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Financial Consultants in California

Financial Consultants in Saratoga, CA

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8 results found

Andrew Tomlinson Saratoga, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Work

Company:
Waddell & reed - San Diego, CA
Financial advisor
Company:
Morgan stanley smith barney - San Diego, CA
Financial advisor associate
Full Profile

Richard Ho Saratoga, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Investor • Advisor • Sports Trainer • Sports Trainers • Doctor of Medicine • Master of Business Administration • Ophthalmologist • Property Manager • Real Estate Manager • Physician

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Probate, Staging, Relocation, Property Management, TIC, Co-op
Work:
Cornerstone Real Estate
Saratoga, CA
(408) 828-0189 (Phone)
License #01407461
Certifications:
e-PRO, GHPS
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family, TIC, Co-op
Interests:
Real estate. Investment. Health care.
Full Profile

Adam Cataldo San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hacker • Software Engineer • Computer Software Professional • Computer Security Specialist • Security and Investigations Professional • IT Security • Software Developers • Disk-Jockey • Entertainer • Software Developer • Computer Scientists • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Biotechnology Professional • Survey Researcher • Biologist • Biological Scientist • Operations Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Staff Software Engineer at Wealthfront Inc., Main Contributor at DJ Scrooge
Title:
Hacker and Quant
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Wealthfront Inc. - Palo Alto, CAStaff Software Engineersince May 2013DJ Scrooge - Saratoga, CAMain Contributorsince May 2012
Skills:
Java, Oracle, PostgreSQL, Python, Scrum, Multithreading, I18n, Distributed Systems
..out the world's largest software-based financial advisor
Full Profile

Al Stojanovich San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Business Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Manager • Vice President • Chief Executive • Founding Member • Financial Officer • Financial Manager • Sales Executive

Experience & Education

Position:
Administrator/Business Manager at New Ways of Working LLC
Title:
Financial Consultant
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
New Ways of Working LLC - Los Gatos, CAAdministrator/Business Managersince Apr 2008Coldwell Banker Realtors - Los Gator, CARealtorJan 2010 - Dec 2011
Skills:
Start-ups, Finance, Business Strategy, Strategic Planning, Management
Full Profile

Brian Dixon San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • School Principal • School Administrator • Educational Manager • Executive Team Leader • Chief Executive Officer • Chief Operating Officer • Chief Knowledge Officer • Financial Director • Marketing Director • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • Chief Information Officer • Vice President • Director • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Development Director • HR Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Chief Accountant • Independent Business Owners • Account Manager • Doctor of Medicine • Bachelor of Science • Contractor • Advisor • Training Manager • Managers

Experience & Education

Position:
Managing Partner at Fifth Street Financial Group, PRINCIPAL at Securieon Group, Board of Trustees...
Title:
Managing Partner-Fifth Street Financial Group
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
Fifth Street Financial Group - San Jose, CAManaging Partnersince Sep 2009Securieon Group - San Francisco Bay AreaPRINCIPALsince Sep 2012
Skills:
Buy-Sell Agreement Planning & Funding, C-Level Executive Compensation, Employee Health...
Financial Advisor at New England Financial
Full Profile

Emik Rastgoo San Francisco, CA

Professions & Specialties

Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor

Experience & Education

Position:
Real Estate Specialists at Alain Pinel Realtors, Realtor at Alain Pinel Realtors
Title:
Realtor at Alain Pinel Realtors
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Alain Pinel Realtors - 1071 Blossom Hill Rd. San Jose Ca 95123Real Estate Specialistssince Jan 2011Alain Pinel Realtors - 1772 Saratoga-Sunnyvale Rd. Saratoga Ca 95070Realtorsince Jan 2011
Loan Officer/ Financial advisor at Atlas financial and Altas rea..
Full Profile

Nancy Parkin San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Director • Operations Manager • Investor • Chief Executive Officer • Vice President of Sales • Vice President • Senior Vice President • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Sales Manager • Financial Planning Analyst • Budget Officer • Accounting Analyst • Financial Analyst • Financial Compliance Examiner • Auditor • Bachelor of Science • Computer Software Professional • Software Developers

Experience & Education

Title:
Manager Financial Planning and Analysis at Roku, Inc.
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Roku, Inc. - Saratoga, CA, 95070Manager Financial Planning and AnalysisAug 2010 - Mar 2013Actel Director of Financial OperationsMay 2009 - May 2010
Financial Consultant at Luidia
Full Profile

Sarah Roth San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Apprentice • Airman • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Advisor • Health Professional • Health Practitioner • Sales Executive • Sales Manager

Experience & Education

Position:
Client Accounting Representative at AMN Healthcare
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
AMN Healthcare - Del Mar, CAClient Accounting Representativesince May 2012Coghlan Financial Group Financial Advisor InternMar 2012 - May 2012
Skills:
Microsoft Office, Lean Six Sigma White Belt Certified, Outlook, Oracle Reports, PowerPoint, Word,...
Languages:
Italian
Full Profile

Financial Consultants near Saratoga, CA073146219292365San JosePalo AltoSunnyvaleSanta ClaraMountain ViewCupertinoCampbellLos GatosMilpitasLos Altos


Financial Consultants around Saratoga, CA

Ben Lomond  (1)
Campbell  (44)
Cupertino  (44)
Los Altos  (14)
Los Gatos  (33)
Milpitas  (28)
Mount Hermon  (1)
Mountain View  (73)
Palo Alto  (131)
San Jose  (361)
Santa Clara  (80)
Sunnyvale  (90)

Financial Consultants in California

Sub-specializations

Banker  (50)
Financial Consultant  (8)