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Financial Consultants in California

Financial Consultants in Peninsula Village, CA

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7 results found

Gavin Kim Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Analyst • Supporting Member • Advisor • Analysts • Team Member • Fiduciary • Trust Law Attorney • Lawyer • Real Estate Sales Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Management Specialist at Wells Fargo - The Private Bank
Title:
Assistant Vice President - Investment Management Specialist at Wells Fargo Wealth Management Group
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Wells Fargo - The Private Bank - Brentwood, CAInvestment Management Specialistsince Jul 2009Wells Fargo Investments Financial Consultant AssociateJun 2007 - Jul 2009
Full Profile

Nathan Entrekin San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Development Director • Sales Director • HR Manager • Sales Manager • Webmaster • Web Developer • User Interface Designer • Software Developers • Philanthrope • Non-Profit • Market Analyst • Market Research Analyst

Experience & Education

Position:
Director of Development at The Entrekin Foundation
Location:
San Francisco Bay Area
Industry:
Philanthropy
Work history:
The Entrekin Foundation - Orinda, CaliforniaDirector of Developmentsince Jun 2012GigaOM - San Francisco, CASales Director, GigaOM ResearchFeb 2010 - Jan 2013
Languages:
Spanish
Recruited new financial advisor to reorganize market investments..
Full Profile

Gregory Trost Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc., Financial...
Title:
Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Westwood, CAFinancial Advisor, Associate Vice Presidentsince May 2013MetLife Financial Planner, Financial Services Representative CA Insurance Lic #0D62963since 2002
Full Profile

Charles Winckler Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Board Member • Treasurer • Operations Manager • Chief Executive • Management Team Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Tax Preparer • Tax Accountant • Computer Software Professional • Software Developers

Experience & Education

Position:
CFO at NeuoSigma, Inc., Financial Consultant at Row 44, Inc.
Title:
CFO-NeuroSigma & Sr. Financial Consultant-Row 44
Location:
Greater Los Angeles Area
Industry:
Venture Capital & Private Equity
Work history:
NeuoSigma, Inc. - Westwood, CACFOsince Aug 2010Row 44, Inc. Financial Consultantsince Jul 2008
Skills:
Financial Modeling, Mergers, Due Diligence, Start-ups, Accounting, Internal Controls, Financial...
Full Profile

Joshua Luskin Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Fiduciary • Trust Law Attorney • Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Marketing Administrator • Market Analyst • Market Research Analyst • Recruitment

Experience & Education

Position:
Associate Director of Investments at Oppenheimer & Co.
Location:
Los Angeles, California
Industry:
Financial Services
Work history:
Oppenheimer & Co. - Westwood, CAAssociate Director of Investmentssince Mar 2013Merrill Lynch - Greater Los Angeles AreaFinancial AdvisorJun 2012 - Mar 2013
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Shawn Jaberzadeh Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Region Manager • Area Manager • Managers

Experience & Education

Position:
Regional Director at Dimensional Fund Advisors
Title:
Dimensional Fund Advisors
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Dimensional Fund Advisors - Santa Monica, CARegional Directorsince Apr 2006UCLA Fund - West LA ChapterYoung Alumni Development CouncilJun 2011 - Jun 2012
..a regional director in Dimensional's Financial Advisor Services group
Full Profile

Seth Matheson Los Angeles, CA

Professions & Specialties

School Principal • School Administrator • Educational Manager • Designer • Owner • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Interior Designer • Interior Design Specialist

Experience & Education

Position:
Principal Designer / Owner at The Design Directive
Location:
Greater Los Angeles Area
Industry:
Design
Work history:
The Design Directive - Greater Los Angeles AreaPrincipal Designer / Ownersince Mar 2013Nadia Geller Designs - Greater Los Angeles AreaInterior DesignerOct 2010 - Feb 2013
Languages:
English, Spanish, French
Financial Counselor at UCLA Health System
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Financial Consultants near Peninsula Village, CA01530456075ChicoOrovilleGrass ValleyForest RanchOregon HouseSusanville


Financial Consultants around Peninsula Village, CA

Chico  (72)
Forest Ranch  (1)
Grass Valley  (4)
Oregon House  (1)
Oroville  (5)
Susanville  (1)

Financial Consultants in California

Sub-specializations

Financial Consultant  (7)
Financial Management Analyst  (2)