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Financial Consultants in California

Financial Consultants in Mill Valley, CA

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21 results found

Saul Wainwright Mill Valley, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chief Executive Officer • Chief Operating Officer • Chairperson • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Controller • Bookkeeper • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Human Resources Specialist • Recruitment • Computer Network Professional • Network Administrator • Project Managers • Founding Member • IT Specialist • Advisor • Managers • Survey Researcher • Advertising Sales Agent

Experience & Education

Position:
Independent Finance Manager & Controller at SW Associates
Title:
Financial Consultant - Finance Manager, Controller, Bookkeeper & Student of the Theory of Money
Location:
Mill Valley, California
Industry:
Financial Services
Work history:
SW Associates - San Francisco Bay AreaIndependent Finance Manager & Controllersince Jun 2010Ten 23 Design, Inc. - San Francisco Bay AreaInterim Finance Manager & ControllerJun 2012 - Apr 2013
Skills:
Qualitative Research, Social Media Marketing, Social Media Outreach, Bookkeeping, Financial...
Full Profile

Joe Preis San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entrepreneur • Investor • Managers • Chief Executive Officer • Board Member • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager • Buyer • Buyer and Seller • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Tour Guide • Financial Manager • Supervising Planner • Research Specialist • Research Scientist

Experience & Education

Position:
CEO at Longitude Properties, Inc.
Title:
Experienced entrepreneur & real estate investor. Create value combining real estate, design, technology and finance.
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Longitude Properties, Inc. - Mill Valley, CACEOsince 2002Confidential (Management Consulting) - San Francisco Bay AreaFinancial Consultant to Loan Company Board of Directors and Investors2010 - 2011
Skills:
Start-ups, Investments, Finance, Mergers, Asset Managment, Energy, Entrepreneurship, Venture...
Full Profile

Jason Vandeusen Mill Valley, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Business Administrator • Team Member • Managers • Area Manager • District Manager • Personnel Administrator • HR Manager • Corporate Executive • Chief Executive • Region Manager • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Citizens bank
Financial consultant
Company:
Fidelity investments
Financial planning consultant

Skills

Interpersonal Skills: Possesses exceptional organizational skills as both a team player and leader. ...
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Dan Murray San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managing Member • Manager • Operations Manager

Experience & Education

Title:
Principal, Mirador Capital Partners
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - San Rafael, CaliforniaFinancial Advisor, The Garman GroupApr 2012 - Jul 2013Murray Parkway Properties, LLC Managing MemberJan 2006 - Apr 2012
Skills:
Investments, Equities, Portfolio Management, Management, Asset Management, Alternative Investments, ...
Full Profile

James Watts Mill Valley, 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:
Sr. VP Investments at Merrill Lynch
Location:
Mill Valley, California
Industry:
Financial Services
Work history:
Merrill Lynch Sr. VP Investmentssince Sep 2011Wells Fargo Advisors, LLC Sr.Vice President - Sr. Financial AdvisorOct 1997 - Sep 2011
Full Profile

Helen Abe Mill Valley, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Advisor • Bookkeeper

Experience & Education

Position:
Vice President, Financial Advisor at Merrill Lynch
Title:
Vice President and Wealth Management at Merrill Lynch
Location:
Mill Valley, California
Industry:
Investment Management
Work history:
Merrill Lynch Vice President, Financial Advisorsince Oct 2009Morgan Stanley Wealth Advisor1992 - Oct 2009
Full Profile

Robert Schaaf Mill Valley, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Counselor • Advisor • Sales Agent • Master of Business Administration • Bachelor of Business Administration

Experience & Education

Work

Company:
Metlife - Walnut Creek, CA
Financial advisor
Company:
Wells fargo investments - San Rafael, CA
Investment consultant
Full Profile

Matth Dooley Mill Valley, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Remax / vicki barbaria
Oflice manager / assistant vicki barbaria realtor
Company:
Internet securities - Oakland, CA
Financial advisor

Skills

10 years Mortgage Sales, 6 years Automobile Sales
Full Profile

Carlos Isava Mill Valley, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Latamco advisers
Senior business and economic strategy consultant
Company:
Merrill lynch wealth management - San Francisco, CA
Financial advisor
Full Profile

Richard Holton Mill Valley, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Area Manager • Managers • Corporate Executive • Chief Executive • Region Manager • Operations Manager

Experience & Education

Work

Company:
Citizens bank - Philadelphia, PA
Financial consultant
Company:
Fidelity investments - San Francisco, CA
Financial planning consultant
Full Profile

Mark Schneeberger San Francisco, CA

Professions & Specialties

Advisor • Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Scientists

Experience & Education

Position:
Investment Advisor/Registered Representative at Royal Alliance Associates
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Royal Alliance Associates - 356 Richardson Way Mill Valley CA 94941Investment Advisor/Registered Representativesince Jan 2003Morgan Stanley - San Rafael CAInvestment Advisor Representative/Registered representativeJun 2000 - Dec 2002
ChFC Chartered Financial Consultant
Full Profile

Kathy Collins Mill Valley, CA

Professions & Specialties

Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Agent • Sales Representative

Experience & Education

Position:
Sales Agent at Coldwell Banker-Greenbrae
Title:
Real Estate/ Sales
Location:
Mill Valley, California
Industry:
Real Estate
Work history:
Coldwell Banker-Greenbrae Sales Agentsince Jan 2011
Financial Advisor Network,FAN,
Full Profile

Brett Rocine San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive • Solutions Advisor • Advisor • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Account Executive at Fidelity Investments
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Fidelity Investments - Larkspur, CAAccount Executivesince Dec 2012Merrill Lynch - Tiburon and GreenbraeAssistant Vice President Financial Solutions AdvisorAug 2011 - Dec 2012
Skills:
Series 7, Investments, Financial Planning, Credit, Mortgage, Loans, Banking, Private Banking,...
Wealth Management Financial Advisor at Wells Fargo Investments
Full Profile

Jason Michaels Mill Valley, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Board Member • Vice President of Finance • Financial Director • Chief Executive Officer • Director • Management Team Executive • Vice President • Chief Executive • Financial Officer • Financial Manager • Corporate Executive • Supporting Member • Management Analyst • Clerk • Advisor • Team Member • Analysts • Clerical Specialist

Experience & Education

Position:
Senior Business Development Manager at Enphase Energy
Title:
Business Development, Enphase Energy
Location:
Mill Valley, California
Industry:
Renewables & Environment
Work history:
Enphase Energy - Mill Valley, CASenior Business Development Managersince Jan 2012Independent Renewable Energy Consultant Finance and Business DevelopmentSep 2011 - Apr 2012
Associate Financial Advisor at Legg Mason Wood Walker
Full Profile

Porter Davis San Francisco, CA

Professions & Specialties

Loan Officers • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Partner • Chief Executive • Founding Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Investor

Experience & Education

Position:
Founder at The HOMERprogram (tm), Broker at Pacific Rim Real Estate, Founding Partner at Pacific...
Title:
Chairman at Pacific Rim Group
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
The HOMERprogram (tm) Foundersince Jan 2007Pacific Rim Real Estate - 57 Milland Drive Mill Valley, CA 94941Brokersince Jan 2006
PERSONAL FINANCIAL ADVISOR FOR HOME OWNERS MORTGAGE LOANS
Full Profile

Jeffrey Rodvien San Francisco, CA

Professions & Specialties

Financial Services Sales Agent • Vice President • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Merrill Lynch - Mill Valley, CaVice Presidentsince Aug 2012Oppenheimer & Co. Director of InvestmentsJul 2004 - Aug 2012
Financial Advisor at Morgan Stanley
Full Profile

Mark Moorberg San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Managing Member • Founder • Vice President • Manager • Operations Manager • Founding Member • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder and Managing Member at Fern Creek Ventures
Title:
Founder and Managing Member - Fern Creek Ventures LLC
Location:
San Francisco, California
Industry:
Investment Management
Work history:
Fern Creek Ventures Founder and Managing Membersince Nov 2012Merrill Lynch Alternative Investments - San Francisco, CAVice President/Alternative Investment SpecialistJul 2007 - Aug 2012
Vice President / Financial Advisor at Merrill Lynch Global Wealth M..
Full Profile

Theresa Daneman Mill Valley, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Genworth financial - San Rafael, CA
Internal wholesaler
Company:
Metlife, santa rosa
Financial services rep
Full Profile

Mark Ruyle La Jolla, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Army Lieutenant Colonel

Experience & Education

Position:
Financial Specialist at AAA
Title:
Life Insurance Specialist
Location:
La Jolla, California
Industry:
Insurance
Work history:
AAA - Del Mar and La JollaFinancial Specialistsince Dec 1999Mark Ruyle Insurance Agency Inc. - Mill Valley CAInsurance brokerageJan 1994 - Dec 2000
Full Profile

Christopher Kovacs New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Research Analyst • Research Assistant • Researcher • Survey Researcher • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Analyst at Levin Capital Strategies, Research Analyst - Energy Technology at Robert W. Baird & Co.
Title:
Analyst at Levin Capital Strategies
Location:
New York, New York
Industry:
Investment Management
Work history:
Levin Capital Strategies - New York, NYAnalystsince May 2013Robert W. Baird & Co. - San FranciscoResearch Analyst - Energy Technologysince Jul 2010
Skills:
CFA: Passed all three levels of CFA exam, Certifications: Series 7, 66, 86, 87, Fundamental company ...
Certifications:
CFA - Completed all three exams and expect official designation in September 2013
Financial Advisor at Merrill Lynch
Full Profile

Sam Goerss San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Construction Worker • Construction Specialist • Construction Laborer • Managers • Operations Manager • Marketing Professional • Advertising Sales Agent

Experience & Education

Position:
Investment Advisor Representative at The Retirement Group LLC
Location:
San Diego, California
Industry:
Financial Services
Work history:
The Retirement Group LLC - Greater San Diego AreaInvestment Advisor Representativesince Jun 2012C.H. Burnham Inc - San FranciscoConstruction WorkerJan 2012 - May 2012
Languages:
Spanish
and respected financial advisor
Full Profile

Financial Consultants near Mill Valley, CA01,0932,1863,2794,3725,465San FranciscoSan RafaelNovatoRichmondSausalitoCorte MaderaSan AnselmoLarkspurFairfaxWoodacre


Financial Consultants around Mill Valley, CA

Corte Madera  (9)
Fairfax  (2)
Larkspur  (8)
Novato  (24)
Richmond  (23)
San Anselmo  (8)
San Francisco  (5,465)
San Rafael  (52)
Sausalito  (12)
Woodacre  (1)

Financial Consultants in California

Sub-specializations

Financial Consultant  (21)