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Financial Consultants in Santa Clara, CA

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80 results found

Jenny Bhatt Santa Clara, CA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFounderFounding MemberChief ExecutiveFinancial ManagerSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject ManagersProcess EngineerIndustrial EngineerCompliance EngineerStudent WorkerTrust Law AttorneyLawyers

Experience & Education

Position:
Financial Advisor and CFP® Candidate at AchieVitas Financial Advisory LLC
Title:
Financial Advisor, Founder & Principal of AchieVitas Financial
Location:
Santa Clara, California
Industry:
Financial Services
Work history:
AchieVitas Financial Advisory LLC - Santa Clara, CAFinancial Advisor and CFP® Candidatesince Jan 2012Accenture - San Francisco Bay AreaExecutive | Strategy Consulting | Pricing & Profitability Optimization | Communications & High TechMay 2010 - Dec 2011
Skills:
Personal Financial Planning, Independent Financial Advice, Personal Finance, Strategic Financial...
Certifications:
Certified Pricing Professional, Professional Pricing Society

Tom Wood Palo Alto, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEntrepreneurCoordinatorCounselorManagersAdvisorCustomer ServiceClient Service OfficerFinancial ManagerFinancial DirectorManagerFinancial OfficerOperations ManagerSong LyricistLyricistPoetAuthorGuitar PlayerMusic ArtistMusiciansSales ManagerCorporate ExecutiveChief ExecutiveManagement Team ExecutiveEntertainerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Manager at SWEET PSYCHOSIS
Title:
Music industry, public relations, financial advisor, high tech sales, entrepreneur, customer service.
Location:
Palo Alto, California
Industry:
Music
Work history:
SWEET PSYCHOSIS - San Francisco Bay AreaFinancial Managersince Nov 2005Facebook - Menlo Park, CAConsultantFeb 2011 - Feb 2011
Skills:
Sales, New Business Development, Financial Management, ASL (American Sign Language), Investments,...
Languages:
American Sign Language

Paritosh Rajora Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior Process EngineerProcess EngineerIndustrial EngineerMaster of ScienceProduction ManagerSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
Real estate sales and mortgage
Ca licensed by dre

Skills

Sales, Technical experience, ability to build client base, network, cold calling.

Paritosh Rajora Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSoftware TesterComputer SpecialistProduce ManagerProduction ManagerSchool PrincipalSchool AdministratorEducational ManagerMaster of ScienceBachelor of ScienceProfessional EngineerEngineering SpecialistTechnical Support Specialists

Experience & Education

Work

Company:
Principal financial group
Financial services representative
Company:
Merrill lynch
Financial advisor

Mallory Lisnek Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeperDruggistPharmacist

Experience & Education

Work

Company:
Rsc-reproductive resource science infertility clinic
Financial counselor
Company:
Pathway society
Intake co-coordinator/ billing to county of santa clara

Aj Abdelkhalek Santa Clara, CA

Professions & Specialties

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

Experience & Education

Position:
CEO/Owner at AJ Abdelkhalek State Farm Agency
Title:
CEO / Owner of AJ Abdelkhalek State Farm Agency
Location:
Santa Clara, California
Industry:
Insurance
Work history:
AJ Abdelkhalek State Farm Agency CEO/Ownersince Feb 2008Morgan Stanley Smith Barney Financial AdvisorJun 2003 - Jun 2004
Skills:
Investments, Strategic Financial Planning, Financial Analysis, Life Insurance, Loans, Insurance,...

Gordon Webb Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentController

Experience & Education

Work

Company:
Whitecliff company co - San Mateo, CA
Controller

Manus Duffy Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Financial Advisor at UnionBanc Investment Services
Location:
Santa Clara, California
Industry:
Financial Services
Work history:
UnionBanc Investment Services Senior Financial Advisorsince Oct 2007

Khiem Truong Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersCounselorAdvisorVice PresidentChief ExecutiveCustomer Service

Experience & Education

Work

Company:
American century investments - Mountain View, CA
Investment consultant
Company:
Charles schwab & co., inc - San Jose, CA
Vp, financial consultant

Joseph Conway Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerHuman Resources SpecialistRecruitmentSenior Project ManagerProject ManagersSenior ManagerOperations Manager

Experience & Education

Work

Company:
Amtel
Senior project manager
Company:
Accrete group - Internship
Human resources recruiter

Skills

Management, leadership, recruitment, coordination, interviewing, planning, team building, billing,...

Joseph Aversano San Jose, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantInternal AuditorAccounting BookkeeperBookkeeperCertified AuditorFinancial Compliance ExaminerAuditorManagerOperations Manager

Experience & Education

Work

Company:
Audit
Accounting & financial consultant, joseph aversano, cpa
Company:
Johnson & johnson - San Jose, CA
Internal auditor manager

Neil Hamady Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
Imagination technologies - Sunnyvale, CA
Marketing & business development consultant
Company:
Prudential financial & pruco securities / bankers life - San Jose, CA
Professional financial planning / financial advisor

Alice Simpson Santa Clara, CA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial
Location:
Santa Clara, California
Industry:
Financial Services
Work history:
Ameriprise Financial - Santa ClaraCertified Financial Plannersince Oct 1985

Jo Schmeltzer Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Woodbury financial services
Financial advisor/investment advisor representative
Company:
Patelco credit union - Santa Clara, CA
Financial advisor

Ayesha Tahir Campbell, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPatient Navigation CoordinatorPatient Support RepresentativeHealthcare SupportTax AccountantClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Waddell and reed - Campbell, CA
Client care coordinator
Company:
Independent financial consultant - Santa Clara, CA

Jaskirat Dhami Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeComputer TechnicianComputers SpecialistComputer SpecialistStudent Worker

Experience & Education

Work

Company:
Carson city hotel llc
Finance and accounting intern
Company:
Office depot - Carson City, NV
Sales and financial consultant, computer technician

Jesse Salarian Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
Cal pacific lending company - Santa Clara, CA
Financial consultant
Company:
Home advantage elite - Fremont, CA
Seniorloan consultant

Christian Max Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEvent PlannerAuthorEvent ManagerApprenticeAdvisorRepresentativeEducatorEducation ProfessionalInstructorCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProgram AssistantStudent WorkerAdministrative Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportPsychology SpecialistMathematicsMathematicianPsychologistBachelor of ScienceSales RepresentativeMarket Research Analyst

Experience & Education

Title:
Student at Hutong School Beijing
Location:
Beijing City, China
Industry:
Management Consulting
Work history:
Hutong School Event CoordinatorMay 2012 - Sep 2012Escapingthemold.com Site AuthorMay 2011 - Sep 2011
Skills:
Language Instruction, Fluent Spanish, Fluent English, Advanced Italian, Intermediate German, Market ...
Languages:
English, Spanish, Mandarin Chinese, Italian, German
Reported directly to Financial Advisor nationally ranked in the top 100..

Alex Florea San Jose, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBankerSales PersonSales RepresentativeOwnerManagerChief ExecutiveOperations ManagerRepresentativeBusiness AdministratorMaster of Business AdministrationBachelor of ScienceDatabase Administration ProfessionalDatabase AdministratorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Outside Solar Sales Consultant at SolarCity, Owner/Manager at AFMotorsports
Title:
Outside Solar Sales Consultant at SolarCity
Location:
San Jose, California
Industry:
Insurance
Work history:
SolarCity - San Jose, CAOutside Solar Sales Consultantsince Mar 2013AFMotorsports - San Jose, CAOwner/Managersince 2001
Skills:
Sales, sales ma, Salesforce.com, Investments, Insurance, Life Insurance, Sales Presentations, Asset ...
Financial Advisor at Charles Schwab

Audrey Egan Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentComputer Software ProfessionalSoftware DevelopersProcess EngineerIndustrial EngineerInformation Technology SpecialistIT SpecialistIndustrial Engineering ProfessionalTennis CoachSports Game CoachApprenticeEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonPackage DesignerCommercial DesignerBachelor of SciencePsychologistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMedical Laboratory ProfessionalMedical Laboratory TechnologistStudent WorkerPsychology Specialist

Experience & Education

Position:
Oracle Sales Academy Member at Oracle
Title:
Oracle Sales Academy Member
Location:
Santa Clara, California
Industry:
Computer Software
Work history:
Oracle Oracle Sales Academy Membersince Jul 2013HJ Heinz - Greater Pittsburgh AreaPackaging TechnologistJun 2012 - Aug 2012
Skills:
Yellow Belt, ArtiosCAD, Project Management, Team Leadership, Packaging Development
Financial Advisor

Sean Patrick Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSystems AdministratorUnix AdministratorInformation Technology SpecialistComputer Systems AdministratorIT SpecialistSupplierClient Service OfficerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCustomer ServiceComputer SpecialistSoftware DevelopersSystems Support SpecialistSupport SpecialistsSoftware DeveloperSecurityProject ManagerVice President of SalesPartnerMarketing ManagerVice PresidentChief ExecutiveProject ManagersBachelor of ArtsMaster of SciencePsychologistEntertainment ProfessionalEntertainerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperWeb MarketerPsychology Specialist

Experience & Education

Position:
System Administrator at Netflix
Location:
Santa Clara, California
Industry:
Information Technology and Services
Work history:
Netflix - Los Gatos, CASystem Administratorsince Jan 2013Netflix - San Francisco Bay AreaTier 3 Global SupportSep 2011 - Jan 2013
Skills:
Account Management, Escalation Resolution, Crisis Management, Escalation Process, Incident...
Languages:
French
Certifications:
Series 7, 63, FINRA
Oregon EMS, Health Department of Oregon
Financial Advisor at Morgan Stanley

Yiding Tian Santa Clara, CA

Professions & Specialties

Financial Services Sales AgentAccounting ClerkAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
All power america, llc - Chino, CA
Staff accountant
Company:
B2sign, inc - El Monte, CA
Accountant

Skills

Quickbooks, Peachtree, MS office, Cantonese, Mandarin, GAAP,

Lori Ageno San Jose, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAssistant to the PresidentOffice AssistantAdministrative AssociateAdministrative ClerkClerical SpecialistOffice ClerkChief Executive OfficerVice PresidentVice President of FinanceFinancial DirectorCorporate ExecutiveChief ExecutiveFinancial ManagerFinancial OfficerComputer Network ConsultantComputer ConsultantIT ConsultantControllerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSenior ManagerOperations ManagerManagement Team ExecutiveSoftware DevelopersIT SpecialistAccounting BookkeeperBookkeeperRecruitmentSales RepresentativeHealth ProfessionalHealth PractitionerBiologistBiological Scientist

Experience & Education

Position:
Executive Assistant at Cupertino Electric, Inc.
Title:
Executive Assistant to President & CEO at Cupertino Electric, Inc.
Location:
San Jose, California
Industry:
Computer Networking
Work history:
Cupertino Electric, Inc. - Office of the CEOExecutive Assistantsince Sep 2012Brocade Communications Executive AdministratorFeb 2008 - Sep 2012
Certifications:
Human Resource Management, UC Santa Cruz Extension
Independant Life Agent and NASD Registered, California State
Senior Financial Consultant at World Financial Group,WFG,

Blake Peters Mountain View, CA

Professions & Specialties

AnalystAnalystsSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativePhysicianModel

Experience & Education

Position:
Analyst, Clinical Research at Abbott
Title:
Strategy / Innovation / Consulting
Location:
Mountain View, California
Industry:
Internet
Work history:
Abbott Analyst, Clinical Researchsince Nov 2012Abbott - Santa Clara, CADivision Services AnalystMay 2009 - Nov 2012
Skills:
Forecasting, Microsoft Excel, Budgets, Financial Modeling, Cross-functional Team Leadership,...
Financial Advisor at First Investors Corporation

Rajesh Sethi Santa Clara, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerDirectorOperations ManagerCounselorAdvisorProject ManagersProject ManagerSupporting MemberAnalystTeam MemberAnalystsMaster of Business AdministrationBachelor of ScienceMathematicsMathematicianSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Various assignments
Investment manager / consultant
Company:
Marvell semiconductor - Santa Clara, CA
Director of financial planning & investment analysis

Skills

Corporate Finance Professional: M&A, FP&A - Financial Planning and Analysis, Corporate...

Shirley Kushida Santa Clara, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentService ManagerService Operations ExpertVice PresidentOperations ManagerChief ExecutiveResearch AssistantResearcherSurvey ResearcherBusiness AdministratorTeam MemberOffice ClerkClerical SpecialistBachelor of ScienceCustomer ServiceStudent Worker

Experience & Education

Work

Company:
Morgan stanley smith barney
Complex service manager, vice president
Company:
Work study - Santa Clara, CA
Marketing research assistant

Valentine Rodrigues Santa Clara, CA

Professions & Specialties

School PrincipalSchool AdministratorEducational ManagerAnalystBusiness AnalystAnalystsFinancial DirectorChief Operating OfficerFinancial OfficerFinancial ManagerGeneral and Operations ManagerDirector of OperationsOperations Manager

Experience & Education

Work

Company:
Kaiser permanente
Acting principal/business analyst
Company:
W&r wedgwood apartments, inc
Cfo/coo

Skills

Business Consulting, Financial Analysis, Advanced skills with Excel, Access VBA, and SQL;...

Ayesha Tahir Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVisual Basic DeveloperSoftware DeveloperSoftware Developers

Experience & Education

Title:
Accountant
Location:
Santa Clara, California
Industry:
Accounting
Work history:
Waddell and Reed - CampbellClient Care Co-ordinatorJan 2012 - Jun 2012Independent Financial Consultant, Santa Clara, CA - Santa ClaraAccountantJan 2008 - Dec 2011
Skills:
Epicor, QuickBooks, Mas 90, SAP, PeopleSoft, MS PowerPoint, Visual Basic, Oracle Database, ADP...

James Westbury Santa Clara, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLeaderSupervisorManagersManagerOperations ManagerApprenticeVice PresidentChief ExecutiveFinancial AnalystMaster of ScienceBachelor of ArtsStudent Worker

Experience & Education

Work

Company:
Archway, the management company
Finance and association manager
Company:
Southwest wines - Albuquerque, NM
Marketing supervisor

Skills

TECHNICAL ACUMEN: Microsoft Office Suite (Advanced Excel: pivot tables, graphs, charts, macros,...

De Se Santa Clara, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorPartnerChief ExecutiveMaster of Science

Experience & Education

Work

Company:
Boardwalk pipeline partner, lp
Project costing and p2p functional consultant
Company:
Wind river - Alameda, CA
Oracle project accounting - functional consultant

Ju Kang Santa Clara, CA

Professions & Specialties

Financial Services Sales AgentBroker AssociateLicensed Real Estate BrokerReal Estate Sales AgentProperty ManagerReal Estate ManagerClient Service OfficerCounselorBusiness ConsultantAdvisorCustomer ServiceAnalysts

Experience & Education

Work

Company:
Csr real estate services
Associate broker
Company:
Verizon wireless - San Jose, CA
Retail/business consultant

Skills

Team Player, Prior Sales skills, Management, and Research. Fluent Korean. MS Word, Excel,...

Flora Baik Santa Clara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentApprenticeBachelor of ScienceMarketing ProfessionalAdvertising Sales AgentStudent Worker

Experience & Education

Work

Company:
Oracle corporation
Human capital management application sales representative
Company:
Breakfree hip hop crew

Jugdeep Brar Santa Clara, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSoftware Quality Assurance SpecialistSoftware DevelopersComputational ScientistComputer SpecialistComputer Scientists

Experience & Education

Work

Company:
Cimbal inc. - Mountain View, CA
Software qa testing study project:
Company:
Wells fargo bank - Mountain View, CA
Personal banker

Priti Sharma Santa Clara, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerAssistant Vice PresidentBanking Center ManagerVice PresidentChief ExecutiveBanking ManagerFinancial OfficerFinancial ManagerBusiness AnalystAnalystAnalystsMaster of Science

Experience & Education

Work

Company:
Franklin templeton
Senior product manager
Company:
Trade securities - Menlo Park, CA
Product manager, mutual funds

Kevin Walton Santa Clara, CA

Professions & Specialties

FounderDirectorFounding MemberChief ExecutiveOperations ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Bravo event productions
Founder/events director
Company:
Bravo event productions - San Jose, CA
Account executive

Brijesh Rathore Santa Clara, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMedical AssistantHealthcare SupportOwnerChief ExecutiveBachelor of ScienceRecruitmentAdvisor

Experience & Education

Work

Company:
Medical assistant
Company:
Smart bucks
Owner

Cory Lagoe San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject EngineerMechanical EngineerEngineering SpecialistMechanical Engineering ProfessionalMechanical EngineeringSystems ArchitectSoftware DevelopersBachelor of Art EducationMaster of Business AdministrationFabricatorConstructionProduction WorkerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAutomotive SpecialistAutomotive ProfessionalInternet Marketing ManagerWeb MarketerMarketing Manager

Experience & Education

Position:
Engineer Mechanical at Northrop Grumman Corporation
Location:
San Francisco Bay Area
Industry:
Defense & Space
Work history:
Northrop Grumman Corporation - Sunnyvale, CAEngineer Mechanicalsince Jul 2012Miceli Financial Partners Financial AdvisorDec 2010 - Dec 2012
Skills:
Financial Analysis, Financial Planning, Financial Modeling, Project Planning, MS Project, MS Office ...
Certifications:
Series 6, 63, 65
EIT

David Brock San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEquipment Tools Purchasing AgentSupplierDepartment Store SalespersonRetail ProfessionalRetail SalespersonServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeProject ManagerContractorManagerProduction ManagerProject ManagersOperations ManagerSports TrainerSports TrainersFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Thrivent Financial
Title:
Financial Advisor with Thrivent Financial
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
Thrivent Financial - San Francisco Bay AreaFinancial Advisorsince Jun 2012AAA Insurance - Los Gatos, CAInsurance Agent For Northern CaliforniaJan 2004 - Jul 2012
Skills:
Saving for Education, Disability Insurance, Life Insurance, IRAs, Roth IRA, Retirement Planning,...
Certifications:
Series 7, FINRA
Series 66, FINRA

Lawrence Lane San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeSecurityFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive OfficerChairpersonProduction ManagerOperations ManagerBusiness Development ManagerChief ExecutiveTechnical ManagersCorporate ExecutiveBachelor of ScienceMaster of Science

Experience & Education

Position:
Financial Representative at Fidelity Investments
Location:
San Francisco, California
Industry:
Financial Services
Work history:
Fidelity Investments - San Francisco, CAFinancial Representativesince Mar 2013Ameritas Investment Corp. / San Francisco Associates - San FranciscoFinancial AdvisorJul 2011 - Mar 2013

Imelda Estores San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDB AdministratorDatabase Administration ProfessionalDatabase AdministratorManagerOperations ManagerCounselorBusiness AnalystAdvisorAnalystAnalystsChiropractorChiropractic DoctorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperModelProject ManagersTour Guide

Experience & Education

Position:
Contact Manager at J. Lemmo Insurance Agency, Business Development Consultant at Start-Up Telecom...
Title:
Imelda C. Estores dba ICE Consulting Services
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
J. Lemmo Insurance Agency - DublinContact Managersince Jan 2010Start-Up Telecom Co., San Jose, CA Business Development Consultantsince Dec 2009
Skills:
Microsoft Excel, Outlook, Financial Analysis, Customer Service, Analysis, Banking, Strategic...

Jeffrey Morrison San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerRepresentativeOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness AdministratorOperations ManagerArmy Lieutenant ColonelSalesForce AdministratorDatabase Administration ProfessionalDatabase AdministratorPsychology SpecialistSales Representative

Experience & Education

Position:
Member at NICCP, Financial Advisor and Registered Representative at Park Avenue Securities,...
Title:
Principal at Campus Pathway
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
NICCP Membersince 2006Park Avenue Securities - Cupertino, CAFinancial Advisor and Registered Representativesince Mar 2011
Skills:
Financial Planning, College Counseling, Analytics, Strategic Communications

Erin Jennings San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerInformation Technology SpecialistIT SpecialistFinancial OfficerFinancial ManagerComputer Software ProfessionalSoftware DevelopersFinancial AnalystMaster of Business AdministrationBachelor of ScienceRecruitmentAdvisor

Experience & Education

Position:
Director, FP&A at Liquid Robotics, Financial Advisor at Posiq, Inc.
Title:
Director, FP&A at Liquid Robotics, Inc.
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Liquid Robotics - Sunnyvale, CADirector, FP&Asince May 2012Posiq, Inc. - San Jose, CaliforniaFinancial Advisorsince Jan 2010
Skills:
Investor Relations, Process Improvement, Budgets, Strategic Financial Planning, Accounting,...

Lyndon Johnston Stockton, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorOperations ManagerBachelor of ScienceBusiness AdministratorSenior Customer Service RepresentativeClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Cuna brokerage services, inc - Stockton, CA
Financial advisor
Company:
Charles schwab and co, inc - Stockton, CA
Financial consultant

Anthony Nguyen San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness ConsultantBusiness AdministratorAdvisorSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeInformation Technology SpecialistBusiness Systems AnalystIT SpecialistIT AnalystOperations Manager

Experience & Education

Position:
Sr. ITBM Business Consultant at VMware
Title:
Sr. Business/Financial Consultant at VMWare
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
VMware - Palo Alto, CASr. ITBM Business Consultantsince Oct 2007Applied Materials - Santa Clara, CABusiness Systems Analyst2004 - 2007
Skills:
CIO Dashboard/Report Design, Service Level Management, Vendor Governance, IT Financial Management,...
Languages:
Vietnamese, English

Jennifer Woolley San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssociate ProfessorLecturerPostsecondary TeacherCounselorAnalystAdvisorAnalystsDoctor of Philosophy

Experience & Education

Position:
Associate Professor at Santa Clara University, Assistant Professor at Santa Clara University,...
Title:
Associate Professor at Santa Clara University
Location:
San Francisco Bay Area
Industry:
Research
Work history:
Santa Clara University - Santa Clara, CAAssociate Professorsince Jun 2013Santa Clara University - Santa Clara, CAAssistant Professorsince Aug 2007

John Duffy Santa Barbara, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBoard MemberManagement Team ExecutiveOperations ManagerLogisticianComputer Network ConsultantComputer ConsultantIT ConsultantTeam MemberAnalystAnalysts

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

Joe Ramirez San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeIndependent ContractorContractorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperAnalystsAccounting AnalystFinancial AnalystOperations ManagerRecruitment

Experience & Education

Position:
Financial Consultant/QuickBooks Expert at JoeRfs (Self-employed), Real Estate Agent/Property...
Title:
Financial Consultant/Services--Real Estate Agent/Property Management at RFP Realty Inc
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
JoeRfs - Santa ClaraFinancial Consultant/QuickBooks Expertsince Aug 1988RFP Realty Inc - Santa ClaraReal Estate Agent/Property Managementsince Aug 1988
Skills:
Real Estate, Investments, Financial Analysis

Ben Petersen Bend, OR

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerCustomer ServiceManager in TrainingSpeakerAdvisorBusiness AdministratorManagersSpokespersonRepresentativePerformerSalesForce AdministratorDatabase Administration ProfessionalDatabase AdministratorBachelor of ScienceBachelors DegreeMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAutomotive SpecialistAutomotive ProfessionalOperations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Bend, Oregon
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Bend, ORFinancial Advisorsince Jun 2013Enterprise Car Sales - San Jose, CAAccount ExecutiveJul 2012 - Apr 2013
Skills:
Energetic Leader, Customer Service, Friendliness, Self-confidence, Determination to Succeed,...
Languages:
English, Spanish

Ravi Balan Chapel Hill, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorDeputy DirectorOperations ManagerDeputy ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors
Location:
Chapel Hill, North Carolina
Industry:
Financial Services
Work history:
The Fairmont Dallas - DallasDirector Group Sales2011 - 2011Hilton Santa Fe Golf, Resort & Spa, New Mexico Assistant Director of Sales2009 - 2011
Skills:
Relationship Marketing, Competitive Analysis, Business Strategy, CRM, Leadership, Team Building,...
Certifications:
Series 7
Series 66

Melanie Ovanezian San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantFinancial AnalystAccounting BookkeeperBookkeeperCounselorAdvisorLogisticianCertified AuditorFinancial Compliance ExaminerAuditorInformation Technology SpecialistIT SpecialistFinancial OfficerFinancial Manager

Experience & Education

Position:
Independent Financial Consultant at Melanie Ovanezian CPA
Title:
CPA - Accounting/Financial Consultant
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Melanie Ovanezian CPA Independent Financial Consultantsince 2006Calient Networks Financial Analyst2004 - 2006



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