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Financial Consultants in California

Financial Consultants in San Francisco, CA

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249 results found

Deanna Book San Francisco, CA

Professions & Specialties

Teller • Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Assistant Branch Manager • Marketing Manager • Operations Manager • Business Unit Manager • Business Administration Specialist • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Service Manager • Assistant Manager • Recognition • Service Operations Expert • Managers • Customer Service • Client Service Officer

Experience & Education

Position:
BRANCH SALES MANAGER at Bank of the West
Title:
BANK OF THE WEST
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Bank of the West - San Jose MainBRANCH SALES MANAGERsince May 2010WELLS FARGO BANK BRANCH MANAGER, IIIApr 2005 - Apr 2010
Skills:
Credit, Financial Services, Wealth Management, Deposits, Mortgage Lending, Banking, Insurance,...
Languages:
Spanish
Certifications:
NOTARY, STATE OF CALIFORNIA
Paralegal Certificate
Full Profile

Amy Coleman San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Manager • Chief Executive • Marketing Manager • Operations Manager • Marketing Professional • Brand Planner • Advertising Sales Agent • Brand Representative • Organization Management • Market Research Analyst • Internet Marketing Manager • Web Marketer • Public Relations Professinal • Law Specialist • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Marketing at Louis Batmale Financial Advisor
Title:
Director of Marketing with LFB Financial Advisor
Location:
San Francisco Bay Area
Industry:
Nonprofit Organization Management
Work history:
Louis Batmale Financial Advisor - San RafaelDirector of Marketingsince May 2013Kiddo! (The Mill Valley Schools Foundation) Business Programs ManagerMar 2011 - Mar 2013
Skills:
Marketing Communications, Social Media, Event Planning, Public Relations, Event Management,...
Full Profile

Rafael Costa San Francisco, CA

Professions & Specialties

Investment Banking Analyst • Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • School Principal • School Administrator • Educational Manager • Co-Manager • Manager • Operations Manager • Student Worker • Founding Member • Chief Executive • Corporate Executive • Analysts • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Investment Professional at Summit Partners
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Summit Partners - Menlo Park, CAInvestment Professionalsince Jul 2013UBS Investment Bank - New YorkInvestment Banking Analyst - Global Technology, Media & Telecommunications GroupJul 2011 - Jul 2013
Languages:
Portuguese, Spanish
Exclusive financial advisor to Caisse de d
Full Profile

Xiaoyi Fan San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Research Associate • Research Specialist • Research Scientist • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Investor • Team Member • Model

Experience & Education

Position:
Financial Research Associate at Wellspring Consulting
Title:
Financial Research Associate
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wellspring Consulting - San Francisco Bay AreaFinancial Research Associatesince May 2011CCG Financial Advisors - Greater New York City AreaFinancial Advisor AssociateNov 2010 - Apr 2011
Skills:
Valuation, Portfolio Management, Data Analysis, Market Research, English, Financial Modeling,...
Full Profile

Jeff Thomson San Francisco, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Senior Associate • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Financial Manager • Analysts • Managers • Chief Executive • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Senior Associate, Portfolio Management at New York Life Investments
Location:
San Francisco, California
Industry:
Investment Management
Work history:
New York Life Investments - San FranciscoSenior Associate, Portfolio Managementsince Sep 2011Verde Corporate Realty Services - HoustonReal Estate Financial ConsultantOct 2010 - Jan 2011
Certifications:
CFA Level II Candidate, CFA Institute
ARGUS Certified (ARGUS Valuation-DCF), ARGUS Software
Full Profile

David Toth San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Financial Director • Manager • Financial Officer • Financial Manager • Master of Business Administration • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Financial Consultant at Free Hot Water
Title:
Financial Consultant
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
Free Hot Water Financial ConsultantSolyndra Financial Consultant2010 - 2011
Skills:
Financial Analysis, Financial Modeling, Strategic Financial Planning, Analysis, Start-ups,...
Full Profile

Derek Del San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant
Location:
San Francisco Bay Area
Industry:
Investment Management
Full Profile

Francisco Galvan San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Counselor • Analysts • Advisor • Research Analyst • Research Assistant • Researcher • Survey Researcher • Contractor • Model • Master of Science • Finance and Accounting Specialist • Independent Business Owners • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Data Entry Specialist • Data Scientist

Experience & Education

Position:
Senior Financial Consultant/Analyst at Wells Fargo
Title:
Deposits Product Group - Finance
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Wells Fargo - San Francisco Bay AreaSenior Financial Consultant/Analystsince Jan 2011Self - Employed (Special Projects) Investment Research Analyst/ConsultantMay 2009 - Dec 2011
Full Profile

Sara Wirtjes San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional

Experience & Education

Position:
SOX Compliance/SEC Reporting at Actel
Title:
SOX Compliance/SEC at Actel
Location:
San Francisco Bay Area
Industry:
Semiconductors
Work history:
Actel SOX Compliance/SEC Reportingsince Feb 2007Accretive Solutions Financial ConsultantJun 2005 - Feb 2007
Full Profile

Keo Sar San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Services Professional at MassMutual Financial Group
Title:
Mass Mutual Financial Group
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - San Francisco Bay AreaFinancial Services Professionalsince May 2013Wells Fargo Bank - West Portal OfficeWells Fargo Advisors AssociateJul 2009 - May 2012
Languages:
English, Central Khmer
Certifications:
Series 6/63, FINRA
Life-Only/Accident and Health/Variable Contracts, California Department of Insurance
I also work closely with my senior Financial Advisor to get in investment assets as t..
Full Profile

Adam Cataldo San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hacker • Software Engineer • Computer Software Professional • Computer Security Specialist • Security and Investigations Professional • IT Security • Software Developers • Disk-Jockey • Entertainer • Software Developer • Computer Scientists • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Biotechnology Professional • Survey Researcher • Biologist • Biological Scientist • Operations Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Staff Software Engineer at Wealthfront Inc., Main Contributor at DJ Scrooge
Title:
Hacker and Quant
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Wealthfront Inc. - Palo Alto, CAStaff Software Engineersince May 2013DJ Scrooge - Saratoga, CAMain Contributorsince May 2012
Skills:
Java, Oracle, PostgreSQL, Python, Scrum, Multithreading, I18n, Distributed Systems
..out the world's largest software-based financial advisor
Full Profile

Ami Ibarra San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Analysts • Manager • Operations Manager • Paralegal • Sales Representative • Research Assistant • Researcher • Survey Researcher • Student Worker

Experience & Education

Position:
Private Client Advisor at JPMorgan Chase Bank NA
Title:
Private Client Advisor
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
JPMorgan Chase Bank NA Private Client Advisorsince Jan 2011Bank of America/ Merrill Lynch Wealth Management Financial AdvisorSep 2009 - May 2011
Full Profile

Shauna Steib San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Brand Planner • Advertising Sales Agent • Brand Representative • Business Intelligence Professional • Business Consultant • Advisor • Computer Software Professional • Software Developers • Chief Administrative Officer • Marketing Manager • Chief Executive

Experience & Education

Position:
Senior Product Marketing Specialist at Adaptive Planning
Title:
Senior Product Marketing Specialist I Creator of Engaging Content and Insightful Marketing Strategist
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Adaptive Planning - Mountain View, CaliforniaSenior Product Marketing Specialistsince Mar 2013Adaptive Planning - Mountain View, CaliforniaSenior Financial ConsultantMar 2012 - Mar 2013
Full Profile

Lucinda Brainerd San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
6th and 7th Grade Teacher at St. Isidore School, Financial Advisor at Primerica
Title:
6th and 7th Grade Teacher at St. Isidore School
Location:
San Francisco Bay Area
Industry:
Retail
Work history:
St. Isidore School - Danville, California6th and 7th Grade Teachersince Jan 2012Primerica - Pleasanton, CaFinancial Advisorsince Jul 2011
Full Profile

Sharon Lexa San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Portfolio Manager • Puchasing and Estimating Manager • Captain • Research Analyst • Mathematics • Research Assistant • Researcher • Survey Researcher • Mathematician • Market Analyst • Market Research Analyst • Financial Manager • Chief Executive • Advisor

Experience & Education

Title:
Financial Advisor at Bank of America/Merrill Lynch Training Captain at Leukemia & Lymphoma Society Team in Training
Location:
San Francisco Bay Area
Industry:
Investment Management
Full Profile

Ann Marie Lang San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Services Professional at New York Life Insurance Company
Title:
Financial Advisor at New York Life
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
New York Life Insurance Company Financial Services Professionalsince 2009Ameriprise Financial Financial Advisor2007 - 2009
Skills:
Retirement Planning, Variable Annuities, Strategic Financial Planning, Retirement, Fixed Annuities
Full Profile

Joseph Turfa San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Investment Advisor Serving the Novato-Sonoma-Napa Branches. at Joseph Turfa
Title:
Investment Advisor with CUSO Financial Services, L.P. at Redwood Credit Union
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Joseph Turfa Investment Advisor Serving the Novato-Sonoma-Napa Branches.since Oct 2009Independent Financial Advisor AXA AdvisorsJan 2007 - Jul 2009
Languages:
Spanish
Full Profile

Mason Mckown San Francisco, CA

Professions & Specialties

Financial Consultant • Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Guide • Tour Guide • Hoist Operator • Industrial Operator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner • Sports Game Coach

Experience & Education

Position:
Financial Advisor at Bank of America Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Bank of America Merrill Lynch Financial Advisorsince Jan 2011Bank of America Personal BankerApr 2009 - Dec 2010
Skills:
Financial Planning, Investment Strategies, Insurance Planning, Wealth Management, Strategic...
Full Profile

Steven Saulque San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Vice President • Chief Executive

Experience & Education

Work

Company:
Technology credit union wealth management
Financial advisor
Company:
Aig / valic financial advisors - San Francisco, CA
Financial advisor
Full Profile

Ivan-ivan Jelic San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Credit Analyst • Loan Accountant • Bachelor of Science • Network Systems Administrator • Computer Network Professional • Network Administrator • Analysts

Experience & Education

Work

Company:
Wells fargo bank - consumer and business deposits
Senior financial consultant
Company:
Wells fargo bank - wealth management group
Financial consultant

Skills

Advanced user of Excel and VBA, Hyperion Essbase, Power Point, Outlook and Word., Frequent user of...
Full Profile

Douglas Gladstone San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founder • Founding Member • Chief Executive • Chief Accountant • Account Manager • Chief Operating Officer • Chief Knowledge Officer • Financial Director • Marketing Director • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • Operations Manager • Corporate Executive • General and Operations Manager • Director of Operations • Development Director • HR Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Master of Business Administration • Computer Software Professional • Software Developers • Entertainment Professional • Entertainer • Advisor • Training Manager • Managers

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Jun 2010DP Gladstone & Associates, LLC FounderJan 2007 - Nov 2010
Full Profile

Christine Wetra San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Title:
Financial Consultant at Kranz and Associates
Location:
San Francisco Bay Area
Industry:
Accounting
Full Profile

Willie Hope San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Wells Fargo Bank
Location:
San Francisco Bay Area
Industry:
Banking
Full Profile

Irene Gorodyansky San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Wells Fargo
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Wells Fargo Financial Consultant
Full Profile

Wyndell Roussell San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounts Payable • Accounts Payable Specialist • Analyst • Counselor • Analysts • Advisor • Accounting Bookkeeper • Bookkeeper • Business Consultant • Director • Operations Manager

Experience & Education

Position:
Senior Financial Analyst at Stryker Instruments, Financial Consultant - Business Planning &...
Title:
Senior Financial Analyst at Stryker Instruments
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
Stryker Instruments - Fremont, CASenior Financial Analystsince Mar 2011Stryker Endoscopy - San Francisco Bay AreaFinancial Consultant - Business Planning & Reporting Analystsince Nov 2001
Skills:
SQL, Financial Modeling, Corporate Finance, Essbase, Cash Flow, General Ledger, Cost Accounting,...
Languages:
French
Full Profile

An Dang San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Associate Program • Manager • Operations Manager • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Title:
Associate Program Manager at AQS, Inc.
Location:
San Francisco Bay Area
Industry:
Electrical/Electronic Manufacturing
Work history:
AQS, Inc. - Fremont, CAAssociate Program ManagerSep 2012 - Feb 2013AnewAmerica Community Corporation Financial AdvisorDec 2011 - Jul 2012
Skills:
Financial Analysis, Financial Modeling, Process Improvement, Corporate Finance, Data Analysis,...
Languages:
Vietnamese
Full Profile

Ellen Fields-sischka San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Independent Contractor • Locksmith • Recognition • Advisor • Contractor • Financial Director • Financial Officer • Financial Manager • Independent Business Owners • Lock smith • Analysts • Planner • Operations Manager • Recruitment • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial and Business Planning Consultant at Self-Employed
Title:
at Financial Consultant
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
Self-Employed Financial and Business Planning Consultantsince Nov 2007Therma-Wave Sr Finance Mgr (FP&A & OA)Aug 2004 - Nov 2007
Full Profile

Larry Fleming San Francisco, 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 • Chief Executive Officer • Corporate Executive • Chief Executive • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Walnut Creek, CAFinancial Advisorsince Jul 2011Fleming Consulting - Alamo, CAManaging DirectorJan 2010 - Jun 2011
Full Profile

John Nurra San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
FINANCIAL CONSULTANT at Wells Fargo Bank
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Wells Fargo Bank FINANCIAL CONSULTANT
Full Profile

Gregory Weiss San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Vice President • Chief Executive • Chief Digital Officer • Management Team Executive • Operations Manager • Technology Manager • Technical Managers • Information Technology Specialist • IT Specialist • Client Service Officer • Customer Service

Experience & Education

Position:
Senior Financial Advisor, Senior Vice President-Investments at Wells Fargo Advisors, LLC.
Title:
Senior Financial Advisor, Senior Vice President-Investments at Wells Fargo Advisors, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC. Senior Financial Advisor, Senior Vice President-Investmentssince Sep 2008Lehman Brothers Senior Vice PresidentAug 2006 - Aug 2008
Full Profile

Jason Minx San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at bank of america
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Bank of america Financial advisor
Full Profile

Kenneth Clift San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
San Francisco Bay Area
Industry:
Investment Management
Full Profile

Dana Wellington San Francisco, CA

Professions & Specialties

Senior Broker • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Team Member • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Broker Associate at J Rockcliff Realtors
Title:
Senior Broker Associate, MIRM, GRI, CDPE, CPM, CPS, eGreen
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
J Rockcliff Realtors - Danville, CA 94506Senior Broker Associatesince Aug 2010North Point Group Financial Advisor/ Mortgage ConsultantAug 2010 - Aug 2012
Skills:
Retirement Planning, Strategic Financial Planning, Wealth Management, Loans, Refinance, Residential ...
Full Profile

Terence Cho San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at John Hancock
Location:
San Francisco Bay Area
Industry:
Insurance
Full Profile

Frank Bliss San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Underwriter • Coordinator • Managers

Experience & Education

Position:
Agent at State Farm (Sole Proprietorship)
Title:
Agent at State Farm
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
State Farm Agentsince Sep 1985San Francisco Symphony Educational Activities CoordinatorJun 1974 - Nov 1978
Full Profile

Jennifer Woolley San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Associate Professor • Lecturer • Postsecondary Teacher • Counselor • Analyst • Advisor • Analysts • Doctor of Philosophy

Experience & Education

Position:
Associate Professor at Santa Clara University, Assistant Professor at Santa Clara University,...
Title:
Associate Professor at Santa Clara University
Location:
San Francisco Bay Area
Industry:
Research
Work history:
Santa Clara University - Santa Clara, CAAssociate Professorsince Jun 2013Santa Clara University - Santa Clara, CAAssistant Professorsince Aug 2007
Full Profile

Jay Long San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at Patelco Credit Union avail. thru CUSO Financial Serv.,L.P.(member FINRA/SIPC)...
Title:
Financial Advisor at Patelco Credit Union avail. thru CUSO Financial Services,L.P.(member FINRA/SIPC)
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Patelco Credit Union - EastBay Northern CaliforniaFinancial Advisor at Patelco Credit Union avail. thru CUSO Financial Serv.,L.P.(member FINRA/SIPC)since Jan 2006
Full Profile

Joe Ramirez San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Independent Contractor • Contractor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Analysts • Accounting Analyst • Financial Analyst • Operations Manager • Recruitment

Experience & Education

Position:
Financial Consultant/QuickBooks Expert at JoeRfs (Self-employed), Real Estate Agent/Property...
Title:
Financial Consultant/Services--Real Estate Agent/Property Management at RFP Realty Inc
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
JoeRfs - Santa ClaraFinancial Consultant/QuickBooks Expertsince Aug 1988RFP Realty Inc - Santa ClaraReal Estate Agent/Property Managementsince Aug 1988
Skills:
Real Estate, Investments, Financial Analysis
Full Profile

Christopher Manzi San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Teaching Assistant • Special Education Professors • Sales Representative

Experience & Education

Position:
Financial Advisor at KKP Financial and Insurance Services
Title:
Financial Advisor, CA Insurance #0E54469
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
KKP Financial and Insurance Services Financial Advisorsince Jan 2008Ameriprise Financial Financial AdvisorJan 2007 - Jan 2008
Skills:
Portfolio Management, Retirement, Insurance, Retirement Planning, Employee Benefits, Securities
Full Profile

Daniel Haut San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Banking
Full Profile

Lany Muller San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Office Assistant • Office Clerk • Clerical Specialist

Experience & Education

Position:
Accounting/Office Management at Trussworks/BGB, inc./Black Tie Promotions
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Trussworks/BGB, inc./Black Tie Promotions Accounting/Office Managementsince Nov 2003Million Dollar Producers Executive Assistant/Marketing/DictationFeb 2000 - Aug 2002
Working for a Financial Advisor specializing in helping other Fi..
Full Profile

Christopher Machon San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Investment Management
Full Profile

Mickey Henderson San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
San Francisco Bay Area
Industry:
Investment Management
Full Profile

Marge Nogosek San Francisco, CA

Professions & Specialties

Mortgage Broker • Financial Consultant • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner, Mortgage Broker of Record, Financial Advisor at CedarMortgage
Title:
Broker at CedarMortgage
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
CedarMortgage Owner, Mortgage Broker of Record, Financial Advisorsince Feb 1981
Skills:
First Time Home Buyers, REO, FHA, VA loans, Mortgage, Loans, Reverse Mortgages, Rates, HUD, ARM,...
Full Profile

Jennifer Mccall San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
VP, Financial Consultant, CERTIFIED FINANCIAL PLANNER™ at Charles Schwab
Title:
CFP®, Financial Consultant at Charles Schwab
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Charles Schwab VP, Financial Consultant, CERTIFIED FINANCIAL PLANNER™since 2009Edward Jones Financial Advisor2006 - 2009
Full Profile

Darrell Doi San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Park Avenue Securities, LLC, Financial Representative at The Guardian Life...
Title:
Financial Advisor, Park Avenue Securities, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Park Avenue Securities, LLC Financial Advisorsince Mar 2009The Guardian Life Insurance Company of America Financial Representativesince Mar 2009
Skills:
Insurance, Investments, Small Business, Banking, Long-term Care, Sales, Retirement, Financial...
Full Profile

Lan Tran San Francisco, 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 • Representative • Financial Manager

Experience & Education

Position:
Financial Advisor / Certified Financial Planner™ at Pau & Tran Wealth Management...
Title:
Certified Financial Planner™
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Pau & Tran Wealth Management (www.pt-wealth.com) - Cupertino, CaliforniaFinancial Advisor / Certified Financial Planner™since May 1998John Hancock Life Insurance Company (U.S.A.) Registered RepresentativeJan 1995 - May 1998
Languages:
English, Vietnamese
Full Profile

Jenna Hung San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal Financial Planner at LifeStream Financial, Inc.
Title:
Fee-only Comprehensive Financial Advisor, LifeStream Financial, Inc.
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
LifeStream Financial, Inc. Principal Financial Plannersince Jan 2006
Skills:
Estate Planning, Financial Advisory, Strategic Financial Planning, Retirement Planning, Portfolio...
Full Profile

Edward Lynch San Francisco, CA

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Security • Leader • Managers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Title:
Financial Professional partnering with clients to achieve financial security
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
CHARLES SCHWAB & CO., Inc Vice President - Financial ConsultantJan 1999 - Feb 2012AIG Account ExecutiveJan 1997 - Jan 1999
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