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Financial Consultants in California

Financial Consultants in San Leandro, CA

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Here is a complete directory of nearly all experienced Financial Consultants in San Leandro, CA.

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17 results found

Francesca Pagan San Leandro, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Work

Company:
Bay medical management, llc
Radiology support assistant/nighthawk
Company:
John muir medical center- emergency department - Walnut Creek, CA
Patient access representative, patient registration, financial counselor, admitting.and medical...

Skills

EPIC, Medical Terminology, Anatomy and Physiology. IntelePacs, InteleViewer, Power Scribe,...
Full Profile

Jocelyn Mangabay San Leandro, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service Associate • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Chw - st. marys medical center
Patient financial counselor
Company:
Irvine regional hospital - Irvine, CA
Patient financial counselor
Full Profile

Jessica To San Leandro, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Account Manager • Advisor

Experience & Education

Work

Company:
Consultant
Accounting and financial consultant
Company:
Trinity properties, inc - San Francisco, CA
Controller, commercial and residential properties
Full Profile

Jodie Xie San Leandro, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Sales Manager • Sales Director • Manager • Production Manager • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
East west bank, oakland/pleasanton
Financial consultant
Company:
Waddell & reed inc - Concord, CA
Financial advisor

Skills

Fluent in English, Cantonese and Mandarin, and Shanghai dialect.
Full Profile

Dan Deangelus San Ramon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor • Financial Officer • Financial Manager

Experience & Education

Position:
Senior Financial Consultant/Contractor at Daniel A. DeAngelus, CPA
Title:
Daniel A. DeAngelus, CPA
Location:
San Ramon, California
Industry:
Management Consulting
Work history:
Daniel A. DeAngelus, CPA Senior Financial Consultant/Contractorsince 2008Hudson Financial Services - San Francisco, CASenior Finnacial Contractor2002 - 2008
Skills:
CPA, US GAAP, Revenue Recognition, GAAP, SEC filings, IFRS, Internal Controls, Financial Reporting, ...
Full Profile

Mickey Chatman San Leandro, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Counselor • Advisor • Manager • Operations Manager • Chief Accountant • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Account Manager • Financial Officer • Financial Manager • Chief Executive • Accounting Bookkeeper • Consumer Goods Professional • Commodities Clerk • Advertising Professional • Advertising Sales Agent • Recruitment • Software Developers

Experience & Education

Position:
Accounting Consultant at Engine-Room, Financial Consultant at N/A
Title:
Accounting Consultant at Engine-Room
Location:
San Leandro, California
Industry:
Accounting
Work history:
Engine-Room - Redwood City, CaliforniaAccounting Consultantsince May 2013N/A - VariesFinancial Consultantsince Mar 2010
Languages:
Cantonese
Full Profile

Dee Moore San Leandro, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Educators financial services
Previously a financial advisor
Company:
Td ameritrade - Chicago, IL
Vice president /senior business solutions consultant
Full Profile

Maritza Zamora San Leandro, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive • Physician • Coordinator • Managers • Human Resources Specialist • Recruitment

Experience & Education

Position:
Employment Coordinator at Alameda Health Systems
Title:
Executive and Physician Employment Coordinator Alameda Health System
Location:
San Leandro, California
Industry:
Human Resources
Work history:
Alameda Health Systems Employment Coordinatorsince Feb 2013Alameda County Medical Center Financial CounselorDec 2012 - Feb 2013
Full Profile

George Ly San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Marketing Manager • Chief Executive • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Watchman

Experience & Education

Position:
VP Branch Manager at JP Morgan Chase
Title:
VP Branch Manager
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
JP Morgan Chase VP Branch Managersince Oct 2009Wachovia Securities Financial Network - PALO ALTO, CAFinancial AdvisorSep 2008 - Oct 2009
Full Profile

Ronnel Agloro San Leandro, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Entrepreneur • Valet • Team Member • Managers • Personal Care Aide • Automotive Technician • Automotive Mechanic

Experience & Education

Work

Company:
Propark america
Valet attendant
Company:
World financial group/transamerica
Personal financial advisor/associate
Full Profile

Jeremy Chew San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Manager • Sales Executive • Owner • Operations Manager • Sales Manager • Chief Executive • Field Representative • Supporting Member • Representative • Business Intelligence Professional • Compliance Officer • Team Member • Business Consultant • Advisor • Client Service Officer • Marketing Manager • Research Associate • Research Specialist • Research Scientist • Field Marketing Specialist • Market Research Analyst • Marketing Administrator • Data Analyst • Information Technology Specialist • Database Administration Professional • Database Administrator • Data Entry Specialist • Data Scientist • IT Specialist • Master of Business Administration • Customer Service

Experience & Education

Position:
Business Manager/Sales Executive - HPC/Enterprise Solutions at Amax Engineering, Owner at Silk...
Title:
Business Manager/Sales Executive - HPC/Enterprise Solutions at Amax Engineering
Location:
San Francisco Bay Area
Industry:
Computer Hardware
Work history:
Amax Engineering - Fremont, CABusiness Manager/Sales Executive - HPC/Enterprise Solutionssince Jan 2013Silk Ocean LLC - San Leandro, CAOwnersince Dec 2012
Skills:
Mergers, Market Research, Joint Ventures, Capital Raising, Venture Capital, Salesforce.com,...
Languages:
English, Chinese
Financial Advisor
Full Profile

Cindy Hawks San Francisco, CA

Professions & Specialties

Brokerage Clerk • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Analyst • Team Member • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Government Service Executive • Government Administration Officer • Civil Servant • Operations Manager

Experience & Education

Position:
Registered Associate at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley Registered Associatesince 2006Atlas Securities- Golden West Financial - San Leandro, CACompliance AnalystMay 2005 - Jul 2006
Financial Advisor at Premier Financial Group
Full Profile

Emily Nieves San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Manager, Financial Planning & Analysis at The North Face
Location:
San Francisco Bay Area
Industry:
Apparel & Fashion
Work history:
The North Face - San Leandro, CAManager, Financial Planning & Analysissince 2012The North Face - San Leandro, CASenior Financial AnalystJan 2010 - Feb 2012
Financial Advisor at Ameriprise Financial
Full Profile

Cesar Blengino San Leandro, CA

Professions & Specialties

Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Work

Company:
Charles schwab & co., inc
Manager, trade support
Company:
Charles schwab & co., inc
Full Profile

Jennifer Fallico San Leandro, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Medical Receptionist • Medical Office Assistant • Medical Assistant • Healthcare Support • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
John muir medical center
Medical receptionist/front desk
Company:
Keck hospital of usc - Los Angeles, CA
Insurance verification/financial counserlor

Skills

Efficient in Word, Passport, EPIC, Citrix, PBAR, Med Assistant and Cerner.
Full Profile

Jackson Lin San Leandro, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Analyst • Analysts • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
California southbay university hr dept - Sunnyvale, CA
Asst. manager
Company:
Steps international corporation
Performance management, succession planning, financial management
Full Profile

Darren Yu San Leandro, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Account Manager • Bachelor of Science

Experience & Education

Work

Company:
Pioneers trading corp
Owner
Company:
Wells fargo bank - San Francisco, CA
Licensed business banking specialist

Skills

Bilingual--Chinese
Full Profile

Financial Consultants near San Leandro, CA01,0932,1863,2794,3725,465San FranciscoOaklandWalnut CreekSan MateoFremontSan RamonBerkeleyRedwood CityHaywardDanville


Financial Consultants around San Leandro, CA

Alameda  (25)
Alamo  (6)
Belmont  (7)
Berkeley  (57)
Brisbane  (5)
Burlingame  (25)
Danville  (30)
Fremont  (68)
Hayward  (52)
Lafayette  (25)
Moraga  (9)
Newark  (13)
Oakland  (181)
Orinda  (10)
Redwood City  (54)
San Carlos  (14)
San Francisco  (5,465)
San Lorenzo  (5)
San Mateo  (126)
San Ramon  (63)
Union City  (17)
Walnut Creek  (141)

Financial Consultants in California

Sub-specializations

Financial Associate  (2)
Financial Consultant  (17)