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Financial Consultants in Mountain View, CA

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73 results found

Jeff Parsons San Jose, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorChief Executive OfficerFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveControllerAccounts PayableAccounts Payable SpecialistAccounts ReceivableOperations ManagerAdvisorPrint WorkerComputer ConsultantIT ConsultantSoftware Developers

Experience & Education

Position:
Financial Consultant at Adesto Technologies
Title:
Chief Financial Officer and Corporate Controller
Location:
San Jose, California
Industry:
Semiconductors
Work history:
Adesto Technologies - Sunnyvale, CAFinancial Consultantsince Dec 2012GigOptix Inc. - San Jose, CAChief Financial Officer/Corporate ControllerFeb 2010 - Oct 2011

Dedric Jackson Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControlling SpecialistFinance and Accounting SpecialistControllerAccounting BookkeeperBookkeeperBachelor of Business AdministrationAdvisorOperations Manager

Experience & Education

Position:
Comptroller at US Navy
Location:
Mountain View, California
Industry:
Financial Services
Work history:
US Navy Comptrollersince 2012VALIC - Emeryville, CAFinancial AdvisorApr 2009 - 2012
Skills:
Windows 7, Microsoft Office Suite, Internet Explorer, Retirement Planning, Series 7, Wealth...
Languages:
Spanish (Intermediate)

Linda Frahm Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Universal Technologies Corporation
Location:
United States
Work history:
Universal Technologies Corporation - Mountain View, CAFinancial Consultantsince Aug 2005

Casey Fukuda Redwood City, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate ManagerIT Specialist

Experience & Education

Position:
Universal Laser Systems Product Manager at DPS
Location:
Redwood City, California
Industry:
Design
Work history:
DPS Universal Laser Systems Product Managersince Feb 2013Edward Jones Financial AdvisorApr 2012 - Feb 2013

Juan Maldonado Newark, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSoftware Developers

Experience & Education

Position:
Senior Financial Consultant at Adaptive Planning
Location:
Newark, California
Industry:
Financial Services
Work history:
Adaptive Planning - Mountain View, CASenior Financial Consultantsince Feb 2013Tiburcio Vasquez Health Center - Hayward, CAAccountantMay 2012 - Feb 2013

Ana Agan Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeperVolunteerNon-ProfitTreasurerFinancial OfficerFinancial ManagerBusiness AdministratorManagersFood serviceOperations Manager

Experience & Education

Title:
Accounting Professional
Location:
Mountain View, California
Industry:
Accounting
Work history:
Los Altos Parent Preschool - Los AltosParent Volunteer TreasurerMay 2011 - Jul 2012Goetzman Group Sr. Financial ConsultantFeb 2006 - Oct 2006

Frank Serafin Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerComputer Software ProfessionalSoftware DevelopersIndependent Business OwnersDoctor of PhilosophyBachelor of ScienceContractorFinancial OfficerFinancial Manager

Experience & Education

Position:
M&A Controller at SuccessFactors, Inc.
Location:
United States
Industry:
Computer Software
Work history:
SuccessFactors, Inc. M&A Controllersince Jan 2012Self-employed Independent Corporate Financial ConsultantJul 2006 - Dec 2011

Frank Vaculin Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberAnalystTeam MemberAnalystsBusiness AdministratorComputational ScientistSystems AdministratorComputer Systems AdministratorSoftware DeveloperSoftware DevelopersComputer ScientistsWeb MarketerMarketing ManagerOperations Manager

Experience & Education

Work

Company:
Transamerica
Associate financial advisor
Company:
Accenture(google play)
Analyst

Skills

Enjoy developing android and web applications, also continuing to work and grow my skills and...

Cheri Ngai Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCampaign ManagerAnalystManagersAnalystsSoftware DevelopersCorporate ExecutiveChief ExecutiveParalegal

Experience & Education

Work

Company:
Graphscience
Campaign manager/analyst
Company:
Integral financial llc
Assistant financial advisor

Skills

Application Software: MS Office: Excel, Power Point, Word, Outlook and Access Statistical...

Ralph Johnson Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice President of MarketingVice PresidentChief ExecutiveSales Engineering SpecialistSales Engineer

Experience & Education

Work

Company:
Trilogy financial
Financial advisor
Company:
Global events, llc
Vp business development

Skills

Fluent Spanish. Active FINRA Series 7 & 63 licenses with CA insurance license

Tony Fox Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystComputer Network ProfessionalNetwork Administrator

Experience & Education

Work

Company:
Cisco systems, inc
Senior financial analyst - ts product management (tspm)
Company:
Contracting assignments
Senior financial consultant

Rebecca Dao San Jose, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProgram DirectorOperations ManagerField Marketing SpecialistBachelor of ScienceIndependent Business Owners

Experience & Education

Work

Company:
National credit management
Student loan financial counselor
Company:
Adobe systems - San Jose, CA
Relationship marketing program manager

Teresa Joe Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistChief AccountantAccounting BookkeeperBookkeeperAccount ManagerLawyerAnalysts

Experience & Education

Work

Company:
Transamerica financial services
Financial consultant
Company:
Atel capital group
Senior accountant

Skills

Various accounting software: QuickBooks, MAS 90/200, Solomon, People soft, Platinum, SAP, Great...

Timothy Gordon Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisor

Experience & Education

Work

Company:
Merrill lynch - Garden City, NY
Financial advisor
Company:
State farm insurance - Maspeth, NY
Insurance agent

Kira Saprykina Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystAnalystAnalysts

Experience & Education

Work

Company:
France telecom
Risks & processes analyst
Company:
Alfa-assistance ltd. - Donetsk
Financial consultant

Kanishk Desai Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFounderFounding MemberChief ExecutiveSchool PrincipalSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Financial advisor
Company:
The spero store
Founder & principal

Matthieu Tuvignon Mountain View, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitmentComputer Software ProfessionalSoftware DevelopersFounderFounding MemberChief ExecutiveModelBusiness Intelligence ProfessionalBusiness ConsultantAdvisorComputer Games ProfessionalInformation Technology SpecialistDatabase Administration ProfessionalDatabase AdministratorComputer SpecialistIT SpecialistManagerOperations ManagerEntertainerRepresentativeApprenticeBusiness AdministratorCertified Nurse AideStudent WorkerNurseNurse PractitionerPsychology SpecialistMaster of Business AdministrationBachelor of SciencePsychologistAutomotive SpecialistAutomotive ProfessionalLinguistLanguage SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Business Development at UpMo
Title:
SaaS Business Application Sales Professional
Location:
Mountain View, California
Industry:
Computer Software
Work history:
UpMo - Mountain View, CABusiness Developmentsince May 2012Workday - Pleasanton, CACorporate Sales DevelopmentJul 2011 - Apr 2012
Skills:
French, Fluent English, Financial Planning, Retirement Income Strategies, Wealth Accumulation, 401...
Languages:
French, English
Certifications:
FINRA Series 7, FINRA
FINRA Series 66, FINRA
Financial Advisor at New England Financial

Gene Karshenboym Mountain View, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSenior AnalystAnalystAnalystsCustomer ServiceClient Service OfficerApplications EngineerInformation Technology SpecialistSoftware EngineerSoftware DevelopersIT SpecialistFounderProduction ManagerFounding MemberChief Executive

Experience & Education

Position:
Business Systems Integrator at Google
Location:
Mountain View, California
Industry:
Internet
Work history:
Google - Mountain View, CABusiness Systems Integratorsince May 2013The Home Depot - Atlanta, GAAssurance & Advisory Management Program (AMP) Senior AnalystAug 2011 - May 2013
Skills:
SQL, Analysis, Energy, Supply Chain, Product Development, Excel, Process Improvement, Energy...
Languages:
Russian
Technology Financial Consultant at Confidential

Patrick Beatty Palo Alto, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorProduce ManagerOperations ManagerProduction ManagerData ScientistVice PresidentChief ExecutiveData AnalystHackerData Entry SpecialistComputer Security SpecialistSecurity and Investigations ProfessionalIT SecurityReporterTeaching AssistantEducational Assistant TeacherResearcherResearch AssociateSurvey ResearcherResearch SpecialistResearch ScientistFinancial AnalystCounselorSupervisorEntrepreneurPhilanthropeAdvisorManagersNon-Profit

Experience & Education

Position:
Director of Analytics at Trulia
Location:
Palo Alto, California
Industry:
Internet
Work history:
Trulia - San Francisco Bay AreaDirector of AnalyticsMeLLmo - Greater San Diego AreaSenior Product Manager, Data Scientist2012 - 2013
Languages:
French
Senior Financial Advisor at Panjea

Brian Lee Mountain View, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystCounselorProject ManagerAdvisorSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeProject ManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystsData AnalystSoftware DeveloperSoftware DevelopersData Entry SpecialistData Scientist

Experience & Education

Position:
Financial Analyst at Google
Title:
Financial Analyst
Location:
Mountain View, California
Industry:
Internet
Work history:
Google - Mountain View, CaliforniaFinancial Analystsince Jun 2013Wells Fargo Analytics ConsultantFeb 2010 - Jun 2013
Skills:
Hyperion Essbase, Strategic Planning, Analytics, Excel, Banking, Access, Financial Modeling,...
Financial Consultant 3 at Wells Fargo

Gary Tsang Mountain View, CA

Professions & Specialties

BankerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorControllerDoormanPersonal Care AideOwnerInformation Technology DirectorChief ExecutiveIT ManagerModelProperty ManagerReal Estate Manager

Experience & Education

Position:
Consultant at Ravix Group, Controller at Restaurant Peony, LP
Location:
Mountain View, California
Industry:
Accounting
Work history:
Ravix Group - San Jose, CAConsultantsince Jun 2012Restaurant Peony, LP - Oakland, CAControllersince Jul 2010
Skills:
Financial Accounting, Technical Management, Strategic Planning, Valuation, Accounting, Budgeting,...
Languages:
English, Cantonese, Mandarin
Financial Advisor at Northwestern Mutual

Lynn Salmon Mountain View, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPayroll AdministratorPayroll SupervisorCompensations and BenefitsControllerIndependent Business OwnersCounselorIndependent ContractorContractorAdvisorComputer Software ProfessionalSoftware Developers

Experience & Education

Position:
Snr. Accountant / Stock Option Administrator / Payroll Manager at Audience Inc.
Location:
Mountain View, California
Industry:
Computer Hardware
Work history:
Audience Inc. - mountain viewSnr. Accountant / Stock Option Administrator / Payroll Managersince Apr 2011Audience, Inc. - Mountain ViewGeneral AccountantApr 2011 - May 2012
Accounting / Financial Consultant at Self

Paul D'antilio Mountain View, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Operating OfficerFinancial DirectorGeneral and Operations ManagerDirector of OperationsOperations ManagerFinancial OfficerFinancial ManagerJack of All TradesGeneralistComputer Software ProfessionalSoftware DevelopersChief ExecutiveCorporate ExecutiveAdvisorBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
COO at Group Tie
Location:
Mountain View, California
Industry:
Computer Software
Work history:
Group Tie - Palo Alto, CACOOsince Sep 2012Startup Weekend - Seattle/Bay Area CACFOMay 2012 - Sep 2012
..and workflow for independent financial advisor support

Blake Peters Mountain View, CA

Professions & Specialties

AnalystAnalystsSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativePhysicianModel

Experience & Education

Position:
Analyst, Clinical Research at Abbott
Title:
Strategy / Innovation / Consulting
Location:
Mountain View, California
Industry:
Internet
Work history:
Abbott Analyst, Clinical Researchsince Nov 2012Abbott - Santa Clara, CADivision Services AnalystMay 2009 - Nov 2012
Skills:
Forecasting, Microsoft Excel, Budgets, Financial Modeling, Cross-functional Team Leadership,...
Financial Advisor at First Investors Corporation

Gary Tsang Mountain View, CA

Professions & Specialties

Stock BrokerFinancial ConsultantInvestment AnalystCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAccounting BookkeeperBookkeeperCounselorAdvisorFinancial AnalystLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of Business AdministrationMaster of ScienceBachelor of Business AdministrationDatabase Administration ProfessionalDatabase AdministratorSoftware DeveloperSoftware DevelopersFinancial Manager

Experience & Education

Work

Company:
Infosys
Consultant
Company:
Ravix group - San Jose, CA
Consultant

Skills

Business Skills - Performs accounting and budgeting process, month-end closing and variance...

Jeffrey Kraskouskas Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEngineerSupervisorManagers

Experience & Education

Work

Company:
Tata communications - Santa Clara, CA
Company:
Tata communications
Data center engineer

Julianne Peng Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerControllerAccount ManagerRepresentativeAdvisorOffice AssistantOffice ClerkClerical SpecialistEmployee Relations SpecialistLabor Relations Specialist

Experience & Education

Work

Company:
Retail solutions, inc
Sr. director of finance & worldwide controller
Company:
Retail solutions, inc
Worldwide controller

Seth Dallob Mountain View, CA

Professions & Specialties

Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystDirectorManagerOperations ManagerSupervisorManagersChief ExecutiveMaster of Business Administration

Experience & Education

Work

Company:
Auto club enterprises
Specialty networks supervisor
Company:
Auto club enterprises - Chino, CA
Contract station relations field manager

Rene Parsell Mountain View, CA

Professions & Specialties

OwnerManagerChief ExecutiveOperations ManagerTechnical Support SpecialistSystems Support SpecialistSupport Specialists

Experience & Education

Work

Company:
Jake computer services
Owner
Company:
Technical tools - Los Altos, CA
Technical support manager

Joshua Karnad Mountain View, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentApprenticeStudent WorkerLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Ehealth insurance - Mountain View, CA
Internal audit intern
Company:
Morgan stanley - Sacramento, CA
Financial intern

Kristine Avila San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerAccounting ClerkAccounting BookkeeperBookkeeperEntertainment ProfessionalModelEntertainerProject ConsultantInvestorRecognitionAdvisorChief Executive OfficerChairpersonManagerFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveOperations ManagerMarket AnalystMarket Research AnalystSoftware EngineerSoftware DevelopersMaster of Business AdministrationHaywardWatchman

Experience & Education

Position:
Financial Consultant at Silicon Valley Finance Group
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Silicon Valley Finance Group - Redwood Shores, CAFinancial Consultantsince Sep 2012Project Sentinel AccountantFeb 2011 - Jun 2012

Ashley Glazebrook San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing AdministratorAdvertising ProfessionalAdvertising Sales AgentPartnerChief Administrative OfficerMarketing ManagerChief ExecutiveAccounts PayableAccounts Payable SpecialistAccounts ReceivableOperations ManagerCommunity Service ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGovernment Administration ProfessionalAdvisorAdministrative ClerkClerical SpecialistNon-ProfitRecruitmentStudent WorkerPsychology Specialist

Experience & Education

Position:
Sales & Marketing Coordinator at Ravix Group, Financial Consultant at Ravix Group
Title:
Marketing & Communications Professional
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
Ravix Group - San Jose, CASales & Marketing Coordinatorsince Jan 2011Ravix Group - San Jose, CAFinancial Consultantsince Jan 2011
Skills:
Social Media, Marketing Communications, Copy Editing, Event Planning, Administrative Support,...

Douglas Macdonald Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystSpeakerCounselorSpokespersonRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerSales DirectorMarketing ManagerSEO SpecialistWeb MarketerVice PresidentChief ExecutiveProperty ManagerReal Estate ManagerSports TrainerSports TrainersSales RepresentativeSoftware Developers

Experience & Education

Position:
Financial Planner, Speaker at Freepoint Financial Group
Title:
Registered Financial Consultant
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Freepoint Financial Group - Walnut CreekFinancial Planner, Speakersince Dec 2010Servio - San Francisco Bay AreaRegional Enterprise Sales Manager - Global eCommerceJan 2012 - May 2013

Adam Cataldo San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHackerSoftware EngineerComputer Software ProfessionalComputer Security SpecialistSecurity and Investigations ProfessionalIT SecuritySoftware DevelopersDisk-JockeyEntertainerSoftware DeveloperComputer ScientistsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBiotechnology ProfessionalSurvey ResearcherBiologistBiological ScientistOperations ManagerNurseNurse Practitioner

Experience & Education

Position:
Staff Software Engineer at Wealthfront Inc., Main Contributor at DJ Scrooge
Title:
Hacker and Quant
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Wealthfront Inc. - Palo Alto, CAStaff Software Engineersince May 2013DJ Scrooge - Saratoga, CAMain Contributorsince May 2012
Skills:
Java, Oracle, PostgreSQL, Python, Scrum, Multithreading, I18n, Distributed Systems
..out the world's largest software-based financial advisor

Christopher Miller San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations AssociateChief Executive OfficerOperations ManagerCorporate ExecutiveChief ExecutiveBookkeeper

Experience & Education

Position:
Advertising Operations Associate at IMVU
Title:
Creatively bringing advertisers and users together.
Location:
San Francisco Bay Area
Industry:
Online Media
Work history:
IMVU - Mountain View, CAAdvertising Operations Associatesince Aug 2011SGC Financial Financial AdvisorSep 2010 - Apr 2011

Richard Gelhaus San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior AdvisorAdvisorExecutive Vice PresidentManager ConsultingGeneral and Operations ManagerDirector of OperationsOperations ManagerFinancial OfficerFinancial ManagerChief Executive

Experience & Education

Position:
Retired at No Company Affiliation
Title:
Senior Financial Consultant
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
No Company Affiliation Retiredsince Jan 2011Accretive Solutions - Mountain View, CASenior Consultant2003 - Dec 2010

Jay Chung San Francisco, CA

Professions & Specialties

Investment Banking AnalystFinancial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentAnalystGeneralistAnalysts

Experience & Education

Position:
Capital Markets Analyst at Google
Location:
San Francisco, California
Industry:
Investment Banking
Work history:
Google - Mountain View, CACapital Markets Analystsince Jul 2013Goldman Sachs - San Francisco, CAInvestment Banking AnalystJul 2011 - Jul 2013
Goldman Sachs acted as financial advisor to Amylin Pharmaceuticals

David Bearden Tucson, AZ

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Services Professional at NYLIFE Securities LLC
Title:
Financial Services Professional
Location:
Tucson, Arizona
Industry:
Financial Services
Work history:
NYLIFE Securities LLC - 1 S. Church Ave, 12th Floor, Tucson, ArizonaFinancial Services Professionalsince Aug 2010BancWest Investment Services - Mountain View, CAFinancial AdvisorApr 2006 - Oct 2008

Brannon Adlesh San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentComputer Software ProfessionalSoftware DevelopersApprenticeStudent WorkerAnalystsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at Adaptive Planning
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Adaptive Planning - Mountain View, CAFinancial Consultantsince May 2012J Bradley Financial Group - Los Gatos, CAInternAug 2011 - Dec 2011
Skills:
Microsoft Excel, Microsoft Word, Financial Modeling, PowerPoint, Financial Analysis,...

Micheal Schmidt Waterford, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalOperations ManagerDirector of OperationsManagerTerritory Sales ManagerShop ManagerRegion ManagerSales ManagerSales RepresentativeSales AgentConsumer Goods ProfessionalNational Sales AssistantCommodities ClerkSecurityArea ManagerManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Operations Manager, CA at Extenday USA
Title:
Operations Manager - CA
Location:
Waterford, California
Industry:
Wholesale
Work history:
Extenday USA - Waterford, California AreaOperations Manager, CAsince Feb 2012BancWest Investment Services/Bank of the West - Modesto, California AreaFinancial AdvisorNov 2008 - Jan 2011

Ryan Schmidt San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveConstructionMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Director at Schmidt Financial Group, Inc.
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Schmidt Financial Group, Inc. - Mountain View, CAManaging Directorsince Aug 2006
Financial advisor specializing in the technology s..

Manisha Ramchandani Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIT AnalystInformation Systems AnalystInformation Technology SpecialistComputer Software ProfessionalData Entry SpecialistData ScientistIT SpecialistSoftware DevelopersApprenticeBachelor of ArtsEntertainment ProfessionalEntertainerStudent Worker

Experience & Education

Position:
Account Manager at Balanced
Title:
Business Development at Balanced
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Balanced - San Francisco, CAAccount Managersince Aug 2012TopCone Inc - Greater Los Angeles AreaMarketing and Financial ConsultantJan 2009 - Dec 2012

Andrew Durgin San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantSalesForce AdministratorDatabase Administration ProfessionalDatabase AdministratorFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSupporting MemberBusiness Intelligence ProfessionalBusiness AdministratorTeam MemberBusiness ConsultantAdvisorCertified Nurse AideNurseNurse PractitionerEntertainment ProfessionalEntertainerMarketing DirectorChief ExecutiveOperations ManagerHuman Resources SpecialistTalent AgentRecruitment

Experience & Education

Position:
Global Business Operations at Google
Title:
SMB People & Operations at Google
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Google - Mountain View, CAGlobal Business Operationssince Aug 2012Insight Global - San Francisco, CAProfessionalJun 2010 - Aug 2012
Skills:
Management, Cold Calling, Sales Process, Market Analysis, Pipeline Growth, Deal Closure, Account...
Each Waddell & Reed financial advisor has direct access to our investm..

Sonia Magnoli-meyer San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerChief Administrative OfficerTeam LeaderOperations ManagerChief ExecutiveProject ManagersSharePoint AdministratorNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorSecurityOffice AssistantProject ManagerOffice ClerkClerical SpecialistEquipment Tools Purchasing AgentSupplierDepartment Store SalespersonRetail ProfessionalRetail SalespersonServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeHuman Resources GeneralistHuman Resources SpecialistHuman Resource ManagerRecruitmentIT SpecialistManagersTeam MemberPersonnel SpecialistESL AssistantLanguage InstructorLanguage TeacherLecturerPostsecondary TeacherBilingual Communications SpecialistLinguistLanguage SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Manager, IS/IT and Business Processes at AREVA Solar
Title:
Manager, IS/IT and Business Processes at AREVA Solar Inc.
Location:
San Francisco Bay Area
Industry:
Renewables & Environment
Work history:
AREVA Solar - Mountain View, CAManager, IS/IT and Business Processessince Mar 2010Ausra, Inc. - Mountain View / Palo Alto, CAManager, Administrative Services / Office ManagerAug 2007 - Mar 2010
Languages:
English, Italian, French
Certifications:
Certificate of General Insurance, 1994 AICPCU/IIA/American Institute for Chartered Property Casualty Underwriters, Insurance Institute of America
Financial Consultant Compensation Program Administ..

Sachin Agarwal San Francisco, CA

Professions & Specialties

Investment AnalystFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerApprenticeStudent WorkerChief Executive OfficerChief ExecutiveFounding MemberCorporate ExecutiveFinancial ManagerAnalystInvestorAnalystsHospital Care ProfessionalHealth ProfessionalHealth PractitionerOutbound TelemarketerTelemarketing SpecialistTelemarketerHackerComputer Software ProfessionalComputer Security SpecialistSecurity and Investigations ProfessionalIT SecuritySoftware DevelopersMaster of Business AdministrationBachelor of ScienceEntertainment ProfessionalEntertainerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
SAP Labs Fellowship Rotation Program at SAP
Title:
Product Manager
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
SAP - Palo Alto, CASAP Labs Fellowship Rotation Programsince Jul 2012Google - Mountain View, CAGraduate Product Marketing Manager InternMay 2011 - Aug 2011
Skills:
Product Management, Product Marketing, Venture Capital, Healthcare, Open Source Software, Personal...
financial advisor

Teresa Zazenski San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentGuideTour GuideAdvertising ProfessionalSenior Online LeaderAdvertising Sales AgentInternet Marketing ManagerWeb MarketerProgram DirectorOperations ManagerMarketing ManagerCustomer ServiceClient Service OfficerGeneral and Operations ManagerDirector of OperationsChief ExecutiveCorporate ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNurseNurse PractitionerMedical Practitioner

Experience & Education

Position:
Google Glass Community Guide at Adecco at Google
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
Adecco at Google - Mountain View, CAGoogle Glass Community Guidesince May 2013Amour Vert - Palo AltoOnline Program ManagerSep 2012 - May 2013
Skills:
Social Media, Social Media Marketing, Online Advertising, Blogging, Marketing Strategy, Email...
Financial Advisor

Milton Speid San Francisco, CA

Professions & Specialties

PhilanthropeSubject Matter ExpertNon-ProfitSkilled ProfessionalManagerOperations ManagerCustomer ServiceClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagersPsychology Specialist

Experience & Education

Position:
Corporate Philanthropy Manager at Silicon Valley Community Foundation
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Silicon Valley Community Foundation - Mountain View, CA 94040Corporate Philanthropy Managersince Apr 2012Bank of America - San Francisco Bay AreaGlobal Corporate Social Responsibility Market SpecialistSep 2009 - Apr 2012
Full Svc Financial Advisor at Banc of America Investments

Enya Lee Berkeley, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCampaign ManagerSupporting MemberApprenticeManagersTeam MemberChief Administrative OfficerChief ExecutiveSalesForce AdministratorDatabase Administration ProfessionalDatabase AdministratorStudent WorkerOperations ManagerBachelor of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarket Research Analyst

Experience & Education

Position:
Associate Campaign Manager at LinkedIn
Title:
Associate Campaign Manager, Talent Solutions
Location:
Berkeley, California
Industry:
Internet
Work history:
LinkedIn - San Francisco Bay AreaAssociate Campaign Managersince Sep 2012LinkedIn - Mountain View, CAAdvertising Operations InternJun 2012 - Aug 2012
Languages:
Cantonese, Taiwanese, Chinese
..on each asset class to the Financial Advisor

Josh Pelham San Mateo, CA

Professions & Specialties

Loan OfficerFinancial Services ProfessionalFinancial Services Sales AgentMortgage SpecialistLoan OfficersRecruiting DirectorHuman Resources SpecialistPersonnel ManagerPersonnel SpecialistRecruitmentPartnerDirectorSales DirectorVice President of MarketingProduce ManagerChief ExecutiveOperations ManagerSales ManagerVice PresidentProduction ManagerJava DeveloperSoftware DeveloperSoftware DevelopersCreative DirectorArt DirectorProcess EngineerIndustrial EngineerC++ DeveloperJavaScript DeveloperAssociate of ArtsMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagersQuality Assurance ProfessionalInspectorSales RepresentativeChefFood PreparerFood Preparation WorkerProperty ManagerReal Estate Manager

Experience & Education

Position:
Recruiting Director at Bertram Capital
Location:
San Mateo, California
Industry:
Venture Capital & Private Equity
Work history:
Bertram Capital - San Mateo, CARecruiting Directorsince Jun 2013Google - Mountain View, CAEngineering RecruiterJun 2012 - May 2013
Financial Advisor at Morgan Stanley Smith Barney

Uy Nguyen San Francisco, CA

Professions & Specialties

Certified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystPuchasing and Estimating ManagerSupport SpecialistSales EngineerClient Service OfficerCustomer ServiceApplications EngineerSoftware EngineerSoftware DevelopersLieutenantMaster of Business AdministrationBachelor of ScienceMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Product Support Specialist at BioHorizons Implant Systems
Location:
San Francisco Bay Area
Industry:
Medical Devices
Work history:
BioHorizons Implant Systems - San Jose, CAProduct Support Specialistsince Dec 2012Norcomp SC - Irvine, CAField Sales EngineerSep 2010 - Dec 2012
Skills:
Cross-functional Team Leadership, Leadership
Financial Advisor at JPMorgan Chase



Financial Consultants near Mountain View, CA073146219292365San JosePalo AltoSunnyvaleSanta ClaraMenlo ParkFremontRedwood CityHaywardCampbellCupertino