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Financial Consultants in California

Financial Consultants in Livermore, CA

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16 results found

Scott Lady Livermore, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Robert half international
Financial consultant
Company:
Bruker corporation - Fremont, CA
Division controller
Full Profile

Parimal Sheth Livermore, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Advisor

Experience & Education

Work

Company:
New york life
Financial advisor
Company:
Farmers
Insurance agent
Full Profile

Christian Chukwuma Livermore, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Livermore, California
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince May 2009
Full Profile

Erin Trayner Livermore, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Front Office Receptionist • Physician

Experience & Education

Position:
Branch Office Administrator at Edward Jones
Location:
Livermore, California
Industry:
Financial Services
Work history:
Edward Jones - Livermore, CABranch Office Administratorsince Dec 2012Primary Eyecare Network - San Ramon, CAOptometric Billing & Consulting Lead RepresentativeApr 2005 - Nov 2012
Support my Financial Advisor in helping clients achieve their..
Full Profile

Nishani Dharmawardana Livermore, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker

Experience & Education

Work

Company:
Alameda county resource conservation district
Intern/event organizer
Company:
Waddell & reed - Sacramento, CA
Financial advisor

Skills

Language - French, Spanish, Sinhalese;
Proficient in Microsoft Excel (took an advanced Excel...
Full Profile

Irene Maxwell Livermore, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Banc west investment services
Financial advisor - investments
Company:
Atlas securities
Financial advisor, vice president - investments
Full Profile

Caroline Wilkins Livermore, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker • Psychology Specialist

Experience & Education

Work

Company:
Hohenfels army community service financial readiness program
Financial counselor intern
Company:
Hohenfels army community service financial readiness program
Army emergency relief assistant
Full Profile

Steven Kobayashi Livermore, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Security • Program Coordinator • Clerk • Managers • Clerical Specialist • Business Administrator • Bachelor of Science • Computer Scientists • Operations Manager

Experience & Education

Work

Company:
Fci - Lompoc, CA
Residential drug abuse program coordinator clerk
Company:
Fcc - Herlong, CA
Education clerk

Skills

Computer Skills, 20 years experience with Microsoft Office for Creation of Presentations, Databases ...
Full Profile

Steve Bell San Francisco, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Manager • Financial Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Management Team Executive • IT Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Personal Financial Advisor & Wealth Manager at The Wealth Conservatory
Title:
Fee-Only | CFP® | NAPFA Registered Financial Advisor & Wealth Manager with the Wealth Conservatory
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
The Wealth Conservatory - 1751 Barcelona Street, Livermore, CA 94550Personal Financial Advisor & Wealth Managersince Jun 2009Steve Bell Financial Planning Financial AdvisorApr 2001 - Mar 2009
Full Profile

Linda Kime San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Vice President • Chief Executive • Model • Advertising Professional • Advertising Sales Agent • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Edward Jones - Livermore CAFinancial Advisorsince Feb 2009Signature Properties Vice President, Sales & MarketingApr 2001 - Oct 2008
Skills:
My focus is helping you reach your long-term financial goals.
Full Profile

Shane Burns San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Business Development Manager • Team Leader • Operations Manager • Counselor • Advisor • Business Intelligence Professional • Business Consultant • Fisher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Analyst • Computer Software Professional • Software Developer • Software Developers • Data Entry Specialist • Data Scientist • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Founder at addMill
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
AddMill Foundersince Jan 2013PortfolioBridge - San FranciscoFounderFeb 2012 - Jan 2013
Skills:
New Business Development, Big Data, Financial Modeling, Sentiment Analysis, Strategic Partnerships, ...
Financial Advisor Magazine
Full Profile

Susan Winfree San Francisco, CA

Professions & Specialties

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

Experience & Education

Title:
Principal
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
White Crane Winery - Livermore, CACFOJul 2010 - Mar 2011NorthWest Laser Safety - NorthwestLaser Safety ConsultantJan 2010 - Mar 2011
Financial Advisor Magazine
Full Profile

Mark Gitter San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Independent Contractor • Advisor • Contractor • Bachelor of Science • Master of Business Administration • Certified Public Accountant • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Security • Managers • Finance and Accounting Specialist • Computer Software Professional • Software Developers • Biotechnology Professional • Biologist • Biological Scientist • Financial Officer • Financial Manager

Experience & Education

Position:
SEC and Financial Reporting Consultant at Consultant (Self-employed)
Title:
SEC and Financial Reporting Consultant
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
Consultant - primarily Silicon Valley, CASEC and Financial Reporting Consultantsince May 2007OCZ Technology Group - San Jose, CASEC and Financial Reporting ConsultantMay 2013 - Jul 2013
SEC and Financial Consultant at Facebook
Full Profile

Jonathan Buckley San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Accounting Clerk • Certified Public Accountant • Independent Business Owners • Volunteer • Advisor • Non-Profit • Inspector • Director • Chief Executive • Operations Manager • Master of Business Administration • Bachelor of Science • State Inspector General • State Inspector • Hospital Care Professional • Health Professional • Health Practitioner • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Financial Consultant at Kaiser Permanente
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Kaiser Permanente - Oaklant, CAFinancial Consultantsince Feb 2013Artech Information Systems - Oakland, CASr. AccountantApr 2012 - Feb 2013
Skills:
Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Internal Controls,...
Full Profile

Eileen Bettman San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Analyst • Analysts • Supervisor • Managers • Instructor • Pedagogue • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Network Administrator

Experience & Education

Position:
Finance Manager at Sierra Photonics, Inc.
Title:
Finance Manager
Location:
San Francisco Bay Area
Industry:
Telecommunications
Work history:
Sierra Photonics, Inc. - Livermore, CAFinance Managersince Sep 2012L-3 Communications Sr. Pricing AnalystJan 2009 - Sep 2012
Full Profile

Alex Phillips San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Host • Information Technology Specialist • IT Specialist • Security • Vice President • HR Manager • Community Service Manager • Operations Manager • Unix Administrator • Computational Scientist • Software Developer • Software Developers • Systems Administrator • Computer Systems Administrator • Computer Scientists • Organization Management • Air Transportation Worker • Designers • Mathematics • Mathematician • Government Administration Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Graphic Design Specialist • Graphic Designer • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Owner at San Carlos Web
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
San Carlos Web - San Carlos, CAOwnersince Jun 2001Edward Jones - San CarlosFinancial AdvisorMar 2009 - Nov 2009
Skills:
Strategic Planning, Team Building, Information Technology, Small Business, Entrepreneurship, PHP,...
Full Profile

Financial Consultants near Livermore, CA073146219292365San JoseWalnut CreekSunnyvalePleasantonSanta ClaraConcordFremontSan RamonHaywardDanville


Financial Consultants around Livermore, CA

Alamo  (6)
Antioch  (17)
Clayton  (4)
Concord  (76)
Danville  (30)
Fremont  (68)
Hayward  (52)
Milpitas  (28)
Moraga  (9)
Newark  (13)
Oakley  (3)
Pleasanton  (89)
San Jose  (361)
San Leandro  (17)
San Lorenzo  (5)
San Ramon  (63)
Santa Clara  (80)
Sunnyvale  (90)
Tracy  (17)
Union City  (17)
Walnut Creek  (141)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (16)