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Financial Consultants in California

Financial Consultants in Orinda, CA

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10 results found

Jennifer Napple San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Walnut Creek, CAFinancial Advisorsince Mar 2013Fidelity Investments - Walnut Creek, CARelationship ManagerApr 2010 - Mar 2013
Full Profile

Nancy Gire San Francisco, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Operations • Vice President • Financial Manager • Operations Manager • Chief Executive • Senior Advisor • Advisor

Experience & Education

Position:
Senior Financial Advisor, CPA, CFP at J.P. King & Associates, Inc.
Title:
CPA, CFP, Director of Operations, J.P. King Advisors, Inc.
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
J.P. King & Associates, Inc. Senior Financial Advisor, CPA, CFPsince 2008Strategic Advisory Services, Inc. - Orinda, CAVice President, Senior Advisor1997 - 2006
Full Profile

Dan Albert San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Board Member • Chairperson • Chief Executive • Operations Manager • Management Team Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President - Financial Advisor at Morgan Stanley, Director at Mechanics Bank
Title:
First Vice President - Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - 322 Theatre Square, Orinda, CA 94563First Vice President - Financial Advisorsince Jun 2011Mechanics Bank - 1111 Civic Drive, Walnut Creek, CADirectorsince Oct 1995
Full Profile

Jay Woo San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Master of Science • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment consultant at TD Ameritrade
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
TD Ameritrade Investment consultantsince Sep 2002Morgan Stanley - Orinda, CAFinancial AdvisorFeb 2000 - Sep 2002
Full Profile

Michael Pejza Orinda, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Treasurer • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Vega therapeutics, inc. - South San Francisco, CA
Financial consultant
Company:
Thoratec corporation - Pleasanton, CA
Corporate treasurer
Full Profile

Matthew Peake Orinda, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Deputy Director • Manager • Chief Administrative Officer • Deputy Manager • Chief Executive • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Training and Coaching Professional • Professional Development Teacher • Paraprofessional • Support Worker • Hospital Care Professional • Psychology Specialist • Health Professional • Health Practitioner • International Affairs • Management Analyst • Analysts • Non-Profit • Advisor • Clergy • Master of Science • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Computer Specialist

Experience & Education

Position:
Associate Director - Manager Training Operations at Moody's Analytics
Location:
Orinda, California
Industry:
Professional Training & Coaching
Work history:
Moody's Analytics - San Francisco Bay AreaAssociate Director - Manager Training OperationsBAYADA Home Health Care - Hanalei, HIParaprofessional - Contract Position2012 - 2012
Financial Consultant at Merrill Lynch
Full Profile

Dorothy Copenhaver San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Personal Secretary • Coordinator • Office Clerk • Clerical Specialist • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Secretary • Administrative Associate • Philanthrope • Construction • Administrative Clerk • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chairperson • Marketing Manager • Chief Executive • Editor • Homebuilder • Builder • Construction Specialist • Construction Laborer • Internet Marketing Manager • Web Marketer • Recruitment

Experience & Education

Position:
Office Manager at Beckner Contracting and Management
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Beckner Contracting and Management Office Managersince Apr 2013To a Realtor at Pacific Union - Orinda, CAPart-Time Admin & Personal AssistantMar 2011 - Mar 2013
Skills:
Microsoft Office, Administration, Copywriting, Strategic Planning, Customer Relations, Excel,...
Each financial advisor was required to "re-paper" all o..
Full Profile

Annie Carroll San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Account Associate • Sales Executive • Owner • Vice President • Chief Executive • Territory Account Manager • Agent • Sales Representative • Representative • Advisor • Area Manager • Managers • Bachelor of Arts • Computer Software Professional • Database Administration Professional • Database Administrator • Software Developers

Experience & Education

Position:
Business Development Officer at PENSCO Trust Company
Title:
I
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
PENSCO Trust Company Business Development Officersince Feb 2013Forward Investing - San Francisco, CASales AssociateFeb 2012 - Nov 2012
Skills:
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Salesforce.com,...
Financial Consultant at Wells Fargo Advisors
Full Profile

Leslie Dickson Orinda, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Law Clerk • Judicial Law Clerk • Tutor • Counselor • Advisor • Paralegal • Litigation Support Specialist • Business Administrator • Supporting Member • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Juris Doctor • Operations Manager

Experience & Education

Work

Company:
Bonnie johnson law
Law clerk
Company:
Winter nights
Tutor and mentor
Full Profile

Vera Duplan Orinda, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Economist • Counselor • Business Consultant • Advisor • Director • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Locus technologies
Economist/consultant
Company:
Locus technologies - Orinda, CA
Business consultant
Full Profile

Financial Consultants near Orinda, CA01,0932,1863,2794,3725,465San FranciscoOaklandWalnut CreekConcordSan RamonBerkeleyHaywardDanvilleLafayetteAlameda


Financial Consultants around Orinda, CA

Alameda  (25)
Alamo  (6)
Benicia  (4)
Berkeley  (57)
Concord  (76)
Danville  (30)
Hayward  (52)
Lafayette  (25)
Moraga  (9)
Oakland  (181)
Pinole  (3)
Richmond  (23)
Rodeo  (5)
San Francisco  (5,465)
San Leandro  (17)
San Lorenzo  (5)
San Ramon  (63)
Vallejo  (24)
Walnut Creek  (141)

Financial Consultants in California

Sub-specializations

Financial Consultant  (10)