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Financial Consultants in California

Financial Consultants in San Mateo, CA

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Here is a complete directory of nearly every available Financial Consultants in San Mateo, CA.

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126 results found

Christina Ko San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Certified Financial Planner • Puchasing and Estimating Manager • Marketing Intern • Marketing Professional • Advertising Sales Agent • Fisher • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Counselor • Team Member • Advisor • Agent • Sales Representative • High School Diploma • Master of Science • Financial Manager

Experience & Education

Position:
Socially Responsible Investing at RBC Wealth Management
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
RBC Wealth Management - San Francisco Bay AreaSocially Responsible InvestingMorgan Stanley - Silicon ValleyFinancial AdvisorMay 2012 - 2013
Skills:
Series 7, Series 6, Series 65, Series 63, Bilingual, Advent, Microsoft Office, Outlook, Portfolio...
Languages:
Mandarin Chinese, English, Spanish
Certifications:
Series 7 - General Securities Representative Examination, FINRA
Series 65 - Uniform Investment Adviser Law Examination, FINRA
Full Profile

Adam Wainwright San Francisco, CA

Professions & Specialties

Banker • Financial Consultant • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Representative • Concierge • Computer Software Professional • Software Developers • Computational Scientist • Database Administration Professional • Database Administrator • Computer Scientists • Head Coach • Sports Game Coach • Instructional Designer • Educational Designer • Human Resources Specialist • Recruitment • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Business Development Representative at Selectica
Title:
Professional Business Development at Selectica Enterprise Software - CPQ - CLM - HPT - IDT
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Selectica - San Mateo CaBusiness Development Representativesince Dec 2012JPMorgan Chase - Los Gatos BlvdLicesnsed Private Client BankerJul 2011 - Dec 2012
Skills:
Presenter, Instructional Design, E-Learning, Employee Training, Leadership, ADDIE, Camtasia,...
Languages:
Korean
..of partners including a Private Client Financial Advisor
Full Profile

Dan Stampf San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Director • Marketing Manager • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Administrator • Fisher • Advisor • Team Member • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Senior Vice President at Director of Advisory Service and Senior Vice President
Title:
Director of Advisory Service and Senior Vice President
Location:
San Francisco, California
Industry:
Financial Services
Work history:
Director of Advisory Service and Senior Vice President - San Francisco, CASenior Vice Presidentsince Aug 2012Fisher Investments - San Mateo, CADirect Marketing ManagerAug 2011 - Aug 2012
Skills:
Portfolio Management, Capital Markets, Investments, Wealth Management, Financial Services, Asset...
..Capital is the next-generation financial advisor
Full Profile

Kirsten Weiss San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Writer • Entertainment Professional • Entertainer • Marketing Consultant • Web Marketer • Advertising Professional • Market Analyst • Market Research Analyst • Advertising Sales Agent • Marketing Manager • Marketing Professional • Produce Manager • Operations Manager • Production Manager • Master of Business Administration • Business Administrator • International Affairs • Advisor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Strategic Marketing Consultant at Alchemical Marketing
Title:
Global Marketing Strategy | Content Development | Writer - Business and Entertainment
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
Alchemical Marketing - San Mateo, CAStrategic Marketing Consultantsince Apr 2011SGC Financial - San Mateo, CaFinancial AdvisorJun 2009 - Mar 2011
Skills:
Business Planning, Social Media, Public Speaking, Event Planning, Customer Relations, Marketing...
Full Profile

Kenneth Irvin San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • HR Manager • Region Manager • Territory Sales Manager • Sales Manager • Master of Science • Area Manager • Managers

Experience & Education

Position:
Financial Advisor at Citi Personal Wealth Management
Title:
Financial Advisor at Citi
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Citi Personal Wealth Management - San Mateo, CAFinancial Advisorsince Apr 2012Chase - San Carlos, CAVice President InvestmentsSep 2009 - Apr 2012
Full Profile

Robert Loftus San Francisco, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Business Specialist • Analysts • Chief Administrative Officer • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Student Worker • Chief Judge • Judge • Teaching Assistant • IT Specialist

Experience & Education

Position:
Senior Support Analyst at Visa
Title:
Sr. Support Analyst
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Visa - Foster City, CASenior Support Analystsince May 2012JP Morgan Chase Bank Personal Banker, Small Business SpecialistJul 2010 - Mar 2012
Languages:
English, Spanish
..clients higher rate of return to the Financial Advisor
Full Profile

Hector Garza 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 available through CUSO Financial Services, L.P. Member...
Title:
Financial Advisor at Patelco Credit Union available through CUSO Financial Services, L.P. (Member FINRA/SPIC)
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Patelco Credit Union available through CUSO Financial Services, L.P. Member FINRA/SIPC - San Francisco Bay AreaFinancial Advisorsince Nov 2010LPL Financial - San Mateo, CALPL Financial AdvisorAug 2009 - Jan 2011
Skills:
Retirement Planning, Investments, Wealth Management, Insurance, Financial Services, Financial...
Languages:
Spanish
Full Profile

Ed Harris San Francisco, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Manager • Operations Manager • Project Managers • Project Manager • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Lawyer

Experience & Education

Position:
Private Client Banker at J.P. Morgan Chase
Location:
San Francisco Bay Area
Industry:
Higher Education
Work history:
J.P. Morgan Chase - San Francisco, CaliforniaPrivate Client Bankersince Sep 2012Waddell & Reed - San Mateo, CAFinancial Advisor2011 - 2012
Full Profile

Jessie Chen San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Apprentice • Software Engineer • Computational Scientist • Software Developers • Computer Scientists • Bachelor of Science • Corporate Executive • Chief Executive • Production Manager • Researcher • Survey Researcher • Student Worker

Experience & Education

Work

Company:
Morgan stanley smith barney
Financial planning specialist/financial advisor
Company:
Thoughtpusher
Strategy & business development / marketing
Full Profile

Prabhat Behera San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Implementation Manager • Advisor • Managers • Computer Software Professional • Software Developers • School Principal • School Administrator • Educational Manager • Automotive Specialist • Automotive Professional • Team Member • IT Specialist • Production Manager • Bookkeeper • Medical Assistant • Healthcare Support

Experience & Education

Position:
Sr. Implementation Manager, ERP & CRM at Netsuite Inc.
Title:
Sr. Consultant and Solution Architect, Cloud ERP
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Netsuite Inc. - San Mateo, CASr. Implementation Manager, ERP & CRMsince Aug 2007QAD Inc. - Santa Barbara, CAPrincipal Financial ConsultantJun 2006 - Aug 2007
Skills:
Cloud Computing, Product Management, SaaS, Enterprise Software, Software Implementation, ERP,...
Full Profile

Angelita Wan San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo bank - wholesale banking group - San Francisco, CA
Financial
Company:
Wells fargo bank - revenue & expense teams - San Francisco, CA
Sr. financial consultant
Full Profile

James Tien San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Bachelor of Science • Market Research Analyst • Student Worker

Experience & Education

Work

Company:
Independent capital management - Torrance, CA
Financial advisor
Company:
United import trading corp - Carson, CA
Sales and marketing development

Skills

Financial Management, Fluent in Chinese, Proficient with Microsoft Office, Client Management,...
Full Profile

Sharon Galvin San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Product Specialist • Master of Business Administration • Mathematics • Mathematician • Chief Executive • Business Development Manager • Operations Manager • Compliance Manager • Financial Manager • Marketing Manager

Experience & Education

Work

Company:
Broadbill investment partners
Business development and client service
Company:
Merrill lynch/bank of america - San Mateo, CA
Financial advisor
Full Profile

Dionisio Meneses San Mateo, CA

Professions & Specialties

Loan Officer • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager • Project Managers • Analysts

Experience & Education

Work

Company:
Consolidation plus
Loan officer
Company:
Morgan stanley wealth management - Menlo Park, CA
Financial advisor -mswm
Full Profile

Michael Costa San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Counselor • Management Analyst • Contractor • Advisor • Analysts • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Security • Designers • Bachelor of Arts • High School Diploma • Mathematics • Mathematician • Governor • Government Administration Officer • Civil Servant • Information Technology Specialist • Computer Specialist • IT Specialist • Engineering Specialist • Operations Manager • Medical Laboratory Professional • Medical Laboratory Technologist • Student Worker

Experience & Education

Position:
Financial Consultant at Self Employed
Title:
Financial Modeling Consultant at Self Employed
Location:
San Mateo, California
Industry:
Financial Services
Work history:
Self Employed Financial Consultantsince Aug 2011Equinix - Redwood City, CAMarketing and Sale Data Management AnalystAug 2011 - Dec 2011
Full Profile

Shireef Elmakawi San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Operations Manager • Business Administrator

Experience & Education

Work

Company:
Bancwest investment services, southern california region
Financial advisor
Company:
Morgan stanley - Menlo Park, CA
Financial advisor
Full Profile

Stacy Binns San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Water Transportation Worker

Experience & Education

Position:
Financial Consultant at Modern Sierra Mining and Reclamation, Partner at fringe studio, Financial...
Title:
Partner at Fringe Studio
Location:
San Francisco Bay Area
Industry:
Architecture & Planning
Work history:
Modern Sierra Mining and Reclamation Financial Consultantsince Sep 2012Fringe studio - San Mateo, CAPartnersince Jan 2008
Full Profile

Humberto Rivas San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Work

Company:
Emerson equity llc - San Mateo, CA
Financial consultant
Company:
Wells fargo bank - San Francisco, CA
Business banking specialist
Full Profile

Geeta Bhagwanani San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounts Receivable • Hospital Care Professional • Health Professional • Health Practitioner • Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper • Project Managers • Analysts • Telemarketing Specialist • Telemarketer

Experience & Education

Position:
Sr. Financial Analyst at McKesson
Title:
Senior Financial Analyst
Location:
San Mateo, California
Industry:
Hospital & Health Care
Work history:
McKesson Sr. Financial Analystsince Feb 2011Wells Fargo Distribution Strategies- HQ SFO Financial ConsultantAug 2008 - Nov 2008
Skills:
Hyperion Enterprise, Financial Analysis, Forecasting, Variance Analysis, Accounting
Full Profile

Michelle Baca San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Human Resources Generalist • Recruitment • Human Resource Manager • Counselor • Advisor • Employee Relations Specialist • Labor Relations Specialist • Computer Software Professional • Software Developers • Biologist • Biological Scientist

Experience & Education

Position:
Sr. HR Generalist at Gap Inc./Gap Inc. Direct, Financial Consultant at Principia Biopharma
Title:
Finance & HR Consultant
Location:
San Francisco Bay Area
Industry:
Retail
Work history:
Gap Inc./Gap Inc. Direct - San Francisco, CASr. HR Generalistsince Nov 2012Principia Biopharma - South San Francisco, CAFinancial Consultantsince Nov 2012
Full Profile

Mike Welch San Francisco, CA

Professions & Specialties

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

Experience & Education

Title:
Vice President - Financial Advisor Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice President, CRPC®Apr 2009 - Mar 2013Morgan Stanley Smith Barney Financial AdvisorMay 1999 - Apr 2009
Full Profile

Grant Matthews San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Executive Director- Wealth Management, Financial Advisor, CFP®, CIMA® at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CaliforniaExecutive Director- Wealth Management, Financial Advisor, CFP®, CIMA®since Nov 2005UBS - Menlo Park, CASenior Vice President- Wealth MgmtJan 2000 - Nov 2005
Full Profile

Robert Hammack San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Support • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service

Experience & Education

Position:
Associate Financial Consultant at Charles Schwab
Title:
Associate Financial Consultant
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Charles Schwab - San Mateo, CAAssociate Financial Consultantsince Jan 2013Charles Schwab - Greater Los Angeles AreaClient Service SpecialistApr 2010 - Jan 2013
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

Jovin Jackson San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Chief Executive

Experience & Education

Position:
Financial Advisor at SGC Financial
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
SGC Financial - San Mateo, CAFinancial Advisorsince Oct 2010Yahoo! - Sunnyvale, CAProgram Management Operations InternJun 2009 - Aug 2009
Full Profile

Lucille Denos San Mateo, 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 UBS Financial Services Inc.
Location:
San Mateo, California
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Financial Advisorsince Jul 2010Morgan Stanley Smith Barney - San Mateo, CAFinancial Advisor/Financial Planning SpecialistOct 2000 - Jun 2010
Full Profile

Lisa Huynh San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Government Administration Professional • Operations Manager • Community Service Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Merrill Lynch
Location:
San Mateo, California
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince 2012Morgan Stanley Smith Barney - San Francisco Bay AreaRegistered Associate2010 - 2012
Certifications:
Level I CFA Candidate, CFA Institute
Full Profile

Michael Saghi San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Advertising Professional • Advertising Sales Agent • Bookkeeper

Experience & Education

Position:
Managing Partner at WSI Prosetup
Title:
Managing Partner, WSI Prosetup
Location:
San Francisco, California
Industry:
Marketing and Advertising
Work history:
WSI Prosetup - San Francisco, CAManaging Partnersince 2008Northwestern Mutual Financial Financial Consultant2001 - 2006
Full Profile

Leah Davis San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Computer Software Professional • Software Developers • Sales Representative • Operations Manager • Deputy Manager • Chief Executive • Office Clerk • Clerical Specialist

Experience & Education

Position:
Financial Advisor at SGC Financial
Title:
Financial Advisor
Location:
San Mateo, California
Industry:
Financial Services
Work history:
SGC Financial - San Mateo, CAFinancial Advisorsince Oct 2011Ford Models Model2008 - 2011
Full Profile

Jim Song San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Apprentice • Student Worker

Experience & Education

Title:
Financial Advisor at Merrill Lynch San Mateo
Location:
San Mateo, California
Industry:
Financial Services
Work history:
AIESEC Seattle - Greater Seattle AreaAIESEC Seattle Vice PresidentDec 2007 - Jun 2011King and Wood Beijing - Beijing, ChinaReal Estate InternAug 2010 - Sep 2010
Full Profile

Mark Gillelen San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Representative • Counselor • Advisor • Agent • Sales Agent • Sales Representative • Vice President • Higher Education Professional • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at McKinley Financial Group
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
McKinley Financial Group Partnersince May 2012Morgan Stanley Financial AdvisorMar 2008 - May 2012
Full Profile

Deborah Sherer San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Publishing Professional • Managers

Experience & Education

Work

Company:
Self employed
Financial consultant
Company:
Midpen housing management - Foster City, CA
Financial reporting manager

Skills

Accounting Software: MRI . Boston Post . AvidXchange . Oracle . Lawson . Sage MIP 100 . Great...
Full Profile

Rob Nicolosi San Francisco, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Financial Engines - Palo Alto, caInvestment AdvisorJan 2010 - Jun 2011Morgan Stanley Smith Barney - San Francisco, CAFinancial AdvisorNov 2008 - Nov 2009
Full Profile

Amir Abbasi San Mateo, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Computational Scientist • Computer Scientists • Bachelor of Science • Property Manager • Real Estate Manager • Media Professional

Experience & Education

Work

Company:
J.p. morgan chase - Burlingame, CA
Licensed banker
Company:
Wells fargo - Millbrae, CA
Business banking specialist
Full Profile

Dominic Cheung San Mateo, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Ventiva
Financial consultant
Company:
Arc international - San Jose, CA
Fp&a manager
Full Profile

Paul Moisio San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Writer • Researcher • Survey Researcher • Bachelor of Science • Chief Executive • Corporate Executive • Operations Manager • Deputy Manager • Manufacturing Laborer • Laborer

Experience & Education

Work

Company:
Freedom financial network, llc
Certified senior debt specialist, cds
Company:
New york life securities, llc - San Francisco, CA
Financial advisor
Full Profile

Hillary Roulette San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Online Leader • Advertising Professional • Internet Marketing Manager • Web Marketer • Advertising Sales Agent • Manager • Marketing Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper • Computer Consultant • IT Consultant

Experience & Education

Position:
Online Marketing Manager at CafePress.com
Title:
Online Marketing Manager at CafePress
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
CafePress.com - San Mateo, CAOnline Marketing Managersince Jul 2010Wells Fargo Financial ConsultantAug 2008 - Jun 2010
Full Profile

Jonathan Bush San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Wealth Management
Title:
Financial Advisor at UBS Financial Services
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
UBS Wealth Management - San Mateo, CAFinancial Advisorsince Jan 2013UBS Wealth Management - Palo Alto, CARegistered Client AssociateMar 2007 - Dec 2012
Full Profile

Paul Rikkonen San Mateo, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Rikkonen financial services/gateway financial advisors - investments
Entrepreneur
Company:
Ameriprise financial - Campbell, CA
Financial advisor
Full Profile

Gordon Lin San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Manager • Operations Manager

Experience & Education

Position:
Acccount Manager / Marketing Rep at CHME
Title:
Account Manager; Marketing Rep
Location:
San Francisco Bay Area
Industry:
Medical Devices
Work history:
CHME - San FranciscoAcccount Manager / Marketing Repsince May 2011Financial Freedom Network, LLC - San Mateo, CASenior Financial ConsultantJul 2005 - Apr 2011
Full Profile

Hakikat Khan San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Computational Scientist • Computer Scientists • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Infovity inc. usa
Techno-functional lead
Company:
Dpi specialty foods soar (ebs r12 implementation) - Ontario, CA
It lead/sr. developer/financial consultant
Full Profile

Michele Cadiente-sanchez San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Budget Officer • Financial Analyst • Cost Accountant • Financial Compliance Examiner • Auditor • Accounting Analyst • Counselor • Advisor

Experience & Education

Work

Company:
Solta medical
Cost accountant/financial consultant
Company:
Financial consultant
Full Profile

Rajiv Eluthesen San Francisco, 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 Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Merrill Lynch - San Mateo, CAFinancial Advisorsince Jan 2010
Full Profile

Kirsten Weiss San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Market Analyst • Market Research Analyst • Independent Contractor • Contractor • Independent Business Owners • Production Manager

Experience & Education

Work

Company:
Self-employed
Global marketing consultant
Company:
Sgc financial
Financial advisor
Full Profile

Jacqueline Jin San Mateo, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Urs corporation - San Francisco, CA
Sec financial reporting consultant
Company:
Linden lab - San Francisco, CA
Senior financial consultant
Full Profile

Michael Sparer San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor

Experience & Education

Work

Company:
Kevanina, inc
Financial and real estate investment consultant
Company:
Aig valic - San Francisco, CA
Financial advisor
Full Profile

Mey Gunawan San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Administrative Associate • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
Ndnu school of clinical psychology and gerontology
Administrative assistant
Company:
Trilogy financial services, inc - San Mateo, CA
Financial consultant

Skills

Fluent in conversational and written Indonesian
Full Profile

Jim Alfred San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Senior Manager • Vice President of Sales • Manager • Produce Manager • Director • Chairperson • Chief Executive • Operations Manager • Sales Manager • Production Manager • Relationship Manager • Sales Engineer • Client Service Officer • Account Service Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Counselor • Subject Matter Expert • Leader • Advisor • Custodian • Business Administrator • Skilled Professional • Managers • Custodial Worker • Cleaners • Customer Service • Doctor of Philosophy • Computer Software Professional • Information Technology Specialist • Database Administration Professional • Database Administrator • Software Developers • IT Specialist

Experience & Education

Position:
Sales & Relationship Management at Xignite
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Xignite - SF Bay AreaSales & Relationship Managementsince May 2013Intuit - Western U.S.Internet & Mobile Technology StrategistJun 2012 - May 2013
Skills:
Investment Banking, Partner Relationship Management, Business Relationship Management, New Business ...
Full Profile

Rebekkah Hilgraves San Mateo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Production Manager • Production Director • Host • SalesForce Administrator • Information Technology Specialist • Database Administration Professional • Database Administrator • IT Specialist • Manager • Marketing Manager • Project Managers • Operations Manager • Technical Support Specialist • Technical Writer • PHP Developer • IT Security • Computer Software Professional • Network Systems Administrator • Computer Network Professional • Network Administrator • Systems Support Specialist • Support Specialists • Software Developer • Software Developers • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Technical Communicator • Author • Sales Person • Sales Representative • Guide • Team Member • Advisor • Tour Guide • Advertising Professional • Web Marketer • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vocalist • Singer

Experience & Education

Position:
Technical Production Manager, eLearning at Marketo, Program Host at Stillstream
Title:
Technical Production Manager, eLearning
Location:
San Mateo, California
Industry:
Information Technology and Services
Work history:
Marketo - San Mateo, CATechnical Production Manager, eLearningsince Sep 2011Stillstream - http://www.stillstream.comProgram Hostsince Mar 2012
Skills:
Learning Management, Salesforce.com, Marketo, Camtasia, Photoshop, Training & Development,...
Certifications:
Marketo Certified Expert, Marketo Inc (MKTO)
Key production team member on Financial Advisor web site redesign project
Full Profile

Dean Leonard San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Advisor • Representative • Independent Contractor • Supporting Member • Contractor • Team Member • Agent • Sales Representative • Dean • Higher Education Professional • School Administrator • Educational Manager • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Financial Manager • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Position:
Investment Advisor Representative at WHJR Associates, Registered Representative at Royal Alliance...
Title:
Certified Financial Planner at Royal Alliance Associates INC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
WHJR Associates - 55 N. Third St. Suite 200, Campbell, CA 95008-2087Investment Advisor Representativesince May 1999Royal Alliance Associates INC - 55 N. Third St. Suite 200, Campbell, CA 95008-2087Registered Representativesince May 1989
Skills:
Personal Finance, Personal Financial Planning, Investment Management, Certified Financial Planner,...
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