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Financial Consultants in Newport Beach, CA

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Here is a complete directory of most professional Financial Consultants in Newport Beach, CA.

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218 results found

Paul Moscicki Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerFinancial DirectorFinancial OfficerReceivershipBankruptcy AttorneyFinancial Regulation AttorneyLawyer

Experience & Education

Position:
Wealth Management at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Newport Beach, CAWealth Managementsince 2012FDIC, Federal Deposit Insurance Corporation - Irvine, CASENIOR FINANCIAL MANAGERMar 2010 - Jan 2012
Languages:
German, French, Spanish, Chinese

Chuck Hilliard Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystConstructionSales ManagerSales DirectorHuman Resources SpecialistRecruitmentPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantMarketing ManagerBachelor of ArtsMaster of ScienceDatabase Administration ProfessionalDatabase AdministratorField Marketing SpecialistMarketing AdministratorAccounting BookkeeperBookkeeper

Experience & Education

Title:
Wealth Management Specialist at Merrill Lynch
Location:
Newport Beach, California
Industry:
Investment Management
Work history:
Merrill Lynch - Newport Beach, CAWealth Management SpecialistApr 2010 - Jun 2012Merrill Lynch - Newport Beach, CAComplex Sales ManagerJan 2007 - Apr 2010
Skills:
Series 7, Series 63, Series 65, Series 24, CIMA, Mutual Funds, Alternative Investments, Financial...

Jeffrey Hallin Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOwnerMarketing ManagerChief ExecutiveMarketing AdministratorServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeComputer Scientists

Experience & Education

Position:
Marketing Representative at H2 Motorsports, Real Estate Agent at Re/Max Real Estate One, Financial...
Title:
Financial Advisor & Realtor
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
H2 Motorsports - Orange, CAMarketing Representativesince Jan 2009Re/Max Real Estate One - Santa Ana (North Tustin), CAReal Estate Agentsince Apr 2006
Skills:
Military, Government, Security Clearance, Investments, Organizational Leadership, Leadership,...

Phil Herley Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerFounderDivisional Vice PresidentRegional Vice PresidentOperations ManagerFounding MemberChief ExecutiveVice PresidentHospital Care ProfessionalHealth ProfessionalHealth PractitionerRegion ManagerFinancial OfficerFinancial ManagerAdministrative Services ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationEntertainerRecruitmentManagersArea Manager

Experience & Education

Position:
Manager of Financial Planning and Analysis at Alliance HealthCare Services, Founder | Financial...
Title:
Manager of Financial Planning and Analysis at Alliance HealthCare Services
Location:
Orange County, California Area
Industry:
Hospital & Health Care
Work history:
Alliance HealthCare Services - Newport Beach, CAManager of Financial Planning and Analysissince 2012Leaders in Financial Planning Analysis Management | Greater Orange County Area Founder | Financial Planning Analysis Managersince 2012
Skills:
P&L Management, Capital Management, Long Range Planning, Facilities Management, Facility...
serves as a financial advisor to Regional management

Erin Oldaker Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalVice PresidentChief Executive OfficerDirectorHR ManagerChief ExecutiveOperations ManagerCorporate ExecutiveMarketing ManagerBusiness ManagerHuman Resources SpecialistEmployee Relations ManagerRecruitmentEmployee Relations SpecialistLabor Relations SpecialistMarketing AdministratorProject ManagersAnalystsBrand PlannerProduct SpecialistBrand RepresentativeControlling SpecialistAccounting BookkeeperBookkeeperComputational ScientistComputer ScientistsConsumer Goods ProfessionalCommodities ClerkEntertainerMedical AssistantHealthcare Support

Experience & Education

Position:
Financial Consultant at Freelance
Title:
Experienced Financial and Operational Professional
Location:
Orange County, California Area
Industry:
Sporting Goods
Work history:
Freelance - Mission Viejo and Los AngelesFinancial Consultantsince Sep 2012Baker Boys Distribution - North Hollywood, CAVP of Financial Planning & OperationsFeb 2010 - Mar 2013
Skills:
Project Management, Organizational Leadership, Budgets, Cross-functional Team Leadership, Strategic ...
Certifications:
Marketing Management, University of California Irvine

Myles Yates Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerDirector of OperationsOperations ManagerSolutions AdvisorAdvisorRepresentativeAgentSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerSystems Support SpecialistSupport SpecialistsActuarial AnalystActuarial AssociateInsurance ActuaryStatistician

Experience & Education

Position:
Director of Operations at Newport Advisory, Professional Technology Consultant at MylesYates.com,...
Title:
Director of Operations at Newport Advisory | Professional Technology Consultant at MylesYates.com
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Newport Advisory - Newport Beach, CADirector of Operationssince Jan 2013MylesYates.com - Orange County, California AreaProfessional Technology Consultantsince Jan 2012
Skills:
Ethical Decision Making, Exceptional Listener, Customer Experience, Technical Support, Integrity,...
Brought financial advisor offices into the 21st century th..

Paul Taylor Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonChief ExecutiveReal Estate ManagerReal Estate Sales AgentNon-ProfitMathematician

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch - Taylor Group & Associates
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
Merrill Lynch - 610 Newport Center Drive, Suite 1350 Newport Beach CAFinancial Advisorsince Jan 2011SMARTCUP CORPORATION PresidentJan 2006 - Sep 2011
Skills:
Investments, Series 7, Wealth Management, Retirement Planning, Series 63, Portfolio Management,...

Colton Riley Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAnalystInvestorAnalystsEntrepreneurManagersEntertainment ProfessionalEntertainerShop ManagerMarketing ManagerFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveSales ManagerMaster of Business AdministrationRecruitmentHuman Resource ManagerInternet Marketing ManagerWeb Marketer

Experience & Education

Position:
Real Estate Analyst at Tieback Holdings, LLC, Investor, Financial Advisor at SweetSitters.com
Title:
Real Estate Analyst at Tieback Holdings, LLC
Location:
Orange County, California Area
Industry:
Venture Capital & Private Equity
Work history:
Tieback Holdings, LLC - Newport Beach, CAReal Estate Analystsince May 2013SweetSitters.com - Costa Mesa, CaliforniaInvestor, Financial Advisorsince Dec 2010
Skills:
Entrepreneurship, General Management, HR Solutions, Small Business Consulting, Small Business,...
Languages:
French, Spanish

Dan Trznadel Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinancial DirectorDirectorChairpersonFinancial OfficerFinancial ManagerOperations ManagerChief ExecutiveControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitmentTeam MemberAir Transportation WorkerTechnology ManagerTechnical ManagersResearch ScientistSoftware DevelopersIT Specialist

Experience & Education

Position:
Chief Financial Officer at Gate 5 Energy Partners, Inc., Chief Financial Officer at Tustin Chamber...
Title:
Consultant at Blythe Global Advisors, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Gate 5 Energy Partners, Inc. - Irvine, CAChief Financial Officersince Feb 2012Tustin Chamber of Commerce - Tustin, CAChief Financial Officersince Jan 2011
Skills:
Accounting, Finance, Financial Modeling, Mergers, Valuation, Sales, Tax, Financial Analysis

Patrick Hull Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberChief ExecutiveSales Representative

Experience & Education

Position:
Financial Advisor at Tax & Financial Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Tax & Financial Group - Newport Beach, CAFinancial Advisorsince Nov 2012Realty Advisor Services Company - San Juan CapistranoSales & Leasing AssociateJan 2011 - Oct 2012
Certifications:
Life Accident & Health Agent, CA Department of Insurance
Series 66 Uniformed Combined State Law, FINRA

John Taylor Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior AnalystBusiness AdministratorLeaderAnalystAnalystsManagersTeam LeaderOperations ManagerAdvisorFinancial OfficerFinancial Manager

Experience & Education

Position:
Senior Analyst at PIMCO
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
PIMCO - 840 Newport Center Drive, Newport Beach, CA 92660Senior Analystsince May 2008NTA Financial AdvisorJan 2006 - May 2008
Skills:
Series 7, Series 24, Asset Managment, Banking, Finance, Financial Analysis, Investments, Financial...
Languages:
Spanish

Aaron Nelson Santa Ana, CA

Professions & Specialties

TraderFinancial ConsultantCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeper

Experience & Education

Position:
Institutional Equity Sales Trader at Roth Capital Partners
Title:
Roth Capital Partners, LLC
Location:
Orange County, California Area
Industry:
Investment Banking
Work history:
Roth Capital Partners - Newport Beach, CAInstitutional Equity Sales Tradersince May 1998Merrill Lynch - Newport Beach, CAFinancial ConsultantSep 1992 - 1998

Melinda Trevino Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorVice President of FinanceFinancial OfficerFinancial ManagerVice PresidentChief ExecutiveOperations ManagerCounselorPublisherConstructionOrganization ManagementAdvisorPublishing ProfessionalMaster of Business AdministrationBachelor of ArtsProperty ManagerReal Estate ManagerGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
CFO at Trevino Family Investments
Location:
Laguna Beach, California
Industry:
Accounting
Work history:
Trevino Family Investments - Laguna Beach, CACFOsince Sep 2007Alpha Chi Omega - Pi Chapter Financial AdvisorSep 2009 - Dec 2011
Skills:
Books, Financial Planning, Budgeting, Financial Reporting, Accounting, SEC reporting, Quickbooks,...

John Gilliam Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFounderManagerFounding MemberChief ExecutiveOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSecurityAdvisorFinance and Accounting SpecialistEstimatorFinancial AnalystAccounting BookkeeperBookkeeperSales Representative

Experience & Education

Position:
Founder at Apartment Management Services, Llc
Title:
Apartments | Financial Solutions | Valuation Support
Location:
Newport Beach, California
Industry:
Real Estate
Work history:
Apartment Management Services, Llc - Phoenix, Arizona AreaFoundersince Jan 2000Merrill Lynch - Orange County, California AreaFinancial AdvisorNov 2011 - Apr 2013
Skills:
Fixed Income, Equities, Alternative Investments, Property Management, Commodity Futures, Operations ...
Certifications:
Arizona Real Estate Broker, Arizona Department Of Real Estate
California Real Estate Broker, California Department of Real Estate

Jeffery Sandrock Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorPersonal Care AideAir Transportation WorkerCaptainSports TrainerSports Trainers

Experience & Education

Title:
Seeking a finance position with an aviation company
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
Merrill Lynch - Newport Beach, CAFinancial AdvisorMar 2012 - Jun 2013StarPoint Consulting Group, LLC. - La Jolla, CABusiness Development ConsultantAug 2010 - Jan 2012

Phil Matheson Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerVice PresidentChief ExecutiveHuman Resources SpecialistRecruitmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerFinancial ManagerInformation Technology SpecialistIT SpecialistRegional Sales ConsultantSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonArea ManagerManagersTrust Law AttorneyLawyer

Experience & Education

Position:
VP of Retirement Services at The Centennial
Title:
VP of Retirement Services at The Centennial Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
The Centennial - Costa MesaVP of Retirement Servicessince Mar 2010Wells Fargo Advisors, LLC - Newport Beach, CAFinancial AdvisorAug 2007 - Mar 2010
Languages:
Spanish
Certifications:
Accredited Investment Fiduciary, FI360

Marcos Martinelli Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBartender

Experience & Education

Work

Company:
Independent capital management, inc
Financial advisor
Company:
The old spaghetti factory - Newport Beach, CA
Bartender and server

Skills

Above Average Computer Knowledge, Natural Aptitude towards Electronics and Mechanisms, Research...

Clayton Dietrich Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberBusiness Development AssociateApprenticeTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior Vice PresidentOperations ManagerVice PresidentChief ExecutiveStudent Worker

Experience & Education

Position:
Business Development Associate at PIMCO
Title:
Associate at PIMCO
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
PIMCO - Newport Beach, CABusiness Development Associatesince Mar 2011Morgan Stanley Smith Barney - Santa Maria, CAFinancial Advisor InternJan 2010 - May 2010

Andrew Becket Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Advisor at Sagent Wealth Management
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
Sagent Wealth Management - Newport Beach, CAFinancial Advisorsince May 2012Colliers International - Irvine, CAAssociateJun 2008 - May 2012
Skills:
Financial Modeling, Wealth Management, Financial Analysis, Asset Managment, Real Estate, Asset...
Certifications:
FINRA Series 66

Allison Peterson Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTeam Member

Experience & Education

Position:
Financial Advisor, CDFA™ at The Sullivan Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
The Sullivan Group - 4590 MacArthur Blvd., Suite 500, Newport Beach CA 92660Financial Advisor, CDFA™The Sullivan Group - 2270 Douglas Blvd., Suite 205, Roseville CA 95661Financial Advisor2011 - 2013
Skills:
Retirement Planning, Investments, Series 7, Mutual Funds, Uniform Combined State Law, Series 63,...

Najim Mostamand Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness Development ManagerOperations ManagerMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Business Development Manager at Ageless Derma
Location:
Orange County, California Area
Industry:
Cosmetics
Work history:
Ageless Derma - Anaheim, CABusiness Development Managersince Apr 2013Morgan Stanley - Newport Beach, CAFinancial AdvisorJun 2012 - Mar 2013
Languages:
English, Farsi

David Arons Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial AnalystAccounting BookkeeperBookkeeperPedagogueTeaching AssistantEducational Assistant TeacherProperty ManagerReal Estate ManagerSupporting MemberTeam MemberMaster of Business AdministrationOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Makar properties, llc
Sr. financial analyst
Company:
Prescription solutions - Irvine, CA
Financial consultant

Darren Whissen Santa Ana, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerChairpersonBoard MemberTreasurerFinancial ManagerChief ExecutiveManagement Team ExecutiveOperations ManagerFinancial OfficerVolunteerNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Atomi Financial Advisors, Lead Portfolio Manager at Courtlandt, Board Member...
Title:
Financial Advisor | Portfolio Manager
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Atomi Financial Advisors - Newport Beach, CAPresidentCourtlandt - Newport Beach, CALead Portfolio Manager
Skills:
Retirement Planning, Wealth Management, Investments, Investment Advisory, Life Insurance, Personal...

Charles Krugh Santa Ana, CA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentSecurityChief Executive OfficerChairpersonSales ManagerSales DirectorCorporate ExecutiveChief ExecutiveFinancial ManagerUnderwriter

Experience & Education

Position:
CEO at Doctor's Financial Network
Title:
Provider of Financial Security to Physicians and Dentists across the Country
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Doctor's Financial Network - San Clemente, CACEOsince Jan 2003MassMutual Financial Group - Newport Beach, CASales ManagerJul 2001 - Jan 2003
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Chartered Life Underwriter, The American College

Rainier Villalon Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ArtsAssociate of ArtsBusiness AdministratorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSystems AdministratorComputer Systems AdministratorOperations Manager

Experience & Education

Work

Company:
Swarovski
Brand ambassador
Company:
Axianta financial partners, inc - Woodland Hills, CA
Financial advisor

Skills

Revenue and profit maximization, Windows, Mac OSX and Linux

Cj Connolly Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystResearch AssociateResearch SpecialistResearch ScientistBoard MemberPartnerManagement Team ExecutiveOperations ManagerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBookkeeper

Experience & Education

Position:
Financial Consultant at CBRE, Research Associate at VAI Global, Board Member at Children's PKU Network
Title:
Financial Analyst at CBRE
Location:
Newport Beach, California
Industry:
Commercial Real Estate
Work history:
CBRE - Newport Beach, CAFinancial Consultantsince Jun 2012VAI Global - Santa BarbaraResearch Associatesince Oct 2011
Skills:
Social Entrepreneurship, Innovation Management, User Interface Design, Presentation Development,...

Brian Gooding Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior AnalystAnalystAnalystsProperty ManagerReal Estate ManagerOperations Manager

Experience & Education

Position:
Financial Advisor at UBS Financial Services, Inc.
Title:
UBS Financial Services Inc.
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Newport BeachFinancial Advisorsince Sep 2010Pathfinder Mortgage Senior AnalystJul 2005 - Feb 2009

Brian Young Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTelephone Service RepresentativeAgentSales RepresentativeAdvisorArea ManagerManagersSchool PrincipalSchool AdministratorEducational ManagerRegion ManagerCustomer Service

Experience & Education

Position:
Financial Advisor at Capstone Partners Financial and Insurance Services, LLC, Financial Advisor at...
Title:
Insurance | Investments | Planning
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Capstone Partners Financial and Insurance Services, LLC - Orange County, California AreaFinancial Advisorsince Mar 2011MassMutual Financial Group - Newport Beach, CAFinancial Advisorsince Mar 2011
Skills:
Estate Planning, Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Investments,...
Certifications:
Series 6: Investment Company Products/Variable Contracts Limited Representative, The Financial Industry Regulatory Authority (FINRA)
Series 63: Uniform Securities Agent, The Financial Industry Regulatory Authority (FINRA)

Michael Martin Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive OfficerCorporate ExecutiveChief ExecutiveInformation Technology SpecialistIT SpecialistMaster of ScienceStudent WorkerClient Service OfficerCustomer ServicePublic Passenger Vehicle DriverPassenger Vehicle DriverMotor Transportation OperatorMotor Vehicle OperatorAnimal Care GiverAnimal Caretaker

Experience & Education

Position:
PMD Financial Advisor Trainee at Merrill Lynch
Title:
PMD Financial Advisor Trainee
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Newport Beach, CAPMD Financial Advisor TraineeBooker Software Regional Sales Exective2010 - Feb 2013
Languages:
French

Natalie Young Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRegional Vice PresidentPartnerVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerClient Service OfficerCustomer ServiceAdvertising Sales Agent

Experience & Education

Position:
Regional Vice President at CPI Qualified Plan Consultants
Title:
Regional Vice President
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
CPI Qualified Plan Consultants - Southern California, Nevada, HawaiiRegional Vice PresidentMercer Advisors - Newport Beach, CARegional Vice President & Financial Advisor2012 - 2013

Ikuyo Hiraguchi Newport Beach, CA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeFront Office Receptionist

Experience & Education

Work

Company:
Massmutual financial group
Financial planner
Company:
Primerica financial services - Norwalk, CA
Financial advisor

Philip Pluta Newport Beach, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveFinancial ManagerAdvisorAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Executive Director - Financial Advisor & Portfolio Manager at J.P. Morgan
Title:
Executive Director - Financial Advisor & Senior Portfolio Manager
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
J.P. Morgan - Newport Beach, CAExecutive Director - Financial Advisor & Portfolio Managersince Nov 2011rbc Senior Portfolio Manager, Senior Vice President-Financial Advisor at RBC Wealth ManagementJun 1997 - Nov 2011

Michael Harden Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentSenior Vice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagement ConsultantManagement AnalystAnalysts

Experience & Education

Position:
Financial Advisor/Senior Vice President at Morgan Stanley Wealth Management
Title:
Financial Advisor |Senior Vice President | at Morgan Stanley Wealth Management
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Newport Beach, CAFinancial Advisor/Senior Vice Presidentsince Apr 2009Wachovia Securities - Newport Beach, CASenior Investment Management Consultant/Senior Vice PresidentJul 2003 - Apr 2009

Dan Korpman Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTeam Member

Experience & Education

Position:
Director at Anfield Capital Management, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Anfield Capital Management, LLC - Newport Beach, CADirectorsince Jul 2012UBS Financial Services Inc. Financial Advisor - The Trevisan Korpman Wealth Management GroupJul 2010 - Jul 2012

Michelle Vizzi Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTeam MemberAdvisorOffice ClerkClerical SpecialistCorporate ExecutiveChief Executive

Experience & Education

Position:
Financial Advisor at South Coast Investment Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
South Coast Investment Advisors - Newport Beach, CAFinancial Advisorsince Sep 2009Merrill Lynch/Bank of America - Century City & Laguna Hills, CAFinancial AdvisorApr 2004 - Aug 2009

Andrea Casaw Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerOperations ManagerMaster of ScienceLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAdvisor

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Morgan Stanley - Newport Beach, CAFinancial Advisorsince Mar 2008Bear Stearns ManagerJan 2007 - Mar 2008

Douglas Frazier Santa Ana, CA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentFinancial ManagerChief Executive

Experience & Education

Position:
LPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM) at Pence Wealth Management
Title:
LPL Financial Advisor at Pence Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pence Wealth Management - Newport Beach, CALPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM)since May 2007Morgan Stanley - Laguna Hills, CAVice PresidentOct 1997 - Apr 2003

Reginald Peterson Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerSales Representative

Experience & Education

Position:
Financial Advisor at A&G Financial Management, Insurance Agent at Newport Beach Insurance...
Title:
Financial Advisor, Real Estate Agent, Insurance Agent
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
A&G Financial Management - Newport Beach CaFinancial Advisorsince Jul 2013Newport Beach Insurance Agency - Orange County, California AreaInsurance Agentsince Feb 2013
Certifications:
Series 65, FINRA / SEC
Life Insurance, California Department Of Insurance

Nolvia Sabanegh Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalMarketing AdministratorAdvertising Sales AgentInvestorSenior AdvisorAdvisorRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing Manager

Experience & Education

Position:
Client Service Specialist: Financial Advisor Marketing | Investor Services at American Funds
Title:
Marketing Specialist at American Funds
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
American Funds Client Service Specialist: Financial Advisor Marketing | Investor Servicessince 2003WFS Financial Sales & Marketing Coordinator2002 - 2003
Languages:
English, Spanish, French
Certifications:
Series 6 License, FINRA
Series 63 License, FINRA

Dana Mcdonald Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior Vice PresidentVice PresidentChief ExecutiveSales Representative

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Title:
at RBC Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Newport Beach, CAFinancial Advisorsince Apr 2011Oppenheimer & Co. Inc. Senior Vice President - InvestmentsJul 2004 - Apr 2011
Skills:
Investments, Series 7, Wealth Management, Trading, Financial Advisory, Portfolio Management,...

April Shin Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClaims CounselLegal AideLegal CounselParalegalSpeakerSpokespersonRepresentativeCustomer ServiceClient Service OfficerOperations ManagerChief ExecutiveSoftware Developers

Experience & Education

Position:
Claim Representative at State Farm Insurance
Title:
Organized and Creative Administrator with Legal Experience
Location:
Orange County, California Area
Industry:
Insurance
Work history:
State Farm Insurance - Irvine, CAClaim Representativesince Dec 2011WPAT, P.C. - Newport Beach, CALegal AssistantMar 2010 - Dec 2011

Julie Bakken Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentInvestorAdvisorSupporting MemberTeam MemberDirector of OperationsOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTax AccountantSales and Service SpecialistSales AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonPsychology Specialist

Experience & Education

Position:
Operations Specialist at KBS Capital Markets Group
Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
KBS Capital Markets Group - Newport Beach, CAOperations Specialistsince 2012Turner Wealth Management - Irvine, CAClient Associate2011 - 2012
Assisted financial advisor by providing sales and servicing..

Charles Gustafson Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperMathematicsMathematicianChief ExecutiveFounding MemberOperations Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Edward Jones - Newport Beach, CAFinancial Advisorsince Oct 2011Cable Exchange National Account ManagerJul 2007 - Jul 2011
Certifications:
Series 7: General Securities Representative Exam, FINRA
Series 66: Uniform Combined State Law Exam, FINRA

Andrea Casaw Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Newport Beach, CAFinancial Advisorsince Mar 2008Bear Stearns ManagerJan 2007 - Mar 2008
Skills:
Financial Analysis, Investments, Asset Managment, Financial Modeling, Portfolio Management

Robert Quiring Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting ClerkAccounting BookkeeperBookkeeperOffice AssistantOffice ClerkClerical SpecialistAccounts Receivables SpecialistAccounts ReceivableAnalystsAdvisorFinancial OfficerFinancial ManagerOperations ManagerRecruitment

Experience & Education

Position:
Office Manager/Staff Accountant at Winter Accountancy Company, Financial Advisor at Pi Kappa Alpha...
Title:
Accountant
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Winter Accountancy Company - IrvineOffice Manager/Staff Accountantsince Feb 2012Pi Kappa Alpha - Iota Epsilon Chapter - Cal State Long BeachFinancial Advisorsince Nov 2011

Christopher Wenner Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalysts

Experience & Education

Position:
Financial Advisor at UBS Financial Services, Inc.
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Newport Beach, CAFinancial Advisorsince Jun 2011UBS Financial Services, Inc. - Newport Beach, CAAnalystMay 2010 - Jun 2011

Kurt Kost Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerMarketing AdministratorConsumer Goods ProfessionalClient Service OfficerRetail SalespersonCommodities ClerkCustomer Service

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
RBC Wealth Management - Newport Beach, CAFinancial Advisorsince Jan 2012Ventura Foods, LLC - Brea, CaField Category Marketing ManagerNov 2003 - 2011

Laurel Mann Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantAccounting BookkeeperBookkeeper

Experience & Education

Position:
CPA (inactive) at Laurel Mann
Title:
CPA (inactive)
Location:
Orange County, California Area
Industry:
Think Tanks
Work history:
Laurel Mann CPA (inactive)since 2000Merrill Lynch - Newport Beach, CAFinancial ConsultantNov 1999 - Oct 2001

Curt Biddulph Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentVice PresidentChief ExecutiveAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President, Private Client Advisor at US Trust
Title:
Senior Vice President at US Trust
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
US Trust Senior Vice President, Private Client Advisorsince Aug 2004Merrill Lynch - Newport Beach, CASenior Financial Advisor1995 - 2004

Greg Fliss Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorManagerOperations ManagerProject ManagersProject ManagerBusiness AdministratorAdvisorAccounting BookkeeperBookkeeperProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Advisor, CSNA at Merrill Lynch
Title:
Financial Advisor, CSNA. at Merrill Lynch
Location:
Orange County, California Area
Industry:
Banking
Work history:
Merrill Lynch - Newport Beach, CaFinancial Advisor, CSNAsince Jul 2012MCKENDRY DOOR SALES & SERVICE SALES MANAGER/PROJECT MANAGERJun 2007 - Jun 2012



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