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Financial Consultants in Irvine, CA

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250 results found

Nick Clark Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystCoordinatorBusiness AdministratorAnalystAnalystsManagersBuyerBuyer and SellerSales RepresentativeSharePoint AdministratorInformation Technology SpecialistNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorIT SpecialistBachelor of ScienceOperations Manager

Experience & Education

Position:
Senior Financial Analyst at Callaway Golf
Location:
Orange County, California Area
Industry:
Sports
Work history:
Callaway Golf Senior Financial Analystsince Jul 2013Callaway Golf Financial ConsultantMay 2013 - Jul 2013

Chuck Hilliard Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystConstructionSales ManagerSales DirectorHuman Resources SpecialistRecruitmentPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantMarketing ManagerBachelor of ArtsMaster of ScienceDatabase Administration ProfessionalDatabase AdministratorField Marketing SpecialistMarketing AdministratorAccounting BookkeeperBookkeeper

Experience & Education

Title:
Wealth Management Specialist at Merrill Lynch
Location:
Newport Beach, California
Industry:
Investment Management
Work history:
Merrill Lynch - Newport Beach, CAWealth Management SpecialistApr 2010 - Jun 2012Merrill Lynch - Newport Beach, CAComplex Sales ManagerJan 2007 - Apr 2010
Skills:
Series 7, Series 63, Series 65, Series 24, CIMA, Mutual Funds, Alternative Investments, Financial...

Paul Moscicki Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerFinancial DirectorFinancial OfficerReceivershipBankruptcy AttorneyFinancial Regulation AttorneyLawyer

Experience & Education

Position:
Wealth Management at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Newport Beach, CAWealth Managementsince 2012FDIC, Federal Deposit Insurance Corporation - Irvine, CASENIOR FINANCIAL MANAGERMar 2010 - Jan 2012
Languages:
German, French, Spanish, Chinese

Alex Johnson Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperWellness and FitnessStudent WorkerAdvisor

Experience & Education

Position:
Financial Consultant at OptumRx
Location:
Orange County, California Area
Industry:
Pharmaceuticals
Work history:
OptumRx - Irvine, CAFinancial Consultantsince Jan 2013OptumRx Sr. Financial AnalystNov 2011 - Dec 2012

Jeffrey Hallin Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOwnerMarketing ManagerChief ExecutiveMarketing AdministratorServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeComputer Scientists

Experience & Education

Position:
Marketing Representative at H2 Motorsports, Real Estate Agent at Re/Max Real Estate One, Financial...
Title:
Financial Advisor & Realtor
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
H2 Motorsports - Orange, CAMarketing Representativesince Jan 2009Re/Max Real Estate One - Santa Ana (North Tustin), CAReal Estate Agentsince Apr 2006
Skills:
Military, Government, Security Clearance, Investments, Organizational Leadership, Leadership,...

Jason Caramanico Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerHuman Resources SpecialistRecruitmentChief Information OfficerTechnology DirectorTechnology ManagerTechnical ManagersAssistant ManagerManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerProject ManagersSecurityProject ManagerTeam MemberAnalystAnalystsComputer ProgrammerJava DeveloperPHP DeveloperSharePoint AdministratorSoftware DevelopersNetwork AdministratorSoftware DeveloperNetwork Systems AdministratorComputer Network ProfessionalDoctor of MedicineBachelor of ScienceGovernment Service ExecutiveGovernment Administration OfficerCivil ServantClient Service OfficerCustomer ServiceField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Senior Recruiter and Account Manager at ESP Legal Technology Professionals
Title:
Sr. Recruiter and Account Manager
Location:
Orange County, California Area
Industry:
Legal Services
Work history:
ESP Legal Technology Professionals - Irvine, CASenior Recruiter and Account Managersince 2010First Financial Group / MassMutual - Bala Cynwood, PAAssociate Manager and Financial Advisor2007 - 2010
Certifications:
Securities License 7, 6, 63 and 65 (expired), FINRA
Life/Accident/Health License in DE, NJ, and PA (expired), FINRA

Monica Mccarthy Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness AdministratorBachelor of ScienceOperations ManagerVice PresidentChief ExecutiveAccount Service ManagerPsychology Specialist

Experience & Education

Position:
Client Associate at J P Morgan Securities LLC, Financial Advisor at The Principal Financial Group
Title:
Client Associate at J P Morgan Securities LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
J P Morgan Securities LLC Client Associatesince Jul 2013The Principal Financial Group - Irvine, CAFinancial Advisorsince Jun 2011
Skills:
Customer Service, Mergers & Acquisitions, CRM, Asset Management, Disability Insurance, Finance, ...

Ian Ellis Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBoard MemberManagement Team ExecutiveOperations ManagerNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness Development ManagerAnalystsReal Estate Manager

Experience & Education

Position:
Financial Consultant at Wealth Management Strategies, Advisory Board Member at H.O.M.E. - Home...
Title:
Financial Consultant at Wealth Management Strategies
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Wealth Management Strategies - Irvine, CAFinancial Consultantsince May 2011H.O.M.E. - Home Ownership Made Easy Advisory Board Membersince Aug 2012
Skills:
Due Diligence, Real Estate Development, Private Equity, Entitlements, Financial Modeling, Real...
Certifications:
ARGUS Software Certified, ARGUS Software
Certified Green Building Professional, California Green Building Council

Albert Bui Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorContractorEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonLicensed Real Estate BrokerProperty ManagerReal Estate ManagerIndependent Business OwnersAdvisorCategory AnalystSales Management AnalystSales Engineering SpecialistSales EngineerAccounting BookkeeperBookkeeperChief ExecutiveSports Trainers

Experience & Education

Position:
Financial Consultant at Self Employed, Mortgage Planning Specialist at New American Funding
Title:
Mortgage Planning Specialist
Location:
Irvine, California
Industry:
Real Estate
Work history:
Self Employed - South Orange CountyFinancial Consultantsince Feb 2013New American Funding - IrvineMortgage Planning Specialistsince Jan 2012
Skills:
Information Systems, Real Estate Finance, Personal Finance, FHA, VA, Mortgage, Conventional,...

Chang Sun Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsMarketing ManagerOperations ManagerApplication SupportRepresentativeMarketing AdministratorBachelor of ScienceCompliance EngineerMaterials EngineerServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Financial Consultant at Shuster Financial Group
Location:
Orange County, California Area
Industry:
Industrial Automation
Work history:
Shuster Financial Group - IrvineFinancial Consultantsince Jul 2013Newport Corporation International Sales ManagerJan 2002 - Nov 2012

Peter Roman Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerBusiness Intelligence ProfessionalBusiness ConsultantAdvisorInformation Technology SpecialistIT SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerVice President of FinanceCorporate ExecutiveManagement Team ExecutiveOperations ManagerConstructionAnalystBusiness AdministratorSkilled ProfessionalAnalystsPHP DeveloperSoftware DeveloperSoftware DevelopersMaster of Business AdministrationBachelor of ScienceCouncilorTraining and Coaching ProfessionalCounselor Education ProfessorEducational CounselorProfessional Development TeacherCraft Artist

Experience & Education

Position:
Senior Director of Finance at Interush, Inc.
Location:
Irvine, California
Industry:
Information Technology and Services
Work history:
Interush, Inc. - Irvine, CaliforniaSenior Director of Financesince Dec 2012Independent Financial Consulting - Greater San Diego AreaFinancial Consultant2011 - 2012
Languages:
Tagalog

Dan Trznadel Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinancial DirectorDirectorChairpersonFinancial OfficerFinancial ManagerOperations ManagerChief ExecutiveControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitmentTeam MemberAir Transportation WorkerTechnology ManagerTechnical ManagersResearch ScientistSoftware DevelopersIT Specialist

Experience & Education

Position:
Chief Financial Officer at Gate 5 Energy Partners, Inc., Chief Financial Officer at Tustin Chamber...
Title:
Consultant at Blythe Global Advisors, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Gate 5 Energy Partners, Inc. - Irvine, CAChief Financial Officersince Feb 2012Tustin Chamber of Commerce - Tustin, CAChief Financial Officersince Jan 2011
Skills:
Accounting, Finance, Financial Modeling, Mergers, Valuation, Sales, Tax, Financial Analysis

Geoffrey Varga Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeActing ProfessionalImpersonatorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOrganization ManagementEntertainerAccount ManagerIndependent Business OwnersMarketing AdministratorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFounding MemberChief ExecutiveSales ManagerMarketing ManagerOperations ManagerSales ExecutiveSenior Customer Service RepresentativeClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Advisor at Northwestern Mutual, Actor at Theatre
Title:
Financial Representative at Northwestern Mutual
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Irvine, CAFinancial Advisorsince 2012Theatre Actorsince 2003
Languages:
Spanish

Janis Cilderman Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBoard MemberManagement Team ExecutiveOperations ManagerCounselorInvestorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
AF Client Service Specialist, Sr. at The Capital Group, AF Client Service Specialist at The Capital ...
Title:
AF Client Service Specialist, Sr.
Location:
Irvine, California
Industry:
Financial Services
Work history:
The Capital Group - Irvine, CAAF Client Service Specialist, Sr.since Sep 2012The Capital Group - Irvine, CAAF Client Service Specialistsince Sep 2011
Languages:
Latvian and Russian
and key financial advisor and investor relationships with..

Daniel Bradley Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRegional Vice PresidentVice PresidentChief ExecutiveCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Regional Vice President at DaVinci Financial & Insurance Associates
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
DaVinci Financial & Insurance Associates - Irvine, CaRegional Vice Presidentsince Feb 2011MassMutual Financial Group - Newport Beach/Ontario, CaFinancial AdvisorAug 2010 - Jan 2012
Skills:
Retirement Planning, Strategic Financial Planning, Retirement, Investments, Life Insurance, Fixed...

Ray Valencia Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerFinancial DirectorFinancial OfficerFinancial ManagerCustomer ServiceClient Service OfficerAccounts PayableAccounts Payable SpecialistFinance and Accounting SpecialistBookkeeperHuman Resources SpecialistRecruitmentBusiness AdministratorAdvisorComputer Software ProfessionalSoftware Developers

Experience & Education

Position:
Firm Director at Independent Firm
Title:
Firm Director
Location:
Laguna Beach, California
Industry:
Executive Office
Work history:
Independent Firm - Laguna Beach, CAFirm Directorsince 2011Trilogy Financial - Irvine, CAFinancial Advisor2010 - Sep 2011

Marii Kroutilin Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerArea Sales ManagerRegional Sales ConsultantSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSports TrainersAnalysts

Experience & Education

Position:
Sr. Financial Consultant at Rescue One Financial
Title:
Sr. Financial Consultant
Location:
Irvine, California
Industry:
Financial Services
Work history:
Rescue One Financial - Irvine, CASr. Financial Consultantsince Sep 2008HomesByOwner.com Regional Sales ManagerJun 2007 - Oct 2008

Andrew Becket Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Advisor at Sagent Wealth Management
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
Sagent Wealth Management - Newport Beach, CAFinancial Advisorsince May 2012Colliers International - Irvine, CAAssociateJun 2008 - May 2012
Skills:
Financial Modeling, Wealth Management, Financial Analysis, Asset Managment, Real Estate, Asset...
Certifications:
FINRA Series 66

Lang Pham Costa Mesa, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystAccounting BookkeeperBookkeeperApprenticeManagersProperty ManagerReal Estate ManagerStudent Worker

Experience & Education

Work

Company:
Wescom credit union
Financial analyst
Company:
Wescom credit union - Costa Mesa, CA
Financial consultant

Milton Drageset Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMortgage SpecialistLoan OfficersAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerChief ExecutiveProject ManagersVice PresidentClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Advisor, Certified Special Needs Advisor at Merrill Lynch
Title:
at Merrill Lynch
Location:
Hawaiian Islands
Industry:
Financial Services
Work history:
Merrill Lynch - Honolulu, HawaiiFinancial Advisor, Certified Special Needs Advisorsince Jul 2010Wealth Strategy Partners Financial ProfessionalSep 2008 - Jul 2010
Skills:
Mortgage Lending, Investments, Leadership, Finance, Sales Operations, Retirement, Life Insurance,...

Bryan Pepper Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorAnalystAnalystsSystems AdministratorComputer Systems AdministratorProject EngineerEngineering SpecialistBachelor of Science

Experience & Education

Work

Company:
Firstpoint financial
Wealth advisor
Company:
Berthel fisher & co - Irvine, CA
Independent financial advisor

Nicholas Mink Irvine, CA

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystLife GuardFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Work

Company:
Independent capital management
Financial advisor
Company:
Buckingham financial group
Junior financial planner

Darren Whissen Santa Ana, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerChairpersonBoard MemberTreasurerFinancial ManagerChief ExecutiveManagement Team ExecutiveOperations ManagerFinancial OfficerVolunteerNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Atomi Financial Advisors, Lead Portfolio Manager at Courtlandt, Board Member...
Title:
Financial Advisor | Portfolio Manager
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Atomi Financial Advisors - Newport Beach, CAPresidentCourtlandt - Newport Beach, CALead Portfolio Manager
Skills:
Retirement Planning, Wealth Management, Investments, Investment Advisory, Life Insurance, Personal...

Lisa Stone Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalIndependent ContractorContractorConsumer Goods ProfessionalCommodities ClerkVice President of FinanceVice PresidentChief ExecutiveIndependent Business OwnersFinancial OfficerFinancial ManagerOperations ManagerHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Financial Consultant at Self Employed
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Self Employed - Southern CaliforniaFinancial Consultantsince Jul 2013RM Foods - Buena Park, CaliforniaVice President of FinanceApr 2012 - Jul 2013

Anthony Hamilton Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorBachelor of ArtsProperty ManagerReal Estate ManagerChief Executive

Experience & Education

Work

Company:
Monex
Sr. sales advisor
Company:
Sunset vans - Downey, CA
Financial consultant

Hazelina Belladora Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystOperations Manager

Experience & Education

Work

Company:
Garcia and phan
Lead strategic marketing and operations planning
Company:
Wells fargo advisors, llc - Irvine, CA
Financial advisor

Sharon Antongiovanni Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorAgentSales Representative

Experience & Education

Position:
Registered Financial Advisor at New England Financial a MetLife Co.
Title:
Registered Financial Advisor Helping people with their retirement and Medicare
Location:
Orange County, California Area
Industry:
Insurance
Work history:
New England Financial a MetLife Co. - Irvine, CARegistered Financial Advisorsince Oct 2011Sharon Antongiovanni Finacial AdviserJan 2005 - Oct 2011
Skills:
Medicare Supplements, Retirement Planning, Financial Planning, Disability Insurance, Long Term...

John Hamel Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEstimatorFinancial AnalystChief Executive

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Wealth Management Company
Title:
Financial Advisor at Northwestern Mutual
Location:
Irvine, California
Industry:
Financial Services
Work history:
Northwestern Mutual Wealth Management Company - 18191 Von Karman Ave. Suite 100, Irvine, CA 92612Financial Advisorsince Jul 2012Merrill Lynch Wealth Management Financial AdvisorJul 2010 - Jul 2012

Park Randazzo Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorSpeakerSpokespersonRepresentative

Experience & Education

Position:
Investment Advisor at Select Portfolio Management, Motivational Speaker at Southern California
Title:
Financial Advisor at Select Portfolio Management
Location:
Irvine, California
Industry:
Higher Education
Work history:
Select Portfolio Management - Aliso Viejo, CAInvestment Advisorsince Jan 2012Southern California Motivational Speakersince Jan 2002
Certifications:
Series 7, FINRA
Series 66, FINRA

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

Sydney Riccio Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeLife Insurance AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Riccio Wealth Management Advisors
Title:
Financial Advisor, Securities America
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Riccio Wealth Management Advisors - Irvine, CAFinancial Advisorsince Jan 2003Hewlett Packard Global Account Manager Professional Services1982 - 2002

Jerry Wilk Irvine, CA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerPsychology Specialist

Experience & Education

Position:
Owner, OSJ Supervising Principal, Financial Planner at national planning corp.
Title:
OSJ Supervising Principal at National Planning Corp.
Location:
Irvine, California
Industry:
Financial Services
Work history:
National planning corp. - 17848 Skypark Circle, Ste C, Irvine, Ca 92614Owner, OSJ Supervising Principal, Financial Plannersince 1991Crowell, Weedon & Co. Financial AdvisorMar 1982 - Apr 1991

Chad Chatham Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive OfficerCorporate ExecutiveChief Executive

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Irvine, California
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jan 1994Chatham-Becker Home Furnishings CEOSep 1972 - Feb 1993
Skills:
Retirement, Fixed Annuities, Investments, Retirement Planning, Wealth Management, Strategic...

Douglas Derieg Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerSales DirectorManagerOperations Manager

Experience & Education

Position:
Sr. Financial Consultant at Rescue One Financial
Title:
Sr. Financial Consultant
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Rescue One Financial - Irvine, CASr. Financial Consultantsince Sep 2012Robert Mondavi California Regional Chain Sales ManagerJan 2000 - Jan 2003
Skills:
Strategic Planning, New Business Development

Pauline Adrian Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantControllerAccounting BookkeeperBookkeeperCounselorConstructionSecurityNon-ProfitAdvisorFinancial DirectorFinancial OfficerFinancial ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonMedical Practice ProfessionalMedical Practitioner

Experience & Education

Position:
CPA FInancial Consultant at Consultant CFO - Controller, Carreer Industry Experience at Industry...
Title:
CPA
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Consultant CFO - Controller - VariousCPA FInancial Consultantsince Jan 1997Industry Experience Carreer Industry Experiencesince Sep 1989
Certifications:
Certified Public Accountant, California Board of Accountancy

Darin Gibson Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonExecutive Vice PresidentChief ExecutiveVice PresidentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Burnham Gibson Financial Group, Executive Vice President at Burnham Benefits Insurance ...
Title:
President, Burnham Gibson Financial Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Burnham Gibson Financial Group - Irvine, CAPresidentsince Apr 2010Burnham Benefits Insurance Services - Irvine, CAExecutive Vice Presidentsince Apr 2010
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Chartered Financial Consultant, The American College

Julie Bakken Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentInvestorAdvisorSupporting MemberTeam MemberDirector of OperationsOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTax AccountantSales and Service SpecialistSales AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonPsychology Specialist

Experience & Education

Position:
Operations Specialist at KBS Capital Markets Group
Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
KBS Capital Markets Group - Newport Beach, CAOperations Specialistsince 2012Turner Wealth Management - Irvine, CAClient Associate2011 - 2012
Assisted financial advisor by providing sales and servicing..

Catherine Lee Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberApprenticeTeam MemberAdvertising ProfessionalAdvertising Sales AgentStudent WorkerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Sales Admin Associate at BenQ
Title:
Sales Admin Associate
Location:
Irvine, California
Industry:
Marketing and Advertising
Work history:
BenQ - Irvine, CaliforniaSales Admin Associatesince Feb 2012Morgan Stanley Smith Barney Financial Advisor Assistant - InternOct 2010 - May 2011

Mario Zita Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice President of MarketingVice PresidentChief ExecutiveMarketing ManagerServicerBrand PlannerBrand RepresentativeRegion ManagerOperations ManagerArea ManagerManagersHuman Resources SpecialistWorkforce Development SpecialistTraining and DevelopmentRecruitmentPsychology SpecialistSoftware Developers

Experience & Education

Position:
Financial Advisor | Wealth Management at Merrill Lynch
Title:
Financial Advisor, Wealth Management Merrill Lynch
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Laguna Hills, CAFinancial Advisor | Wealth Managementsince Jun 2012Fidelity National Commerce Velocity - Irvine, CAVice President MarketingMar 2011 - Feb 2012
Certifications:
Life & Disability Licensed, State of California
Securities 66 & 7 Licensed, FINRA

Samuel Chin Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTellerBankerFinancial AdviserFinancial SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ArtsAdvisor

Experience & Education

Position:
Financial Consultant at MetLife
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
MetLife - Irvine, CAFinancial Consultantsince Dec 2012Benetech, Inc. Retirement Plan AdministratorSep 2009 - Dec 2012
Skills:
Banking, Investments, Accounting, Mutual Funds, Retirement Planning, Microsoft Excel, Portfolio...
Languages:
Korean

Shawn Sandoval Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystPuchasing and Estimating ManagerDirector of Business DevelopmentBusiness Development ManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerCommunity Service ManagerGovernment Administration ProfessionalTeam Member

Experience & Education

Position:
Director of Business Development & Financial Planning at Cooper McManus
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Cooper McManus - Irvine, CADirector of Business Development & Financial Planningsince 2005Wachovia_Securities - Orange County, California AreaFinancial Advisor2002 - 2005
Certifications:
CERTIFIED FINANCIAL PLANNER (TM), Certified Financial Planner Board of Standards, Inc.

June Falales Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceClient Service OfficerSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeManagersLobby AttendantOperations ManagerCorporate ExecutiveChief ExecutiveEntertainer

Experience & Education

Position:
Financial Advisor Associate at Capstone Affluent Strategies
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Capstone Affluent Strategies - 2600 Michelson Drive Suite 700 Irvine, CA 92612Financial Advisor Associatesince Jun 2013Tiffany & Co - Costa Mesa, CAOperations AssistantNov 2006 - Jul 2012
Languages:
Tagalog, Chamorro, Spanish

Brian Whitney Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief Executive OfficerChief ExecutiveCorporate ExecutiveFiduciaryTrust Law AttorneyLawyerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisor

Experience & Education

Position:
President & CEO/Chief Investment Strategist at Vestige Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Vestige Wealth Management President & CEO/Chief Investment Strategistsince Jan 2008Compak Asset Management Financial AdvisorApr 2002 - Dec 2007
Skills:
Financial Planning, Wealth Management, Investment Strategies, Investments, Investment Advisory,...

Erin Miller Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalAdvertising Sales AgentAnalystApprenticeAnalystsStudent WorkerContractorIndependent Business OwnersAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Marketing Professional - Analyst Relations at Broadcom
Title:
Corporate Marketing at Broadcom Corporation
Location:
Orange County, California Area
Industry:
Semiconductors
Work history:
Broadcom - Irvine, CAMarketing Professional - Analyst Relationssince Oct 2010Wachovia Securities Financial Network Intern/ Financial AdvisorSep 2008 - Jul 2009
Skills:
Competitive Analysis

Jane Khalaf Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing AdministratorMarketing Manager

Experience & Education

Position:
Financial Advisor at UBS Financial Services, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Irvine, CAFinancial Advisorsince Feb 2008IA Interior Architects - New York, NYMarketing CoordinatorJun 2006 - Jan 2008

Gilbert Gaeta Santa Ana, CA

Professions & Specialties

Financial ConsultantTellerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Signature Resources
Title:
Are you on track for a successful retirement?
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Signature Resources - 2601 Main Street, Suite 700, Irvine, CA 92614Financial Advisorsince Oct 2012JP Morgan Chase TellerJun 2008 - Dec 2009

Brian Reyes Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutivePsychologistPsychology Specialist

Experience & Education

Position:
Senior Partner at Provence Wealth Management Group
Location:
United States
Work history:
Provence Wealth Management Group Senior Partnersince Nov 2009Hall Wealth Management - Irvine, CaFinancial Advisor2007 - 2009

John Doty Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor, Chartered Financial Consultant at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, Chartered Financial Consultant at Ameriprise Financial
Location:
Irvine, California
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, Chartered Financial Consultantsince 2005

Andy Taing Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalFinancial AnalystChief AccountantAccount ManagerIndependent Business OwnersIndependent ContractorBusiness AdministratorContractorManagerOperations ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Title:
Financial Analyst at SCAN Health Plan
Location:
Orange County, California Area
Industry:
Consumer Services
Work history:
SCAN Health Plan - Long Beach, CASenior Accountant (Contract)Mar 2012 - Sep 2012Accounting Principals/Financial Auditions/Self-employed - LA & Orange countyFinancial ConsultantSep 2010 - Feb 2012
Skills:
Financial Reporting, Accounts Payable, Fixed Assets, Accounts Receivable, General Ledger, Account...

Erol Woods Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperUnderwriterManagement ConsultantManagement AnalystAnalystsMarketing Manager

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
AXA Advisors - Irvine, CAFinancial Consultantsince Jan 2012Saybrus Partners - Orange County, California AreaSr. Wealth Management Consultant2009 - 2011



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