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Financial Consultants in San Rafael, CA

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52 results found

Guillermo Montes San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounts ReceivableControllerAccounting BookkeeperBookkeeperIndependent Business OwnersPhysicianSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeContractorFinancial DirectorFinancial OfficerFinancial ManagerHealth ProfessionalHealth PractitionerProject ManagersOperations Manager

Experience & Education

Title:
Finance & Accounting Professional
Location:
San Rafael, California
Industry:
Accounting
Work history:
Kaiser Permanente, Stanford Hospital & Clinics, Pacific Gas & Electric, Architect of the Capitol - San Francisco Bay Area, Washington, DCSenior Financial ConsultantDec 2009 - Jul 2013EFE News Service, Washington, DC - Washington D.C. Metro AreaRegional ControllerJun 2008 - Oct 2009

Rob Schmidt San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberCounselorProject ManagerTeam MemberAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior AssociateResearch ScientistDivision ManagerDepartment SupervisorManagerOperations ManagerProject ManagersProgrammer AnalystInformation Systems AnalystIT AnalystLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Associate at NHA Advisors LLC
Title:
Associate at NHA Advisors
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
NHA Advisors LLC - San Rafael, CAAssociatesince Mar 2010David Taussig & Associates, Inc. - Newport Beach, CASenior AssociateSep 2004 - Jun 2009
Skills:
Excel, DBC Finance, PowerPoint, Bonds, Municipal, Public Finance, Financial Modeling, Debt...
Strategic consultant and financial advisor to public agencies

Harold Lustig San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonManaging MemberChief ExecutiveManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArmy Lieutenant ColonelAgentSales RepresentativeAnalysts

Experience & Education

Position:
Financial Advisor and Managing Member at Lustig Financial Services, LLC, California Licensed...
Title:
President at Estate & Elder Planning Associates
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Lustig Financial Services, LLC Financial Advisor and Managing Membersince Jul 2010Estate & Elder Planning Associates - San Rafael, CACalifornia Licensed Insurance Prof. - Independent Life Insurance, LTC Insurance and Annuities Brokersince Jan 2008

Maria Gregoriev San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeAccounting BookkeeperBookkeeper

Experience & Education

Position:
Registered Representative at Quest Capital Strategies, Inc.
Title:
Financial Advisor
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Quest Capital Strategies, Inc. - San Rafael, CaRegistered Representativesince Jun 2013VALIC - Emeryville, CaFinancial AdvisorJul 2011 - Apr 2013

Noah Zim San Francisco, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorCustomer Service

Experience & Education

Position:
LPL Financial Advisor at Zim Wealth Management
Title:
LPL Financial Advisor @ Zim Wealth Management For Business Owners & CEOs
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Zim Wealth Management - Petaluma, CALPL Financial Advisorsince Sep 2012Wells Fargo Advisors, LLC - San Rafael, CAFinancial Advisor, Fundamental Choice Portfolio ManagerSep 2008 - Aug 2012
Skills:
Personal Financial Planning, Asset Management, Estate Planning, Trust Administration, Insurance...
Certifications:
Chartered Retirement Planning Counselor (SM), College of Financial Planning

Alejandro Pulido San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerMarketing ManagerMarketing AdministratorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at the Bromberg Group at Morgan Stanley, CFO at Art Works Downtown
Title:
Financial Advisor with the Bromberg Group at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Morgan Stanley - 101 California St. San Francisco Ca 94111Financial Advisor at the Bromberg Groupsince Jun 2011Art Works Downtown - San Rafael, CaCFOsince Aug 2010
Skills:
Wealth Management, Financial Planning, Asset Management, Coaching, Series 7, Series 66, California...
Languages:
English, Spanish

Brendan Dempsey San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Title:
Financial Advisor, Wells Fargo Advisors, LLC
Location:
San Rafael, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - San Rafael, CAFinancial Advisorsince Oct 2011Wells Fargo Licensed Business Banking SpecialistFeb 2011 - Oct 2011

James Thompson San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief ExecutiveVice President

Experience & Education

Work

Company:
Hartford life - San Francisco Bay Area, CA
Financial consultant
Company:
Axa advisors - San Francisco Bay Area, CA
Financial consultant

Kevin Tarrant San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ExecutiveSales Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - San Rafael, CAFinancial Advisorsince Feb 2013Ocean Mist Farms SalesMay 2010 - Feb 2013

Culley Casey San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief Executive

Experience & Education

Position:
Second Vice President, Financial Advisor, CRPC at Morgan Stanley Smith Barney
Title:
Investment Industry
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Morgan Stanley Smith Barney - 750 Lindaro Street Suite 300 San Rafael, CA 94901Second Vice President, Financial Advisor, CRPCsince Feb 2005
Skills:
Retirement Planning

Robert Clamage San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEditorCamera OperatorCamera OperatorsDirectorOperations Manager

Experience & Education

Position:
Financial Advisor in Training PCG at Wells Fargo Advisors
Title:
Financial Advisor in Training Wells Fargo PCG
Location:
San Rafael, California
Industry:
Investment Management
Work history:
Wells Fargo Advisors - San Rafael, Ca. 94903Financial Advisor in Training PCGsince Mar 2013Churchill Downs - Churchill Downs, Fair Grounds, Del Mar, Kentucky Downs, The Red MileEditor, Lead HD Cameraman, Tape OperatorJan 2000 - Jan 2010

Jib Martens San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEntrepreneurManagersBuilderConstruction SpecialistConstruction LaborerChief Executive OfficerVice PresidentCorporate ExecutiveChief ExecutiveTeam MemberFinancial Manager

Experience & Education

Work

Company:
Beacon partners
Ceo
Company:
Davita - Denver, CO
Vice president corporate development

Skills

Passion and innovation for building companies and changing healthcare. Strengths include business...

Guillermo Montes San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistControllerAccounting BookkeeperBookkeeperIndependent Business OwnersContractor

Experience & Education

Work

Company:
Hospice by the bay
Controller
Company:
Levi strauss & co, kaiser permanente, stanford hospital & clinics, pacific gas & electric (pg&e), architect of the capitol (aoc)
Financial consultant - contractor

Skills

TECHNICAL SKILLS Microsoft Access, Excel, Power Point, Visio, Word Lawson Crystal Reports (SAP) ...

William Smith San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeTax PreparerTax Accountant

Experience & Education

Work

Company:
Terra linda tax savings
Enrolled agent & financial advisor
Company:
H&r block - San Rafael, Mendoza
Tax preparer, california registered tax preparer

Skills

Excel, Word, Quickbooks

Francess Mudge-lisk San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsDesignersFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Office Operations Manager/Case Designer at Carlson Hammond, Office Operations Manager at Louis F....
Title:
Office Operations Manager with LFB Financial Advisor
Location:
San Rafael, California
Industry:
Financial Services
Work history:
Carlson Hammond Office Operations Manager/Case Designersince Aug 2006Louis F. Batmale Financial Advisor Office Operations Managersince Jan 2006

Charmaine Chow San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberClient Service OfficerCustomer ServiceStudent WorkerMarketing ProfessionalAdvertising Sales Agent

Experience & Education

Work

Company:
Merrill lynch global private client
Associate financial advisor
Company:
Merrill lynch global private client
Client service officer

Skills

Bloomberg, Microsoft Office Suite

Michael Hobson San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at WELLS FARGO ADVISORS, LLC
Location:
Greenbrae, California
Industry:
Financial Services
Work history:
WELLS FARGO ADVISORS, LLC - GreenbraeFinancial Advisorsince May 2005

Scott Winters San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
CEO at EQIS
Title:
CEO, Eqis
Location:
San Rafael, California
Industry:
Financial Services
Work history:
EQIS CEOsince Jan 2003Merrill Lynch Financial Consultant1995 - 1999

Serge Pak San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCo-FounderMarketing ManagerFounderFounding MemberChief ExecutiveMarketing Administrator

Experience & Education

Work

Company:
Morgan stanley smith barney
Financial advisor
Company:
Kustom motorsports - San Rafael, CA
Co-founder/chief marketing manager

Kathleen Germain San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerProject Managers

Experience & Education

Work

Company:
Xzel corporation
Finance manager
Company:
Pandora media, inc - Oakland, CA
Financial consultant - revenue

Wesley Young San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsOwnerChief ExecutiveCustomer RelationsPsychologistManagersLogisticianPsychology Specialist

Experience & Education

Work

Company:
Young consulting
Owner / operator
Company:
Ubs financial services - Santa Rosa, CA
Financial advisor

Skills

Six Sigma trained, Windows, MS Office Suite, FrontPage, Project, Access, Visio Pro, JD Edwards,...

Lori Davidovitz San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMedical AssistantHealthcare SupportDermatologistBookkeeperSkin Care TechnicianCosmetologistBeautician

Experience & Education

Work

Company:
Dermatology consultants of marin
Medical assistant, front and back office
Company:
Independent financial consultant and bookkeeper

Adrian Chorley San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity, Commercial Loans,Private Money
Work:
All Western Mortgage ,Inc.
999, 5Th Avenue , Suite 570, San Rafael, CA 94901
Experience:
28 years years
Licenses:
01461268 (Real Estate Broker,CA)
Senior Financial Advisor

Javier Ovalles San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorChief Executive OfficerDirectorManagerCorporate ExecutiveChief ExecutiveOperations ManagerPsychologistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPhotographerPsychology SpecialistLeaderManagersCompensations and BenefitsLoan AccountantMaster of ScienceInstructorSchool AdministratorEducational ManagerClient Service OfficerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCustomer ServiceAdvertising Sales Agent

Experience & Education

Position:
Part Time On-Call Retirement Planning Consultant at Transamerica Retirement Solutions, CEO and...
Title:
(Part Time On-Call) Retirement Planning Consultant at Transamerica Retirement Solutions Looking for Temp to Hire or Full
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Transamerica Retirement Solutions - San Francisco Bay AreaPart Time On-Call Retirement Planning Consultantsince Dec 2012Brilliant Moments Photography - San Francisco, CACEO and Director of Photographysince 2006
Skills:
Strategic Planning, Team Building, Negotiation, Competitive Analysis, Selling Skills, Expense...
Languages:
Spanish
Certifications:
Series 7, NASD
Financial Advisor at Morgan Stanley

John Davern San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerChief Administrative OfficerCorporate ExecutiveChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCustomer ServiceClient Service OfficerSales RepresentativeSales AgentPersonal SecretaryCertified Nurse AideSecretaryNurseNurse PractitionerBusiness Development ManagerProject ManagersOperations ManagerServices ProfessionalSales and Service SpecialistManagersStudent WorkerMaster of Business AdministrationWebmasterSoftware DevelopersWeb DeveloperUser Interface DesignerAdvertising ProfessionalAdvertising Sales AgentAutomotive SpecialistAutomotive ProfessionalTalent AgentEmployee Relations SpecialistLabor Relations SpecialistHuman Resource Manager

Experience & Education

Position:
CEO at Virtual Assistant Talent, LLC, Managing Principal at GP Investment Network, LLC / Bay Area...
Title:
CEO at Virtual Assistant Talent LLC * Hire A Virtual Assistant. Multi-talented and affordable VAs. CALL 510-400-8006
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Virtual Assistant Talent, LLC - 3984 Washington Blvd Suite 110 Fremont, CA 94538CEOsince Sep 2010GP Investment Network, LLC / Bay Area Home Buyers, LLC Managing Principalsince Aug 2005
Skills:
FMLA, FLSA, EEOC, Americans with Disabilities Act, CFRA, AAP, Employee Relations, Succession...
The Insurance and Financial Advisor Marketing Group

Tom Mcauliffe San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAuthorChief Executive OfficerCorporate ExecutiveChief ExecutiveCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Information OfficerChief Operating OfficerFinancial DirectorVice PresidentDirectorTechnology DirectorTechnology ManagerTechnical ManagersGeneral and Operations ManagerDirector of OperationsOperations ManagerFinancial OfficerFinancial ManagerRecord ClerkTitle ExaminerNon-ProfitRecruitment

Experience & Education

Position:
Executive Benefits, Retirement Funding Solutions, VAULT Health Plan, ESOPs | CEO at True Wealth...
Title:
Wholistic Wealth Management | Selective Benefits For Businesses & Business Owners | Author, The Wisdom Of Generosity
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
True Wealth Management - San Rafael, CAExecutive Benefits, Retirement Funding Solutions, VAULT Health Plan, ESOPs | CEOsince Apr 1994True Wealth Management: Securities offered through LPL Financial - San Rafael, CAFinancial Professionalsince Apr 1994
Skills:
Kai-Zen Plans, Executive Benefit Strategies, Section 162 Plans, Key Person Insurance, Life...
Financial Consultant at Smith Barney Shearson

Heidi Pay San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Operating OfficerChief Executive OfficerVice PresidentGeneral and Operations ManagerDirector of OperationsOperations ManagerCorporate ExecutiveChief ExecutiveIndependent ContractorContractorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerIndependent Business OwnersAdvisorNon-ProfitPsychology Specialist

Experience & Education

Position:
Chief Operating Officer at Decker Bullock Sotheby's International Realty (Self-employed)
Title:
COO; Chief Operating Officer and General Manager
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Decker Bullock Sotheby's International Realty - Greenbrae, CAChief Operating Officersince Sep 2011McGuire Real Estate Vice President SalesJan 2007 - Sep 2011
Skills:
Investment Properties, Management, Real Estate, Leadership, Marketing, Sales, Selling, Luxury...
as a financial consultant and participated in the creat..

Christopher Carey San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLoan OfficersDirectorVice PresidentOperations ManagerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFiduciaryTrust Law AttorneyLawyersBachelors DegreeAdvisorRegional Sales ConsultantSales Representative

Experience & Education

Position:
Director, Private Lending Group at Pacific Bay Lending, Inc.
Title:
Private Money Mortgage Lender / Hard Money Mortgage Lender / Trust Deed Investments
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Pacific Bay Lending, Inc. - San Rafael, CADirector, Private Lending Groupsince Sep 2012Pacific Private Money - Novato, CAVP - ProductionSep 2010 - Aug 2012
Skills:
Private Money Loans, Investor Services, Real Estate Finance, Loans, Credit, Money, Self-directed,...
Financial Advisor at Merrill Lynch

Colin Drake San Francisco, CA

Professions & Specialties

Puchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerFounderFounding MemberChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorFinancial ManagerPsychology Specialist

Experience & Education

Position:
Principal and Founder at Drake Wealth Management
Title:
Your Guy at Drake Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Drake Wealth Management - Sausalito, CAPrincipal and Foundersince Sep 2011Private Ocean Wealth Management - San Rafael, CALead AdvisorSep 2001 - May 2010
Skills:
Comprehensive Wealth Management, Coaching, Portfolio Management, Estate Planning, Insurance,...
Languages:
French
Financial Advisor Network,FAN,

Mark Schneeberger San Francisco, CA

Professions & Specialties

AdvisorRepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales RepresentativeSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperComputer Scientists

Experience & Education

Position:
Investment Advisor/Registered Representative at Royal Alliance Associates
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Royal Alliance Associates - 356 Richardson Way Mill Valley CA 94941Investment Advisor/Registered Representativesince Jan 2003Morgan Stanley - San Rafael CAInvestment Advisor Representative/Registered representativeJun 2000 - Dec 2002
ChFC Chartered Financial Consultant

Jamie Terhune San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorManagersInstructorPedagogueLanguage InstructorLanguage TeacherAdvisorDirectorOperations ManagerNews AnchorCommercial AnnouncerPresenterHuman Resources SpecialistRecruitmentProgram AssistantPsychology SpecialistAdministrative Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportClient Service OfficerHigh School DiplomaMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperConstruction SpecialistConstruction LaborerCustomer Service

Experience & Education

Position:
Instructor at Academy of Art University, Employment Coordinator at Homeward Bound of Marin, English ...
Title:
Employment Coordinator at Homeward Bound of Marin
Location:
San Francisco Bay Area
Industry:
Higher Education
Work history:
Academy of Art University - San FranciscoInstructorsince Jan 2013Homeward Bound of Marin - Novato, CAEmployment Coordinatorsince Dec 2012
Skills:
Career Counseling, Teaching English as a Second Language
Financial Advisor

Jeff Serota San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEngineerContractorIndependent Business OwnersTraining ManagerSupervisorSolutions AdvisorManagersAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSite ManagerConstruction SpecialistConstruction LaborerInformation Technology SpecialistNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorIT SpecialistAdvertising ProfessionalAdvertising Sales AgentServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Network Services Engineer at Miles Consulting Corp
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
Miles Consulting Corp Network Services Engineersince Oct 2010Insight Global - Greenbrae, CATechnical ContractorMar 2010 - Oct 2010
Skills:
SharePoint, Vendor Management, Project Management, Sales, Windows Server, Start-ups, Active Directory
Financial Advisor at American Express Financial Ad..

Peter Jablonski San Francisco, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentWorkout SpecialistSports TrainersOwnerManaging MemberChief ExecutiveManagerOperations ManagerFinancial ManagerProperty ManagerLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentVice PresidentAdvisorBankruptcy AttorneyFinancial Regulation AttorneyLawyersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Commercial Property Owner at Harlem Development
Title:
Experienced Credit Officer and Workout Specialist
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Harlem Development - New York, New YorkCommercial Property Ownersince Jan 1999Bank of the Orient - San Francisco Bay AreaConsultant: Portfolio Manager/Special AssetsMay 2011 - Nov 2011
Financial Advisor at UBS Wealth Management

Sharon Seifert San Rafael, CA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentative

Experience & Education

Work

Company:
Woodbury financial services
Registered representative
Company:
Self employed - Greenbrae, CA
Registered representative

Jaime Palacios San Rafael, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Administrative OfficerChief ExecutiveController

Experience & Education

Work

Company:
Lorefrank inc
Company:
Real estate
Chief administrative officer

Anne Hoyer San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystOperations AssociateCounselorAnalystsAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerNon-ProfitSales Representative

Experience & Education

Position:
Portfolio Operations Analyst at Kaspick & Company
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Kaspick & Company Portfolio Operations AnalystWetherby Asset Management - San Francisco Bay AreaSenior Financial Operations AssociateMar 2010 - Oct 2012
Skills:
Investments, Portfolio Management, Financial Services, Asset Allocation, Mutual Funds, Asset...
Supported financial advisor with trading activities

Ron Harris San Rafael, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChairpersonManaging MemberChief ExecutiveManagerOperations ManagerSchool PrincipalSchool AdministratorEducational ManagerCorporate ExecutiveMarketing ConsultantMarket AnalystMarket Research AnalystBachelor of ScienceRegional Sales ConsultantSales Representative

Experience & Education

Position:
President/Principal at NRG BUILDING SOLUTIONS, LLC
Title:
PRINTMAT-USA
Location:
San Rafael, California
Industry:
Fund-Raising
Work history:
NRG BUILDING SOLUTIONS, LLC - Scottsdale, ArizonaPresident/Principalsince May 2008NRG FINANCIAL SOLUTIONS LLC President/Managing MemberJun 2007 - Jan 2013

Robert Spiess San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalBusiness ConsultantIndependent ConsultantCounselorAdvisorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperAnalystBusiness AdministratorService Operations ExpertAnalystsAgentSales AgentSales RepresentativeBachelor of ScienceOperations ManagerProject ManagersChief ExecutiveProduction Manager

Experience & Education

Position:
Business Consultant at Advanced Energy Economy, Independent Consultant at Consulting Services
Title:
Business Consultant - Advanced Energy Economy
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Advanced Energy Economy Business Consultantsince Jun 2013Consulting Services - San Rafael, CAIndependent Consultantsince Jan 2011
Project Manager and financial consultant for Charles Schwab Active Tra..

Lawrence Wollin San Rafael, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerSenior Vice PresidentChief ExecutiveInvestorNotary PublicNotaryLawyersMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Wharton school
Business development specialist, admissions and corporate outreach
Company:
Chocolart
Chief financial officer

Skills

Excellent French, good German and Spanish, elementary Italian and Russian

David Mcclurg San Francisco, CA

Professions & Specialties

ChairpersonChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorSchool PrincipalSchool AdministratorEducational ManagerBookkeeper

Experience & Education

Position:
President at McClurg Capital Corporation
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
McClurg Capital Corporation - San Rafael, CAPresidentsince Jun 1985Birr Wilson & Co. NYSE Branch ManagerJan 1976 - Jun 1985
Financial Advisor at Merril Lynch

Trevor Jones San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsEducational Assistant TeacherTeaching AssistantApprenticeTeam MemberMaster of ScienceJudgeOperations ManagerStudent Worker

Experience & Education

Work

Company:
Virtu investments
Analyst/business development
Company:
University of san francisco
Teacher assistant

Stacy Luis San Rafael, CA

Professions & Specialties

Financial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerHuman Resources SpecialistRecruitmentAdvisorComputer Scientists

Experience & Education

Work

Company:
Family life center
Director of finance and business operations
Company:
Lightswitch, sf inc
Director of finance and human resources

Vincent Magaline San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorMaster of Business AdministrationDatabase Administration ProfessionalDatabase Administrator

Experience & Education

Work

Company:
Roots of peace
Business development consultant
Company:
Trubrain - San Francisco, CA
Marketing strategy

Skills

brand management, product management, excel, office 365, salesforce crm

Daniel Fukuyama San Rafael, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProgram DirectorMarketing ManagerOperations ManagerMarketing AdministratorProject ManagersBusiness AdministratorConstruction SpecialistConstruction Laborer

Experience & Education

Work

Company:
Synnex corporation
Program manager ii
Company:
Coral program - catholic charities of santa clara county
Marketing manager

George Fourakis San Rafael, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberCounselorAdvisorAssistant Vice PresidentVice PresidentChief Executive

Experience & Education

Work

Company:
Sears
Consumer electronics associate
Company:
California space organizers - San Rafael, CA

Orlando Briceno Oakland, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorAuditorSupervisorRecognitionManagersHuman Resources SpecialistRecruitmentSupplierDepartment Store SalespersonRetail ProfessionalRetail SalespersonServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeMaster of ScienceComputer Software ProfessionalSoftware DevelopersFinancial OfficerFinancial Manager

Experience & Education

Position:
Financial Executive - Tax Advisor at Jose Orlando Briceno - CPA - MST
Title:
CPA - MST
Location:
Oakland, California
Industry:
Financial Services
Work history:
Jose Orlando Briceno - CPA - MST - Oakland, CAFinancial Executive - Tax Advisorsince Jun 2001Phoenix American - San Rafael, CATax and financial Advisor, Cost Basis SpecialistOct 2010 - Jul 2011
Languages:
Spanish, English, Portuguese

Genevieve Buckmiller Seattle, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentComputer Games ProfessionalComputer SpecialistFinancial DirectorFinancial OfficerFinancial ManagerCounselorAdvisorAnalysts

Experience & Education

Position:
Financial Consultant at .
Title:
-
Location:
Greater Seattle Area
Industry:
Computer Games
Work history:
. - Greater Seattle AreaFinancial Consultantsince 2012Fun Bits Interactive - Seattle, WAFinance Manager/Financial ConsultantNov 2009 - 2012
Skills:
Budgeting, Financial Analysis, Analysis, Forecasting, Accounting, Budgets, Finance, Video Games,...
Languages:
Tagalog

Theresa Daneman Austin, TX

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeArmy Lieutenant ColonelAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBuyerBuyer and SellerVolunteerNon-ProfitTax PreparerTax AccountantMedia DirectorManagerChief ExecutiveOperations ManagerDesignersInsurance ProfessionalUnderwriterBachelor of ScienceAdvertising ProfessionalAdvertising Sales Agent

Experience & Education

Position:
Sr. Internal LTCi Specialist at New York Life Insurance Company
Location:
Austin, Texas
Industry:
Insurance
Work history:
New York Life Insurance Company - Austin, TexasSr. Internal LTCi Specialistsince Aug 2012Genworth Financial - San Rafael, CALTC Internal WholesalerJun 2008 - May 2012
Skills:
Fixed Annuities, Retirement Planning, Series 63, Customer Retention, Sales, Marketing, Training,...
Financial Consultant at TIAA-CREF

Frank Heavey Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArea Sales ManagerRegional Sales ConsultantSales RepresentativeDirector of Quality ControlChief ExecutiveCompliance ManagerAgentSales AgentCounselorAdvisorComputer Software ProfessionalSoftware DevelopersOf CounselJuristLegal CounselReal Estate Manager

Experience & Education

Position:
Sales Manager at SalesFocus Solutions
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
SalesFocus Solutions - San Rafael, CASales Managersince Nov 2012Actiance, Inc. - NortheastRegional Sales ManagerMar 2012 - Nov 2012
Internet Marketing for the Financial Advisor by AdvisorWorld

Reeda Petersen Portland, OR

Professions & Specialties

CollectorFinancial Services ProfessionalFinancial Services Sales AgentRepossessorCollections SpecialistAccounts ReceivableFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonPhysicianClient Service OfficerHospital Care ProfessionalHealth ProfessionalHealth PractitionerCustomer ServiceOperations ManagerInsurance Examining ClerkClaims ExaminerAnalystsPublishing Professional

Experience & Education

Position:
Insurance Specialist at Providence Health & Services
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Providence Health & Services - Portland, Oregon AreaInsurance Specialistsince Apr 2011KRUEGER MEDICAL - Oregon City, ORMedical Billing AdministratorNov 2009 - Nov 2011
Languages:
Tagalog
Financial Counselor at California Cancer Care



Financial Consultants near San Rafael, CA01,0932,1863,2794,3725,465San FranciscoNovatoRichmondMill ValleySausalitoCorte MaderaLarkspurSan AnselmoFairfaxWoodacre