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Financial Consultants in California

Financial Consultants in Salinas, CA

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63 results found

Randolph Oka Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Supporting Member • Security • Contractor • Team Member • Substitute Teacher • Dean • Educator • Education Professional • Instructor • Higher Education Professional • School Administrator • Educational Manager • Agent • Sales Representative • Independent Business Owners

Experience & Education

Position:
Sole Proprietor - Early Retirement Disability at Rookie Card Autographs
Title:
Sole Propietor @ Rookie Card Autographs
Location:
Salinas, California Area
Industry:
Internet
Work history:
Rookie Card Autographs - United States & Canada..Sole Proprietor - Early Retirement Disabilitysince 2000Morgan Stanley+ - Orange County, California AreaFinancial Advisor1996 - 2000
Skills:
Sales, Series 7, Due Diligence, Asset Managment, Operations Management, Business Development, New...
Full Profile

Todd Howland Salinas, CA

Professions & Specialties

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

Experience & Education

Position:
LPL Financial Advisor at Savvy Wealth Management
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Savvy Wealth Management LPL Financial Advisorsince Feb 2008
Skills:
In today's financial environment, I specialize in company benefits and IRA rollovers while helping...
Full Profile

Terry Jackson Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Advisor at Wells Fargo Investments
Location:
Salinas, California Area
Industry:
Investment Management
Work history:
Wells Fargo Investments Senior Financial Advisor
Full Profile

Steve Emerson Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner/Financial Consultant at First Pacific Financial Services
Title:
Managing Partner/Financial Consultant
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
First Pacific Financial Services Managing Partner/Financial Consultantsince Apr 2004Charles Schwab Financial Consultant1998 - 2004
Full Profile

Matthew Lowery Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Computational Scientist • Computer Scientists • Chairperson • Chief Executive • Property Manager • Real Estate Manager • Sales Representative • Psychology Specialist

Experience & Education

Position:
Tuitor, Assistant to Computer Science Information Systems Dept. Chair at Monterey Peninsula College
Title:
Student at Monterey Peninsula College
Location:
Salinas, California Area
Industry:
Mental Health Care
Work history:
Monterey Peninsula College Tuitor, Assistant to Computer Science Information Systems Dept. Chairsince Aug 2008UBS PaineWebber Financial AdvisorFeb 1999 - Feb 2001
Full Profile

Robert Petrie Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Contractor • Investor • Advisor • Baker • Owner • Chief Executive • Independent Business Owners • Operations Manager • Project Managers • Industrial Engineer • Head Engineer • Engineering Manager

Experience & Education

Position:
Consultant (Contractor) at Baker & O'Brien Inc, Carmagen Engrg. Inc., Hellier-Treat LLC, Alex...
Title:
Oil/Gas - Chemical Engineering Consultant
Location:
Salinas, California Area
Industry:
Oil & Energy
Work history:
Baker & O'Brien Inc, Carmagen Engrg. Inc., Hellier-Treat LLC, Alex Stewart Int'l, Brasidas Group Consultant (Contractor)since Nov 2005Morgan Stanley, Inc. Financial AdvisorJan 2001 - Aug 2005
Full Profile

Gary Iversen Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Regional Vice President • Owner • Vice President • Chief Executive • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Primerica Financial Services, RVP at Primerica
Title:
Regional Vice President, Registered Representative, Financial Advisor
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Primerica Financial Services OwnerPrimerica RVPsince 1999
Full Profile

Christopher Soria Salinas, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Retail Salesperson • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Licensed Banker at Chase Investments, a part of JPmorgan LLC
Title:
Relationship Banker at Chase Investments
Location:
Salinas, California Area
Industry:
Retail
Work history:
Chase Investments, a part of JPmorgan LLC - San Francisco Bay AreaLicensed Bankersince Aug 2011RadioShack SalesAug 2009 - Aug 2011
Skills:
Sales, Customer Service, Banking, Electronics, Mobile Communications, Selling, Retail Sales,...
Languages:
Spanish
referring to a financial advisor for investment advice and accoun..
Full Profile

Craig Robertson Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Account Manager • Operations Manager • Chief Executive • School Administrator • Educational Manager • Non-Profit • Counselor • Advisor

Experience & Education

Position:
Financial Consultant at Robertson Consulting
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Robertson Consulting Financial ConsultantWald Ruhnke & Dost Architects, LLP - Monterey, CAChief Financial OfficerJan 2006 - Jan 2012
Skills:
Auditing, Accounting, Tax, Financial Audits, Financial Reporting
Full Profile

Javier Bolante Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Executive • Sales Person • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Edward Jones
Location:
Salinas, California Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Apr 2008Reply Senior Regional Sales ExecutiveMar 2005 - Dec 2006
Full Profile

Craig Brinton Salinas, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Mar 2008Brinton's Consolidated Corporation C.E.O.Aug 1988 - Jan 2007
Skills:
Retirement Planning, Investments, Strategic Financial Planning, Wealth Management, Series 7,...
Full Profile

Beth Lathrop Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Auditor • Financial Compliance Examiner • Auditor • Team Member • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at Not provided
Title:
Financial analyst
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Not provided Financial Advisorsince Feb 2010American Express Corporate Finance1989 - 1990
Full Profile

Rudy Gutierrez Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Business Relationship Manager at Wells Fargo Bank, Business Relationship Manager at Wells Fargo...
Title:
Business Relationship Manager at Wells Fargo Bank
Location:
Salinas, California Area
Industry:
Banking
Work history:
Wells Fargo Bank Business Relationship ManagerWells Fargo Bank Business Relationship Managersince Dec 2001
..for credit approval--essentially a financial advisor
Full Profile

Stevan Dority Salinas, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Dority FA
Title:
Advisor
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Dority FA Financial Advisorsince Nov 2007Ml stern Financial advisor2006 - 2007
Full Profile

Marisa Ceralde Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Advisor • Managers • Partner • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper • Automotive Professional

Experience & Education

Title:
EMR/EHM Coordinator
Location:
Salinas, California Area
Industry:
Hospital & Health Care
Work history:
Wells Fargo Advisors Financial Network Partner/Financial AdvisorJul 2009 - Mar 2010Banc of America Investments Financial AdvisorJul 2007 - Jul 2009
Full Profile

Duane Nack Salinas, 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 Ameriprise Financial Services, Inc.
Location:
Salinas, California
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Salinas, CaliforniaFinancial Advisorsince Oct 1986
Full Profile

Herb Stevenson Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Tax Accountant • Maintenance and Repair Worker • Managers

Experience & Education

Work

Company:
Ramada inn marina
Front desk agent
Company:
Stevenson personal finance solutions
Personal financial advisor

Skills

A/R, A/P, Reconciliation, Payroll, Accounting, Tax Preparation, Billing, financial planning,...
Full Profile

Shaun Mcgeary Salinas, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Salinas, California Area
Industry:
Financial Services
Full Profile

Michael Herrier Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Notary • Lawyers • Independent Contractor • Contractor • Sales Manager • Sales Director • Independent Business Owners

Experience & Education

Work

Company:
Self employed
Financial consultant - notary
Company:
Golden 1 credit union - Salinas, CA
Branch sales manager
Full Profile

Allison Ryan Salinas, 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:
Salinas, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor
Full Profile

Spencer Rand Salinas, 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 Rand, WIlliams, & Associates
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Rand, WIlliams, & Associates Financial Advisor
Full Profile

Christen Holder Salinas, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Financial Planning at Citigroup Smith Barney
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Citigroup Smith Barney Financial Advisor, Financial Planning
Full Profile

Amber Fogleman Salinas, 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 Lincoln Financial Advisors
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors Financial Advisor
Full Profile

Eric Towt Salinas, CA

Professions & Specialties

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

Experience & Education

Position:
FC at Wells Fargo
Title:
Financial Advisor, Wells Fargo
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Wells Fargo FC
Full Profile

Charlito Paghasian Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor, Realtor at Primerica Financial Services
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Primerica Financial Services Financial Advisor, Realtor
Full Profile

Kristy Downing Salinas, 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 Morgan Stanley Smith Barney
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor
Full Profile

Kristiann Saunders Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Educator • Education Professional • Instructor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trainer

Experience & Education

Position:
Financial Counselor at Kaffenate, Financial Educator at Kaffenate
Title:
Financial Coach and Educator
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Kaffenate Financial CounselorKaffenate Financial Educatorsince Jun 2008
Full Profile

Richard Kreitman Salinas, CA

Professions & Specialties

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

Experience & Education

Position:
Professional Employee at Morgan Stanley Smith Barney
Title:
Financial Advisor, CFPtm at Morgan Stanley Smith Barney
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Monterey/Salinas, California AreaProfessional Employeesince 2001
Full Profile

Philip Vy Salinas, 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 Morgan Stanley
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor
Full Profile

Heather Downs Salinas, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Senior Financial Advisor
Full Profile

Irene Ramirez Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Laborer • Construction Worker • Construction Specialist • Construction Laborer

Experience & Education

Work

Company:
Primerica financial services
Financial advisor
Company:
Madonna manor
Resident assistant
Full Profile

Shareef Bahador Salinas, 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 UBS Financial Services
Location:
Salinas, California Area
Industry:
Investment Management
Work history:
UBS Financial Services Financial Advisor
Full Profile

Nate Steen Salinas, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Salinas, California Area
Industry:
Financial Services
Full Profile

Michael Enz Salinas, 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 smithbarney
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Smithbarney Financial advisor
Full Profile

Kenneth Schley Salinas, CA

Professions & Specialties

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

Experience & Education

Title:
financial advisor at UBS
Location:
Salinas, California Area
Industry:
Financial Services
Full Profile

Estella Maciel Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Position:
Owner at Financial Advisor
Title:
Owner, Financial Advisor
Location:
Salinas, California Area
Industry:
Accounting
Work history:
Financial Advisor Owner
Full Profile

Kay Winter Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Independent Business Owners

Experience & Education

Title:
Financial advisor at --Self employed
Location:
Salinas, California Area
Industry:
Environmental Services
Full Profile

Ken Schley Salinas, CA

Professions & Specialties

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

Experience & Education

Title:
financial advisor at UBS
Location:
Salinas, California Area
Industry:
Financial Services
Full Profile

Phillip Vy Salinas, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Morgan Stanley
Location:
Salinas, California Area
Industry:
Financial Services
Full Profile

Blanca Farias Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Position:
Owner at Financial Advisor
Title:
Owner, Financial Advisor
Location:
Salinas, California Area
Industry:
Accounting
Work history:
Financial Advisor Owner
Full Profile

Nathan Steen Salinas, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Salinas, California Area
Industry:
Financial Services
Full Profile

Henry Nigos Salinas, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Nigos Investments 831-269-3100
Location:
Salinas, California Area
Industry:
Financial Services
Full Profile

Augustine Lopez Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Hospital Care Professional • Health Professional • Health Practitioner • Board Member • Chief Administrative Officer • Chief Operating Officer • Chief Executive • Corporate Executive • Management Team Executive • Operations Manager • General and Operations Manager • Director of Operations • Neurosurgeon • Cardiologist • General Internist • Obstetrician • Gynecologist • Medical Practice Professional • Medical Practitioner • Neurological Specialist • Neurologist • Surgical Specialist • General Practitioner • Accounts Receivable • Investor • Business Administrator • Bachelor of Science

Experience & Education

Position:
Chief Financial Officer at Salinas Valley Memorial Healthcare System
Title:
Chief Financial Officer of Salinas Valley Memorial Healthcare System
Location:
Salinas, California Area
Industry:
Hospital & Health Care
Work history:
Salinas Valley Memorial Healthcare System - Salinas, CaliforniaChief Financial Officersince May 2013San Gabriel Valley Medical Center / AHMC Healthcare Inc. - San Gabriel, CaliforniaChief Financial OfficerJan 2011 - May 2013
Skills:
Healthcare, Process Improvement, Hospitals, Strategy, Managed Care, Revenue Cycle, HIPAA,...
Languages:
Spanish
Served as a key financial advisor and member of the Board of Direc..
Full Profile

John Piero Salinas, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Property Manager • Real Estate Manager • Apprentice • Student Worker • Licensed Real Estate Broker • Counselor • Concierge • Supporting Member • Advisor • Team Member • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Chief Administrative Officer • Corporate Executive • Chief Executive • Bachelor of Science • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers • Market Analyst • Market Research Analyst • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Property Manager at Tomlinson Sisters Partnership
Location:
Salinas, California Area
Industry:
Music
Work history:
Tomlinson Sisters Partnership Property Managersince Jun 2010Creative Artists Agency Agency InternJan 2010 - Aug 2010
Skills:
I have experience in forecasting profits for various start ups in a given industry, I have...
Financial Advisor Intern at Merrill Lynch
Full Profile

Randy Oka Salinas, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Title:
Registered Investment Advisor
Location:
Salinas, California Area
Industry:
Investment Management
Financial Advisor at Morgan Stanley
Full Profile

Alyssa Geiger Salinas, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Program Coordinator • Organization Management • Non-Profit • Managers • Operations Manager • Volunteer • Counselor • Advisor • Manager • Co-Founder • Founder • Founding Member • Chief Executive • Researcher • Survey Researcher • Teaching Assistant • Educational Assistant Teacher • Tutor • Herb Doctor • Herbalist

Experience & Education

Position:
Program Coordinator at Monterey Institute of International Studies, Candidate: Masters of Public...
Title:
Masters of Public Administration in International Management at Monterey Institute of International Studies Candidate
Location:
Salinas, California Area
Industry:
Non-Profit Organization Management
Work history:
Monterey Institute of International Studies Program Coordinatorsince Jun 2010Monterey Institute of International Studies Candidate: Masters of Public Administration in International Managementsince 2009
Skills:
account management, customer service, design, english, fundraising, german, languages, listening,...
Student Financial Consultant at Helping Our Penninsula's E..
Full Profile

Steve Cooperstein Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Vice President • Chief Executive • Market Analyst • Market Research Analyst • Agent • Sales Agent • Sales Representative • Underwriter • Statistician

Experience & Education

Position:
Owner at Steve Cooperstein & Affiliates; Income Solutions For Life
Location:
Salinas, California Area
Industry:
Insurance
Work history:
Steve Cooperstein & Affiliates; Income Solutions For Life Ownersince May 1982Metropolitan Life Insurance Company Vice President - Long Range Strategic Market PlanningJun 1980 - May 1982
Skills:
Actuarial, Market research, Management, Technology use, Insight, Innovation, Expert witness
Financial Advisor Network,FAN,
Full Profile

Josh Edwards Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Apprentice • Business Administrator • Analysts • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Student Worker • Operations Manager

Experience & Education

Position:
Financial Analyst at Amazon
Location:
Salinas, California Area
Industry:
Accounting
Work history:
Amazon Financial Analystsince Nov 2011Fresh Express AccountantApr 2011 - Oct 2011
Financial Advisor Intern at Snider Retirement Stra..
Full Profile

Pat Kenedy Salinas, CA

Professions & Specialties

School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Principal at Kenedy Capital Consultants
Location:
Salinas, California Area
Industry:
Financial Services
Financial Advisor at Edward Jones
Full Profile

John Musni Salinas, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Adviser at Edward Jones
Location:
Salinas, California Area
Industry:
Investment Management
Financial Advisor at Wells Fargo Investments
Full Profile


Financial Consultants near Salinas, CA073146219292365San JoseCampbellLos GatosSanta CruzMontereyMorgan HillCapitolaWatsonvilleCarmelSaratoga