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Financial Consultants in California

Financial Consultants in Santa Ana, CA

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250 results found

George Edoho Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Supporting Member • Project Manager • Business Administrator • Team Member • Chief Human Resources Officer • Operations Manager • Project Managers • Personnel Administrator • HR Manager • Customer Service • Client Service Officer • Buyer • Buyer and Seller • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor Trainee (Global Wealth and Investment Management) at Merrill Lynch
Location:
Orange County, California Area
Industry:
Venture Capital & Private Equity
Work history:
Merrill Lynch FINANCIAL ADVISOR TRAINEE (Global Wealth and Investment Management)Jul 2011 - Sep 2011Harvey and Company LLC (Merchant bank & Private Equity Firm) PRIVATE EQUITY INT-ANALYSTMar 2011 - Jul 2011
Full Profile

Geoff Horsfield Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Group Controller • Finance and Accounting Specialist • Internal Auditing Manager • Accounting Bookkeeper • Bookkeeper • Treasurer • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Consultant at IPS Corporation
Location:
Orange County, California Area
Industry:
Management Consulting
Skills:
Bilingual in Spanish/English, Finance, Accounting and Audit, The Business Environment in Latin...
Full Profile

David Mulder Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Financial Director • Partner • Chief Executive Officer • Chief Operating Officer • Vice President • Chief Executive • Financial Officer • Financial Manager • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Counselor • Leader • Advisor • Construction • Managers • Project Managers • Account Manager • Construction Administrator • Construction Manager

Experience & Education

Position:
Executive Vice President and Chief Financial Officer at Reiter Affiliated Companies
Location:
Orange County, California Area
Industry:
Executive Office
Work history:
Reiter Affiliated Companies Executive Vice President and Chief Financial Officersince Feb 2013Tatum LLC - NationalPartnerJan 2011 - Feb 2013
Skills:
Negotiation, Contract Negotiation, Turn Around Management, Turnaround Strategy, Strategic Financial ...
Full Profile

Ryan Gregory Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales and Marketing Manager • Sales Engineering Specialist • Sales Engineer • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Host • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Aug 2010Kata Manufacturing Sales & Marketing ManagerApr 2009 - Jun 2010
Skills:
Strategy, Leadership, Management, Competitive Analysis, Marketing, Business Development, Sales,...
Languages:
Japanese
Full Profile

Anil Shetty Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Chief Executive • Operations Manager • News Anchor • Commercial Announcer • Presenter • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Consultant at a) TRX Fitness Anywhere LLC; b)MaxLinear; c) Seven-Eleven, Hawaii
Title:
Financial Consultant at a) Fitness Anywhere -TRX b) MaxLinear c) Seven-Eleven Hawaii
Location:
Orange County, California Area
Industry:
Semiconductors
Work history:
A) TRX Fitness Anywhere LLC; b)MaxLinear; c) Seven-Eleven, Hawaii - San Francisco, CA. Irvine, CAFinancial Consultantsince Aug 2011The Scooter Store - New Braunfels, TexasFinancial ConsultantAug 2011 - Sep 2012
Skills:
Strategic Planning, Working Capital Management, Financial Accounting, Cost Accounting, Mergers,...
Full Profile

Trista Lysek Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Sales at JP Mortgage Chase
Location:
Orange County, California Area
Industry:
Banking
Work history:
JP Mortgage Chase Salessince Dec 2008Merrill Lynch Financial AdvisorNov 2007 - Jul 2008
Skills:
Business Development and management, channel management, marketing (in the high tech field or...
Full Profile

Patrick Hull Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Tax & Financial Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Tax & Financial Group - Newport Beach, CAFinancial Advisorsince Nov 2012Realty Advisor Services Company - San Juan CapistranoSales & Leasing AssociateJan 2011 - Oct 2012
Certifications:
Life Accident & Health Agent, CA Department of Insurance
Series 66 Uniformed Combined State Law, FINRA
Full Profile

Kuo-hsun Liao Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Operations Manager • Director of Operations • Market Analyst • Market Research Analyst • Student Worker

Experience & Education

Title:
Intern at Ameriprise Financial Services, Inc
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc InternJun 2012 - Sep 2012Family Foods International Operations Manager / Logistic SpecialistAug 2010 - Oct 2011
..in case preparation meetings with financial advisor to review details including clie..
Full Profile

George Mendoza Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Regal Advisory Services
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Regal Advisory Services Financial Advisor
Full Profile

Geoffrey Varga Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Acting Professional • Impersonator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Entertainer • Account Manager • Independent Business Owners • Marketing Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Founding Member • Chief Executive • Sales Manager • Marketing Manager • Operations Manager • Sales Executive • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Northwestern Mutual, Actor at Theatre
Title:
Financial Representative at Northwestern Mutual
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Irvine, CAFinancial Advisorsince 2012Theatre Actorsince 2003
Languages:
Spanish
Full Profile

William Ayala Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Independent Business Owners • Master of Business Administration • Bachelor of Science • Associate in Applied Science • Information Technology Specialist • IT Specialist • Advisor

Experience & Education

Position:
Senior Budget Manager at Concordia University, Irvine
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Concordia University, Irvine Senior Budget Managersince Jul 2009Varian Inc. Senior Financial ConsultantSep 2008 - Apr 2009
Skills:
Forecasting, Analysis, Management, Business Development, Financial Forecasting, Financial Analysis, ...
Languages:
Spanish
Full Profile

Jen Valdivia Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Independent Contractor • Contractor • Owner • Chief Executive • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Managers • Advertising Professional • Advertising Sales Agent • Database Administration Professional • Database Administrator

Experience & Education

Position:
Independent Agent at Heritage Estate Services, Financial Consultant/Business Developer at Thomas...
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Heritage Estate Services Independent Agentsince Jan 2009Thomas Financial Group, LLC Financial Consultant/Business Developersince 2006
Skills:
Recruiting, hiring and training Financial Advisors, Building a salesforce and management teams,...
Full Profile

Matthew Richards Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Executive Compensation • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Regional Sales Consultant • Medical Assistant • Healthcare Support

Experience & Education

Position:
VP Senior Retirement Plan Consultant at East West Bank, VP Senior Retirement Plan Consultant at...
Title:
VP Sr. Retirement Plan Consultant at East West Bank
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
East West Bank - United StatesVP Senior Retirement Plan Consultantsince Jan 2013Comerica Bank - Greater Los Angeles AreaVP Senior Retirement Plan Consultantsince Sep 2011
Full Profile

Mark Silberfarb Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Estate Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Financial Director • Chairperson • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Guide • Philanthrope • Tour Guide • Non-Profit • Associate Professor • Lecturer • Postsecondary Teacher • Associate Editor • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor • Underwriter

Experience & Education

Position:
Managing Director at Global Financial Institute, LLC
Title:
Managing Director, Global Financial Institute, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Global Financial Institute, LLC Managing Directorsince Nov 1965
Full Profile

Gloria Lindsay Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Author • Poet • Speaker • Spokesperson • Representative • Master of Science • Secretary • Chairperson • Vice President • Financial Officer • Chief Executive • Financial Manager

Experience & Education

Position:
Author, Poet, Inspirational Speaker, Leads Guided Meditations and Poetry Readings at Mind Over...
Title:
Author, Poet, Inspirational Speaker, Lead Guided Meditations and Poetry Readings at Mind Over matter
Location:
Orange County, California Area
Industry:
Writing and Editing
Work history:
Mind Over matter - Orange County, California AreaAuthor, Poet, Inspirational Speaker, Leads Guided Meditations and Poetry Readingssince 2005American Business Women's Association Financial Advisor to ABWA Lamplighterssince Dec 2008
Full Profile

David Rock Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Advisor • Business Administrator • Economist • Account Service Manager

Experience & Education

Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Chase Investments - Chino Hills, CaliforniaVice President Financial AdvisorSep 2010 - Feb 2013LPL Financial - Brea, caIndependent Financial AdvisorJan 2008 - Sep 2010
Skills:
Series 7, Wealth Management, Retirement, Financial Planning, Investments, Securities, Mutual Funds, ...
Full Profile

John Caruso Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tutor • Tax Preparer • Certified Public Accountant • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Representative • Planner • Owner • Chief Executive • Finance and Accounting Specialist • Business Administrator • Computer Numerically Controlled Operator • Industrial Operator • Operations Manager • Computer Software Professional • Software Developers • Sales Representative

Experience & Education

Position:
Tax Preparer at Jackson Hewitt Tax Service, Intuit Ask-a-Tax Expert at Intuit, Accounting and...
Title:
Accounting & QuickBooks Tutor at WyzAnt Tutoring
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Jackson Hewitt Tax Service - Murrieta, CATax Preparersince Dec 2012Intuit - IntuitIntuit Ask-a-Tax Expertsince Dec 2011
Financial Advisor/Registered Representative at HD..
Full Profile

Rachel Linn Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Childcare Worker • Childcare Workers • Personal Secretary • House Cleaner • Housekeeping Aide • Cleaning Worker • Secretary • Advisor • Managers • Student Worker • Recreational Therapist • Therapeutic Recreation Specialist • Physical Therapists • Educator • Education Professional • Instructor • Operations Manager

Experience & Education

Position:
Assistant to a Financial Advisor at Chatterton & Associates
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Chatterton & Associates - Orange, CaliforniaAssistant to a Financial Advisorsince Mar 2011Private Residence Child Care Provider/Personal AssistantOct 2009 - Jul 2011
Full Profile

Phil Matheson Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Information Technology Specialist • IT Specialist • Regional Sales Consultant • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Area Manager • Managers • Trust Law Attorney • Lawyers

Experience & Education

Position:
VP of Retirement Services at The Centennial
Title:
VP of Retirement Services at The Centennial Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
The Centennial - Costa MesaVP of Retirement Servicessince Mar 2010Wells Fargo Advisors, LLC - Newport Beach, CAFinancial AdvisorAug 2007 - Mar 2010
Languages:
Spanish
Certifications:
Accredited Investment Fiduciary, FI360
Full Profile

Neil Paur Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Fiduciary • Trust Law Attorney • Lawyers • Tax Preparer • Tax Accountant • Doctor of Medicine

Experience & Education

Position:
Principal, Sr Financial Advisor at Ronald Blue & Co.
Title:
Coaching people to be strategic, generous, and wise with money
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Ronald Blue & Co. Principal, Sr Financial Advisorsince Jan 1993
Full Profile

Mike Ciuffetelli Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Chief Accountant • Account Manager • Vice President • Chief Executive • Operations Manager

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Christopher Damore Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Supporting Member • Team Member • Financial Director • Financial Officer • Financial Manager

Experience & Education

Title:
Financial Consultant at Christoper Damore
Location:
Orange County, California Area
Industry:
Accounting
Full Profile

Dwight Hatano Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Manager • Relationship Manager • Client Service Officer • Account Service Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Retail Professional • Retail Salesperson

Experience & Education

Position:
Vice President & Client Manager at Bank of America
Title:
Client Manager at Bank of America
Location:
Orange County, California Area
Industry:
Banking
Work history:
Bank of America - Orange County, California AreaVice President & Client Managersince Oct 2012US Bank (Southern California Commercial Banking) Vice President & Relationship ManagerDec 2010 - Oct 2012
..the primary point of contact and key financial advisor for the client
Full Profile

Jeff Demaio Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Counselor at Ayco Co. LP
Title:
Financial Advisor at Ayco/Goldman Sachs, Inc.
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Ayco Co. LP Financial Counselor
Full Profile

Reinaldo Izumi Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Account Associate • Agent • Sales Executive • Sales Representative • Sales Manager • Controller • Executive Team Leader • Chief Executive Officer • Chief Information Officer • Chief Operating Officer • Financial Director • Chairperson • Vice President • Director • Chief Executive • Corporate Executive • Technology Director • Technology Manager • Technical Managers • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Fiduciary • Trust Law Attorney • Lawyers • Management Analyst • Analysts • Researcher • Survey Researcher

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management
Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Financial Advisorsince Apr 2012GUARDIAN LIFE INSURANCE CO. OF AMERICA Group Insurance/Pension Sales AssociateDec 1999 - Apr 2009
Skills:
Insurance, 401k, Investments, Administration, IRA's, Plan Design, Income Properties, Roth IRA,...
Full Profile

Darren Whissen Santa Ana, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Board Member • Treasurer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Atomi Financial Advisors, Lead Portfolio Manager at Courtlandt, Board Member...
Title:
Financial Advisor | Portfolio Manager
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Atomi Financial Advisors - Newport Beach, CAPresidentCourtlandt - Newport Beach, CALead Portfolio Manager
Skills:
Retirement Planning, Wealth Management, Investments, Investment Advisory, Life Insurance, Personal...
Full Profile

Calvin Moores Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Wealth Advisor at Briteline Wealth Management Group/ Centaurus Financial Inc
Title:
Financial Advisor
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Briteline Wealth Management Group/ Centaurus Financial Inc - FullertonWealth Advisorsince Nov 2012Crowell Weedon and Co Financial AdvisorSep 1983 - Nov 2012
Full Profile

Nancy Dickson Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Notary Public • Notary • Lawyers • Independent Contractor • Independent Consultant • Contractor • Counselor • Advisor • Model • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Managers • Psychology Specialist • Chief Executive • Operations Manager • Advertising Sales Agent

Experience & Education

Position:
Notary Public & Member at National Notary Association, Independent Distributor at SendOutCards, ...
Title:
Financial Consultant at Parsonex Capital Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
National Notary Association Notary Public & Membersince Feb 2009SendOutCards Independent Distributorsince Mar 2008
Full Profile

Reynaldo Camacho Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Clerk • Office Assistant • Supervisor • Clerical Specialist • Office Clerk • Managers

Experience & Education

Work

Company:
Chase
Financial advisor
Company:
Courtlandt securities group - Newport Beach, CA
Compliance-operations/assistant
Full Profile

Brett Barber Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at State Farm
Location:
Orange County, California Area
Industry:
Insurance
Work history:
State Farm Financial Advisor
Full Profile

Annemarie Munoz Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at United Health Care
Location:
Orange County, California Area
Industry:
Insurance
Full Profile

Vandana Bajaj Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Independent Financial consultant at JRV Entreprenurial services
Location:
Orange County, California Area
Industry:
Accounting
Full Profile

Debbie Boyd Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Independent Contractor • Advisor • Contractor • Juris Doctor • Human Resources Specialist • Recruitment • Information Technology Specialist • Software Developer • IT Specialist • Software Developers • Education Manager • Education Administrator • Independent Business Owners • Computer Specialist • Operations Manager • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
JD Edwards HCM/Financial Consultant/Trainer at Self Employed
Title:
JDE Sr. Consultant/Trainer Self Employed
Location:
Orange County, California Area
Industry:
Information Technology and Services
Work history:
Self Employed JD Edwards HCM/Financial Consultant/Trainersince Jan 2007KRONOS INCORPORATED HRMS Trainer-Specialist IVOct 2003 - Oct 2006
Skills:
Business Process, Payroll, JD Edwards
Full Profile

Daniel Gordon Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Morgan Stanley Financial Advisor
Full Profile

Tab Reid Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
SR. FINANCIAL ADVISOR at HOME FUNDS DIRECT
Location:
Orange County, California Area
Industry:
Banking
Work history:
HOME FUNDS DIRECT SR. FINANCIAL ADVISOR
Full Profile

Craig Skelly Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Higher Education Professional • School Administrator • Educational Manager • Athletes

Experience & Education

Position:
First Vice President, Financial Advisor at Morgan Stanley
Title:
First VP and Financial Advisor - 25 years at Morgan Stanley in financial planning and comprehensive wealth management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Morgan Stanley First Vice President, Financial Advisorsince Jan 1985Great Westen Savings Branch ManagerJan 1983 - Dec 1985
Full Profile

Blinks Gupta Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Fluor
Location:
Orange County, California Area
Industry:
Civil Engineering
Work history:
Fluor Financial advisor
Full Profile

Ned Smith Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Manager - Financial Advisor at Arque Capital Ltd., Financial Advisor - Wealth Manager at...
Title:
Wealth Manager - Financial Advisor at Arque Capital Ltd.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Arque Capital Ltd. - Tustin, CA 92705Wealth Manager - Financial Advisorsince Aug 2011Arque Capital, Ltd. - Tustin, CaliforniaFinancial Advisor - Wealth Managersince Apr 2011
Full Profile

Leslie Kenyon Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Vice President,Investments at Raymond James, V.P. Investments at Raymond James
Title:
V.P. Investments at Raymond James
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Raymond James Vice President,Investmentssince May 2009Raymond James V.P. Investmentssince May 2009
..be made to persons in states where the financial advisor is not registered
Full Profile

Ariel Washington Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Professional at The Prudential Insurance Company of America, Newark, NJ
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
The Prudential Insurance Company of America, Newark, NJ Financial Professionalsince Apr 2013The Prudential Insurance Company of America, Newark NJ Financial Professional AssociateOct 2010 - Mar 2013
Skills:
Account Management, Territory Management, Strategic Planning, Marketing Strategy, Marketing, Sales...
As a financial advisor I help businesses
Full Profile

Jerrold Clarke Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Title:
Financial advisor serving families and business owners ★Investment Management ★Financial Planning
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Senior Financial Advisorsince Oct 2007*UBS Financial Services Financial AdvisorJan 1998 - Sep 2007
Skills:
Strategic Financial Planning, Investment Management, Retirement Planning, Insurance Planning,...
Full Profile

Don Duarte Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Wells Fargo Private Client Services
Location:
Orange County, California Area
Industry:
Banking
Full Profile

Alex Aldaz Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • District Manager • Region Manager • Area Manager • Managers • Bookkeeper

Experience & Education

Position:
District Manager at Farmers Insurance Group
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Farmers Insurance Group District Managersince Mar 2007Banco Popular North America Financial ConsultanatMar 2004 - Mar 2007
Full Profile

Edward Lebeau Santa Ana, CA

Professions & Specialties

Financial Consultant • Personal Financial Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP Financial Consultant at Charles Schwab
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Charles Schwab VP Financial Consultantsince Jan 1996American Express Financial Advisors Personal Financial PlannerJun 1993 - Jan 1996
Full Profile

Chris Damore Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Director • Partner • Chief Executive • Operations Manager • Orderly • Financial Officer • Financial Manager • Marketing Manager • SEO Specialist • Web Marketer • Bachelor of Business Administration • Business Administrator • Contractor • Team Member • Finance and Accounting Specialist • Independent Business Owners • Account Manager • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers

Experience & Education

Position:
Financial Consultant at releVenture, llc, Director - Accounting and Finance at Waterstone Capital...
Title:
releVenture llc Managing Partner
Location:
Orange County, California Area
Industry:
Accounting
Work history:
ReleVenture, llc Financial Consultantsince Oct 2010Waterstone Capital Partners, LLC Director - Accounting and Financesince Jun 2002
Skills:
Financial Analysis, Financial Modeling
Full Profile

Kiho Choi Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Haussmann Financial Inc
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Jae Shim Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Teacher • Chief Executive Officer • Corporate Executive • Chief Executive • Counselor • Advisor • Master of Business Administration • Doctor of Philosophy • Bachelor of Science • Author

Experience & Education

Position:
Business Professor at CSULB, CEO at Delta Publishing Co.
Title:
Business Professor and CEO at Delta Publishing Co.
Location:
Orange County, California Area
Industry:
Publishing
Work history:
CSULB Business Professorsince Sep 1981Delta Publishing Co. CEOsince Sep 1981
Full Profile

Dana Mcdonald Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Title:
at RBC Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Newport Beach, CAFinancial Advisorsince Apr 2011Oppenheimer & Co. Inc. Senior Vice President - InvestmentsJul 2004 - Apr 2011
Skills:
Investments, Series 7, Wealth Management, Trading, Financial Advisory, Portfolio Management,...
Full Profile

George Vera Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Jun 2004Fidelity Investments Investment RepresentativeMay 2010 - Dec 2010
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Helen Wang Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounting Clerk • Controller • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Agent • Sales Representative • Marketing Manager

Experience & Education

Position:
Financial Analyst/Consultant at MetLife
Title:
Financial Consultant
Location:
Orange County, California Area
Industry:
Insurance
Work history:
MetLife Financial Analyst/Consultantsince Mar 2007MetLife Staff AccountantJul 2002 - Apr 2004
Languages:
Chinese
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