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Financial Consultants in Simi Valley, CA

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27 results found

Jeff Gaul Simi Valley, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantAccounting BookkeeperBookkeeperIndependent Business OwnersIndependent ContractorCounselorContractorAdvisorEntertainment ProfessionalEntertainerFinancial DirectorFinancial OfficerFinancial ManagerAccount ManagerVice PresidentChief ExecutiveManagement Team ExecutiveOperations ManagerProperty ManagerReal Estate ManagerIT Specialist

Experience & Education

Position:
Sole Proprietor at Jeffery A. Gaul Business & Financial Consulting
Title:
Jeffery A. Gaul, CPA - Business & Financial Consulting
Location:
Simi Valley, California
Industry:
Management Consulting
Work history:
Jeffery A. Gaul Business & Financial Consulting - Simi Valley, CaliforniaSole Proprietorsince Feb 2010CT-1 Corporation - Los Angeles, CaliforniaConsultantMar 2008 - Jan 2010

Janelle Santana Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDistrict ManagerRegion ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeApprenticeArea ManagerManagersStudent WorkerOperations ManagerChief ExecutiveNon-ProfitFood Service WorkerFood and Beverages ProfessionalFood and Beverage AttendantData ScientistRecruitment

Experience & Education

Position:
District Manager at ADP
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
ADP - Woodland Hills, CADistrict Managersince Aug 2012Keystone Capital LLC - Greater San Diego AreaFinancial Representative InternSep 2011 - Jun 2012
Assist financial advisor with preparation

Doug Feco Simi Valley, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveAgentSales RepresentativeOperations Manager

Experience & Education

Position:
Retirement Planning Solutions, Insurance Protection at JDFeco Financial Solutions
Title:
Retirement Specialist and Insurance Advisor
Location:
Simi Valley, California
Industry:
Financial Services
Work history:
JDFeco Financial Solutions - Simi Valley, CARetirement Planning Solutions, Insurance Protectionsince Sep 2011HBW Insurance & Financial Services, Inc. - Simi Valley, CAVice President, Sales & Marketing / Financial AdvisorMar 2000 - Sep 2011

Kevin Franzen Simi Valley, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Comprehensive cardiology care - Moorpark, CA
Cardiac tech
Company:
Cinema arts tech - Van Nuys, CA
Marketing and financial consultant

Skills

Inventory Management
Sales
Leadership
Customer Service
Communication
Consulting

Chris Simonoff Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveSolutions AdvisorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagersClient Service OfficerCustomer ServiceReporter

Experience & Education

Position:
Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Edge - Simi Valley, CAAssistant Vice President, Financial Solutions Advisorsince Nov 2012Merrill Lynch - Westlake Village, CAFinancial AdvisorSep 2011 - Nov 2012
Skills:
Residential Mortgages, Wealth Management

Chris Goodenough Simi Valley, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Simi Valley, California
Industry:
Financial Services
Work history:
Ameriprise Financial - 3713 Alamo Street, Suite 200, Simi Valley, CA 93063Financial Advisorsince Jun 2001

Alma Stern Simi Valley, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberBusiness ConsultantTeam MemberAdvisorBusiness AdministratorAgentSales RepresentativeMaster of Business AdministrationBachelor of ScienceBusiness TeacherLecturerPostsecondary TeacherOperations ManagerChief Executive

Experience & Education

Work

Company:
A. c. stern
Business consultant, conejo valley
Company:
Jp morgan securities
Vice pres. investments - financial advisor associate

Skills

Financial management, Financial modeling, Business analysis and development, Research, Technology...

Keith Kowta Simi Valley, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerBachelor of ScienceBusiness Administrator

Experience & Education

Work

Company:
National technical systems
Director of financial planning analysis/director of financial systems
Company:
Dlc inc - Woodland Hills, CA
Financial consultant

Sandra Alexander Simi Valley, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorSystems AdministratorComputer Systems AdministratorSales RepresentativeClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
Citigroup global markets, inc - Westlake Village, CA
Investment consultant

Michael Argo Simi Valley, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLife Insurance AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianAgentSales Representative

Experience & Education

Work

Company:
National agent alliance
Licensed life insurance agent/ financial advisor
Company:
Moorpark college

Pom Crooke Simi Valley, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantControllerAccounting BookkeeperBookkeeperMaster of Business Administration

Experience & Education

Work

Company:
New wave entertainment
Assistant controller
Company:
The goetzman group - Woodland Hills, CA
Sr. financial consultant

Roberta Megna Simi Valley, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice President of FinanceTreasurerVice PresidentChief ExecutiveFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Rlm consulting
Financial consultant
Company:
Quality home loans - Agoura Hills, CA
Vice president of finance/treasurer

Steven Boehm Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonAccount ManagerDoctor of Veterinary MedicineVice President of FinanceVice PresidentChief ExecutiveDesignersHuman Resources SpecialistRecruitmentSales Engineering SpecialistSales EngineerRegional Sales ConsultantSales RepresentativeAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of ScienceOperations ManagerEntrepreneurBusiness AdministratorAdvisorManagers

Experience & Education

Title:
Sales and Marketing, Capital Equipment
Location:
Los Angeles, California
Industry:
Industrial Automation
Work history:
McBain Systems - Simi Valley, CaSenior Account ManagerJan 2011 - May 2013Housewares International - City of CommerceVP of Finance, Operations and AdministrationJul 2006 - Feb 2010
Skills:
Forecasting, Financial Analysis, Process Improvement, Management, Budgets, Accounting, Finance, Due ...
Languages:
Very little German
Financial Consultant at Radiology Practice Managem..

Jessie Aguilar Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentResearch AnalystResearch AssistantResearcherSurvey ResearcherFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFounderFounding MemberChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerOperations ManagerProject ManagersAnalystBusiness AdministratorAdvisorAnalystsMaster of Business AdministrationBachelor of ScienceProperty ManagerReal Estate Manager

Experience & Education

Title:
Research Analyst at Bank of America
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Bank of America - Los Angeles, CAResearch Analyst2012 - Jan 2013AGUILAR & Co. - Century City, CAFounder & PrincipalNov 2005 - Oct 2011
Languages:
Spanish
Financial Advisor at MassMutual Financial Group

John Kavanaugh Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorOperations ManagerTerritory Account ManagerSales AgentSales RepresentativeSenior Customer Service RepresentativeClient Service OfficerConstructionContractorBusiness AdministratorArea ManagerManagersBachelor of ScienceFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
National Corporate Sales Manager at BlueTarp Financial
Location:
Greater Los Angeles Area
Industry:
Renewables & Environment
Work history:
BlueTarp Financial - Western USNational Corporate Sales Managersince Aug 2012Enphase Energy - Petaluma, CABusiness Development Mgr- Project FinanceDec 2011 - Aug 2012
Financial Advisor at Merrill Lynch

Forum Shah Simi Valley, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccounts PayableAccounts Payable Specialist

Experience & Education

Work

Company:
Scope city inc - Simi Valley, CA
Accounts payable and accounts receivables assistant
Company:
Ashapura minechem ltd - Mumbai, Maharashtra
Finance assistant - cash flows, monthly budget, fund disbursement

Skills

Quick books, Microsoft Office, SAS

Bret Davidson Simi Valley, CA

Professions & Specialties

Doctor of MedicineManagerOperations ManagerClaims AdjusterClaims InvestigatorInsurance Examining ClerkClaims Examiner

Experience & Education

Work

Company:
Allied/nationwide insurance
Md field claims manager
Company:
Allied insurance - Camarillo, CA
Master multiline claims adjuster

Michael Dare Simi Valley, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Jpmorgan chase - Thousand Oaks, CA
Private banker
Company:
Chase bank - Granada Hills, CA
Personal banker

Jichen He Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianContractorProgrammerComputer ProgrammerCobol DeveloperSoftware TesterSoftware DeveloperSoftware DevelopersComputer SpecialistIndependent Business OwnersSystems AdministratorComputer Systems AdministratorAccounting BookkeeperBookkeeperSurvey Researcher

Experience & Education

Title:
Insurance Product Management and Research
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
Farmers Insurance Group - Simi Valley, CAProduct Manager, Product Management and ResearchJul 2007 - Dec 2009Farmers Insurance Group and CSC - Greater Los Angeles AreaContractor and ProgrammerJul 1999 - Jun 2007
Financial Consultant at Western International Secu..

Bernard Wang Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorManagerFinancial OfficerFinancial ManagerOperations ManagerControllerBusiness AnalystAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAutomotive Professional

Experience & Education

Position:
Assistant Controller - Sr. Business Analyst at Interamerican Motor Corporation (IMC)
Title:
Future CFO of Google Inc.
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Interamerican Motor Corporation (IMC) - Canoga Park, CAAssistant Controller - Sr. Business Analystsince May 2010Countrywide Financial - Bank of America - Simi Valley, CAManager Finance - Financial Planning and AnalysisMay 2007 - Jul 2009
Financial Consultant / Controller

Andrew Zagrzejewski Simi Valley, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer RelationsManagerOperations ManagerDirectorUnderwriterSupporting MemberTeam MemberBachelor of ArtsMaster of Arts

Experience & Education

Work

Company:
Farmers insurance
Corporate customer relations manager
Company:
Farmers insurance

Skills

Teaching, Microsoft Office, Communications, Customer Service

Candace Kaufman Simi Valley, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirector of OperationsOperations ManagerOffice AssistantOffice ClerkClerical SpecialistRepresentativeBusiness AdministratorContractorParalegalLitigation Support SpecialistNotary PublicNotaryLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerPreschool DirectorElementary School PrincipalSchool AdministratorEducational ManagerBachelor of ScienceComputational ScientistDatabase Administration ProfessionalDatabase AdministratorComputer ScientistsIndependent Business Owners

Experience & Education

Work

Company:
Premier wealth advisors, inc. - Calabasas, CA
Director of operations
Company:
Kinecta federal credit union / financial & insurance services
Executive assistant and office manager

Skills

SKILLS: Microsoft Office, Excel, Word, PowerPoint, Outlook, WealthDocs, Salesforce CRM, Redtail...

Paul Pesantez Simi Valley, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Home loan lending
Mortgage loan originator
Company:
Wells fargo bank - Newbury Park, CA
Licensed senior banker

Skills

Bilingual in Spanish, FINRA Series 7, FINRA Series 6, FINRA Series 63, Certified State MLO with NMLS.

Simone Bryan Woodland Hills, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentIndependent ConsultantLeaderCounselorAdvisorManagersBachelor of ScienceCopy EditorEditing ProfessionalWriting and Editing ProfessionalWriter and Editor

Experience & Education

Work

Company:
Net one global, llc
Independent consultant
Company:
Jamaque international
Lifestyle publication - international media leader

Jeremy Croft Simi Valley, CA

Professions & Specialties

CollectorFinancial Services ProfessionalFinancial Services Sales AgentRepossessorCollections SpecialistAdvisorCoordinatorManagersPublic Information OfficerIT ManagerCounselorCertified Public AccountantAccounting BookkeeperBookkeeperCashier

Experience & Education

Work

Company:
Temple beth am
Youth advisor and office coordinator
Company:
Glamglow inc.
Communications manager

Skills

Business Development, Creative Thinker, Training and Management, Public Speaking, Marketing,...

Diana Shapiro San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirector of OperationsChief Operating OfficerVice PresidentOperations ManagerGeneral and Operations ManagerChief ExecutiveIndependent Business OwnersManagerTerritory Sales ManagerRegion ManagerFounding MemberSales ManagerMembership DirectorIndependent ContractorCounselorBusiness AdministratorPlannerArea ManagerManagersContractorAdvisorEntertainment ProfessionalEntertainerWellness and FitnessSales Representative

Experience & Education

Position:
Chief Operations Officer (COO) at EWS
Title:
Expert in Consulting Sales & Operations: Corporate Cost Reduction, Financial Services & Software, LED Lighting, & Waste
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
EWS - San Diego, CAChief Operations Officer (COO)since Jan 2009EWS - San Diego, CAVice President Sales & MarketingMay 2005 - Jan 2009
Skills:
Sales Operations, Sales Management, Direct Sales, Sales Process, Day Trading, Cost Reduction...
Financial Advisor at Merrill Lynch

Sanjay Agarwal Detroit, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorChief Executive OfficerChairpersonFinancial DirectorOperations ManagerCorporate ExecutiveChief ExecutiveFinancial OfficerFinancial ManagerCertified Public AccountantAccounting BookkeeperBookkeeperMaster of Business AdministrationBusiness AdministratorManagersAdvisor

Experience & Education

Position:
Director - US Operations at Innoventive Americas, Inc.
Title:
Director US Operations Innoventive Americas, Inc.
Location:
Greater Detroit Area
Industry:
Mechanical or Industrial Engineering
Work history:
Innoventive Americas, Inc. - Rochester Hills, MichiganDirector - US Operationssince May 2013Bosch Automotive Service Solutions Formerly SPX Service Solutions Director Finance and Business ImprovementSep 2005 - Apr 2013
Certifications:
CPA, North Carolina State CPA Board
FINANCIAL CONSULTANT ERP IMPLEMENTATION at Visteon..


Financial Consultants near Simi Valley, CA01,0592,1183,1774,2365,295Los AngelesWoodland HillsThousand OaksVan NuysSanta ClaritaCalabasasNorthridgeCamarilloSan FernandoChatsworth



Financial Consultants around Simi Valley, CA

Calabasas  (48)
Camarillo  (30)
Chatsworth  (14)
Fillmore  (1)
Los Angeles  (5,293)
Malibu  (13)
Moorpark  (7)
Northridge  (32)
San Fernando  (19)
Santa Clarita  (53)
Santa Paula  (1)
Somis  (1)
Sylmar  (13)
Thousand Oaks  (126)
Topanga  (1)
Van Nuys  (102)
Woodland Hills  (139)

Financial Consultants in California

Sub-specializations

Financial Consultant  (27)