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Financial Consultants in San Clemente, CA

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28 results found

Nick Clark Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystCoordinatorBusiness AdministratorAnalystAnalystsManagersBuyerBuyer and SellerSales RepresentativeSharePoint AdministratorInformation Technology SpecialistNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorIT SpecialistBachelor of ScienceOperations Manager

Experience & Education

Position:
Senior Financial Analyst at Callaway Golf
Location:
Orange County, California Area
Industry:
Sports
Work history:
Callaway Golf Senior Financial Analystsince Jul 2013Callaway Golf Financial ConsultantMay 2013 - Jul 2013

Mike Machado Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance agentCustomer ServiceClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndustrial EngineerBuyerRegional Sales ConsultantSales RepresentativeBuyer and SellerCustomer RelationsMarketing ManagerSupporting MemberTeam MemberHigh School DiplomaField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Property and Casualty Insurance Agent at Automobile Club of Southern California
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Automobile Club of Southern California - San Clemente, CaProperty and Casualty Insurance Agentsince Jun 2012T &T Financial Services - Anaheim, CaFinancial ConsultantDec 2010 - Jun 2012

Lisa Guild Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInstructorPedagogueFinancial DirectorDirectorFinancial OfficerFinancial ManagerOperations ManagerCertified Public AccountantControllerAccounting BookkeeperBookkeeperCounselorAdvisor

Experience & Education

Position:
Spin Instructor at CB Cycle Barn, Financial Consultant - Interim CFO at Accounting & Financial...
Title:
Spin Instructor at CB Cycle Barn
Location:
Orange County, California Area
Industry:
Apparel & Fashion
Work history:
CB Cycle Barn - San Clemente, CASpin Instructorsince Jan 2013Accounting & Financial Consulting Financial Consultant - Interim CFOsince Jan 2006

Bill Field Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerControllerCounselorAdvisorChief ExecutiveOperations ManagerBusiness Unit ControllerControlling SpecialistMaster of Business Administration

Experience & Education

Position:
Financial Consultant - Manufacturing Operations Finance and Cost Accounting at Boston Scientific...
Title:
Director of Finance, Controller, Consultant - Expertise Mfg Operations
Location:
Orange County, California Area
Industry:
Electrical/Electronic Manufacturing
Work history:
Boston Scientific (formerly Cameron Health) - San Clemente CAFinancial Consultant - Manufacturing Operations Finance and Cost Accountingsince Oct 2011Barksdale (Division of Crane Company) - Los Angeles, CAFinancial Consultant - Manufacturing Operations Finance and Cost AccountingApr 2011 - Oct 2011
Skills:
Attended training on QAD Manufacturing Operations, Cost Accounting, Financial Modeling, Business...

Charles Krugh Santa Ana, CA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentSecurityChief Executive OfficerChairpersonSales ManagerSales DirectorCorporate ExecutiveChief ExecutiveFinancial ManagerUnderwriter

Experience & Education

Position:
CEO at Doctor's Financial Network
Title:
Provider of Financial Security to Physicians and Dentists across the Country
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Doctor's Financial Network - San Clemente, CACEOsince Jan 2003MassMutual Financial Group - Newport Beach, CASales ManagerJul 2001 - Jan 2003
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Chartered Life Underwriter, The American College

Michael Mills San Clemente, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeSales DirectorChief ExecutiveSales ManagerRegional Sales ConsultantSales Representative

Experience & Education

Work

Company:
Us bancorp investment services
Senior financial advisor, private client group
Company:
Chase investment services - San Diego, CA
Senior investment representative

Skills

Exceptional presentation skills, strong desire to exceed goals, extensive producer relationships,...

Kevin Pilot Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMathematicsMathematicianPlannerPublisherBusiness AdministratorAdvisorPublishing ProfessionalBachelor of ScienceComputational ScientistComputer ScientistsOperations ManagerCorporate ExecutiveChief ExecutivePartnerFounderFounding Member

Experience & Education

Position:
Graduate Student at Talbot Theological Seminary
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Talbot Theological Seminary - La Mirada, CAGraduate Studentsince Jan 2004Private Wealth Advisors - San Clemente, CAFinancial Advisor/PlannerJan 2004 - Sep 2008

Sean Watson Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentWriter and EditorHospital Care ProfessionalHealth ProfessionalHealth PractitionerJudicial Law Clerk

Experience & Education

Position:
Technical Writer and Editor at Amada Senior Care
Location:
Orange County, California Area
Industry:
Hospital & Health Care
Work history:
Amada Senior Care - San Clemente, CATechnical Writer and Editorsince Aug 2013Cambridge Financial Center - Lehi, UTFinancial AdvisorMar 2013 - May 2013
Certifications:
Utah Life Insurance License

Jeff Quiggle San Clemente, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerAgentSales AgentSales RepresentativeCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor & Registered Principal at Centaurus Financial, Inc., Securities...
Title:
Financial Advisor at Centaurus Financial, Inc.
Location:
San Clemente, California
Industry:
Financial Services
Work history:
Centaurus Financial, Inc., Securities Broker/Dealer, Registered Investment Adviser, MemberFINRA SIPC - San Clemente, CaliforniaFinancial Advisor & Registered PrincipalGirard Securities, Inc., Registered Investment Adviser & Member FINRA SiPC MSRB - San Clemente, CaliforniaRegistered Principal2002 - 2013

Alicia Batista San Clemente, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTeam MemberAdvisorAgentSales RepresentativeSales Agent

Experience & Education

Work

Company:
State farm- tom gorski
Licensed agent team member/financial advisor
Company:
Renaissance club sport - Aliso Viejo, CA
Membership sales representative

Pierre Gendreau San Clemente, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersSales ManagerSales DirectorBusiness Development ManagerVice PresidentOperations ManagerChief ExecutiveAdvisorCompliance ManagerOffice ClerkClerical SpecialistBachelor of ArtsSales RepresentativeFinancial Compliance ExaminerAuditor

Experience & Education

Work

Company:
Global financial data
Sales manager/business development manager
Company:
Chase investment services, corp - Mission Viejo, CA
Vice president - investments/financial advisor

Pierre Gendreau San Clemente, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersSales ManagerSales DirectorBusiness Development ManagerVice PresidentOperations ManagerChief ExecutiveAdvisorCompliance ManagerOffice ClerkClerical SpecialistBachelor of ArtsSales RepresentativeFinancial Compliance ExaminerAuditor

Experience & Education

Work

Company:
Global financial data
Sales manager/business development manager
Company:
Chase investment services, corp - Mission Viejo, CA
Vice president - investments/financial advisor

Natalie Young San Clemente, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRegional Vice PresidentVice PresidentChief Executive

Experience & Education

Work

Company:
Mercer global advisors
Regional vice president - financial advisor
Company:
Cuna mutual retirement solutions - Orange County, CA
Regional vice president

Nick Ragenovich San Clemente, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEntrepreneurIndependent ContractorManagersContractorIndependent Business Owners

Experience & Education

Work

Company:
Baskin robbins franchisee
Self employed
Company:
Smith barney - Laguna Niguel, CA
Financial consultant

Doreen Sciulla Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AdministratorOperations Manager

Experience & Education

Work

Company:
Bank of america merrill lynch - Laguna Niguel, CA
Financial advisor, pmd trainee
Company:
Edward jones - San Clemente, CA
Branch office administrator

Linda Fraser Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentNon-ProfitOffice AssistantOrganization ManagementAssistant to the PresidentOffice ClerkClerical SpecialistAdministrative AssociateAdministrative ClerkEditorExecutive Vice PresidentOperations ManagerVice PresidentChief ExecutiveAdvisorAnalystsChief Operating OfficerDeputy ManagerFinancial OfficerFinancial ManagerGeneral and Operations ManagerDirector of OperationsEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonMaster of ScienceAccounting BookkeeperBookkeeper

Experience & Education

Position:
Program Administrator at Simon Family Foundation
Title:
Program Administrator for Simon Family Foundation
Location:
Orange County, California Area
Industry:
Nonprofit Organization Management
Work history:
Simon Family Foundation - San Clemente, CAProgram Administratorsince Jul 2008NetShare.com Virtual Assistant to President and Executive Vice PresidentDec 2005 - Jan 2009
Executive Assistant to Financial Advisor at Northwestern Mutual Financial..

Jane Dawson San Clemente, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerPartnerCorporate ExecutiveChief ExecutiveMarketing ManagerCoordinatorManagersActing ProfessionalComedianImpersonatorSEO SpecialistWeb MarketerBusiness Development ManagerOperations ManagerVice PresidentFounding MemberTutorHospital Care ProfessionalWellness and FitnessPsychology SpecialistMassage TherapyDietetic TechnicianHealth ProfessionalHealth PractitionerMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Treatment Coordinator at Freehab, Inc., Interventionist & Recovery Services Specialist at New...
Title:
Executive Director and Treatment Specialist
Location:
San Clemente, California
Industry:
Mental Health Care
Work history:
Freehab, Inc. - Greater Los Angeles AreaTreatment Coordinatorsince Nov 2012New Life Intervention - Southern CaliforniaInterventionist & Recovery Services Specialistsince Jul 2012
Financial Advisor at Morgan Stanley

Timothy Kares San Clemente, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentFinancial DirectorChief Executive OfficerChief ExecutiveFinancial OfficerFinancial ManagerCorporate ExecutiveDeputy ManagerOperations ManagerBachelor of Science

Experience & Education

Work

Company:
Blendbase group llc
Executive director
Company:
Camden group - El Segundo, CA
Vice president- finance

Skills

FINRA Series 7 and 66 Securities and Financial Advisor License / CA Life & Health License

Michael Rothstein San Clemente, CA

Professions & Specialties

Certified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerMarketing ProfessionalAdvertising Sales AgentSales DirectorVice PresidentSales ManagerChief ExecutiveOperations ManagerFinancial Manager

Experience & Education

Work

Company:
First financial resources - Newport Beach, CA
Sales director
Company:
Peachtree settlement funding
Vice president - business development

Kevin Ward San Clemente, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPersonal TrainerFitness TrainerHead CoachSports Game CoachPhysical TherapistPhysical TherapistsDirectorOperations ManagerBachelor of Science

Experience & Education

Work

Company:
La fitness
Gm
Company:
C.s.c.s - Fort Myers, FL
Top revenue-generating personal trainer each year

Eric Hersom San Clemente, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirector of OperationsOperations ManagerControllerFinancial OfficerFinancial ManagerFinancial AnalystBusiness AdministratorBachelor of Science

Experience & Education

Work

Company:
Powerwave
Director of operations accounting and analysis
Company:
Clarient - Aliso Viejo, CA
Corporate controller

Skills

Public Speaking - Toastmasters

B C San Clemente, CA

Professions & Specialties

Financial Services Sales AgentBuyerBuyer and SellerSales RepresentativeAnalystAnalysts

Experience & Education

Work

Company:
N/a
Internet marketing
Company:
N/a - N/A
Buyer/inventory analyst

Skills

Microsoft Excel, Word, PowerPoint, Outlook, ERP/MRP Microsoft Dynamics Navision and Axapta, Google...

Elizabeth Guild San Clemente, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorChief Executive OfficerFinancial OfficerFinancial ManagerCorporate ExecutiveChief Executive

Experience & Education

Work

Company:
Confidential apparel & shoe company
Cfo
Company:
Confidential apparel & shoe company
Ceo

Kevin Johnson San Clemente, CA

Professions & Specialties

Independent Wireless ProfessionalWireless ProfessionalNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorTechnicianTechnical SpecialistTechnical Support Specialists

Experience & Education

Work

Company:
Verizon wireless
Wireless consultant
Company:
Ordinance technician

Michael Aleman San Clemente, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveProject ManagersProject ManagerMarketing ManagerBachelor of ScienceClient Service OfficerCustomer ServiceField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Dynalloy, inc. - Tustin, CA
Project manager
Company:
Proshot golf - Irvine, CA
General manager

Steve Smith San Clemente, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeMarketing ManagerMarketing AdministratorProperty ManagerReal Estate Manager

Experience & Education

Specialties:
Residential sales, Luxury homes, First time home buyers, Staging
Work:
Harcourts Distinctive Coast Properties
San Clemente, CA
(949) 632-8139 (Phone)
License #01254754
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Awards:
Former "Rookie of the year", consistent national top producer
Skills:
Realtor for 25 years in California and Oregon., Former Olympian, World record holding athlete., Formar international Marketing Manager, Former Licensed financial consultant

Brennen Jones Los Angeles, CA

Professions & Specialties

Financial Services Sales AgentMaster of Business AdministrationLicensed Real Estate BrokerProperty ManagerReal Estate ManagerApprenticeMarketing DirectorChief ExecutiveAthletesStudent WorkerAnalystsCorporate ExecutiveIT Specialist

Experience & Education

Position:
MBA Candidate at University of Southern California
Location:
Los Angeles, California
Industry:
Real Estate
Work history:
University of Southern California - Greater Los Angeles AreaMBA Candidatesince Aug 2011Skullcandy Inc. - San Clemente, CAMarketing Operations InternSep 2012 - Dec 2012
Skills:
Strategy, Budgets, Marketing, Cross-functional Team Leadership, Financial Modeling, Accounting,...
Financial Advisor at Dell

Erik Mura Denver, CO

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOperations CoordinatorOperations OfficerAgentSales RepresentativeOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Financial Operations Coordinator at World Fuel Services
Location:
Denver, Colorado
Industry:
Airlines/Aviation
Work history:
World Fuel Services - Denver, CoFinancial Operations Coordinatorsince Apr 2013State Farm Insurance - San Clemente, CaAgent StaffJan 2012 - Sep 2012
Financial Advisor at Independent Capital Managemen..


Financial Consultants near San Clemente, CA04198381,2571,6762,095Santa AnaIrvineNewport BeachLaguna BeachCarlsbadCosta MesaAnaheimSan Juan CapistranoTemeculaOrange



Financial Consultants around San Clemente, CA

Anaheim  (62)
Carlsbad  (97)
Corona  (38)
Costa Mesa  (69)
Dana Point  (18)
El Toro  (35)
Fallbrook  (9)
Irvine  (353)
Laguna Beach  (116)
Murrieta  (19)
Newport Beach  (218)
Oceanside  (28)
Orange  (52)
Santa Ana  (2,095)
Temecula  (56)
Tustin  (37)
Wildomar  (3)

Financial Consultants in California

Sub-specializations

Financial Consultant  (28)