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Financial Consultants in California

Financial Consultants in Santa Cruz, CA

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26 results found

Eduardo Ortega Santa Cruz, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Advisor

Experience & Education

Work

Company:
Bmw of monterey peninsula
Sales & financial consultant
Company:
Gwen koda - Watsonville, CA
Hospice care giver

Skills

*Provides excellent and professional customer service*Easily establishes and maintains effective...
Full Profile

Lynne Murphy Santa Cruz, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Managers • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Santa Cruz, California
Industry:
Financial Services
Work history:
Morgan Stanley - Santa Cruz, CaFinancial Advisorsince Jan 2012Charles Schwab - Los Gatos, CaClient Service Associate2008 - Dec 2011
Languages:
French
Certifications:
AAMS (Accredited Asset Management Specialist), College for Financial Planning
California Life and Health Insurance License
Full Profile

Reginald Sunga San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • School Principal • School Administrator • Educational Manager • Chairperson • Treasurer • Chief Executive • Financial Officer • Financial Manager • Webmaster • Web Developer • User Interface Designer • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Princor Registered Representative/Financial Advisor at The Principal Financial Group, President,...
Title:
Princor Registered Representative/Financial Advisor at The Principal Financial Group
Location:
San Jose, California
Industry:
Financial Services
Work history:
The Principal Financial Group - San Jose, CaliforniaPrincor Registered Representative/Financial Advisorsince Mar 2013EXCEL Soccer Club - Santa Cruz, CAPresident, Treasurer and Webmastersince Mar 2003
Skills:
Financial Needs Analysis, Business Succession Planning, Wealth Accumulation, Retirement Planning,...
Languages:
Tagalog
Full Profile

Richard Kapchuk Santa Cruz, CA

Professions & Specialties

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

Experience & Education

Position:
Associate Vice President, Financial Advisor at Morgan Stanley Wealth Management
Title:
CFP®, CRPC®, Associate Vice President, Financial Advisor At Morgan Stanley Wealth Management
Location:
Santa Cruz, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Santa Cruz, CAAssociate Vice President, Financial Advisorsince Nov 2011Ameriprise Financial Advisors Financial Advisor CFP®, CRPC®Aug 2001 - Oct 2011
Full Profile

James Slane San Jose, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • School Administrator • Educational Manager

Experience & Education

Position:
Sr. Private Client Advisor at Bank of the West BNP Paribas Group
Title:
Private Client Advisor at Bank of the West
Location:
San Jose, California
Industry:
Financial Services
Work history:
Bank of the West BNP Paribas Group - San Jose, Santa Cruz, Monterey, Pebble BeachSr. Private Client Advisorsince Dec 2011Chase - Scotts Valley, CAFinancial Advisor2009 - 2011
Certifications:
Certified Wealth Strategist, Cannon Financial
Full Profile

Richard Delaney Santa Cruz, CA

Professions & Specialties

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

Experience & Education

Position:
Private Client Advisor, Vice President at J.P.Morgan Chase, N.A. at J.P. Morgan Chase Bank, N.A
Title:
Private Client Advisor, Vice President at J.P. Morgan Chase, N.A.
Location:
Santa Cruz, California
Industry:
Financial Services
Work history:
J.P. Morgan Chase Bank, N.A - Santa Cruz, CaliforniaPrivate Client Advisor, Vice President at J.P.Morgan Chase, N.A.since Aug 2012Chase Investment Services Corp. Financial AdvisorFeb 2010 - Aug 2011
Skills:
Microsoft Office
Full Profile

Christopher Balthasar Santa Cruz, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founding Member • Chief Executive • General Counsel • Of Counsel • Jurist • Legal Counsel

Experience & Education

Work

Company:
Merrill lynch - San Jose, CA
Financial advisor
Company:
Morgan stanley smith barney - Santa Cruz, CA
Founding member and general counsel
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James Gahagan Santa Cruz, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Professional Emeritus at The Prudential Insurance Company of America
Title:
Financial Advisor
Location:
Santa Cruz, California
Industry:
Financial Services
Work history:
The Prudential Insurance Company of America - Santa Cruz,CAFinancial Professional Emeritussince Sep 1996
Full Profile

Kyle Sharp Santa Cruz, 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 Edward Jones
Location:
Santa Cruz, California
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Sep 2009
Full Profile

Ricardo Espinoza Santa Cruz, CA

Professions & Specialties

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

Experience & Education

Position:
Independent Consultant at Rex Rossi LLC
Title:
Financial Consultant
Location:
Santa Cruz, California
Industry:
Financial Services
Work history:
Rex Rossi LLC - San Jose, CAIndependent Consultantsince Jan 2010
Full Profile

Barbara Taylor Santa Cruz, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Supporting Member • Advisor • Office Clerk • Clerical Specialist • Team Member

Experience & Education

Work

Company:
Canepa
Executive assistant
Company:
Morgan stanley - Santa Cruz, CA
Client service associate/financial advisor assistant
Full Profile

Lajoi Whitten Santa Cruz, CA

Professions & Specialties

Executive • Substitute Teacher • Educator • Education Professional • Instructor

Experience & Education

Work

Company:
The wellness company
Independent marketing executive
Company:
Hawthorne school district
Substitute teacher
Full Profile

Margaret Waruingi Santa Cruz, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Title Examiner

Experience & Education

Title:
Real Estate
Location:
Santa Cruz, California
Industry:
Real Estate
Work history:
Apple One - City of OaklandCustome Service Temp for Section 8 HousingSep 2009 - Feb 2010First American Title - MontclairEscrow AssistantApr 2009 - Aug 2009
Financial Advisor at Waddell & Reed
Full Profile

Joshua Pastor Santa Cruz, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Team Member

Experience & Education

Work

Company:
Dsg technologies
Finance & operations manager
Company:
Jpmorgan chase - Monterey, CA
Licensed personal banker
Full Profile

Mark Silva Santa Cruz, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Project Manager • Counselor • Senior Advisor • Advisor • Project Managers • Supervisor • Business Administrator • Managers • Operations Manager • Accounting Clerk • Income Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Preparer • Tax Accountant • Bachelor of Science

Experience & Education

Work

Company:
Ignite consulting, llc
Project manager/senior consultant
Company:
Company, inc
Superior consultant
Full Profile

Frank Santana Santa Cruz, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • SalesForce Administrator • Database Administration Professional • Database Administrator • Analyst • Business Analyst • Analysts • Sales Executive • Sales Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Contractor
Certified salesforce administrator
Company:
Datawatch
Sales executive, western u.s
Full Profile

Daniela Zuanich Santa Cruz, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Officers • Sales Account Associate • Client Service Officer • Sales Executive • Customer Service • Sales Manager • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Niemann capital management, inc - Scotts Valley, CA
East coast sales associate
Company:
World group financial, inc - San Jose, CA
Sales / retail / customer service
Full Profile

Michael Faherty Santa Cruz, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Graphic Design Specialist • Graphic Designer • Matlab Developer • Software Developer • Software Developers • Music Artist • Musicians • Sales Account Associate • Sales Executive • Crewman • Team Member • Bachelor of Science • Mathematics • Mathematician • Sales Manager

Experience & Education

Work

Company:
Trinity irish pub (dubliner llc) - Atlantic City, NJ
Server assistant/ expediter
Company:
The richard stockton college of new jersey - Pomona, NJ
Research

Skills

CADD, Graphic Design, MATLAB, Professional Musician
Full Profile

Laura Ferguson San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Licensed Personal Banker at Chase Investment Services Corp.
Title:
Personal Banker at JPMorgan Chase
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Chase Investment Services Corp. - Santa Cruz, CALicensed Personal Bankersince Sep 2011VALIC Financial Advisor2007 - Jul 2011
Full Profile

Tatro Kyle San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor at Principal Financial Group
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Principal Financial Group - San Jose, CASenior Financial Advisorsince Jan 2008Northwestern Mutual - San Francisco, CAFinancial AdvisorJun 2006 - Jan 2008
Full Profile

Luis Gil San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager • Volunteer • Non-Profit • Master of Science • Mathematics • Research Assistant • Researcher • Survey Researcher • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Sales Associate at Rochdale Investment Management
Title:
Sales Associate at City National Rochdale
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Rochdale Investment Management - San Francisco Bay AreaSales Associatesince Jan 2012FXCM FX Sales AssociateMar 2010 - May 2011
Languages:
Spanish
Directly assisted financial advisor
Full Profile

Christine Farmer Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Legal Administrator • Lawyers • Coordinator • Counselor • Managers • Advisor • Leader • Non-Profit • Bartender • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainment Professional • Animator • Entertainer • Bachelor of Arts • Student Worker

Experience & Education

Position:
Coordinator at GameMentorOnline- Women In Games International, Senior Legal Administrator at...
Title:
Senior Legal Administrator at Paramount Pictures
Location:
Greater Los Angeles Area
Industry:
Legal Services
Work history:
GameMentorOnline- Women In Games International - Greater Los Angeles AreaCoordinatorsince Sep 2012Paramount Pictures - Los Angeles, CASenior Legal Administratorsince Apr 2011
Skills:
Social Media, Flash, Maya, Research, Microsoft Office, Microsoft Excel, Legal Research, Legal...
Financial Consultant Assistant at Wells Fargo Fina..
Full Profile

David Anderson San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive • Bachelor of Science

Experience & Education

Position:
Real Estate Agent at Anderson Christie, Inc.
Title:
Real Estate Agent at Anderson Christie Real Estate
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Anderson Christie, Inc. - Santa Cruz, CAReal Estate Agentsince Apr 2009Linda Burroughs Real Estate Real Estate AgentJun 2007 - Apr 2009
Financial Advisor at Burroughs Financial Services
Full Profile

David Baer San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Director • General and Operations Manager • Director of Operations • Operations Manager • Consumer Goods Professional • Commodities Clerk • Manager • Senior Manager • Database Administration Professional • Database Administrator

Experience & Education

Position:
COO at Blithe and Bonny
Title:
COO, Blithe and Bonny
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Blithe and Bonny - Santa Cruz, CACOOsince Jan 2010Boundary - Mountain View, CADirector, Sales OperationsNov 2012 - May 2013
Skills:
Salesforce.com, Sales, Sales Management, Sales Process, Marketing Management, Sales Operations,...
Financial Consultant at Smith Barney
Full Profile

Dan Pham San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Program Director • Operations Manager • Software Engineer • Information Technology Specialist • Technical Support Specialist • Software Developers • IT Specialist • Systems Support Specialist • Support Specialists • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Managers • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Researcher • Survey Researcher • Market Research Analyst

Experience & Education

Position:
Enterprise Program Manager at Google
Title:
Program Manager, Google Enterprise
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Google - Mountain View, CAEnterprise Program Managersince Aug 2012Google - Mountain View, CATechnical Support & Operations StrategistDec 2010 - Aug 2012
Skills:
Vendor Management, Workflow Design, Escalation Management, Product Support, Customer Satisfaction,...
Financial Consultant at Mason-McDuffie Mortgage
Full Profile

Cindy Mandarino San Mateo, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Certified Nurse Aide • Nurse • Nurse Practitioner • Data Typist • Team Member • Computer Operator Specialist • Psychology Specialist • Bachelor of Science • Psychologist • Retail Salesperson

Experience & Education

Work

Company:
Franklin templeton investments - San Mateo, CA
Client service analyst
Company:
South san francisco & san francisco - South San Francisco, CA
Teacher
Full Profile

Financial Consultants near Santa Cruz, CA073146219292365San JoseSunnyvaleSanta ClaraCupertinoCampbellLos GatosMontereyLos AltosCapitolaWatsonville


Financial Consultants around Santa Cruz, CA

Aptos  (3)
Ben Lomond  (1)
Campbell  (44)
Capitola  (11)
Cupertino  (44)
Los Altos  (14)
Los Gatos  (33)
Monterey  (26)
Mount Hermon  (1)
Pebble Beach  (1)
San Jose  (361)
Santa Clara  (80)
Saratoga  (8)
Soquel  (5)
Sunnyvale  (90)
Watsonville  (10)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (26)