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Financial Consultants in California

Financial Consultants in San Pedro, CA

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13 results found

Todd Walter San Pedro, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Accounting Bookkeeper • Bookkeeper • Managers

Experience & Education

Work

Company:
Robert half management resources
Financial consultant
Company:
Icrco, inc - Torrance, CA
Controller
Full Profile

Will Hinojosa San Pedro, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Registered Principal at Genero Investment Management
Title:
Portfolio Manager
Location:
San Pedro, California
Industry:
Financial Services
Work history:
Genero Investment Management Registered Principalsince Mar 2011SagePoint Financial Financial Advisor2009 - 2009
Skills:
Mutual Funds, Options, Stocks
Full Profile

Barbara Greeley Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Vice President, Senior Private Banker at Wells Fargo
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo - Beverly Hills, CAVice President, Senior Private Bankersince Oct 2001Wells Fargo Advisors - Los Angeles, CAVice President, Financial AdvisorJan 1998 - Oct 2001
Skills:
Series 7, Loans, Series 63, Commercial Lending, Wealth Management, Credit, Banking, Credit...
Full Profile

Sales Rep San Pedro, CA

Professions & Specialties

Loan Officer • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Systems Administrator • Computer Systems Administrator

Experience & Education

Work

Company:
Conquistamerica - Santa Ana, CA
Loan officer/financial consultant

Skills

Proficient in Operating Systems: Windows, Mac, Microsoft 2003 Servers & Microsoft Exchange. ...
Full Profile

Vanessa Jones San Pedro, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Supervisor • Managers • Interpreter • Analyst • Analysts • Bachelor of Science • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Physician • Family Practitioner • General Practitioner • Language Specialist

Experience & Education

Work

Company:
Pediatrix medical group
Newborn hearing screen coordinator/ supervisor
Company:
University center - Los Angeles, CA
Financial counselor lead/ patient relations liaison

Skills

EMR (Electronic Medical Records), EPIC, Centricity, Microsoft Office, CSS, OB-GYN, Pediatrics,...
Full Profile

Neal Cpa San Pedro, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Bachelor of Science

Experience & Education

Work

Company:
Creative recreation
Controller
Company:
Lambs & ivy, inc - El Segundo, CA
Controller

Skills

Microsoft Office (Excel, Word), SAP Business One, Epicor, A2000, Paychex Preview
Full Profile

Carlos Masaya San Pedro, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Little company of mary
Admitting representative
Company:
Hollywood presbyterian
Admitting representative
Full Profile

Richard Bellman San Pedro, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Instructor • Pedagogue • Curriculum Coordinator • School Principal • Instructional Coordinator • Curriculum Specialist • Training Implementation Specialist • Educational Manager • School Administrator • Leader • Managers • Trainer • Security • Lawyers

Experience & Education

Work

Company:
Weingart center association
Education coordinator
Company:
Progressive achievement center - Compton, CA
Principal instructional leader
Full Profile

Glenn Bernstein San Pedro, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Business Consultant • Advisor • Region Manager • Department Supervisor • Manager • Operations Manager • Business Administrator • Area Manager • Managers • Master of Business Administration • Mathematics • Mathematician • IT Manager

Experience & Education

Work

Company:
Aero-vac alloys & forge
Vice president / general manager
Company:
International services, inc - Buffalo Grove, IL
Senior business consultant, u.s. & canada
Full Profile

Brian Kath San Pedro, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Warrior custom golf
Sales - phone
Company:
American homeless - Costa Mesa, CA
Fundraising coordinator

Skills

Extensive sales and finance background.
Full Profile

Roy George Jersey City, NJ

Professions & Specialties

Vice President • Director of Quality Control • Manager • Chief Executive • Compliance Manager • Operations Manager • Compliance Officer • Counselor • Advisor • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Software Tester • Computer Specialist

Experience & Education

Position:
Vice President and Senior Compliance Officer for Mortgage Servicing at Hudson City Savings Bank,...
Title:
Vice President and Senior Compliance Officer for Mortgage Servicing at Hudson City Savings Bank
Location:
United States
Industry:
Financial Services
Work history:
Hudson City Savings Bank - Paramus, N.J.Vice President and Senior Compliance Officer for Mortgage Servicingsince Apr 2013R & T Consulting Services - New York, New YorkConsultantsince Jun 2012
Certifications:
SAFE Mortgage Loan Originator Test -- National Component, Nationwide Mortgage Licensing System & Registry (NMLS)
Mississippi SAFE License, NMLS
Independent FInancial Advisor/Owner at Broader Horizons Financ..
Full Profile

Grant Delgado San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Advertising Professional • Advertising Sales Agent • Student Worker • Volunteer • Non-Profit • Recruitment • Athletic Administrator • Sports Manager • Bachelor of Science • Captain • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founding Member • Chief Executive • Operations Manager

Experience & Education

Position:
Business Development Intern at Crowdtap, Student-Athlete at Stanford University
Title:
Business Development Intern at Crowdtap
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
Crowdtap - Greater New York City AreaBusiness Development Internsince Jun 2013Stanford University - Stanford, CAStudent-Athletesince Sep 2010
Languages:
Italian, Spanish
Assisted financial advisor in all aspects of client service..
Full Profile

Justin Huang New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Apprentice • Analysts • Student Worker • Assistant Vice President • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Bachelor of Arts • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Operations Graduate Training Program Analyst at UBS Investment Bank
Title:
Collateral Operations Analyst at UBS Investment Bank
Location:
Greater New York City Area
Industry:
Investment Banking
Work history:
UBS Investment Bank Operations Graduate Training Program Analystsince Aug 2012UBS Investment Bank - Stamford, CTEquity Valuations InternJun 2012 - Aug 2012
Skills:
SAS, Minitab, Microsoft Excel
Financial Advisor Intern at Wells Fargo Advisors
Full Profile

Financial Consultants near San Pedro, CA01,0592,1183,1774,2365,295Los AngelesLong BeachTorranceEl SegundoRedondo BeachManhattan BeachSeal BeachInglewoodGardenaHawthorne


Financial Consultants around San Pedro, CA

Bellflower  (8)
Compton  (6)
El Segundo  (45)
Gardena  (13)
Harbor City  (3)
Hawthorne  (10)
Inglewood  (13)
Lakewood  (8)
Lawndale  (1)
Lomita  (3)
Long Beach  (140)
Los Angeles  (5,293)
Lynwood  (3)
Redondo Beach  (34)
Seal Beach  (14)
Torrance  (63)

Financial Consultants in California

Sub-specializations

Financial Consultant  (13)
Funder  (2)