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Financial Consultants in California

Financial Consultants in San Marcos, CA

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18 results found

Dan Winn San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Certified Public Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Science • Accounts Payable • Accounts Payable Specialist • Independent Business Owners • Account Manager • Information Technology Systems Director • Operations Manager • Information Technology Coordinator • Systems Administrator • Computer Software Professional • IT Manager • Computer Systems Administrator • Software Developers • Biologist • Biological Scientist • Contractor • Managers • Recruitment

Experience & Education

Position:
Seeking new opportunity in Accounting, Finance, or Consulting (619)823-9466 dwinn5@hotmail.com at...
Title:
Seeking new opportunity in Accounting, Finance, or Consulting (619)823-9466 dwinn5@hotmail.com
Location:
Greater San Diego Area
Industry:
Accounting
Work history:
(619)823-9466 dwinn5@hotmail.com - San Diego AreaSeeking new opportunity in Accounting, Finance, or Consulting (619)823-9466 dwinn5@hotmail.comsince Feb 2013Danny J. Winn, MBA, CPA - San Diego, CaContract Financial Consultantsince May 2009
Skills:
QuickBooks, Software, Microsoft Excel, Microsoft Word, Microsoft Office, Medical Devices, SQL,...
Full Profile

Andrea Watkins Escondido, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • PR and Communications Professional • Public Relations Professinal • Marketing Professional • Advertising Sales Agent • Human Resources Specialist • Recruitment • Marketing Manager • Event Manager • Managers • Educator • Education Professional • Instructor • Student Worker • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CS Manager at Genoptix
Title:
Young professional looking to utilize Communication degree in marketing and public relations
Location:
Escondido, California
Industry:
Public Relations and Communications
Work history:
Genoptix CS Managersince Jun 2012Armstrong Financial Group - Carlsbad, CAExecutive Marketing SpecialistSep 2008 - Oct 2011
Skills:
Organizational Leadership, Marketing Communications, Customer Relations, Special Events, Wealth...
..I specialized in placing top level financial advisor executives
Full Profile

Arturo Rico San Marcos, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Counselor • Business Administrator • Tour Guide • Advisor • Master of Business Administration • Bachelor of Science • Bachelor of Arts • Psychologist • Sales Agent • Sales Representative • Operations Manager • Psychology Specialist

Experience & Education

Work

Company:
Goal structured solutions - San Diego, CA
Senior financial analyst
Company:
Wells fargo
Financial consultant 3

Skills

Microsoft Excel, Hyperion Essbase, SAS Enterprise Guide, ProClarity, Microsoft Powerpoint,...
Full Profile

Rick Monaco San Marcos, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Citibank na
Personal banker
Company:
American express financial advisors - San Diego, CA
Personal financial advisor
Full Profile

Maksim Tsyplyakov San Marcos, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Support Analyst • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Advertising Sales Agent • Clerical Specialist • Operations Manager

Experience & Education

Work

Company:
Hologic | gen-probe
Sales analyst
Company:
Ccsb insurance company - Oceanside, CA
Patient financial advisor

Skills

Strong Microsoft Excel and Outlook skills, Relational database and QlikView Business Intelligence...
Full Profile

Peter Morris San Marcos, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Business Administrator • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Work

Company:
World financial group
Independent advisor representative
Company:
Merrill lynch, ca - San Diego, CA
Financial advisor
Full Profile

James Hardifer San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Chase Investments, a part of JP Morgan Securities LLC
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Chase Investments, a part of JP Morgan Securities LLC - San Marcos, CAFinancial Advisorsince Oct 2012Crow's Nest Yachts - San Diego, CAYacht BrokerSep 2010 - Mar 2013
Full Profile

Charles Bovey San Marcos, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Network Administrator • Network Systems Administrator • Computer Network Professional • Bookkeeper

Experience & Education

Work

Company:
California board sports dba osiris shoes - Carlsbad, CA
Is manager/network administrator
Company:
Accountants on call - San Diego, CA
Financial consultant
Full Profile

John Jacobson San Marcos, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Cuso financial services, l.p.
Investment representative
Company:
Merrill lynch - merrill edge - San Diego, CA
Financial solutions advisor

Skills

FINRA: Series 63, 66 & 7 --- Life and Health Insurance Licenses: CA, AZ...
Full Profile

Seth Jerue San Marcos, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Analyst • Team Member • Analysts

Experience & Education

Work

Company:
Edward jones investments - San Marcos, CA
Financial advisor trainee
Company:
Marcus & millichap company - Irvine, CA
Real estate associate / analyst
Full Profile

Brooke Patterson San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Co-Founder • Director • Manager • Founder • Founding Member • Chief Executive • Operations Manager • Graphic Design Specialist • Graphic Designer • Marketing Manager • Brand Representative • Web Marketer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Founder and Project Director at Vandermedia Design Inc.
Location:
Greater San Diego Area
Industry:
Graphic Design
Work history:
Vandermedia Design Inc. - San Marcos, CACo-Founder and Project Directorsince Mar 2008Professional Bull Riders, Inc. Corporate Partnership ManagerMar 2006 - Jan 2008
Private Client Services Financial Consultant at Wells Fargo Investments
Full Profile

Fritz Roggow San Marcos, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Manager • Program Director • Operations Manager • Sales Representative • Sales Agent • Business Administrator

Experience & Education

Work

Company:
Army national guard bureau
Regional recruiter/program manager
Company:
Novartis pharmaceutical corp - Fresno, CA
Sales representative

Skills

Leadership, Consultative Sales Process, Strategic Planning, Competitive Market Analysis, Team...
Full Profile

John Shoemaker San Marcos, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Kitchen and Bath Designer • Interior Designer • Interior Design Specialist • Information Technology Director • Sales Manager • Sales Director • Operations Manager • Drivers • Human Resources Specialist • Recruitment • Business Administrator • Bachelor of Science

Experience & Education

Work

Company:
Dream design, chi, remodel works
Kitchen and bath designer
Company:
Classic water, revolution water - Austin, TX
Water softener in home sales
Full Profile

John Browne San Marcos, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Research Officer • Business Development Manager • Chief Executive • Operations Manager • Account Service Manager • Senior Customer Service Representative • Client Service Officer • Counselor • Business Administrator • Advisor • Master of Business Administration • Bachelor of Arts • Psychologist • Customer Service • Psychology Specialist

Experience & Education

Work

Company:
Costar group
Director of research
Company:
Procede software - San Diego, CA
Business development manager
Full Profile

Brian Ayres San Marcos, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Business Administrator • Director • Operations Manager • Master of Business Administration

Experience & Education

Work

Company:
Gartner inc
Global lead for pmo
Company:
John hancock mutual life - San Diego, CA
Marketing representative
Full Profile

Daniel Kim San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Senior Advisor • Team Member • Advisor • Sales Person • Sales Representative • Model • Bachelor of Arts • Master of Science

Experience & Education

Position:
Development Internal Wholesaler at OneAmerica
Title:
Development Internal Wholesaler
Location:
Greater San Diego Area
Industry:
Insurance
Work history:
OneAmerica - San Marcos, CADevelopment Internal Wholesalersince Oct 2011Hotchkis and Wiley Capital Management Internal WholesalerDec 2006 - May 2009
Skills:
Investments, Mutual Funds, Series 7, Financial Advisory, Analysis, Series 63, Wealth Management,...
Full Profile

Alex Cabrera Fergus Falls, MN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Entrepreneur • Apprentice • Guide • Managers • Tour Guide • Development Coach • Sports Game Coach • Builder • Construction Specialist • Construction Laborer • Training and Development • Advertising Professional • Advertising Sales Agent • Vocational Adviser • Councilor • Counselor Education Professor • Educational Counselor • Psychologist • Student Worker • Psychology Specialist • Marketing Manager • Sales Manager • Technical Specialist • Technical Support Specialists • Analysts • Recruitment • Brand Representative • Internet Marketing Manager • Web Marketer • Training and Coaching Professional • Professional Development Teacher • Educational Psychologist • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Executive

Experience & Education

Position:
Founder - Social Media Trainer & Business Development Coach at Possibility Business
Title:
Founder of Possibility Business: Trainer, Social Media Entrepreneur, Business Development Coach & Team builder
Location:
Fergus Falls, Minnesota
Industry:
Marketing and Advertising
Work history:
Possibility Business - Fergus Falls, MNFounder - Social Media Trainer & Business Development Coachsince Jan 2011California State University, San Marcos - San Marcos, CACareer Counselor (Intern)Jan 2010 - Dec 2010
Skills:
Social Media, Online Branding, Online Marketing, Team Building, Coaching, New Business Development, ...
Languages:
English, Spanish
Financial Advisor at First Command Financial Plann..
Full Profile

Eric Huff Olathe, KS

Professions & Specialties

Financial Services Sales Agent • Sales Agent • Territory Account Manager • Sales Representative • Market Analyst • Advertising Professional • Market Research Analyst • Advertising Sales Agent • Model • Area Manager • Managers • Analysts • Financial Officer • Financial Manager • Chief Executive

Experience & Education

Position:
Dealer Development Specialist at John Deere
Location:
Olathe, Kansas
Industry:
Marketing and Advertising
Work history:
John Deere Dealer Development Specialistsince Apr 2013John Deere - Olathe, KSTerritory ManagerMay 2012 - Apr 2013
Financial Advisor
Full Profile

Financial Consultants near San Marcos, CA04649281,3921,8562,320San DiegoLa JollaCarlsbadTemeculaOceansideDel MarEscondidoEncinitasPowayEl Cajon


Financial Consultants around San Marcos, CA

Bonsall  (1)
Carlsbad  (97)
Del Mar  (27)
El Cajon  (18)
Encinitas  (24)
Escondido  (25)
Fallbrook  (9)
La Jolla  (105)
La Mesa  (14)
Lakeside  (4)
Oceanside  (28)
Poway  (18)
Ramona  (5)
San Diego  (2,316)
Santee  (4)
Solana Beach  (5)
Temecula  (56)
Vista  (10)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (18)