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Financial Consultants in San Carlos, CA

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14 results found

Kenneth Irvin San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveHR ManagerRegion ManagerTerritory Sales ManagerSales ManagerMaster of ScienceArea ManagerManagers

Experience & Education

Position:
Financial Advisor at Citi Personal Wealth Management
Title:
Financial Advisor at Citi
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Citi Personal Wealth Management - San Mateo, CAFinancial Advisorsince Apr 2012Chase - San Carlos, CAVice President InvestmentsSep 2009 - Apr 2012

Alex Phillips San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveHostInformation Technology SpecialistIT SpecialistSecurityVice PresidentHR ManagerCommunity Service ManagerOperations ManagerUnix AdministratorComputational ScientistSoftware DeveloperSoftware DevelopersSystems AdministratorComputer Systems AdministratorComputer ScientistsOrganization ManagementAir Transportation WorkerDesignersMathematicsMathematicianGovernment Administration ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGraphic Design SpecialistGraphic DesignerDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Owner at San Carlos Web
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
San Carlos Web - San Carlos, CAOwnersince Jun 2001Edward Jones - San CarlosFinancial AdvisorMar 2009 - Nov 2009
Skills:
Strategic Planning, Team Building, Information Technology, Small Business, Entrepreneurship, PHP,...

Lesley Hoelper San Carlos, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial OfficerFinancial ManagerInternal AuditorCertified AuditorFinancial Compliance ExaminerAuditorMathematicianIT Specialist

Experience & Education

Position:
Director of Accounting at Transparent Video Systems, Inc
Title:
Director of Accounting Transparent Video Systems
Location:
San Carlos, California
Industry:
Telecommunications
Work history:
Transparent Video Systems, Inc Director of Accountingsince 2007Purrfect Profits, Inc - San Carlos CaliforniaFinancial ConsultantJun 1996 - May 2007

James Roberts San Carlos, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerControllerOperations ManagerBachelor of ArtsDatabase Administration ProfessionalDatabase AdministratorMedical AssistantHealthcare Support

Experience & Education

Work

Company:
Perceptive insights
Financial consultant for start-up companies
Company:
Mlslistings & re infolink - Sunnyvale, CA
Director of finance & controller

Skills

Advanced Excel skills, Microsoft Office, SalesForce

Mick Teraki San Carlos, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness ManagerOperations Manager

Experience & Education

Work

Company:
Teraki financial consulting
Financial consultant
Company:
Sojitz motors, inc
Business manager - finance/accounting

Skills

ERP (Epicor, SAP, MAS, ADP accounting); MS OFFICE PROFESSIONAL

Mark Kornei San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorCo-FounderFinancial OfficerFinancial ManagerFounderFounding MemberChief ExecutiveEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSenior AssociateSupporting MemberTeam MemberAnalystsManagersStudent WorkerAccounting BookkeeperBookkeeper

Experience & Education

Position:
CFO and Co-Founder at Schilling Cider LLC
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Schilling Cider LLC - Seattle, WACFO and Co-Foundersince Nov 2011Silicon Valley Bank - Palo Alto, CASenior AssociateAug 2012 - Feb 2013
Intern- Financial Consultant at LPL Financial

William Chiu San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of ScienceApprenticeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerCounselorBusiness ConsultantAdvisorAccounting AnalystFinancial AnalystAdjunct InstructorLecturerPostsecondary TeacherModelManagerOperations ManagerProgrammerComputer ProgrammerData Entry SpecialistData ScientistSoftware DeveloperSoftware Developers

Experience & Education

Position:
Capital Management - Modeling Intern at Bank of America
Title:
M.S. Candidate in Analytics at Northwestern University
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Bank of America - San Francisco, CACapital Management - Modeling Internsince Jun 2013Allstate - Northbrook, ILMarketing Analytics - PracticumNov 2012 - Jun 2013
Skills:
Basel II, Essbase, SQL, SAS, R, Hadoop, Econometrics, Predictive Modeling, Machine Learning, Data...
Certifications:
Financial Risk Manager, Global Association of Risk Professionals
SAS Certified Base Programmer for SAS 9, SAS Institute Inc.

David Trujillo San Carlos, CA

Professions & Specialties

Financial ConsultantCollectorFinancial Services ProfessionalFinancial Services Sales AgentRepossessorCollections SpecialistProject ManagerHuman Resources SpecialistRecruitmentSports TrainerSports TrainersAdvertising ProfessionalAdvertising Sales AgentProject ManagersSupervisorManagersPersonnel CoordinatorPersonnel SpecialistSales ManagerSales DirectorAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDatabase Administration ProfessionalDatabase 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,...

Caglar Vural San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCo-FounderFounderFounding MemberChief ExecutiveCorporate ExecutiveOperations ManagerBusiness AdministratorRecognitionAdvertising ProfessionalAdvertising Sales AgentMaster of Business AdministrationBachelor of Science

Experience & Education

Position:
Co-Founder at DimeToDine Inc.
Title:
Co-Founder, DimeToDine Inc.
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
DimeToDine Inc. - Palo Alto CACo-Foundersince Jul 2011Kanarya Inc. - Palo Alto CACo-FounderNov 2007 - Apr 2013
Financial Advisor at Scheerer & Scheerer Co

Cameron Mitchell San Carlos, CA

Professions & Specialties

MediatorCounselorAdvisorArea ManagerManagersTerritory Sales ManagerRegion ManagerJuristLegal CounselTeam Member

Experience & Education

Work

Company:
Paddock mitchell llc
Mediator/dispute resolution consultant
Company:
Coast oil company llc - San Jose, CA
Territory sales manager

Skills

Microsoft Office, Google Docs, Boolean Search, Social Media, Westlaw, LexisNexis, Copy/Content...

Troy Pittock San Carlos, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentArea Sales ManagerRegional Sales ConsultantSales RepresentativeDesign ConsultantDesign ProfessionalDesign ExpertChairpersonChief ExecutiveMaster of Business AdministrationManagement AnalystAnalysts

Experience & Education

Work

Company:
Solarcity corporation
Regional sales manager
Company:
Solarcity corporation
Solar design consultant

Flora Burke San Carlos, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorArea ManagerManagersPsychologistPsychology Specialist

Experience & Education

Work

Company:
Proexhibits
Consultant
Company:
Kabloom - San Clemente, CA
Proprietor

Michael Tamayo San Carlos, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorStudent Worker

Experience & Education

Work

Company:
Bbva compass investment solutions
Sr financial sales advisor
Company:
Wells fargo
Personal banker

Kevin Brent San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveCounselorAdvisor

Experience & Education

Work

Company:
Bob stall chevrolet
Commercial truck sales and financing
Company:
City chevrolet - San Diego, CA
Commercial truck and fleet sales


Financial Consultants near San Carlos, CA01,0932,1863,2794,3725,465San FranciscoOaklandPalo AltoSan MateoSunnyvaleMountain ViewFremontMenlo ParkRedwood CityHayward



Financial Consultants around San Carlos, CA

Alameda  (25)
Belmont  (7)
Brisbane  (5)
Burlingame  (25)
Cupertino  (44)
Daly City  (17)
Fremont  (68)
Hayward  (52)
Los Altos  (14)
Menlo Park  (68)
Millbrae  (9)
Mountain View  (73)
Newark  (13)
Oakland  (181)
Palo Alto  (131)
Redwood City  (54)
San Bruno  (10)
San Francisco  (5,465)
San Leandro  (17)
San Lorenzo  (5)
San Mateo  (126)
Sunnyvale  (90)
Union City  (17)

Financial Consultants in California

Sub-specializations

Financial Consultant  (14)