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Financial Consultants in California

Financial Consultants in Palos Verdes Estates, CA

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17 results found

Krista Johnson Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Group Manager • Chief Executive Officer • Chairperson • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Training and Coaching Professional • Professional Development Teacher • Bachelor of Arts • Business Administrator • Area Manager • Managers • Team Member • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President, Sales Development Group Manager at Union Bank, President and Chief Executive...
Title:
Vice President, Sales Development Group Manager at Union Bank
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Union Bank - Greater Los Angeles AreaVice President, Sales Development Group Managersince Mar 2012KZ Nonprofit Consulting - Rancho Palos Verdes, CAPresident and Chief Executive Officersince Jul 2009
Certifications:
FINRA - Series 65, 6,26 and 63 Licensed
ChFC, The American College
..growing relationships with existing financial advisor and their clients
Full Profile

Patrick Baker Palos Verdes Estates, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Team Member

Experience & Education

Position:
Private Client Investment Assistant at J.P. Morgan
Title:
Private Client Investment Assistant
Location:
Palos Verdes Peninsula, California
Industry:
Banking
Work history:
J.P. Morgan - Rolling Hills EstatesPrivate Client Investment Assistantsince Oct 2011Chase Investment Services Corp. Financial AdvisorJan 2009 - Oct 2011
Full Profile

Nathan Taccini Palos Verdes Estates, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banking Manager • Financial Officer • Financial Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Lsa financial
Financial advisor
Company:
Diverse financial
Financial advisor
Full Profile

Ransford Mollison Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Business Consultant • Managers • Advisor • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Army Lieutenant Colonel • Customer Service

Experience & Education

Position:
Senior Account Executive at Mollison Insurance Services, Business/Financial Consultant at BaHN...
Title:
Entrepreneur Developer
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
Mollison Insurance Services - Rancho Palos Verdes, CASenior Account Executivesince Jun 2012BaHN Financial Services Business/Financial Consultantsince 2012
Full Profile

Nathan Lee Palos Verdes Estates, CA

Professions & Specialties

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

Experience & Education

Position:
Resident Director at Merrill Lynch, Financial Advisor at Merrill Lynch
Title:
Resident Director at Merrill Lynch
Location:
Rancho Palos Verdes, California
Industry:
Financial Services
Work history:
Merrill Lynch Resident Directorsince 2004Merrill Lynch Financial Advisorsince 2004
Full Profile

Tanja Bucur Palos Verdes Estates, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Manager • Operations Manager • Business Consultant • Advisor • Owner • Customer Relations • Manager • Marketing Manager • Chief Executive • Designer • Master of Business Administration • Bachelor of Arts • Graphic Designer • Brand Representative

Experience & Education

Work

Company:
Waddell & reed
Financial advisor
Company:
V & t auto consulting
Marketing & business manager

Skills

Financial Modeling, VBA, Investment Analysis & Porfolio Management, Graphic Design, Logo...
Full Profile

Karen Page Palos Verdes Estates, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Work

Company:
David lewis company (dlc, llc)
Financial consultant
Company:
Nalco company - Naperville, IL
Sec reporting manager

Skills

SEC filing requirements, pro forma financial preparation, IPOs, spin-offs, technical accounting and ...
Full Profile

Douglas Baker Palos Verdes Estates, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Counselor • Manager • Operations Manager • Business Administrator • HR Manager • Corporate Executive • Chief Executive • Founding Member • Marketing Manager • Bachelor of Science • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Special needs advisor
Special needs advisor / consultant
Company:
Morgan stanley smith barney - Costa Mesa, CA
Financial advisor / wealth manager
Full Profile

Joseph Simonell Palos Verdes Estates, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Marina financial
Financial consultant
Company:
Glenfed brokerage services
Investment consultant
Full Profile

Ross Jarvi Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Director • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Estimator • Chief Executive • Management Team Executive • Biologist • Biological Scientist

Experience & Education

Position:
Principal at Red Hawk Consulting, LLC.
Title:
www.see-farther.com
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Red Hawk Consulting, LLC. - Rancho Palos Verdes, CAPrincipalsince Oct 2012Dendreon Corporation - Seal Beach, CaliforniaDirector of AccountingJan 2011 - Oct 2012
..Series 65 test and registered as financial advisor
Full Profile

Kelly Moore Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President Perennial Financial Services at Perennial Financial Services, LPL Financial Planner...
Title:
Vice President at Perennial Financial Services
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Perennial Financial Services - Greater Los Angeles AreaVice President Perennial Financial Servicessince Jul 2013LPL Financial - Greater Los Angeles AreaLPL Financial Plannersince Jul 2013
Languages:
Spanish
Financial Advisor at Edward Jones
Full Profile

Robert Hempstead Palos Verdes Estates, CA

Professions & Specialties

Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Branch Manager • Marketing Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Branch Manager at E*TRADE Financial
Location:
Rancho Palos Verdes, California
Industry:
Financial Services
Work history:
E*TRADE Financial - Torrance, CABranch Managersince Sep 2011E*TRADE Financial Assistant Branch ManagerMay 2006 - Sep 2011
Financial Advisor at Morgan Stanley Dean Witter
Full Profile

Julia Chiang Lomita, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Professor • Coordinator • Managers • Secretary • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Customer Service

Experience & Education

Work

Company:
Mount olive lutheran church after school
Teacher & coordinator
Company:
Century structural engineering - Lomita, CA
Secretary
Full Profile

Anita Ip-ip Palos Verdes Estates, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Director • Operations Manager • Financial Director • Senior Finance Manager • Financial Officer • Financial Manager • Master of Business Administration • Advisor

Experience & Education

Work

Company:
Ttm technologies, inc - Santa Ana, CA
Financial controller - asia pacific region
Company:
Herbalife international of america, inc
Director, regional controller - pacific rim
Full Profile

Patricia Myhre Palos Verdes Estates, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Accountant • Project Manager • Manager • Chairperson • Project Managers • Operations Manager • Chief Executive • Business Administrator

Experience & Education

Work

Company:
Palos verdes peninsula chamber of commerce - Rolling Hills Estates, CA
Accountant/business projects manager
Company:
Silver spur elementary school - Rancho Palos Verdes, CA
Chair, events and fundraisers
Full Profile

Eric Douglass San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Fitness Trainer • Fitness Director • Workout Specialist • Sports Trainers • Wellness and Fitness • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Fitness Coach at Chrome Fit
Title:
Fitness Coach
Location:
San Jose, California
Industry:
Health, Wellness and Fitness
Work history:
Chrome Fit - San JoseFitness Coachsince May 2012Morgan Stanley Smith Barney - Rolling Hills Estates, CAFinancial AdvisorFeb 2009 - Dec 2011
Full Profile

Amy Hamm Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Marketing Manager • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Agent • Sales Representative • School Principal • School Administrator • Educational Manager • Bachelors Degree

Experience & Education

Position:
Agency Owner at Insurance Connections Northwest Inc.
Location:
Greater Seattle Area
Industry:
Insurance
Work history:
Insurance Connections Northwest Inc. - 14042 NE 8th St Ste 105 Bellevue, WA 98007Agency Ownersince Apr 2013Allstate Agency OwnerJul 2003 - Mar 2013
Skills:
Insurance, Home, Property & Casualty Insurance, CPCU - Pending Completion, Liability, Term Life ...
Financial Advisor at Prudential Securities
Full Profile

Financial Consultants near Palos Verdes Estates, CA01,0592,1183,1774,2365,295Los AngelesLong BeachTorranceEl SegundoRedondo BeachManhattan BeachVeniceSan PedroGardenaInglewood


Financial Consultants around Palos Verdes Estates, CA

Compton  (6)
El Segundo  (45)
Gardena  (13)
Harbor City  (3)
Hawthorne  (10)
Inglewood  (13)
Lawndale  (1)
Lomita  (3)
Long Beach  (140)
Los Angeles  (5,293)
Redondo Beach  (34)
San Pedro  (13)
Torrance  (63)
Venice  (23)

Financial Consultants in California

Sub-specializations

Financial Consultant  (17)
Financial Management Analyst  (3)
Funder  (2)