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Financial Consultants in California

Financial Consultants in Monrovia, CA

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11 results found

Julie Xiang Monrovia, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Union Bank, Senior Relationship Banker at Union Bank
Title:
Union Bank
Location:
Monrovia, California
Industry:
Banking
Work history:
Union Bank Financial Advisorsince May 2011Union Bank Senior Relationship Bankersince Dec 2009
Full Profile

Stefan Harms Monrovia, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Regional Sales Consultant • Sales Representative • Software Engineer • C++ Developer • Computer Software Professional • Software Developers • Software Developer • Leader • Advisor • Managers • Partner • Chief Executive

Experience & Education

Position:
Regional Sales Manager at Parasoft Corporation
Title:
Parasoft Corporation
Location:
Monrovia, California
Industry:
Computer Software
Work history:
Parasoft Corporation - Monrovia, CARegional Sales Managersince Feb 2010TD Ameritrade Financial AdvisorJul 2008 - Sep 2009
Languages:
Native German Speaker, French
Full Profile

Jerry Tambe Monrovia, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Governor • Government Administration Officer • Civil Servant • Vice President • Chief Executive • Operations Manager • Organization Management • Bookkeeper

Experience & Education

Title:
Past District Governor
Location:
Monrovia, California
Industry:
Nonprofit Organization Management
Work history:
AG Edwards & Sons Vice President - InvestmentsJun 1992 - Mar 2007Merrill Lynch - Pasadena, CASenior Financial ConsultantJan 1974 - Jan 1991
Full Profile

Robert Speare Monrovia, CA

Professions & Specialties

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

Experience & Education

Work

Company:
United nations development programme
Logistics/transport assistant
Company:
Internal audit
Financial/procurement consultant - part-time
Full Profile

Stephen Kagawa Monrovia, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Operations Manager • Underwriter • School Principal • School Administrator • Educational Manager • Sales Representative • Student Worker

Experience & Education

Position:
President and CEO at The Pacific Bridge Companies, Investment Advisor Representative at Syndicated...
Title:
Wealth Management Advisor
Location:
Monrovia, California
Industry:
Financial Services
Work history:
The Pacific Bridge Companies - Los AngelesPresident and CEOsince Nov 1992Syndicated Capital, Inc. - Santa Monica, CaliforniaInvestment Advisor Representativesince 2010
Skills:
International Wealth Management, Estate and Financial Planning, Expertise in strategic planning,...
Certifications:
Life Underwriter Training Council Fellow, American College and National Aaociation of Insurance and Investment Advisors
Financial Services Specialist, American College
Financial Advisor Practice Coaching
Full Profile

Kelly Bigler Monrovia, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Pastoral Worker • Clergy • Team Member • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
St vincent medical center - Los Angeles, CA
Staff chaplain
Company:
Hospice austin - Austin, TX
Full Profile

Rolando Cuervo Monrovia, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Editor • Business Administrator • Managers • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Willdan energy solutions - Monrovia, CA
Company:
Ranker.com - Los Angeles, CA
Editor/staff writer
Full Profile

Michael Rodarte Alhambra, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Marketing Administrator • Sales Manager • Assistant Manager • Managers • Retail Sales Manager

Experience & Education

Work

Company:
Lmr marketing - Alhambra, CA
Marketing manager
Company:
Nvs marketing - Monrovia, CA
Marketing manager
Full Profile

George Ha Monrovia, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Supporting Member • Analysts • Team Member • Business Administrator • Marketing Professional • Advertising Sales Agent • Operations Manager

Experience & Education

Work

Company:
Healthline networks - San Francisco, CA
Advertising analyst
Company:
Piazza - Palo Alto, CA
Marketing associate
Full Profile

Andrea Pagani Placentia, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Clerk • Clerical Specialist • Sales Manager • Operations Manager

Experience & Education

Work

Company:
Placentia linda hospital - Placentia, CA
Registrar
Company:
Aurora las encinas behavioral health hospital - Pasadena, CA
Admitting clerk, promoted to financial advisor
Full Profile

June Chow Los Angeles, CA

Professions & Specialties

Director • Operations Manager • Representative • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers

Experience & Education

Position:
Registered Representative / Investment Adviser Representative at Equity Services, Inc., Director of ...
Title:
Director of Compliance and Investment Sales at South Western Financial Network and Insurance Services
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Equity Services, Inc. - Glendale, CARegistered Representative / Investment Adviser Representativesince Nov 2009South Western Financial Network and Insurance Services - Glendale, CADirector of Compliance and Investment Salessince Jun 2007
Financial Advisor at Lottman Financial Group
Full Profile

Financial Consultants near Monrovia, CA0306090120150PasadenaWhittierPomonaAlhambraArcadiaWest CovinaMonterey ParkEl MonteDuarteCovina


Financial Consultants around Monrovia, CA

Alhambra  (22)
Altadena  (6)
Arcadia  (20)
Covina  (16)
Duarte  (17)
El Monte  (17)
Glendora  (6)
Montebello  (6)
Monterey Park  (17)
Pasadena  (150)
Pico Rivera  (3)
Pomona  (35)
Rosemead  (8)
San Gabriel  (10)
Sierra Madre  (7)
Temple City  (4)
Walnut  (10)
West Covina  (17)
Whittier  (45)

Financial Consultants in California

Sub-specializations

Financial Adviser  (1)
Financial Consultant  (11)
Funder  (2)