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Financial Consultants in California

Financial Consultants in Sausalito, CA

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12 results found

Linda Seabright San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Community Manager • Non-Profit • Managers • Vice President • Chief Executive • Host • Programmer • Computer Programmer • Entertainment Professional • Entertainer • Advisor • Operations Manager • Commercial Announcer • Presenter • Recruitment

Experience & Education

Position:
Events & Community Manager at Seabright Productions, Vice President at For the Bayou, On-air...
Title:
Financial consultant, Marketing and events
Location:
San Francisco Bay Area
Industry:
Entertainment
Work history:
Seabright Productions - SF Bay AreaEvents & Community Managersince Apr 1999For the Bayou - California/LouisianaVice Presidentsince Jan 2008
Skills:
French, Languages, Spanish translation, Lyrics translation to Engish, Music, Radio, Broadcast,...
Languages:
French, Spanish, Italian
Full Profile

Erikka Newton San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Advisor • Guide • Analysts • Tour Guide • Technical Support Specialist • Systems Support Specialist • Support Specialists • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Customer Service • Client Service Officer • Human Resources Specialist • Recruitment

Experience & Education

Position:
Client Services & Communications Analyst at Scarbrough Financial Group
Title:
Client Services & Communications Analyst for a Financial Advising Company
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Scarbrough Financial Group - Santa Rosa, CAClient Services & Communications Analystsince Dec 2012Outback Steakhouse Active FOH Manager and ServerMar 2006 - Dec 2012
Provide technical support to the financial advisor
Full Profile

Hillary Hayden San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Managers • Founding Member • Marketing Manager • Brand Planner • Brand Representative • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Model • Entertainer • Bachelor of Arts • Information Technology Specialist • Computer Software Professional • IT Specialist • Software Developers • Recruitment

Experience & Education

Position:
Executive Assistant at fuseproject, Financial Consultant at Foundation For Inner Peace
Title:
Executive Assistant at fuseproject
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Fuseproject - 1401 16th Street, San Francisco, CA 94103Executive Assistantsince Mar 2013Foundation For Inner Peace - TiburonFinancial Consultantsince 2012
Full Profile

Rolf Neuweiler San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Controller • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Operations Manager • Project Managers • Chief Executive • Bachelor of Science • School Administrator • Educational Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
CFO and Director of Finance at Bay Area Discovery Museum, Contract CFO, Controller, Business Mgr....
Title:
CFO and Director of Finance at Bay Area Discovery Museum
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Bay Area Discovery Museum - Sausalito, CACFO and Director of Financesince Apr 2012Rolf W. Neuweiler, CPA - San Francisco Bay AreaContract CFO, Controller, Business Mgr. and Financial Consultantsince 2012
Skills:
Accounting, Risk Management, Financial Analysis, Business Planning, Strategic Planning, Budget, Due ...
Languages:
German
Full Profile

Patrick Amestoy San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Cashier • Chief Executive Officer • Partner • Vice President • Operations Manager • Founder • Founding Member • Chief Executive • Corporate Executive • Analyst • Advisor • Explosives Worker • Analysts

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial services professional looking for a new opportunity, enjoys learning new products and is willing to relocate
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Jul 2013Grand Targhee Resort - alta, wyCashierJan 2013 - May 2013
Full Profile

Colin Drake San Francisco, CA

Professions & Specialties

Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager • Psychology Specialist

Experience & Education

Position:
Principal and Founder at Drake Wealth Management
Title:
Your Guy at Drake Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Drake Wealth Management - Sausalito, CAPrincipal and Foundersince Sep 2011Private Ocean Wealth Management - San Rafael, CALead AdvisorSep 2001 - May 2010
Skills:
Comprehensive Wealth Management, Coaching, Portfolio Management, Estate Planning, Insurance,...
Languages:
French
Financial Advisor Network,FAN,
Full Profile

Shannon Crossman San Francisco, CA

Professions & Specialties

Sports Trainer • Sports Trainers • Psychologist • Director of Operations • Operations Manager • Certified Nurse Aide • Psychology Specialist • Nurse • Nurse Practitioner • Trainer

Experience & Education

Position:
Certified Dream Coach® & M.A. in Psychology at Your Heart Path, Director of Operations at...
Title:
Certified Dream Coach® & M.A. in Psychology
Location:
San Francisco Bay Area
Industry:
Education Management
Work history:
Your Heart Path - Sausalito, CACertified Dream Coach® & M.A. in Psychologysince 2012Focusing Resources Director of Operationssince Dec 2009
Owner/Administrative & Financial Consultant at Crossman Consulting
Full Profile

Adam Wiatrak Sausalito, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Real Estate Appraiser • Property Manager • Real Estate Manager • Bachelors Degree • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Consultant at GBS Financial Corp.
Location:
Sausalito, California
Industry:
Investment Management
Work history:
GBS Financial Corp. - TiburonInvestment Consultantsince Aug 2008World Savings - Sausalito CaliforniaReal Estate AppraiserJan 2002 - Nov 2007
Skills:
Retirement Planning, 401k, Alternative Investments, Secuitized Tennants in Common, Deleware...
Financial Advisor at Morgan Stanley
Full Profile

Randy Boba San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Chief Executive • Operations Manager • Supporting Member • Investor • Business Administrator • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Wells Fargo Capital Finance
Title:
Underwriter-healthcare
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Wells Fargo Capital Finance - San FranciscoVice Presidentsince Sep 2012White Oak Merchant Partners, LLC - San FranciscoDirectorApr 2010 - Sep 2012
Skills:
Financial Modeling, Credit, Portfolio Management, Credit Analysis, Private Equity, Asset Based...
Full Profile

Bob Braid Sausalito, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Investor • Insurance Professional • Underwriter • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Air Transportation Worker • Management Analyst • Analysts • Chief Executive

Experience & Education

Position:
Principal at Private Investor
Title:
Private Investor/Insurance Professional
Location:
Sausalito, California
Industry:
Financial Services
Work history:
Private Investor - Sausalito, CAPrincipalsince Dec 2008AIG - San Francisco Bay AreaRegional Manager - Financial InstitutionsOct 2004 - Dec 2008
Skills:
Commercial Pilot Helicopters, Yacht Captain (50 Ton), Insurance, Mutual Funds, Banking,...
Languages:
Spanish
Financial Consultant at AG Edwards
Full Profile

Penny Morlan Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Certified Nurse Aide • Nurse • Nurse Practitioner • Director of Operations • Corporate Executive • Chief Executive • Vice President • Advertising Professional • Advertising Sales Agent • Recognition • Human Resources Specialist • Recruitment • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Consultant at Working with various companies
Title:
Financial Controller
Location:
Austin, Texas Area
Industry:
Accounting
Work history:
Working with various companies - Austin, TexasFinancial Consultantsince Feb 2013HumanConcepts, a Saba Company - Sausalito, CAFinancial ControllerMay 2011 - Jun 2012
Full Profile

Stephanie Viviano Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Vice President of Finance • Chief Executive • Operations Manager • Vice President • Non-Profit • Organization Management • Financial Officer • Financial Manager • Psychology Specialist

Experience & Education

Title:
Non-Profit Senior Administration Manager
Location:
Phoenix, Arizona Area
Industry:
Nonprofit Organization Management
Work history:
Whispering Hope Ranch Foundation Financial Consultant (Part-Time)Oct 2010 - Apr 2012Boys and Girls Club of Greater Scottsdale Senior Vice President of Finance and AdministrationJul 2006 - Jul 2008
Full Profile

Financial Consultants near Sausalito, CA01,0932,1863,2794,3725,465San FranciscoSan RafaelRichmondMill ValleyDaly CityCorte MaderaLarkspurSan AnselmoFairfax


Financial Consultants around Sausalito, CA

Corte Madera  (9)
Daly City  (17)
Fairfax  (2)
Larkspur  (8)
Mill Valley  (21)
Richmond  (23)
San Anselmo  (8)
San Francisco  (5,465)
San Rafael  (52)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (12)