning, Qualified Retirement Plan Rollovers, Investment Risk Tolerance Assessment and...
Full Profile

David Scalzo Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer

Experience & Education

Position:
Financial Advisor/Financial Planning Specialist at Morgan Stanley Wealth Management
Title:
Financial Advisor/Financial Planning Specialist at Morgan Stanley Smith Barney
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisor/Financial Planning Specialistsince Sep 2006Bank of the West Customer Service2003 - 2006
Skills:
Retirement Planning, Asset Management, Investments, Pensions, Asset Allocation
Full Profile

Scott Young Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Vice President • Chief Executive • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Customer Service • Client Service Officer • Sports Trainer • Sports Trainers

Experience & Education

Position:
Financial Advisor Associate, Vice President - Investments at JPMorgan Securities
Title:
Financial Advisor Associate
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
JPMorgan Securities Financial Advisor Associate, Vice President - Investmentssince Mar 2011World Savings Branch ManagerMay 2002 - Jul 2007
Full Profile

Jarrett Perez Fresno, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
CCO, Associate Portfolio Manager at Two Oaks Investment Management, LLC, Financial Advisor at...
Title:
Portfolio Management
Location:
Fresno, California Area
Industry:
Investment Management
Work history:
Two Oaks Investment Management, LLC - Fresno, CACCO, Associate Portfolio Managersince Aug 2010Crowell, Weedon & Co. - Fresno, California AreaFinancial Advisorsince Dec 2006
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Full Profile

Karandeep Singh Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounts Receivable • Interpreter • Team Member • Senior Online Leader • Internet Marketing Manager • Web Marketer • Model • SalesForce Administrator • Visual Basic Developer • Database Administration Professional • Database Administrator • Software Developer • Software Developers • Master of Science • Language Specialist • Marketing Manager

Experience & Education

Position:
Financial Analyst/ Interpreter at Panational Inc.
Location:
Fresno, California Area
Industry:
Translation and Localization
Work history:
Panational Inc. Financial Analyst/ Interpretersince Apr 2010Stock and Option Solutions Financial ConsultantDec 2006 - Apr 2008
Full Profile

Justin Vartanian Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Position:
Financial Advisor at Brouwer, DeJong & Associates
Title:
Financial Advisor with Brouwer & DeJong
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Brouwer, DeJong & Associates Financial Advisorsince May 2009MDN Financial Services Inc. Assistant Branch ManagerAug 2008 - Jun 2009
Full Profile

Michael Gish Fresno, CA

Professions & Specialties

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

Experience & Education

Position:
Vice President at Morgan Stanley Smith Barney
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Morgan StanleyVice Presidentsince 2006KMPH REPORTER1998 - 2010
Financial Advisor
Full Profile

Daniel Conniff Fresno, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Region Manager • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
CFP® - First Vice President Financial Advisor at Morgan Stanley
Title:
CFP® - First Vice President Financial Advisor at Morgan Stanley Wealth Management
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Morgan Stanley - 5250 N. Palm Ave. Suite 321, Fresno, CACFP® - First Vice President Financial Advisorsince Nov 1996Cinamerica Theatres, L.P. - Martinez, CARegional DirectorMar 1977 - Sep 1996
Certifications:
Certified Financial Planner®, Certified Financial Planner Board of Standards
Full Profile

Mai Vue Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Representative • Counselor • Administrative Clerk • Clerical Specialist • Advisor • Organization Management • Psychology Specialist • Property Manager • Real Estate Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Administrative Assistant at Yang Property Management
Title:
Yang Property Management
Location:
Fresno, California Area
Industry:
Individual & Family Services
Work history:
Yang Property Management Administrative Assistantsince May 2004ACORN Housing Corp. Housing CounselorApr 2009 - Nov 2009
financial counselor
Full Profile

George Hinojosa Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Member • Manager • Operations Manager • Advisor • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Patnering with Pca Advisor Network, Managing Member at Rockvine, Retirement...
Title:
Managing Member at Rockvine
Location:
Fresno, California Area
Industry:
Insurance
Work history:
Patnering with Pca Advisor Network Financial Advisorsince Aug 2011Rockvine Managing Membersince Oct 2007
Full Profile

John Martin Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Financial Advisor at Principal Financial Group
Title:
--
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Principal Financial Group - Fresno, California AreaFinancial Advisorsince Sep 1999Minnesota Life Fianancial AdvisorMay 1989 - Sep 1999
Full Profile


Financial Consultants near Fresno, CA036912ClovisHanfordMaderaKingsburgLemooreCoarsegoldFowlerKermanTollhouse