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Financial Consultants in Santa Clarita, CA

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53 results found

Juan Guevara Santa Clarita, CA

Professions & Specialties

Financial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceAccounting BookkeeperBookkeeperManagersOperations Manager

Experience & Education

Work

Company:
Jpmorgan securities llc
Financial advisor - van nuys
Company:
Jp morgan chase bank - Sun Valley, CA
Licensed personal banker

Skills

Fluent in English and Spanish both verbally and written Series 7, Series 6, Series 63, Series 65...

Rowley Warner Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerProject ManagerBusiness AdministratorDirectorCorporate ExecutiveChief ExecutiveFinancial OfficerFinancial ManagerProject ManagersOperations ManagerBachelor of Science

Experience & Education

Work

Company:
Rowley a. warner
Financial consultant
Company:
Marketshare partners, llc - Los Angeles, CA
Corporate controller

Ronald Rotelli Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEconomics TeacherSupervisorSupporting MemberClerical SpecialistManagersTeam MemberBachelor of ArtsAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Rap perfessional services llc
Personal finances and financial counselor
Company:
Santa clarita christian school - Canyon Country, CA
Hs economics teacher and jh social sciences

Danika Sanchez Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Infinity wealth management
Financial advisor
Company:
Total financial solutions - Newhall, CA
Financial advisor

Alex Cruz-Salvadores Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerChairpersonChief Executive OfficerOperations ManagerChief ExecutiveCorporate ExecutiveLeaderManagersPurchasing Managers

Experience & Education

Work

Company:
Morgan stanley smith barney
Financial advisor / wealth manager
Company:
Buildingwerks enterprises, llc
President & ceo

James Forsyth Santa Clarita, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Vice President, Investments at The Valencia Group at UBS Financial Services, Inc.
Title:
Financial Advisor, Vice President, Investments. The Valencia Group at UBS Financial Services, Inc
Location:
Valencia, California
Industry:
Financial Services
Work history:
The Valencia Group at UBS Financial Services, Inc. Financial Advisor, Vice President, Investmentssince Nov 2011Morgan Stanley - Valencia, CAFinancial AdvisorJul 1997 - Nov 2011

Gerry Schauer Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerEntertainment ProfessionalEntertainerChief ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerBookkeeperAdvisor

Experience & Education

Work

Company:
Global eagle entertainment
Business unit cfo / strategic financial advisor
Company:
Crest digital inc - Anaheim, CA
Chief operating and financial officer

Skills

CPA, Cash Management, Strategic Planning, Budgeting, Operations

Dave Clark Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonTerritory Sales ManagerChief ExecutiveRegion ManagerSales AgentSales RepresentativeArea ManagerManagers

Experience & Education

Work

Company:
Clear financial & insurance services, inc
President, producer, financial advisor
Company:
Gte/verizon directories corp
Sales rep, district sales manager

Matt Wong Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerBookkeeperManagers

Experience & Education

Work

Company:
Medtronic diabetes
Financial consultant
Company:
Ralphs grocery company - Los Angeles, CA
Manager, corporate planning

Hal Stone Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonOwnerChief ExecutiveSales PersonSales RepresentativeOperations ManagerManagersConstruction AdministratorConstruction Manager

Experience & Education

Work

Company:
Secured investments
Sr. financial advisor - president / owner
Company:
Secured investments - Los Angeles, CA
Sales consultant

Theolo Evangelista Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEmergency Medical TechnicianParamedicTechnicianTechnical SpecialistTechnical Support SpecialistsPatient Support RepresentativeHealthcare SupportSales ManagerResearcherSurvey ResearcherData Scientist

Experience & Education

Work

Company:
Transamerica financial advisors
Financial advisor
Company:
Santa monica ucla emergency room
Emergency trauma technician

Rowena Ilagan Santa Clarita, CA

Professions & Specialties

CollectorFinancial ConsultantRepossessorCollections SpecialistFinancial Services ProfessionalFinancial Services Sales AgentBankerBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Adecco / bank of america - Westlake Village, CA
Home retention specialist, collector i
Company:
Prulife u.k
Financial advisor

Skills

computer literate,costumer service

Karen Postelwait Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales Representative

Experience & Education

Work

Company:
Kinecta federal credit union
Personal financial advisor
Company:
Autoland - Chatsworth, CA
Sales consultant

Karina Soto Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
Baumann springs usa
Customer service/inside sales
Company:
Children's medical center
Financial counselor

Steven Werkheiser Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBoard MemberManagement Team ExecutiveOperations ManagerFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Kingsley capital, inc
Board of directors
Company:
Various companies
Senior financial consultant

William Schulze Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentArea Sales ManagerRegional Sales ConsultantSales Representative

Experience & Education

Work

Company:
Market tech media - Valencia, CA
Western regional sales manager
Company:
Grant bentigen - Marina del Rey, CA
Financial advisor

Farid Mirzababayev Santa Clarita, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberCustomer ServiceClient Service OfficerModelLeaderInvestorManagersPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantOperations ManagerDirector of OperationsSenior Vice PresidentChairpersonVice PresidentChief ExecutiveDeanHigher Education ProfessionalSchool AdministratorEducational ManagerJuris DoctorMaster of ScienceCertified Medical AssistantMedical AssistantHealthcare SupportProperty ManagerReal Estate ManagerMarket Research Analyst

Experience & Education

Position:
Client Service Relationship Banker at Comerica Bank
Title:
Client Service Relations Banker at Comerica Bank
Location:
Canyon Country, California
Industry:
Financial Services
Work history:
Comerica Bank - Beverly Hills, California 90210Client Service Relationship Bankersince Mar 2010Oppenheimer & Co, Inc. - Century City, California 90024Client Service AssociateJul 2008 - Jan 2010
Skills:
Portfolio Management, Entrepreneur, Customer Relations, Team Leadership, Process Improvement, Multi ...
Languages:
English, Russian, Azerbaijani
Financial Advisor Magazine

Kat Kombrinck Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorAdvertising ProfessionalAdvertising Sales AgentRepresentativeOffice AssistantCoordinatorOffice ClerkClerical SpecialistManagersSenior Online LeaderMarket Research AnalystInternet Marketing ManagerWeb MarketerClient Service OfficerData Entry SpecialistData AnalystSalesForce AdministratorData ScientistDatabase Administration ProfessionalDatabase AdministratorChairpersonSales ManagerSales DirectorMarketing ManagerChief Executive

Experience & Education

Position:
Consultant at Self
Title:
Independent Marketing and Sales
Location:
Valencia, California
Industry:
Marketing and Advertising
Work history:
Self - Santa Clarita, CAConsultantsince Oct 2012Single Mothers Outreach Donor Development and RelationsMar 2011 - Nov 2012
Skills:
Email Marketing, Sales Management, Sales, Online Advertising, Marketing Strategy, Marketing...

John Brooks Santa Clarita, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorTreasurerChairpersonOperations ManagerFinancial OfficerFinancial ManagerChief ExecutiveSecretaryAdvertising ProfessionalAdvertising Sales AgentMaster of Science

Experience & Education

Position:
Treasurer/Secretary at Western Publishing Associaton, President at Western Fulfillment Management...
Title:
Director, Marketing Services at BPA Worldwide
Location:
Santa Clarita, California
Industry:
Publishing
Work history:
Western Publishing Associaton Treasurer/Secretarysince Jun 2012Western Fulfillment Management Association Presidentsince Jan 2012
Financial Advisor at Morgan Stanley Investment Man..

Jason Meyer Santa Clarita, CA

Professions & Specialties

Sales PersonSales RepresentativeAdvisor

Experience & Education

Work

Company:
Paychex inc
Sales consultant/ retirement services
Company:
Valencia bmw - Valencia, CA
Senior client advisor/automotive sales

Alexis Moran Santa Clarita, CA

Professions & Specialties

Senior Account ExecutiveSenior Customer Service RepresentativeClient Service OfficerSales ManagerSales DirectorCustomer Service

Experience & Education

Work

Company:
Woodbridge structure funding
Senior account executive
Company:
National satellite systems - Agoura Hills, CA
Sales manager

Mike Hanvey Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalCounselorAdvisorSenior DirectorManagerFinancial DirectorDirectorSenior ManagerOperations ManagerFinancial OfficerFinancial ManagerControllerEntertainment ProfessionalEntertainerMaster of Business AdministrationBachelor of Business AdministrationConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Accounting at NOV Ameron
Location:
Valencia, California
Industry:
Accounting
Work history:
NOV Ameron Accountingsince Apr 2012Ameron International Consultant2011 - 2011
Skills:
Financial Reporting, Variance Analysis

Jon Savitch Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCounselorAdvisorAnalystConstructionProject ManagerAnalystsOwnerDirectorChief ExecutiveOperations ManagerMarketing ManagerProject ManagersCertified Public AccountantControllerFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperRecruitmentBuyerSales RepresentativeBuyer and SellerSEO SpecialistWeb Marketer

Experience & Education

Position:
Realtor at Intero Real Estate Services Inc. Valencia Branch, Consultant at Pacific Pension Group
Title:
Realtor at Intero Real Estate Services Inc. Valencia Branch
Location:
Valencia, California
Industry:
Real Estate
Work history:
Intero Real Estate Services Inc. Valencia Branch - 28255 Newhall Ranch RoadRealtorsince Nov 2012Pacific Pension Group Consultantsince Nov 2009
Financial Advisor and RIA Practice Management Grou..

Roby Marshall Santa Clarita, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerAdvertising ProfessionalAdvertising Sales AgentCustomer ServiceSupervisorManagersSwim InstructorSports Game CoachBachelor of ArtsCorporate ExecutiveChief Executive

Experience & Education

Position:
Account Executive at KHTS Radio
Title:
KHTS Radio Account Executive
Location:
Santa Clarita, California
Industry:
Marketing and Advertising
Work history:
KHTS Radio - Santa Clarita, CAAccount Executivesince Feb 2013Signal Multimedia - Santa Clarita, CAAccount ExecutiveAug 2010 - Feb 2013
Financial Advisor/Supervisor at AIG Financial Advi..

Gary Mcmurrin Santa Clarita, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMathematicsMathematicianTutorOwnerChief ExecutiveSupporting MemberTeam MemberEducatorEducation ProfessionalInstructorMathematical Science TeacherSchool AdministratorEducational ManagerPsychologistWellness and FitnessPsychology SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Representative

Experience & Education

Position:
Mathematics Tutor at StudyPros, Owner at lifebuddies.net, Business Associate at Isagenix International
Title:
Mathematics Tutor at StudyPros
Location:
Santa Clarita, California
Industry:
Investment Management
Work history:
StudyPros - Santa Clarita, CAMathematics Tutorsince Apr 2013Lifebuddies.net Ownersince Jan 2010
Languages:
Spanish
Financial Consultant at Merrill Lynch

Nancy Moret Santa Clarita, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMarketing AdministratorOffice AssistantOffice ClerkClerical SpecialistMarketing ManagerAdvisorCustomer ServiceClient Service OfficerPsychology Specialist

Experience & Education

Work

Company:
Dohler: - Frankfurt Main
Marketing coordinator/executive assistant

Jasmine Mckay Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerCounselorCommunity ManagerAdvisorManagersChief ExecutiveRecreation AssistantResident AdvisorCoordinatorClerkVolunteerActivities AssistantRecreation WorkerClerical SpecialistNon-ProfitMail ClerkPostmasterBachelor of ArtsHigh School Diploma

Experience & Education

Work

Company:
Uh manoa first year programs - Honolulu, HI
Mentor
Company:
Uh student housing services - Honolulu, HI
Community manager

Skills

Staff Development, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Customer Service, Higher...

Mike Hanvey Santa Clarita, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorManagerOperations ManagerControllerBusiness Administrator

Experience & Education

Work

Company:
Nov ameron - pole products division
Accounting manager/controller
Company:
Warner music group
Sr. director of shared services accounting

Jim Gonzalez Santa Clarita, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentClient Service OfficerManagerOperations ManagerCustomer ServiceAutomotive SpecialistAutomotive ProfessionalMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Service Advisor at Center Acura
Location:
Newhall, California
Industry:
Retail
Work history:
Center Acura - Sherman OaksService Advisorsince Dec 2011Honda of Downtown Los Angeles - Los AngelesParts ManagerJun 2011 - Dec 2011
Financial Advisor at Smith Barney

Maria Calero Santa Clarita, CA

Professions & Specialties

Financial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeSupervisorBusiness AdministratorManagersChief Administrative OfficerDirectorFinancial ManagerChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Wamu investments inc - Irvine, CA
Settlement processor ii
Company:
Wm financial services / wamu investments inc - Irvine, CA
Client services representative

Skills

Bilingual in spanish

Eileen Cisneros Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer ServiceCounter ManagerSales RepresentativeReceptionistFront Desk ClerkAdvisorFront Office ReceptionistHigh School Diploma

Experience & Education

Work

Company:
Barrington staffing - Valencia, CA
Clerical
Company:
Explorer insurance company - Valencia, CA
Marketing assistant/customer service rep

Skills

Bilingual Spanish/English Excellent Customer Service Computer Knowledge Excellent Office Experience

Roby Marshall Santa Clarita, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerChief Executive OfficerCorporate ExecutiveChief ExecutiveCustomer ServiceManagersManufacturing LaborerLaborerSports Game Coach

Experience & Education

Work

Company:
The signal newspaper - Valencia, CA
Account executive
Company:
Santa clarita athletic club - Newhall, CA
General manager

Paul Goldberg Santa Clarita, CA

Professions & Specialties

Photo EditorRetoucherPhoto Print SpecialistPhotography SpecialistTechnical WriterTechnical CommunicatorAuthorSystems AnalystIT AnalystAnalysts

Experience & Education

Work

Company:
Four company data centers
Standard photo editor
Company:
Tetratech, inc
Technical writer

Christine Pierce Santa Clarita, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsDevelopment DirectorDirectorHR ManagerManagers

Experience & Education

Work

Company:
Glendale adventist medical center
Business operations/development manager
Company:
Bariatric partners
Director, marketing & development

Alejandra Corrales Santa Clarita, CA

Professions & Specialties

Administrative AssociateAdministrative ClerkClerical SpecialistTax PreparerTax AccountantAgentSales RepresentativeOwnerChief Executive

Experience & Education

Work

Company:
Valley tax
Administrative assistant to owner-enrolled agent and tax preparer
Company:
Spanishgirl bookkeeping and administrative services (self owned.)
Owner

Skills

Fluent in Spanish. I read, speak and write it fluently.

Jake Armbruster Santa Clarita, CA

Professions & Specialties

Financial Services Sales AgentAssistant ManagerManagersAgentSales RepresentativeFront Office ReceptionistReceptionist

Experience & Education

Work

Company:
Abercrombie and fitch
Assistant manager
Company:
Vidsec security - Valencia, CA
Surveillance agent

Poonam Pahwa Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing AdministratorMarketing ManagerSales ManagerSales DirectorStudent Worker

Experience & Education

Work

Company:
Mar vista family center
Marketing coordinator
Company:
Wsp group
Marketing assistant

Timothy Weinzirl Santa Clarita, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveOperations ManagerBusiness ManagerBusiness AdministratorAnalystsBachelor of ScienceClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Performance wax industries
Owner
Company:
Iolo technologies - Los Angeles, CA
Strategic business manager

Gerald Griffin Santa Clarita, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeCounselorAdvisorCertified Medical AssistantMedical AssistantHealthcare Support

Experience & Education

Work

Company:
Westwood ucla health systems
Healthcare specialist 3
Company:
Westwood ucla health systems - Westwood, CA
Member of the ambulatory care team 2

Dennis Kotzman Santa Clarita, CA

Professions & Specialties

Mortgage BrokerMortgage SpecialistLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentNurseNurse Practitioner

Experience & Education

Specialties:
Luxury homes, First time home buyers
Work:
CFC Mortgage Bankers
Valencia, CA
(661) 755-0954 (Phone)
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
Photography, Personal Finance, and Business Investing.
Languages:
English
About:
My clients know me for being knowledgeable, professional, and easily approachable. In fact, many...
but I am also an experienced financial advisor

Michael Ross San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerMaster of Business AdministrationVice PresidentChief Executive

Experience & Education

Position:
Corporate Controller at Telmate LLC
Title:
Corporate Controller at Telmate
Location:
San Francisco Bay Area
Industry:
Telecommunications
Work history:
Telmate LLC - San Francisco, CACorporate Controllersince Jul 2012Infrastructure Networks Inc. - Houston, Texas AreaFinancial consultantJan 2012 - Dec 2012

Jay Panico Los Angeles, CA

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersAssistant Vice PresidentVice PresidentChief ExecutiveRelationship ManagerAccount Service ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceOperations ManagerCommunity Service ManagerCredit AnalystFinancial AnalystLoan AccountantBusiness AnalystBusiness AdministratorManagersAnalystsHuman Resources SpecialistRecruitmentGovernment Administration ProfessionalProperty ManagerReal Estate ManagerData Entry SpecialistData Scientist

Experience & Education

Position:
Assistant Vice President Relationship Manager at JPMorgan Chase
Title:
Assistant Vice President Small Business Relationship Manager at JPMorgan Chase
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
JPMorgan Chase - NorthridgeAssistant Vice President Relationship Managersince Apr 2011Wells Fargo Bank - Valencia, CAPersonal BankerAug 2010 - Mar 2011

Justin Duncombe Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerSecurityPrinting SupervisorPrint WorkerPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Thrivent Financial for Lutherans
Title:
Graduate of Brandeis University
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Greater Los Angeles AreaFinancial Advisorsince Sep 2012College Bound Strategies - Santa Clarita, CABusiness DevelopmentJun 2011 - Sep 2012
Certifications:
Certified College Planning Specialist, National Institute of College Planners
Series 7, FINRA

James Duncombe Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorInformation Technology SpecialistIT SpecialistMarketing AdministratorMarketing ManagerOperations Manager

Experience & Education

Position:
Financial Consultant at Thrivent Financial
Title:
Financial Consultant
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Thrivent Financial - Santa Clarita CAFinancial Consultantsince Oct 2002College Bound Strategies, LLC - Santa ClaritaConsultant2010 - Oct 2012

Jermaine Carter Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Financial Advisor at Capstone Partners Financial and Insurance Services
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Capstone Partners Financial and Insurance Services Financial Advisorsince Jun 2013Northwestern Mutual - Woodland Hills, CAFinancial RepresentativeApr 2009 - Jun 2013

Mitchell Kussoy Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor, Vice President Investments at USbancorp Investments, Inc
Title:
Senior Financial Advisor / Vice President at USbancorp Investments, Inc
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
USbancorp Investments, Inc Senior Financial Advisor, Vice President Investmentssince Mar 2013JP Morgan Securities Financial Advisor / VP InvestmentsOct 2008 - Feb 2013

Michael Remington Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Chase Investment Services Corp
Title:
Financial Advisor at Chase Investment Services Corp.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Chase Investment Services Corp - Santa Clarita CAFinancial Advisorsince Jun 2011

Lisa Drago Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing DirectorChief ExecutiveRelationship ManagerAccount Service ManagerClient Service OfficerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvertising ProfessionalAdvertising Sales AgentCustomer ServiceVice PresidentSales RepresentativeBachelor of Science

Experience & Education

Title:
Regional Vice-President Sales and Marketing
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Kennedy Wealth Management - 23901 Calabasas Rd. Suite 1000, Calabasas, CA 91302Marketing Director/Client Relationship ManagerMar 2013 - May 2013Professional Tax and Financial Services - 25124 Springfield Court, Suite 260, Santa Clarita, CA 91355Marketing DirectorNov 2011 - Mar 2013
Skills:
Annuities, Alternative Investments, Asset Management, Series 6, Real Estate Investment, Mutual...
Internet Marketing for the Financial Advisor by AdvisorWorld

Danika Sanchez Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveAdministrative AssociateAdministrative ClerkClerical SpecialistOffice ClerkAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at M.O.R.E. Solutions
Title:
Owner of M.O.R.E. Solutions
Location:
Greater Los Angeles Area
Industry:
Computer Hardware
Work history:
M.O.R.E. Solutions - Santa Clarita, CAOwnersince Jul 2012Cosmic Sales, Inc - Valencia, CAAdministrative AssistantJan 2012 - Jul 2012
Skills:
Creative Problem Solving, Customer Experience, Adult Education
Financial Advisor at INFINITY WEALTH MANAGEMENT

Jerry Citarella Los Angeles, CA

Professions & Specialties

OwnerChairpersonChief ExecutiveAuthorGuideTour GuideFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Professional / Owner at Infinity Wealth Management, Author / Trainer / President at The...
Title:
Financial Professional / Owner
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Infinity Wealth Management - 23734 Valencia Blvd., Suite 301, Valencia, CA 91355Financial Professional / Ownersince Dec 2008The Truth Helps Corp. - Los Angeles, CAAuthor / Trainer / Presidentsince Jan 2010
Financial Advisor/Planned Giving Specialist at Pac..



Financial Consultants near Santa Clarita, CA0285684112140Woodland HillsVan NuysNorth HollywoodCalabasasNorthridgeSimi ValleySan FernandoChatsworthSylmar