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Financial Consultants in California

Financial Consultants in Santa Monica, CA

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117 results found

Clark Aliano Venice, CA

Professions & Specialties

Loan Specialist • Financial Consultant • Certified Mortgage Planner • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Advisor • Counselor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Managers • Marketing Manager • Operations Manager • Senior Customer Service Representative • Client Service Officer • Sales Representative • Customer Service • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Mortgage Advisor / Financial Consultant at The Aliano Group
Title:
Jumbo Mortgage Loan Specialist - Venice, California
Location:
Venice, California
Industry:
Financial Services
Work history:
The Aliano Group - Venice, CAMortgage Advisor / Financial Consultantsince Aug 2010Dolphin Mortgage Corporation - Westlake Village, CACEO / PresidentAug 1994 - Jul 2010
Skills:
Mortgage Planning, Mortgage Banking, Mortgage Underwriting, Account Management, Sales Management,...
Certifications:
Nationwide Mortgage Licensing System & Registry (NMLS)
Real Estate License (Broker), California Department of Real Estate
Full Profile

Maricela Jauregui Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Independent Contractor • Contractor • Independent Business Owners • Marketing Manager • Operations Manager • Compliance Manager • Organization Management • Managers • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Vice President, Member Services at South Bay Credit Union, Self Employed at Independent Financial...
Title:
Vice President, Member Services at South Bay Credit Union
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
South Bay Credit Union - Redondo Beach, CAVice President, Member Servicessince Feb 2013Independent Financial Consultant - Greater Los Angeles AreaSelf Employedsince Jul 2012
Languages:
English, Spanish
Full Profile

Austin Trees Los Angeles, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Apprentice • Student Worker • Financial Manager • Corporate Executive • Chief Executive • Financial Officer • Bachelor of Science • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction Specialist • Construction Laborer

Experience & Education

Position:
Financial Advisor Services Intern at Dimensional Fund Advisors, Assistant Portfolio Manager at...
Title:
Financial Advisor Services at Dimensional Fund Advisors
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Dimensional Fund Advisors - Santa Monica, CAFinancial Advisor Services Internsince Apr 2013University of Kansas - Lawrence, KSAssistant Portfolio Managersince Sep 2012
Skills:
Microsoft Office, Portfolio Management, Financial Modeling, Bloomberg Terminal, Capital IQ,...
Full Profile

Michael Lindman Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainment Professional • Entertainer • Business Administrator • Chief Administrative Officer • Corporate Executive • Chief Executive • Operations Manager • Bachelor of Arts • Student Worker • Data Entry Specialist • Data Scientist

Experience & Education

Position:
Investment Associate at City National Bank
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
City National Bank - Beverly Hills, CAInvestment Associatesince Mar 2013Merrill Lynch Wealth Management - Century City, CAFinancial AdvisorJun 2012 - Mar 2013
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Antonio Spears Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Speaker • Business Consultant • Non-Profit • Advisor • Team Member • Spokesperson • Representative • Movie Producer • Film and Video Producer • Art Producer • Media Producer • Managers • Entertainer • Trust Law Attorney • Lawyers • Project Managers • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor Associate, Wealth Management at Morgan Stanley, Corporate Business...
Title:
Morgan Stanley Financial Advisor Associate, Film/TV Producer, Consultant & Key Note Speaker
Location:
Beverly Hills, California
Industry:
Investment Management
Work history:
Morgan Stanley - Beverly Hills, CaliforniaFinancial Advisor Associate, Wealth ManagementDick Clark Productions - Santa Monica, CACorporate Business Development/Digital Content Producersince 2009
Skills:
Estate Planning, Wealth Management, Strategic Financial Planning, Wealth, Investments, Public...
Full Profile

Micah Reed Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Corporate Executive • Chief Executive • Vice President • Advisor

Experience & Education

Position:
Senior Account Representative at Rosland Capital
Location:
Los Angeles, California
Industry:
Financial Services
Work history:
Rosland Capital - Santa Monica, CASenior Account Representativesince May 2012Merrill Lynch Financial Advisor (PBIG)Apr 2011 - May 2012
Full Profile

Myles Mumford Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Drivers • Partner • Chief Executive • Advertising Professional • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Team Member • Entertainer

Experience & Education

Position:
Corporate Development & FPA at SocialVibe
Title:
Corporate Development at SocialVibe
Location:
Los Angeles, California
Industry:
Internet
Work history:
SocialVibe - Greater Los Angeles AreaCorporate Development & FPAsince Mar 2012Quant Media Advisors - Santa Monica, CAFinancial ConsultantOct 2011 - Mar 2012
Full Profile

Gordon Cummings Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Non-Profit • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Title:
Entrepreneur & Open To New Oppurtunities
Location:
Santa Monica, California
Industry:
Financial Services
Work history:
Merrill Lynch - West Palm BeachFinancial AdvisorMar 2012 - Apr 2013Palm Beach Yachts & Motorsport Museum - Palm Beach, FLPublic RelationsJan 2012 - Mar 2012
Certifications:
General Securities Registered Representative, FINRA
Uniform Combined State Law, FINRA
Full Profile

Paul Shapiro Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Director • Vice President of Finance • Financial Officer • Financial Manager • Vice President • Chief Executive • Counselor • Production Assistant • Volunteer • Advisor • Manufacturing Laborer • Laborer • Non-Profit

Experience & Education

Position:
Interim CFO at Catchpoint Systems Inc, Interim VP Finance & [formerly] CFO at EdgeCast, Member, ...
Title:
CPA, Interim CFO and Finance Consultant
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Catchpoint Systems Inc Interim CFOsince Apr 2009EdgeCast - Santa Monica, CAInterim VP Finance & [formerly] CFOsince Oct 2007
Skills:
Start-up Consulting, Financial Modeling, Financial Accounting
Full Profile

Mark Tabit Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Operations Manager • Marketing Manager • Chief Executive • Dean • Higher Education Professional • School Administrator • Educational Manager • Bachelor of Business Administration • Associate of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Advisor Investments at Merrill Lynch
Title:
SVP Merrill Lynch
Location:
Santa Monica, California
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor Investmentssince Sep 2008Wachovia Securities SVP InvestmentsJan 2005 - Sep 2008
Full Profile

Andy Yin Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Associate • Senior Project Manager • Senior Manager • Operations Manager • Supporting Member • Team Member • Research Assistant • Researcher • Survey Researcher • Director • Project Managers • Chief Executive • Speaker • Compliance Officer • Analysts • Managers • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Associate at Dimensional Fund Advisors
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Dimensional Fund Advisors - Santa Monica, CASenior Associatesince Mar 2013PIMCO Senior Project Manager - Business Solutions GroupJan 2013 - Feb 2013
Skills:
Fixed Income, Portfolio Management, Asset Management, Valuation, Analysis, Asset Managment,...
Financial Advisor Services
Full Profile

Tony Walsh Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Dicker, Fitzpatrick & Associates
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Dicker, Fitzpatrick & Associates - Santa Monica, CAFinancial Advisorsince Apr 2013Northwestern Mutual - Greater Los Angeles AreaFinancial RepresentativeNov 2011 - Apr 2013
Skills:
Life Insurance, Disability Insurance, Leadership, Business Development, Retirement Planning
Full Profile

Jacob Schkud Beverly Hills, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Captain • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Real Estate Sales Agent • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service

Experience & Education

Position:
Financial Advisor Associate at Morgan Stanley Wealth Management, Investment Specialist at Coldwell...
Title:
Financial Advisor Associate at Morgan Stanley Wealth Management
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisor Associatesince Apr 2013Coldwell Banker Commercial WESTMAC Investment Specialistsince Nov 2011
Full Profile

Gordon Cummings Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch
Financial advisor

Skills

Series 7 General Securities Registered Representative May 12 / Series 66 Uniform Combined State Law ...
Full Profile

Jim Mckenzie Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Financial Director • Chairperson • Chief Executive Officer • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Corporate Executive • Advisor • Independent Contractor • Philanthrope • Contractor • Non-Profit • Independent Business Owners • Management Team Executive • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Lawyers • Recruitment

Experience & Education

Position:
Independent Business and Financial Consultant at Independent - Self Employed
Title:
Chief Troubleshooter - Operations, Finance, Organizational Executive and Advisor with COO and CFO Experience
Location:
Greater Los Angeles Area
Industry:
Management Consulting
Work history:
Independent - Self Employed - Westlake Village, CAIndependent Business and Financial Consultantsince 2011National Academy of Sports Medicine - Calabasas, CAPresident, COO and CFO2005 - 2011
Certifications:
Certified Public Accountant
Full Profile

Sharon Hart Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Bank of america / merrill lynch - Santa Monica, CA
Financial advisor
Full Profile

Shawn Jaberzadeh Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Regional Director at Dimensional Fund Advisors
Title:
Dimensional Fund Advisors
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Dimensional Fund Advisors - Santa Monica, CARegional Directorsince Apr 2006UCLA Fund - West LA ChapterYoung Alumni Development CouncilJun 2011 - Jun 2012
..a regional director in Dimensional's Financial Advisor Services group
Full Profile

Krassi Griffin Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager Consulting • Operations Manager • Counselor • Advisor • Agent • Sales Representative • Master of Business Administration • Bachelor of Science • Master of Science • Automotive Professional • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
New Business Development Consultant. Sales & Marketing at Lou Marks & Sons, Equity Trading...
Title:
Experienced Business Consulting Manager
Location:
Marina Del Rey, California
Industry:
Management Consulting
Work history:
Lou Marks & Sons - Greater Los Angeles Area, CANew Business Development Consultant. Sales & Marketingsince Oct 2012Scottrade - Santa Monica, CAEquity Tradingsince Mar 2009
Languages:
Bulgarian
Full Profile

Joseph Auday Santa Monica, 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 Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Santa Monica, California
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Sep 2012
Languages:
English, Spanish
Certifications:
Chartered Retirement Planning Counselor, College For Financial Planning
Full Profile

Kim Merritt Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Program Director • Operations Manager • Partner • Founder • Founding Member • Chief Executive • Construction • Master of Business Administration • School Administrator • Educational Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor, Global Wealth Management at Merrill Lynch
Location:
Santa Monica, California
Industry:
Financial Services
Work history:
Merrill Lynch - Santa Monica, CAFinancial Advisorsince Mar 2012UCLA Business of Science Center Venture Team Program ManagerSep 2010 - Mar 2012
Full Profile

Martin Sobolewski Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Region Manager • Senior Associate • Area Manager • Managers • Supporting Member • Team Member • Analysts • Paralegal • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Director at Dimensional Fund Advisors
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Dimensional Fund Advisors - Santa Monica, CARegional Directorsince Dec 2012Dimensional Fund Advisors Senior AssociateMar 2010 - Dec 2012
Languages:
French
Senior Associate in Financial Advisor Services Group
Full Profile

Charles Cline Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Vice President - Investments at J.P. Morgan Securities, L.L.C.
Title:
Vice President Investments at J.P. Morgan
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
J.P. Morgan Securities, L.L.C. - Santa Monica, CAVice President - Investmentssince May 2013Merrill Lynch - Greater Los Angeles AreaFinancial Advisor2011 - May 2013
Full Profile

David Malayil Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Peripheral Leasing at Macerich
Title:
Vice President at Macerich
Location:
Greater Los Angeles Area
Industry:
Commercial Real Estate
Work history:
Macerich - Santa Monica, CAVice President - Peripheral Leasingsince Aug 2003Merrill Lynch Financial ConsultantSep 1999 - Sep 2002
Skills:
Asset Managment, Due Diligence, Real Estate, Leases, Real Estate Development, Real Estate...
Full Profile

Catalina Sis Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Entertainment Professional • Entertainer • Account Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction

Experience & Education

Position:
Senior Financial Analyst at The Walt Disney Company
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
The Walt Disney Company Senior Financial Analystsince Aug 2009Goetzman Group Financial ConsultantDec 2006 - Aug 2009
Languages:
Spanish
Full Profile

Amarien Pittman Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Student Advisor • Instructor • Pedagogue • Counselor Education Professor • Educational Counselor

Experience & Education

Work

Company:
Savannah college of art and design (scad) - Savannah, GA
Academic and financial advisor
Company:
Savannah college of art and design (scad) - Savannah, GA
Instructor, first year experience course

Skills

Professional: Research, Writing, Time Management, Organization, Social Media, Presentations...
Full Profile

M. Burchell Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Vice President • Operations Manager • Chief Executive

Experience & Education

Work

Company:
The bank of new york mellon corporation
Wealth director
Company:
Massmutual - Beverly Hills, CA
Financial advisor
Full Profile

John Paul Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Sales Representative

Experience & Education

Title:
Independent Financial Analyst
Location:
Santa Monica, California
Industry:
Financial Services
Work history:
Fisher Investments - San MateoAccount Executive2010 - 2011AXA - San FraniscoFinancial AdvisorSep 2009 - Dec 2009
Full Profile

Daniel Sarraf Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Center Manager • Banker • Operations Manager • Director of Operations • Representative • Client Service Officer • Customer Service • Student Worker • Data Scientist

Experience & Education

Work

Company:
Coast national sales
Business operations manager
Company:
Gerber kawasaki wealth management - Santa Monica, CA
Financial advisor/investment representative
Full Profile

Ronald Chiang Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant

Experience & Education

Work

Company:
Ribenks corporation
Corporate accountant
Company:
Green charge networks, llc
Financial consultant
Full Profile

J. Marin Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive

Experience & Education

Work

Company:
Social finance, inc
Director of sales / executive director
Company:
Merrill lynch
Financial advisor
Full Profile

Joseph Denzinger Santa Monica, 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 Monica, California
Industry:
Financial Services
Work history:
Merrill Lynch - Beverly Hills, CAFinancial Advisorsince Oct 2012Merrill Lynch FA2012 - 2012
Languages:
Spanish
Full Profile

Daniel Sarraf Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Center Manager • Banker • Operations Manager • Director of Operations • Representative • Client Service Officer • Customer Service • Student Worker • Data Scientist

Experience & Education

Work

Company:
Coast national sales
Business operations manager
Company:
Gerber kawasaki wealth management - Santa Monica, CA
Financial advisor/investment representative
Full Profile

Don Broumandi Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Advisor • Managers • Psychology Specialist

Experience & Education

Work

Company:
Allied funds llc
Director, business development
Company:
Ubs financial services, inc
Financial advisor
Full Profile

Don Broumandi Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Advisor • Managers • Psychology Specialist

Experience & Education

Work

Company:
Allied funds llc
Director, business development
Company:
Ubs financial services, inc
Financial advisor
Full Profile

Bruce Weinstein Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Mutual of omaha
Financial advisor
Company:
Combined insurance
Account executive/sales and marketing
Full Profile

Philip Liva Santa Monica, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Cbiz mhm - Los Angeles, CA
Staff accountant in the litigation department
Company:
Cowan financial group - New York, NY
Financial advisor
Full Profile

Christopher Starling Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Customer Service Associate • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Wells fargo
Financial advisor associate
Company:
Bank of america - Beachwood, OH
Customer service associate
Full Profile

Seth Epstein Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Business Administrator • Student Worker • Operations Manager

Experience & Education

Work

Company:
Charles schwab - Century City, CA
Financial consultant
Company:
Morgan stanley - Beverly Hills, CA
Associate
Full Profile

Jeremy Heffernan Los Angeles, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Senior Associate • Manager • Regional Vice President • Operations Manager • Vice President • Chief Executive • Agent • Sales Agent • Sales Representative • Advisor • Counselor • Supporting Member • Team Member • Host • SalesForce Administrator • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Services Professional • Sales and Service Specialist

Experience & Education

Position:
Senior Associate - West Coast Regional Manager at Wilshire Associates
Title:
Senior Associate at Wilshire Associates
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wilshire Associates - Santa Monica, CASenior Associate - West Coast Regional Managersince Jul 2012Genworth Financial Wealth Management Regional Vice PresidentMay 2011 - Jun 2012
Skills:
Series 7, Mutual Funds, Annuities, Options, Asset Allocation, Financial Advisory, Alternative...
Languages:
English, French
ActiFi Financial Advisor Practice Management
Full Profile

Richard Loesing Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Administrator • Educational Manager

Experience & Education

Address:
Santa Monica, CA 90404
Phone:
(513) 238-5690 (Office)
Licenses:
California - Active     2012
Experience:
Financial Consultant at AXA Advisors, LLC     2013-present
Principal at Richard Loesing Legal Consulting     2012-present
School:
Pepperdine University School of Law     2012
Degree:
JD - Juris Doctor - Certificates in Entrepreneurship & Dispute Resolution
School:
University of Notre Dame     2008
Degree:
BBA - Bachelor of Business Administration - Finance
Languages:
English
Associations:
Beverly Hills Bar Association      2013-present
Los Angeles County Bar Association      2013-present
Full Profile

Emir Phillips Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Juris Doctor • MS in Forensic Science • Master of Business Administration • Income Tax Preparer • Finance and Accounting Specialist • Tax Preparer • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Founder • Founding Member • Chief Executive • Bachelor of Science • Financial Analyst • Operations Manager • Economist • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Health Insurance Agent • Property Manager • Real Estate Manager • Non-Profit

Experience & Education

Position:
Ph.D Candidate at The American College, Financial Planner at WealthDirectives, Inc., Enrolled Agent ...
Title:
JD/MBA MSFS EA ChFC CLU Tax and Financial Planning, Ph.d Candidate at The American College
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
The American College - Bryn MawrPh.D Candidatesince Apr 2013WealthDirectives, Inc. Financial Plannersince 2010
Skills:
Disability Insurance, Business Succession Planning, Asset Protection Planning, Cafeteria Plans,...
Languages:
Spanish
Financial Advisor Magazine
Full Profile

Jeffrey Southern Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Program Director • Manager • Operations Manager • Project Managers • Software Tester • Computer Specialist • Security • Project Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • HR Manager • Chief Executive • Configuration Management • Information Technology Specialist • Software Deployment Engineer • Software Engineer • Software Developers • IT Specialist • Business Consultant • Advisor • Analysts • Supplier • Agent • Sales Agent • Services Professional • Sales and Service Specialist • Sales Representative • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Program Manager at Move, Inc.
Location:
Santa Monica, California
Industry:
Real Estate
Work history:
Move, Inc. Program Managersince Jul 2010Prosum Sr. Project Manager - Release ManagerSep 2009 - Jul 2010
Skills:
SDLC, Business Analysis, Requirements Analysis, Software Project Management, Integration, Siebel,...
..7 eBusiness Application Upgrade across Financial Advisor
Full Profile

Diane Kazer Santa Monica, CA

Professions & Specialties

Nutritionist • Counselor • Advisor • Yoga Instructor • Fitness Trainer • Fitness Director • Aerobics Instructor • Group Fitness Instructor • Health and Fitness Teacher • Sports Trainer • Sports Trainers • Workout Specialist • Wellness and Fitness • Dietitian • Captain • Student Worker • Government Service Executive • Government Administration Officer • Civil Servant • Sports Professional • Sports Person • Athletes • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Nutritionist, Nutraceutical Consultant, Yoga Teacher, Fitness Coach at Diane Kazer
Title:
Nutritionist, Nutraceutical Consultant, Yoga Teacher, Fitness Coach
Location:
Santa Monica, California
Industry:
Health, Wellness and Fitness
Work history:
Diane Kazer - Los Angeles and all around the worldNutritionist, Nutraceutical Consultant, Yoga Teacher, Fitness Coachsince Feb 2009Frauen HSV Bundesliga Defender and fitness captainAug 2001 - Sep 2011
FINANCIAL ADVISOR at AMERIPRISE FINANCIAL
Full Profile

Bruno Treves Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness • Research Analyst • Research Assistant • Researcher • Survey Researcher • Non-Profit • Mathematician • Office Assistant • Bartender • Assistant Manager • Business Intelligence Professional • Business Administrator • Advisor • Office Clerk • Clerical Specialist • Managers • Business Consultant • Financial Analyst • Human Resources Specialist • Recruitment • Market Analyst • Market Research Analyst • Data Entry Specialist • Data Scientist • Operations Manager

Experience & Education

Title:
Marketing and Communications at Foundation Training
Location:
Santa Monica, California
Industry:
Health, Wellness and Fitness
Work history:
Foundation Training Marketing2013 - 2013New Alternatives, Inc. - San DiegoResearch Analyst for the Wellness ProgramJul 2012 - Nov 2012
Languages:
English, Spanish, Italian, French, Portuguese
Full Profile

Damon Skinner Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Counselor • Advisor • Department Manager • Manager • Director • Department Supervisor • Operations Manager • Construction • Analyst • Investor • Non-Profit • Analysts • Pension Administrator • Certified Public Accountant • Controller • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Bachelor of Science • Master of Science

Experience & Education

Position:
Vice President at Keeley funds
Location:
Santa Monica, California
Industry:
Investment Management
Work history:
Keeley funds - Greater Los Angeles AreaVice Presidentsince Feb 2013Wells Fargo Business Banking Business Development ConsultantApr 2011 - Jan 2013
Skills:
Consultative Selling, Education, Team Management
Languages:
Spanish
Full Profile

Hugh Dunkerley Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Manager • Vice President • Chief Executive • Operations Manager • Development Director • Corporate Executive • General and Operations Manager • Director of Operations • HR Manager • Hunter • Investor • Fundraiser • Fundraising Officer • Master of Business Administration • General Education • Computer Software Professional • Software Developers

Experience & Education

Position:
EVP Capital Markets COR Clearing at COR Capital LLC
Title:
EVP Capital Markets COR Clearing & COR Capital LLC
Location:
Santa Monica, California
Industry:
Banking
Work history:
COR Capital LLC - Santa Monica, Los Angeles, CAEVP Capital Markets COR Clearingsince May 2011FDIC Federal Deposit Insurance Corporation - Irvine, CA and Washington, DCManager Capital MarketsFeb 2009 - Apr 2011
Financial Advisor Magazine
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Jennifer Lee Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Counselor • Team Member • Advisor • Business Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Student Worker • Customer Service • Operations Manager

Experience & Education

Position:
Assistant at Surterre Properties
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Surterre Properties - Newport Beach, CAAssistantsince Feb 2013Nuveen Investments - Greater Los Angeles AreaProduct Management Associate - RFPSep 2011 - May 2013
Languages:
Chinese (Mandarin)
..to clients overseas with Senior Financial Advisor
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Justin Shen Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Business Analyst • Analysts • Model • Investor • Business Administrator • Entertainment Professional • Entertainer • Chairperson • Chief Administrative Officer • Operations Manager • Chief Executive • Sales Manager • Associate Professor • Lecturer • Postsecondary Teacher • Sales Account Associate • Sales Executive • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Delivery Analyst at Viacom
Location:
Greater Los Angeles Area
Industry:
Online Media
Work history:
Viacom - Santa Monica, CADelivery Analystsince Apr 2013Quantuvis Consulting, Genworth Financial - Redlands, CABusiness AnalystFeb 2012 - Jun 2012
Skills:
Analysis, Microsoft Office, Research, Marketing, Microsoft Excel, Strategic Planning, PowerPoint,...
Languages:
Mandarin, French
Financial Advisor Intern at Merrill Lynch
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Aaron Thweatt Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Compensation Analyst • Compensations and Benefits • Computer Games Professional • Computer Specialist • Executive Compensation • Chief Executive • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Operations Manager • Business Administrator • Leader • Team Member • Advisor • Managers • Human Resources Specialist • Recruitment • Bachelor of Science • Captain • Model • Sales Executive • Sales Representative

Experience & Education

Position:
Compensation Analyst at Activision Blizzard
Location:
Los Angeles, California
Industry:
Computer Games
Work history:
Activision Blizzard - Santa Monica, CACompensation Analystsince Jun 2012AECOM - Los AngelesExecutive Compensation AnalystOct 2011 - Jun 2012
Skills:
Deferred Compensation, Outlook, Microsoft Excel, Financial Analysis, Investments, Leadership,...
Financial Advisor at AXA Advisors
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Charlotta Pettersson Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Makeup Artist • Makeup Designer • Model • Sales Agent • Sales Representative • Client Service Officer • Office Assistant • Assistant Manager • Event Planner • Food service • Managers • Office Clerk • Clerical Specialist • Medical Assistant • Healthcare Support • Customer Service • Bachelors Degree • Chief Executive • Operations Manager • Event Manager

Experience & Education

Position:
Makeup artist/Model/Aesthetician/Home Oragnizer at Freelance Makeup Artist/Model/Aesthetician
Title:
Freelance Model and Makeup Artist
Location:
Santa Monica, California
Industry:
Information Services
Work history:
Freelance Makeup Artist/Model/Aesthetician - Greater Los Angeles AreaMakeup artist/Model/Aesthetician/Home Oragnizersince Apr 2010Slipstream Creative - Southern CaliforniaSouthern California Sales RepMay 2013 - Jun 2013
Languages:
English, Swedish
Patient financial advisor
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