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Financial Consultants in Huntington Beach, CA

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80 results found

Lee Jones Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperField Marketing SpecialistMarketing AdministratorMarketing ManagerFinancial Manager

Experience & Education

Position:
Senior Financial Advisor at Union Bank
Title:
Senior Financial Advisor
Location:
Orange County, California Area
Industry:
Banking
Work history:
Union Bank - Huntington Beach, CASenior Financial Advisorsince Jan 2012JPMorgan Chase - Laguna Hills, CAFinancial AdvisorOct 2004 - Dec 2011

Pinita Shah Santa Ana, CA

Professions & Specialties

Mortgage BrokerFinancial ConsultantMortgage SpecialistLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentNotary PublicLaw SpecialistLegal CounselNotaryLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEntrepreneurManagersAgentSales Representative

Experience & Education

Position:
Mortgage Broker & Real Estate Broker at Easy Financial, Attorney at Shah Law
Title:
Attorney, Real Estate & Mortgage Broker, Notary Public, Entrepreneur
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Easy Financial - Anaheim, CAMortgage Broker & Real Estate Brokersince Jul 2003Shah Law - Mission Viejo, CAAttorneysince Oct 2010
Languages:
Hindi, Gujarati, Urdu
Personal legal and financial advisor for individuals with real estate..

Patrick Hull Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberChief ExecutiveSales Representative

Experience & Education

Position:
Financial Advisor at Tax & Financial Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Tax & Financial Group - Newport Beach, CAFinancial Advisorsince Nov 2012Realty Advisor Services Company - San Juan CapistranoSales & Leasing AssociateJan 2011 - Oct 2012
Certifications:
Life Accident & Health Agent, CA Department of Insurance
Series 66 Uniformed Combined State Law, FINRA

Raymond Lee Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Consultant at ING
Title:
Independent Financial Consultant, Independent Insurance Agent
Location:
Huntington Beach, California
Industry:
Insurance
Work history:
ING - INGFinancial Consultantsince Sep 2011

Bob Meier Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerChief Operating OfficerOwnerCorporate ExecutiveChief ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerInvestorBusiness ConsultantAdvisorSchool PrincipalSchool AdministratorEducational Manager

Experience & Education

Position:
Financial Advisor at LBZ, CEO/COO at Meier Consulting Services Inc, Investor/Principal at GEOS Inc
Title:
CEO/COO Meier Consulting Services Inc
Location:
Huntington Beach, California
Industry:
Venture Capital & Private Equity
Work history:
LBZ - Huntington Beach, CaFinancial Advisorsince 2010Meier Consulting Services Inc - Huntington Beach, CACEO/COOsince 2005
Skills:
Strategic Planning, Financial Analysis, Venture Capital, Entrepreneurship, Business Planning,...

Brady Hampton Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeSports TrainerSports TrainersChief Administrative OfficerChief ExecutiveSales AgentCompliance ManagerBookkeeperFinancial Compliance ExaminerAuditorStudent Worker

Experience & Education

Position:
Enrolled Agent & Financial Coach at DB Accounting & Tax
Title:
Financial Advisor at Tax & Financial Group
Location:
Orange County, California Area
Industry:
Accounting
Work history:
DB Accounting & Tax - 8907 Warner Ave Suite 150, Huntington Beach, CA 92647Enrolled Agent & Financial Coachsince Jan 2012Taxco Financial Services - Santa Ana, CaliforniaEnrolled AgentDec 2010 - Jan 2012

Brianna Beach Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateIndependent ContractorNon-ProfitAdministrative ClerkClerical SpecialistContractorSports TrainerSports TrainersTeaching ArtistArts ProfessionalDeputy DirectorChief Administrative OfficerDeputy ManagerChief ExecutiveMusic DirectorIndependent Business Owners

Experience & Education

Position:
Conservatory Assistant at South Coast Repertory, Administrative Assistant at Larry J. Finn &...
Title:
Conservatory Assistant at South Coast Repertory
Location:
Orange County, California Area
Industry:
Performing Arts
Work history:
South Coast Repertory - Costa Mesa, CAConservatory Assistantsince Jul 2008Larry J. Finn & Associates - Huntington Beach, CAAdministrative Assistantsince Aug 2012
..operations for the office of an active financial advisor

Annie Dkrmanajian Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince May 2013Ameriprise Financial Services, Inc. - Huntington Beach, CAParaplannerJan 2012 - May 2013
Skills:
Event Planning, PowerPoint, Facebook, Promotions, Word, Financial Planning, Series 7, Life...

Tabetha Barber Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecurityPoliceOffice AssistantClerical SpecialistSales Account AssociateSales ExecutiveEducational Assistant TeacherTeaching AssistantHouse CleanerHousekeeping AideCleaning WorkerBachelor of Business AdministrationGeneral EducationHealth Information ManagerNursing AssistantHealth Services AdministratorMedical Services ManagerHealth Services ManagerAdvertising ProfessionalAdvertising Sales AgentSales Manager

Experience & Education

Position:
Alarm Dispatch Operator at General Monitoring Services
Location:
Huntington Beach, California
Industry:
Telecommunications
Work history:
General Monitoring Services - HBAlarm Dispatch Operatorsince Aug 2011Greenwood and Hall Financial AdvisorDec 2010 - Jan 2011

Brad Von Grote Irvine, CA

Professions & Specialties

Stock BrokerFinancial ConsultantCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOwnerChief ExecutiveLife Insurance AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatistician

Experience & Education

Position:
Investment Advisor Rep. at IFA
Title:
Investment Advisor at Index Funds Advisors
Location:
Irvine, California
Industry:
Financial Services
Work history:
IFA Investment Advisor Rep.since 2007Von Grote Financial - Huntington Beach, CAOwnerFeb 2002 - Mar 2007
Skills:
Financial Planning, Investments, Retirement, Securities
Financial Advisor

Lesley Throup Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinance and Accounting SpecialistTax ConsultantAccounting BookkeeperBookkeeperTax Accountant

Experience & Education

Title:
Independant Financial Advisor/Tax Counselor at Northern Orange County AARP/TCE
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Northern Orange County AARP/TCE - Huntington Beach CAIndependant Financial Advisor/Tax Counselor2008 - 2013Liberty Tax Service Income Tax Consultant2005 - 2008

Mongthu Huynh-pham Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorPartnerFinancial OfficerFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperConstructionCounselorAdvisorEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonArmy Staff SergeantSports TrainerSports Trainers

Experience & Education

Position:
Financial Advisor at World Financial Group (WFG), Finance Manager at The Boeing Company
Title:
Financial Advisor at World Financial Group (WFG)
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
World Financial Group (WFG) - Huntington Beach, CaliforniaFinancial Advisorsince Apr 2012The Boeing Company - Huntington Beach, CAFinance Managersince Jan 2005

Eladio Correa Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Huntington Beach, CAFinancial Advisorsince Sep 1983

Mark Mcgill Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveIndependent ContractorContractorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperOperations ManagerCompliance OfficerEquipment Tools Purchasing AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonSchool AdministratorEducational ManagerHigher Education Professional

Experience & Education

Position:
Vp at McGill Financial Partners, financial advisor at SagePoint Financial (Self-employed)
Title:
financial advisor at SagePoint Financial
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
McGill Financial Partners Vpsince Sep 2002SagePoint Financial - huntington beach caFinancial advisorsince Jan 2002

Dita Shemke Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceFounderFounding MemberChief ExecutiveOperations Manager

Experience & Education

Position:
Financial Advisor, Shemke-Dixon Wealth Advisory Group - Stifel Nicolaus at Stifel Financial Corp.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Irvine Spectrum, Orange County, CAFinancial Advisor, Shemke-Dixon Wealth Advisory Group - Stifel Nicolaussince May 2011Morgan Stanley Smith Barney - Laguna Niguel, CAFinancial Advisor, Wealth Planning Specialist2000 - 2011
Languages:
Spanish, Tagalog

Melissa Aust Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberCustomer Service

Experience & Education

Position:
Client Services Manager at Raymond James Financial Services, Inc. Member FINRA/SIPIC
Title:
Client Services Manager at Raymond James Financial Inc.
Location:
Huntington Beach, California
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPIC - 3 MacArthur Place Suite 750 Santa Ana, CA 92707Client Services Managersince Sep 2012Merrill Lynch Client AssociateFeb 2012 - Nov 2012
..be made to persons in states where the financial advisor is not registered

Andrea Sallouti Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPersonal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerAnalystAnalystsBusiness AdministratorManagersBachelor of ScienceSales RepresentativeSales AgentClient Service OfficerCustomer ServiceFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Nation filmes - So Paulo, SP
Independent financial consultant
Company:
Benefit associates, inc - Orange, CA
Pension analyst

Aret Aramian Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberPlannerCounselorTeam MemberAdvisorBuyerBuyer and SellerSales Representative

Experience & Education

Work

Company:
Calnetix technologies
Buyer/planner
Company:
Map alternative asset management - Orange County, CA
Contract consultant

Skills

Various ERP, MRP, & CAD systems, SAP, Oracle, SQL, C#, Microsoft Excel, Access, Office,...

K Halifax Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeFounderChief Executive OfficerFounding MemberChief ExecutiveCorporate Executive

Experience & Education

Work

Company:
Euro pacific capital, inc.
Financial consultant
Company:
Velocity realty group, inc.
Broker, founder, & ceo

Skills

Portfolio Management Strategic Relationships Trend Forecasting Google Business Apps Door...

Jan Bader Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerHealth Information ManagerHealth Services AdministratorMedical Services ManagerHealth Services ManagerPublic DefenderAttorney At LawLawyers

Experience & Education

Work

Company:
Lincoln law group, llc
Financial consultant
Company:
Maximus, inc. - Anaheim, CA
Lead case manager

Skills

Excellence in customer services.

David Hatch Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerManagerOperations Manager

Experience & Education

Work

Company:
Insperity
Account manager
Company:
Edward jones investments - Costa Mesa, CA
Financial advisor/account manager

Skills

Problem Solver, Effective Communicator, Driven, Creative, Relationship Building, Public Speaking,...

Kathy Vu Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting ClerkAccounting BookkeeperBookkeeperAccounting AnalystOperations Manager

Experience & Education

Work

Company:
Third stone media - Newport Beach, CA
P/t accountant
Company:
Mirantis inc - Mountain View, CA
Financial consultant

Skills

Computer Skills . Advanced User: QuickBooks, Excel, Oracle, SAP and Basic Integrated Accounting...

Susan Smiley Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorAdministrative ClerkClerical SpecialistMedical Record TranscriberMedical TranscriptionistClinical Data Management ProfessionalHealth Information SpecialistHealthcare Support

Experience & Education

Work

Company:
Self - volunteer
Personal financial advisor and consultant
Company:
Aerotek professional services - cancellation department - wells fargo - Irvine, CA
Temporary positions

Bryan Swanson Huntington Beach, CA

Professions & Specialties

Financial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAnalystAnalysts

Experience & Education

Work

Company:
Jp morgan securities / chase bank - Los Angeles, CA
Vp financial advisor / relationship banker / personal banker / abm trainee
Company:
Four seasons - Scottsdale, AZ
Guest service attendant

Susan Smiley Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSports TrainerSports TrainersCounselorAdvisorTrainer

Experience & Education

Work

Company:
Connections academy online public school
Learning coach
Company:
Home based - Huntington Beach, CA
Personal financial advisor and consultant

Elvis Apreku Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentResearch AnalystResearch AssistantResearcherSurvey Researcher

Experience & Education

Work

Company:
Scope solutions
Research analyst
Company:
Self employed - Silver Spring, MD
Financial consultant

Skills

Research, Database/Spreadsheet Managemepnt, Data Analysis, Finance (Ratio analysis), Accounting...

Jack Colston Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRetail ProfessionalRetail SalespersonSupporting MemberTeam MemberFood and Beverage AttendantAutomobile MechanicAutomotive SpecialistAutomotive ProfessionalOperations Manager

Experience & Education

Work

Company:
Nike inc - Cabazon, CA
Retail sales associate
Company:
Northwestern mutual financial group - Irvine, CA
Financial advisor internship

Arvind Vallabh Huntington Beach, CA

Professions & Specialties

Financial ConsultantBuyers AgentFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales RepresentativeInstructorPedagogueFinancial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, CreditSmart - Instructor
Work:
First Team Real Estate
19021 Goldenwest St., Huntington Beach, CA 92648
Experience:
12 years years
Licenses:
01331181 (BRE)
Real Estate Financial Advisor

Arvind Vallabh Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerCounselorAdvisorAccount ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCertified Nurse AideNurseNurse PractitionerChairpersonTreasurerBoard MemberPartnerChief ExecutiveFinancial OfficerFinancial ManagerManagement Team ExecutiveInvestorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperReal Estate Sales AgentSupplierAgentBuyer and SellerSales RepresentativeServices ProfessionalSales and Service SpecialistSales AgentLawyersLandmanComputational ScientistInformation Technology SpecialistComputer ScientistsIT Specialist

Experience & Education

Position:
Director @ Help Educate Kids 2010 / Natha Fine Art at Help Educate Kids 2010, Consultant - Account...
Title:
Director @ Help Educate Kids 2010
Location:
Huntington Beach, California
Industry:
Utilities
Work history:
Help Educate Kids 2010 - Huntington Beach CA 92648Director @ Help Educate Kids 2010 / Natha Fine Artsince Jan 2000TelePacific Communications - Los AngelesConsultant - Account Managersince Dec 2012
Skills:
Real Estate, Investment Properties, REO, Leases, Sellers, Investors, Real Estate Transactions,...
have in the past consulted as a Financial Advisor

Jason Ma Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerBroker AssociateProperty ManagerReal Estate ManagerReal Estate Sales AgentSenior AssociateAgentSales RepresentativeOwnerChief ExecutiveSupporting MemberTeam MemberBuyer and SellerChairpersonChief Executive OfficerOperations ManagerCorporate ExecutiveSupervisorOffice AssistantEntrepreneurInvestorManagersOffice ClerkClerical SpecialistFinancial AnalystChief AccountantFinance and Accounting SpecialistCertified Public AccountantAccount ManagerAccounting BookkeeperBookkeeperDental SpecialistStomatologistTechnical Support SpecialistDB AdministratorInformation Technology SpecialistSystems Support SpecialistSupport SpecialistsDatabase Administration ProfessionalDatabase AdministratorIT SpecialistAdvertising ProfessionalAdvertising Sales AgentDoctor of Business AdministrationMaster of Business AdministrationBachelor of ArtsHospital Care ProfessionalHealth ProfessionalHealth PractitionerLecturerPostsecondary Teacher

Experience & Education

Position:
REALTOR® / Broker Associate at Century 21 Olympic Team, Broker/Owner at 714 Realty, Senior...
Title:
Senior Associate at Ingram Micro | Real Estate Broker at Century 21
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Century 21 Olympic Team - Westminster, CA.REALTOR® / Broker Associatesince Apr 2009714 Realty - Garden Grove, CABroker/Ownersince Feb 2009
Skills:
Real Estate, Investments, Sellers, Selling, Short Sales, REO, First Time Home Buyers, Relocation...
Real Estate Broker / Financial Consultant at Pacific Realty & Finance

Andrew Kardish Santa Ana, CA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerDirectorChairpersonOperations ManagerChief ExecutiveSecurityVice PresidentProduce ManagerManagerChairman of the BoardChief Administrative OfficerProduction ManagerMarketing ManagerFinancial ManagerTraining ManagerRepresentativeBusiness AdministratorManagersField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceRecruitmentSchool AdministratorEducational Manager

Experience & Education

Position:
Director, Strategic Business Development/Accounts at CMS Products, President at All Green Resources
Title:
Strategic Business Development Executive
Location:
Orange County, California Area
Industry:
Venture Capital & Private Equity
Work history:
CMS Products Director, Strategic Business Development/Accountssince Nov 2011All Green Resources Presidentsince 2010
Financial Advisor at Merrill Lynch

Charlie Finn Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentBuyerSales RepresentativeBuyer and SellerDirectorOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Agent at Coldwell Banker / Campbell Realtors
Title:
Huntington Beach Real Estate
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker / Campbell Realtors - Huntington Beach, CAAgentsince Sep 2008Associates Asset Management Director of Capital MarketsOct 2007 - Mar 2013
Skills:
Real Estate, Short Sales, Mortgage Banking, Home, Foreclosures, First Time Home Buyers, REO,...
and a financial advisor

Darren Moon Huntington Beach, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSupporting MemberTeam MemberSales ExecutiveSales ManagerOperations Manager

Experience & Education

Position:
MBA Candidate at IE Business School
Location:
Huntington Beach, California
Industry:
Financial Services
Work history:
IE Business School MBA Candidatesince Nov 2012Pacific Moon Real Estate - Huntington Beach, CAReal Estate Broker2009 - 2012
Skills:
Alternative Investments, Real Estate, Real Estate Investment, Investments, Marketing, Sales,...
Languages:
Spanish
Financial Consultant at QPL Ltd

Roy Sahachaisere Huntington Beach, CA

Professions & Specialties

Brand PlannerBrand RepresentativePublic Relations ManagerFounderChief Executive OfficerMarketing ManagerFounding MemberChief ExecutiveCorporate Executive

Experience & Education

Work

Company:
Action sports hub inc
Branding specialist/public relations manager
Company:
Investsource inc
Founder/ceo

Roy Sahachaisere Huntington Beach, CA

Professions & Specialties

FounderManagerChief Executive OfficerFounding MemberChief ExecutiveOperations ManagerCorporate Executive

Experience & Education

Work

Company:
Action sports hub inc
Founder/marketing-sales manager
Company:
Investsource inc
Founder/ceo

Therese N Huntington Beach, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveDesignersControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEntertainer

Experience & Education

Position:
Owner/ Designer at SAND Jewelry
Title:
SAND jewelry: spreading the joy of Sun, Sand &Surf.
Location:
Huntington Beach, California
Industry:
Luxury Goods & Jewelry
Work history:
SAND Jewelry - Huntington Beach, CAOwner/ Designersince Sep 2003Omega Int'l ControllerMar 2008 - Oct 2011
Financial Consultant at MyCFO

Kathy Knight Huntington Beach, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Private Client Banker at JPMorgan Chase, Private Client Banker at JPMorgan Chase
Title:
Private Client Banker at JPMorgan Chase
Location:
Huntington Beach, California
Industry:
Financial Services
Work history:
JPMorgan Chase Private Client Bankersince Jul 2012JPMorgan Chase - Huntington Beach CAPrivate Client Bankersince Jul 2012
Financial Advisor at Ameriprise Financial

Brian Donoghue Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssociate AttorneyLaw SpecialistLawyersChief Executive OfficerCorporate ExecutiveChief ExecutiveCounselorTeam MemberAdvisorJuris DoctorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Associate Attorney at Bridgford, Gleason & Artinian
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Bridgford, Gleason & Artinian - Newport Beach, CAAssociate Attorneysince May 2011Law Offices of Dennis G. Cosso - Arcadia, CAAssociate AttorneyJan 2009 - Jul 2012

Donna Rowsey Huntington Beach, CA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSales PersonSales Account AssociateSales SupportSales RepresentativeSales ExecutiveServices ProfessionalSales and Service SpecialistSales AgentCompliance AgentCompliance OfficerSales Manager

Experience & Education

Work

Company:
Fpcu - Huntington Beach, CA
Registered sales assistant
Company:
Pimco - Newport Beach, CA
Compliance specialist

Skills

Computer skills: Outlook, Word, Excel, Powerpoint, Access

Don Mcgray Huntington Beach, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerSecurity ManagerOperations ManagerAdvisorSupervisorManagersBanking ManagerFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Aramco services company (asc) - Houston, TX
Staff advisor - training & development ( manager, training & development )
Company:
Aramco services company (asc) (asc is a subsidiary of saudi aramco, the worlds largest private oil company, with us headquarters located in houston, tx and international headquarters in dhahran, saudi arabia.) - Houston, TX
Supervisor, background investigations group ( security manager )

Skills

Training Needs Assessment Training Metrics Analysis Curriculum Development Leadership ...

Mark Wells Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsAdvertising ProfessionalAdvertising Sales AgentAdvisorMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Media Analyst at Ocean Media
Location:
Orange County, California Area
Industry:
Marketing and Advertising
Work history:
Ocean Media - Huntington Beach CASenior Media Analystsince May 2013Ocean Media Media AnalystApr 2011 - May 2013
Financial Advisor at Independent Capital Managemen..

C Cornella Huntington Beach, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeActing ProfessionalImpersonatorHair StylistCosmetologistHairdresserBeauticianOperations ManagerCorporate ExecutiveChief ExecutiveCompliance ManagerAdministrative AssociateAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Merchant one
Outside sales / agent
Company:
Model
Actress / stylist

John Schiavone Huntington Beach, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystArea Sales ManagerSales Account AssociateRegional Sales ConsultantSales RepresentativeSales ExecutiveSchool PrincipalSchool AdministratorEducational ManagerOwnerSales ManagerChief ExecutiveOperations ManagerTeam MemberSpokespersonRepresentativeNurseNurse Practitioner

Experience & Education

Work

Company:
Fortun foods, inc - Kirkland, WA
Regional sales manager (foodservice) / national sales associate (retail)
Company:
Aapex wholesale mortgage - Lake Forest, CA
Principal / branch owner

Skills

Skills Proficient with Microsoft Office, Calyx Point, Leads360, AS400. I have outstanding...

Jesse Sidor Huntington Beach, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProducerDriversFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Producer at National Truck Services Group, Inc
Title:
Producer at National Truck Services Group Specializing in Insurance, Safety, Motor Carrier & Driver/Vehicle Services
Location:
Huntington Beach, California
Industry:
Insurance
Work history:
National Truck Services Group, Inc Producersince Nov 2012Sundance Insurance Group - Las Vegas, NevadaProducerJan 2012 - Oct 2012
Financial Advisor at Ameriprise Financial

Mike Webb Santa Ana, CA

Professions & Specialties

CounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Consultant at Liberty Financial Company
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Liberty Financial Company - Huntington Beach, CAConsultantsince 2009Brookstreet Securities - Irvine, CACorporate FinanceMar 2002 - Apr 2007
Financial Consultant at MONEX

Jeannette Price Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonTreasurerChief ExecutiveFinancial OfficerFinancial ManagerOperations ManagerBachelor of ScienceBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Edison High PTSA
Title:
President at Edison PTSA
Location:
Orange County, California Area
Industry:
Education Management
Work history:
Edison High PTSA - 21400 Magnolia Ave Huntington Beach CA 92646Presidentsince Jul 2012Huntington Union Council PTA - Huntington Beach CATreasurerJul 2011 - Jun 2012

Zack Kasri Huntington Beach, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalCo-OwnerDirectorChief Executive OfficerOwnerChief ExecutiveOperations ManagerCorporate ExecutiveLife Insurance AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianBachelor of ScienceBusiness AdministratorSales Representative

Experience & Education

Work

Company:
Orient piling foundation company (opfc) - Damascus
Co-owner/managing director
Company:
Osool e.s.b syria - Damascus
Co-owner/managing director

Skills

Fluent in English, Arabic, and conversational in French.

Robert Furrer Huntington Beach, CA

Professions & Specialties

Marketing ProfessionalAdvertising Sales AgentCommunity ManagerCoordinatorBartenderManagers

Experience & Education

Work

Company:
Yo!dog marketing
Social media coordinator
Company:
Lazy dog caf
Bartender

Skills

80+ Words/Minute; MS Office; Adobe InDesign; Basecamp; Sprout Social; Raven Tools; Vitrue;...

Brent Adams Huntington Beach, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSenior DirectorSenior ManagerOperations ManagerSchool PrincipalSchool AdministratorEducational ManagerSales DirectorAgentSales RepresentativeBachelor of ArtsTeam MemberNurseNurse Practitioner

Experience & Education

Work

Company:
Commercial division
Senior director
Company:
Ajj associates, llc - Huntington Beach, CA
Principal

Skills

Excellent Oral and Written Communication, Sales Closer, Negotiation, Problem Solving, Leadership...

Charles Chen Huntington Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerTeam LeaderOffice ClerkClerical SpecialistProcess EngineerIndustrial EngineerChemistMaster of Business AdministrationMaster of ScienceBachelor of Science

Experience & Education

Work

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

Skills

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



Financial Consultants near Huntington Beach, CA04198381,2571,6762,095Santa AnaIrvineNewport BeachLong BeachLaguna BeachCosta MesaAnaheimOrangeFullertonTustin