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Financial Consultants in San Jose, CA

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250 results found

Raymond Regala San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Non-Profit • Certified Medical Assistant • Medical Assistant • Healthcare Support • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Position:
Senior Financial Consultant at Comerica Securities
Title:
Financial Consultant at Comerica Bank
Location:
San Jose, California
Industry:
Investment Management
Work history:
Comerica Securities Senior Financial Consultantsince Jan 1998Great Western Bank Financial ConsultantJan 1997 - Dec 1997
Full Profile

Alan Duong San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Organization Management • Operations Manager • Business Administrator • Analysts • Chief Executive • Certified Nurse Aide • Student Worker • Nurse • Nurse Practitioner • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
San Jose, California
Industry:
Nonprofit Organization Management
Work history:
Edward Jones Financial Advisorsince Apr 2013US Army Financial Management SpecialistFeb 2007 - Feb 2013
Skills:
Budgeting, Financial Analysis, PowerPoint, Access, Financial Markets, Project Portfolio Management, ...
Languages:
English, Cantonese, Vietnamese
Full Profile

Serena Dingler San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Therapist • Physical Therapy Specialist • Volunteer • Front Office Receptionist • Clerk • Organization Management • Non-Profit • Receptionist • Clerical Specialist • Psychologist • Secretary • Psychology Specialist • House Cleaner • Housekeeping Aide • Cleaning Worker • Researcher • Survey Researcher • Maintenance and Repair Worker • Operations Manager

Experience & Education

Position:
Financial Advisor at Alert Driving Inc
Location:
San Jose, California
Industry:
Mental Health Care
Work history:
Alert Driving Inc - San Jose, CaliforniaFinancial Advisorsince Jun 2012Mental Health Association of Orange County: Mentorship Program - Orange County, California AreaMentorFeb 2011 - Jun 2012
Full Profile

Leslie Granger San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Personal Secretary • Business Manager • Office Assistant • Deliveryman • Office Clerk • Clerical Specialist • Courier • Athletes • Publicist • Author • Vice President • Partner • Operations Manager • Chief Executive • Master of Science • Computer Network Professional • Network Administrator • Secretary

Experience & Education

Position:
Personal Assistant to a Top 100 NFL Player at San Francisco 49ers
Title:
Personal Assistant to a San Francisco 49er
Location:
San Jose, California
Industry:
Sports
Work history:
San Francisco 49ers - San Jose, CAPersonal Assistant to a Top 100 NFL Playersince Jun 2012Cisco Systems, Inc Executive Assistant IIIJul 1995 - Jul 2011
Financial Advisor & staff
Full Profile

Antoinette Schoning San Jose, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Tax Preparer • Finance and Accounting Specialist • Independent Business Owners • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Antoinette Schoning, CFP®, EA at Foothill Securities, Inc.
Title:
Certified Financial Planner ™ (Self-Employed)
Location:
San Jose, California
Industry:
Financial Services
Work history:
Foothill Securities, Inc. - San Jose, CaliforniaAntoinette Schoning, CFP®, EAsince Dec 2006Waddell & Reed - Campbell, CaliforniaFinancial AdvisorJul 2004 - Nov 2006
Skills:
Retirement Planning, Series 7, IRAs, Retirement, Investment Advisory, Wealth Management, Strategic...
Languages:
Slovak, German, Bulgarian, Russian
Full Profile

Shane Jacksteit Sunnyvale, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Bachelor of Arts • Organization Management • Team Member • Administrative Clerk • Clerical Specialist • Managers • Non-Profit • Retail Sales Manager

Experience & Education

Position:
Financial Advisor at Edward Jones, Co-Chair at Silicon Valley Capital Club's Young Executive...
Title:
Financial Advisor at Edward Jones
Location:
Sunnyvale, California
Industry:
Financial Services
Work history:
Edward Jones - San Jose, CaliforniaFinancial Advisorsince Oct 2011Silicon Valley Capital Club's Young Executive Council - San Jose, CACo-Chairsince Jan 2013
Languages:
French, English
Full Profile

Kim Carson San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Sales Manager • Sales Director • Team Leader • Chief Administrative Officer • Marketing Manager • Operations Manager • Chief Executive • Assistant Manager • Advisor • Managers • Sports Trainer • Sports Trainers • Computer Software Professional • Software Developers • Property Manager • Real Estate Manager • Field Marketing Specialist • Marketing Administrator • Customer Service

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
San Jose, California
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 1919 S. Bascom Ave Campbell, CA 95008Financial Advisorsince Jul 2011Waddell & Reed - Campbell, CaFinancial AdvisorJan 2009 - May 2011
Skills:
Pricing, Customer Satisfaction, Investments, Strategic Financial Planning, Insurance, Business...
Full Profile

Richard Hermerding San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Internal Audit Manager • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor • Master of Science • Master of Business Administration

Experience & Education

Work

Company:
Hermerding and associates
Senior financial consultant
Company:
Olivo-cpa - San Jose, CA
Senior financial consultant
Full Profile

Marie Lee San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Accountant • Account Manager • Master of Business Administration • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Jds uniphase corporation
Sr. accountant
Company:
World financial group, subsidiary of aegon corporation
Financial advisor
Full Profile

Ryan Jeffords San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Bachelor of Science • Master of Science • Information Technology Specialist • Computer Systems Administrator • IT Specialist • Sales Representative • Project Managers • Operations Manager

Experience & Education

Position:
Associate at World Financial Group (WFG)
Location:
San Jose, California
Industry:
Financial Services
Work history:
World Financial Group (WFG) - San Francisco Bay AreaAssociatesince Mar 2013Morgan Stanley Smith Barney Financial Advisor AssociateJun 2011 - Sep 2011
Full Profile

Leah Perri Sunnyvale, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Edward jones - Sunnyvale, CA
Financial advisor
Company:
Bancwest investment services
Financial advisor, south bay
Full Profile

Emma Fakava San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Commonwealth central credit union
Financial advisor
Company:
Amelia's caring companion
Payroll/accountant
Full Profile

David Bulow San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Ameriprise financial - Campbell, CA
Financial advisor
Company:
Oxford semiconductors - Milpitas, CA
Financial consultant
Full Profile

Jeff Parsons San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chief Executive Officer • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Controller • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Operations Manager • Advisor • Print Worker • Computer Consultant • IT Consultant • Software Developers

Experience & Education

Position:
Financial Consultant at Adesto Technologies
Title:
Chief Financial Officer and Corporate Controller
Location:
San Jose, California
Industry:
Semiconductors
Work history:
Adesto Technologies - Sunnyvale, CAFinancial Consultantsince Dec 2012GigOptix Inc. - San Jose, CAChief Financial Officer/Corporate ControllerFeb 2010 - Oct 2011
Full Profile

Dedric Jackson Mountain View, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controlling Specialist • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Bachelor of Business Administration • Advisor • Operations Manager

Experience & Education

Position:
Comptroller at US Navy
Location:
Mountain View, California
Industry:
Financial Services
Work history:
US Navy Comptrollersince 2012VALIC - Emeryville, CAFinancial AdvisorApr 2009 - 2012
Skills:
Windows 7, Microsoft Office Suite, Internet Explorer, Retirement Planning, Series 7, Wealth...
Languages:
Spanish (Intermediate)
Full Profile

Hanif Bholat Palo Alto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematics • Mathematician • Sales Representative

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor
Location:
Palo Alto, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Palo alto, CaliforniaFinancial Advisorsince Mar 2013SLAC - Menlo Park, CaRFFeb 1999 - May 2012
Languages:
SerboCroatian, Urdu/Hindi/Gujarati, Burmese, Arabic, Fortran
Certifications:
Series 7 General Securities Representative, FINRA
Series 66 Uniform Securities Code, FINRA
Full Profile

Douglas Ray San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Waddell & reed financial advisors
Financial advisor
Company:
Sun microsystems - Santa Clara, CA
Customer quality management
Full Profile

Mustafa Chaudhry San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accountant

Experience & Education

Work

Company:
Arista networks inc
Accountant (contract)
Company:
Robert half international - San Jose, CA
Financial consultant
Full Profile

Spiros Kabitsis San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • School Principal • School Administrator • Educational Manager • Supervisor • Managers

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
San Jose, California
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - San JoseFinancial Advisorsince Jun 2002Ameriprise Financial Services, Inc. - San Jose, CaliforniaRegisterred PrincipalNov 2002 - Jun 2010
Full Profile

Jonathan Fagin San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Operations Manager • Computer Software Professional • Software Developers • Hospital Care Professional • Health Professional • Health Practitioner • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Senior Financial Consultant at Adaptive Planning
Title:
Senior Financial Consultant | Saving FP&A teams from a tedious budgeting process while making the experience stress-free
Location:
San Jose, California
Industry:
Financial Services
Work history:
Adaptive Planning - Mountain View, CaliforniaSenior Financial Consultantsince May 2011Institute for Healthcare Improvement Finance AssistantJan 2010 - Jun 2010
Full Profile

Jessica Rebeterano San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Service Manager • Service Operations Expert • Secretary • Operations Manager

Experience & Education

Work

Company:
Bank of the west
Financial consultant
Company:
Mtm agency/jc school - San Jose, CA
Clerical
Full Profile

Reginald Sunga San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • School Principal • School Administrator • Educational Manager • Chairperson • Treasurer • Chief Executive • Financial Officer • Financial Manager • Webmaster • Web Developer • User Interface Designer • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Princor Registered Representative/Financial Advisor at The Principal Financial Group, President,...
Title:
Princor Registered Representative/Financial Advisor at The Principal Financial Group
Location:
San Jose, California
Industry:
Financial Services
Work history:
The Principal Financial Group - San Jose, CaliforniaPrincor Registered Representative/Financial Advisorsince Mar 2013EXCEL Soccer Club - Santa Cruz, CAPresident, Treasurer and Webmastersince Mar 2003
Skills:
Financial Needs Analysis, Business Succession Planning, Wealth Accumulation, Retirement Planning,...
Languages:
Tagalog
Full Profile

Robert Coreas San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Electrical Engineer • Electrical Engineering • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Investor • Chief Executive Officer • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Mechanical Engineering Professional • Mechanical Engineering • Technical Support Specialists • Advisor • Software Developers • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Title:
Electrical Engineer, Accountant, CPA, Financial and Real State Investor
Location:
San Jose, California
Industry:
Management Consulting
Work history:
ManpowerGroup - San Jose , CA ( Itachi)Wafer Assambler in Clean Room , At Itachi CorporationApr 2008 - Apr 2012DANCORE LLC - San Jose , CACEO , and Financial AdvisorJan 2001 - Dec 2006
Languages:
English, Spanish, Italian, French, Portuguese
Full Profile

Josh Miceli San Jose, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor - Vice President at Miceli Financial Partners Wealth Management and Insurance...
Title:
Vice President at Miceli Financial Partners - MassMutual Silicon Valley
Location:
San Jose, California
Industry:
Financial Services
Work history:
Miceli Financial Partners Wealth Management and Insurance Services Financial Advisor - Vice Presidentsince 2009MassMutual Silicon Valley Vice Presidentsince 2009
Full Profile

Brad Baron San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Manager • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior VP - Financial Consultant at RBC Wealth Management
Title:
Senior Vice President - Financial Advisor/Accredited Wealth Manager - RBC Wealth Management
Location:
San Jose, California
Industry:
Financial Services
Work history:
RBC Wealth Management Senior VP - Financial Consultantsince Jul 1993
Skills:
Strategic Planning, Retirement Planning, Non-profits, Community Outreach, Public Speaking, Program...
Full Profile

Michael Chien San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Client Manager • Account Service Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Vice President • Assistant Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Operations Manager • Entertainer

Experience & Education

Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
San Jose, California
Industry:
Financial Services
Work history:
HSBC BANK PREMIER RELATIONSHIP MANAGER, VICE PRESIDENTSep 2009 - Sep 2012Bank of America PREMIER CLIENT MANAGER, ASSISTANT VICE PRESIDENTJan 2007 - Apr 2009
Languages:
English, Mandarin
Full Profile

Robin Wolfgram San Jose, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Solutions Wealth Management, Financial Advisor at LPL Financial
Title:
Financial Advisor at LPL Financial
Location:
San Jose, California
Industry:
Financial Services
Work history:
Solutions Wealth Management - Campbell, CaFinancial Advisorsince Oct 2012LPL Financial - Campbell, CAFinancial Advisorsince Oct 2012
Skills:
Financial Planning, Investments, Tax Preparation, Series 7, Securities, Tax, Retirement Planning,...
Full Profile

Megan Borley San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Supporting Member • Non-Profit • Advisor • Team Member • Program Director • Operations Manager • Computer Network Professional • SalesForce Administrator • Network Administrator • Database Administration Professional • Database Administrator • Agent • Sales Person • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Personal Financial Advisor & College Planning Consultant at World Financial Group (WFG) /...
Location:
San Jose, California
Industry:
Financial Services
Work history:
World Financial Group (WFG) / Heartland Institute of Financial Education - San Jose, Bay AreaPersonal Financial Advisor & College Planning Consultantsince Feb 2013Juniper Networks Sr Program Manager WW Field Strategy & Operationssince Jul 2010
Languages:
French
Full Profile

Rebecca Dukes San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Philanthrope • Non-Profit

Experience & Education

Position:
Vice President, University Advancement, CEO Tower Foundation at San Jose State University,...
Title:
Vice President, University Advancement, CEO Tower Foundation at San Jose State University
Location:
San Jose, California
Industry:
Philanthropy
Work history:
San Jose State University - San Jose, CaliforniaVice President, University Advancement, CEO Tower Foundationsince Jan 2013The Armstrong Group at Merrill Lynch Financial Advisor; business developmentsince May 2008
Skills:
Planned Giving, Fundraising
Full Profile

Brad Hamilton San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Chief Executive Officer • Chairperson • Founder • Corporate Executive • Chief Executive • Founding Member • Project Manager • Counselor • Advisor • Team Leader • Operations Manager • Project Managers • Project Engineer • Engineering Specialist • Computational Scientist • Web Developer • User Interface Designer • Software Developers • Software Developer • Systems Administrator • Computer Systems Administrator • Computer Scientists • Bachelor of Science • Graphic Design Specialist • Graphic Designer

Experience & Education

Work

Company:
Royal alliance associates
Registered representative (financial consultant)
Company:
Profit corporation
Ceo/president (founder), samba mundial 501(c)3 non

Skills

Web Development Skills: 1997 to present -Webmaster for www.musicishealing.com and...
Full Profile

James Slane San Jose, CA

Professions & Specialties

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

Experience & Education

Position:
Sr. Private Client Advisor at Bank of the West BNP Paribas Group
Title:
Private Client Advisor at Bank of the West
Location:
San Jose, California
Industry:
Financial Services
Work history:
Bank of the West BNP Paribas Group - San Jose, Santa Cruz, Monterey, Pebble BeachSr. Private Client Advisorsince Dec 2011Chase - Scotts Valley, CAFinancial Advisor2009 - 2011
Certifications:
Certified Wealth Strategist, Cannon Financial
Full Profile

Nadia Jelliti San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematics • Mathematician • Tutor • Clerical Specialist • Operations Manager

Experience & Education

Work

Company:
Trilogy financial services
Financial consultant
Company:
N/a
French, english, arabic, mathematics and statistics tutor
Full Profile

Michelle Castro San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Human Resources Specialist • Recruitment • Acting Professional • Model • Impersonator • Bachelors Degree • Human Resource Manager • Secretary

Experience & Education

Work

Company:
Self
Actor, model, college student pursueing bachelor's degree in business/hr
Company:
World financial group
Financial consultant

Skills

Windows 7, Microsoft Office 2010 (Word, Excel, Publisher, Power Point, Outlook); Photo Shop, Serif...
Full Profile

Kamran Pazdel San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Sales Manager • Sales Director • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at Morgan Stanley Wealth Management
Title:
Senior Vice President Investments at Morgan Stanley Wealth Management
Location:
San Jose, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Senior Vice Presidentsince Sep 2007Wachovia Securities Financial Network First Vice President InvestmentsFeb 2003 - Sep 2007
Financial Advisor and Complex Sales Manager from 2..
Full Profile

Paulette Stanford San Jose, CA

Professions & Specialties

Financial Consultant • Insurance Collector • Financial Services Professional • Financial Services Sales Agent • Collector • Repossessor • Collections Specialist • Customer Service • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Representative • Patient Account Representative • Accounts Payable • Accounts Payable Specialist • Posting Clerk • Biller

Experience & Education

Work

Company:
Children's health council - Palo Alto, CA
Financial counselor/patient services representative
Company:
Advanced medical center - San Jose, CA
Medical insurance collector

Skills

Work well in fast pased seting, multi task, good decision maker.
Full Profile

Kimmie Vo San Jose, CA

Professions & Specialties

Financial Consultant • Loan Processor • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Systems Support Specialist • Support Specialists • Operations Manager

Experience & Education

Work

Company:
Lucky ls trading, inc - Westminster, CA
Financial consultant
Company:
First source financial management - Garden Grove, CA
Loan processor

Skills

Microsoft Office
Full Profile

Gus Wang San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Vice President • Project Managers • Chief Executive • Contractor • Technology Manager • Technical Managers • Computational Scientist • Computer Network Consultant • Network Administrator • Computer Scientists • Computer Consultant • IT Consultant • Bachelor of Science • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior R&D Project Manager at Ericsson
Location:
San Jose, California
Industry:
Computer Hardware
Work history:
Ericsson Senior R&D Project Managersince Sep 2012GPS Capital LLC VP Financial AdvisorJan 2007 - Aug 2012
Full Profile

Kenneth Sparling San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Region Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Area Manager • Managers

Experience & Education

Position:
Vice President/Investments - Stifel at Stifel Financial Corp
Title:
Vice President/Investments - Stifel at Stifel Financial Corp.
Location:
San Jose, California
Industry:
Financial Services
Work history:
Stifel Financial Corp - San Jose, CaliforniaVice President/Investments - Stifelsince Jun 2009Amerprise Financial - Cupertino, CaliforniaRegional Director/Financial AdvisorMar 1995 - Mar 2009
Full Profile

Ethan Hsin San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Project Managers • Managers • Operations Manager • Sales Manager • Chief Executive • Computer Network Consultant • Computer Consultant • IT Consultant • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Wells fargo advisors
Financial advisor
Company:
Personal business - Suzhou
Project manager

Skills

Computer, Chinese language, B2C B2B Sales, training, Leadership, Eager Learner, International...
Full Profile

Raeshelle Abueg San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
World financial group - San Jose, CA
Financial advisor

Skills

Computer-(90WPM)
Full Profile

Joseph Aversano San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Internal Auditor • Accounting Bookkeeper • Bookkeeper • Certified Auditor • Financial Compliance Examiner • Auditor • Manager • Operations Manager

Experience & Education

Work

Company:
Audit
Accounting & financial consultant, joseph aversano, cpa
Company:
Johnson & johnson - San Jose, CA
Internal auditor manager
Full Profile

Gregory Surat San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive

Experience & Education

Work

Company:
Charles schwab - Sunnyvale, CA
Vp - financial consultant
Company:
Merrill lynch - San Francisco, CA
Financial advisor
Full Profile

Ryan Rundle San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Vice President • Financial Director • Founder • Founding Member • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Benetracker, inc
Co-founder, vice president, cfo
Company:
Merrill lynch & co
Financial advisor
Full Profile

Rebecca Dao San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Program Director • Operations Manager • Field Marketing Specialist • Bachelor of Science • Independent Business Owners

Experience & Education

Work

Company:
National credit management
Student loan financial counselor
Company:
Adobe systems - San Jose, CA
Relationship marketing program manager
Full Profile

Neil Hamady Sunnyvale, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Imagination technologies - Sunnyvale, CA
Marketing & business development consultant
Company:
Prudential financial & pruco securities / bankers life - San Jose, CA
Professional financial planning / financial advisor
Full Profile

Phuong Vo San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Clerk • Clerical Specialist

Experience & Education

Work

Company:
Tam do law firm
Legal clerk
Company:
Jpd financial consultants - Santa Clara, CA
Financial consultant

Skills

- Secretary skills (organizing, billing, answering phone calls, and placing order) - Computer...
Full Profile

Jeff Parsons San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Controller • Operations Manager • Advisor

Experience & Education

Work

Company:
Gigoptix, inc - San Jose, CA
Corporate controller/acting chief financial officer
Company:
Clients include:
Financial consultant
Full Profile

Angel Carrow San Jose, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Support Analyst • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Financial Analyst

Experience & Education

Work

Company:
Asus
Sales analyst
Company:
Wells fargo bank - Sunnyvale, CA
Business/ personal banker, financial advisor

Skills

Access, Powerpoint, Word, VlookUp, Data Mapping, Pivot tables, Business analyst, Inventory...
Full Profile

David Matthew San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor

Experience & Education

Work

Company:
Sanmina - San Jose, CA
Internal auditor
Company:
Mass mutual silicon valley - San Jose, CA
Financial advisor assistant

Skills

Microsoft Excel, Visio, Word, PowerPoint, Outlook, Oracle, Customer Relationship Management Software
Full Profile

Jing Lee San Jose, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor & Field Director of San Jose at Northwestern Mutual Financial Network
Title:
Financial Advisor at Northwestern Mutual Financial Network
Location:
San Jose, California
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisor & Field Director of San Josesince Dec 2006
Full Profile


Financial Consultants near San Jose, CA0275481108135Palo AltoSunnyvaleSanta ClaraMountain ViewFremontCampbellCupertinoLos GatosMilpitasLos Altos