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Financial Consultants in California

Financial Consultants in San Diego, CA

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Here is a complete list of nearly all available Financial Consultants in San Diego, CA.

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249 results found

Brandon Cass San Diego, CA

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional

Experience & Education

Position:
Financial Advisor/ Stockbroker at Crowell, Weedon & Co.
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Crowell, Weedon & Co. Financial Advisor/ Stockbrokersince Feb 2005
Full Profile

Mark Weber San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper • Chairperson • Manager • Chief Executive • Operations Manager • Marketing Manager • Sound Engineer • Sound Artist • SEO Specialist • Web Marketer • Construction • Controller • Corporate Executive • Bartender • Service Operations Expert • Managers • Tour Guide • Chef • Food Preparer • Food Preparation Worker • Sales Representative

Experience & Education

Position:
Bookkeeper / Financial Consultant at Meze Mediterranean Cusine, President & Head Tinkerer at...
Title:
Small Business Books & Operations / Independent Restaurant Management
Location:
San Diego, California
Industry:
Management Consulting
Work history:
Meze Mediterranean Cusine - Gaslamp Quarter, San Diego, CABookkeeper / Financial Consultantsince Feb 2013Aught Five Small Business Solutions - San Diego, CAPresident & Head Tinkerersince Jan 2011
Full Profile

Donna Nauss San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Founder • Director of Quality Control • Chief Administrative Officer • Founding Member • Chief Executive • Compliance Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder and Consultant at D Nauss and Associates, LLC
Title:
Custom Compliance Consulting for Investment Advisors and Broker/Dealers
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
D Nauss and Associates, LLC Founder and Consultantsince Oct 2009LPL Financial SVP, Chief Compliance Officer - Advisory2004 - 2009
Resulted in increase in financial advisor response rate from 60% to 99% an..
Full Profile

Michael Dooher San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Co-Founder • General Partner • Operations Manager • Founder • Founding Member • Chief Executive • Partner • Representative • Advisor • Agent • Sales Representative • Financial Analyst • Financial Officer • Financial Manager • Project Managers • Accounting Bookkeeper • Bookkeeper • Entertainer

Experience & Education

Position:
Financial Consultant/Hiring Manager at AXA Advisors
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
AXA Advisors - 701 B St Ste 1500, San Diego, CA 92101Financial Consultant/Hiring Managersince Jan 2009Montezuma Money Management Co-founder, general partner, financial analystMar 2007 - Dec 2008
Full Profile

Zoran Konrad San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Software Engineer • Configuration Management • C# Developer • Computer Software Professional • JavaScript Developer • Software Developers • Software Deployment Engineer • Software Developer • Visual Basic Developer • Data Analyst • Information Technology Specialist • Data Entry Specialist • Data Scientist • IT Specialist • Biotechnology Professional • Biologist • Biological Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Medical Laboratory Professional • Medical Laboratory Technologist • Health Professional • Health Practitioner • Advertising Professional • Web Marketer • Advertising Sales Agent • Marketing Manager

Experience & Education

Position:
Sr. Software Engineer / Technical Lead / Application Architecture at LPL Financial
Title:
Sr. Software Engineer / Technical Lead
Location:
Greater San Diego Area
Industry:
Computer Software
Work history:
LPL Financial Sr. Software Engineer / Technical Lead / Application Architecturesince Feb 2010DefenseWeb Technologies, Inc. .NET Software Engineer2009 - 2010
Skills:
Software Development, Database Development, Web Application Development, ASP.NET, C#, SQL Server...
..information and market data to financial advisor applications while adhering to s..
Full Profile

Jonathan Terry San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Data Entry Specialist • Data Scientist • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Director of Operations • Information Technology Specialist • IT Specialist • Business Administrator • Office Clerk • Clerical Specialist • Project Managers • Chief Executive • Construction Specialist • Construction Laborer • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Service Center Rep at LPL Financial
Title:
LPL Financial
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
LPL Financial Service Center Repsince Nov 2009Eric McGlothen, LLC Operations Manager2007 - Apr 2009
Responding to Financial Advisor inquires
Full Profile

Paul Macdonald San Diego, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Advisor • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Insurance Professional • Underwriter • Graphic Designer • Psychology Specialist

Experience & Education

Position:
Wealth Management Advisor at MERRILL LYNCH BANK OF AMERICA, Wealth Management Advisor at...
Title:
Financial Advisor
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
MERRILL LYNCH BANK OF AMERICA Wealth Management Advisorsince May 2011Alternative Investment Solutions Wealth Management Advisorsince May 2011
Full Profile

Gary Johns San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Sales Manager • Regional Sales Consultant • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Construction • Business Administrator • Master of Business Administration • Property Manager • Real Estate Manager • Customer Service • Chief Executive • General and Operations Manager • HR Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Merrill Lynch - Greater San Diego AreaFinancial Advisorsince Sep 2012USA Wire and Cable Inc. - Temecula CASouthwest Regional Sales ManagerJan 2012 - Aug 2012
Full Profile

Bob Burton San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Contractor • Contractor • Accounts Payable • Accounts Payable Specialist • Advisor • Managers • Entertainer • Operations Manager • Chief Executive • Corporate Executive

Experience & Education

Position:
Financial Advisor at Dominion Financial Services, Inc.
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Dominion Financial Services, Inc. - La Mesa, CAFinancial Advisorsince Jul 2012Independent Capital Management - Greater San Diego AreaFinancial Services SpecialistApr 2011 - Jul 2012
Skills:
Retirement Planning, Retirement, Estate Planning, Securities, Disability Insurance, Insurance,...
Full Profile

Robert Lakosil San Diego, CA

Professions & Specialties

Investment Analyst • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Supporting Member • Representative • Coordinator • Team Member • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Consumer Goods Professional • Commodities Clerk • Student Worker • Nurse • Nurse Practitioner

Experience & Education

Position:
Associate Financial Advisor - Investment Analyst at Northwestern Mutual
Title:
Associate Financial Representative - Investment Analyst at Northwestern Mutual
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Northwestern Mutual Associate Financial Advisor - Investment Analystsince Mar 2011Northwestern Mutual Associate Financial Representative - Contract & Licensing CoordinatorOct 2010 - Mar 2011
Full Profile

Ann Marie Harmony San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Owner • Management Team Executive • Operations Manager • Chief Executive • Agent • Sales Representative • Solutions Advisor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Board member at Euphlotea, Owner, Independent Agent and Manufacturing Rep at Ann Marie Harmony
Title:
Game Changer/ Emerging Clean-Tech Fixer
Location:
San Diego, California
Industry:
Renewables & Environment
Work history:
Euphlotea Board membersince 2008Ann Marie Harmony Owner, Independent Agent and Manufacturing Repsince Jul 2001
Skills:
Entrepreneurship, Start-ups, Manufacturing, Budgets, Strategy, New Business Development, Research
Full Profile

David Lu San Diego, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Financial Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President | Financial Advisor at Morgan Stanley
Title:
CFP® | Senior Vice President | Financial Advisor at Morgan Stanley
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Morgan Stanley - San Diego, CASenior Vice President | Financial Advisorsince May 2009Wells Fargo Investments Senior Vice President | Senior Financial AdvisorAug 1997 - Apr 2009
Languages:
Mandarin Chinese
Certifications:
CERTIFIED FINANCIAL PLANNER™, CFP® Board of Standards, Inc.
Full Profile

Rick Dickinson San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Program Director • Operations Manager • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Business Development Recruiter at LPL Financial
Location:
San Diego, California
Industry:
Financial Services
Work history:
LPL Financial Business Development Recruitersince Jul 2012SunAmerica Financial Group - Greater Los Angeles AreaRegional Marketing AssociateMar 2012 - Jul 2012
Skills:
Series 6, Series 65, Series 63, Asset Management, Financial Planning, Insurance, Retirement...
Whether supporting a financial advisor
Full Profile

Brady Fuchs San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Concert Wealth Management
Title:
Financial Advisor, Concert Wealth Management
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Concert Wealth Management Financial Advisorsince Aug 2009Citi - Greater San Diego AreaFinancial Advisor2005 - 2009
Full Profile

Melanie Boone San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Counselor at University of California, San Diego, Financial Counselor at UC San Diego
Title:
Financial Counselor at University of California, San Diego
Location:
Greater San Diego Area
Industry:
Higher Education
Work history:
University of California, San Diego Financial CounselorUC San Diego Financial Counselorsince 1983
Full Profile

Christopher Demmler San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor for Demmler, Wardein, Russell and Associates at Merrill Lynch
Title:
Senior Financial Advisor, CRPC at Merrill Lynch
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Merrill Lynch Senior Financial Advisor for Demmler, Wardein, Russell and Associatessince Nov 2003Trust Company of the West Client Relations CoordinatorJun 2000 - Aug 2002
Skills:
Investments
Full Profile

Troy Koepplin San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Director • Chief Executive Officer • Chief Executive • Operations Manager • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Spokesperson • Representative

Experience & Education

Position:
Partner/Managing Director at San Diego Tax & Financial Associates, Financial Advisor at Sage...
Title:
Partner/Managing Director at San Diego Tax & Financial Associates
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
San Diego Tax & Financial Associates - Carlsbad, CAPartner/Managing Directorsince Oct 2012Sage Point Financial, Inc. - Carlsbad, CAFinancial Advisorsince 2008
Skills:
Series 7, Retirement Planning, Investments, Strategic Financial Planning, Financial Advisory,...
Full Profile

Zulma Muoz San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • Account Manager • Master of Business Administration • Bachelor of Arts • Managers

Experience & Education

Work

Company:
Centre city development corp. - San Diego, CA
Accountant
Company:
Army community services - Stuttgart, AR
Personal financial counselor

Skills

Bilingual English/ Spanish
Full Profile

Shavon Lindley San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Operations Manager • Host • Certified Nurse Aide • Nurse • Nurse Practitioner • Organization Management

Experience & Education

Position:
CEO at Women Evolution, Host at Market Pulse Radio Show, Financial Advisor (CA Insurance...
Title:
CEO Women Evolution and Radio Show Host
Location:
Greater San Diego Area
Industry:
Nonprofit Organization Management
Work history:
Women Evolution - San Diego, CACEOsince Jun 2008Market Pulse Radio Show - Greater San Diego AreaHostsince Oct 2010
Full Profile

James Schwager San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Chief Executive • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Apr 2002Morgan Stanley Financial Advisor1999 - 2001
Skills:
Comprehensive Financial Planning, Investment Advice, Family Planning/Family Changes, Retirement...
Full Profile

Nils Clark San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Wells Fargo Investments
Location:
Greater San Diego Area
Industry:
Facilities Services
Work history:
Wells Fargo Investments Financial Consultant
Full Profile

Matthew Anderson San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Professor

Experience & Education

Work

Company:
Ucsd
Professor
Company:
Cartier financial group - El Cajon, CA
Financial advisor
Full Profile

Dre Sherrill San Diego, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Certified Financial Planner at MetLife Investors
Title:
Certified Financial Planner
Location:
San Diego, California
Industry:
Financial Services
Work history:
MetLife Investors Certified Financial Plannersince Aug 2011ExperienceEdward Jones Investments Financial AdvisorMay 2010 - Mar 2011
Languages:
English, French, Spanish
Certifications:
Series 7 & Series 66, FINRA
Life, Health & Disability Insurance License, California Department of Insurance; Washington Office of the Insurance Commissioner
Full Profile

Rod Oliva San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Advanced Financial Advisor at Ameriprise Financial
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advanced Financial Advisorsince Jul 2000Krauss Whiting LLC Accountant1999 - 2000
Full Profile

Irvine Ramos San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Western & southern life
Financial advisor
Company:
Geico
Insurance agent
Full Profile

Sepehr Rezaei San Diego, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Professional Banker/ Account Specailist/ Financial Advisor at WellsFargo
Location:
Greater San Diego Area
Industry:
Banking
Full Profile

John Wise San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Claims Examiner • Property Manager • Real Estate Manager

Experience & Education

Position:
. at ., Financial Consultant at AXA Advisors
Title:
Financial Consultant at AXA Advisors
Location:
San Diego, California
Industry:
Financial Services
Work history:
. .since Jun 2012AXA Advisors - San DiegoFinancial Consultantsince Jun 2012
Full Profile

Raul Blum San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
International financial advisor at PRIVATE PORTFOLIOS, INC.
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
PRIVATE PORTFOLIOS, INC. International financial advisor
Full Profile

Dwight Kensil San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Board Member • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Recognition • Construction • Controller • Accounting Bookkeeper • Bookkeeper • Student Worker • IT Specialist

Experience & Education

Position:
Financial Advisor (Acting CFO) at NoteVault Inc
Title:
Acting CFO - NoteVault Inc
Location:
Greater San Diego Area
Industry:
Construction
Work history:
NoteVault Inc - Del Mar, CA, 92130Financial Advisor (Acting CFO)since Jul 2011Apacheta Corporation - Greater Philadelphia AreaCFO/ControllerApr 2005 - Oct 2010
Languages:
German, Dutch
Full Profile

Alexandra Kinander San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at LPL
Title:
Financial Advisor at LPL, Member FINRA/SIPC, CA Insurance Lic.#0F80681
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
LPL Financial Advisorsince Jul 2007Souza, Cescon Avedissian, Barrieu e Flesch Advogados AssociateSep 2002 - Oct 2003
Full Profile

Darrell Dykes San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Wells Fargo Investments
Location:
Greater San Diego Area
Industry:
Investment Management
Full Profile

Racquel Kolsrud San Diego, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Portfolio Manager at Dowling & Yahnke
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Dowling & Yahnke Portfolio Managersince Jul 2009Charles Schwab VP Financial ConsultantJan 2000 - Jun 2009
Skills:
We develop customized wealth management plans to protect your assets and help you achieve your...
Full Profile

Travis Fago San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Owner / LPL Financial Advisor at Fago Wealth Management
Title:
Owner / LPL Financial Advisor at Fago Wealth Management / CA Lic. #0D29634
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Fago Wealth Management Owner / LPL Financial Advisorsince 2012Morgan Stanley Smith Barney -2008 - 2012
Full Profile

Giuliana Monterroza San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
San Diego, California
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Oct 2010Wells Fargo Advisors Investment ConsultantDec 2007 - 2010
Languages:
English, Spanish
Full Profile

Brandon Lagao San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Brand Officer • Chief Executive • Marketing Consultant • Advertising Professional • Market Analyst • Market Research Analyst • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
Brand Manager at ArtistiCreation, Marketing Consultant & Financial Advisor at The Industry...
Title:
Brand Manager at ArtistiCreation
Location:
Greater San Diego Area
Industry:
Marketing and Advertising
Work history:
ArtistiCreation Brand Managersince Jan 2010The Industry Standard Marketing Consultant & Financial Advisorsince Jan 2006
Skills:
Marketing Strategy, Social Media Marketing, Account Management, Sales, Leadership, Marketing, New...
Full Profile

Matt Pontes San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Football Coach • Sports Game Coach

Experience & Education

Position:
Independent Financial Advisor at BDT & Associates
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
BDT & Associates - Greater San Diego AreaIndependent Financial Advisorsince Aug 2009Coronado High School - Corondao High SchoolAssistant Football CoachJun 2009 - Jan 2012
Skills:
Customer Service, Excel, Financial Planning, Investments, Strategic Planning, Planning, Budgeting,...
Full Profile

Jerry Troyer San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Managers • Chief Executive • Marketing Manager • Operations Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Consultant at Sammons Securities
Title:
Financial Consultant
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Sammons Securities Financial Consultantsince Mar 2006Edward Jones Registered RepresentativeApr 1997 - Feb 2006
Skills:
Managing Accounts
Full Profile

Antonio Izaguirre San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Smith barney
Location:
Greater San Diego Area
Industry:
Facilities Services
Full Profile

Maria Westberg San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Maria A. Westberg
Title:
Financial Consultant
Location:
Greater San Diego Area
Industry:
Accounting
Work history:
Maria A. Westberg Financial Consultantsince Oct 2007
Full Profile

Divya Kalaga San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Advisor • Supporting Member • Team Member • Master of Business Administration • Operations Manager • Recruitment

Experience & Education

Title:
Financial Services Professional
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Cricket Communications Inc. - San DiegoInternal Audit InternSep 2012 - Dec 2012Merrill Lynch - Greater San Diego AreaSummer InternMay 2011 - Aug 2011
Certifications:
2013 Level III CFA Candidate, CFA Institute
Assisted a senior Financial Advisor in creating asset allocation pro..
Full Profile

Jack Shirley San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tax Consultant • Certified Public Accountant • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Graphic Design Specialist • Graphic Designer

Experience & Education

Position:
CPA and Tax/Finance Consultant at Friedman Brannen LLP
Title:
CPA and Tax/Finance Consultant, Friedman Brannen LLP
Location:
Greater San Diego Area
Industry:
Accounting
Work history:
Friedman Brannen LLP CPA and Tax/Finance Consultantsince Feb 2003Polito Muscio Associates LLP Tax/Financial ConsultantDec 1999 - Feb 2003
Full Profile

Timothy Podell San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Founder • Operations Manager • Founding Member • Chief Executive

Experience & Education

Position:
Investment Executive at Wedbush Securities
Title:
Investment Executive
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Wedbush Securities - San Diego/Santa BarbaraInvestment Executivesince May 2007A.G. Edwards & Sons, Inc. Financial ConsultantOct 1995 - Apr 2007
Skills:
Professional Backgammon Player, Series 63, Securities, Financial Planning, Portfolio Management,...
Full Profile

Eric Davison San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Team Member • Advisor • Sales Representative

Experience & Education

Position:
Northwest Associate Vice President at Griffin Capital
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Griffin Capital Northwest Associate Vice Presidentsince May 2011Priority Capital Group WholesalerNov 2009 - Feb 2011
Full Profile

Al Matt San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor / Financial Services Representative at MetLife
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
MetLife Financial Advisor / Financial Services Representativesince Apr 2010
Full Profile

Louis Arathoon San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
San Diego Investment Examiner at Examiner.com, Financial Advisor at Independence Planning, Inc.
Title:
San Diego Investment Examiner at Examiner.com
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Examiner.com San Diego Investment Examinersince 2009Independence Planning, Inc. Financial Advisorsince 2003
Full Profile

Brendan Mcmurtrie San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AXA Advisors
Title:
Financial Consultant
Location:
San Diego, California
Industry:
Financial Services
Work history:
AXA Advisors - Greater San Diego AreaFinancial Consultantsince Sep 2012
Full Profile

Jeff Forman San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Principal at Foothill Securities, Inc. (Self-employed), Financial Advisor at Foothill...
Title:
Registered Principal at Foothill Securities, Inc.
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Foothill Securities, Inc. Registered PrincipalFoothill Securities, Inc. Financial Advisorsince 1992
Full Profile

Gavin Lodge San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Director • Operations Manager

Experience & Education

Position:
Financial Advisor at Harry S. Lodge & Associates
Title:
Financial Advisor / Insurance Agent
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Harry S. Lodge & Associates - Tucson, Arizona AreaFinancial Advisorsince Aug 2009AEGON / Transamerica - Louisville, KYDirector, Advisor ResourcesMay 1999 - May 2009
Full Profile

Daniel Bound San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Financial Advisor
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Apr 2002
Full Profile

Michael Carder San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Manager, Marketing Regulatory Review at LPL Finanical
Title:
Manager at LPL Financial
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
LPL Finanical Manager, Marketing Regulatory Reviewsince May 2008FSC Financial Group Financial Advisor1988 - 2008
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Financial Consultants near San Diego, CA021426384105La JollaChula VistaLa MesaNational CityBonitaSpring ValleyImperial BeachLemon Grove