Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in California

Financial Consultants in Redwood City, CA

Find a professional & check records

Here is a complete directory of nearly all experienced Financial Consultants nearby.

Be sure to review other towns around Redwood City, CA to find contact information of more people.

The Trustoria Directory gives you all the professional records needed to get the right Financial broker for any need.

54 results found

Tom Wood Palo Alto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Coordinator • Counselor • Managers • Advisor • Customer Service • Client Service Officer • Financial Manager • Financial Director • Manager • Financial Officer • Operations Manager • Song Lyricist • Lyricist • Poet • Author • Guitar Player • Music Artist • Musicians • Sales Manager • Corporate Executive • Chief Executive • Management Team Executive • Entertainer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Manager at SWEET PSYCHOSIS
Title:
Music industry, public relations, financial advisor, high tech sales, entrepreneur, customer service.
Location:
Palo Alto, California
Industry:
Music
Work history:
SWEET PSYCHOSIS - San Francisco Bay AreaFinancial Managersince Nov 2005Facebook - Menlo Park, CAConsultantFeb 2011 - Feb 2011
Skills:
Sales, New Business Development, Financial Management, ASL (American Sign Language), Investments,...
Languages:
American Sign Language
Full Profile

Dan Stampf San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Director • Marketing Manager • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Administrator • Fisher • Advisor • Team Member • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Senior Vice President at Director of Advisory Service and Senior Vice President
Title:
Director of Advisory Service and Senior Vice President
Location:
San Francisco, California
Industry:
Financial Services
Work history:
Director of Advisory Service and Senior Vice President - San Francisco, CASenior Vice Presidentsince Aug 2012Fisher Investments - San Mateo, CADirect Marketing ManagerAug 2011 - Aug 2012
Skills:
Portfolio Management, Capital Markets, Investments, Wealth Management, Financial Services, Asset...
..Capital is the next-generation financial advisor
Full Profile

Bill Murphy San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Computer Software Professional • Software Developers • Marketing Director • Financial Officer • Financial Manager • Chief Executive • Computer Games Professional • Computer Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Market Analyst • Market Research Analyst • Research Assistant • Researcher • Survey Researcher • Entertainer

Experience & Education

Position:
Director Financial Planning & Analysis at Trion Worlds, Inc.
Title:
Finance Professional Providing Analytical Insights and Operational Efficiencies Across the Organization
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Trion Worlds, Inc. - Redwood City,CADirector Financial Planning & Analysissince 2011Autodesk Financial Consultant2010 - Jun 2011
Skills:
Forecasting
Full Profile

Kent Williams San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Financial Analyst • Logistician • Logistics Supply Chain Professional • Analysts • Health Professional • Health Practitioner

Experience & Education

Position:
Manager of Finance at UnitedHealth Group
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
UnitedHealth Group - San FranciscoManager of Financesince Feb 2010UnitedHealth Group Financial ConsultantNov 2006 - Jan 2010
Full Profile

Michael Costa San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Counselor • Management Analyst • Contractor • Advisor • Analysts • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Security • Designers • Bachelor of Arts • High School Diploma • Mathematics • Mathematician • Governor • Government Administration Officer • Civil Servant • Information Technology Specialist • Computer Specialist • IT Specialist • Engineering Specialist • Operations Manager • Medical Laboratory Professional • Medical Laboratory Technologist • Student Worker

Experience & Education

Position:
Financial Consultant at Self Employed
Title:
Financial Modeling Consultant at Self Employed
Location:
San Mateo, California
Industry:
Financial Services
Work history:
Self Employed Financial Consultantsince Aug 2011Equinix - Redwood City, CAMarketing and Sale Data Management AnalystAug 2011 - Dec 2011
Full Profile

Chris Wetra San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Bachelor of Science • Wellness and Fitness • Advisor

Experience & Education

Position:
Senior Accounting Manager at Proteus Digital Health, Inc
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Proteus Digital Health, Inc - Redwood City, CASenior Accounting Managersince Oct 2012Kranz and Associates - Menlo Park, CAFinancial ConsultantJun 2010 - Oct 2012
Skills:
System Implementations, Cost Accounting, Forecasting, Payroll, Revenue Recognition, Financial...
Full Profile

Joshua Fishman San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Personal Capital
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Personal Capital Financial Advisorsince Nov 2012Fisher Investments - Woodside, CAInvestment CounselorOct 2010 - Oct 2012
Full Profile

Casey Fukuda Redwood City, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • IT Specialist

Experience & Education

Position:
Universal Laser Systems Product Manager at DPS
Location:
Redwood City, California
Industry:
Design
Work history:
DPS Universal Laser Systems Product Managersince Feb 2013Edward Jones Financial AdvisorApr 2012 - Feb 2013
Full Profile

John Bartel Redwood City, 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 John Bartel Financial
Title:
Financial Advisor
Location:
Redwood City, California
Industry:
Financial Services
Work history:
John Bartel Financial - Redwood City, CaliforniaFinancial Advisorsince Oct 1968
Full Profile

Patrick J Thor San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Investment Advisor, CUSO Financial Services, L.P. at San Mateo Credit Union
Title:
Investment Advisor, CUSO Financial Services, L.P., at San Mateo Credit Union
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
San Mateo Credit Union - Redwood City, CAInvestment Advisor, CUSO Financial Services, L.P.since May 2012Union Banc Investment Services - San Jose CASenior Financial AdvisorMar 2009 - Nov 2011
Full Profile

Daniel Yoo San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Sports Trainers

Experience & Education

Position:
Enterprise Account Manager at Reputation.com
Location:
San Francisco, California
Industry:
Internet
Work history:
Reputation.com - Redwood City, CAEnterprise Account Managersince Mar 2013Morgan Stanley Wealth Management - Greater Los Angeles AreaFinancial Advisor Associate2011 - Mar 2013
Skills:
Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Equities,...
Full Profile

Jennifer Mack San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Counselor • Advisor • Senior Manager • Chief Executive

Experience & Education

Title:
Business Development Manager, Ad Tech at A9.com
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Adobe - San Jose, CASales Commission Consultant2007 - 2008Scene7, Inc - Novato, CAFinancial Consultant, Business Development2003 - 2007
Full Profile

Edward Rodden San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Partner at 3 Factor Indexing
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
3 Factor Indexing - Woodside, CAPartnersince Jun 2012Silicon Valley Consulting PartnerOct 2008 - Jun 2012
Languages:
Japanese, Thai
Registered Financial Advisor
Full Profile

Hatim Al-Bari Redwood City, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Area Manager • Visionary • Leader • Managers • Planner • Vice President • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Jpmorgan chase bank
Senior relationship banker
Company:
Meriwest credit union - Mountain View, CA
Financial center regional area manager
Full Profile

Seline Reyes San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Position:
Registered Associate at Morgan Stanley
Title:
Registered Associate at Morgan Stanley Private Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CARegistered Associatesince Mar 2007Wells Fargo Investments - San Francisco, CAFinancial Consultant AssociateApr 2005 - Mar 2007
Full Profile

Nicholas Nappi Redwood City, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counter Manager • Outside Sales Representative • Sales Representative

Experience & Education

Work

Company:
Paychex inc - San Francisco, CA
Financial consultant/ outside sales representative
Company:
Sega enterprises/three sisters thoroughbreds - San Francisco, CA
Operations/customer service manager

Skills

Microsoft Office, Sales Force CRM
Full Profile

Candace Threlfall Redwood City, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technician • Technical Specialist • Technical Support Specialists • Customer Service • Client Service Officer • Sales Representative • Sales Agent

Experience & Education

Work

Company:
Forensic analytical sciences, inc.
Forensic evidence technician
Company:
Wells fargo bank - Los Altos, CA
Financial advisor | customer service sales representative

Skills

Customer Service, Evidence/Property Management, Record Keeping, Oral & Written Communications,...
Full Profile

Cole Strombom Redwood City, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Property Manager • Real Estate Manager • Business Administrator • Bachelor of Science • Project Managers • Operations Manager • Market Analyst • Market Research Analyst • Construction Specialist • Construction Laborer

Experience & Education

Work

Company:
Buddys dog boarding, inc.
Marketing & financial consultant
Company:
Chadwick homes
Residential property manager
Full Profile

Shawn James San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Sales Director • Vice President • Operations Manager • Sales Manager • Chief Executive • Computer Software Professional • Software Developers • Business Intelligence Professional • Business Consultant • Advisor • Partner • Marketing Director • Data Analyst • Information Technology Specialist • Data Entry Specialist • Data Scientist • IT Specialist • Office Runner • Leader • Courier • Managers • Model • Recruitment • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Dental Specialist • Stomatologist

Experience & Education

Position:
North America Regional Alliance Manager at Informatica
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Informatica - Redwood City, CANorth America Regional Alliance Managersince May 2013Trinus Corporation - San Francisco Bay AreaRegional Sales Director, Northern California & Vice President AlliancesJan 2012 - May 2013
Skills:
Information Management InfoSphere (IBM Sales Certification), Stragetic Selling, Controlling the...
Full Profile

Joe O'leary San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Vice President • Chief Executive • Computer Network Consultant • Computer Consultant • IT Consultant • Customer Service • Team Member • IT Specialist • Software Developers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Executive at CDNetworks
Location:
San Francisco Bay Area
Industry:
Computer Networking
Work history:
CDNetworks - San Jose, CAAccount Executivesince Mar 2013Kenandy, Inc. - Redwood City, CAAccount ExecutiveJun 2012 - Dec 2012
Certifications:
Accredited Asset Management Specialist, AAMS, College for Financial Planning, Greenwood Village, Colorado
FINRA Series 7 & 66 Securities Licenses, College for Financial Planning, Greenwood Village, Colorado
Financial Consultant at AG Edwards & Sons
Full Profile

Jayson Fetterley San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Evangelist • Preacher • Religious Worker • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Advisor • Team Member • Managers • Advertising Professional • Advertising Sales Agent • Client Service Officer • Customer Service • Survey Researcher • Operations Manager

Experience & Education

Position:
Head of Community, Evangelist at addMill
Title:
Head of Community at addMill
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
AddMill - San Francisco, CAHead of Community, Evangelistsince Jun 2013Fisher Investments Business Information Technology SpecialistFeb 2013 - Jun 2013
Languages:
Spanish
Financial Advisor Magazine
Full Profile

Karl Larson San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Data Analyst • Computer Software Professional • Data Entry Specialist • Data Scientist • Software Developers • Controller • Recognition • Financial Director • Corporate Executive • Chief Executive • Management Team Executive • Financial Officer • Financial Manager • Information Technology Specialist • IT Specialist • Auditor • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Legal Counsel • Human Resources Specialist • Recruitment • Bachelor of Science • Buyer and Seller • Sales Representative

Experience & Education

Position:
Sales Finance Director at Greenplum (Division of EMC)
Title:
Finance Director at Greenplum
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Greenplum (Division of EMC) - San Mateo, CASales Finance Directorsince Jul 2012Merced Systems (acquired by NICE Systems) - Redwood City, CACorporate ControllerJul 2009 - May 2012
Skills:
Revenue Recognition, International Operations, M&A due diligence, Start-ups, Enterprise...
Financial Consultant at NeoGuide Systems,acquired..
Full Profile

Andrew Fotu Palo Alto, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Property Manager • Real Estate Manager • Market Research Analyst

Experience & Education

Position:
Wealth Management Advisor at Merrill Lynch Global Wealth and Investment Management
Title:
Wealth Management Advisor at Merrill Lynch Global Wealth & Investment Management
Location:
Palo Alto, California
Industry:
Financial Services
Work history:
Merrill Lynch Global Wealth and Investment Management - Menlo Park/Palo Alto, CAWealth Management Advisorsince Sep 2011Bank of America - Palo Alto/San MateoBusiness BankerFeb 2008 - Sep 2011
Skills:
Wealth Management, Alternative Investments, Private Equity, Hedge Funds, Investment Advisory,...
Financial Advisor Magazine
Full Profile

Todd Legate San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Community Manager • Supporting Member • Managers • Team Member • Computer Games Professional • Computer Specialist • Apprentice • Clerk • Clerical Specialist • Manager • Operations Manager • Entertainment Professional • Entertainer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Graphic Designer • Student Worker

Experience & Education

Position:
Community Manager at Storm8
Location:
San Francisco Bay Area
Industry:
Computer Games
Work history:
Storm8 - Redwood CityCommunity Managersince Mar 2013Storm8 - Redwood City, CAUser Relations AssociateFeb 2012 - Feb 2013
Skills:
Zendesk, RightNow, PowerPoint, Photoshop, Microsoft Word, Microsoft Excel, Social Networking,...
Full Profile

Alex Olshonsky San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Apprentice • Counselor • Representative • Advisor • Entertainment Professional • Entertainer • Team Leader • Operations Manager • Bachelor of Arts • Database Administration Professional • Database Administrator • Researcher • Survey Researcher • Student Worker

Experience & Education

Position:
Account Executive, Financial Services at Twitter
Title:
Account Executive at Twitter
Location:
San Francisco, California
Industry:
Internet
Work history:
Twitter - San FranciscoAccount Executive, Financial Servicessince Nov 2011Salesforce.com - San Mateo & San Francisco HQEnterprise Business DevelopmentMay 2011 - Nov 2011
Financial Advisor at Edward Jones Investments
Full Profile

Bryan Miller San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Executive • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Vice President of Finance • Financial Officer • Financial Manager • Vice President • Chief Executive • Biotechnology Professional • Biologist • Biological Scientist • Senior Manager • Operations Manager • IT Engineer

Experience & Education

Position:
Senior Director of Finance & Controller at Neuraltus Pharmaceuticals, Inc.
Title:
Corporate Finance and Accounting Executive | Pharmaceuticals | Biotech | Medical Devices
Location:
San Francisco Bay Area
Industry:
Biotechnology
Work history:
Neuraltus Pharmaceuticals, Inc. - Palo Alto, CASenior Director of Finance & Controllersince 2010Apieron, Inc - Menlo Park, CAVice President of Finance2009 - 2010
Skills:
Strategic Planning, Start-ups, Financial Modeling, Financial Accounting, Medical Devices,...
Certifications:
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Contract Financial Consultant at Trimble Navigation
Full Profile

David Trujillo San Carlos, CA

Professions & Specialties

Financial Consultant • Collector • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Project Manager • Human Resources Specialist • Recruitment • Sports Trainer • Sports Trainers • Advertising Professional • Advertising Sales Agent • Project Managers • Supervisor • Managers • Personnel Coordinator • Personnel Specialist • Sales Manager • Sales Director • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Database Administration Professional • Database Administrator

Experience & Education

Position:
Recruiter at Select Staffing, Defensive Line Coach (Varsity) at Sequoia High School, Guest...
Title:
George P Johnson (Project Manager)
Location:
San Carlos, California
Industry:
Marketing and Advertising
Work history:
Select Staffing - San Mateo,CARecruitersince Jun 2013Sequoia High School - Redwood City, CADefensive Line Coach (Varsity)since Aug 2009
Skills:
Sales, Cold Calling, New Business Development, Customer Service, Management, Recruiting, Training,...
Full Profile

Brandon Hymes San Jose, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Corporate Executive • Chief Executive • Project Managers

Experience & Education

Position:
Personal Financial Representative at Allstate
Location:
San Jose, California
Industry:
Financial Services
Work history:
Allstate - Cupertino, CAPersonal Financial Representativesince Mar 2013NYLIFE Securities LLC - 1731 Technology Drive, Ste 400Registered RepresentativeDec 2011 - Mar 2013
Skills:
Vendor Relations, Sales Process, Time Management, Phone Sales, Multitasker, Attention To Detail,...
Languages:
English, Spanish
Financial Advisor at Mass Mutual
Full Profile

Roy Montgomery San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Attorney At Law • Law Specialist • Lawyers • Management Consultant • Management Analyst • Analysts • Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Attorney at LegalForce RAPC Worldwide, Attorney at Law at Montgomery Law Offices
Title:
Attorney at LegalForce RAPC Worldwide
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
LegalForce RAPC Worldwide - Palo AltoAttorneysince Jan 2013Montgomery Law Offices - Redwood City, CAAttorney at Lawsince Dec 2011
Full Profile

Barbara Portner San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Vice President of Operations • Financial Director • Chief Executive • Operations Manager • Financial Officer • Financial Manager • Human Resources Specialist • Recruitment • Counselor • Advisor • Corporate Executive • Chairperson

Experience & Education

Position:
Vice President of Operations at Pat Franklyn Associates, Inc.
Title:
VP / Director of Human Resources
Location:
San Francisco Bay Area
Industry:
Human Resources
Work history:
Pat Franklyn Associates, Inc. - Mill Valley, CaliforniaVice President of Operationssince May 2007Mathcoach - San Francisco Bay AreaConsultant/Finance/Human ResourcesJan 2011 - Jun 2011
Skills:
New Business Development, Human Resources, Corporate Finance, Start-ups, Benefits, Executive...
Senior Financial Consultant at Application Resources
Full Profile

Anthony Tijerino San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Senior Vice President • Chief Executive • Supporting Member • Team Member

Experience & Education

Position:
Head of Business Development at GroupPrice
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
GroupPrice - Redwood City, CAHead of Business Developmentsince Mar 2011Yelp.com - San Francisco, CAAccount ExecutiveFeb 2010 - Jan 2011
Skills:
Strategic Consulting, Managerial Finance, Venture Capital, Investments, Private Equity, Start-ups,...
Certifications:
Series 7 & 66 licensed
Financial Advisor at Morgan Stanley
Full Profile

Neeta Dembla San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Counselor • Analysts • Advisor • SalesForce Administrator • Information Technology Specialist • Database Administration Professional • Database Administrator • IT Specialist • Computer Specialist • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Treasury Business Analyst at salesforce.com
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Salesforce.com Treasury Business Analystsince Mar 2012Treasury Dynamics, inc. Sr. Treasury Analyst/ ConsultantJan 2011 - Mar 2012
Financial Advisor Executive at Industrial Credit a..
Full Profile

Drew Stone Redwood City, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Apprentice • Counselor • Senior Analyst • Advisor • Analyst • Analysts • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Law Specialist • Lawyers

Experience & Education

Position:
Senior Financial Analyst, FP&A at Stanley Healthcare
Title:
Senior Financial Analyst, FP&A
Location:
Redwood City, California
Industry:
Wireless
Work history:
Stanley Healthcare - Redwood City, CASenior Financial Analyst, FP&Asince Jul 2012AeroScout - Redwood City, CASenior Financial Analyst, FP&AFeb 2012 - Jun 2012
Languages:
Spanish
Full Profile

David Black San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Supporting Member • Team Member • Marketing Manager • Operations Clerk • Operations Officer • Systems Architect • Software Developers • Petty Officer Second Class • Instructor • Pedagogue • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Graphic Designer

Experience & Education

Position:
Operations Manager at Fintan Partners
Title:
Operations Manager at Fintan Partners, LLC
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Fintan Partners Operations Managersince Aug 2005Joslin Capital Advisors - Bellevue, WARegistered AssociateSep 2004 - Aug 2005
Skills:
Asset Managment, Hedge Funds, Alternative Investments, Investments, Equities, Fixed Income, Mutual...
Full Profile

Cathy Lego San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Board Member • Chairperson • Owner • Management Team Executive • Operations Manager • Chief Executive • Partner • Investor • Master of Science • Bachelors Degree • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Board of Directors Audit Com Chair at Lam Research, Board of Directors Audit Com Chair at SanDisk,...
Title:
Lego Ventures
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Lam Research Board of Directors Audit Com Chairsince Jan 2006SanDisk - MilpitasBoard of Directors Audit Com Chairsince May 2004
Full Profile

Michael Moutrey San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Manager • Agent • Client Service Officer • Sales Representative • Customer Service • Master of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Executive at Insurance Personnel Services at Insurance Personnel Service
Title:
Account Executive at Insurance Personnel Service
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
Insurance Personnel Service - San Francisco, CAAccount Executive at Insurance Personnel Servicessince Mar 2012Castle Insurance Agency - Redwood City, CAClient Manager/Insurance AgentSep 2009 - Feb 2012
Financial Advisor at Bank Of America/Merrill Lynch
Full Profile

Adam Mcnicol San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Investor • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Private Investor
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Fintan Partners, LLC - Redwood City CAFounding Partner: Head of Investor services, Investment Committee and Executive Committee memberMay 2005 - Jun 2012AM Wealth Management - Palo Alto, CAFounderMay 2005 - Jan 2009
Skills:
Alternative Investments, Asset Managment, Portfolio Management, Asset Allocation, Investments,...
SVP Financial Consultant at Wells Fargo Bank
Full Profile

Peggy Tung San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Finance and Accounting Specialist • Assistant Manager • Team Member • Managers • Master of Science • Bachelor of Science • Operations Manager

Experience & Education

Position:
CPA, Senior Accountant at Seiler & Company, LLP
Title:
CPA, MST, Senior Accountant at Seiler & Company, LLP
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Seiler & Company, LLP - Redwood City, CACPA, Senior Accountantsince Jan 2008Delucchi, Hawn and Co. LLP - San Francisco Bay AreaCPA, AccountantJan 2006 - Oct 2007
Full Profile

Maria Rutenburg San Francisco, CA

Professions & Specialties

Mortgage Broker • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Attorney At Law • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Attorney at law at Peninsula Company, Real Estate and Mortgage Broker, CA DRE #1311300 at Peninsula ...
Title:
attorney at law at Peninsula Company
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Peninsula Company Attorney at lawsince May 2007Peninsula Company - Redwood City, CAReal Estate and Mortgage Broker, CA DRE #1311300since 1998
Languages:
French, Russian
registered representative/financial advisor at Merrill Lynch
Full Profile

Michael Olsen San Mateo, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Manager • Financial Director • Group Manager • Financial Officer • Chief Executive • Fisher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Operations Manager

Experience & Education

Position:
Client Development Group Manager at Fisher Investments
Title:
Financial Manager
Location:
San Mateo, California
Industry:
Financial Services
Work history:
Fisher Investments - San Mateo, CAClient Development Group Managersince Jul 2012Fisher Investments - San Mateo, CAInvestment Counselor Group ManagerAug 2010 - Jul 2012
Financial Advisor at American Express Financial Ad..
Full Profile

Trulee Karahashi Redwood City, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Longview international
Business consultant
Company:
Self - Redwood City, CA
Business consultant

Skills

Mandarin, Japanese, Client Relationship Management, Business Development, International teams
Full Profile

Cindy Pipes Redwood City, CA

Professions & Specialties

Human Resources Coordinator • Human Resources Specialist • Human Resource Manager • Recruitment • Administrative Associate • Office Assistant • Coordinator • Contractor • Administrative Clerk • Clerical Specialist • Office Clerk • Managers • Independent Business Owners

Experience & Education

Work

Company:
Elo touch solutions - Menlo Park, CA
R&d human resources coordinator & administrative associate
Company:
Simon-kucher & partners - Mountain View, CA
Silicon valley office manager & human resources/recruiting coordinator
Full Profile

Esther Mendez San Mateo, CA

Professions & Specialties

Coordinator • Supervisor • Managers • Auditor • Owner • Manager • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Dignity health west bay cbo - San Mateo, CA
Pfs coordinator/supervisor/auditor; medi-cal dept
Company:
Caravelli & associates, health care financial staffing - Redwood City, CA
Owner/onsite manager
Full Profile

Alexis Perez Redwood City, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Vice President • Chief Executive • Advisor • Mathematics • Mathematician • Student Worker

Experience & Education

Work

Company:
Uc san diego research compliance program - San Diego, CA
Administrative assistant
Company:
Undergraduate investment society - La Jolla, CA
Vice president of external affairs
Full Profile

Ronald Puccinelli Redwood City, CA

Professions & Specialties

Portfolio Manager • Trader • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Volunteer • Advisor • Non-Profit • Bachelor of Science • Chief Executive • Financial Manager

Experience & Education

Work

Company:
Help out local schools
Consultant/ volunteer
Company:
Trade financial - Palo Alto, CA
Investment consultant
Full Profile

John Zamboanga Redwood City, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work:
Advanced Group Investments
1017 El Camino Real Suite 209, Redwood City, CA 94603
Financial Advisor
Full Profile

Jared Kaiser Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mathematics Professor • Mathematical Science Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Operations Manager • Bachelor of Science • Organization Management • Administrative Clerk • Clerical Specialist • Managers • Secretary • Student Worker • Entertainer

Experience & Education

Position:
Mathematics Teacher at parlier unified school district
Location:
Fresno, California
Industry:
Financial Services
Work history:
Parlier unified school district - Parlier High SchoolMathematics Teachersince Jul 2013Transamerica - Fresno, California AreaFinancial ConsultantApr 2013 - Jul 2013
Full Profile

Ike Klauka Tampa, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director of National Sales • Vice President • Partner • National Director • Chief Executive Officer • Territory Sales Manager • Region Manager • Chief Executive • Corporate Executive • Investor • Counselor • Area Manager • Managers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Clergy • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
VP NATIONAL DIRECTOR OF INVESTOR RELATIONS/FOUNDING PARTNER at Orso Capital Management
Title:
VP NATIONAL SALES DIRECTOR//FOUNDING PARTNER at Orso Capital Management
Location:
Tampa, Florida
Industry:
Financial Services
Work history:
Orso Capital Management VP NATIONAL DIRECTOR OF INVESTOR RELATIONS/FOUNDING PARTNERsince May 2013Charles Schwab - Clearwater FloridaVice President-Financial ConsultantMay 2007 - Mar 2013
Full Profile

Mick Mcgrath San Antonio, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Director • Senior Manager • Operations Manager • Director • Financial Director • Marketing Manager • Chief Executive • Financial Officer • Financial Manager • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Business Administration • Computer Software Professional • Software Developers

Experience & Education

Position:
Senior Director, Business Development at Qualcomm
Location:
San Antonio, Texas Area
Industry:
Telecommunications
Work history:
Qualcomm Senior Director, Business Developmentsince Jun 2010Qualcomm Senior Director, Global Business DevelopmentMar 2009 - Jun 2010
Full Profile

Wendy Shinazy Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Management Consultant • Recognition • Team Member • Advisor • Management Analyst • Analysts • Associate Professor • Lecturer • Postsecondary Teacher • Controller • Bookkeeper • Non-Profit • Accounts Payable Clerk • Accounting Bookkeeper • Model • Human Resources Specialist • Recruitment • Bachelor of Science • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist • Operations Manager • Financial Officer • Financial Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Adjunct Professor at Front Range Community College, Accounting/Financial Management Consultant at...
Title:
Accounting/Financial Consultant at WJS Coaching and Consulting
Location:
Fort Collins, Colorado Area
Industry:
Accounting
Work history:
Front Range Community College - Boulder CampusAdjunct Professorsince Jan 2011WJS Coaching and Consulting - Berthoud, COAccounting/Financial Management Consultantsince Aug 2007
Skills:
Accounting, Financial Analysis, Inventory Management, Quickbooks, Financial Accounting, Audit,...
Full Profile


Financial Consultants near Redwood City, CA01,0932,1863,2794,3725,465San FranciscoSan JoseOaklandPalo AltoSan MateoSunnyvaleSanta ClaraMountain ViewMenlo ParkFremont