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Financial Consultants in California

Financial Consultants in Novato, CA

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24 results found

Reed Upson San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Master of Business Administration • Analyst • Analysts • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Public Relations Professinal • Department Store Salesperson • Retail Professional • Retail Salesperson • Student Worker • Marketing Professional • Advertising Sales Agent • Operations Manager

Experience & Education

Position:
Sr. Finance & Operations Analyst at Warren Capital Corporation
Title:
MBA Student & Financial Analyst
Location:
San Francisco Bay Area
Industry:
Capital Markets
Work history:
Warren Capital Corporation Sr. Finance & Operations Analystsince May 2013Warren Capital Corporation - Novato, CAFinance & Operations AnalystMay 2012 - May 2013
Skills:
Financial Analysis, Investments, Customer Service, Market Research, Team Leadership, Public...
is a premier lender and financial advisor to small- and mid-market compani..
Full Profile

Sam Crump San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Mayor • Civil Servant • City Manager • Captain • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Law Specialist • Lawyers

Experience & Education

Position:
Founder at Crump & Associates
Title:
Crump & Associates
Location:
San Francisco Bay Area
Industry:
Government Relations
Work history:
Crump & Associates Foundersince Oct 2010Edward Jones - Novato, CAFinancial AdvisorSep 2011 - Apr 2013
Skills:
Policy, Public Policy, Nonprofits, Leadership, Negotiation, Strategic Planning, Non-profits, Public ...
Full Profile

Tim Dalton Novato, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Account Manager • Counselor • Advisor • Chief Executive

Experience & Education

Work

Company:
Advisor partners, llc - Walnut Creek, CA
National account manager
Company:
Merrill lynch wealth management - Mill Valley, CA
Financial advisor
Full Profile

Michael Houlihan San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Director • Operations Manager • Financial Officer • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager at Control Solutions International
Title:
Financial Consultant at Control Solutions International
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
Control Solutions International Managersince May 2012Fireman's Fund Insurance Company - Novato, CAFinance DirectorMay 1999 - Dec 2010
Full Profile

Clay Stephens San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Director • Chief Executive • Corporate Executive • Operations Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Fisher • Postsecondary Teacher

Experience & Education

Position:
President/CEO at Warren Capital Corporation
Location:
San Francisco Bay Area
Industry:
Capital Markets
Work history:
Warren Capital Corporation - Novato, CaPresident/CEOsince Feb 1984Thermo Fisher Scientific Director of Fisher Scientific International, Inc.2002 - 2006
Skills:
Private Equity, Mergers, Financial Analysis
is a premier lender and financial advisor to small- and mid-market compani..
Full Profile

Scott Shapiro San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Senior Vice President at Warren Capital Corporation
Location:
San Francisco Bay Area
Industry:
Capital Markets
Work history:
Warren Capital Corporation - Novato, CASenior Vice Presidentsince Jun 2001
is a premier lender and financial advisor to small- and mid-market compani..
Full Profile

Jennifer Mack San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Counselor • Advisor • Senior Manager • Chief Executive

Experience & Education

Title:
Business Development Manager, Ad Tech at A9.com
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Adobe - San Jose, CASales Commission Consultant2007 - 2008Scene7, Inc - Novato, CAFinancial Consultant, Business Development2003 - 2007
Full Profile

Maren Mannella San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Controller • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Work

Company:
Mulholand brothers - San Francisco, CA
Controller
Company:
Llc@sea, llc - Lauderdale-by-the-Sea, FL
Financial consultant

Skills

Annual budgets, forecasting, cash management, financial reporting & analysis, financial...
Full Profile

John Keith-berkley Novato, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Financial Director • Vice President • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Keith-berkley & associates
Financial consultant
Company:
Red & white fleet - San Francisco, CA
Executive vice president & cfo

Skills

Progressive record of management and operational achievements applying smart financial analysis to...
Full Profile

Christopher Gomez Novato, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Counselor • Business Administrator • Advisor • Owner • Promotion Manager • Chief Executive • Promotions Manager • Operations Manager • Computer Consultant • IT Consultant • Sales Representative

Experience & Education

Work

Company:
Morgan stanley wealth management
Senior registered associate
Company:
Washington mutual - Petaluma, CA
Financial consultant
Full Profile

Mark Keyser Novato, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Analyst • Managers • Analysts • Business Development Manager • Operations Manager

Experience & Education

Work

Company:
Brouwer & janachowski llc - Tiburon, CA
Senior financial advisor
Company:
Fisher investments - Woodside, CA
Senior wealth leader, business development officer & portfolio analyst

Skills

Portfolio Management, Financial Planning, Wealth Management
Full Profile

Herbert Gottlieb Novato, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Chief Executive • Corporate Executive • Operations Manager • Management Analyst • Analysts

Experience & Education

Work

Company:
Gottlieb and associates
Financial consultant
Company:
Tav networks inc. - Incline Village, NV
Cfo
Full Profile

Anthony Eisen Novato, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Counselor • Apprentice • Advisor • Student Worker

Experience & Education

Work

Company:
Scampi pasta house & bar - Reno, NV
Financial consultant
Company:
J.a. solari & partners - Reno, NV
Accounting intern
Full Profile

Jeffrey Lubin San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Owner • Marketing Director • Director • Manager • District Manager • Sales Manager • Sales Director • Operations Manager • Region Manager • Marketing Manager • Winemaker • Vineyard Tender • Farmworker • Leader • Area Manager • Managers • Brand Planner • Brand Representative

Experience & Education

Position:
President at Victor Vineyards
Location:
San Francisco Bay Area
Industry:
Wine and Spirits
Work history:
Victor Vineyards - Victor, CaliforniaPresidentsince Jun 2012Independence Wine Company - Novato, CAPresident/Brand LiberatorMar 2012 - Jun 2012
Full Profile

Kendall Pead San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Senior Director • Chief Operating Officer • Operations Manager • Senior Manager • General and Operations Manager • Director of Operations • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Industrial Engineer • Biotechnology Professional • Biologist • Biological Scientist • Accounting Bookkeeper • Bookkeeper • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Finance Senior Director at Fireman's Fund Insurance Company
Title:
Finance Sr Director at Firemans Fund Insurance Company
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
Fireman's Fund Insurance Company - Novato, CAFinance Senior Directorsince Jan 2012Firemans Fund Insurance Company Finance DirectorFeb 2011 - Jan 2012
Financial Consultant/Field Controller at AGILENT T..
Full Profile

Christopher Carey San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Officers • Director • Vice President • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Bachelors Degree • Advisor • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Director, Private Lending Group at Pacific Bay Lending, Inc.
Title:
Private Money Mortgage Lender / Hard Money Mortgage Lender / Trust Deed Investments
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Pacific Bay Lending, Inc. - San Rafael, CADirector, Private Lending Groupsince Sep 2012Pacific Private Money - Novato, CAVP - ProductionSep 2010 - Aug 2012
Skills:
Private Money Loans, Investor Services, Real Estate Finance, Loans, Credit, Money, Self-directed,...
Financial Advisor at Merrill Lynch
Full Profile

Jamie Terhune San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Instructor • Pedagogue • Language Instructor • Language Teacher • Advisor • Director • Operations Manager • News Anchor • Commercial Announcer • Presenter • Human Resources Specialist • Recruitment • Program Assistant • Psychology Specialist • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Client Service Officer • High School Diploma • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction Specialist • Construction Laborer • Customer Service

Experience & Education

Position:
Instructor at Academy of Art University, Employment Coordinator at Homeward Bound of Marin, English ...
Title:
Employment Coordinator at Homeward Bound of Marin
Location:
San Francisco Bay Area
Industry:
Higher Education
Work history:
Academy of Art University - San FranciscoInstructorsince Jan 2013Homeward Bound of Marin - Novato, CAEmployment Coordinatorsince Dec 2012
Skills:
Career Counseling, Teaching English as a Second Language
Financial Advisor
Full Profile

Betsy Fryday Novato, CA

Professions & Specialties

Financial Consultant • Credit Manager • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Production Manager • Production Director • Supporting Member • Team Member • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Production Manager at Gap Inc/Athleta
Title:
Associate Production Manager at Athleta
Location:
Novato, California
Industry:
Retail
Work history:
Gap Inc/Athleta - Petaluma, CAAssociate Production Managersince Jul 2013Nordstrom Product Group - Seattle, WAProduct DeveloperFeb 2012 - Jun 2013
Skills:
Global Sourcing, Garment Construction, Pricing Negotiation, Pricing Strategy, Product Development,...
Languages:
Spanish
Financial Advisor at VALIC
Full Profile

Margarita Gusakova Novato, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Internal Auditor • Financial Planning Analyst • Certified Auditor • Financial Compliance Examiner • Auditor • Accounting Analyst • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers

Experience & Education

Work

Company:
Fireman's fund insurance company
Sr. internal auditor
Company:
Fireman's fund insurance company - Novato, CA
Sr. finance analyst
Full Profile

Stephanie Skophammer Novato, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor • Fisher • Business Administrator • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Fisher investments
Registered investment advisor
Company:
Bay willow advisers llc - Berkeley, CA
Registered investment advisor
Full Profile

Robert Rasp Novato, CA

Professions & Specialties

Loan Officers • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Marketing Manager • Sales Representative • Bachelor of Science • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Financial planners - Santa Rosa, CA
Vice president/relationshipmanager
Company:
Bank of alameda - Emeryville, CA
Vice president/relationship manager
Full Profile

Earl Butler Novato, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Manager • Operations Manager • Business Administrator • Analyst • Analysts • Financial Officer • Financial Manager • Financial Analyst • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Mckesson information technology services
Consultant
Company:
Allianz/fireman's fund insurance company - Novato, CA
Manager it financial consulting/cioo finance
Full Profile

Lennox Vernon Novato, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Accountant • Controller • Account Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Chief Executive

Experience & Education

Work

Company:
Betawave corporation
Chief accounting officer and director of operations
Company:
Moderati
Controller
Full Profile

John Scarsella Novato, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trainer • Sports Trainer • Sports Trainers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Specialties:
Purchase Loan, Refinancing, Mortgage Planning
Work:
Alterra Home Loans
1602 Grant Ave. Suite 208, Novato, CA 94945
..your financial future is Real Estate Financial Advisor
Full Profile

Financial Consultants near Novato, CA01,0932,1863,2794,3725,465San FranciscoBerkeleySanta RosaSan RafaelVallejoRichmondPetalumaMill ValleySausalitoCorte Madera


Financial Consultants around Novato, CA

Berkeley  (57)
Corte Madera  (9)
Cotati  (7)
Fairfax  (2)
Glen Ellen  (1)
Larkspur  (8)
Marshall  (2)
Mill Valley  (21)
Petaluma  (21)
Pinole  (3)
Richmond  (23)
Rodeo  (5)
San Anselmo  (8)
San Francisco  (5,465)
San Rafael  (52)
Santa Rosa  (53)
Sausalito  (12)
Vallejo  (24)
Woodacre  (1)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (24)