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Financial Consultants in California

Financial Consultants in Santa Barbara, CA

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224 results found

Leroy Cubbison Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Loan Officers • Business Administrator • Counselor • Leader • Business Consultant • Advisor • Managers • Host • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Contractor • Independent Business Owners • Chief Executive • Marketing Manager • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Bachelor of Science • Property Manager • Real Estate Manager • Account Service Manager • Client Service Officer • Customer Service • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Consultant at LeRoy Cubbison, Member at Visalia Host Lions Club, Field Collection Leader / Business ...
Title:
Financial Consultant, Business Management
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
LeRoy Cubbison - Lompoc, CAConsultantsince Aug 2011Visalia Host Lions Club - Visalia, California AreaMembersince Dec 2010
Skills:
Commercial Lending, Special Asset Management, New Business Development, Credit Risk, Underwriting,...
Full Profile

David Machacek Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Client Service Officer • Chief Administrative Officer • Deputy Director • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Deputy Manager • Volunteer • Organization Management • Managers • Non-Profit • Postsecondary Teacher • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at SagePoint Financial, Financial Services Specialist at Independent Capital...
Title:
Financial Advisor at SagePoint Financial, Inc.
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
SagePoint Financial - Camarillo, CAFinancial Advisorsince Oct 2010Independent Capital Management - Camarillo, CAFinancial Services Specialistsince Oct 2010
Skills:
Research, Non-profits, Mentoring, Public Speaking, Retirement Planning, Investment Advisory, Life...
Full Profile

Michelle Perry Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Counselor • Business Administrator • Non-Profit • Advisor • Development Coach • Sports Game Coach • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Online Leader • Brand Planner • Internet Marketing Manager • Web Marketer • Brand Representative • Marketing Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Volunteer Work / Leadership & Business Development...
Title:
Financial Advisor at Merrill Lynch
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Santa Barbara, California AreaFinancial Advisorsince 2012We Inspire Co Volunteer Work / Leadership & Business Development Coach/Mentorsince Aug 2011
Skills:
Organizational Leadership, Business Analysis, Creative Strategy, Industry Analysis, Grant Writing,...
Full Profile

Kenneth Partch Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Santa Barbara Wealth Management
Location:
Santa Barbara, California Area
Industry:
Investment Management
Full Profile

Michael Morando Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Supporting Member • Independent Contractor • Team Member • Contractor • SalesForce Administrator • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Sales Manager • Customer Service

Experience & Education

Position:
Financial Advisor at Tremblay Financial
Location:
Santa Barbara, California Area
Industry:
Telecommunications
Work history:
Tremblay Financial - Santa BarbaraFinancial Advisorsince May 2012Winmark Capital Corporation Territory Manager- SouthwestSep 2007 - Oct 2011
Skills:
Sales Management, Business Development, Strategy
Full Profile

Patricia Rue Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager • Bookkeeper • Accounts Payable • Accounts Payable Specialist • Business Consultant • Advisor • Law Specialist • Lawyers • Corporate Executive • Chief Executive • Department Supervisor • Manager • Sales Team Member • Sales Person • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Position:
Office Administrator at LOGUE LAW (Sole Proprietorship), Business Consultant at Framed Openings, Inc
Title:
Office Administrator/Full Charge Bookkeeper at LOGUE LAW
Location:
Santa Barbara, California Area
Industry:
Law Practice
Work history:
LOGUE LAW - Santa Barbara, California AreaOffice Administratorsince Oct 2012Framed Openings, Inc Business Consultantsince Apr 2007
Full Profile

Jasper Mallard Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Non-Profit • Representative • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Representative

Experience & Education

Position:
Financial Advisor at PlanMember Financial Corporation
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
PlanMember Financial Corporation - Santa Barbara, CAFinancial Advisorsince Jan 2012Income Property Investors, Inc. - San DiegoManager & AnalystJan 2010 - Dec 2011
Full Profile

Greg Armand Santa Barbara, CA

Professions & Specialties

Trader • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Managers • Owner • Chief Executive • Operations Manager • Founding Member • Marketing Manager • Matlab Developer • Software Developer • Software Developers • Retail Design Architect • Product Specialist • Buyer • Buyer and Seller • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Entrepreneur
Title:
Entrepreneur, Professional trader Equity options, FX
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Entrepreneur - Santa Barbara, California AreaOwnersince Jul 2007UBS Financial Services Financial Advisor Dev programFeb 2007 - Jun 2007
Skills:
Business Strategy, Entrepreneurship, Business Development
Full Profile

Donna Ibarra Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Construction • Advisor • Guide • Counselor • Tour Guide • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, CDFA™ at Merrill Lynch
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor, CDFA™since 2009Fred Meyer Jewelers Fine Jewelry ConsultantJun 2003 - Dec 2008
Full Profile

Per Andersson Santa Barbara, 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 Advisor at Opes Advisors, Front Desk/Administration at Casa Esperanza
Title:
Financial Advisor at Opes Advisors
Location:
Santa Barbara, California Area
Industry:
International Trade and Development
Work history:
Opes Advisors - Santa Barbara, California AreaFinancial Advisorsince Jun 2013Casa Esperanza - Santa Barbara, California AreaFront Desk/Administrationsince May 2013
Full Profile

Graham Guess Santa Barbara, CA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Professional Athlete • Athletes • Sports Person • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Representative • Captain

Experience & Education

Position:
Certified Divorce Financial Analyst (CDFA) at Pacific Wealth Strategies Group, Inc., Financial...
Title:
Financial Planner at Pacific Wealth Strategies Group, Inc.
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Pacific Wealth Strategies Group, Inc. - Santa Barbara, California AreaCertified Divorce Financial Analyst (CDFA)since 2011Pacific Wealth Strategies Group / First Allied Securities Inc. Financial Advisor for Professional Athletessince Jan 2010
Full Profile

Mark Glover Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Co-Founder • Chief Executive • Founder • Founding Member • Certified Nurse Aide • Nurse • Nurse Practitioner • Owner • Sales Manager • Marketing Manager • Operations Manager • Advisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Courtney & Glover Capital Management, Co-founder/Executive Committee at Santa Ynez...
Title:
Financial Advisor
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Courtney & Glover Capital Management - Santa Ynez ValleyPartnersince Feb 2011Santa Ynez Valley Young Professionals Club - Santa Ynez, CA.Co-founder/Executive Committeesince Jan 2011
Full Profile

Roxanne Hutchins Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chancellor • Chief Judge • Judge • Chief Executive • Financial Manager

Experience & Education

Title:
Strategic and Financial consultant
Location:
Santa Barbara, California Area
Industry:
Executive Office
Full Profile

Veronique Taylor Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Designers • Master of Business Administration • Team Member • Sales Engineering Specialist • Sales Engineer

Experience & Education

Work

Company:
Opes financial solutions
Financial advisor
Company:
The territory ahead - Santa Barbara, CA
Senior designer
Full Profile

Delores Martini Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Owner • Chief Executive • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
President at D. Martini & Associates Inc., President/Financial Consultant at D. Martini and...
Title:
President/Financial Consultant at D,Martini and Associates, Inc.
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
D. Martini & Associates Inc. Presidentsince Apr 2007D. Martini and Associates, Inc. - 2625 South Miller Suite 106, Santa Maria, CA 93455President/Financial Consultantsince Apr 2007
Skills:
Wealth Preservation, Investments, Financial Planning, Mutual Funds, Strategic Financial Planning,...
Certifications:
CFP®, College for Financial Planning
CRPC®, College for Financial Pllanning
Full Profile

Chris Snowden Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managing Partner • Founder • Partner • Chief Executive • Founding Member • Vice President • Territory Sales Manager • Region Manager • Technician • Entrepreneur • Area Manager • Managers • Technical Specialist • Technical Support Specialists • Master of Business Administration • Bachelor of Science • Regional Sales Consultant • Sales Representative • Pageant Director • Show Director • Survey Researcher

Experience & Education

Position:
Financial Advisor at UBS Financial Services, Inc
Title:
Financial Advisor at UBS Financial Services, Inc.
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
UBS Financial Services, Inc Financial Advisorsince May 2011Wine Club Shipment Founder & Managing PartnerFeb 2010 - Oct 2012
Full Profile

Chris Janeway Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Co-Founder • Management Team Executive • Operations Manager • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at PlanMember Financial Group, Board Member at The First Tee Central Coast,...
Title:
Financial Advisor
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
PlanMember Financial Group - Santa Barbara, CAFinancial Advisorsince 2008The First Tee Central Coast - Santa Barbara, CABoard Membersince 2011
Skills:
Mutual Funds, Investments, Retirement Planning, Life Insurance, College Savings Plans, Qualified...
Full Profile

Travis Crpc Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Teller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Advisor at Wells Fargo Investments
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Wells Fargo Investments Financial AdvisorSanta Barbara Bank & Trust Financial Services RepresentativeFeb 2008 - Oct 2008
Full Profile

Cathryn Low Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Associate • Supporting Member • Team Member • Leadership Think Tank • Analysts • Master of Business Administration • Financial Officer • Financial Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Business Financial Consultant at Cathryn Low, Financial Consultant
Title:
Business Financial Consultant
Location:
Santa Barbara, California Area
Industry:
Management Consulting
Work history:
Cathryn Low, Financial Consultant - Southern CaliforniaBusiness Financial Consultantsince Nov 1987Prolman Associates Senior AssociateJan 1995 - May 2010
Full Profile

Carrie Riley Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Customer Service

Experience & Education

Position:
Vice President/ Senior Financial Advisor at Merrill Lynch
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Santa Barbara, California AreaVice President/ Senior Financial Advisorsince Jul 2013Morgan Stanley Smith Barney - Montecito, CaliforniaVice President/ Financial Advisor, Morgan Stanley Wealth Management2010 - Jul 2013
Full Profile

Ken Park Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Defense and Space Professional • Project Administrator • Security • Project Manager • Partner • Project Managers • Chief Executive • Master of Science • Psychologist • Psychology Specialist • Business Administrator • Managers • Analysts • Advisor • Operations Manager • Corporate Executive • Department Supervisor • Manager • Financial Officer • Financial Manager • Chairperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Recruitment

Experience & Education

Title:
Defense & Space Professional
Location:
Santa Barbara, California Area
Industry:
Defense & Space
Work history:
Superconductor Technologies Contracts/ Project AdministratorOct 2007 - Dec 2008Fielding Graduate University Student Financial Aid AdvisorOct 2006 - Oct 2007
Full Profile

Sharon Green Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Counselor • Volunteer • Office Runner • Non-Profit • Courier • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Advisor & Consultant at Crozier & Green, The Crozier Advisory LLC
Title:
Advisor & Consultant
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Crozier & Green, The Crozier Advisory LLC - Santa Barbara, California AreaAdvisor & Consultantsince Aug 2012Crowell Weedon - Santa Barbara, California AreaFinancial AdvisorJun 2011 - Jun 2012
Full Profile

Joe Sprague Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Wells Fargo Investments
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Wells Fargo Investments Financial Consultant
Full Profile

Andrew Kish Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Realty broker • Counselor • Advisor • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Real Estate Broker & Mortgage Loan Originator at Coast Village Realty & Loan, Certified...
Title:
Real Estate Broker
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Coast Village Realty & Loan - Montecito, CAReal Estate Broker & Mortgage Loan Originatorsince Nov 2010BALANCE Financial Fitness - San Francisco, CACertified Financial Counselor/Housing Counselorsince Feb 2001
Skills:
Public Speaking, Training & Development, Financial Analysis, Real Estate, Mortgage, Loans,...
Full Profile

Donald Poole Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Counselor • Publisher • Advisor • Publishing Professional • Consumer Goods Professional • Commodities Clerk • Financial Director • Financial Officer • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Donald E. Poole, Consultant
Title:
Consultant
Location:
Santa Barbara, California Area
Industry:
Consumer Goods
Work history:
Donald E. Poole, Consultant Financial Consultantsince Jul 2006Walch Education Chief Financial OfficerDec 2001 - Jun 2006
Full Profile

Kimberly Horn Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Mission wealth management, llc
Client advisor
Company:
A.g. edwards & sons, inc - Santa Barbara, CA
Financial consultant
Full Profile

Marie Aardema Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor
Full Profile

Joe Sprague Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Investor • School Principal • School Administrator • Educational Manager • Inspector • Accounting Bookkeeper • Bookkeeper • State Inspector

Experience & Education

Position:
Director of Investor Relations and Principal at GreenLake Investment Management
Title:
Director of Investor Relations and Principal, GreenLake Investment Management, LLC and GreenLake RE Fund, LLC
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
GreenLake Investment Management Director of Investor Relations and Principalsince Jan 2009Wells Fargo Investments Financial Consultant2004 - 2009
Certifications:
Advisory Licensure: Series 7, Series 31, Series 63, Series 65
California Life and Health
Full Profile

Kimberly Horn Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Position:
Client Advisor at Mission Wealth Management
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Mission Wealth Management Client Advisorsince Aug 2007A.G. Edwards & Sons, Inc Financial ConsultantNov 2006 - Aug 2007
Full Profile

Ryan Noll Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Westmont College
Location:
Santa Barbara, California Area
Industry:
Higher Education
Work history:
Westmont College Financial advisor
Full Profile

Jacqueline Duran Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Fiduciary • Trust Law Attorney • Lawyers • Colonel • Customer Service • Civil Servant

Experience & Education

Position:
Financial Advisor, Merrill Lynch Wealth Management at Merrill Lynch Wealth Management
Title:
Financial Advisor, Merrill Lynch Wealth Management
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management - Santa BarbraFinancial Advisor, Merrill Lynch Wealth Managementsince 2011C.R Silliman - Lompoc, CAAccounts ManagerApr 2001 - 2011
Full Profile

Sarai Tenerelli Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Advisor • Non-Profit • Sports Trainers • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Edward Jones Financial Advisor
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince 2012Texas Lifesciences Collaboration Center - Georgetown, TXInternJan 2012 - May 2012
Full Profile

Devin Dierenfield Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Pilot • Airline Pilot • Air Transportation Worker • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Consultant at LPL Financial, Clean Cars of Fountain Hills, LLC at Fountain Hills, AZ,...
Title:
Pilot at American Airlines
Location:
Santa Barbara, California Area
Industry:
Aviation & Aerospace
Work history:
LPL Financial - Santa BarbaraFinancial Consultantsince Jul 2013Fountain Hills, AZ Clean Cars of Fountain Hills, LLCsince Feb 2004
Skills:
Finance, Airlines, Portfolio Management, Aircraft, Aviation, Real Estate, Negotiation, Airports,...
Languages:
English, Spnish
Full Profile

Jay Parker Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Account Service Manager • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Advisor - Global Wealth Management at Morgan Stanley
Title:
Vice President, Morgan Stanley
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Morgan Stanley Vice President, Financial Advisor - Global Wealth Managementsince May 1984E.F. Hutton & Co. Account ExecutiveMar 1982 - Mar 1984
Full Profile

Syd Walker Santa Barbara, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Team Member • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Certified Financial Planner at Wedbush Morgan Securities
Title:
Financial Advisor
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Wedbush Morgan Securities - Santa Barbara, California Area, United StatesCertified Financial Plannersince Jul 2009A.G. Edwards & Sons, Inc. Financial AdvisorAug 2001 - Jul 2009
Skills:
Series 7, Financial Planning, Estate Planning, Wealth Management, Investments, Series 63,...
Languages:
Spanish
Certifications:
Certified Financial Planner, CFP®
Full Profile

Dan Biederman Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Senior Vice President and Financial Advisor at Morgan Stanley, Financial Advisor at Smith Barney
Title:
Senior Vice President at Morgan Stanley
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Morgan Stanley - Oxnard, CASenior Vice President and Financial Advisorsince Sep 1984Smith Barney Financial Advisorsince 1984
Full Profile

Alex Sanchez Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Position:
J.P. Morgan Private Client Advisor at J.P. Morgan
Title:
J.P. Morgan Private Client Advisor, Vice President at J.P. Morgan Securities LLC
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
J.P. Morgan J.P. Morgan Private Client Advisorsince Nov 2012Chase Investment Services Corp. Financial Advisor - Vice President - InvestmentsSep 2011 - Oct 2012
Skills:
Retirement Planning, Retirement, Fixed Annuities, Investments, Financial Analysis, Investment...
Certifications:
Series 7 General Securities License, FINRA
Series 63 Uniform Securities Agent State Law, FINRA
Full Profile

Mallory Leeuwen Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisor
Full Profile

John Duffy Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Logistician • Computer Network Consultant • Computer Consultant • IT Consultant • Team Member • Analyst • Analysts

Experience & Education

Position:
Board Member at Pacific Pride Foundation, Financial Advisor at UBS Financial Services, Inc
Title:
at UBS Financial Services, Inc
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Pacific Pride Foundation Board Membersince Jan 2013UBS Financial Services, Inc - Santa Barbara, California AreaFinancial Advisorsince Oct 2008
Full Profile

Scott Teter Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Vice President • Chief Executive • Independent Contractor • Advisor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Strategic Wealth Management (Self-employed)
Title:
President, Strategic Wealth Management
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Strategic Wealth Management - 15 W. Carrillo st suite 252 Santa Barbara Ca. 93101Ownersince Oct 2006Wells Fargo Vice President Financial ConsultantAug 1999 - Oct 2004
Full Profile

Conner Rehage Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Football Coach • Sports Game Coach • Personal Care Aide • Operations Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Edward Jones - Santa Barbara, CaliforniaFinancial Advisorsince Oct 2012Dos Pueblos High School - Goleta, CaAssistant Football CoachJun 2012 - Dec 2012
Skills:
Microsoft Office, Customer Service, Financial Analysis, Financial Reporting, Strategic Financial...
Full Profile

Roland Christopher Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Team Member

Experience & Education

Position:
Vice President-Investment Officer at Wells Fargo Advisors, LLC
Title:
Roland Christopher is Vice President-Investment Officer at Wells Fargo Advisors, LLC.
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Santa Barbara, California AreaVice President-Investment Officersince May 2012Morgan Stanley Smith Barney - Santa Barbara, California AreaFinancial AdvisorSep 2008 - May 2012
Full Profile

Marc Gamberdella Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Apr 2009Smith Barney Financial AdvisorFeb 1997 - Apr 2009
Skills:
Retirement Planning, Wealth Management, Strategic Financial Planning, Investments, Series 7,...
Full Profile

Josh Gustafson Santa Barbara, CA

Professions & Specialties

Estate Planner • Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Underwriter • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at Mercer Advisors, Accredited Estate Planner at Mercer Advisors, Chartered Life...
Title:
Managing Director at Mercer Advisors
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Mercer Advisors - Santa Barbara, California AreaManaging Directorsince Aug 2011Mercer Advisors Accredited Estate Plannersince May 2004
Full Profile

Greg Marsh Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • Educator • School Administrator • Educational Manager • Education Professional • Instructor • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Business Development Specialist at PlanMember Financial Corporation
Title:
Business Development at PlanMember Services Corporation
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
PlanMember Financial Corporation - Greater Los Angeles AreaBusiness Development Specialistsince Nov 2009PlanMember Financial Corporation Financial Advisor2006 - 2013
Certifications:
General Securities Representative Examination- Series 7
Uniform Investment Adviser Law Exam- Series 65
Full Profile

John Ogilvie Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Position:
Chairman at Dare Wright Media, Business Financial Consultant at Private Practice
Title:
Business Finance Executive
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Dare Wright Media Chairmansince 2000Private Practice Business Financial Consultantsince 1987
Full Profile

Jim Trieste Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Sales Person • Sales Representative • Dean • Higher Education Professional • School Administrator • Educational Manager • Automotive Specialist • Automotive Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Property Manager • Real Estate Manager

Experience & Education

Position:
Sales Consultant Audi/BMW at Santa Barbara Auto Group
Location:
Santa Barbara, California Area
Industry:
Automotive
Work history:
Santa Barbara Auto Group Sales Consultant Audi/BMWsince Jun 2010Merrill Lynch Financial AdvisorNov 2006 - Jul 2008
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Erica Griggs Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Receptionist • Front Desk Clerk • Front Office Receptionist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Patient financial counselor at Santa Barbara cottage hospital
Location:
Santa Barbara, California Area
Industry:
Hospital & Health Care
Work history:
Santa Barbara cottage hospital Patient financial counselorT.B. Penick and Sons, Inc. Receptionist2009 - 2009
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Karen Telleen-lawton Santa Barbara, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Editorial Writer • Reporter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Chairperson • Financial Manager • Operations Manager • Chief Executive • DB Administrator • Database Administration Professional • Database Administrator

Experience & Education

Position:
Principal at Decisive Path Fee-Only Financial Advisory
Title:
Fee-Only Financial Advisor
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Decisive Path Fee-Only Financial Advisory - Santa Barbara, California AreaPrincipalsince 2011Collaborative Financial Solutions - 206 East Victoria Street, Santa BarbaraManager of Financial PlanningApr 2010 - Aug 2011
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Carol Tricase Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager

Experience & Education

Position:
Chief Financial Officer, Craddock Engineering at Craddock Engineering, Inc.
Title:
Independent Financial Consultant, C.P.A.
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Craddock Engineering, Inc. Chief Financial Officer, Craddock Engineeringsince 2008Becton Dickinson Controller-Medical Division Europe1987 - 1999
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