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Financial Consultants in California

Financial Consultants in Menlo Park, CA

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68 results found

Rafael Costa San Francisco, CA

Professions & Specialties

Investment Banking Analyst • Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • School Principal • School Administrator • Educational Manager • Co-Manager • Manager • Operations Manager • Student Worker • Founding Member • Chief Executive • Corporate Executive • Analysts • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Investment Professional at Summit Partners
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Summit Partners - Menlo Park, CAInvestment Professionalsince Jul 2013UBS Investment Bank - New YorkInvestment Banking Analyst - Global Technology, Media & Telecommunications GroupJul 2011 - Jul 2013
Languages:
Portuguese, Spanish
Exclusive financial advisor to Caisse de d
Full Profile

David Hsieh Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Owner • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Market Research Analyst • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Merrill Lynch - Menlo Park, CaliforniaFinancial Advisorsince Feb 2012Franklin Street Regional Managing DirectorJul 2010 - Jan 2012
Skills:
Real Estate, Dispositions, Real Estate Investment, Investments, wealth management, Financial...
Languages:
Mandarin Chinese
Full Profile

Jack Parsons San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Golfer • Athletes • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Account Manager • Bachelor of Science • Computer Software Professional • Software Developers • Property Manager • Real Estate Manager

Experience & Education

Position:
Independent Financial Consultant at JCP Consulting
Title:
Audit Committees; IPOs and SEC Advisory; Internal Audit; Practice/Business Development
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
JCP Consulting Independent Financial Consultantsince Sep 2008FTI Consulting - San Francisco Bay AreaManaging DirectorJan 2007 - Aug 2008
Full Profile

Deronnie Pitts Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Deputy Director • Deputy Manager • Chief Executive • Operations Manager • Business Administrator • Team Member • Non-Profit • Bachelor of Arts • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Physical Education Professors • Insurance Professional • Underwriter • Entertainer

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Menlo Park, CAFinancial Advisorsince Oct 2012Stanford University - Stanford, CAHigher Education AdministrationJul 2008 - Aug 2012
Certifications:
CA Life and Health Insurance Agent, California Department of Insurance
Full Profile

Heather Duke Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Research Analyst • Research Assistant • Researcher • Survey Researcher • Recognition • Advisor • Supporting Member • Team Member • Team Leader • Operations Manager • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor - Jackson Group at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CAFinancial Advisor - Jackson Groupsince Jul 2011PricewaterhouseCoopers LLP - San Jose, CaliforniaSenior Tax Associate, CPAJan 2009 - Jun 2011
Full Profile

Robert Wolffe San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Morgan Stanley - Menlo Park, CAFinancial Advisor2010 - 2012AXA Financial Advisor2008 - 2010
Certifications:
Series 7, FINRA
Series 8, FINRA
Full Profile

Blake Freeman Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst

Experience & Education

Title:
-
Location:
Menlo Park, California
Industry:
Research
Work history:
Waddell & Reed - Campbell, CAAdvisor AssociateJun 2011 - Jun 2013Edward Jones Financial Advisor2010 - 2010
Skills:
Research, Data Analysis, Microsoft Office, Market Research, Analysis, Microsoft Excel, Project...
Full Profile

Chris Wetra San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Bachelor of Science • Wellness and Fitness • Advisor

Experience & Education

Position:
Senior Accounting Manager at Proteus Digital Health, Inc
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Proteus Digital Health, Inc - Redwood City, CASenior Accounting Managersince Oct 2012Kranz and Associates - Menlo Park, CAFinancial ConsultantJun 2010 - Oct 2012
Skills:
System Implementations, Cost Accounting, Forecasting, Payroll, Revenue Recognition, Financial...
Full Profile

Todd Gemmer San Francisco, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Manager • Chief Information Officer • Financial Manager • Chief Executive • Operations Manager • Technology Director • Technology Manager • Technical Managers • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President, Financial Advisor at Morgan Stanley
Title:
Financial Advisor/Certified Financial Planner (TM) at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CAFirst Vice President, Financial Advisorsince Oct 2001ACNielsen Senior Audit ManagerSep 1996 - Aug 1999
Full Profile

Grant Matthews San Francisco, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Director- Wealth Management, Financial Advisor, CFP®, CIMA® at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CaliforniaExecutive Director- Wealth Management, Financial Advisor, CFP®, CIMA®since Nov 2005UBS - Menlo Park, CASenior Vice President- Wealth MgmtJan 2000 - Nov 2005
Full Profile

Ned Gibbons Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Counselor • Advisor • Governor • Government Administration Officer • Civil Servant • Vice President • Chief Executive • Operations Manager • Sales Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo ParkFinancial Advisorsince Oct 2011UBS Private Wealth Management Financial AdvisorNov 2008 - Oct 2011
Full Profile

Bill Fisher San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Summit Advisors, LLC
Title:
Investment Advisor, Summit Advisors, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Summit Advisors, LLC - Burlingame, CaFinancial Advisorsince May 2012Summit Financial Advisors, LLC - San Mateo, CA.Investment AdvisorFeb 2007 - May 2012
Full Profile

Catherine Depuy San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Researcher • Survey Researcher

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Services Professional
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Menlo Park, CAFinancial Advisorsince Apr 2010Buckingham Research Group Vice President Equity Research1996 - 1998
Full Profile

Arnold Jacobson San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Investor • School Principal • School Administrator • Educational Manager • Doctor of Medicine • Biotechnology Professional • Biologist • Biological Scientist • Operations Manager • Software Developers

Experience & Education

Position:
Financial Advisor at Waypoint Wealth Partners, Principal at Arnold Jacobson MD, Medical Advisor at...
Title:
Consultant to Reproductive Medicine, Genetic, and Pharmaceutical Companies
Location:
San Francisco Bay Area
Industry:
Biotechnology
Work history:
Waypoint Wealth Partners - SF, Walnut Creek, S CAFinancial Advisorsince Jan 2005Arnold Jacobson MD - Alamo, CaliforniaPrincipalsince Jan 2000
Skills:
Healthcare, Venture Capital, Start-ups, Strategic Planning, Mentoring, Medical Devices, Business...
Full Profile

Amy Oliver San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Second Vice President - Wealth Management at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - 2882 Sand Hill Road, Suite 200, Menlo Park, California 94025Financial Advisor, Second Vice President - Wealth Managementsince Mar 2005GL Trade (Formerly Ubitrade) - Greater Chicago AreaSalesMar 2004 - Mar 2005
Full Profile

Richard Rosensweig San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President Financial Advisor at Morgan Stanley
Title:
Vice President ,Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - 2725 Sand Hill Road Suite 130 Menlo Park CA 94025Vice President Financial Advisorsince Jul 1992
Full Profile

Sateez Kadivar San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Computer Software Professional • Software Developers • Leader • Construction • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at Jotter
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Jotter - Menlo ParkManaging Directorsince May 2013Skire (Acquired by Oracle) - Menlo Park, CAVP of Business Operations, Sales & Corporate DevelopmentJan 2000 - Apr 2013
..e-Skire acquisition performed without a financial advisor
Full Profile

Daniel Kolb Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Menlo ParkFinancial Advisorsince Aug 2011Emerald Hills Golf Course - Emerald HillsJunior Golf Counselor / Pro ShopJun 2006 - Aug 2010
Full Profile

Marian Hudson Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trainer

Experience & Education

Position:
Financial Counselor at Financial Clarity Coaching
Title:
Financial Clarity Coach
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Financial Clarity Coaching Financial Counselorsince 2011MBS Bookeeping2001 - 2011
Full Profile

Rob Nicolosi San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Financial Engines - Palo Alto, caInvestment AdvisorJan 2010 - Jun 2011Morgan Stanley Smith Barney - San Francisco, CAFinancial AdvisorNov 2008 - Nov 2009
Full Profile

Seline Reyes San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Position:
Registered Associate at Morgan Stanley
Title:
Registered Associate at Morgan Stanley Private Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CARegistered Associatesince Mar 2007Wells Fargo Investments - San Francisco, CAFinancial Consultant AssociateApr 2005 - Mar 2007
Full Profile

Anthony Schmidt Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor at Morgan Stanley
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Menlo Park, CAFinancial Advisorsince Dec 2011UBS Private Wealth Management Wealth Advisor2009 - Dec 2011
Full Profile

Alex Kaminaris San Francisco, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Financial Manager

Experience & Education

Position:
Portfolio Manager, Financial Advisor at Morgan Stanley Smith Barney
Title:
Portfolio Manager, Morgan Stanley Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Menlo Park, CAPortfolio Manager, Financial Advisorsince Nov 2007JPMorgan Private Bank Analyst2005 - 2007
Full Profile

Rupesh Shah San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Advisor Morgan Stanley at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley, Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CAVice President, Financial Advisor Morgan Stanleysince Sep 2007Charles Schwab Financial Advisor1999 - 2007
Full Profile

Charlie Ramos Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Director of Operations

Experience & Education

Position:
Financial Advisor, Financial Planning Specialist at Morgan Stanley
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CAFinancial Advisor, Financial Planning Specialistsince Jan 2006UBS Operations Manager2003 - Jan 2006
Full Profile

Daniel Rave San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Manager • Program Director • Vice President • Chief Executive • Operations Manager • Business Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President / Business/Segment Manager at Wells Fargo Advisors
Title:
Senior Vice President | Business/Segment Manager
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Wells Fargo Advisors - San Francisco Bay AreaSenior Vice President / Business/Segment Managersince Dec 2010Wells Fargo Advisors - Palo Alto, CARegional Brokerage ManagerJul 2006 - Dec 2010
..National Program Manager for New Financial Advisor Training
Full Profile

Mike Aknin San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
J.P.Morgan Private Client Advisor ~ Vice President at Chase Private Client
Title:
J.P.Morgan Private Client Advisor at Chase Private Client
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Chase Private Client - 650 Santa Cruz Ave Menlo Park, CA 94025J.P.Morgan Private Client Advisor ~ Vice Presidentsince Oct 2011Chase Investment Services Corp. - Menlo ParkFinancial Advisor ~ Vice PresidentJun 2010 - Sep 2011
Full Profile

Chris Chou Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • School Principal • School Administrator • Educational Manager

Experience & Education

Work

Company:
Sustainable society
Founder/ceo
Company:
Sun consulting llc - San Francisco Bay Area, CA
Principal accounting & financial consultant
Full Profile

Jo Schmeltzer Santa Clara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Woodbury financial services
Financial advisor/investment advisor representative
Company:
Patelco credit union - Santa Clara, CA
Financial advisor
Full Profile

Brendan O'brien San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CAFinancial Advisorsince Dec 2000
Full Profile

Matthew Herrick Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Menlo ParkFinancial Advisorsince Jun 2012
Certifications:
Chartered Financial Analyst, CFA Institute
Full Profile

Gene Lee Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor, Account Vice-President at UBS Financial Services Inc.
Location:
Menlo Park, California
Industry:
Financial Services
Full Profile

Philippe Tregon San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Chairperson • Partner • Founder • Founding Member • Chief Executive • Marketing Manager • Wellness and Fitness • Retail Design Architect • Product Specialist • Financial Director • Project Managers • Corporate Executive • Financial Officer • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Master of Education • District Attorney • Lawyers • Leader • Security • Counselor • Managers • Information Technology Specialist • IT Specialist • Retail Salesperson • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant

Experience & Education

Position:
Co-Founder | President | Strategic Alliances at NuFitScan LLC, Co-Founder at Mobile Touch Solutions ...
Title:
Int'l Strategic Partnerships & Business Development | Retail, Wellness & Nutrition ICT Mobile applications Innovator
Location:
San Francisco Bay Area
Industry:
Health, Wellness and Fitness
Work history:
NuFitScan LLC - San Francisco Bay AreaCo-Founder | President | Strategic Alliancessince Jan 2013Mobile Touch Solutions Inc. - Portola Valley, CACo-Foundersince Apr 2012
Skills:
Operations Management, Customer Relations, POS solutions, Mobile Devices, Mobile Applications, Team ...
Languages:
English, French
Full Profile

Jeffrey Schreiner San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Research Analyst • Research Assistant • Researcher • Survey Researcher • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Analyst • Investor • Analysts • Founding Member • Operations Manager • Information Technology Specialist • IT Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Research Analyst at Feltl and Company
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Feltl and Company - Menlo Park, CASenior Research Analystsince Aug 2012CapStone Investments - San Francisco Bay AreaManaging Director, Semiconductor AnalystApr 2008 - Aug 2012
Financial Advisor at Morgan Stanley
Full Profile

Andrew Stuart San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Director • Board Member • Sales Manager • Operations Manager • Management Team Executive • Relationship Manager • Sales Agent • Client Service Officer • Sales Representative • Advisor • Speaker • Spokesperson • Representative • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service

Experience & Education

Position:
Managing Director at NYSE Euronext
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
NYSE Euronext - Palo Alto, CAManaging Directorsince Dec 2009Grant Thornton - San Francisco, CABusiness Development ExecutiveMar 2009 - Dec 2009
Skills:
Strategy Development, Investments, Securities, Venture Capital, Capital Markets, Private Equity,...
Financial Advisor at Fortis Financial Group
Full Profile

Shazia Virji San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Board Member • Vice President • Management Team Executive • Operations Manager • Chief Executive • Marketing Administrator • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Doctor of Philosophy • Community Service Manager • Marketing Professional • Advertising Sales Agent • Computer Network Consultant • Network Administrator • Software Developers • Computer Consultant • IT Consultant • Student Worker

Experience & Education

Position:
Associate Marketing Manager, Mint.com at Intuit, Board Member & VP Social at Haas Alumni...
Title:
Associate Marketing Manager, Mint.com at Intuit
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Intuit - Menlo Park, CAAssociate Marketing Manager, Mint.comsince May 2012Haas Alumni Network - San Francisco Chapter - San Francisco Bay AreaBoard Member & VP Socialsince Jan 2012
Skills:
Business Development, Personal Finance, Personal Financial Planning, Market Analysis, Team...
Associate Financial Advisor at Pollak & Pollak
Full Profile

Diana Willson San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Administrator • Brand Planner • Brand Representative • Manager • Marketing Manager • Operations Manager • Event Manager • Copywriter • Publicity Writer • Author • Event Planner • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Recruitment

Experience & Education

Position:
Marketing Coordinator at Hewins Financial Advisors
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Hewins Financial Advisors - San MateoMarketing Coordinatorsince May 2011Hewins Financial Advisors - San MateoMarketing AssociateOct 2010 - May 2011
Skills:
Copy Editing, Copywriting, Online Marketing, Complex Project Management, Event Planning, Design,...
Languages:
English, Spanish
Certifications:
Advanced Social Media, University of San Francisco
Financial Advisor Digital and Social Media Strateg..
Full Profile

Larry Shoemaker San Francisco, CA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Owner • Vice President • Chief Executive • Secretary • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Moderator • Organization Management • Advisor • Financial Manager • Operations Manager • Community Service Manager • Certified Nurse Aide • Psychology Specialist • Nurse • Nurse Practitioner • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor • Psychologist • Master of Business Administration • Bachelor of Science • High School Diploma • Government Administration Professional • Sales Representative

Experience & Education

Position:
Member at Points of Life - Santa Clara Chapter, Member at Senior Roundtable, Member at San Jose...
Title:
Medicare Plans Representative
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Points of Life - Santa Clara Chapter Membersince Sep 2012Senior Roundtable - Santa Clara County, CaliforniaMembersince May 2012
Skills:
Financial Planning, Retirement, Insurance, Long Term Care, Retirement Planning, Medicare Insurance...
Financial Advisor at AIG Retirement Services
Full Profile

Pablo Serna Menlo Park, CA

Professions & Specialties

Mortgage Loan Officer • Financial Consultant • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Chief Executive • Client Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Bachelor of Science • Physical Education Professor • Physical Education Professors • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Mortgage Lending Manager at SVB Private Bank
Location:
Menlo Park, California
Industry:
Banking
Work history:
SVB Private Bank - menlo park, californiaMortgage Lending Managersince Jul 2013SVB Private Bank Senior Mortgage LenderJun 2011 - Jul 2013
Financial Advisor at Banc of America Investments
Full Profile

Dee Gill San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Sales Manager • Sales Director • Chief Executive Officer • Corporate Executive • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Advisor at Merrill Lynch
Title:
Wealth management at Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Merrill Lynch - Menlo Park , CAInvestment Advisorsince Mar 2012The Guardian Life Insurance Company of America - San RamonSales ManagerJun 2010 - May 2011
Skills:
Team Building, Coaching, Asset Protection, Analysis, Funding, Retirement, Wealth Management,...
Languages:
Punjabi, Hindi, English
Financial Advisor Network (FAN)
Full Profile

Bryan Miller San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Executive • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Vice President of Finance • Financial Officer • Financial Manager • Vice President • Chief Executive • Biotechnology Professional • Biologist • Biological Scientist • Senior Manager • Operations Manager • IT Engineer

Experience & Education

Position:
Senior Director of Finance & Controller at Neuraltus Pharmaceuticals, Inc.
Title:
Corporate Finance and Accounting Executive | Pharmaceuticals | Biotech | Medical Devices
Location:
San Francisco Bay Area
Industry:
Biotechnology
Work history:
Neuraltus Pharmaceuticals, Inc. - Palo Alto, CASenior Director of Finance & Controllersince 2010Apieron, Inc - Menlo Park, CAVice President of Finance2009 - 2010
Skills:
Strategic Planning, Start-ups, Financial Modeling, Financial Accounting, Medical Devices,...
Certifications:
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Contract Financial Consultant at Trimble Navigation
Full Profile

Daryce Peterson San Francisco, CA

Professions & Specialties

Master of Science • Financial Director • Financial Officer • Financial Manager • Independent Contractor • Non-Profit • Counselor • Management Consultant • Contractor • Advisor • Management Analyst • Analysts • Controller • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Biologist • Biological Scientist • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Non-profit consultant: CFO-Senior Financial & Development Adviser at self employed
Title:
M.S.,Tax. Non-profit: CFO. Finance-Development: Effective Financial Reporting. Fundraising strategy. Bus Plans. Grants.
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
Self employed Non-profit consultant: CFO-Senior Financial & Development Advisersince Mar 2009Robert Half Management Resources - San Jose, CAController & Senior Finance-Accounting Management Consultant1998 - 2009
Skills:
Mergers, Financial Reporting
Financial Consultant at Prudential Bache Securitie..
Full Profile

Lauren Hirschfeld San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Manager • Operations Manager • Marketing Administrator • Brand Planner • Brand Representative • Investor • Team Leader • Senior Online Leader • Internet Marketing Manager • Web Marketer • Non-Profit • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Marketing Manager at IndexUniverse, LLC
Title:
Marketing at IndexUniverse, LLC
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
IndexUniverse, LLC - San Francisco Bay AreaMarketing Managersince Mar 2013Sterling Stamos - Menlo Park, CAManager of Marketing & CommunicationsJun 2011 - Mar 2013
Skills:
Marketing Communications, Corporate Branding, Investor Relations, Direct Mail, New Business...
Financial Advisor Magazine
Full Profile

Ilian Georgiev San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Computer Software Professional • Software Developers • Co-Founder • Founder • Founding Member • Chief Executive • Hacker • Computer Games Professional • Software Developer • Systems Administrator • Computer Systems Administrator • Computer Security Specialist • Security and Investigations Professional • IT Security • Computer Specialist • Supporting Member • Planner • Apprentice • Team Member • Research Associate • Mathematics • Research Specialist • Research Scientist • Mathematician • Advertising Professional • Advertising Sales Agent • Student Worker

Experience & Education

Position:
Product at Pocket Gems
Title:
Product Manager at Pocket Gems
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Pocket Gems - San Francisco Bay AreaProductsince Oct 2011Stanford Graduate School of Business Design Innovation FellowSep 2011 - Oct 2011
Skills:
Java, Stata, VBA, Python, LaTeX, Data Analysis, Data Modeling, PHP, Mathematica, Unix, SAS,...
Languages:
English, Bulgarian, German, Japanese
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Greg Gaffney Menlo Park, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Area Sales Manager • Regional Sales Consultant • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Operations Manager • Corporate Executive • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Sr.VP, Regional Sales Manager, Merrill Edge at Bank of America
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Bank of America - San Jose / Santa BarbaraSr.VP, Regional Sales Manager, Merrill Edgesince Aug 2011Southwest Securities SVP, Branch Manager San FranciscoNov 2010 - Aug 2011
Financial Advisor at Chase Investment Services
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Eric Turri San Francisco, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Senior Project Manager • Co-Founder • Chief Administrative Officer • Senior Manager • Operations Manager • Founder • Founding Member • Chief Executive • Model • Buyer • Department Store Salesperson • Retail Professional • Retail Salesperson • Buyer and Seller • Sales Representative • Hair Stylist • Hairdresser • Bachelor of Science • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Team Member

Experience & Education

Position:
Senior Project Manager at Samasource
Location:
San Francisco, California
Industry:
Internet
Work history:
Samasource - San Francisco Bay AreaSenior Project Managersince 2012Grassroots Jerky Inc. - San Francisco, CACo-founderJan 2011 - Jul 2012
buy-side financial advisor in $378mm purchase of Diamond Te..
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Annie Cronin Menlo Park, CA

Professions & Specialties

Partner • Chief Operating Officer • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager

Experience & Education

Work

Company:
New york life - San Jose, CA
Partner
Company:
Aci - Menlo Park, CA
Coo

Skills

Bilingual in Chinese
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Garrett Paul San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Assistant • Researcher • Survey Researcher • Bachelor of Science • Entertainment Professional • Entertainer • Analysts • Industrial Engineer

Experience & Education

Position:
Director at MicroVenture Marketplace, Inc., Managing Director at Emerson Equity
Title:
Director at MicroVentures
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
MicroVenture Marketplace, Inc. - San Francisco Bay AreaDirectorsince Aug 2012Emerson Equity - San Francisco Bay AreaManaging Directorsince Aug 2012
Skills:
Venture Capital, Business Development, Financial Modeling, Start-ups, Secondary Market, Business...
Financial Advisor at Morgan Stanley
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Christine Vinciguerra San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Marketing Manager • Financial Director • Financial Officer • Financial Manager • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Non-Profit • Chief Executive • Production Manager • Operations Manager • Project Managers • Project Manager • Analyst • Analysts • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Science • Master of Business Administration • Computer Software Professional • Software Developers • Lawyers

Experience & Education

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

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Wellness and Fitness • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Partner • Chief Executive

Experience & Education

Title:
Account Manager Professional, Client Services & Vendor Partnership Management
Location:
San Francisco Bay Area
Industry:
Health, Wellness and Fitness
Work history:
QuadMed LLC - San Francisco Bay AreaAccount Manager, Client Services (California/West Region)2012 - 2013Genentech USA, Inc. - South San Francisco, CA* Account Manager / Case Manager / Vendor Lead, Partner Management1999 - 2011
* Financial Counselor at UCSF-Stanford HealthCare
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