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Financial Consultants in San Ramon, CA

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Here is a complete directory of nearly every professional Financial Consultants in San Ramon, CA.

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63 results found

Mark Johanson San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentOwnerChief ExecutiveAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeSecuritySales ManagerMarketing ManagerAdvisorSalesForce AdministratorInformation Technology SpecialistDatabase Administration ProfessionalDatabase AdministratorIT SpecialistBachelor of ScienceProperty ManagerReal Estate ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Title:
VP & Financial Consultant at Charles Schwab
Location:
San Ramon, California
Industry:
Financial Services
Work history:
State Farm Agent / Business OwnerFeb 2011 - Mar 2012Northwestern Mutual Financial RepresentativeJan 2010 - Jun 2010
Certifications:
Series 7, 63, and 66 Securities Licenses, FINRA
Life, Accident & Health, and Variable Contracts Insurance Licenses, CA Dept of Insurance

Julie Wallace San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberClient Service OfficerLandscape DesignerLandscape ArchitectChief ExecutiveCustomer Service

Experience & Education

Work

Company:
World group securities
Sr.financial advisor
Company:
Edward jones - San Ramon, CA
Financial advisor

Shirley Tam San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Pg&e
Sr financial analyst
Company:
Rga ltd. - San Francisco, CA
Financial consultant - contract

Erin Trayner Livermore, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AdministratorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeFront Office ReceptionistPhysician

Experience & Education

Position:
Branch Office Administrator at Edward Jones
Location:
Livermore, California
Industry:
Financial Services
Work history:
Edward Jones - Livermore, CABranch Office Administratorsince Dec 2012Primary Eyecare Network - San Ramon, CAOptometric Billing & Consulting Lead RepresentativeApr 2005 - Nov 2012
Support my Financial Advisor in helping clients achieve their..

Dan Deangelus San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantAccounting BookkeeperBookkeeperIndependent Business OwnersContractorFinancial OfficerFinancial Manager

Experience & Education

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

Kathy Ashby San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantFinance and Accounting SpecialistChief AccountantAccounting BookkeeperBookkeeperAccount ManagerChairpersonChief ExecutiveSoftware DevelopersRecruitment

Experience & Education

Position:
President at Tru Financial & Tax Solutions
Title:
CPA and Registered Financial Advisor
Location:
San Ramon, California
Industry:
Financial Services
Work history:
Tru Financial & Tax Solutions - San Ramon, CAPresidentsince Feb 2009LiveVox, Inc. - San Francisco, CASenior AccountantOct 2012 - Apr 2013

Brian Mui San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsIT Specialist

Experience & Education

Position:
Private Client Advisor, Vice President of Investments at J.P. Morgan Chase
Title:
Private Client Advisor, J.P. Morgan Chase Bank NA
Location:
San Ramon, California
Industry:
Financial Services
Work history:
J.P. Morgan Chase Private Client Advisor, Vice President of Investmentssince Mar 2009Morgan Stanley Investment Management Financial AdvisorJun 2006 - Mar 2009

Steven Battles San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerOperations ManagerBusiness AdministratorBachelor of Business Administration

Experience & Education

Work

Company:
Deluxe corporation, psprint.com
Director of finance
Company:
Self employed - San Francisco Bay Area, CA
Financial consultant

Joseph Siacunco Alameda, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBudget OfficerFinancial Compliance ExaminerAuditorAccount ManagerField AuditorSales RepresentativeOperations Manager

Experience & Education

Work

Company:
Sutter pacific medical foundation
Financial consultant
Company:
Telecare corporation - Alameda, CA
Budget analyst

Skills

Detailed oriented and experienced in meeting tight deadlines with minimal supervision. Proficient...

Adam Bagherian San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerBusiness AnalystAnalystAnalystsSupporting MemberBusiness AdministratorTeam MemberAppraiserEstimatorFinancial AnalystBachelor of ArtsStudent WorkerOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Metlife financial planning division
Financial advisor
Company:
Metlife financial planning division - Walnut Creek, CA
New business analyst/agency assistant

Skills

Proficient in Microsoft Office Suite

Jason Lohe San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorChief Executive OfficerCorporate ExecutiveChief ExecutiveAgentSales AgentSales RepresentativeVice PresidentOperations ManagerCustomer Service

Experience & Education

Work

Company:
Safeguard financial and insurance services
Ceo
Company:
Aig - San Ramon, CA
Financial advisor, aig advisor group, broker dealer

Skills

Series 7, 24, 31, 66

Mel Chen San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagers

Experience & Education

Work

Company:
Merrill lynch global wealth management
Financial advisor
Company:
Merrill lynch global wealth management - Burlington, MA
Client associate

Skills

Chinese-Cantonese (native speaker), Microsoft Office, Salesforce, Portfolio+, Checkfree/APL,...

Matthew Johnson San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRegion ManagerArea ManagerManagersSales ManagerMarketing ManagerAdvisorTeam MemberBranch ManagerField Marketing SpecialistMarketing AdministratorStatisticianBachelor of ScienceSales Executive

Experience & Education

Work

Company:
Mt diablo private wealth advisors - Walnut Creek, CA
Financial advisor
Company:
Wells fargo funds management group - San Francisco, CA
Regional director - kansas city

Jenna Velasquez San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentNannyChildcare WorkersCounselorSupervisorAdvisorManagers

Experience & Education

Work

Company:
24 hour fitness - San Ramon, CA
Kids club supervisor
Company:
California financial advisors - San Ramon, CA
Financial advisor

David Chazin San Ramon, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentManaging PartnerFounderChief Executive OfficerPartnerChief ExecutiveFounding MemberCorporate ExecutiveCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Partner / Financial Planner at Insight Wealth Strategies
Location:
San Ramon, California
Industry:
Financial Services
Work history:
Insight Wealth Strategies Managing Partner / Financial Plannersince May 2002Booksnow.com Founder & CEOMar 1994 - Apr 1999
Skills:
Retirement Planning, Estate Planning, Financial Planning, Succession Planning, Investments, Wealth, ...
Financial Advisor Network,FAN,

Deborah Briz San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLoan OfficersClient Service OfficerAgentSales RepresentativeFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperUnderwriterCustomer ServiceFood Service WorkersInsurance ProfessionalBranch ManagerField Marketing SpecialistMarketing AdministratorManagerDirectorRestaurant ManagerMarketing ManagerOperations ManagerFood Service DirectorBachelor of ScienceFood Service ManagerFood Service Supervisor

Experience & Education

Position:
Broker Service Representative at Parkside Lending
Title:
Broker Service Representative
Location:
San Ramon, California
Industry:
Financial Services
Work history:
Parkside Lending - Walnut Creek, CABroker Service Representativesince Jan 2013Stearns Lending - Concord CAAccount ManagerAug 2012 - Jan 2013
Skills:
Loans, Mortgage Lending, Management, Sales, Finance, Training, Marketing, Underwriting, Selling,...
Financial Advisor at Southwest Securities Inc

Bai Li San Ramon, CA

Professions & Specialties

Financial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerModelVice PresidentChief Executive

Experience & Education

Title:
Financial Analyst at Dracaena Investment
Location:
China
Industry:
Financial Services
Work history:
Dracaena Investment - San Ramon, CAFinancial AnalystMar 2012 - Apr 2013Moody's Corporation - San Francisco, CAProcurement Financial AnalystNov 2011 - Mar 2012
Skills:
Bloomberg, Matlab, Financial Analysis, International Business, Banking, Business Development,...
Assisted senior financial advisor to acquire 2 clients with over q..

Donna Schiano San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveDirectorVice PresidentOperations ManagerBusiness ConsultantSecurityLicensed Real Estate BrokerProperty ManagerReal Estate ManagerController

Experience & Education

Title:
Owner & Operator, Dickey's Barbecue Pit San Ramon CA
Location:
San Ramon, California
Industry:
Restaurants
Work history:
Advisor Partners, LLC - Walnut Creek, CAInvestment Operations and Client ServiceSep 2010 - Feb 2012Advisor Partners, LLC Projects for Executive ManagementSep 2010 - Dec 2010
Financial Advisor Magazine

James Westermeyer San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorSupporting MemberTeam Member

Experience & Education

Position:
Partner at Spectrum Wealth Partners
Title:
Providing a Holistic, Customized Approach to Help Meet Your Personal Goals and Objectives
Location:
San Ramon, California
Industry:
Financial Services
Work history:
Spectrum Wealth Partners Partnersince Apr 2012Sagemark Consulting/Lincoln Financial Advisors Private Wealth Advisor1997 - Apr 2012
Financial Advisor at Merrill Lynch

Jason Pokrzywinski San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProduce ManagerVice PresidentProduction ManagerChief ExecutiveManagement ConsultantManagement AnalystAnalystsSales ManagerAdvisorSales Executive

Experience & Education

Work

Company:
Icon advisers - Greenwood Village, CO
Product manager
Company:
Us bank private client group - Denver, CO
Wealth management consultant, vice president

Skills

Marketing, Product Management, Investment Management, Sales, Relationship Management, Fund Raising, ...

Gagan Sahni San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProject ManagerFinancial DirectorProject ManagersFinancial OfficerFinancial ManagerBusiness AdministratorManagement AnalystAnalystsOperations ManagerAuditorAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Safeway, inc
Internal audit department- project manager
Company:
Irwin financial corporation
Irwin home equity division- finance manager

Michael Enos San Ramon, CA

Professions & Specialties

ControllerOffice AssistantOffice ClerkClerical SpecialistManagerOwnerOperations ManagerChief Executive

Experience & Education

Work

Company:
Rolle solutions inc
Office manager
Company:
Draeger construction inc - San Jose, CA
Corporate controller

Leslie Yi San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentManagerChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAccount ManagerManagers

Experience & Education

Position:
VP, Regulatory Reporting at Bank of the West
Location:
San Ramon, California
Industry:
Financial Services
Work history:
Bank of the West VP, Regulatory Reportingsince Jan 2013Charles Schwab Bank Senior Regulatory Reporting ManagerMay 2010 - Dec 2012
Financial Consultant at Charles Schwab

Peggy Wong San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystComputer Network ProfessionalNetwork AdministratorAnalystAnalystsBachelor of Science

Experience & Education

Work

Company:
Cisco
Sr. financial analyst (contract) - it finance
Company:
California state automobile association - Walnut Creek, CA
Senior financial analyst - corporate fp&a

Zerlei Ribeiro San Ramon, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeClient Service OfficerAccount Service ManagerManagerOperations ManagerRoom Service Food ServerFood Service WorkerFood and Beverages ProfessionalFood and Beverage AttendantCustomer Service

Experience & Education

Work

Company:
Latin america at corsair
Sales support
Company:
Part time self employment/teaching web base class

Christel Hendricks San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentControllerCounselorAdvisorOperations Manager

Experience & Education

Work

Company:
Wilmar oils & fats (stockton) llc
Controller
Company:
Kaiser - Permanente, CA
Finance consultant specialist

Steven Ahn San Ramon, CA

Professions & Specialties

Financial DirectorManagerFinancial OfficerFinancial ManagerOperations ManagerFinancial AnalystComputer Network ProfessionalNetwork Administrator

Experience & Education

Work

Company:
Juniper networks
Finance manager/staff financial analyst, fp&a
Company:
Jds uniphase - Milpitas, CA
It-finance manager, fp&a

Michael Lai San Ramon, CA

Professions & Specialties

Day TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantAccount ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantMaster of Business AdministrationChief ExecutiveBanking ManagerFinancial OfficerFinancial ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Self employed
Equity day trader
Company:
Lilien systems - Bellevue, WA
Enterprise account manager

Kimberly Martin San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerMarketing DirectorChief ExecutiveAdvisorMaster of Science

Experience & Education

Work

Company:
Marrketing - San Ramon, CA
Business development
Company:
Dating holdings llc - San Francisco, CA
Relationship director

Ira-ira Hillyer San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentVice PresidentChief ExecutiveOperations ManagerAssistant to the PresidentBusiness AdministratorAdministrative AssociateAdministrative ClerkClerical SpecialistGeneral CounselOf CounselJuristLegal CounselJuris Doctor

Experience & Education

Work

Company:
Aum
Company:
Mechanics bank
Senior vice president - wealth management

David Anderson San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorDevelopment DirectorHR ManagerTeam MemberBachelor of ScienceComputational ScientistInformation Systems AnalystIT AnalystComputer Scientists

Experience & Education

Work

Company:
Johnnie smith consulting
Consultant
Company:
Carescience, inc - San Francisco, CA
Director of development

Kimberly Martin San Ramon, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerVice PresidentChief ExecutiveMaster of Science

Experience & Education

Work

Company:
W academy - Danville, CA
Director of admissions
Company:
W academy - Danville, CA
Student

Jessie Cheng San Ramon, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystIndependent Business OwnersCounselorContractorAdvisor

Experience & Education

Work

Company:
Hortonworks
Consultant/contractor
Company:
Raining instrument, oakland
Consultant / contractor

Betty Tam San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAccount Service ManagerClient Service OfficerDeanHigher Education ProfessionalSchool AdministratorEducational ManagerMaster of ScienceBachelor of SciencePsychologistChief ExecutiveTeam MemberCustomer ServiceGovernment Service ExecutiveGovernment Administration OfficerCivil ServantPsychology Specialist

Experience & Education

Position:
Financial Advisor at MassMutual Financial Group
Title:
Sales / Sales Support - achieve business growth and customer retention.
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - Walnut Creek, CAFinancial AdvisorMartinez Career Technical Program - MSFT Courses Upgraded Job Skills2011 - 2013
Skills:
Public Speaking, Consultative Selling, Administrative Support, Client Service, CA Life Agent &...

Anthony Jones San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerJuris DoctorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Financial Advisor at David White & Associates
Location:
San Francisco Bay Area
Industry:
Education Management
Work history:
Financial Advisor at David White & Associates - San Ramon, CAFinancial Advisorsince Sep 2009David White & Associates Financial Advisor2009 - 2011
Skills:
Wealth Management, Retirement Planning, Investments, Disability Insurance, Life Insurance, Estate...

Nicole Walden San Francisco, CA

Professions & Specialties

TellerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnimal DoctorAnimal Care GiverAnimal CaretakerChief Administrative OfficerChief ExecutiveMedical Record TranscriberMedical TranscriptionistClinical Data Management ProfessionalHealth Information SpecialistHealthcare SupportTechnicianRepresentativePoliceTechnical SpecialistTechnical Support SpecialistsEquipment Tools Purchasing AgentClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonCustomer Service

Experience & Education

Position:
Communications-Phone, WebChat, Email at Bishop Ranch Veterinary Center
Title:
Communications; phones, live chat, email
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Bishop Ranch Veterinary Center - Bishop Ranch Veterinary Center, 2000 Bishop Dr. San Ramon CA 94583Communications-Phone, WebChat, Emailsince Jan 2010Technology Credit Union - Tecnology Credit Union, Dublin CA 94568Financial Center RepresentativeAug 2006 - Sep 2010

Tonya Mathison San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDevelopment DirectorSales ManagerSales DirectorHR ManagerSchool PrincipalSchool AdministratorEducational ManagerRepresentativeCounselorAdvisorAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Development Director, Princor Registered Representative, Investment Adviser Representative at...
Title:
Development Director at Principal Financial Group for the San Francisco Bay Area
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Principal Financial Group - San Francisco Bay Area, CADevelopment Director, Princor Registered Representative, Investment Adviser Representativesince Jun 2012The Guardian Life Insurance Company of America - San Ramon, CASales ManagerJul 2011 - Jan 2012
Skills:
Term Life Insurance, Business Overhead Expense, Informal Business Valuation, Business Continuation...
Languages:
Spanish
Princor Registered Representative/Financial Advisor and Career Agent

Jp Mcdermott San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBoard MemberManagement Team ExecutiveOperations ManagerRegional Vice PresidentChief Executive OfficerDistrict ManagerChief Human Resources OfficerChief ExecutiveCorporate ExecutiveRegion ManagerPersonnel AdministratorHR ManagerCommunity Service ManagerComputer Network ProfessionalNetwork AdministratorArmy Lieutenant ColonelFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationGovernment Administration ProfessionalTraining and Coaching ProfessionalProfessional Development TeacherMediatorSports TrainersArea ManagerManagers

Experience & Education

Position:
Financial Advisor at MassMutual San Francisco, Member, Board of Directors at Council of Business...
Title:
Financial Advisor at MassMutual San Francisco
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
MassMutual San Francisco - Walnut Creek, CAFinancial Advisorsince 2008Council of Business Advisors - San FranciscoMember, Board of Directorssince Jan 2013
Skills:
Coaching, Insurance, Retirement Planning, Public Speaking, Microsoft Office, Securities, Long Term...
Languages:
Spanish

Nick Ventimiglio San Francisco, CA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveOperations ManagerBachelor of ScienceBusiness AdministratorSupporting MemberInvestorSpeakerAdvisorTeam MemberSpokespersonRepresentativeFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales AgentSales Representative

Experience & Education

Position:
Owner at NVCDFA, Inc
Title:
Nicholas Ventimiglio, CDFA
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
NVCDFA, Inc - 2010 Crow Canyon Place #100 San Ramon CA 94583Ownersince Aug 2007Kim Financial Advisors, Inc. Financial AdvisorJun 2004 - Aug 2007
Skills:
Estate Planning, Retirement Planning, Strategic Financial Planning, Investments, Securities,...

Brendan Noonan San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentModeratorPhilanthropeRepresentativeAdvisorNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHost

Experience & Education

Position:
Financial Advisor at Summit Financial Group, LLC, Program Facilitator at Lazarex Cancer Foundation
Title:
Financial Advisor at Summit Financial Group, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Summit Financial Group, LLC - 2000 Crow Canyon Place Suite 450 San Ramon, CA 94583Financial Advisorsince Nov 2012Lazarex Cancer Foundation - Danville, CaliforniaProgram Facilitatorsince Jun 2009
Skills:
Retirement Planning, Strategic Financial Planning, Estate Planning, Investments

Howard Silfen Boca Raton, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonChief ExecutiveOperations Manager

Experience & Education

Position:
Financial Advisor at Oppenheimer
Title:
Financial Advisor
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Oppenheimer - Boca Raton FlFinancial Advisorsince Jun 2012East Bay Trading - San Ramon CaPresidentMar 2010 - Aug 2011
Certifications:
securities lic

Jeneen Paul San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisor

Experience & Education

Position:
Financial Advisor at CU Financial Partners LLC, Foothill Securities Inc
Title:
Financial Advisor at Foothill Securities
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
CU Financial Partners LLC, Foothill Securities Inc Financial Advisorsince Dec 2010Alamo Capital - Walnut Creek, CAInsurance ConsultantSep 2009 - Dec 2010
Languages:
Urdu, Hindi

John Lane San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersSupporting MemberSpecial Projects ManagerTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject ManagersChief ExecutiveProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Consultant at David White & Associates
Title:
Associate at David White & Associates
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
David White & Associates - 3150 Crow Canyon Place Suite 200, San Ramon CA 94583Financial Consultantsince Feb 2011California State University, East Bay Special Projects ManagerDec 2007 - Jan 2011

Nick Costa San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AnalystAnalystAnalystsManagersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Business Analyst at Pacific Telemanagment Services
Title:
Business Analyst at PTS
Location:
San Francisco Bay Area
Industry:
Telecommunications
Work history:
Pacific Telemanagment Services - San Ramon, CABusiness Analystsince Oct 2011AXA Advisors Financial Advisor TraineeApr 2011 - Aug 2011

Gary Preisser San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeManagerOperations ManagerSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Investment Advisor Representative at Transamerica Financial Advisors, Inc., Agency Manager at...
Title:
Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Transamerica Financial Advisors, Inc. - Pleasanton, CAInvestment Advisor Representativesince Jan 2012Provident Generation of America - Pleasanton, CAAgency Managersince Aug 2010
Skills:
Investments, Roth IRA, IRAs, Wealth Management, Retirement Planning, Securities, Mutual Funds,...
..odds without the help of a trusted financial advisor

James Rebro San Francisco, CA

Professions & Specialties

Financial ConsultantTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerConsumer Goods ProfessionalCommodities ClerkController

Experience & Education

Position:
Finance Manager - Sales Planning and Financial Analysis at Del Monte Foods
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Del Monte Foods - San Ramon, CAFinance Manager - Sales Planning and Financial Analysissince Oct 2009Georgia-Pacific LLC Finance ManagerDec 2000 - Feb 2009
Financial advisor and lead finance manager to the..

Dom Nkunku San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHospital Care ProfessionalHealth ProfessionalHealth PractitionerBookkeeper

Experience & Education

Position:
Financial Consultant at Kaiser Foundation Health Plan, Finance Lead at Kaiser Foundation Health Plan
Title:
Financial Consultant at Kaiser Foundation Health Plan
Location:
San Francisco Bay Area
Industry:
Hospital & Health Care
Work history:
Kaiser Foundation Health Plan - Pleasanton, CAFinancial Consultantsince Dec 2012Kaiser Foundation Health Plan Finance Leadsince Jul 2006
Languages:
French, Portuguese, Spanish, Swahili, English, Lingala, Kikongo

Mark Gies Sacramento, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentContractorCounselorAdvisorIndependent Business OwnersSupervisorConstructionAnalystsManagersJuris DoctorBachelor of ScienceFinancial OfficerFinancial ManagerOperations Manager

Experience & Education

Position:
Contractor at Independent Finance Energy Consultant
Location:
Sacramento, California Area
Industry:
Oil & Energy
Work history:
Independent Finance Energy Consultant Contractorsince Jan 2009Tenix Financial ConsultantOct 2012 - Mar 2013

Joe Duca San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President at BluePrint Wealth Partners, Financial Advisor at LPL Financial, Member FINRA/SIPC
Title:
Vice President/Financial Advisor at BluePrint Wealth Partners
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
BluePrint Wealth Partners - San Ramon, CAVice Presidentsince Aug 2011LPL Financial, Member FINRA/SIPC Financial Advisorsince Aug 2011
Skills:
Retirement, Wealth Management, Series 7, Equities, Fixed Annuities, Asset Allocation, 401k,...

Lily Hsu San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerWellness and FitnessHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Manager, Financial Analysis at Hill Physicians Medical Group
Title:
Manager, Financial Analysis
Location:
San Francisco Bay Area
Industry:
Health, Wellness and Fitness
Work history:
Hill Physicians Medical Group - San Ramon, CAManager, Financial Analysissince Jul 2012Hill Physicians Medical Group - San Ramon, CASr. Financial ConsultantJul 2007 - Jun 2012
Languages:
Chinese



Financial Consultants near San Ramon, CA03774111148185OaklandWalnut CreekPleasantonConcordFremontBerkeleyHaywardDanvilleAlamedaLafayette