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Financial Consultants in San Juan Capistrano, CA

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56 results found

William Spector Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorArea ManagerManagersAgentSales RepresentativeChief Executive

Experience & Education

Title:
Experienced Financial Advisor and recovering wholesaler
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Stifel Nicolaus and Company - San Juan Capistrano, CAFinancial AdvisorSep 2009 - May 2012Edward Jones AdvisorJan 2009 - Aug 2009
Skills:
Mutual Funds, Fixed Annuities, Consultative Sales Professional, Personal Financial Planning,...

Pierre Gendreau Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalSales PersonSales RepresentativeMarket AnalystMarket Research AnalystConstructionSports TrainerSports TrainersOffice ClerkClerical SpecialistAdvisorAccounts Payable SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistIT SpecialistOperations Manager

Experience & Education

Position:
Vice President-Institutional Sales at Global Financial Data
Location:
Orange County, California Area
Industry:
Market Research
Work history:
Global Financial Data - Orange County, California AreaVice President-Institutional Salessince Jan 2011Chase Investment Services Corp. - Mission Viejo, CAFinancial Advisor - Vice President-InvestmentsJun 2010 - Jan 2011
Languages:
French

Pinita Shah Santa Ana, CA

Professions & Specialties

Mortgage BrokerFinancial ConsultantMortgage SpecialistLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentNotary PublicLaw SpecialistLegal CounselNotaryLawyerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEntrepreneurManagersAgentSales Representative

Experience & Education

Position:
Mortgage Broker & Real Estate Broker at Easy Financial, Attorney at Shah Law
Title:
Attorney, Real Estate & Mortgage Broker, Notary Public, Entrepreneur
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Easy Financial - Anaheim, CAMortgage Broker & Real Estate Brokersince Jul 2003Shah Law - Mission Viejo, CAAttorneysince Oct 2010
Languages:
Hindi, Gujarati, Urdu
Personal legal and financial advisor for individuals with real estate..

Wendy Halland San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerAccounting BookkeeperBookkeeperBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Corporate consulting
Financial consultant
Company:
Pw brands llc - Laguna Hills, CA
Controller

Skills

Controller, Startup Specialis, Accounting, Financial Statements, Big 5 Audit and Tax, analysis,...

Vincent Ferrigno San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentative

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
Allstate insurance co
Personal financial representative

Vincent Ferrigno San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales Director

Experience & Education

Work

Company:
Self employed
Company:
Morgan stanley
Financial advisor

Erika Beckstrom San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerCertified Public AccountantAccounting BookkeeperBookkeeperMaster of DivinityBachelor of ScienceStudent WorkerClergy

Experience & Education

Work

Company:
Evangelical covenant church - Chicago, IL
Financial consultant
Company:
Paul carlson partnership - Chicago, IL and the Democratic Republic of Congo
Financial consultant

Skills

Great Plains, FrX, QuickBooks, Excel, Powerpoint & Word

Matt Sanchez San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Work

Company:
Allianz asset management
Senior financial analyst
Company:
Metlife
Financial consultant

Ray Valencia Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerFinancial DirectorFinancial OfficerFinancial ManagerCustomer ServiceClient Service OfficerAccounts PayableAccounts Payable SpecialistFinance and Accounting SpecialistBookkeeperHuman Resources SpecialistRecruitmentBusiness AdministratorAdvisorComputer Software ProfessionalSoftware Developers

Experience & Education

Position:
Firm Director at Independent Firm
Title:
Firm Director
Location:
Laguna Beach, California
Industry:
Executive Office
Work history:
Independent Firm - Laguna Beach, CAFirm Directorsince 2011Trilogy Financial - Irvine, CAFinancial Advisor2010 - Sep 2011

William Mandeville San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccountantOperations ManagerRecruitment

Experience & Education

Work

Company:
Link revenue resources, llc
Accountant
Company:
Tax & financial group
Financial advisor

James Byrnes Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalAdvertising Sales AgentHospital Care ProfessionalCertified Nurse AideHealth ProfessionalHealth PractitionerNurseNurse PractitionerAgentSales RepresentativeWeb MarketerManagersAdvisorBillerAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Community Liaison at Maxim Healthcare Services, Financial Advisor at World Financial Group (WFG)
Title:
Experienced in Healthcare, Sales, Management, & Client Relations.
Location:
Orange County, California Area
Industry:
Hospital & Health Care
Work history:
Maxim Healthcare Services - 17862 E Seventeenth St, Tustin CA 92780Community Liaisonsince Apr 2012World Financial Group (WFG) - Greater San Diego AreaFinancial Advisorsince Jan 2012

Noah Burns Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor - Stifel at Stifel Financial Corp.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - San Juan Capistrano, CAFinancial Advisor - Stifelsince Jul 2013First Trust Advisors L.P. - Wheaton, ILInternal WholesalerJan 2011 - Jul 2013
Certifications:
Series 7, 63, 65, FINRA

Chris Schroeder Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPastoral WorkerClergyOrganization ManagementPsychology SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Financial Consultant at National Planning Corporation, Pastor at Pan de Vida / Bread of Life,...
Title:
Pastor at Bread of Life
Location:
Orange County, California Area
Industry:
Religious Institutions
Work history:
National Planning Corporation - Mission Viejo, CAFinancial Consultantsince Sep 2009Pan de Vida / Bread of Life Pastorsince Jan 2003
Skills:
investement advisory, social security optimization, Retirement Planning, College Savings Plans,...

Sonya Wong Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistTax PreparerAccounting BookkeeperBookkeeperTax AccountantCounselorAdvisorAccount ManagerField AuditorAuditorOffice AssistantNon-ProfitOffice ClerkClerical SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEntertainment ProfessionalEntertainerOperations Manager

Experience & Education

Position:
Financial Advisor at Jamison Keener, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Jamison Keener, LLC - Ladera Ranch, CA. 92694Financial Advisorsince Feb 2010Tatum LLC ConsultantAug 2010 - Aug 2013
Certifications:
Certified Public Accountant, California State Board of Accountancy
Series 6,7, 63 and 65 Licensee, FINRA

Michelle Greenwood Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersFinancial Management AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeAdvisorSupporting MemberTeam MemberTax AccountantManagersOperations Manager

Experience & Education

Position:
Financial Consultant at Tax & Financial Group
Title:
Financial Consultant
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Tax & Financial Group - Newport Beach, CAFinancial Consultantsince Oct 2011BIS Consulting/Advisory Group - Mission Viejo, CAAssociateApr 2011 - Aug 2012

Dennis Pike San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial AdviserFinancial Services ProfessionalFinancial Services Sales AgentFinancial SpecialistManaging PartnerPartnerChief ExecutiveCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Partner at Marketpro Trading, LLC
Title:
Managing Partner of Marketpro Trading, LLC
Location:
Mission Viejo, California
Industry:
Financial Services
Work history:
Marketpro Trading, LLC - Mission Viejo, Ca.Managing Partnersince Mar 2009Thrivent Investment Management Financial ConsultantFeb 2005 - Mar 2009
Skills:
Process Improvement, Strategic Financial Planning, Strategic Planning, Investments, Portfolio...

Edgar Vera San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorSAP ConsultantSoftware TesterIT ConsultantComputer SpecialistProject ManagerBusiness AdministratorAnalystsSoftware DeveloperSoftware DevelopersInformation Systems AnalystIT AnalystBachelor of ScienceBuyer and SellerSales RepresentativeSchool AdministratorEducational ManagerOperations ManagerProject Managers

Experience & Education

Work

Company:
Dc&m partners llc
Sap consultant/quality assurance lead
Company:
Kforce inc - Irvine, CA
Erp financial consultant

Skills

SAP R/3 Financial modules 6.x versions, SAP XI, Ariba Buyer 7.03, Ariba Dynamic Trade 2.5, Ariba...

Ofer Ben-menahem Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
TD Ameritrade - Mission Viejo, CAInvestment Consultantsince Jun 2013AXA Advisors - Irvine, CAFinancial ConsultantAug 2009 - May 2013
Skills:
Wealth Management, Investments, Retirement Planning
Languages:
English, Hebrew

Matthew Toth San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirector of Quality ControlCompliance ManagerAssistant ManagerManagers

Experience & Education

Work

Company:
Crankin solutions, llc
Quality control manager/technical sales
Company:
Nine star
Assistant manager

Skills

Skills Communication: - Ability to communicate efficiently and effectively with customers,...

Lucy Hoang San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystAdministrative AssociateCounselorAdministrative ClerkClerical SpecialistAdvisorDeputy DirectorDeputy ManagerChief Executive

Experience & Education

Work

Company:
Devry university inc
Administrative assistant
Company:
Ami tourist ltd
Assistant director / business development consultant

Skills

Computer Skills: Apple/Mac Windows Outlook Word Excel PowerPoint Salesforce

Carmen Venturo Orange, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentArt DirectorProduction DesignerDesign ManagerChief ExecutiveDancing Teacher

Experience & Education

Work

Company:
Engard arts
Art director
Company:
Primerica financial services - Orange, CA
Financial advisor

Najim Mostamand San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeStudent Worker

Experience & Education

Work

Company:
Morgan stanley - Newport Beach, CA
Financial advisor
Company:
Morgan stanley - Newport Beach, CA
Private wealth management intern

Adam Grazer San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProgram CoordinatorManagers

Experience & Education

Work

Company:
Massmutual financial group - Newport Beach, CA
Financial advisor
Company:
Kyle moyer and company - Scottsdale, AZ
World affairs council program coordinator

Skills

FINRA Series 7 & NASAA Series 66

Joseph Cericola San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerProject Managers

Experience & Education

Work

Company:
Ingram micro
Financial consultant, global is finance
Company:
Vendor connect, llc - Santa Ana, CA
Project manager

Rexford Harris San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial AdviserFinancial Services ProfessionalFinancial Services Sales AgentFinancial SpecialistSchool PrincipalSchool AdministratorEducational ManagerOwnerChief Executive

Experience & Education

Work

Company:
Kingdom wealth management - lpl financial
Principal/owner financial advisor
Company:
Edward jones investments - Ladera Ranch, CA
Financial adviser

Sunila Kulkarni San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTax PreparerTax AccountantAccounting BookkeeperBookkeeperBachelor of ScienceFilmmakerAnalysts

Experience & Education

Work

Company:
Robert e. frohlking, cpa pc - Laguna Niguel, CA
Tax preparer
Company:
First allied securities inc. - Irvine, CA
Assistant to financial consultant

Skills

Computer programs for tax computations: BNA, Turbo, ATX and other IRS programs ...

Mark Giunta San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerBachelor of SciencePsychologistRecruitmentSales RepresentativeAdvisorPsychology Specialist

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
Villa milana inc - Los Angeles, CA
Chief financial officer

Peter Andy San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior AdvisorAdvisorIndependent Business OwnersOperations Manager

Experience & Education

Work

Company:
Innowave
Principal consultant
Company:
Isp3
Financial consultant

Kevin Colvin San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Apria healthcare - Lake Forest, CA
Finance manager
Company:
Apria healthcare - Lake Forest, CA
Financial consultant

Skills

Excel, PowerPoint, Word, Project, Access, Hyperion, JDE, Essbase

Todd Siedel San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of Operations

Experience & Education

Work

Company:
Brookstone law
Operations manager
Company:
Lpl financial - Anaheim, CA
Financial advisor

Todd Siedel San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of Operations

Experience & Education

Work

Company:
Brookstone law
Operations manager
Company:
Lpl financial - Anaheim, CA
Financial advisor

Michael Clancy San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work:
AFG
40 Platinum Circle, Ladera Ranch, CA 92694

Eric Petersen Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMortgage SpecialistLoan OfficersManaging PartnerVice PresidentPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperModelCertified Nurse AideNurseNurse PractitionerHuman Resources SpecialistRecruitmentTalent AgentWholesale BuyerWholesale ProfessionalSales AgentSales RepresentativeProperty ManagerReal Estate Manager

Experience & Education

Position:
Managing Partner – VP / Strategic Growth Partner at Hammerhouse, LLC - Strategic Growth Partners, Ma...
Title:
Managing Partner – VP / Strategic Growth Partner at Hammerhouse, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Hammerhouse, LLC - Strategic Growth Partners - Mission Viejo, CAManaging Partner – VP / Strategic Growth Partnersince Jul 2008TORQ powered by HAMMERHOUSE,LLC - Orange County, California AreaManaging Partnersince Jul 2008
Skills:
Customer Retention, Mortgage Lending, Banking, Recruiting, Mortgage Banking, Credit, Loans, Cold...
Financial Advisor Network,FAN,

David Parker San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHospital Care ProfessionalHealth ProfessionalHealth PractitionerVice PresidentSales ManagerSales DirectorChief ExecutiveChief Information OfficerTechnology DirectorTechnology ManagerTechnical ManagersPetty Officer First ClassBachelor of ScienceComputer Software ProfessionalSoftware DevelopersDepartment Store SalespersonRetail ProfessionalRetail SalespersonSurgical Specialist

Experience & Education

Position:
Area Vice-President Sales at Vitera Healthcare Solutions
Location:
Mission Viejo, California
Industry:
Hospital & Health Care
Work history:
Vitera Healthcare Solutions Area Vice-President Salessince May 2013GE Healthcare - Mission Viejo, CAVP - HCIT Imaging West Zone Sales ManagerDec 2010 - Dec 2012
Skills:
RIS, Healthcare IT, Healthcare, Imaging, Hospitals, Healthcare Information Technology, EMR, Medical ...
Financial Advisor Magazine

Randy Beckman San Juan Capistrano, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorChairpersonSales ManagerSales DirectorChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBusiness AdministratorMarketing ManagerManagement Team ExecutiveOperations ManagerBachelor of ScienceField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
President at Lifestyle Design - Financial
Title:
Consultant/Expert Witness
Location:
Mission Viejo, California
Industry:
Financial Services
Work history:
Lifestyle Design - Financial - Mission Viejo, CAPresidentsince Dec 2009Cornerstone Real Estate Funds President & NSM - Pacific Cornerstone Capital, Inc.May 2010 - May 2011
Financial Consultant at Merrill Lynch

Kathy Flores San Juan Capistrano, CA

Professions & Specialties

ChairpersonVice PresidentChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorSchool PrincipalSchool AdministratorEducational Manager

Experience & Education

Position:
President at Kathy Flores Wealth Management Inc
Title:
Investment management and financial planning providing customized solutions
Location:
Mission Viejo, California
Industry:
Investment Management
Work history:
Kathy Flores Wealth Management Inc Presidentsince Nov 2005A.G. Edwards Vice President, InvestmentsDec 1992 - Nov 2005
Languages:
Spanish, Portuguese
Financial Consultant at Shearson Lehman Brothers

Crystal Hickey San Juan Capistrano, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHead CoachSports Game CoachPhysical Therapists

Experience & Education

Position:
Registered Client Associate at Wells Fargo Advisors, LLC
Location:
Mission Viejo, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Mission Viejo, CARegistered Client Associatesince Nov 2011Kilkenny Crest LLC - Bend, OregonHead TrainerFeb 2011 - Aug 2011
Skills:
Investments, Strategic Financial Planning, Mutual Funds, Retirement Planning, Retirement,...
Financial Advisor at Morgan Stanley Smith Barney

Craig Russom Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChairpersonDirector of Business DevelopmentChief ExecutiveBusiness Development ManagerOperations ManagerVice PresidentChief Executive OfficerCorporate ExecutiveAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at OC Motorcycle Shop, LLC, President at Visions Dance Company, LLC, Director of Business ...
Title:
President at OC Motorcycle Shop, LLC
Location:
Orange County, California Area
Industry:
Management Consulting
Work history:
OC Motorcycle Shop, LLC - Mission Viejo, CAPresidentsince Nov 2012Visions Dance Company, LLC - Irvine, CAPresidentsince Sep 2012
Skills:
Financial Analysis, Forecasting, Business Planning, Analysis, Strategic Financial Planning, Project ...
Certifications:
California Real Estate Broker
Series 7 & 66
Financial Advisor at UBS Financial Services

Marianne Verhnjak San Juan Capistrano, CA

Professions & Specialties

Independent ContractorContractorChief Administrative OfficerChief ExecutiveCustomer ServiceClient Service OfficerFashion DesignFashion DesignerIndependent Business OwnersUnderwriter

Experience & Education

Work

Company:
Self employed
Property developer
Company:
Promac, inc - Santa Ana, CA
Administrative manager

Joel Almeida San Juan Capistrano, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorDirector of Business DevelopmentBusiness Development ManagerOperations ManagerCorporate ExecutiveChief ExecutiveBachelor of ArtsMaster of Business AdministrationAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Tri-ad
Retirement consultant
Company:
Vms - retirement revolution
Director of business development

Franklin Krainess San Juan Capistrano, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentAdvisorSales EngineerDepartment Store SalespersonRetail ProfessionalRetail SalespersonSales Manager

Experience & Education

Work

Company:
Vivent - Lake Forest, CA
Sales representative
Company:
Sales service industries
Pre-planning advisor

Franklin Krainess San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentSales EngineerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Work

Company:
Vivent
Service industry sales
Company:
Home security - Lake Forest, CA
Sales representative

Francis Chen San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief AccountantFinancial AnalystAccount ManagerManagerOperations ManagerManagers

Experience & Education

Work

Company:
Lyndon group
Financial analyst
Company:
Skechers usa - Manhattan Beach, CA
Senior accountant

Gail White San Juan Capistrano, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTerritory Account ManagerCosmetologistBeauticianArea ManagerManagersClient Service OfficerAdministrative ClerkClerical SpecialistMedical AssistantHealthcare SupportHigh School DiplomaCustomer Service

Experience & Education

Work

Company:
Paul mitchell the school
Student esthetician
Company:
Paul mitchell the school
Social media rep

David Lee San Juan Capistrano, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveRelationship ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Wells fargo bank
Vice president, business relationship manager
Company:
Wells fargo bank - Santa Ana, CA
Business banker, south coast business center

Clara Best San Juan Capistrano, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveManagerOperations ManagerCounter ManagerSales RepresentativePsychologistPsychology Specialist

Experience & Education

Work

Company:
Orange county
Owner
Company:
Orange county
Executive distributor

Erin Rickman San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativePsychologistPsychology Specialist

Experience & Education

Work

Company:
Forex trades, inc - Mission Viejo, CA
Trading system development
Company:
Emr trading - Mission Viejo, CA
Introducing broker

Karen Beck San Juan Capistrano, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantOffice ClerkClerical SpecialistManagersBachelor of ScienceChief Executive

Experience & Education

Work

Company:
Netminded technology solutions
Office manager
Company:
Educate the children foundation - Huntington Beach, CA
Office manager

Trevor Gordon Greenville, SC

Professions & Specialties

Financial AdviserFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerFounderCo-FounderChairpersonDealer ManagerCorporate ExecutiveChief ExecutiveFounding MemberOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerPartnerInvestorPlannerBachelor of Business AdministrationMaster of Business AdministrationMaster of ScienceProperty ManagerReal Estate ManagerHigher Education ProfessionalSchool AdministratorEducational Manager

Experience & Education

Position:
Founder and Chief Executive Officer at SANDLAPPER Securities, LLC (Member FINRA/SIPC), Founder and...
Title:
Founder and Chief Executive Officer at Sandlapper Group of Companies
Location:
Greenville, South Carolina Area
Industry:
Financial Services
Work history:
SANDLAPPER Securities, LLC (Member FINRA/SIPC) - Greenville, SCFounder and Chief Executive Officersince Jun 2005Sandlapper Wealth Management, LLC - Greenville, SCFounder and Chief Executive Officersince Aug 2012
Skills:
Alternative Investments, Portfolio Management, Brokers, Wholesale, Asset Managment, Mutual Funds,...
Retail Financial Advisor,1999-2000,Mutual Fund Research a..

Kurt Maddox Louisville, KY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerPartnerBoard MemberChief ExecutiveManagement Team ExecutiveOperations ManagerAdvisorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerChief Executive OfficerChief Communications OfficerCorporate ExecutiveModeratorPastoral WorkerMinisterRepresentativeOrganization ManagementPreacherReligious WorkerManagersClergyPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantMediatorInformation Technology SpecialistComputer Software ProfessionalIT SpecialistSoftware DevelopersTraining and Coaching ProfessionalSchool AdministratorEducational ManagerProfessional Development TeacherFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAutomotive SpecialistAutomotive Professional

Experience & Education

Position:
Owner at Thieneman Maddox Centre, Partner at Thieneman Maddox real, Advisory Board Member, Ulmer...
Title:
Owner at TM Centre
Location:
Louisville, Kentucky
Industry:
Management Consulting
Work history:
Thieneman Maddox Centre - Louisville, Kentucky AreaOwnersince Mar 2013Thieneman Maddox real - Louisville, Kentucky AreaPartnersince Jan 2009
Skills:
Public Speaking, Demand Generation, Guerrilla Marketing, Social Media Marketing, Online...
Certifications:
Series 7 General Securities License, FINRA
Series 6 Investment Company / Variable Contracts Products Limited Representative License, FINRA
Financial Consultant at Hilliard Lyons



Financial Consultants near San Juan Capistrano, CA04198381,2571,6762,095Santa AnaIrvineNewport BeachLaguna BeachCosta MesaAnaheimOrangeCoronaTustinEl Toro