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Financial Consultants in Pleasanton, CA

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89 results found

Michael Teague Pleasanton, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentDirectorOwnerVice PresidentChief ExecutiveFinancial ManagerOperations ManagerAdvisorFiduciaryTrust Law AttorneyLawyersFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President, Financial Advisor, Senior Portfolio Manager at Morgan Stanley
Location:
Pleasanton, California
Industry:
Financial Services
Work history:
Morgan Stanley - 6160 Stoneridge Mall Rd. Pleasanton, CA 94588Senior Vice President, Financial Advisor, Senior Portfolio Managersince Jan 1994Teague Financial - Fremont, CAOwnerMar 1985 - Dec 1993
Languages:
American Sign Language

Woody Queen Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHospital Care ProfessionalHealth ProfessionalHealth PractitionerHuman Resources SpecialistRecruitmentTalent AgentBusiness AnalystAnalystProject AnalystAnalystsSystems ArchitectSoftware DevelopersFinancial DirectorOperations ManagerFinancial OfficerFinancial ManagerBachelor of ArtsMathematicsMathematicianFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant Specialist at Kaiser Permanente
Location:
Pleasanton, California
Industry:
Hospital & Health Care
Work history:
Kaiser Permanente - San Francisco Bay AreaFinancial Consultant Specialistsince Oct 2011Armanino McKenna LLP RecruiterJan 2011 - Oct 2011
Skills:
Executive Search, Financial Analysis, Accounting, Talent Acquisition, Human Resources, Finance,...

Nicholas Owens Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProfessorManagement AnalystAnalysts

Experience & Education

Work

Company:
Stratford schools
Lunch supervision & extended care teacher
Company:
Primerica corporation
Independent financial consultant - i-9 contracted

Lexi Davis Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor | Financial Planning Specialist at Morgan Stanley Wealth Management
Title:
Financial Advisor, Financial Planning Specialist at Morgan Stanley Wealth Management
Location:
Pleasanton, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Pleasanton, CAFinancial Advisor | Financial Planning Specialistsince 2009
Skills:
Wealth Management, Retirement Planning, Estate Planning, Financial Analysis, Strategic Financial...
Languages:
English, Chinese (Mandarin), Spanish, French, Catalan

Jatinder Singh Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentArchitectAdvisorStudent Worker

Experience & Education

Work

Company:
Sales force, inc
Oracle financial consultant
Company:
Beachbody llc
Oracle financial consultant

Chanelle Michael Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSystems AnalystIT AnalystAccounting ClerkAccounting BookkeeperBookkeeperBachelor of ArtsOperations Manager

Experience & Education

Work

Company:
Current employer
Current job title
Company:
Ubs financial services - Walnut Creek, CA
Financial advisor

Leigh Herrera Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersDirectorOperations Manager

Experience & Education

Work

Company:
Subway restaurants
Subway development - san fran
Company:
Massachusetts mutual life insurance co & aflac - Walnut Creek, CA
Independent financial advisor

Rajendran Sarangapani Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorIndependent ContractorProject Development SpecialistProcess SchedulerAdvisorContractorSkilled ProfessionalPlannerInformation Technology SpecialistUnix AdministratorIT SpecialistSystems AdministratorComputer Systems AdministratorAccounts ReceivableIndependent Business OwnersDesignersAgentSales RepresentativeManagerOperations ManagerMaster of Science

Experience & Education

Position:
Peoplesoft Financial Consultant at Clear Horizon computer services (Self-employed), FSCM Consultant ...
Title:
FSCM Consultant at Aptiva Corp
Location:
Pleasanton, California
Industry:
Information Technology and Services
Work history:
Clear Horizon computer services Peoplesoft Financial ConsultantAptiva Corp - San Francisco Bay AreaFSCM Consultantsince Feb 2007

Bruce Patchin Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales RepresentativeOperations ManagerLawyersAdvisor

Experience & Education

Work

Company:
Patchin financial solutions
Financial consultant
Company:
World savings/wachovia
Senior sales consultant

Skills

"Customer first" approach, GAAP compliance, implement internal controls, complete accounting close, ...

Zorina Cfa Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystMaster of ScienceManagerOperations ManagerSurvey Researcher

Experience & Education

Work

Company:
Kaiser permanente
Senior financial consultant
Company:
Irwin home equity - San Ramon, CA
Manager, analytical services and financial portfolio management

Skills

Financial Modeling, Strategic Planning, Forecast, Budget planning, NPV, IRR, asset valuations

Marc Faerber Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerManagerChief ExecutiveCorporate ExecutiveManagement Team ExecutiveOperations Manager

Experience & Education

Work

Company:
Amarantus biosciences, inc
Chief financial officer
Company:
Marc e. faerber
Business and financial advisor

Srikanth Sundararajan Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFounderChief Executive OfficerFounding MemberChief ExecutiveCorporate ExecutiveAdvisorTechnical Support Specialists

Experience & Education

Work

Company:
Vitius consulting inc
Founder/ceo
Company:
Merrill lynch - San Jose, CA
Financial advisor

Skills

Quantitative Finance, Venture Capital and Private Equity, Fixed Income Trading, Municipal Bonds,...

Brad Thornally Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCounselorAdvisorCustomer RelationsProject ManagersOperations Manager

Experience & Education

Work

Company:
63rd regional army support command - Mountain View, CA
Financial counselor
Company:
Self-employed - Pleasanton, CA
Real estate counselor

Mark Cpc Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHealth Information ManagerHealth Services AdministratorMedical Services ManagerHealth Services ManagerAnalystAnalystsSchool PrincipalSchool AdministratorEducational Manager

Experience & Education

Work

Company:
University of california
Financial case manager (analyst)
Company:
University of california - San Francisco, CA
Financial counselor (principal admitting worker)

Skills

MS Word, MS Excel, MS Power Point, MS Access and outlook, Word Perfect, Epic - Proficient in...

Mark Fernandez Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerCounselorAdvisorCertified Nurse AideNurseNurse Practitioner

Experience & Education

Work

Company:
University of california
Financial counselor (principal admitting worker)
Company:
University of california - San Francisco, CA
Senior admitting counselor (sr. admitting worker)

Marc Faerber Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerChief ExecutiveCorporate ExecutiveManagement Team ExecutiveOperations ManagerControllerAccounting BookkeeperBookkeeperBachelor of ScienceBusiness Administrator

Experience & Education

Work

Company:
Amarantus biosciences, inc
Chief financial officer
Company:
Business and financial advisor

Sean Kipp Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerEstimatorFinancial AnalystProject Managers

Experience & Education

Work

Company:
Farwest insulation contracting
Project manager/estimator
Company:
Waddell and reed - Sacramento, CA
Assistant financial advisor

Skills

MIKE insulation estimating systems. Experienced (4+ years) with Photoshop and Indesign. ...

R. Gaisser Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice President of FinanceVice PresidentChief ExecutiveDirectorFinancial OfficerFinancial ManagerOperations ManagerFinancial AnalystMaster of Business AdministrationBachelor of ScienceBusiness AdministratorSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Bottlecru
Financial advisor
Company:
It outsourcing
Vice president finance

Mark Russell Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorBachelor of ScienceOperations ManagerCorporate ExecutiveChief Executive

Experience & Education

Work

Company:
Cisco system inc.
Finance consultant
Company:
Wells fargo corp - San Francisco, CA
International financial consultant

Armin Toor Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTeam LeaderOperations ManagerSurvey ResearcherStudent Worker

Experience & Education

Work

Company:
Steel peak wealth management
Financial advisor
Company:
Student managed investment fund (smif) team
Macroeconomics research team leader

Skills

December 2014 CFA Level 1 Candidate, CFA Access Scholarship Recipient, Morningstar, Bloomberg

Joseph Aversano San Jose, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantInternal AuditorAccounting BookkeeperBookkeeperCertified AuditorFinancial Compliance ExaminerAuditorManagerOperations Manager

Experience & Education

Work

Company:
Audit
Accounting & financial consultant, joseph aversano, cpa
Company:
Johnson & johnson - San Jose, CA
Internal auditor manager

Philip Zhang Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch Global Wealth Management
Location:
Pleasanton, California
Industry:
Financial Services
Work history:
Merrill Lynch Global Wealth Management - pleasanton, CAFinancial Advisorsince May 2011Fremont Bank Senior Relationship OfficerMar 2003 - Jan 2011

Adam Mcmeans Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagersAccount ManagerAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Work

Company:
Kaiser permanente
Information technology - accounting services supervisor
Company:
Kaiser permanente - Pleasanton, CA
Information technology - accounting services financial consultant

Grace Lo Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Lead Financial Analyst at Kaiser Permanente, Financial Consultant Specialist at Kaiser Permanente IT
Title:
Financial Consultant Specialist at Kaiser Permanente
Location:
Dublin, California
Industry:
Hospital & Health Care
Work history:
Kaiser Permanente Lead Financial AnalystKaiser Permanente IT Financial Consultant Specialistsince 2006

Adam Mcmeans Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagersAccount ManagerAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Work

Company:
Kaiser permanente
Accounting services supervisor
Company:
Kaiser permanente - Pleasanton, CA
Accounting services financial consultant

Yuling Feng Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsAccounts PayableServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Work

Company:
Robert half international
Reporting analyst
Company:
Sunnyvale branch - Sunnyvale, CA
Transamerica financial advisor

Sanjay Solanki Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior ManagerOperations Manager

Experience & Education

Work

Company:
Gap inc
Senior manager - gap international sourcing, finance
Company:
Charles schwab & co - San Francisco, CA
Financial consultant

Kathleen Unterman Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Blackhawk network
Finance manager
Company:
Xzel corporation - Santa Rosa, CA
Interim finance manager

Cristina Tudor Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales and Service SpecialistRelationship ManagerSales AgentSales RepresentativeAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Airport home appliance
Sales specialist
Company:
Transylvania bank
Financial consultant and relationship manager for the healthcare division

Andrew Mitchell Hayward, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystCounselorSecurityTeam MemberAnalystsAdvisorFinancial AnalystCertified Nurse AideNurseNurse PractitionerFinancial DirectorChief Executive OfficerProgram DirectorFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveOperations ManagerMaster of ScienceModelBusiness AdministratorOrganization ManagementControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Administrative OfficerCommunity Service ManagerMaster of Business AdministrationBachelor of ScienceMathematicsMathematicianGovernment Administration ProfessionalInformation Technology SpecialistComputer Software ProfessionalData Entry SpecialistData ScientistIT SpecialistSoftware DevelopersGraphic Design SpecialistGraphic DesignerLecturerPostsecondary TeacherSales AgentSales Representative

Experience & Education

Position:
Industry Working Group (IWG) at Sustainability Accounting Standards Board (SASB), Strategy Analyst...
Title:
Financial Engineering & Risk Management / Investment Analytics & Systems
Location:
Castro Valley, California
Industry:
Investment Management
Work history:
Sustainability Accounting Standards Board (SASB) - San Francisco Bay AreaIndustry Working Group (IWG)since Feb 2013Taproot Foundation - San Francisco, CAStrategy Analyst / Financial Analyst & Consultantsince May 2008
Skills:
Relationship Building & Networking, Sustainability Accounting Standards, Portfolio Management,...
Financial Advisor Associate at Morgan Stanley Weal..

Steve Mohseni Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales Representative

Experience & Education

Specialties:
Listing Agent, Relocation, Foreclosure, Short-Sale
Work:
RE/MAX Accord - Mohseni & Associate
5950 Stoneridge Drive, Pleasanton, CA 94588
Experience:
16 years years
Real Estate Financial Advisor

Matthieu Tuvignon Mountain View, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitmentComputer Software ProfessionalSoftware DevelopersFounderFounding MemberChief ExecutiveModelBusiness Intelligence ProfessionalBusiness ConsultantAdvisorComputer Games ProfessionalInformation Technology SpecialistDatabase Administration ProfessionalDatabase AdministratorComputer SpecialistIT SpecialistManagerOperations ManagerEntertainerRepresentativeApprenticeBusiness AdministratorCertified Nurse AideStudent WorkerNurseNurse PractitionerPsychology SpecialistMaster of Business AdministrationBachelor of SciencePsychologistAutomotive SpecialistAutomotive ProfessionalLinguistLanguage SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Business Development at UpMo
Title:
SaaS Business Application Sales Professional
Location:
Mountain View, California
Industry:
Computer Software
Work history:
UpMo - Mountain View, CABusiness Developmentsince May 2012Workday - Pleasanton, CACorporate Sales DevelopmentJul 2011 - Apr 2012
Skills:
French, Fluent English, Financial Planning, Retirement Income Strategies, Wealth Accumulation, 401...
Languages:
French, English
Certifications:
FINRA Series 7, FINRA
FINRA Series 66, FINRA
Financial Advisor at New England Financial

Justin Nakano Pleasanton, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSolutions AdvisorBusiness AnalystBusiness Intelligence ProfessionalCounselorAdvisorAnalystAnalystsBusiness ConsultantInformation Technology SpecialistIT SpecialistDirectorOperations ManagerMarket AnalystMarket Research AnalystTechnical SpecialistTechnical Support SpecialistsComputers SpecialistComputer SpecialistStudent WorkerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAccounting BookkeeperBookkeeper

Experience & Education

Position:
Enterprise Risk Services Technology Consultant at Deloitte
Location:
Dublin, California
Industry:
Information Technology and Services
Work history:
Deloitte Enterprise Risk Services Technology Consultantsince Jul 2012Hitachi Data Systems - Santa Clara, CAServices Business AnalystAug 2011 - Jul 2012
Financial Advisor Intern at Coghlan Financial

Stephen Phalen Pleasanton, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerAssistant Vice PresidentChief ExecutiveVice PresidentCertified Nurse AideNurseNurse PractitionerAgentSales RepresentativeProject ManagersMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate Manager

Experience & Education

Position:
Owner at Stephen Phalen Insurance Agency
Title:
Owner, Farmers Insurance
Location:
Pleasanton, California
Industry:
Insurance
Work history:
Stephen Phalen Insurance Agency Ownersince Dec 2002Morgan Stanley Associate Vice PresidentDec 1996 - Nov 2002
Skills:
Investments, Small Business, Insurance, Real Estate, Team Building, Management, Wealth Management,...
The Insurance and Financial Advisor Marketing Group

Deborah Rosner Pleasanton, CA

Professions & Specialties

Support SpecialistClient Service OfficerSupervisorManagersCustomer Service

Experience & Education

Work

Company:
Delphi healthcare partnership, inc - San Jose, CA
Program support specialist
Company:
Alameda county medical center - Oakland, CA
Patient services supervisor

Lino Amaral Pleasanton, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLoan OfficersExecutive Vice PresidentChief Executive OfficerVice PresidentChief ExecutiveCorporate ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberOperations ManagerBusiness AdministratorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBachelor of ScienceClient Service OfficerCustomer ServiceRecruitment

Experience & Education

Position:
Executive Vice President / CEO at Luso-American Life Insurance Society
Location:
Dublin, California
Industry:
Financial Services
Work history:
Luso-American Life Insurance Society - Dublin, CAExecutive Vice President / CEOsince Jun 2012J. Rockcliff Realtors Real Estate Broker AssociateMar 2010 - Jun 2012
Financial Advisor / Loan Production at Morgan Stan..

Gitanjali Kumar Pleasanton, CA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerFinancial ManagerApprenticeSecurityHuman Resources SpecialistRecruitmentSalesForce AdministratorInformation Technology SpecialistDatabase Administration ProfessionalDatabase AdministratorIT SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of Business AdministrationHealth Services AdministratorMedical Services ManagerHealth Services ManagerStudent Worker

Experience & Education

Position:
Sr. Product Manager at Fiserv
Location:
Pleasanton, California
Industry:
Financial Services
Work history:
Fiserv - SunnyvaleSr. Product Managersince Jan 2013Fiserv - FremontProduct Manager - StaffAug 2011 - Dec 2012
Financial Advisor Magazine

Anastasia Luu Pleasanton, CA

Professions & Specialties

Loan OfficerLoan ProcessorLoan OfficersFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance ProfessionalUnderwriterUnderwriting ManagerClient Service OfficerCounselorPublishing ProfessionalAdvisorBachelor of Arts

Experience & Education

Work

Company:
Franklin american mortgage
Underwriting specialist and loan officer
Company:
Jp morgan chase bank
Sr. loan processor - retail operations center

Skills

Licenses: Series 7 General Securities Representative, Series 66 Combined Uniform State License,...

Prasanna Kanniah Pleasanton, CA

Professions & Specialties

Certified Public AccountantAccounting BookkeeperBookkeeperFinancial DirectorDirectorGroup ManagerFinancial OfficerFinancial ManagerOperations ManagerChief ExecutiveClerical Specialist

Experience & Education

Work

Company:
Talent maximus (i) pvt. ltd
Chief financial officer & director
Company:
Keane international inc
Senior group manager

Skills

VALUE OFFERED includes: Accounting & Reporting Budgeting & Forecasting Direct...

Julia Chandler Pleasanton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPlannerAnalystAnalystsBachelor of SciencePsychologistPsychology Specialist

Experience & Education

Work

Company:
Garden and home dcor importer
Inventory planner, regal art & gift
Company:
Home furnishings retailer - Corte Madera, CA
Retail planner, restoration hardware

Skills

Inventory Management, Planning, Forecasting, Supply Chain Management, Logistics Management

Bee Nie Pleasanton, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSenior Finance ManagerFinancial DirectorFinancial OfficerFinancial ManagerManagerOperations ManagerPublic AccountantCertified Public AccountantControlling SpecialistAccounting BookkeeperBookkeeperControllerMaster of Business AdministrationMaster of ScienceCertified Medical AssistantMedical AssistantHealthcare SupportAnalystsManagers

Experience & Education

Work

Company:
Trendmicro
Senior finance manager
Company:
Finance manager

Chhean Chhor Pleasanton, CA

Professions & Specialties

Financial Services Sales AgentVice PresidentChief ExecutiveSenior AdvisorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Wells fargo & company (contract through m squared consulting)
Senior consultant
Company:
Asian pacific fund - San Francisco, CA
Vice president

Joseph Lichens Pleasanton, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorCashier SupervisorCashier ClerkCashierChefFood PreparerFood Preparation Worker

Experience & Education

Work

Company:
Safeway
Category manager
Company:
Dorot foods - Calabasas, CA
National sales manager

Leonard Hsu Pleasanton, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
Tristar capital management
Proprietary trader
Company:
Baycal financial corp - Newark, CA
Mortgage consultant

Skills

short-term trading, technical/fundamental analyses, inter-market analysis, all MS Office products

Daniel Wong Pleasanton, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerIndependent ConsultantCounselorAdvisorAnalystsMaster of Science

Experience & Education

Work

Company:
Independent consultant treasury / finance
Company:
Levi strauss
Corporate treasury manager

Jimi Sidhu Pleasanton, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChairpersonChief Executive OfficerPartnerChief ExecutiveCorporate ExecutiveVice PresidentDeanHigher Education ProfessionalSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Oem company
President/ceo
Company:
Buffalo wild wings - Dublin, CA
Sr. partner

Jeff Dunaway Pleasanton, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeBuyerBuyer and SellerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRepresentative

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Probate, Relocation, TIC
Work:
Livermore Valley Real Estate
Pleasanton, CA
(925) 337-7303 (Phone)
License #01744648
Certifications:
ABR, SFR, ABRM
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family, TIC
Interests:
Water sports - boating & skiing, Racquetball, Home Improvement, Golden Retrievers
he entered the professional world as a financial consultant where he gained invaluable ex..

Jeff Acenas San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberAccounting BookkeeperBookkeeper

Experience & Education

Position:
Life Insurance Specialist at AAA Life Insurance Company
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
AAA Life Insurance Company Life Insurance SpecialistCUSO Financial Services LLC - Pleasanton, CAFinancial AdvisorNov 2008 - Jun 2009

Nicole Walden San Francisco, CA

Professions & Specialties

TellerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnimal DoctorAnimal Care GiverAnimal CaretakerChief Administrative OfficerChief ExecutiveMedical Record TranscriberMedical TranscriptionistClinical Data Management ProfessionalHealth Information SpecialistHealthcare SupportTechnicianRepresentativePoliceTechnical SpecialistTechnical Support SpecialistsEquipment Tools Purchasing AgentClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonCustomer Service

Experience & Education

Position:
Communications-Phone, WebChat, Email at Bishop Ranch Veterinary Center
Title:
Communications; phones, live chat, email
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Bishop Ranch Veterinary Center - Bishop Ranch Veterinary Center, 2000 Bishop Dr. San Ramon CA 94583Communications-Phone, WebChat, Emailsince Jan 2010Technology Credit Union - Tecnology Credit Union, Dublin CA 94568Financial Center RepresentativeAug 2006 - Sep 2010

Marc Faerber San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorOwnerChief Administrative OfficerFinancial OfficerFinancial ManagerChief ExecutiveBiotechnology ProfessionalBiologistBiological ScientistCardiologistGastroenterologistSurgical SpecialistPhysicianCorporate ExecutiveOperations ManagerAdvisorAnalystsCertified AuditorFinancial Compliance ExaminerAccounting BookkeeperBookkeeper

Experience & Education

Position:
CFO at Amarantus Bioscience Holdings, Inc., Owner at Marc E. Faerber
Title:
Business and Financial Advisor
Location:
San Francisco Bay Area
Industry:
Medical Devices
Work history:
Amarantus Bioscience Holdings, Inc. CFOsince May 2009Marc E. Faerber - Pleasanton, CAOwnersince Aug 2001
Certifications:
CPA, California Board of Accountancy
Certified Valuation Analyst (CVA), National Association of Certified Valuation Analysts (NACVA)



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