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Financial Consultants in Oceanside, CA

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27 results found

Ian Liebenberg San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLeaderSecurityManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArmy Staff SergeantMedical Practice ProfessionalMedical PractitionerInstructorPedagoguePhysical Therapist AssistantLicensed Physical Therapist AssistantMaster of Communication DisordersOperations ManagerSoftware Developers

Experience & Education

Position:
Financial Advisor at First Command Financial Services, SSG - Combat Medic/ PTA at U.S. Army Reserve
Title:
Experienced Leader in Sales, Program Management and Business Operations - available for new opportunities
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
First Command Financial Services - Oceanside, CAFinancial Advisorsince Oct 2012U.S. Army Reserve - Greater San Diego AreaSSG - Combat Medic/ PTAsince Jan 2006
Skills:
Cloud Computing, Contract Negotiation, Business Development, Selling, Strategic Planning, Cold...

Gary Ernst San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTreasurerDirectorChief Executive OfficerManagerManager ConsultingChairpersonFinancial OfficerFinancial ManagerOperations ManagerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior AdvisorPhilanthropy ProfessionalAdvisorAgentSales RepresentativeSocial Workers

Experience & Education

Position:
Municipal Treasurer / Managing Director at City of Oceanside / Ernst Financial Services
Title:
Treasurer / Director / Financial Consultant
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
City of Oceanside / Ernst Financial Services - Oceanside, CAMunicipal Treasurer / Managing Directorsince Apr 1988

Ryan Holmstrom Del Mar, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRecruitmentOperations Manager

Experience & Education

Work

Company:
United states marine corps reserve
Economic development officer - department of defense secret clearance
Company:
United states marine corps reserve - Del Mar, CA
Financial advisor

Scot Bartmann Oceanside, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeShift ManagerManagersReal Estate ManagerStudent Worker

Experience & Education

Work

Company:
Independent consulting & accounting - Green Bay, WI
Financial advisor
Company:
Toyota lemieux & son - Green Bay, WI
Professional detail

Jeff Crane San Diego, CA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentLeaderManagersManagerFinancial ManagerOperations Manager

Experience & Education

Position:
Baseball & Softball Manager at Oceanside Valley Little League, Financial Consultant at Thrivent ...
Title:
CFP(r), Financial Consultant @ Thrivent Financial, Servant Leader,
Location:
Greater San Diego Area
Industry:
Insurance
Work history:
Oceanside Valley Little League - Oceanside, CABaseball & Softball Managersince Mar 2010Thrivent Financial for Lutherans - Oceanside, CAFinancial Consultantsince Nov 1992
Skills:
Small Business, Leadership, Coaching Baseball, Sponsorship, Compassion, Integrity, Technical...
Languages:
Spanish
Certifications:
Certified Financial Planner, CFP Board
Chartered Life Underwriter, The American College

Ryan Coleman Oceanside, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing DirectorOwnerChief Executive

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Services Edward Jones
Location:
Oceanside, California
Industry:
Financial Services
Work history:
Edward Jones - CarlsbadFinancial Advisorsince Sep 2012Coleman Dentistry Center for Smile Enhancement - VistaDirector Of Marketing And Business DevelopmentJul 2008 - Sep 2012

Susan Devereaux San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorAgentSales RepresentativeManaging PartnerPartnerChief ExecutiveBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerAccounting BookkeeperBookkeeperAutomotive Professional

Experience & Education

Position:
Sales at Combined Insurance, Independent Agent at Aflac, Managing Partner/Financial Advisor at Mag...
Title:
Insurance Consultant
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Combined Insurance - Oceanside, CaliforniaSalessince Jul 2013Aflac - Oceanside, CAIndependent Agentsince May 2012

Felix Argueta Oceanside, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AnalystAnalystAnalystsChief Executive

Experience & Education

Work

Company:
Allen barron, inc.
Financial consultant, business analyst
Company:
Hydrel - Chatsworth, CA
Analyst internship

Skills

Inventory Reduction, Fluent Spanish Speaker (Read and Write), Knowledge in Mechanical Engineering

William Cass Oceanside, CA

Professions & Specialties

Financial ConsultantTraderFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalIndependent ContractorContractorVice PresidentChief ExecutiveIndependent Business Owners

Experience & Education

Work

Company:
Self employed
Independent trader & financial advisor
Company:
Boot barn, inc - Irvine, CA
Vice president, store operations

Elise Chanlatte Oceanside, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBar ManagerBartender

Experience & Education

Work

Company:
Opus consulting group
Jr. financial consultant
Company:
Inn on the blues
Bar manager

Skills

Proficient with Microsoft Office ( Excel, Word, Powerpoint), strong knowledge of Quickbooks,...

Veronica Campos Oceanside, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveClient Service OfficerCustomer ServiceAdministrative ClerkClerical SpecialistEmployee Placement SpecialistRecruitment

Experience & Education

Work

Company:
Notary
Owner
Company:
Ferguson mcclure & associates - Carlsbad, CA
Financial advisor & insurance provider

Skills

Bilingual - Spanish / English Detail oriented. Excellent communication and organizational skills. ...

Stanley Tzikas Oceanside, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProperty ManagerReal Estate ManagerManagerOperations ManagerMarketing ManagerBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Tzikas investment advisory
Asset manager
Company:
Dean witter - Stockton, CA
Financial advisor/branch manager

Daniel Wright San Diego, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCounselorAdvisorClient Service OfficerPsychologistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarket Research AnalystCustomer ServiceStudent WorkerPsychology Specialist

Experience & Education

Position:
Financial Development Program - Cost Accounting at CareFusion
Location:
Greater San Diego Area
Industry:
International Trade and Development
Work history:
CareFusion - Greater San Diego AreaFinancial Development Program - Cost Accountingsince Mar 2013Ashford University - Greater San Diego AreaAdmissions CounselorAug 2011 - Apr 2012
Skills:
Market Research, Export, Market Analysis, Management, Investments, Import, Portfolio Management,...
Languages:
Chinese
Financial Advisor Intern at Morgan Stanley's Smith..

Mark Wilke Carlsbad, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorSenior ManagerSenior Finance ManagerFinancial OfficerFinancial ManagerOperations ManagerDirectorSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAnalystBusiness AdministratorAnalystsBachelor of ScienceMaster of Business AdministrationComputer Software ProfessionalSoftware Developers

Experience & Education

Title:
Corporate Finance Professional
Location:
Carlsbad, California
Industry:
Accounting
Work history:
Kontron America, Inc. - Poway, CAFinance ManagerSep 2011 - Dec 2012Superior Services, Inc. - Oceanside, CASenior Manager, FinanceMar 2011 - May 2011

Lance De Guzman San Diego, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorVice President of OperationsOperations ManagerVice PresidentChief ExecutiveInvestorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerDirector of Quality ControlCorporate ExecutiveCompliance ManagerSecurityBusiness AdministratorSoftware TesterData AnalystComputer SpecialistData Entry SpecialistData ScientistMaster of Business AdministrationMicrosoft Certified Solutions ExpertAccounting BookkeeperBookkeeperFinancial Compliance ExaminerAuditor

Experience & Education

Position:
Director of Investor Relations at Coastline Capital Group, LLC
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
Coastline Capital Group, LLC - Orange County, California AreaDirector of Investor Relationssince Apr 2013NICCI ENTERPRISES INC. - San Diego, CAExecutive Vice President of OperationsMar 2011 - Apr 2013
Technical / Financial Advisor at Apollo Group

Ronald Bell Oceanside, CA

Professions & Specialties

Loan OfficerLoan OfficersFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOwnerMarketing DirectorChief ExecutiveOperations ManagerTax PreparerFinancial AnalystTax AccountantRepresentativeBusiness AdministratorArea ManagerManagers

Experience & Education

Work

Company:
Rb financial solutions
Owner
Company:
World financial group - Vista, CA
Marketing director/ loan officer

Dana Martin Oceanside, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLeaderManagersAssistant Branch ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorMaster of Business AdministrationRegional Sales ConsultantSales Representative

Experience & Education

Work

Company:
H&r block tax service
Level 2 caseworker
Company:
H&r block tax service - Oceanside, CA
Office leader

Susan Devereaux Oceanside, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRental ManagerRental Sales AgentRental Clerk

Experience & Education

Work

Company:
Allstate insurance
Licensed sales producer
Company:
Geico - Poway, CA
Licensed insurance agent

Christopher Flaten Cape Horn, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProgram DirectorDirectorOperations ManagerProject ManagersProject ManagerTeam MemberHuman Resources SpecialistRecruitmentInstructorPedagogueDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Financial Advisor (Trainee) at Edward Jones
Location:
Colfax, California
Industry:
Financial Services
Work history:
Edward Jones - Colfax, CAFinancial Advisor (Trainee)since Apr 2013Hazard Management Solutions, Inc. - Camp Pendleton, CAProgram Manager/Project LeadApr 2008 - Nov 2011
Skills:
Security Clearance, DoD, Military, Army, Military Operations, Weapons, Information Assurance,...

Eric Claspill Topeka, KS

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBanking Center ManagerBanking ManagerFinancial OfficerFinancial Manager

Experience & Education

Position:
None at financial advisor
Title:
none
Location:
Topeka, Kansas Area
Industry:
Financial Services
Work history:
Financial advisor - Topeka, Kansas AreaNonesince Mar 2013UMB Bank Banking Center ManagerJul 2005 - Feb 2013
Certifications:
Series 7 & 66, State of Kansas

Larry Smith Louisville, KY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of CeremoniesEntertainerVice PresidentChief ExecutiveOperations ManagerCorporate ExecutiveBachelor of ScienceHuman Resources SpecialistRecruitmentSchool AdministratorEducational ManagerTrust Law AttorneyLawyer

Experience & Education

Position:
Investment Advisor (IAR) at MC Financial Services, Inc.
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
MC Financial Services, Inc. - Louisville, Kentucky AreaInvestment Advisor (IAR)since Jul 2011ExpertPlan VP Relationship ManagementJul 2008 - Jul 2011
Financial Advisor Network,FAN,

Rhonda Willhight Toledo, OH

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorVice PresidentOperations ManagerChief ExecutiveHuman Resources SpecialistRecruitmentChairpersonCurriculum SpecialistTraining Implementation SpecialistEducational ManagerLeaderSecurityMinisterManagersClergyGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
Vice President Internal Operations at Brown Consulting, Ltd.
Title:
Director, Brown Consulting, Ltd.
Location:
Toledo, Ohio Area
Industry:
Management Consulting
Work history:
Brown Consulting, Ltd. - Downtown Toledo, OhioVice President Internal Operationssince Sep 2005Premier Care Human Resources Director2009 - 2011
Financial Advisor

Robert Lamacchia Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Advisor at Clark and Associates Financial Services, Solar Sales at Herca Solar, Property...
Title:
Financial Advisor at Clark and Associates Financial Services
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Clark and Associates Financial Services - Scottsdale AZFinancial Advisorsince Apr 2013Herca Solar - Oceanside, CaSolar Salessince Nov 2012

Justin Johansen Bell, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationTraining SpecialistWorkforce Development SpecialistTraining and DevelopmentCaptainManagers

Experience & Education

Position:
Major (Field Artillery) at United States Marine Corps Reserve
Title:
MBA, USC Marshall School of Business
Location:
Sydney Area, Australia
Industry:
Military
Work history:
United States Marine Corps Reserve - Bell, CAMajor (Field Artillery)since Jun 2008Stratom, Inc. - Camp Pendleton, CATraining SpecialistNov 2011 - Aug 2012
Skills:
Security Clearance, Military, Crisis Management, Defense, Government, Top Secret, Risk Management
Financial Advisor at Merrill Lynch

Peter Byeon Los Angeles, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Private Banker at Wells Fargo Bank
Location:
Greater Los Angeles Area
Industry:
Retail
Work history:
Wells Fargo Bank - Oceanside, CAPrivate Bankersince Nov 2010Wells Fargo Bank - Hemet, CAPrivate BankerJan 2010 - Nov 2010
Associate Financial Consultant at Wells Fargo Investments

Kyle Hansen Bellevue, NE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
Bellevue university
Military admissions counselor
Company:
Bellevue university - Bellevue, NE
Student financial counselor

Robin Vanhof Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerFinancial DirectorChief Operating OfficerChairpersonDirectorFinancial OfficerFinancial ManagerGeneral and Operations ManagerDirector of OperationsOperations ManagerChief ExecutiveAccounts ReceivableSoftware TesterComputer SpecialistCustomer ServiceCorporate ExecutiveAccounting BookkeeperBookkeeperComputer Systems AdministratorPsychologistIndustrial-Organizational PsychologistIndustrial PsychologistSupporting MemberSecurityBusiness AdministratorManagersTeam MemberHuman Resources SpecialistRecruitmentPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantMaster of ArtsBachelor of ArtsAssociate of ArtsPsychology Specialist

Experience & Education

Title:
Higher Education Business Professional
Location:
Phoenix, Arizona Area
Industry:
Management Consulting
Work history:
Bryan University - Tempe, AZStudent Accounts ManagerMar 2011 - Jul 2013NorthCentral University - Scottsdale, AZLearner Financial AdvisorJan 2011 - Feb 2011
Skills:
Instructional Design, Curriculum Development, Debt Collection, Debt Management, Accounts Payable,...
Certifications:
HAZMAT, OES CSTI
HAZCOM, Marine Corps. Base Camp Pendleton


Financial Consultants near Oceanside, CA04649281,3921,8562,320San DiegoLa JollaCarlsbadTemeculaSan Juan CapistranoSan ClementeDel MarEscondidoEncinitasTrabuco Canyon



Financial Consultants around Oceanside, CA

Bonsall  (1)
Carlsbad  (97)
Dana Point  (18)
Del Mar  (27)
Encinitas  (24)
Escondido  (25)
Fallbrook  (9)
La Jolla  (105)
Murrieta  (19)
Poway  (18)
San Clemente  (28)
San Diego  (2,316)
San Marcos  (18)
Santee  (4)
Solana Beach  (5)
Sun City  (6)
Temecula  (56)
Vista  (10)
Wildomar  (3)

Financial Consultants in California

Sub-specializations

Financial Consultant  (28)
Funder  (5)