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Financial Consultants in Long Beach, CA

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140 results found

Rob Royal Los Angeles, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerVice PresidentAssistant Vice PresidentChief ExecutiveFinancial ManagerAdvisorOperations ManagerCommunity Service ManagerAnalystsTechnical SpecialistTechnical Support SpecialistsAdministrative ClerkClerical SpecialistMaster of ScienceGovernment Administration ProfessionalAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President - Financial Advisor, Consulting Group at RBC Wealth Management
Title:
Vice President - Financial Consultant, Consulting Group at RBC Wealth Management
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
RBC Wealth Management - Long Beach, CAVice President - Financial Advisor, Consulting Groupsince May 2007UBS Wealth Management - Long Beach, CAAssociate Vice President - Financial AdvisorOct 1998 - May 2007

Karen Codman Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeSecuritySchool PrincipalSchool AdministratorEducational ManagerCustomer ServiceClient Service Officer

Experience & Education

Position:
ABOUT TESTIMONIALS at Karen R. Codman, IMPORTANT DISCLOSURES at Karen R. Codman, Investment Advisor ...
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
Karen R. Codman ABOUT TESTIMONIALSsince 1998Karen R. Codman IMPORTANT DISCLOSURESsince 1998

Giannina Toaxen Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer RelationsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLinguistLanguage SpecialistChief Administrative OfficerDirector of Quality ControlCompliance ManagerChief ExecutiveCertified AuditorFinancial Compliance ExaminerAuditorRepresentativeCounselorTeam MemberAdvisorAgentSales AgentSales RepresentativeBachelor of Arts

Experience & Education

Title:
Compliance /Customer relations
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Waddell & Reed - Sherman OaksFinancial AdvisorDec 2012 - Mar 2013Metropolitan I&T - Long Beach, CALinguistMay 2010 - Jul 2011
Languages:
English, Romanian

Brent La Bounty Los Angeles, CA

Professions & Specialties

Financial ConsultantCredit ManagerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersChief AccountantFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperAgentSales RepresentativeCustomer RelationsDatabase Administration ProfessionalDatabase Administrator

Experience & Education

Position:
CAO, Compliance Health and Safety, Business Development at True Gentlemen's Jerky
Title:
Financial Advisor at JPMorgan Chase
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
True Gentlemen's Jerky - Greater San Diego AreaCAO, Compliance Health and Safety, Business Developmentsince May 2013Western Milling LLC - Goshen, CaAssistant Credit ManagerAug 2012 - Jan 2013
Skills:
Vulnerability Management, Web Application Security, HIPAA, Salesforce.com, Sales, Cold Calling,...

Hakan Ozalpasan Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCollectorRepossessorCollections SpecialistAgentSales RepresentativeResearch AssistantGeodesistResearcherSurvey ResearcherGeo ScientistGeoscientistContractorAdvisorTeam MemberAnalystsPascal DeveloperSoftware DeveloperSoftware DevelopersSurveyorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperMaster of Science

Experience & Education

Position:
Supervising Agent at American Income Life Insurance Company, Financial Consultant at SUMMIT...
Title:
Supervising Agent at American Income Life Insurance Company
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
American Income Life Insurance Company - Long Beach, CA 90815Supervising Agentsince Nov 2011SUMMIT PORTFOLIO MANAGEMENT Financial Consultantsince Aug 2010

Wossen Eshete Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystBookkeeperBusiness AdministratorMaster of Business AdministrationGovernment Service ExecutiveGovernment Administration OfficerCivil ServantDepartment Store SalespersonRetail ProfessionalRetail SalespersonOperations Manager

Experience & Education

Work

Company:
Loyalty staffing service
Accountant / financial consultant
Company:
Lily medical supply - Los Angeles, CA
Accountant/ financial analyst

Skills

Proficient in Microsoft Office, Word, Excel, and Power- Point; PC Windows' 95/98/XP Professional,...

Jamon Jarman Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales Account AssociateSales ExecutiveClerical SpecialistSales Manager

Experience & Education

Work

Company:
Long beach memorial - Long Beach, CA
Admitting representative-lab admitting/emergency room
Company:
Lakewood regional - Lakewood, CA
Financial counselor - patient business services

Kevin Monte Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianHospital Care ProfessionalStudent WorkerHealth ProfessionalHealth PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ProfessionalAdvertising Sales AgentOffice ClerkClerical SpecialistMathematician

Experience & Education

Position:
Actuarial Analyst at Molina Healthcare, Financial Consultant at ING Financial Partners
Title:
Actuarial Analyst at Molina Healthcare
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
Molina Healthcare - Long Beach, CAActuarial Analystsince May 2013ING Financial Partners Financial Consultantsince Oct 2010
Certifications:
Exam P, Society of Actuaries/Casualty Actuarial Society
Exam FM, Society of Actuaries/Casualty Actuarial Society

Patty Fletcher Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerChief Administrative OfficerChief Executive OfficerOperations ManagerChief ExecutiveCorporate ExecutiveGeneral Medical Care SpecialistPhysicianMedicine ProfessionalHealthcare PractitionerModelPhilanthropeNon-Profit

Experience & Education

Position:
Manager, Accounting at HealthCare Partners, LLC
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
HealthCare Partners, LLC Manager, Accountingsince Dec 2012Western Growers - Irvine, CAAccounting ManagerSep 2007 - Mar 2012
I acted as financial advisor

Frances Soriano Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant ManagerSupervisorBusiness AdministratorManagersBachelor of ScienceVice PresidentChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Loan restructuring
Financial consultant
Company:
The philippine american life and general insurance company

Derwyn Denton Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNon-ProfitAdvisorPsychologistClient Service OfficerSales ExecutiveCustomer ServiceSales ManagerPsychology Specialist

Experience & Education

Title:
Financial Advisor
Location:
Carson, California
Industry:
Financial Services
Work history:
Mosher Financial - San Francisco Bay AreaFinancial AdvisorJan 2010 - Aug 2011Citigroup Financial AdvisorNov 2006 - Jan 2010
Skills:
Project Management, Strategic Planning, Non-profits, Fundraising, Financial Planning, Series 7,...

Derwyn Denton Long Beach, CA

Professions & Specialties

Financial AssociateFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPsychologistAccount Service ManagerClient Service OfficerCustomer ServiceAdvisorPsychology Specialist

Experience & Education

Work

Company:
Mosher financial group - San Francisco, CA
Financial associate
Company:
Citi personal wealth management - Oakland, CA
Financial advisor

Skills

Microsoft Powerpoint, Word, and Excel

David Ray Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPlanner

Experience & Education

Work

Company:
Corinthian colleges, inc
Student finance planner
Company:
Jp morgan chase bank, n.a - Carson, CA
Financial advisor

Sandy Padilla Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorContractorWellness and FitnessIndependent Business OwnersBuilding CustodianAdministrative ClerkClerical SpecialistCleanersTax AccountantEducational Assistant TeacherTeaching AssistantLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOperations ManagerSales Representative

Experience & Education

Position:
Independent Distributor at 4Life Research, Financial Consultant at Self Employed
Title:
Independent Distributor at 4Life Research
Location:
Greater Los Angeles Area
Industry:
Health, Wellness and Fitness
Work history:
4Life Research Independent Distributorsince Sep 2010Self Employed Financial Consultantsince Jan 2000

Carlos Garcia Long Beach, CA

Professions & Specialties

Financial ConsultantLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan Officers

Experience & Education

Work

Company:
Self employed - Long Beach, CA
Financial consultant to small businesses
Company:
Verity lending, inc - Gold River, CA
Loan officer

Karen Gomez Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFront Office ReceptionistReceptionist

Experience & Education

Work

Company:
Hanro of switzerland - Long Branch, NJ
Merchandise assistant
Company:
Law office of alexander j. alfano - Miami, FL
Financial advisor

Elsa Salazar Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Providence little co of mary medical center - Torrance, CA
Financial counselor

Jack Dilday Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFounderSenior Vice PresidentFounding MemberChief ExecutiveVice PresidentNon-ProfitAccounting BookkeeperBookkeeper

Experience & Education

Position:
Founder at Dilday and Associates operating under First Financial Equity Corporation, Member FINRA/SIPC
Title:
Dilday and Associates
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Dilday and Associates operating under First Financial Equity Corporation, Member FINRA/SIPC - 6700 East Pacific Coast Highway, Suite 286, Long Beach, CA 90803Foundersince Feb 2012RBC Wealth Management Senior Vice President - Financial ConsultantSep 1975 - Feb 2012

Paul Bent Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveAttorney At LawGeneral CounselArbitratorLawyersOf CounselJuristLegal CounselRefereeJudgeDepartment SupervisorManagerOperations ManagerAccounting BookkeeperBookkeeperIT ScientistMathematicianManagersComputer Scientists

Experience & Education

Position:
Senior Managing Director at The Alta Group, LLC, Attorney at Law at Law Office of Paul Bent, CEO...
Title:
Senior Managing Director, The Alta Group -- Corporate Financial Advisor, Testifying Expert Witness, Transaction Attorney
Location:
Greater Los Angeles Area
Industry:
Legal Services
Work history:
The Alta Group, LLC - Long Beach, CASenior Managing Directorsince Jan 2004Law Office of Paul Bent - Long Beach, CAAttorney at Lawsince 1978

Michael Lambrakis Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceClient Service OfficerSales RepresentativeSales Agent

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Long Beach, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Long Beach, CaliforniaFinancial Advisorsince Jul 2011Wells Fargo Bank, NA Customer Service and Sales RepresentativeJan 2010 - Jul 2011

Stephen Lam Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior BrokerCapital Markets ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorBusiness AdministratorBuyerAgentSales and Service SpecialistBuyer and SellerMarket AnalystMarket Research AnalystChairpersonChief ExecutiveOperations ManagerStudent Worker

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Downtown Los AngelesFinancial Advisorsince Sep 2011Cargo Cargo Logistic Inc - Long Beach, CALogistic ConsultantApr 2010 - Aug 2011
Languages:
Chinese

Pamela Evans Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorAuditorSchool PrincipalSchool AdministratorEducational ManagerCustomer ServiceClient Service OfficerBookkeeperIT Specialist

Experience & Education

Position:
Financial Consultant at Self - Employed
Title:
Audit Consultant at Self - Employed
Location:
Greater Los Angeles Area
Industry:
Internet
Work history:
Self - Employed - Greater Los Angeles AreaFinancial Consultantsince Feb 2012ACS, a Xerox Company - Long Beach, CASr. Compliance AuditorOct 2007 - Jul 2011

Kenneth Caleb Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSports TrainerSports TrainersOwnerChief ExecutiveCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTrainer

Experience & Education

Position:
Independent Team Beachbody Coach at Beachbody, Financial Advisor & Business Owner at Kenneth A. ...
Title:
Independent Team Beachbody Coach at Beachbody
Location:
Long Beach, California
Industry:
Financial Services
Work history:
Beachbody - Long Beach, CaliforniaIndependent Team Beachbody Coachsince Jan 2013Kenneth A. Caleb Financial Advisor & Business Ownersince Jan 1990

Steffie Hands Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSupporting MemberTeam MemberOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Realtor at RE/MAX Real Estate Specialists
Title:
Realtor, RE/MAX Real Estate Specialists
Location:
Long Beach, California
Industry:
Real Estate
Work history:
RE/MAX Real Estate Specialists Realtorsince 2005Northwestern Mutual Financial Network Associate Financial Advisor1997 - 2004

Roberto Caudillo Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCo-FounderFounderFounding MemberChief ExecutivePsychologistPsychology SpecialistStudent WorkerPR and Communications ProfessionalAnalystsPublic Relations ProfessinalClient Service OfficerCustomer Service

Experience & Education

Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial AdvisorAug 2011 - Mar 2013Dr. Dugan and Associates - Long Beach, CACo-founder, GMSep 2007 - Jul 2011
Skills:
New Business Development, Investments, Finance, Business Planning, Corporate Finance, Valuation,...
Languages:
Spansih

Gerald Turner Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ScienceProperty ManagerReal Estate ManagerChief ExecutiveOperations ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Analyst at Wells Fargo
Location:
Los Angeles, California
Industry:
Financial Services
Work history:
Wells Fargo - Long Beach, CAFinancial Analystsince Jan 2013Wells Fargo Advisors, LLC - 90067Financial Advisor2011 - Dec 2012

Nathan Allen Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorDepartment ManagerDepartment SupervisorManagerOperations ManagerBachelor of ScienceEntertainment ProfessionalEntertainerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Department Manager at Neiman Marcus
Title:
Sales Manager at Bloomingdales
Location:
Greater Los Angeles Area
Industry:
Retail
Work history:
Neiman Marcus - Orange County, California AreaDepartment Managersince Aug 2009Ameriprise Financial Services, Inc. - Long Beach, CAFinancial Advisor - PreappointmentOct 2008 - Apr 2009

John Shinuda Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Wells fargo
Financial consultant iii
Company:
Boeing
Control account manager/supply chain asset manager

Skills

Exceptional academic background with outstanding critical thinking and analytic skills Strong...

Ruben Bobadilla Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject EngineerEngineering SpecialistApprenticeConstructionStudent Worker

Experience & Education

Work

Company:
Shimmick construction
Project engineer intern
Company:
Waddell & reed investment bank
Financial advisor intern

Skills

Leadership: Computer Programming Society ( Vice President )
Leadership: Formula electric team...

Mike Lambrakis Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistCertified Public AccountantAccounting BookkeeperBookkeeperAdvertising ProfessionalAdvertising Sales AgentFinancial OfficerFinancial ManagerManagement Team ExecutiveOperations ManagerChief Executive

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Long Beach, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Long Beach CAFinancial Advisorsince Jun 2012Michael S. Lambrakis, CPA - Long Beach/Newport Beach CACPAMay 1997 - Jun 2012
Languages:
Greek

Patrick Stearns Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President at Defined Benefit Solutions
Title:
Pension Consultant at Defined Benefit Solutions
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Defined Benefit Solutions - Long Beach, CAVice Presidentsince 2008Morgan Stanley Smith Barney Financial Advisor2003 - 2008

Tracy Jordan Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateAdministrative ClerkClerical SpecialistNotary PublicNotaryLawyersTax PreparerTax Accountant

Experience & Education

Work

Company:
Secretary of state-california
Notary public
Company:
Lenning & co., inc - Seal Beach, CA
Administrative assistant, tax preparer, notary public, financial advisor assistant

Skills

Quickbooks, Microsoft Office Suite, Excel, Lacerte Intuit Tax Programs, Probate Software, E-File...

Daniel Aams Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTeam LeaderOperations Manager

Experience & Education

Work

Company:
Metlife investors - Irvine, CA
Team leader & senior internal wholesaler
Company:
A.g. edwards & sons inc - Newport Beach, CA
Financial consultant

Skills

Over 10+ Years in Financial Sales, Leadership, Variable Annuities, Fixed Annuities, Managed...

Suzanne Shaheen Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerFood serviceCrewmanTeam MemberPerformer

Experience & Education

Work

Company:
Francellis restaurant & catering
Caterer / food service specialist
Company:
Debt rescue - Long Beach, CA
Financial consultant

Tracie Ho Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDB AdministratorDatabase Administration ProfessionalDatabase AdministratorPayroll AdministratorPayroll SupervisorCompensations and Benefits

Experience & Education

Work

Company:
Stuart industries inc dba conquest transportation
Dba
Company:
Tcm financial services llc
Payroll manager/clients specialist/financial consultant

Edith Dulce Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorClerkAdvisorClerical Specialist

Experience & Education

Work

Company:
Long beach mem med center
Admitting clerk
Company:
Officeworks
Er admitting clerk/financial counselor

Theresa Bee Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSurgeonSurgical SpecialistCounselorOffice AssistantAdvisorOffice ClerkClerical Specialist

Experience & Education

Work

Company:
Children's hospital of los angeles
Surgery scheduler/financial counselor
Company:
Superior court appellate division - Los Angeles, CA
Court office assistant

Arthur Felix Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley - Long Beach, CAFinancial Advisorsince Jul 2005

Salina Qamhawi Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Administrative OfficerChief ExecutiveVolunteerNon-Profit

Experience & Education

Work

Company:
Palestine hospital & jordan hospital
Volunteer
Company:
Janus consultancy - Pangbourne
Independent financial advisor

Mark Owen Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorAdvisorSupporting MemberTeam MemberOwnerChief ExecutiveCorporate Executive

Experience & Education

Work

Company:
Cpi corp.
Market sales manager
Company:
Jp morgan chase - Long Beach, CA
Branch sales manager

Skills

Business Development, Sales Management, Retail Management, Marketing, Oral and Written Communications

Theresa Bee Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSurgeonSurgical SpecialistCounselorOffice AssistantAdvisorOffice ClerkClerical Specialist

Experience & Education

Work

Company:
Children's hospital of los angeles
Surgery scheduler/financial counselor
Company:
Superior court appellate division - Los Angeles, CA
Court office assistant

Daniel Kim Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations Manager

Experience & Education

Work

Company:
Province of s. korea - Los Angeles, CA
Director of business & investment promotion
Company:
Chk financial advisors - Los Angeles, CA
Financial advisor

Eric Elam Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsSales Support AnalystSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Work

Company:
Directv, inc.
Sales analyst
Company:
Karl storz endoskope - El Segundo, CA
Financial consultant

Skills

Data Analysis, Project Management, Market Research, Market Intelligence and Operations Analysis

Christopher Liggins Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManager in TrainingManagersBachelors in Business AdministrationStudent WorkerRecruitment

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
Enterprise rent-a-car - Gardena, CA
Management trainee

Mark Dao Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentArea ManagerManagersAssistant ManagerAdvisorTeam LeaderOperations ManagerClient Service OfficerSales RepresentativeBachelor of ScienceCustomer Service

Experience & Education

Work

Company:
Capital alliance group
Financial consultant
Company:
United auto credit corporation - Newport Beach, CA
Senior internal area manager

Skills

Microsoft Word, Excel, Outlook, Powerpoint, ADP, Compass, CRM, and both PC/MAC O/S

Tiffany Swanson Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentShop ManagerSales ManagerParalegalActivities AssistantRecreation Worker

Experience & Education

Work

Company:
Pike mini market
Store manager
Company:
Jp morgan chase - Long Beach, CA
Licensed personal financial consultant

Sherelle Bowman Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDeputy DirectorDeputy ManagerChief Executive

Experience & Education

Work

Company:
Federal pell grants and federal loans
Give advice and counsel students, parents, and staff
Company:
Marinello schools of beauty - Whittier, CA
Corporate assistant director of financial aid

Greg White Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at Charles Schwab
Title:
Charles Schwab
Location:
Long Beach, California
Industry:
Financial Services
Work history:
Charles Schwab Financial Consultant

Nancy Calderon Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales RepresentativeMarketing ConsultantMarket AnalystMarket Research Analyst

Experience & Education

Work

Company:
Dynamic edge consulting
Sales/marketing consultant
Company:
Transamerica financial advisors, inc
Financial advisor

Alicia Trotter Long Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Lakewood regional medical center
Financial counselor
Company:
Providence st. johns - Santa Monica, CA
Administrative associate patient access



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