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Financial Consultants in Orange, CA

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52 results found

Steven Rose Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerManagerChief Executive OfficerChief Administrative OfficerExecutive Team LeaderChief Operating OfficerChief Knowledge OfficerMarketing DirectorChief Visibility OfficerChief Digital OfficerChief Revenue OfficerChief Learning OfficerTechnology DirectorFinancial OfficerFinancial ManagerChief ExecutiveCorporate ExecutiveGeneral and Operations ManagerDirector of OperationsDevelopment DirectorHR ManagerTechnology ManagerTechnical ManagersFinancial AnalystAuditorAccounts Receivable ClerkChief AccountantCertified Public AccountantAccounts Receivables SpecialistAccounts ReceivableAccount ManagerAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitmentCustomer ServiceClient Service OfficerBachelor of ArtsLaw SpecialistLawyerComputer Software ProfessionalInformation Technology SpecialistSoftware DevelopersIT SpecialistEntertainment ProfessionalEntertainerTraining ManagerManagers

Experience & Education

Position:
Director, Financial Planning & Analysis at AECOM
Location:
Orange, California
Industry:
Civil Engineering
Work history:
AECOM - Orange, CADirector, Financial Planning & Analysissince Nov 2012CFOPT Financial ConsultantMar 2012 - Nov 2012
Skills:
Extremely proficient with Excel, Word and PowerPoint., Caddied for Duffy Waldorf on PGA Tour.,...

Ashley Kenneth Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPsychologistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPsychology Specialist

Experience & Education

Title:
Financial Advisor
Location:
Orange, California
Industry:
Management Consulting
Work history:
Thomas Financial Group - Orange County, California AreaFinancial AdvisorJan 2008 - Nov 2010Thomas Financial Advisors LLC - Orange County, California AreaFinancial AdvisorJan 2008 - Sep 2010

Philip Sterling Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCollectorRepossessorCollections SpecialistPatient Account RepresentativeHealthcare SupportSecretaryAnalystCertified Professional CoderBusiness AdministratorAnalystsPosting ClerkAuditorProgrammerOperations Manager

Experience & Education

Work

Company:
Orange
Contracted/temporary positions
Company:
Orange - Cypress, CA
Private family financial advisor

Jordan Dzierwa Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorManagersOperations Manager

Experience & Education

Work

Company:
Hoag hospital - Irvine, CA
Registration rep iii / financial counselor
Company:
Mry (formerly known as mr. youth) - New York, NY
P&g brand ambassador

Skills

MS Excel, PowerPoint, Word, Adobe Photoshop, Fluent in Spanish

Alejandro Monge Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInvestor

Experience & Education

Work

Company:
Aim association
Financial advisor - futures investor
Company:
Deloitte tax llp
Tax senior

Thomas Thompson Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentComputer User Support SpecialistSystems Support SpecialistSupport SpecialistsBachelor of ArtsCustomer ServiceSales Representative

Experience & Education

Work

Company:
Wfg
Financial advisor
Company:
Jc penney - Orange, CA

Ideen Maleky Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Merrill lynch global wealth management
Private wealth management financial advisor
Company:
Merrill lynch global wealth management - San Francisco, CA

Scott Kremkow Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Research OfficerChief Executive

Experience & Education

Position:
Financial advisor at SagePoint Financial
Title:
Financial Advisor
Location:
Orange, California
Industry:
Financial Services
Work history:
SagePoint Financial - Orange, CAFinancial advisorsince May 1994Prevent Services Director of Research & DevelopementJun 1992 - Apr 1994

Andrew Iles Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorSupporting MemberTeam MemberLaw SpecialistLawyerMaster of Public AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGovernment Administration ProfessionalStudent WorkerChief ExecutiveCommunity Service ManagerRecruitment

Experience & Education

Title:
Law Student and Registered Rep
Location:
Orange, California
Industry:
Law Practice
Work history:
SchoolsFirst Federal Credit Union - La Habra, CARetirement Plan AdvisorJan 2012 - Jul 2012Chase Investment Services Financial Advisor Associate2008 - Dec 2011

Andrea Sallouti Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPersonal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerAnalystAnalystsBusiness AdministratorManagersBachelor of ScienceSales RepresentativeSales AgentClient Service OfficerCustomer ServiceFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Nation filmes - So Paulo, SP
Independent financial consultant
Company:
Benefit associates, inc - Orange, CA
Pension analyst

Michelle Haddy Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerMarketing DirectorOperations ManagerChief ExecutiveManagersWorkforce Development SpecialistTraining and Development

Experience & Education

Work

Company:
Independent capital management
Financial advisor manager
Company:
Pacific community credit union
Organizational development & marketing director

Skills

Business Development, Operations Management, Team Development, Cross Functional Leadership,...

Jesse Lopez Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerAdvisorCustomer Service

Experience & Education

Work

Company:
Edward jones - Orange, CA
Financial advisor trainee
Company:
Newport advisory inc - Newport Beach, CA
Investment advisor

Skills

Ability to execute trades accurately under pressure, remain calm in volatile situations, to always...

Margie Fombona Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorPlannerCrewmanManagersTeam MemberClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Choc children's hospital of orange county
Financial counselor supervisor
Company:
Kca electronics - Anaheim, CA
Planner

Matthew Velez Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEnglish Language TeacherHigh School TeacherSecondary School TeacherManufacturing LaborerLaborer

Experience & Education

Work

Company:
Boao tongwen international culture exchange
Foreign english teacher
Company:
Axa advisors
Financial consultant

Skills

Microsoft Project, Office 2010, Microsoft Access

Carmen Venturo Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentArt DirectorProduction DesignerDesign ManagerChief ExecutiveDancing Teacher

Experience & Education

Work

Company:
Engard arts
Art director
Company:
Primerica financial services - Orange, CA
Financial advisor

Mazen Asaad Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationSummer AssociateParalegalBachelor of ArtsBusiness AdministratorAdvisorClient Service OfficerCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Mayfair associates, llc - Los Angeles, CA
Summer associate
Company:
Mutual of america - Los Angeles, CA
Senior participant financial consultant

Allen Taylor Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerProgram DirectorDirector of Business DevelopmentCorporate ExecutiveChief ExecutiveOperations ManagerBusiness Development Manager

Experience & Education

Work

Company:
Waddell & reed financial, inc
Financial advisor
Company:
L-3 communications
Director business development

Hope Hamilton Fullerton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorContractorControllerIndependent Business OwnersTeam MemberManagers

Experience & Education

Work

Company:
Self employed
Financial consultant
Company:
Wasser filtration, inc - Fullerton, CA
Controller

Michael Metskas Orange, CA

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentProgram DirectorOperations ManagerBusiness AnalystAnalystAnalystsQuality EngineerProject EngineerCompliance EngineerEngineering SpecialistMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Qlogic corporation
Senior oem program manager
Company:
Henry jones insurance
Financial services representative / financial consultant/insurance sales

Wendy Cid Orange, CA

Professions & Specialties

Financial ConsultantLoan ProcessorFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficerLoan OfficersFinancial Analyst

Experience & Education

Work

Company:
Promontory risk review - Orange, CA
Financial analyst
Company:
Springboard solutions - Riverside, CA
Financial counselor & home loan processor

Manuel Angues Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinancial DirectorFinancial OfficerFinancial ManagerController

Experience & Education

Work

Company:
Nissan of north america, hearst corp
Financial/operational consultant
Company:
Beck/arnley world parts corporation
Cfo/controller

Andreas Reiter Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Parsonex securities, inc - Orange, CA
Financial advisor

Matthew Velez Orange, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProject ManagerInformation Technology SpecialistIT SpecialistEnglish Language TeacherHigh School TeacherSecondary School TeacherProject ManagersManufacturing LaborerLaborerSales ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Executive

Experience & Education

Position:
IT Project Manager at Roamba.com
Location:
Orange, California
Industry:
Information Technology and Services
Work history:
Roamba.com - Orange County, California AreaIT Project Managersince Mar 2012Bao Education - Chenzhou, Hunan Province, ChinaEnglish TeacherAug 2011 - Apr 2012
Financial Consultant at AXA Advisors

Scott Soldan Orange, CA

Professions & Specialties

Senior AnalystPolicy AnalystAnalystAnalystsOffice AdministratorOperations Manager

Experience & Education

Work

Company:
Northstar life services - Irvine, CA
Senior policy analyst
Company:
John p. deily, attorney at law - Irvine, CA
Office administrator (temporary position)

Skills

Financial Modeling, Budgeting, Forecasting, Cost Analysis, Ad hoc Reporting, Risk Management

Daniel Tudorache Orange, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerSenior Vice PresidentOperations ManagerVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Manager, Financial Services at The Prudential Insurance Company of America, Newark NJ.
Location:
Orange, California
Industry:
Financial Services
Work history:
The Prudential Insurance Company of America, Newark NJ. - Orange, CA.Manager, Financial Servicessince Jun 2012DVFG Advisors - King Of Prussia, PA.Senior Vice PresidentDec 2011 - Jun 2012
Financial Advisor at New York Life

Nader Razavi Orange, CA

Professions & Specialties

Certified Financial PlannerFinancial SpecialistFinancial Services ProfessionalPuchasing and Estimating ManagerFinancial Services Sales AgentAssistant Vice PresidentFinancial ManagerVice PresidentChief ExecutiveNotary PublicNotaryLawyerFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperAccount Service ManagerClient Service OfficerSales RepresentativeCustomer Service

Experience & Education

Position:
Senior Priority Banking Officer/Assistant Vice President at UNION BANK
Title:
CERTIFIED FINANCIAL PLANNER™ Practitioner
Location:
Orange, California
Industry:
Investment Management
Work history:
UNION BANK - Orange County, California AreaSenior Priority Banking Officer/Assistant Vice Presidentsince Aug 2009WACHOVIA Licensed Small Business Financial SpecialistJul 2007 - Aug 2009
Languages:
English, Farsi
Certifications:
CERTIFIED FINANCIAL PLANNER™, CFP®
Series 7 & 66, FINRA
Financial Advisor at Merrill Lynch

Jessica Jaquez Orange, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerRecruitmentMarketing ManagerMarketing AdministratorCustomer ServiceChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Be the match, operated by the national marrow donor program
Account executive, recruitment and community development
Company:
Club deportivo chivas usa - Carson, CA
Corporate marketing manager

Nate Tzeng Orange, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOffice AssistantOffice ClerkClerical SpecialistDoctor of Dental SurgeryTeam LeaderOperations ManagerBusiness AdministratorBachelor of ScienceChief ExecutiveFinancial ManagerStudent Worker

Experience & Education

Work

Company:
Melissa cheng dds inc
Office manager assistant
Company:
Ey "beam abroad" case competition
Case team leader

Skills

Microsoft Office: Advanced Excel

David Chaffin Orange, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberBusiness AdministratorSubstitute TeacherEducatorEducation ProfessionalInstructorJuris DoctorDoctor of PhilosophyMaster of Business AdministrationBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Wright, finlay & zak, llp - Newport Beach, CA
Associate litigation attorney
Company:
The honorable mitchel r. goldberg, united states bankruptcy court - Riverside, CA
Judicial extern

Steven Byun Orange, CA

Professions & Specialties

Financial Services Sales AgentAnalystRepresentativeAnalystsSales RepresentativeSales AgentStudent Worker

Experience & Education

Work

Company:
Lendingtree loans
Senior lock desk analyst
Company:
Bds marketing
In-store canon sales/marketing representative

Robert Mohle Orange, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystIndependent Business OwnersContractorCounselorAdvisorMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Cfa charterholder - Fresno, CA
Financial analyst credential
Company:
Mock iraqi and afghan villages - Fort Irwin, CA
Us army contractor

Carol Ogilvie Orange, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorAdvisorOperations ManagerMaster of Business Administration

Experience & Education

Work

Company:
California bank & trust
Vice president & branch manager
Company:
Merrill lynch - Costa Mesa, CA
Vice president & wealth advisor

Andrew Iles Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLaw ClerkJudicial Law ClerkJuris DoctorMaster of Public AdministrationBachelor of Arts

Experience & Education

Work

Company:
Alona cortese elder law center
Law clerk
Company:
Orange county district attorney's office, major fraud unit - Santa Ana, CA
Law clerk

Jeremy Gooden Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberApprenticeMaster of Business AdministrationBachelor of ScienceProject ManagersStudent Worker

Experience & Education

Work

Company:
The bedford group (tbg)
Associate
Company:
The bedford group (tbg)

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,...

Allen Taylor Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystMaster of Business AdministrationAdvisorCo-FounderFounderFounding MemberChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCertified Nurse AideNurseNurse Practitioner

Experience & Education

Position:
Financial Advisor, MBA, LUTCF / Financial Planner at FusionPoint Financial, Inc., Financial Advisor ...
Title:
Experienced Financial Advisor | Financial Planner | "Ignite your Portfolio"
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
FusionPoint Financial, Inc. - 1045 W. Katella Av., Suite 260, Orange, CA 92867Financial Advisor, MBA, LUTCF / Financial Plannersince Nov 2012SoCal FusionPoint Financial Group - Orange, CaliforniaFinancial Advisor / Financial Plannersince May 2013
Skills:
Investments, Investment Strategies, Strategic Financial Planning, Life Transitions, Disability...
Certifications:
Series 7
Series 66

Guy Hugaert Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales RepresentativeSales AgentSecurityBusiness AdministratorHealth Insurance AgentInsurance SalespersonInsurance ProfessionalUnderwriterArmy Lieutenant ColonelMaster of Business AdministrationMaster of ScienceWatchmanChief Networking OfficerOperations ManagerCustomer RelationsSports Game CoachSports TrainerSports Trainers

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Santa Ana, CAFinancial Advisorsince Dec 2012Bankers Life and Casualty - Brea, CAInsurance Sales RepresentativeJun 2012 - Nov 2012

Adam Kornegay Knoxville, TN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorPartnerChief ExecutiveProject ManagersSales ManagerSales Executive

Experience & Education

Position:
Partner at Pathfinder Strategic Solutions
Title:
Consultant to Financial Advisors and Financial Services Firms
Location:
Knoxville, Tennessee
Industry:
Financial Services
Work history:
Pathfinder Strategic Solutions - Knoxville, TNPartnersince Oct 2009Wells Fargo Advisors - Knoxville, TNFinancial AdvisorFeb 2007 - Oct 2009
Skills:
Business Strategy, Data Analysis, Business Planning, Series 7, Series 66, Credit Scoring,...

Rudi Heald Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance agentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Advisor at H & H Financial
Title:
Insurance Agent at H & H Financial
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
H & H Financial - Orange County, California AreaFinancial Advisorsince Oct 2010SelectData Account ExecutiveJun 2007 - Sep 2010
Languages:
German

Joe Davidson Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAgentClient Service OfficerSales RepresentativeFinancial AnalystAuditorTax PreparerFinance and Accounting SpecialistTax AccountantAccounting BookkeeperBookkeeperOwnerChairpersonChief ExecutiveDoctor of EducationClergyCustomer ServiceSupporting MemberTeam MemberCertified Nurse AideNurseNurse PractitionerHuman Resources SpecialistRecruitmentComedianEntertainer

Experience & Education

Position:
Payroll Processor at Big Fish Payroll Services, Owner | Enrolled Agent | Registered Tax Preparer at ...
Title:
Enrolled Agent, Financial Analyst, Operations Audit Specialist, Accountant, Auditor, Customer Service Expert
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Big Fish Payroll Services - Orange, CAPayroll Processorsince Jul 2012TaxAdviceGuys.com Owner | Enrolled Agent | Registered Tax Preparersince Aug 2010
Senior Representative | Financial Advisor at Primerica

Cecilia Peña Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRestaurant ServerFood ServerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBartenderVolunteerOrganization ManagementFront Office ReceptionistNon-ProfitCashierStudent WorkerMediatorOperations Manager

Experience & Education

Position:
Server at Cafe Tu Tu Tango
Location:
Irvine, California
Industry:
Financial Services
Work history:
Cafe Tu Tu Tango - Orange, CAServersince May 2013Paradise Café - Irvine, CAServer/BartenderAug 2010 - Apr 2013
..weekly and email to ASUCI's financial advisor

Richard Jackman Santa Ana, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalChief Investment OfficerFinancial ManagerManagement AnalystsSchool PrincipalSchool AdministratorEducational ManagerModeratorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerService Operations ExpertTax AccountantCommodities Clerk

Experience & Education

Position:
Chief Investment Officer at Barth Financial Advisors, LLC, Registered Principal at JW Cole, Loan...
Title:
Certified Financial Planner™ Practitioner specializing in Comprehensive Financial / Wealth Mgmt & Asset Protection
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Barth Financial Advisors, LLC - 333 City Blvd West, Suite 2050 Orange, CA 92868Chief Investment Officersince Jun 1995JW Cole - 333 City Blvd West, Ste 2050, Orange, CA 92868Registered Principalsince Jun 2012
Skills:
Comprehensive Financial Planning, Alternative Investments, Wealth Management, Investment Advisory,...
Certifications:
Certified Financial Planner™ Practitioner, Certified Financial Planner Board of Standards, Inc
Indepentdent Financial Advisor

Kevin Mcdaniel Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeAgentSales RepresentativeHealth Insurance AgentInsurance SalespersonInsurance ProfessionalUnderwriterAdvertising ProfessionalAdvertising Sales AgentCustomer ServiceAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial...
Title:
Financial Services Professional at Transamerica Financial Advisors, Inc.
Location:
Orange County, California Area
Industry:
Marketing and Advertising
Work history:
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division - Orange, CAInvestment Advisor Representativesince Jan 2012CMG Mortgage Certified HOA agentsince Oct 2007
Skills:
Public Speaking, Presenter, Estate Planning, Insurance, Loans, Fixed Annuities, Credit, Sales...
Languages:
Spanish
Financial Advisor and RIA Practice Management Grou..

Morgan Windbiel Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsLaw SpecialistLawyerApprenticeBusiness AdministratorConservatorAdvocateChancellorJudicial Law ClerkJuristLegal CounselChief JudgeJudgeJuris DoctorBachelor of ScienceGovernment Administration ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerOperations ManagerCommunity Service Manager

Experience & Education

Position:
Tax Analyst at Council On State Taxation
Location:
Washington, District Of Columbia
Industry:
Law Practice
Work history:
Council On State Taxation - Washington, D.C.Tax Analystsince Jan 2013Ernst & Young - Washington D.C.State and Local Tax Group ExternSep 2012 - Dec 2012
Financial Advisor Intern at Wachovia Securities

Duane Delp Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorSupporting MemberAdvisorTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness AdministratorChief ExecutiveOperations Manager

Experience & Education

Position:
Business Solutions Consultant at International Auto Group, Inc.
Title:
I help companies find solutions to their business need.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
International Auto Group, Inc. - Santa Ana, CABusiness Solutions Consultantsince Jan 2013Prudential Insurance Company of America, Newark, NJ - Orange, CAFinancial Professional AssociateAug 2012 - Feb 2013
Financial Advisor at Wells Fargo Advisors Financia..

Nani Plaza Santa Ana, CA

Professions & Specialties

CounselorSpeakerAdvisorSpokespersonRepresentativeWellness and FitnessPartnerChief Executive

Experience & Education

Position:
Sales and marketing (part-time) at Migliore Gourmet, Consultant, Seminar Organizer & Speaker at ...
Title:
Hybrid Professional
Location:
Orange County, California Area
Industry:
Health, Wellness and Fitness
Work history:
Migliore Gourmet - Southern CaliforniaSales and marketing (part-time)since Nov 2010Hundred and Beyond - Orange County, CAConsultant, Seminar Organizer & Speakersince Aug 2006
Financial Counselor

Wendy Cid Ontario, CA

Professions & Specialties

Financial Services Sales AgentLoan OfficersCounselorAdvisorFinancial Analyst

Experience & Education

Work

Company:
Neighborhood partnership housing services - Ontario, CA
Housing counselor
Company:
Robert half international - Orange, CA
Financial analyst

Phillip Martin Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction Manager

Experience & Education

Work

Company:
American advisors group
Senior financial advisor
Company:
Flavor chambers
Product manager

Kevin Carver Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentRepresentativeExaminerSupervisorBusiness AdministratorInspectorManagersDriverAuditorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ScienceAssociate of ArtsInstructorPedagogueOperations Manager

Experience & Education

Title:
Results Oriented Professional seeking next opportunity
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Transitioning to similar or differing opportunity for the best possible mutual fit - Southern CaliforniaNot applicableJul 2012 - Apr 2013AFA Claim Services - Cerritos, CACasualty / Liability AdjusterNov 2010 - Jun 2012
Financial Advisor Trainee at Edward Jones

Allan Gardner Saint Louis, MO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerOperations ManagerSales RepresentativeSales AgentSenior Customer Service RepresentativeClient Service OfficerEntrepreneurManagersSports EditorEditing ProfessionalWriting and Editing ProfessionalWriter and EditorPsychology SpecialistCustomer Service

Experience & Education

Position:
First Vice President - Investment Officer at Wells Fargo Advisors, LLC
Title:
First Vice President - Investment Officer
Location:
Greater St. Louis Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Chesterfield, MOFirst Vice President - Investment Officersince Jul 2000PaineWebber First Vice President - InvestmentsApr 1994 - Jul 2000
Skills:
Financial Advisory, Psychology, english, Retirement Planning, Series 7, Wealth Management, Asset...



Financial Consultants near Orange, CA04198381,2571,6762,095Santa AnaIrvineCosta MesaAnaheimBreaFullertonTustinGarden GroveWestminsterYorba Linda