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Financial Consultants in Hayward, CA

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52 results found

Norman Lam Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorEducatorEducation ProfessionalInstructorMarketing DirectorOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ConsultantMarket AnalystMarket Research AnalystOffice ClerkClerical SpecialistCorporate ExecutiveOperations ManagerIndependent Business OwnersWeb MarketerDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Marketing Director at World Financial Group (WFG), Owner at 2xhappy.com
Title:
Financial Consultant, College Consultant, Financial Educator, Marketing Director
Location:
Hayward, California
Industry:
Financial Services
Work history:
World Financial Group (WFG) - HaywardMarketing Directorsince Sep 20112xhappy.com Ownersince Jun 2007

John Cho Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystAccounts PayableAccounts Payable SpecialistAccounts ReceivableFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarket AnalystMarket Research AnalystSupporting MemberTeam MemberData Entry SpecialistData Scientist

Experience & Education

Title:
Financial Analyst
Location:
Castro Valley, California
Industry:
Financial Services
Work history:
Spire Restaurant & Bar - San Francisco Bay AreaFinancial Consultant - AssistantSep 2010 - Mar 2011Charles Schwab Trust Company - San Francisco Bay AreaSr. Associate of Cash OperationsMar 2007 - Sep 2009

Juan Maldonado Newark, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSoftware Developers

Experience & Education

Position:
Senior Financial Consultant at Adaptive Planning
Location:
Newark, California
Industry:
Financial Services
Work history:
Adaptive Planning - Mountain View, CASenior Financial Consultantsince Feb 2013Tiburcio Vasquez Health Center - Hayward, CAAccountantMay 2012 - Feb 2013

Cj Huang Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAdministrative AssociateEvent PlannerPlannerLeaderAnalystsAdministrative ClerkClerical SpecialistManagersEvent ManagerSupporting MemberVolunteerTeam MemberNon-ProfitOperations ManagerChief ExecutiveTutorAgentServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeMaster of Business AdministrationBachelor of ScienceTax Accountant

Experience & Education

Work

Company:
Advanced semiconductor engineering (ase) group
Pricing analyst / office administrative assistant
Company:
World journal newspaper - Millbrae, CA
Social event coordinator and planner / tour leader

Skills

BILINGUAL: Proficient in English & Chinese (Mandarin and Cantonese) Tax (personal income...

Jack Kang Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeStudent WorkerManagerOperations ManagerBachelor of ScienceSoftware DeveloperSoftware DevelopersParalegal

Experience & Education

Work

Company:
Wells fargo bank
Financial consultant
Company:
Alternative asset investment management - New York, NY
Intern

Skills

Risk Management (FRM), Computer software: MS Excel, MS Access, Bloomberg, Yieldbook. Programming ...

Joseph Siacunco Alameda, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBudget OfficerFinancial Compliance ExaminerAuditorAccount ManagerField AuditorSales RepresentativeOperations Manager

Experience & Education

Work

Company:
Sutter pacific medical foundation
Financial consultant
Company:
Telecare corporation - Alameda, CA
Budget analyst

Skills

Detailed oriented and experienced in meeting tight deadlines with minimal supervision. Proficient...

Alynne Zielinski Hayward, CA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystMaster of Business AdministrationFinancial ManagerOperations ManagerAdvisorSoftware EngineerSoftware Developers

Experience & Education

Work

Company:
Wells fargo advisors
Financial advisor for high net worth clients
Company:
Edward jones investments - Dublin, CA
Financial advisor

Sea Zou Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeClerical Specialist

Experience & Education

Work

Company:
Massmutual financial group
Financial advisor
Company:
New york life insurance co - San Mateo, CA
Agent

Skills

Client relations expert,Complaint handling and resolution,Skilled negotiator, great...

Jim Guzman Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance SalespersonInsurance ProfessionalUnderwriterCertified Nurse AideNurseNurse Practitioner

Experience & Education

Work

Company:
Aig - Manila
B. insurance sales agent and financial counselor
Company:
Clementina c. lacaden residence
C. household administrator

Saul Rodriguez Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerBusiness Development ManagerSales ManagerSales DirectorOperations ManagerCustomer Service

Experience & Education

Work

Company:
Comcast business services
Business account executive
Company:
Ing - San Ramon, CA
Registered financial consultant

Jean Dumlao Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistTalent Acquisition AdvisorRecruitmentTalent AgentTechnical Support Specialists

Experience & Education

Work

Company:
Volt workforce solutions
Recruiter / talent acquisition
Company:
Primerica financial services
Financial consultant

Mary Jeys Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBookkeeperFounderFounding MemberChief ExecutiveAdministrative Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare Support

Experience & Education

Work

Company:
Ponk productions (part-time)
Bookkeeper, financial advisor
Company:
Brooklyn torch project
Founder, artist

Elisia Nieves Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentSales Manager

Experience & Education

Work

Company:
Direct tv
Sales representative
Company:
Transamerica/wfg
Financial advisor

Skills

Strong organizational skills
Active listening skills
friendly
multiuser
Adaptive...

Christopher Palisoc Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberBusiness AdministratorOperations ManagerTravel Agent

Experience & Education

Work

Company:
Transamerica-world financial group
Financial advisor associate
Company:
Eco city cycles
Pedcabber

Skills

Life Insurance Licensed, Cold Call face-to-face sales marketing, Warm market sales, Finance...

Candace Threlfall Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateTechnicianSupporting MemberAdministrative ClerkClerical SpecialistTechnical SpecialistTechnical Support SpecialistsTeam Member

Experience & Education

Work

Company:
Forensic analytical sciences, inc
Forensic evidence technician/administrative associate
Company:
Wells fargo bank - Los Altos, CA
Financial advisor

Skills

Evidence Management, Ethics, Inventory Management, Business Management, Customer Service, Marketing ...

Marvin Yan Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior Project ManagerSenior ManagerOperations ManagerMaster of Business Administration

Experience & Education

Work

Company:
Kaiser permanente
Senior project manager
Company:
Kaiser permanente
Financial consultant

Skills

Project Management, Business Intelligence, Financial Planning and Analysis, Managing Data, Programming

Zenobia Lombard Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AdministratorOperations Manager

Experience & Education

Work

Company:
Family tax services - Oakland, CA
Office administrator
Company:
Family tax services - El Sobrante, CA
Financial consultant

James Kang Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentField RepresentativeCompliance Officer

Experience & Education

Work

Company:
Hartford insurance company
Property field representative
Company:
Edward jones investments - San Jose, CA
Financial advisor

Ji Lee Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystIndependent Business OwnersContractor

Experience & Education

Work

Company:
Kaiser permanente
Financial analyst
Company:
Wells fargo - San Francisco, CA
Financial consultant (contractor)

Skills

Advanced excel (vlook-up, pivot tables, etc), Access, Outlook, SQL, VBA

John Cho Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam Member

Experience & Education

Work

Company:
Spire restaurant & bar - San Francisco, CA
Financial consultant
Company:
Charles schwab trust company - San Francisco, CA
Sr. associate of operations

Andrew Mitchell Hayward, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystCounselorSecurityTeam MemberAnalystsAdvisorFinancial AnalystCertified Nurse AideNurseNurse PractitionerFinancial DirectorChief Executive OfficerProgram DirectorFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveOperations ManagerMaster of ScienceModelBusiness AdministratorOrganization ManagementControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Administrative OfficerCommunity Service ManagerMaster of Business AdministrationBachelor of ScienceMathematicsMathematicianGovernment Administration ProfessionalInformation Technology SpecialistComputer Software ProfessionalData Entry SpecialistData ScientistIT SpecialistSoftware DevelopersGraphic Design SpecialistGraphic DesignerLecturerPostsecondary TeacherSales AgentSales Representative

Experience & Education

Position:
Industry Working Group (IWG) at Sustainability Accounting Standards Board (SASB), Strategy Analyst...
Title:
Financial Engineering & Risk Management / Investment Analytics & Systems
Location:
Castro Valley, California
Industry:
Investment Management
Work history:
Sustainability Accounting Standards Board (SASB) - San Francisco Bay AreaIndustry Working Group (IWG)since Feb 2013Taproot Foundation - San Francisco, CAStrategy Analyst / Financial Analyst & Consultantsince May 2008
Skills:
Relationship Building & Networking, Sustainability Accounting Standards, Portfolio Management,...
Financial Advisor Associate at Morgan Stanley Weal..

Dale Boliba Hayward, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount RepresentativeClient Service OfficerPhilanthropeNon-ProfitCustomer ServiceSales RepresentativeHuman Resources SpecialistRecruitmentArmy Lieutenant Colonel

Experience & Education

Position:
Asset based LTCI Specialist at Calif Long Term Care Inc
Title:
Helping individuals build a safer future by protecting assets through Long Term Care insurance.
Location:
Hayward, California
Industry:
Insurance
Work history:
Calif Long Term Care Inc - Calif, OreAsset based LTCI Specialistsince Dec 2007The Foresters - Hayward CaAccount RepNov 2000 - May 2005
Skills:
Long Term Care Insurance, Long-term Care Products, Asset Based Long Term Care, Term Life Insurance, ...
Financial Advisor Resource Group

Gemmabele Manuel Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTax AccountantFinance and Accounting SpecialistFinancial AnalystAccounting ClerkAccounting BookkeeperBookkeeperAnalystAnalystsBachelor of Business AdministrationHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Tax Accountant at Chiang & Youngberg, LLP
Title:
Financial, Tax, & Bookeeping Professional
Location:
Hayward, California
Industry:
Accounting
Work history:
Chiang & Youngberg, LLP - San Jose, CATax Accountantsince Nov 2012Alameda Hospital Staff/ Sr. AccountantAug 2009 - Nov 2011

Andrew Mitchell Hayward, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness Intelligence ProfessionalAnalystBusiness ConsultantAdvisorAnalystsSupporting MemberCounselorBusiness AnalystTeam MemberMaster of ScienceMaster of Business AdministrationBachelor of ScienceFinancial AnalystGraphic Design SpecialistGraphic Designer

Experience & Education

Work

Company:
Global infotech corporation
Business intelligence analyst
Company:
Investment banking institute - San Francisco, CA
Financial modeling and valuation

Skills

Microsoft Excel, Word, PowerPoint, Outlook, Explorer, Access, OneNote, Visio, SQL, Business...

Nickole Johnson Oakland, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief AccountantAccount ManagerManagement AnalystAnalystsAccounting BookkeeperAccounts Payable ManagerAccounts PayableBookkeeperBusiness AdministratorBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Robert half international, sps division
Senior accountant
Company:
Sungevity, inc - Oakland, CA
Contract management analyst

Skills

Deferred Revenue Recognition, Commissions, GL Account Reconciliations, Contract Management

Joe Robinson Hayward, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount RepresentativeClient Service OfficerManagerOperations ManagerCustomer ServiceBillerBusiness AdministratorTeam Member

Experience & Education

Work

Company:
Monogram biosciences
Account representative
Company:
Active care physical therapy
Billing manager

Vandana Behl Hayward, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerChief AccountantAccount ManagerAccounting BookkeeperBookkeeperRepresentativeAnalystsBachelor of Science

Experience & Education

Work

Company:
Alameda hospital
Accounting manager
Company:
Tenet healthcare corp., los gatos community hospital - Los Gatos, CA
Senior accountant

Jeff Hsieh Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness SpecialistPilotAir Transportation WorkerOperations ManagerActing ProfessionalImpersonatorBachelor of ArtsHigh School TeacherSecondary School Teacher

Experience & Education

Work

Company:
Jingo international records co. ltd
International business specialist
Company:
China airlines
Pilot taipei/taiwan

Les Kimbley Hayward, CA

Professions & Specialties

AdvisorRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceTeam MemberOperations Manager

Experience & Education

Work

Company:
H&r block - Castro Valley, CA
Tax advisor
Company:
Wells fargo bank - San Jose, CA
Business relationship manager

Nicole Clark Hayward, CA

Professions & Specialties

Financial Services Sales AgentReceptionistFront Desk ClerkOffice AssistantFront Office ReceptionistOffice ClerkClerical Specialist

Experience & Education

Work

Company:
National elevator, inc - Pleasanton, CA
Service receptionist
Company:
R.q. electric, inc - Hayward, CA
Office manager

Anthony Ii Hayward, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsCredit AnalystLoan AccountantStudent Worker

Experience & Education

Work

Company:
First republic bank
Residential lending analyst
Company:
First republic bank
Sba credit analyst

Sandra Montesdeoca Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentContractorBachelor of ScienceIndependent Business Owners

Experience & Education

Work

Company:
Comerica bank
Commercial operation administrator
Company:
Pmi group - Walnut Creek, CA
Senior lead mitigation specialist

Skills

Strong written and Oral Communication,Legal Research, Analysis, Operation Management,Sales Skills,...

Nasanbuyan Gunchin San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersSales Account AssociateSales ExecutiveSales ManagerOperations ManagerFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTrickmasterObject Manipulation SpecialistBachelors DegreeBusiness AdministratorAutomotive SpecialistAutomotive ProfessionalWatchman

Experience & Education

Position:
Financial Advisor at Waddell & Reed, Sales Associate at AutoNation
Title:
Sales Associate at AutoNation
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Waddell & Reed Financial Advisorsince Jul 2013AutoNation - HaywardSales Associatesince Aug 2012
Certifications:
Life and Health Insurance License
Series 7 test, FINRA

Jason Tsui San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficerLoan OfficersSupporting MemberCoordinatorTeam MemberManagersSoftware TesterComputer SpecialistBusiness AdministratorTour GuideInformation Technology SpecialistIT SpecialistBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales RepresentativeOperations Manager

Experience & Education

Position:
Associate Digital Solutions Coordinator at Acxiom, Financial Advisor at Transamerica
Title:
Associate Digital Solutions Coordinator at Acxiom
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Acxiom - Foster CityAssociate Digital Solutions Coordinatorsince Nov 2011Transamerica - Santa ClaraFinancial Advisorsince Sep 2011

Savita Biyani San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorHaywardWatchmanFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Private Client Advisor, at JP Morgan Securities LLC,, Chase Investments Financial Advisor, a...
Title:
JP Morgan Securities LLC, Private Client Advisor, Hayward, CA
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
JP Morgan Securities LLC, Private Client Advisor,Chase Investments, a part of J.P. Morgan Securities LLC - Hayward, CAChase Investments Financial Advisor, a Registered Represince Mar 2011

Joyce Li San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersSupervisorContractorManagers

Experience & Education

Work

Company:
Pacific gas and electric company (pg&e) - San Francisco, CA
Regulatory supervisor
Company:
Wells fargo bank (wf) - San Francisco, CA
Financial consultant (contractor)

Bella Ostrovskaya San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief AccountantBookkeeperAccount ManagerOperations ManagerOffice ClerkClerical Specialist

Experience & Education

Work

Company:
Nirvana media group
Financial consultant
Company:
Asian & pacific islander wellness center - San Francisco, CA
Senior accountant

Pamela Carnes San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerDirectorChief ExecutiveOperations ManagerBenefits SpecialistCompensations and BenefitsChief Executive OfficerPartnerChairpersonVice PresidentFinancial OfficerFinancial ManagerProject ManagersCorporate ExecutiveFinancial AnalystControllerCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHospital Care ProfessionalHealth ProfessionalHealth PractitionerManagersSurgical Specialist

Experience & Education

Position:
Director, Small Business & Group Benefits Specialist at LegalShield, Owner at C & C...
Title:
Business Processes & Profitability Executive / ID Theft & Legal Benefits Specialist / Business Owner
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
LegalShield - Hayward, CaDirector, Small Business & Group Benefits Specialistsince Jul 2010C & C Electrical Supply, LLC - Hayward, CAOwnersince Jan 2011
Skills:
Result Oriented Leader, Strategic Planning, Building Business Partnerships, Multi-Site...
controller and financial advisor to Division President for $393M..

Bill Mulgrew San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentClient Service OfficerAdvocateJuristLegal CounselOrganization ManagementOwnerChairpersonOperations ManagerChief ExecutiveCustomer ServiceAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNetwork Administrator

Experience & Education

Position:
Business Service Representative at Rubicon Programs Inc.
Title:
Professional Staffing and Economic Development
Location:
San Francisco Bay Area
Industry:
Nonprofit Organization Management
Work history:
Rubicon Programs Inc. - Hayward, CABusiness Service Representativesince Sep 2012Service Brands International - Castro Valley, CAEntreprenuer-Franchise OwnerFeb 2005 - Apr 2011
Skills:
Customer Service, Strategic Planning, Coaching, Team Building, Sales, Start-ups, Process...
Financial Advisor at American Express Financial Ad..

Kristen Francis San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerReceptionistFront Desk ClerkSecurityOffice AssistantFront Office ReceptionistOffice ClerkClerical SpecialistEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonVice PresidentSales ManagerSales DirectorChief Administrative OfficerChief ExecutiveManagersFinancial ManagerAccounting BookkeeperBookkeeperFood ServerProperty ManagerReal Estate Manager

Experience & Education

Position:
Receptionist/Admin at Waypoint Homes
Location:
San Francisco Bay Area
Industry:
Security and Investigations
Work history:
Waypoint Homes - Oakland, CAReceptionist/Adminsince Aug 2012SureShred Security - Hayward, CAOffice ManagerJun 2011 - Aug 2012
Financial Advisor at Ameriprise Financial Services

Michael Cabrera New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChairpersonPartnerChief Executive OfficerChief ExecutiveCorporate ExecutiveGeneralistOperations ManagerBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPersonnel ManagerPersonnel SpecialistRecruitment

Experience & Education

Position:
President at Regal Staffing
Location:
Greater New York City Area
Industry:
Staffing and Recruiting
Work history:
Regal Staffing - Greater New York City AreaPresidentsince Jan 2013Managing Partners International - 300 East 42nd Street, New York, NYPartner / New York Office Managing DirectorFeb 2012 - Jan 2013
Financial Advisor at First Republic Group

Jeannie Clayton San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentControllerAccounts PayableAccounts Payable SpecialistHuman Resources SpecialistRecruitmentEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonFinancial DirectorFinancial OfficerFinancial ManagerBookkeeperChief ExecutiveOperations Manager

Experience & Education

Position:
Controller at Atkins Ranch Inc.
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Atkins Ranch Inc. - Fremont, CAControllersince May 2009Toyota Material Handling No. California - Hayward, CAControllerOct 2001 - Jul 2008
Financial consultant firm providing accounting ser..

Margaret Waruingi Santa Cruz, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerHealth Insurance AgentInsurance SalespersonInsurance ProfessionalUnderwriterFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTitle Examiner

Experience & Education

Title:
Real Estate
Location:
Santa Cruz, California
Industry:
Real Estate
Work history:
Apple One - City of OaklandCustome Service Temp for Section 8 HousingSep 2009 - Feb 2010First American Title - MontclairEscrow AssistantApr 2009 - Aug 2009
Financial Advisor at Waddell & Reed

Christine Vinciguerra San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerMarketing ManagerFinancial DirectorFinancial OfficerFinancial ManagerMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitmentNon-ProfitChief ExecutiveProduction ManagerOperations ManagerProject ManagersProject ManagerAnalystAnalystsSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeMaster of ScienceMaster of Business AdministrationComputer Software ProfessionalSoftware DevelopersLawyers

Experience & Education

Position:
Marketing Manager at ConnectAndSell, Inc
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
ConnectAndSell, Inc Marketing Managersince Feb 2013Emergency Shelter Program - Hayward, CADirector of FinanceOct 2011 - Dec 2012
Skills:
Product Marketing, Start-ups, Investments, Product Management, Management, Asset Managment,...
..aimed at attracting assets from the Financial Advisor/RIA channel

Bonnie Whitler San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorBoard MemberFinancial OfficerFinancial ManagerOperations ManagerManagement Team ExecutiveOrganization ManagementChief ExecutiveCoordinatorSupporting MemberManagersTeam MemberPsychology Specialist

Experience & Education

Position:
Director of Finance and Operations at Children's Day School
Title:
Independent School Business Officer
Location:
San Francisco Bay Area
Industry:
Nonprofit Organization Management
Work history:
Children's Day School Director of Finance and Operationssince Oct 2010Richmond Emergency Food Pantry Board member2001 - 2011
Skills:
Program Development, Staff Development, Non-profits, Fundraising, Grant Writing, Community...
Financial Consultant at San Francisco Study Center

Keith Wong San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerControllerCertified Public AccountantAccounting BookkeeperBookkeeperLogisticianMaster of Business AdministrationLogistics Supply Chain Professional

Experience & Education

Position:
Accounting Manager at Saxco International LLC
Location:
San Francisco Bay Area
Industry:
Semiconductors
Work history:
Saxco International LLC - Oakland, CAAccounting Managersince Oct 2011MEMC/Solaicx - Santa Clara, CAAccounting ManagerMar 2007 - Oct 2011

Grace Multani Atlanta, GA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerControllerChief ExecutiveOperations ManagerAgentSales RepresentativeModelBachelor of Business AdministrationAdvisor

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Alpharetta, GAFinancial Advisorsince Apr 2013Ameriprise Financial Services, Inc. - 3790 Holcomb Bridge Road, Suite 202, Norcross, GA - 30092Certified Financial PlannerJan 2011 - Mar 2013
Skills:
Management, Financial Modeling, Financial Analysis, Bonds, Portfolio Management, Equities,...
Languages:
English, Hindi, Punjabi

Christa Bormann Los Angeles, CA

Professions & Specialties

Debt CounselorFinancial ConsultantCollections SpecialistCollectorCredit CounselorFinancial Services ProfessionalFinancial Services Sales AgentRepossessorProducerDeputy DirectorDeputy ManagerChief ExecutiveCoordinatorIndependent ContractorManagersContractorAccount ManagerIndependent Business OwnersSales AgentSales RepresentativeManagerOperations ManagerSales ManagerExecutive Administrative AssistantBusiness AdministratorManufacturing LaborerLaborerAdministrative AssociateAdministrative ClerkClerical SpecialistBookkeeperAccounting BookkeeperFinancial AnalystSales Account ManagerServices ProfessionalSales and Service SpecialistSales ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of CeremoniesEntertainment ProfessionalEntertainer

Experience & Education

Position:
Assistant Producer, Assistant Director, and Production Coordinator at Independent Contractor Film...
Title:
Assistant Producer, Assistant Director, and Production Coordinator
Location:
Greater Los Angeles Area
Industry:
Motion Pictures and Film
Work history:
Independent Contractor Film and TV - Greater Los Angeles AreaAssistant Producer, Assistant Director, and Production Coordinatorsince Mar 2010Autobytel - Irvine, CARegional Account Manager - Dealer OperationsJul 2012 - Mar 2013
Skills:
Customer Service, Word, PowerPoint, Outlook, Excel, Sales Management, Inside Sales, Direct Sales,...
Senior Debt Counselor & Financial Advisor at Capital Debt Settlement

Karina Gillette San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentGeo ScientistGeoscientistPhotographerConstructionApprenticeHuman Resources SpecialistRecruitmentTax PreparerTax AccountantSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsChief Administrative OfficerChief ExecutiveBachelor of ArtsStudent Worker

Experience & Education

Position:
Staff Geologist at ETIC Engineering, Photographer at Robert Gillette Photography
Title:
Staff Geologist at ETIC Engineering
Location:
San Francisco Bay Area
Industry:
Environmental Services
Work history:
ETIC Engineering - Pleasant Hill, CAStaff Geologistsince Oct 2011Robert Gillette Photography - Hayward CAPhotographersince Jun 2006
Financial Consultant at Clemensen Construction

James Coles Pasadena, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSystems ArchitectMatlab DeveloperSoftware DevelopersSoftware DeveloperChief AccountantControlling SpecialistAccount ManagerControllerSubject Matter ExpertSkilled ProfessionalReviewerResearcherSurvey ResearcherTax AccountantAccounting BookkeeperBookkeeperStudent WorkerHealth ProfessionalHealth Practitioner

Experience & Education

Position:
NGIS Systems Engineer at Jet Propulsion Laboratory
Title:
Instrument Systems Engineer at Jet Propulsion Laboratory
Location:
Pasadena, California
Industry:
Defense & Space
Work history:
Jet Propulsion Laboratory - Pasadena, CANGIS Systems Engineersince Aug 2009University of California, San Diego Photonic Systems Research Group - La Jolla, CAPhotonic Systems Graduate ResearcherJan 2007 - Jun 2009
Languages:
English, Spanish
Financial Advisor Intern at Wachovia Securities



Financial Consultants near Hayward, CA03774111148185OaklandWalnut CreekPalo AltoSan MateoSunnyvalePleasantonMountain ViewMenlo ParkFremontSan Ramon