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Financial Consultants in Sunnyvale, CA

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90 results found

Shane Jacksteit Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBoard MemberManagement Team ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerBachelor of ArtsOrganization ManagementTeam MemberAdministrative ClerkClerical SpecialistManagersNon-ProfitRetail Sales Manager

Experience & Education

Position:
Financial Advisor at Edward Jones, Co-Chair at Silicon Valley Capital Club's Young Executive...
Title:
Financial Advisor at Edward Jones
Location:
Sunnyvale, California
Industry:
Financial Services
Work history:
Edward Jones - San Jose, CaliforniaFinancial Advisorsince Oct 2011Silicon Valley Capital Club's Young Executive Council - San Jose, CACo-Chairsince Jan 2013
Languages:
French, English

Michael Honey Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerMaster of Business AdministrationBachelor of ScienceOperations ManagerAnalysts

Experience & Education

Work

Company:
Help me project, inc
Financial consultant
Company:
Packard children's hospital
It controller

Ryan Jeffords San Jose, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorBachelor of ScienceMaster of ScienceInformation Technology SpecialistComputer Systems AdministratorIT SpecialistSales RepresentativeProject ManagersOperations Manager

Experience & Education

Position:
Associate at World Financial Group (WFG)
Location:
San Jose, California
Industry:
Financial Services
Work history:
World Financial Group (WFG) - San Francisco Bay AreaAssociatesince Mar 2013Morgan Stanley Smith Barney Financial Advisor AssociateJun 2011 - Sep 2011

Sam Timilsina Sunnyvale, CA

Professions & Specialties

Financial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch inc
Avp financial advisor
Company:
Jp morgan chase - Mountain View, CA
Senior personal banker

Skills

Series 7 & 66, Life and Health Insurance, NMLS Registered Thomson One Workstation, Siebel, MS...

Louis Wellmeier Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCorporate CounselLegal InternLegal CounselStudent LawyerJuris DoctorFounderFounding MemberChief Executive

Experience & Education

Work

Company:
Family wealth preservation
Family inheritance strategist
Company:
Northwestern mutual financial network
Financial advisor

David Radosevich Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerLogisticianSales DirectorBachelor of ScienceRegional Sales ConsultantSales Representative

Experience & Education

Work

Company:
Bank of the west
Financial advisor
Company:
Nxp semiconductor
Account manager

Leah Perri Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Edward jones - Sunnyvale, CA
Financial advisor
Company:
Bancwest investment services
Financial advisor, south bay

John Mendoza Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorBachelor of ScienceAccount ManagerOperations Manager

Experience & Education

Work

Company:
Financial consultant - San Francisco Bay Area, CA
Company:
Cv partners/yume inc - Redwood City, CA
Financial consultant

Dedric Jackson Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControlling SpecialistFinance and Accounting SpecialistControllerAccounting BookkeeperBookkeeperBachelor of Business AdministrationAdvisorOperations Manager

Experience & Education

Position:
Comptroller at US Navy
Location:
Mountain View, California
Industry:
Financial Services
Work history:
US Navy Comptrollersince 2012VALIC - Emeryville, CAFinancial AdvisorApr 2009 - 2012
Skills:
Windows 7, Microsoft Office Suite, Internet Explorer, Retirement Planning, Series 7, Wealth...
Languages:
Spanish (Intermediate)

Tommy Vatavuk Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceBusiness AdministratorTeam MemberOperations Manager

Experience & Education

Work

Company:
San francisco state university - San Francisco, CA
Full-time student in pre-health post-baccalaureate program
Company:
E-trade financial - Palo Alto, CA
Financial consultant

Jeff Parsons San Jose, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorChief Executive OfficerFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveControllerAccounts PayableAccounts Payable SpecialistAccounts ReceivableOperations ManagerAdvisorPrint WorkerComputer ConsultantIT ConsultantSoftware Developers

Experience & Education

Position:
Financial Consultant at Adesto Technologies
Title:
Chief Financial Officer and Corporate Controller
Location:
San Jose, California
Industry:
Semiconductors
Work history:
Adesto Technologies - Sunnyvale, CAFinancial Consultantsince Dec 2012GigOptix Inc. - San Jose, CAChief Financial Officer/Corporate ControllerFeb 2010 - Oct 2011

Wensen Wang Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of EngineeringSoftware DeveloperSoftware Developers

Experience & Education

Work

Company:
Industrial and commercial bank of china beijing haidian branch
Company business department assistant
Company:
Citibank china beijing branch
Financial consultant

Skills

Matlab, C/C++

Serena Xu Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystApprenticeOffice AssistantOffice ClerkClerical SpecialistStudent Worker

Experience & Education

Work

Company:
Beneficial financial group
Financial analyst intern
Company:
Bank of communication
Financial advisor executive assistant

Skills

* Proficient with Microsoft Office Software - Word, Excel, Power Point, Access, Bloomberg Terminal, ...

Carol Taubman Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystCrewmanTeam MemberFinancial ManagerVice PresidentChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Benton medical
Financial consultant
Company:
Solfocus - Mountain View, CA
Sr. financial analyst

Skills

Microsoft office products, Oracle, PeopleSoft, QuickBooks, Hyperion, Great Plains

Nadeem Memon Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
Merrill lynch - San Jose, CA
Financial advisor
Company:
Td ameritrade - Palo Alto, CA
Investment consultant

Skills

*Microsoft office, Microsoft Outlook, Sales force, Morning star.

Trevor Salman Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentCertified Nurse AideNurseNurse Practitioner

Experience & Education

Work

Company:
Liberty mutual insurance - San Jose, CA
Sales representative
Company:
Edward jones investments - Mountain View, CA
Financial advisor

William Wang Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberApprenticeTeam MemberStudent Worker

Experience & Education

Work

Company:
Prudential financial, insurance & investment firm
Financial professional associate, licensed
Company:
Money concepts, wealth management firm - Milpitas, CA
Financial advisor intern

Skills

Investments, Mutual Funds, Annuities, Life Insurance

Paul Ometer Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLife Insurance AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatistician

Experience & Education

Work

Company:
Keypoint credit union
Financial advisor
Company:
Mcis insurance - San Jose, CA
Life insurance agent

Shalender Anand Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial ManagerFinancial DirectorManagerFinancial OfficerOperations Manager

Experience & Education

Work

Company:
Ax paris usa
Assistant financial manager
Company:
J.k.anand & associates - New Delhi, Delhi
Audit manager and financial consultant

Pragati Kumar Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSolutions AdvisorAdvisor

Experience & Education

Work

Company:
Eagle strategies
Financial advisor
Company:
Merrill edge - San Jose, CA
Financial solutions advisor

Neil Hamady Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
Imagination technologies - Sunnyvale, CA
Marketing & business development consultant
Company:
Prudential financial & pruco securities / bankers life - San Jose, CA
Professional financial planning / financial advisor

Noor Ayesha Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief AccountantTax ConsultantAccount ManagerTax Accountant

Experience & Education

Work

Company:
Infosys technologies, india
Oracle financial consultant
Company:
Bal krishna & co. chartered accountants bangalore, india - Bangalore, Karnataka
Senior accountant and tax consultant

Skills

Oracle 11i,Oracle general ledger,payables,receivables,iexpenses,cash management

Nadeem Memon Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Merrill lynch - San Jose, CA
Financial advisor
Company:
Td ameritrade - Palo Alto, CA
Investment consultant

Manuel Mendoza Sunnyvale, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentRegistered Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportCoordinatorSecurityManagersTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsSupport SpecialistClient Service OfficerCustomer ServiceStudent WorkerNon-ProfitSpokespersonRepresentativeAgentSales ExecutiveDepartment Store SalespersonRetail ProfessionalRetail SalespersonSales RepresentativeInternal Audit ManagerFinance and Accounting SpecialistInternal AuditorCertified AuditorFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperSales Manager

Experience & Education

Position:
Lead RMA Coordinator - Technical Support at Palo Alto Networks
Title:
Manufacturing Operations
Location:
Sunnyvale, California
Industry:
Computer & Network Security
Work history:
Palo Alto Networks Lead RMA Coordinator - Technical Supportsince Jun 2012Palo Alto Networks Operations Support Specialist - Manufacturing OperationsNov 2010 - Jun 2012
Intern for Veteran Financial Advisor at Merrill Lynch

Kyle Young San Jose, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentClient Service OfficerRegistered Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportAdministrative AssociateAdministrative ClerkClerical SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCustomer ServiceSales ExecutiveStudent WorkerApprenticeSupporting MemberRepresentativeBusiness AdministratorPublishing ProfessionalTeam MemberReal Estate Sales AgentBachelor of ArtsInformation Technology SpecialistDatabase Administration ProfessionalDatabase AdministratorIT SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerOperations Manager

Experience & Education

Position:
Customer Service Representative I at Vocera Communications
Title:
Customer Service Representative at Vocera Communication
Location:
San Jose, California
Industry:
Medical Devices
Work history:
Vocera Communications - San Jose, CACustomer Service Representative Isince Nov 2012Coldwell Banker - San Jose, CaliforniaAdministrative AssistantJun 2012 - Nov 2012
Skills:
Customer Service, Salesforce.com, Microsoft Excel, Google Docs, B2B, Retail, POS, Direct Sales,...
Financial Advisor Intern at First Investors Corpor..

Judy Lee Sunnyvale, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerHuman Resources SpecialistRecruitmentAccounts ReceivableAccounts PayableAccounts Payable SpecialistControllerNon-ProfitOperations ManagerBusiness AdministratorRegistered Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportPsychology SpecialistBachelor of ArtsPsychologistDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Title:
Director of Finance and Human Resources
Location:
Sunnyvale, California
Industry:
Accounting
Work history:
Notre Dame High School - BelmontDirector of Finance and Business ServicesFeb 2012 - Oct 2012Notre Dame High School, San Jose - San Jose, Ca.ControllerMay 2011 - Jan 2012
Financial Consultant at Magal Senstar Inc

Kathryn Hisert San Jose, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales PersonBuyerAgentClient Service OfficerSales RepresentativeBuyer and SellerCustomer ServiceContractorAdvisorIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Realtor, Certified Distressed Property Expert & Certified Real Estate Divorce Specialist at...
Title:
Real estate professional based in Santa Clara County. Specialties incl. distressed and divorcing couples' homes.
Location:
San Jose, California
Industry:
Real Estate
Work history:
Fireside Realty & Mortgage - 2111 Lincoln Ave., San Jose, CA 95125Realtor, Certified Distressed Property Expert & Certified Real Estate Divorce Specialistsince May 2012Referral Realty and Cedar Mortgage Realtor and Loan AgentFeb 2004 - May 2012
Financial Advisor Magazine

Eileen Fong Sunnyvale, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationCounselorApprenticeAdvisorStudent WorkerBachelor of ArtsSpokespersonRepresentativeSales Account AssociateSales ExecutiveSales Manager

Experience & Education

Work

Company:
Ohiohealth - Columbus, OH
Lean six sigma process improvement consultant
Company:
Walmart - Bentonville, AR
Supply chain summer intern

Skills

MS Access, Excel VBA, Project, Visio; Minitab; Monte Carlo Simulation, Chinese Native Speaker

David Wight Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerAnalystAnalysts

Experience & Education

Work

Company:
Integrated device technology, inc
Sr. manager, global equity administration
Company:
Responsys - San Bruno, CA
Sr. manager, stock administration

Terence Ferguson Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBuyerBuyer and SellerSales RepresentativeManagerOperations ManagerFund AccountantAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Scottish development international
Vice-president us west coast
Company:
Scottish development international - Glasgow
Senior executive (technology and advanced engineering)

Ivy Hopkins Sunnyvale, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentData AnalystData Entry SpecialistData ScientistResearch AssistantResearcherSurvey ResearcherTeam Member

Experience & Education

Work

Company:
California state university - Long Beach, CA
Department of economics, senior research assistant
Company:
Metrans transportation center - Long Beach, CA
Research assistant

Skills

SQL, Data Analysis, Python, Excel, Research, MS Word, MS Access, MS PowerPoint, Reporting, Stata,...

Simal Soin Sunnyvale, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveCounselorAdvisorOperations ManagerHuman Resources SpecialistRecruitmentMaster of ArtsBachelor of Arts

Experience & Education

Work

Company:
Applied remedial technologies - New Delhi, Delhi
Vice president - business development
Company:
Wells fargo investments & bank, cupertino - Sunnyvale, CA
Investment consultant & avp banking

Judy Lee Sunnyvale, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerControllerManagerOperations ManagerMaster of Business AdministrationBachelor of ArtsPsychologistPsychology Specialist

Experience & Education

Work

Company:
Notre dame high school
Director of finance and business services
Company:
Notre dame high school - San Jose, CA
Controller

Lola Fenner Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerOperations ManagerAssociate AttorneyLawyersService ManagerProgram CoordinatorService Operations ExpertManagersJuris DoctorMaster of Business AdministrationBachelor of Arts

Experience & Education

Work

Company:
Law office of lola u. fenner
Attorney
Company:
Bar membership / affiliations
Member

Boris Garbuzov Sunnyvale, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTeaching AssistantEducational Assistant TeacherSales AgentSales RepresentativeBachelor of Business AdministrationDoctor of PhilosophySoftware EngineerSoftware Developers

Experience & Education

Work

Company:
International student connection
Company:
Ma of economics
Teaching assistant, part-time

Robert Mayberry Sunnyvale, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSolutions AdvisorRepresentativeAdvisorVideo Editor

Experience & Education

Work

Company:
Merrill edge
Financial solutions advisor
Company:
Fidelity investments - Sunnyvale, CA
Investments representative

Rashmi S Sunnyvale, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorBachelor of Arts

Experience & Education

Work

Company:
Matson navigation oakland
Functional consultant
Company:
Bandai namco - San Jose, CA
Functional consultant

Matthew Shoop Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitmentTechnical RecruiterBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Google
Technical sales recruiter
Company:
Microsoft (through collabera) - Redmond, WA
Striker

Simal Soin Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerMaster of Business AdministrationMaster of ArtsBachelor of ArtsHuman Resources SpecialistRecruitment

Experience & Education

Work

Company:
Applied remedial technologies
Vp-business development
Company:
Wells fargo bank, ca
Investment strategist

Ciprian Ghetau Jackson, WY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFounderPartnerDirectorFounding MemberChief ExecutiveOperations ManagerSchool PrincipalSchool AdministratorEducational ManagerGeneralistProject Development SpecialistAdvisorPublisherLeaderSkilled ProfessionalPublishing ProfessionalManagersPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantLicensed Real Estate BrokerProperty ManagerReal Estate ManagerComputer Network ProfessionalNetwork AdministratorBuyerSales PersonBuyer and SellerSales Representative

Experience & Education

Position:
Founder and Principal at Black Sea Capital (Sole Proprietorship)
Title:
M&A, Strategy Advisory, Investments, Turnaround/Restructuring, Early Stage Advisory, Project Management
Location:
Bucharest, Romania
Industry:
Investment Banking
Work history:
Black Sea Capital - Bucharest, RomaniaFounder and Principalsince Dec 2007Capital Partners - Bucharest, RomaniaDirector, M&AFeb 2007 - Dec 2010
Skills:
M&A Experience, Closing Deals, Deal Structuring, Private Equity, Investment Banking,...
Languages:
French, English
acted as exclusive financial advisor to the founder/majority sharehol..

Grace Morioka Sunnyvale, CA

Professions & Specialties

Financial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeBuyerBuyer and SellerCounselorGuideConstructionAdvisorTour GuideManagerOperations ManagerInstructorPedagogueBachelor of ScienceCertified Public AccountantAccounting BookkeeperBookkeeperProperty ManagerReal Estate ManagerNurseNurse Practitioner

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Relocation
Work:
Allison James Estates & Homes
Sunnyvale, CA
(408) 533-8428 (Phone)
License #01521941
Certifications:
SRES
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Residential Rental
Awards:
Top salesperson at Area Pro Realty, Co-Author, Homeowners Association's A Guide to Leadership

Cory Lagoe San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject EngineerMechanical EngineerEngineering SpecialistMechanical Engineering ProfessionalMechanical EngineeringSystems ArchitectSoftware DevelopersBachelor of Art EducationMaster of Business AdministrationFabricatorConstructionProduction WorkerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAutomotive SpecialistAutomotive ProfessionalInternet Marketing ManagerWeb MarketerMarketing Manager

Experience & Education

Position:
Engineer Mechanical at Northrop Grumman Corporation
Location:
San Francisco Bay Area
Industry:
Defense & Space
Work history:
Northrop Grumman Corporation - Sunnyvale, CAEngineer Mechanicalsince Jul 2012Miceli Financial Partners Financial AdvisorDec 2010 - Dec 2012
Skills:
Financial Analysis, Financial Planning, Financial Modeling, Project Planning, MS Project, MS Office ...
Certifications:
Series 6, 63, 65
EIT

Jianhua Lin Sunnyvale, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeProperty ManagerReal Estate ManagerSoftware Developers

Experience & Education

Work:
Realty World - RFP Realty, Inc.
Sunnyvale, CA
(408) 249-5100 (Phone)
License #01363488
About:
I have been a Realtor in south Bay Area since 2002. As a professional real estate agent, I pride...
and I'm also a FINRA registered financial advisor

Elaine Matos San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPlannerPsychologistCustomer ServiceClient Service OfficerPsychology SpecialistBusiness AdministratorAdministrative ClerkClerical SpecialistTeam MemberBilingual Communications SpecialistLinguistLanguage SpecialistChief ExecutiveOperations ManagerAdvertising Sales Agent

Experience & Education

Position:
Financial Aid Officer at EDMC
Title:
Financial Aid Officer at The Art Institute of California-Silicon Valley
Location:
San Francisco Bay Area
Industry:
Education Management
Work history:
EDMC - Sunnyvale, CAFinancial Aid Officersince May 2011Corinthian Colleges Student Finance PlannerNov 2007 - Mar 2011
Languages:
Spanish
..-2010- Worked in partnership with other financial advisor

James Roberts San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerCertified Medical AssistantMedical AssistantHealthcare SupportFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Consultant at Perceptive Insights
Title:
Senior Finance Executive | CMA
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
Perceptive Insights Financial Consultantsince 2012MLSListings, Inc. - Sunnyvale, CADirector of Finance2006 - 2012
Certifications:
Certified Management Accountant (CMA)

Erin Jennings San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerInformation Technology SpecialistIT SpecialistFinancial OfficerFinancial ManagerComputer Software ProfessionalSoftware DevelopersFinancial AnalystMaster of Business AdministrationBachelor of ScienceRecruitmentAdvisor

Experience & Education

Position:
Director, FP&A at Liquid Robotics, Financial Advisor at Posiq, Inc.
Title:
Director, FP&A at Liquid Robotics, Inc.
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Liquid Robotics - Sunnyvale, CADirector, FP&Asince May 2012Posiq, Inc. - San Jose, CaliforniaFinancial Advisorsince Jan 2010
Skills:
Investor Relations, Process Improvement, Budgets, Strategic Financial Planning, Accounting,...

Dave Homan Sebastopol, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior Online LeaderInternet Marketing ManagerWeb MarketerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMarketing ManagerAdvertising Sales AgentFinancial ManagerIT Analyst

Experience & Education

Position:
Financial Advisor at Willow Creek Wealth Management, Advisor at Intersect Marketing Group
Title:
Financial Advisor at Willow Creek Wealth Management
Location:
Sebastopol, California
Industry:
Financial Services
Work history:
Willow Creek Wealth Management - Sebastopol, CAFinancial Advisorsince Mar 2013Intersect Marketing Group - Sebastopol, CAAdvisorsince Jun 2012
Skills:
Social Media Marketing, Blog Marketing, Web Content Management, Personal Financial Planning,...

Kathryn Leahy San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystComputer Software ProfessionalSoftware DevelopersSupporting MemberApprenticeTeam MemberStudent Worker

Experience & Education

Position:
Financial Analyst at NetApp
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
NetApp - Sunnyvale, CAFinancial Analystsince Jun 2010Merrill Lynch Client AssociateMar 2009 - Sep 2009
Worked one on one with Senior Financial Advisor Diane Duerr-Levine to prepare

Bruce Vann Las Vegas, NV

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOwnerChief ExecutiveEditorMarketing ConsultantAdvertising ProfessionalMarket AnalystMarket Research AnalystAdvertising Sales AgentSports TrainersSales Engineering SpecialistSales Engineer

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Las Vegas, Nevada
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Las Vegas, NVFinancial Advisorsince Jan 2012Las Vegas Bowling Academy Publishing Company - Las Vegas, Nevada AreaOwner/EditorJul 2010 - Jul 2012

Rohit Gupta San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerMarketing AdministratorTechnology ManagerOperations ManagerFounderFounding MemberChief ExecutiveTechnical ManagersMarket Research AnalystEngineering ManagerStaff EngineerProject EngineerProfessional EngineerEngineering SpecialistLeaderGuideSecurityAnalystsManagersTour GuideCertified Nurse AideNurseNurse PractitionerEntertainment ProfessionalEntertainerMaster of ScienceComputer Software ProfessionalSoftware Developers

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CaliforniaFinancial Advisorsince Jan 2013VC Taskforce - Palo Alto, CASocial Media Marketing ManagerMar 2012 - Dec 2012
Languages:
German, Hindi, English



Financial Consultants near Sunnyvale, CA073146219292365San JosePalo AltoSanta ClaraMountain ViewFremontMenlo ParkRedwood CityCampbellCupertinoLos Gatos