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Financial Consultants in California

Financial Consultants in Oakland, CA

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Here is a complete directory of most available Financial Consultants in Oakland, CA.

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181 results found

Bob Derbin San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Instructor • Pedagogue • Analyst • Counselor • Analysts • Advisor • Chief Executive Officer • Operations Manager • Financial Officer • Corporate Executive • Adjunct Instructor • School Administrator • Educational Manager • Lecturer • Postsecondary Teacher • Non-Profit • Museum Docent • Philanthrope • Managers • Museum Guide • Tour Guide • Controller • Accounts Payable • Accounts Payable Specialist • Employee Relations Manager • Recruitment • Employee Relations Specialist • Labor Relations Specialist • Attorney At Law • Chief Judge • Judge • Lawyers • Poet • Author • Master of Business Administration

Experience & Education

Position:
Instructor - Business Law at Napa Valley College, Senior Internal Controls Analyst/Financial...
Title:
Financial and Administrative Virtuoso
Location:
San Francisco Bay Area
Industry:
Higher Education
Work history:
Napa Valley College - Napa, CAInstructor - Business Lawsince Aug 2011University of California, San Francisco, FAS Finance Service Center - San Francisco Bay AreaSenior Internal Controls Analyst/Financial Consultantsince 2010
Skills:
Financial Reporting, Analysis, Public Speaking, Non-profits, Managerial Finance, Research,...
Certifications:
Attorney at Law, State Bar of California (1983 - Present)
Accident and Health Fire and Casualty Broker-Agent, California Department of Insurance
Full Profile

Cecilia Estrada San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Logistician • Manager • Financial Officer • Financial Manager • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Information Technology Specialist • IT Specialist • Logistics Supply Chain Professional

Experience & Education

Position:
Senior Financial Consultant Specialist - WAN/LAN at Kaiser Permanente IT
Title:
Senior Financial Consultant Specialist - WAN/LAN at Senior Financial Consultant Specialist -
Location:
San Francisco Bay Area
Industry:
Computer Hardware
Work history:
Kaiser Permanente IT - Oakland, CASenior Financial Consultant Specialist - WAN/LANsince Jan 2011Kaiser Permanente IT Financial Consultant Specialist - Reporting2009 - Jan 2011
Full Profile

Priscille Sam San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Accountant • Account Manager • Hospital Care Professional • Health Professional • Health Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Accountant at Kaiser Permanente
Location:
San Francisco Bay Area
Industry:
Hospital & Health Care
Work history:
Kaiser Permanente - Oakland, CASenior Accountantsince Jun 2007Robert Half International, Inc. - San Francisco, CaliforniaIn-house Financial ConsultantOct 2006 - May 2007
Full Profile

Charlie Ridlon San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • IT Manager • Information Technology Director • Counselor • Advisor • Programmer • Computer Programmer • Systems Programmer • Chief Executive Officer • Chief Information Officer • Technology Director • Chief Operating Officer • Chairperson • Corporate Executive • Chief Executive • Technology Manager • Technical Managers • General and Operations Manager • Director of Operations • Operations Manager • Analyst • Subject Matter Expert • Analysts • Skilled Professional • Hospital Care Professional • Health Professional • Health Practitioner • Real Estate Sales Agent • Real Estate Manager • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Consultant at esurance
Title:
Experienced IT Manager
Location:
San Francisco, California
Industry:
Information Services
Work history:
Esurance - San FranciscoConsultantsince Jun 2013Wells Fargo Advisors, LLC Financial AdvisorAug 2007 - Feb 2010
Skills:
Financial Planning, Real Estate Investment, Risk Management, Negotiation, Investments, Investors,...
Full Profile

Gene Hilliard San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Prudential Retirement Insurance & Annuity Company (“PRIAC”), Vice...
Title:
Financial Advisor
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Prudential Retirement Insurance & Annuity Company (“PRIAC”) - Oakland, CAFinancial Advisorsince Jun 2009Emerge Financial Group - Oakland CaliforniaVice President/Financial Advisorsince Feb 2005
Full Profile

Richard Hewitt San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Leader • Managers • Financial Officer • Financial Manager • Vice President • Operations Manager • Project Managers • Supporting Member • Independent Contractor • Team Member • Contractor • Computer Software Professional • Software Developers • Entertainment Professional • Entertainer • Independent Business Owners

Experience & Education

Position:
Financial Consultant at Madefire, Founder at OpenSide Financial
Title:
Finance Executive & Operations Leader in SaaS Software, eCommerce & Merchandising Services
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Madefire - Emeryville, CAFinancial Consultantsince Jun 2013OpenSide Financial - Berkeley, CAFoundersince Apr 2013
Skills:
Accounting, Financial Reporting, Forecasting, Revenue Recognition, Budgets, E-commerce, Strategic...
Full Profile

Cesar Blengino San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Chief Information Officer • Operations Manager • Technology Director • Technology Manager • Technical Managers • Fiduciary • Trust Law Attorney • Lawyers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Title:
Finance/Investment Professional
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Charles Schwab Investment Management - San Francisco Bay AreaManager, Trade SupportDec 2010 - Jan 2013Charles Schwab & Co. - Oakland, CaAssociate Financial ConsultantJul 2008 - Dec 2010
Languages:
Spanish
Certifications:
Certified Treasury Professional (CTP) - In progress
Full Profile

Alex Haler San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Volunteer • Team Member • Non-Profit • Instructor • Pedagogue • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager • Student Worker • Biologist • Biological Scientist

Experience & Education

Position:
Associate Financial Consultant at Charles Schwab, Instructor/Volunteer at Operation HOPE
Title:
Associate Financial Consultant at Charles Schwab
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Charles Schwab - Oakland, CAAssociate Financial Consultantsince Feb 2013Operation HOPE - San Francisco, CAInstructor/Volunteersince Aug 2012
Skills:
Microsoft Excel, Health Insurance, Fixed Income Analysis, Investment Research, Bloomberg Terminal,...
Certifications:
Series 7, The Financial Industry Regulatory Authority (FINRA) - http://www.finra.org/
Series 66, The Financial Industry Regulatory Authority (FINRA) - http://www.finra.org/
Full Profile

Caroline Lee San Francisco, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Office Administrator • Operations Manager • Financial Manager • Security • Business Consultant • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manufacturing Laborer • Laborer • Independent Business Owners • Paralegal • Advertising Sales Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Office Administrator at Riscure North America, Financial Consultant at Favrot Financial and...
Title:
Office Administrator at Riscure North America
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Riscure North America - San Francisco, CAOffice Administratorsince Jun 2012Favrot Financial and Management Services - Oakland, CAFinancial Consultantsince 2011
Full Profile

Melissa Shilliday San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Founder • Co-Owner • Chief Executive • Operations Manager • Founding Member • Owner • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Sales Representative

Experience & Education

Position:
Vice President - Financial Advisor at Bernstein Global Wealth Management
Title:
Vice President
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Bernstein Global Wealth Management - San Francisco Bay AreaVice President - Financial Advisorsince Aug 2012Nitpixies, LLC Founder/Co-Owner/Angel InvestorJan 2008 - Mar 2013
Full Profile

Matt Van Metre San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Managers • Certified Medical Assistant • Medical Assistant • Healthcare Support • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Wells Fargo
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Wells Fargo - Oakland, CAFinancial Consultantsince Jan 2010Wachovia Bank - Oakland, CAFinancial ConsultantJul 2007 - Dec 2009
Full Profile

Renee Johnson San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Chief Administrative Officer • Founder • Founding Member • Chief Executive • Administrative Associate • Administrative Clerk • Clerical Specialist • Advertising Professional • Advertising Sales Agent • Customer Service • Client Service Officer • Accounting Bookkeeper • Bookkeeper • Computer Specialist

Experience & Education

Position:
Administrative Assistant at Waddell & Reed, Proprietress at Blue Cat Costumes, Co-Founder at...
Title:
Co-Founder of White Tiger Factory, LLC
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
Waddell & Reed - Concord, CAAdministrative Assistantsince Jul 2013Blue Cat Costumes - Oakland, CAProprietresssince May 2011
Assist a financial advisor with basic administrative asks
Full Profile

Orlando Briceno Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Auditor • Supervisor • Recognition • Managers • Human Resources Specialist • Recruitment • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Science • Computer Software Professional • Software Developers • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Executive - Tax Advisor at Jose Orlando Briceno - CPA - MST
Title:
CPA - MST
Location:
Oakland, California
Industry:
Financial Services
Work history:
Jose Orlando Briceno - CPA - MST - Oakland, CAFinancial Executive - Tax Advisorsince Jun 2001Phoenix American - San Rafael, CATax and financial Advisor, Cost Basis SpecialistOct 2010 - Jul 2011
Languages:
Spanish, English, Portuguese
Full Profile

Michelle Short San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Army Lieutenant Colonel • Compensations and Benefits • Senior Advisor • Advisor • Bachelor of Science • Government Administration Professional • Hospital Care Professional • Health Professional • Health Practitioner • School Administrator • Educational Manager • Community Service Manager

Experience & Education

Position:
Pension Account Manager at ING Investment Management
Title:
Account Manager at ING Investment Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
ING Investment Management - San Francisco Bay AreaPension Account Managersince Sep 2012Zuk Financial - Emeryville, CAFinancial AdvisorJan 2011 - Sep 2012
Full Profile

Simon Ng San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Doctor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Consultant II at Wells Fargo
Title:
Financial Analyst
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo - Oakland, CAFinancial Consultant IIsince Jun 2010United Commercial Bank Commercial Banking AssociateJul 2007 - Nov 2009
Languages:
English, Mandarin, Cantonese
Full Profile

Rebekah Helzel San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Counselor • Advisor • Teaching Assistant • Educational Assistant Teacher • Sports Trainer • Sports Trainers • Founder • Board Member • Founding Member • Chief Executive • Management Team Executive • Operations Manager • Master of Business Administration • Non-Profit • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Teaching Assistant, Capital Markets at Presidio Graduate School, Strategy and Financial Consultant...
Title:
Capital Raising Consultant and Small Business Advisor
Location:
San Francisco, California
Industry:
Capital Markets
Work history:
Presidio Graduate School Teaching Assistant, Capital Marketssince Jan 2013Cutting Edge Capital - Oakland, CalforniaStrategy and Financial Consultantsince Jul 2012
Certifications:
GRI Sustainability Reporting Certification-, ISOS San Diego, CA
CFA Chartered Financial Analyst, CFA Institute
Full Profile

Nathan Tribble Oakland, CA

Professions & Specialties

Trader • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Bachelor of Arts • Brand Representative • Market Research Analyst • Marketing Manager • Operations Manager

Experience & Education

Work

Company:
Altrion trading group
Proprietary trader
Company:
Morgan stanley smith barney - San Francisco, CA
Financial advisor

Skills

Marketing Strategies & Campaigns Corporate Communications Product Positioning & Branding ...
Full Profile

Maria Gregoriev San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Registered Representative at Quest Capital Strategies, Inc.
Title:
Financial Advisor
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Quest Capital Strategies, Inc. - San Rafael, CaRegistered Representativesince Jun 2013VALIC - Emeryville, CaFinancial AdvisorJul 2011 - Apr 2013
Full Profile

Kathleen Segal San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Director • Manager • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Position:
Licensed Professional Fiduciary and Certified Financial Advisor at Montclair Fiduciary and Planning ...
Title:
Professional Trustee and Financial Advisor
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Montclair Fiduciary and Planning Advisors, LLC - Oakland, CALicensed Professional Fiduciary and Certified Financial Advisorsince Aug 2011U.S. Trust Managing DirectorJun 1999 - Jun 2011
Certifications:
Licensed Attorney, New York State and U.S. District Court
California Licensed Professional Fiduciary (CLPF), Professional Fiduciaries Bureau, CA Dept. of Consumer Affairs
Full Profile

Anna Lah Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Operations Manager • Technical Specialist • Technical Support Specialists

Experience & Education

Work

Company:
Anthem blue cross (wellpoint) - Thousand Oaks, CA
Statutory financial consultant sr
Company:
Kaiser permanente insurance company (kpic) - Oakland, CA
Senior statutory accountant
Full Profile

Larry Fleming San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Walnut Creek, CAFinancial Advisorsince Jul 2011Fleming Consulting - Alamo, CAManaging DirectorJan 2010 - Jun 2011
Full Profile

Bernard Anderson Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Bachelor of Arts

Experience & Education

Work

Company:
Morgan stanley smith barney
Financial advisor
Company:
San jose state university - San Jose, CA
Full-time student
Full Profile

Rene Richard Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Bachelor of Arts • Corporate Executive • Chief Executive • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
State farm insurance - Oakland, CA
Marketing representative
Full Profile

Hillary Hayden San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Managers • Founding Member • Marketing Manager • Brand Planner • Brand Representative • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Model • Entertainer • Bachelor of Arts • Information Technology Specialist • Computer Software Professional • IT Specialist • Software Developers • Recruitment

Experience & Education

Position:
Executive Assistant at fuseproject, Financial Consultant at Foundation For Inner Peace
Title:
Executive Assistant at fuseproject
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Fuseproject - 1401 16th Street, San Francisco, CA 94103Executive Assistantsince Mar 2013Foundation For Inner Peace - TiburonFinancial Consultantsince 2012
Full Profile

Vilayphanh Inthavong Oakland, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Citibank - San Francisco, CA
Personal banker
Company:
World financial group - Charlotte, NC
Financial consultant
Full Profile

Bernard Anderson Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Bachelor of Arts

Experience & Education

Work

Company:
Morgan stanley smith barney
Financial advisor
Company:
San jose state university - San Jose, CA
Full-time student
Full Profile

Mila Mullen Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Work

Company:
Patient representatives - San Francisco, CA
Patient financial representative
Company:
Personal financial advisors
Financial counselor
Full Profile

Michael Ngo Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managers • Student Worker

Experience & Education

Work

Company:
Wok of flame - Davis, CA
Server
Company:
C-systems financial, inc - Sacramento, CA
Financial advisor trainee
Full Profile

Matt Thornton Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Financial Institution
Title:
Financial Advisor
Location:
Oakland, California
Industry:
Investment Management
Work history:
Financial Institution - Oakland, CAFinancial Advisorsince May 2011
Full Profile

Jonathan Buckley San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Accounting Clerk • Certified Public Accountant • Independent Business Owners • Volunteer • Advisor • Non-Profit • Inspector • Director • Chief Executive • Operations Manager • Master of Business Administration • Bachelor of Science • State Inspector General • State Inspector • Hospital Care Professional • Health Professional • Health Practitioner • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Financial Consultant at Kaiser Permanente
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Kaiser Permanente - Oaklant, CAFinancial Consultantsince Feb 2013Artech Information Systems - Oakland, CASr. AccountantApr 2012 - Feb 2013
Skills:
Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Internal Controls,...
Full Profile

Nishi Waghray San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • SalesForce Administrator • Database Administration Professional • Database Administrator

Experience & Education

Position:
Financial Analyst at Yahoo!
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Yahoo! - Sunnyvale, CAFinancial Analystsince Aug 2012Curtis Financial Planning - Oakland, CAAssistant to Financial AdvisorSep 2010 - May 2012
Languages:
Spanish
Full Profile

Shaya Walker Oakland, CA

Professions & Specialties

Banker • Mortgage Specialist • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Repossessor • Collections Specialist • Customer Service • Client Service Officer • Sales Executive • Managers • Team Member • Sales Manager • Operations Manager

Experience & Education

Position:
Personal Banker at Bank of America
Title:
Personal Banker
Location:
Oakland, California
Industry:
Banking
Work history:
Bank of America - OaklandPersonal Bankersince Mar 2013MOGL - San Francisco Bay AreaMoPro (Brand Ambassador)Jul 2012 - Mar 2013
Act as a financial advisor for customers and assist them wi..
Full Profile

Shemika Skipworth Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Philanthrope • Independent Consultant • Organization Management • Non-Profit • Counselor • Advisor • Treasurer • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Independent Financial Consultant at Worth Financial Consultants
Title:
Building financial systems to ensure effective running non profit organizations
Location:
Oakland, California
Industry:
Nonprofit Organization Management
Work history:
Worth Financial Consultants Independent Financial Consultantsince Jul 2012Khadafy Washington Foundation for Non-Violence Board Treasurer2009 - 2013
Full Profile

Frank Bliss San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Underwriter • Coordinator • Managers

Experience & Education

Position:
Agent at State Farm (Sole Proprietorship)
Title:
Agent at State Farm
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
State Farm Agentsince Sep 1985San Francisco Symphony Educational Activities CoordinatorJun 1974 - Nov 1978
Full Profile

Kevin Batstone San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Sales Executive • Sales Manager • Team Member • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Infinity Financial Services
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Infinity Financial Services - Oakland, CAFinancial Advisorsince Jul 2013Morgan Stanley Smith Barney - Pleasanton, CAFinancial Advisor2011 - Jun 2013
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Ralph Rodriguez San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner • Construction • Economist • Manager • Operations Manager • Model • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Manager of National Facilities Services Cost Model and Construction Economist at Kaiser Foundation...
Title:
Capital and Business Planner, Construction Economist
Location:
San Francisco Bay Area
Industry:
Hospital & Health Care
Work history:
Kaiser Foundation Health Plan and Hospitals - Oakland, CAManager of National Facilities Services Cost Model and Construction Economistsince 2006Kaiser Permanente Capital Planning, Construction Economist and Financial Consultantsince Feb 1997
Full Profile

Hai Lin San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Property Manager • Real Estate Manager • Advisor • Design Professional • Design Expert

Experience & Education

Position:
Financial Advisor PMD at Merrill Lynch
Title:
Global Wealth & Investment Management at Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Merrill Lynch - Oakland, CAFinancial Advisor PMDsince Apr 2013LUCA International Group - Fremont, CAFund Manager2012 - 2013
Full Profile

Kevin Tarrant San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Executive • Sales Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - San Rafael, CAFinancial Advisorsince Feb 2013Ocean Mist Farms SalesMay 2010 - Feb 2013
Full Profile

Fredrick Akhile San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Team Member • Advisor • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Operations Manager • Psychology Specialist

Experience & Education

Position:
Senior Financial and Accounting Consultant at Christopher Akhidenor, CPA
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Christopher Akhidenor, CPA - Oakland, CaliforniaSenior Financial and Accounting Consultantsince Nov 2008Robert Half International - Oakland, CASenior Financial ConsultantJul 2007 - Oct 2008
Full Profile

Sharon Wright San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Consultant at Insurance with Wright
Title:
Financial Consultant
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Insurance with Wright - Oakland, CAFinancial Consultantsince Aug 2011Bank of America Client Manager2003 - 2009
Full Profile

Mohammed Soriano-bilal San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Founder • Founding Member • Chief Executive

Experience & Education

Position:
Financial Advisor Associate at Morgan Stanley, Founder at SIMBLR, Inc., Founder at One Bay...
Title:
Financial Advisor Associate at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Online Media
Work history:
Morgan Stanley - San Francisco, CAFinancial Advisor Associatesince Jul 2013SIMBLR, Inc. - Oakland, CAFoundersince Aug 2012
Full Profile

Rashida Jivraj San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Information Technology Specialist • IT Specialist • Business Analyst • Analyst • Analysts • Managers • Graphic Design Specialist • Graphic Designer

Experience & Education

Position:
Business / Financial Analyst at KSoft Systems
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
KSoft Systems - Fremont, CABusiness / Financial Analystsince Mar 2012Royston Financial Consulting - Los Gatos, CACorporate Financial Consultant & Business/Financial AnalystApr 2009 - Mar 2012
Full Profile

Leon Worthy San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Private Client Advisor at J.P. Morgan Chase Bank NA
Title:
Vice President - Private Client Advisor at J.P. Morgan Securities LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
J.P. Morgan Chase Bank NA - Oakland, CAVice President - Private Client Advisorsince Nov 2011Chase Investment Services Corp. Senior Financial AdvisorJun 1995 - Nov 2011
Full Profile

Fayola Al-musawwir Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Supporting Member • Managers • Team Member • Financial Analyst • Hospital Care Professional • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Lead Senior Financial Analyst at Kaiser Foundation Health Plan
Title:
Project Management and Financial Consulting Leader
Location:
Oakland, California
Industry:
Hospital & Health Care
Work history:
Kaiser Foundation Health Plan Lead Senior Financial Analystsince Dec 2011Kaiser Foundation Health Plan Senior Consulting AssociateSep 2008 - Dec 2011
Full Profile

Rory Cannon Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Financial Advisor at Morgan Stanley
Location:
Oakland, California
Industry:
Financial Services
Work history:
Morgan Stanley - OaklandAssociate Financial Advisorsince Jun 2013
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Michael Dieffenbach San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Position:
Financial Advisor at Zuk Financial Group, Owner at Deepbrook Productions
Location:
San Francisco Bay Area
Industry:
Broadcast Media
Work history:
Zuk Financial Group - Emeryville, CAFinancial Advisorsince Jan 2012Deepbrook Productions Ownersince 1991
Full Profile

Christopher Kolm San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Treasurer • Operations Manager • Chief Executive • Corporate Executive • Financial Officer • Financial Manager

Experience & Education

Title:
Business Development
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Access Information Management - San Francisco Bay AreaFinancial ConsultantFeb 2013 - Mar 2013GSC Logistics - Oakland, CAFinancial ConsultantOct 2012 - Nov 2012
Skills:
Budgeting, Financial Modeling, Contract Negotiations, Mergers, Due Diligence, Corporate...
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Mark Hildebrand San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Representative • Advisor • Researcher • Survey Researcher

Experience & Education

Position:
Principal Consultant at Red Oak Consulting an ARCADIS Group
Title:
Management and Financial Consultant
Location:
San Francisco Bay Area
Industry:
Utilities
Work history:
Red Oak Consulting an ARCADIS Group - Emeryville, CAPrincipal Consultantsince Aug 2004Clipper Windpower ResearcherJan 2003 - Jun 2004
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Amit Shrimavle Oakland, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Master of Business Administration • Bachelor of Science • Mathematics • Mathematician • Advisor • Analysts

Experience & Education

Work

Company:
Kaiser permanente
Director, business and finance operations
Company:
Kaiser permanente
Financial consultant

Skills

Financial Reporting, Financial Management, Financial Accounting, Reporting and Analytics, Business...
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Shannon Stone Oakland, CA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Sports Trainers

Experience & Education

Position:
Financial Planner at DHR Investment Counsel
Location:
United States
Industry:
Financial Services
Work history:
DHR Investment Counsel - Oakland, CAFinancial Plannersince 2009Ameriprise Financial Services, Inc. - Walnut Creek, CAParaplanner2007 - 2009
Paraplanner- worked with a financial advisor in assisting creating financial..
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Financial Consultants near Oakland, CA01,0932,1863,2794,3725,465San FranciscoWalnut CreekBerkeleyHaywardLafayetteAlamedaRichmondSan LeandroOrindaMoraga