Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in California

Financial Consultants in Palm Desert, CA

Find a professional & check records

Here is a complete directory of nearly every available Financial Consultants in your town.

Be sure to research other towns near here to find the names of more service providers.

The Trustoria Directory provides everyone with all the professional records needed to know the best Financial broker for any need.

35 results found

Reesa Manning Palm Desert, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founding Member • Army Lieutenant Colonel • Model • Advisor • Organization Management • Managers • Graphic Design Specialist • Graphic Designer

Experience & Education

Position:
Vice President and Senior Financial Advisor at Integrated Wealth Management
Location:
Palm Desert, California
Industry:
Financial Services
Work history:
Integrated Wealth Management - 74 245 Hwy 111 Palm Desert Ca. 92270Vice President and Senior Financial Advisorsince Aug 2009Women Leaders Forum Board Member2004 - 2010
Skills:
Wealth Management, Investment Strategies, Estate Planning, Financial Planning, Investments, Asset...
Full Profile

Jason Kiddoo Palm Desert, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Operations Manager • Customer Relations • IT Specialist

Experience & Education

Position:
Associate Financial Consultant at Charles Schwab
Location:
Indian Wells, California
Industry:
Financial Services
Work history:
Charles Schwab - Indian Wells, CAAssociate Financial Consultantsince Sep 2011MB Trading - El Segundo, CASales/Project MangerMay 2006 - Sep 2011
Full Profile

Anthony Maddelina Palm Desert, CA

Professions & Specialties

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

Experience & Education

Position:
Vice President at Morgan Stanley Global Wealth Management
Location:
Palm Desert, California
Industry:
Investment Management
Work history:
Morgan Stanley Global Wealth Management - Indian Wells, Ca.Vice Presidentsince Sep 2008AIG Financial Advisors Investment AdvisorNov 2002 - Sep 2008
Skills:
Finance, Hedge Funds, Capital Markets, Business Strategy, Securities, Retirement Planning,...
OSJ and Financial Advisor
Full Profile

Richard Marek Palm Desert, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Indian Wells, California
Industry:
Financial Services
Work history:
Merrill Lynch - Indian Wells, CA, 92210Financial Advisorsince Jan 2011
Full Profile

Erica Espinola Palm Desert, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
at Merrill Lynch
Location:
Palm Desert, California
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Jun 2007Merrill Lynch Financial AdvisorMay 2005 - Jun 2007
Full Profile

Kelly Dougherty Palm Desert, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Director • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, Financial Advisor, Family Wealth Director at Morgan Stanley Wealth...
Title:
Senior Vice President, Financial Advisor, Family Wealth Director at Morgan Stanley Wealth Management
Location:
Palm Desert, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Senior Vice President, Financial Advisor, Family Wealth Director at Morgan Stanley Wealth Managementsince Dec 2008UBS First Vice President Wealth ManagementJul 1984 - Nov 2008
Full Profile

Victoria Carnovale Palm Desert, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Rental Sales Agent • Client Service Officer • Rental Clerk • Crewman • Team Member • Customer Service • Data Entry Specialist • Data Scientist

Experience & Education

Work

Company:
Hotel timeshare resales
Rental agent
Company:
Gary mcdonald - Bermuda Dunes, CA
Financial advisor
Full Profile

Robert Richardson Palm Desert, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Senior Manager • Director of Operations • Operations Manager • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Human Resources Specialist • Recruitment • Bachelor of Science

Experience & Education

Work

Company:
Jabco
Business / financial consultant
Company:
Better business bureau - Colton, CA
Director of operations
Full Profile

Christiane Joubert Palm Desert, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Region Manager • Human Resources Specialist • Recruitment • Payroll Administrator • Payroll Supervisor • Compensations and Benefits • Advertising Professional • Advertising Sales Agent • Management Consultant • Non-Profit • Area Manager • Managers • Management Analyst • Analysts • Sales Manager • Sales Director • Vice President • HR Manager • Operations Manager • Chief Executive • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Counselor • Business Administrator • Leader • Team Member • Bachelor of Science • Master of Business Administration • Master of Science • Educator • School Administrator • Educational Manager • Education Professional • Instructor • Client Service Officer • Customer Service

Experience & Education

Position:
Regional Director - Business Development at NetPay Payroll
Location:
Palm Desert, California
Industry:
Marketing and Advertising
Work history:
NetPay Payroll - Rancho Mirage, CARegional Director - Business Developmentsince Jul 2013CJ Enterprises - Palm Desert, CAMarketing, PR, Sales and Management ConsultantJul 2010 - Jul 2013
Skills:
Strategy, Investments, Financial Services, Financial Advisory, Strategic Planning, Relationship...
Languages:
French (used to be fluent), Spanish (conversant), Italian (conversant), Arabic (speak a little)
Full Profile

Caryl Beltchenko Palm Desert, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Risk Officer • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Marketing Manager • Agent • Sales Support • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Bachelor of Science • Master of Science • School Administrator • Educational Manager

Experience & Education

Position:
Administrative Manager at Merrill Lynch
Location:
Indian Wells, California
Industry:
Financial Services
Work history:
Merrill Lynch - Indian Wells, CAAdministrative Managersince Feb 2011Morgan Stanley Smith Barney Complex Risk OfficerDec 2010 - Mar 2011
Skills:
FINRA, Series 7, Series 24, Series 63, Securities, Mutual Funds, AML, Wealth Management, Investment ...
Full Profile

Brette Maclean Palm Desert, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor • Vice President • Chief Executive • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager • Psychology Specialist

Experience & Education

Position:
Vice President at MacLean Capital Advisors LLC, Investment Advisor at MacLean Capital Advisors, LLC
Title:
Investment Advisor at MacLean Capital Advisors, LLC
Location:
Indian Wells, California
Industry:
Investment Management
Work history:
MacLean Capital Advisors LLC - Indian WellsVice Presidentsince Feb 2009MacLean Capital Advisors, LLC - Indian Wells CaliforniaInvestment Advisorsince Feb 2009
Skills:
Investment Advisory, Portfolio Management, Wealth Management, Financial Advisory
Financial Advisor at Merrill Lynch
Full Profile

Deborah Kearney Palm Desert, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Counselor • Advisor • Marketing Manager • Director • Operations Manager • Marketing Administrator • Nurse • Nurse Practitioner • Supervisor • Coordinator • Contractor • Managers • Chief Executive Officer • Manager • Corporate Executive • Chief Executive • Data Scientist • Independent Business Owners

Experience & Education

Title:
Health Care Professional
Location:
Palm Desert, California
Industry:
Hospital & Health Care
Work history:
Self-Employed Consultant2006 - 2013Care Plus Professional Caregivers Client Services Director and Marketing ManagerJan 2004 - Jan 2008
Skills:
Office Management, Research, Business Strategy, Event Management, Data Entry, Public Speaking, New...
Languages:
German
Admitting/Financial Counselor at Charter Behavioral Health H..
Full Profile

Deanna Norris Palm Desert, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Chief Administrative Officer • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • School Principal • School Administrator • Educational Manager • Customer Service • Managers

Experience & Education

Position:
Branch Operations Manager at E*TRADE Financial
Location:
Playa Del Rey, California
Industry:
Financial Services
Work history:
E*TRADE Financial Branch Operations Managersince Mar 2013Merrill Lynch - Indian Wells, CAAdministrative Manager / Client Relationship ManagerSep 2005 - Apr 2012
Skills:
Series 7, Series 66, Series 24, Series 4, Series 53, CA Insurance License, Compliance, Self-driven, ...
Financial Advisor at New York Life Insurance Compa..
Full Profile

Pamela Plick Palm Desert, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Adjunct Instructor • Lecturer • Postsecondary Teacher • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Owner at Pamela Plick, Certified Financial Planner™, Adjunct Faculty at University of Redlands
Title:
Certified Financial Planner ™ practitioner
Location:
Indian Wells, California
Industry:
Financial Services
Work history:
Pamela Plick, Certified Financial Planner™ - 45-025 Manitou Drive, Suite 14, Indian Wells, CA 92210Ownersince Sep 2003University of Redlands - Riverside, CAAdjunct Facultysince Jul 2012
Certifications:
Certified Divorce Financial Analyst®, Institute for Divorce Financial Planners
Accredited Wealth Management Advisor™, College For Financial Planning
Financial Advisor at Edward Jones
Full Profile

Kristin Bloomer Palm Desert, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Chairperson • Chief Executive • Commissioner • Mediator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Community Service Manager • Apprentice • Support Worker • Government Administration Professional • Food Server • Student Worker

Experience & Education

Position:
Branch Operations Manager at Franz Tatum Wealth Management, President at Palm Springs SunUp Rotary...
Title:
Branch Operations Manager
Location:
Palm Desert, California
Industry:
Financial Services
Work history:
Franz Tatum Wealth Management - Palm Desert, CABranch Operations Managersince Jan 2010Palm Springs SunUp Rotary Club - Palm Springs, CAPresidentsince Mar 2009
Financial Advisor at Wells Fargo Advisors
Full Profile

Maria Himelman Palm Desert, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Partner • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at HopeCare Professional Caregiving Agency, Owner/Administrator at Desert Hyperbaric Medicine
Title:
Owner/Administrator at Desert Hyperbaric Medicine
Location:
Palm Desert, California
Industry:
Hospital & Health Care
Work history:
HopeCare Professional Caregiving Agency Partnersince 2010Desert Hyperbaric Medicine - Palm Desert, CAOwner/Administratorsince Oct 2009
Financial Advisor at Morgan Stanley
Full Profile

Jayson Barrett Palm Desert, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Accounting Professor • Business Teacher • Accounts Payable Manager • Charge Authorizer • Accounts Payable Specialist • Accounts Payable • Credit Analyst • Loan Accountant • Bachelor of Science

Experience & Education

Work

Company:
Ashford university
Accounting professor
Company:
Ashford university
Accounting professor
Full Profile

Shantel Cain Palm Desert, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Supervisor • Managers • Manager • Sales Manager • Assistant Manager • Retail Sales Manager

Experience & Education

Work

Company:
All seasons air conditioning, plumbing & heating, inc
Operations manager
Company:
Premier residential services
Supervisor of client services
Full Profile

Mark Burke Palm Desert, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Supervisor • Managers • Technician • Advisor • Technical Specialist • Technical Support Specialists • High School Diploma

Experience & Education

Work

Company:
Cymetrix corp
Patient access manager
Company:
Cymetrix corp - Irvine, CA
Patient access dept supervisor ed

Skills

Staff Management, Motivator, Microsoft Office, Graphs, Statistics/Trending, Power Point Presentations.
Full Profile

Mariya Dunkel Palm Desert, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Work

Company:
Fidelity investments
Private client specialist
Company:
Wells fargo - Palm Desert, CA
Registered premier banker
Full Profile

Signe Beck Palm Desert, CA

Professions & Specialties

Financial Services Sales Agent • Agent • Sales Representative

Experience & Education

Work:
Keller Williams
Palm Desert, CA
(760) 409-5181 (Phone)
License #01414494
About:
I represents luxury home buyers and sellers with superb detail and focus to create the best...
I was a Financial Consultant for eight years
Full Profile

Terry Forward Palm Desert, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Team Member

Experience & Education

Work:
Coldwell Banker Commercial NRT
Palm Desert, CA
(760) 899-7592 (Phone)
About:
Terry Forward is a Commercial Associate with Coldwell Banker Commercial NRT. Specializing in...
Full Profile

Ryan Manos Palm Desert, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Property Manager • Real Estate Manager

Experience & Education

Work:
Windermere
Palm Desert, CA
(760) 610-3863 (Phone)
License #01825225
About:
Ryan moved to the wonderful city of Indian Wells just over three years ago from Newport Beach....
..financial firm Morgan Stanley as a Financial Advisor
Full Profile

Ryan Manos Palm Desert, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Property Manager • Real Estate Manager

Experience & Education

Work:
Windermere Real Estate
Palm Desert, CA
(949) 278-0759 (Phone)
About:
Ryan moved to the wonderful city of Indian Wells just over three years ago from Newport Beach....
..financial firm Morgan Stanley as a Financial Advisor
Full Profile

Dimitar Mushkov Saint Louis, MO

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Advisor • Representative • Counselor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Juris Doctor • Bachelor of Science • Chief Executive

Experience & Education

Position:
Financial Services Representative/ Investment Advisor Representative at MetLife
Location:
Greater St. Louis Area
Industry:
Financial Services
Work history:
MetLife - 635 Maryville Centre Dr. # 200 St. Louis, MO 63141Financial Services Representative/ Investment Advisor Representativesince Jul 2011Edward Jones - Greater St. Louis AreaFinancial AdvisorJul 2009 - Jul 2011
Languages:
Bulgarian, German, Russian
Full Profile

Joseph Solomon Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Art Director • Production Designer • Design Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Principal • School Administrator • Educational Manager • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Owner and CEO at "ILLUMINATIONS", Owner at Joe Solomon, inc.
Title:
Owner and chairman at Joseph M. Solomon Consulting Haircare Services, LTD
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
"ILLUMINATIONS" - Office: 45410 unit A Panorma Drive, Palm Desert Ca. 92260,Owner and CEOsince Jan 2013Joe Solomon, inc. - 45428, Deep Canyon Road. Unit B, Palm Desert Ca. , 92260Ownersince Jan 2009
Full Profile

Karen Lacey Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Author • Editor • Proofreader • Independent Contractor • Guide • Contractor • Tour Guide • Golfer • Athletes • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Writer at Karen Lacey, Self-Employed
Title:
Amazon Bestselling Author; Collaborator/Ghostwriter/Editor/Copyeditor of 25+ published books
Location:
Greater Los Angeles Area
Industry:
Writing and Editing
Work history:
Karen Lacey, Self-Employed - Palm Desert, CAWritersince 2008Merrill Lynch/Morgan Stanley - Palm Desert, CAAssociate Vice President/Certified FInancial Planner1998 - 2008
Languages:
English, Spanish
Financial Advisor
Full Profile

Brett D'orlando Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Chief Executive Officer • Partner • Assistant Vice President • Corporate Executive • Chief Executive • Vice President • Operations Manager • Graphic Designer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director, Partner at HighTower Advisors
Title:
at HighTower Advisors
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
HighTower Advisors Managing Director, Partnersince May 2011Merrill Lynch - Indian Wells, CaSenior Financial Advisor, Assistant Vice PresidentMay 2004 - May 2011
Skills:
Retirement Planning, Alternative Investments, Estate Planning, Financial Planning, Risk Management, ...
Languages:
Spanish
Full Profile

Gloria Franz Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at Franz Tatum Wealth Management
Title:
Owner, Franz Tatum Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Franz Tatum Wealth Management - 34220 Gateway Drive Ste 100 Palm Desert, CA 92211Ownersince Jan 2007SmithBarney - Palm Desert, CA 92260Financial AdvisorOct 2000 - Jan 2007
Full Profile

Debbie Ramirez Riverside, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Dean • Higher Education Professional • School Administrator • Educational Manager • Articled Clerk • Lawyers • Tax Clerk • Revenue Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Entrepreneur • Organization Management • Technical Specialist • Technical Support Specialists • Managers • Psychologist • Director • Chief Executive • Operations Manager • Data Scientist • Recruitment • Psychology Specialist

Experience & Education

Position:
Senior Administrative Assistant at College of the Desert
Title:
Senior Administrative Assistant
Location:
Riverside, California
Industry:
Education Management
Work history:
College of the Desert - Palm Desert, CASenior Administrative Assistantsince Feb 2011Associated Business Services - Indio, CATax ClerkDec 2011 - May 2012
Skills:
• 9 years of Accounts Payables/Receivables, 5 years of Payroll, 10+ Financial An, Community...
Languages:
Spanish
Full Profile

Bill Laugaland San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Caregiver • Wellness and Fitness • Nursing Assistant • Non-Profit • Advisor

Experience & Education

Position:
Senior Vice-President at US Tele-Medicine, Owner at Capital Stewardship Consultants
Title:
Senior Vice-President at US Tele-Medicine
Location:
Greater San Diego Area
Industry:
Health, Wellness and Fitness
Work history:
US Tele-Medicine - Palm Desert CASenior Vice-Presidentsince Jul 2011Capital Stewardship Consultants Ownersince May 2004
Skills:
New Business Development, Leadership Development, Medicine, Healthcare, Team Building, Management,...
Financial consultant to churches
Full Profile

Brett Gottlieb Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Director of Operations • Marketing Director • Vice President • Chairperson • Founding Member • Chief Executive • Operations Manager • Advisor • Marketing Manager • Internet Marketing Manager • Web Marketer • Database Administration Professional • Database Administrator • Entertainer

Experience & Education

Position:
Chief Operations Officer & Founder at OfficialQuote Insurance Services, LLC, Financial Advisor...
Title:
Founder at Comprehensive Advisor
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
OfficialQuote Insurance Services, LLC - El Segundo, CaliforniaChief Operations Officer & Foundersince Sep 2004Comprehensive Advisor - El Segundo, CAFinancial Advisor & Foundersince Jan 2011
Skills:
Lead Generation, Marketing Strategy, Direct Marketing, Customer Acquisition, Digital Marketing,...
Languages:
English, Hebrew
Full Profile

Park Randazzo Irvine, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Speaker • Spokesperson • Representative

Experience & Education

Position:
Investment Advisor at Select Portfolio Management, Motivational Speaker at Southern California
Title:
Financial Advisor at Select Portfolio Management
Location:
Irvine, California
Industry:
Higher Education
Work history:
Select Portfolio Management - Aliso Viejo, CAInvestment Advisorsince Jan 2012Southern California Motivational Speakersince Jan 2002
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Arnaud Sauvage Miami, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Counselor • Advisor • Analyst • Independent Contractor • Analysts • Contractor • Director • Land Acquisition Manager • Operations Manager • Acquisitions Manager • Purchasing Managers • Master of Business Administration • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Broker Associate at Barclay's Real Estate Group, Real Estate Consultant at The Sauvage Group
Title:
Broker Associate at Barclay's Real Estate Group
Location:
Miami/Fort Lauderdale Area
Industry:
Real Estate
Work history:
Barclay's Real Estate Group - Miami/Fort Lauderdale AreaBroker Associatesince Jun 2012The Sauvage Group - Miami/Fort Lauderdale Area/West Palm BeachReal Estate Consultantsince Nov 2006
Skills:
Real Estate Transactions, Due Diligence, Real Estate, Asset Managment, Investments, Valuation
Languages:
English, French
Financial Advisor at Merrill Lynch
Full Profile

Christopher Soukup Rancho Cucamonga, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Business Administrator • Team Member • Bachelor of Science • Sales Representative • Government Service Executive • Government Administration Officer • Civil Servant • Operations Manager

Experience & Education

Position:
Investment Consultant / PIC at TD Ameritrade
Title:
Investment Consultant at TD Ameritrade
Location:
Rancho Cucamonga, California
Industry:
Financial Services
Work history:
TD Ameritrade - Indian Wells, CAInvestment Consultant / PICsince Jan 2012TD Ameritrade CSSMay 2011 - Dec 2011
Skills:
Series 7, Series 66, Life Agent Licence, Retirement Planning, Series 63, Wealth Management,...
Financial Advisor Network,FAN,
Full Profile

Financial Consultants near Palm Desert, CA01224364860TemeculaRedlandsEscondidoMoreno ValleyMurrietaPalm SpringsIndioHemetRancho MirageLa Quinta


Financial Consultants around Palm Desert, CA

Aguanga  (1)
Banning  (1)
Beaumont  (5)
Calimesa  (2)
Coachella  (2)
Descanso  (1)
Escondido  (25)
Hemet  (11)
Indio  (12)
Joshua Tree  (1)
La Quinta  (10)
Moreno Valley  (21)
Murrieta  (19)
Palm Springs  (14)
Perris  (6)
Ramona  (5)
Rancho Mirage  (11)
Redlands  (26)
San Jacinto  (4)
Sun City  (6)
Temecula  (56)
Winchester  (4)
Yucaipa  (1)
Yucca Valley  (1)

Financial Consultants in California

Sub-specializations

Financial Adviser  (2)
Financial Consultant  (35)