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Financial Consultants in Temecula, CA

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56 results found

Najla Abdala Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness ManagerSupporting MemberRecognitionTeam MemberMarketing AdministratorBrand PlannerBrand RepresentativeOperations ManagerMarketing ManagerAdvisorAnalystsMarket Research AnalystManagerMaster of Business AdministrationBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDatabase Administration ProfessionalDatabase AdministratorSales Engineering SpecialistSales EngineerDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Title:
Customer Relationship Management
Location:
Temecula, California
Industry:
Electrical/Electronic Manufacturing
Work history:
Merrill Lynch Financial AdvisorJul 2011 - Nov 2012Kyocera Wireless Associate Business ManagerJul 2006 - Jan 2009
Skills:
Marketing Strategy, Market Research, Business Planning, Financial Planning, Latin American markets, ...
Languages:
English, Spanish, Portuguese

Cara Sandell Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior AnalystAnalystAnalystsLogisticianManagersEntertainment ProfessionalEntertainerMarket Research AnalystStudent WorkerVice PresidentChief ExecutiveOperations Manager

Experience & Education

Title:
Senior Financial Consultant at BJ's Restaurants, Inc.
Location:
Temecula, California
Industry:
Financial Services
Work history:
BJ's Restaurants, Inc. - Huntington Beach, CAFinancial Analyst (Contract)Oct 2011 - Oct 2012Strategic Equity Group Senior Analyst (Contract)Aug 2010 - Jun 2011
Skills:
Financial Modeling, Business Planning, Microsoft Excel, Forecasting, DCF, Competitive Analysis,...

Gary Johns San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArea Sales ManagerRegional Sales ConsultantSales RepresentativeCertified Nurse AideNurseNurse PractitionerEquipment Tools Purchasing AgentClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonConstructionBusiness AdministratorMaster of Business AdministrationProperty ManagerReal Estate ManagerCustomer ServiceChief ExecutiveGeneral and Operations ManagerHR Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Merrill Lynch - Greater San Diego AreaFinancial Advisorsince Sep 2012USA Wire and Cable Inc. - Temecula CASouthwest Regional Sales ManagerJan 2012 - Aug 2012

Michael Kane Temecula, CA

Professions & Specialties

Financial ConsultantTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentTerritory Sales ManagerChief Administrative OfficerRegion ManagerMarketing ManagerChief ExecutiveConsumer Goods ProfessionalCommodities ClerkBranch ManagerField Marketing SpecialistMarketing AdministratorAdvisorArea ManagerManagersArmy Lieutenant Colonel

Experience & Education

Position:
Territory Sales Manager- KraftMaid Cabinetry at Masco Retail Cabinet Group
Title:
Territory Sales Manager at KraftMaid Cabinetry
Location:
Temecula, California
Industry:
Consumer Goods
Work history:
Masco Retail Cabinet Group - Southern CaliforniaTerritory Sales Manager- KraftMaid Cabinetrysince Oct 2011Edward Jones Branch Manager/Financial AdvisorJul 2008 - Dec 2010

Micah Morales Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCaregiverNursing AssistantPsychology SpecialistDepartment ManagerDepartment SupervisorManagerOperations ManagerHuman Resources SpecialistRecruitmentPsychologistSpokespersonRepresentative

Experience & Education

Work

Company:
Ing-voya financial
Financial advisor
Company:
United states navy branch clinic - Camp Pendleton, CA
Medical supply chief

Skills

Confident public speaker, Financial aptitude, Staff training and development, Operations...

Tom Schalbe Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficerLoan OfficersInsurance agentCounselorAdvisorAgentSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Famers insurance
Insurance agent
Company:
Horace mann insurance company - Fontana, CA
Insurance sales and personal financial consultant

John Caruso Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeMachinistBusiness AdministratorMachine SpecialistMaster of AccountingBachelor of ScienceBookkeeperTax AccountantOperations Manager

Experience & Education

Work

Company:
Intuit
Ask a tax expert
Company:
Hd vest
Financial advisor/registered representative

Gabriel Domenici Riverside, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBankerFinancial Management AnalystRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceSecurityRepresentativeBachelors DegreeAssociate of ScienceGeneral EducationMathematicsMathematicianFinance and Accounting SpecialistTax AccountantAccounting BookkeeperBookkeeper

Experience & Education

Position:
SR. FINANCIAL ADVISOR at Union Bank
Location:
Riverside, California
Industry:
Investment Management
Work history:
Union Bank - RiversideSR. FINANCIAL ADVISORsince Sep 2012BBVA Compass - Riverside CARetail Relationship ManagerMar 2007 - Sep 2012

Ashley Houseknecht Temecula, CA

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentFinance and Accounting SpecialistAccounting ClerkCertified Public AccountantAccounting BookkeeperBookkeeperChief Administrative OfficerChief ExecutiveOperations ManagerSales RepresentativeProperty ManagerReal Estate Manager

Experience & Education

Title:
Financial Services Professional
Location:
Temecula, California
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisor TraineeDec 2010 - Apr 2011Doucett & Silfies CPAs, Inc. - Big Bear Lake, CAStaff AccountantNov 2006 - Dec 2010

David Neugart Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonOwnerChief ExecutiveCertified Nurse AideNurseNurse PractitionerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Platinum Capital Financial
Title:
President Platinum Capital Services
Location:
Temecula, California
Industry:
Financial Services
Work history:
Platinum Capital Financial Ownersince Jan 2000Platinum Capital Real Estate Real Estate Broker2001 - 2011
Skills:
Estate Planning, Insurance, Securities, Personal Financial Planning, Retirement, Residential Homes, ...
As a Financial Advisor I use a detailed approach to hel..

Ryan Phillips Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales AgentSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCounselorAdvisor

Experience & Education

Position:
Sales Agent at Allison James Estates & Homes
Location:
Temecula, California
Industry:
Real Estate
Work history:
Allison James Estates & Homes Sales Agentsince Sep 2009Wachovia Securities - Dallas/Fort Worth AreaFinancial AdvisorJun 2007 - Sep 2009

Richard Olson Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFounderOwnerFounding MemberChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Richard Olson Financial Group, Founder and Owner at Veterans Advocacy Associates
Title:
Financial Advisor
Location:
Temecula, California
Industry:
Financial Services
Work history:
Richard Olson Financial Group - Temecula, CAFinancial Advisorsince 2005Veterans Advocacy Associates - Temecula, CAFounder and Ownersince Nov 2005

Ricardo Flores Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMortgage SpecialistLoan OfficersDistrict ManagerRegion ManagerArea ManagerManagersChief ExecutiveOperations ManagerBusiness AdministratorSales RepresentativeSenior Customer Service RepresentativeClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Edward jones - Temecula, CA
Financial advisor
Company:
Adp retirement services - San Diego, CA
Major accounts retirement services district manager

Skills

Accomplished sales professional with 15 years of professional business to business sales experience ...

Dora Douglas Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerIndependent ConsultantCounselorAdvisorHealthcare SupportElectrocardiograph OperatorMedical SonographersOperations Manager

Experience & Education

Work

Company:
Organo gold, international
Independent consultant/network marketing
Company:
Cfpg - Temecula, CA
Home loan financial mitigator/customer service

Skills

Commercial Property Management, Supervised 10+ employees, Leadership, Advertisement, Network Marketing

Linda Doolittle Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor and Health & Life Insurance Broker at Five Rings Financial, LLC
Title:
--Health & Life Insurance Broker and Financial Advisor
Location:
Temecula, California
Industry:
Financial Services
Work history:
Five Rings Financial, LLC - Temecula, CaliforniaFinancial Advisor and Health & Life Insurance Brokersince Jan 2012

Judy Nelson Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan SpecialistLoan OfficersCounselorAdvisorOffice AssistantOffice ClerkClerical SpecialistBachelor of ScienceChief ExecutiveLoan Accountant

Experience & Education

Work

Company:
New american funding
Loan consultant
Company:
First stop financial consultant

Brian Havey Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisor

Experience & Education

Position:
Financial Counselor at Havey Connection
Title:
Accredited Financial Consultant
Location:
Temecula, California
Industry:
Financial Services
Work history:
Havey Connection Financial Counselorsince 2010Havey Connection Consultant2010 - 2011

Diane Stumpp Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerOffice AssistantOffice ClerkClerical SpecialistCustomer ServiceSales Manager

Experience & Education

Work

Company:
The californian/north county times
Multi-media account executive
Company:
Ameriprise financial - Temecula, CA
Office assistant to financial advisor, lori hoopingarner

Carolyn Ballard Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCrewmanTeam Member

Experience & Education

Work

Company:
Certified financial protection group - Temecula, CA
Financial advisor mitigator

Skills

MS Office Suite, MSP/RMS, CROSS/ VM, TSO, Peachtree, QuickBooks, Microsoft Project, Microsoft...

Misty Christ Temecula, CA

Professions & Specialties

CollectorFinancial ConsultantRepossessorCollections SpecialistFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerHuman Resources SpecialistRecruitmentManagerOperations ManagerPhotographerAnalystSupervisorRepresentativeAnalystsManagersAccount AnalystCustomer Service AssociateClient Service OfficerAdvocateJuristLegal CounselCustomer Service

Experience & Education

Work

Company:
Medical practice management resources- temecula, ca/ cymetrix llc.- san diego, ca
Lead contract analyst/ account analyst/ patient advocate/ collection specialist
Company:
Sharp memorial hospital- san diego, ca/ fairview hospital- minneapolis, mn
Supervisor/ financial advisor/ patient advocate/appeals representative

Isabel Fregoso Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer ServiceFood and Beverages ProfessionalFood and Beverage Attendant

Experience & Education

Work

Company:
Fallbrook hospital
Financial counselor
Company:
Office depot
Customer service specialist

Adam Mayfield Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief Executive

Experience & Education

Work

Company:
Wells fargo advisors
Vp investments / financial advisor
Company:
Jp morgan chase - New York, NY
Vp investments / financial advisor

Amy Everett Temecula, CA

Professions & Specialties

Loan OfficerFinancial ConsultantLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales Director

Experience & Education

Work

Company:
Diamond consulting group - Temecula, CA
Financial advisor debt modification loan modification
Company:
Standards of excellence - Murrieta, CA
Inside outside sales / sales manager

Skills

References Professional :

Michael Kane Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeMarketing ProfessionalAdvertising Sales Agent

Experience & Education

Work

Company:
Edward jones investments - Wildomar, CA
Financial/investment advisor
Company:
Equity title company - Los Angeles, CA
Title representative/marketing specialist

Kesha Day Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness SpecialistCounselorSupervisorAdvisorManagersOperations Manager

Experience & Education

Work

Company:
Ashford university
Lead military admissions counselor
Company:
Acu-shield financial - San Diego, CA
Financial advisor/supervisor

Cami Mccorkle Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Chase
Financial advisor, vp
Company:
Citigroup
Financial advisor, vp

Wendy Peters Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Royal caribbean cruise lines - Springfield, OR
Special service representative
Company:
Waddell & reed, inc - Eugene, OR
Financial advisor

Theresa Romero Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorManagersAdvertising ProfessionalAdvertising Sales AgentCustomer ServiceClient Service OfficerSales PersonSales RepresentativeReceptionistFront Desk ClerkInvestorSupervisorAdministrative AssociateProject ManagerRepresentativeConstructionBusiness AdministratorOrganization ManagementNon-ProfitFront Office ReceptionistAdministrative ClerkClerical SpecialistPedagogueAdult Education TeacherFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDepartment SupervisorProgram DirectorChief Administrative OfficerManagerOperations ManagerProject ManagersChief ExecutiveConfiguration ManagementSoftware Deployment EngineerSoftware EngineerSoftware DevelopersBachelor of ScienceStudent WorkerTechnicians

Experience & Education

Position:
Franchise Liaison Marketing and Communication at 1 Stop Pool Pros Inc
Title:
Franchise Liaison - Marketing and Communication
Location:
Temecula, California
Industry:
Marketing and Advertising
Work history:
1 Stop Pool Pros Inc - Orange County and Inland Empire, CaliforniaFranchise Liaison Marketing and Communicationsince Oct 2012Keyways Vineyard & Winery - Temecula, CATasting Room Pourer Customer Service2012 - Oct 2012
Skills:
Microsoft Office, Project Coordination, Marketing Strategy, Budgets, Government, QuickBooks,...
..Spouse Fellowship for the Accredited Financial Counselor

Britany Ray Carlsbad, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeResearcherSurvey ResearcherCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEntertainment ProfessionalEntertainerModelInvestorManagersOffice ClerkClerical SpecialistHuman Resources SpecialistRecruitmentMarketing ProfessionalMarket Research AnalystAdvertising Sales AgentPartnerOperations ManagerChief ExecutiveBachelor of ArtsDatabase Administration ProfessionalDatabase AdministratorSystems Support SpecialistSupport Specialists

Experience & Education

Position:
Insurance Broker at Orr & Associates Insurance Services (Sole Proprietorship), Executive...
Title:
Insurance Broker at Orr & Associates Insurance Services
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Orr & Associates Insurance Services - Temecula, CAInsurance Brokersince Feb 2013Katalyst Group - Los Angeles, CAExecutive Recruiting Researcher (Contract)since Jan 2012
Skills:
Customer Relations, Microsoft Office, Administration, Problem Solving, Excel, PowerPoint, Access,...
Certifications:
Property & Casualty Insurance License, California Department of Insurance
Financial Advisor Magazine

Don Kuhn San Diego, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorChairman EmeritusFinancial ManagerOperations ManagerChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArmy Lieutenant ColonelLeaderManagersVice PresidentPartnerDepartment SupervisorCommunity Service ManagerAdvisorNon-ProfitAnalystsSales AgentSales RepresentativeGovernment Administration ProfessionalPsychology Specialist

Experience & Education

Position:
Relationship Portfolio Manager / Director of Insurance Programs at FUTR Family Management, LLC,...
Title:
Wealth is more than Money. . .
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
FUTR Family Management, LLC - United StatesRelationship Portfolio Manager / Director of Insurance Programssince Nov 2012Estate Equities - West Coast, United States of AmericaInsurance Consultingsince Aug 2009
Languages:
Spanish
Financial Advisor Magazine

Anthony Bocchini San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorAccount Service ManagerClient Service OfficerInformation Technology SpecialistIT SpecialistCustomer ServiceProject ManagerTraining ManagerManagersSupplierSales ExecutiveSales and Service SpecialistSales AgentServices ProfessionalSales RepresentativeSalesForce AdministratorComputer Network ProfessionalSoftware EngineerSystems AdministratorLinux AdministratorUnix AdministratorDatabase Administration ProfessionalDatabase AdministratorNetwork AdministratorSoftware DevelopersComputer Systems AdministratorSEO SpecialistInternet Marketing ManagerWeb MarketerSales ManagerSales DirectorChief Learning OfficerMarketing ManagerOperations ManagerProject ManagersHunterFarmerFarmworkerAccount ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitmentTraining and Coaching ProfessionalProfessional Development Teacher

Experience & Education

Position:
Account Executive at Blue Sky Broadcast
Title:
Sr. Solutions Consultant
Location:
Greater San Diego Area
Industry:
Information Technology and Services
Work history:
Blue Sky Broadcast - Greater San Diego AreaAccount Executivesince Aug 2012Knowledge United - Murrieta, CASr. Education ConsultantFeb 2011 - Jun 2012
Skills:
Marketing Strategy, Technical Training, Financial Management, Inside Sales, Account Management,...
Languages:
English, Spanish
Certifications:
Red Hat Certified Sales Specialist

Bruce Rossiter Temecula, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChairpersonChief Executive OfficerChief ExecutiveCorporate ExecutiveSenior Vice PresidentDirectorManagement Team ExecutiveOperations ManagerVice PresidentSecuritySupporting MemberSpeakerTeam MemberSpokespersonRepresentativeMaster of Business AdministrationAdvertising ProfessionalAdvertising Sales Agent

Experience & Education

Position:
Chief Executive Officer at Zoom Industries
Title:
President at Zoom Industries
Location:
Temecula, California
Industry:
Venture Capital & Private Equity
Work history:
Zoom Industries - San JoseChief Executive Officersince Aug 2008Value Court - San JosePresidentJun 2011 - Dec 2012
Certifications:
Social Media Strategist, Social Media Magic University
Corporate Financial Advisor at Morgan Stanley

Jamie Van Wagoner Temecula, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantSupervisorManagersCounselorAdvisorSenior Customer Service RepresentativeHuman Resources SpecialistRecruitmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Branch Supervisor at Pacific Marine Credit Union
Title:
Branch Supervisor
Location:
Temecula, California
Industry:
Banking
Work history:
Pacific Marine Credit Union - Temecula, CABranch Supervisorsince Nov 2010JPMorgan Chase - Fallbrook, CAPersonal BankerMay 2010 - Nov 2010
Skills:
Customer Service, Banking, Credit, Loans, Team Building, Sales, Coaching, CRM, Management,...

Irene Miles Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveVice PresidentAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Owner at Miles Preservation, Horses at 7 Miles-Greenfield Ranch
Title:
7 Miles & Greenfield Ranch
Location:
Temecula, California
Industry:
Higher Education
Work history:
Miles Preservation - Temecula, CAOwnersince Jan 19977 Miles-Greenfield Ranch - Pala, CaliforniaHorsessince Aug 1992

Curtis Feaster Temecula, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationElectrical EngineerElectrical EngineeringProgram DirectorChief Executive OfficerOperations ManagerCorporate ExecutiveChief ExecutiveBachelor of ScienceRepresentativeManagement AnalystAnalystsSoftware DeveloperSoftware Developers

Experience & Education

Work

Company:
Communications test design, inc. - Fontana, CA
Program manager
Company:
Fresno mbda business center - Fresno, CA
Executive director

Skills

Statistics & Quantitative Analysis, Corporate Finance, Micro & Macro Economics, Accounting, ...

Pamela Wright Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveSales PersonSales RepresentativeHostessFood Service WorkerFood and Beverages ProfessionalFood and Beverage AttendantLicensed Real Estate BrokerProperty ManagerReal Estate ManagerPublishing Professional

Experience & Education

Work

Company:
Lake chelan pest control - Chelan, WA
Owner
Company:
Leavenworth pest control, llc - Leavenworth, WA
Owner

Skills

QuickBooks Pro, Word, Excel, Publisher, AS/400

Jose Valle Temecula, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentNational DirectorSenior ManagerChief ExecutiveOperations ManagerCounselorAdvisorCorporate ExecutiveArea ManagerManagers

Experience & Education

Work

Company:
International education corp
National director of community business and presentation development
Company:
Alta colleges inc
Senior manager/consultant

Hope Witteman Temecula, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerSpeakerSupervisorSpokespersonRepresentativeManagersTeam MemberVice PresidentChief Executive

Experience & Education

Work

Company:
Ameriprise financial services, inc - Lake Elsinore, CA
Registered principal delegate
Company:
Ameriprise financial services, inc - San Diego, CA
Field compliance supervisor

Imelda Ortiz Temecula, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance agentTravel AgentTravel CounselorSales ExecutiveBusiness AdministratorSales ManagerOperations Manager

Experience & Education

Work

Company:
Freeway insurance services - Moreno Valley, CA
Insurance agent.(sales)
Company:
Adriana's insurance services - Anaheim, CA
Insurance agent. (sales)

Rita Collins Temecula, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSecretaryHealth Information ManagerCertified Nurse AideHealth Services AdministratorMedical Services ManagerHealth Services ManagerNurseNurse PractitionerPsychiatric SpecialistClerical Specialist

Experience & Education

Work

Company:
Southwest health care system
Unit secretary
Company:
Southwest health care system
Case manager assistant

Utpal Parikh Temecula, CA

Professions & Specialties

Independent ConsultantSupporting MemberCounselorAdvisorTeam MemberLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales Account AssociateSales ExecutiveSales ManagerSales AgentSales RepresentativeClient Service OfficerChief ExecutiveFounding MemberCustomer ServiceComputer Scientists

Experience & Education

Work

Company:
Upa investments, inc
Independent consultant - business development, marketing & sales
Company:
California realtor association - Temecula, CA
Realtor/sales associate

Jose Valle Temecula, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorManagerOperations ManagerCounselorAdvisorCorporate ExecutiveChief ExecutiveArea ManagerManagers

Experience & Education

Work

Company:
Corinthian colleges
Director
Company:
Alta colleges inc
Senior regional manager/consultant

Eulalio Carranco Temecula, CA

Professions & Specialties

Rental Sales AgentRental ClerkAutomobile DetailerAutomobile MechanicAutomotive SpecialistAutomotive ProfessionalSales RepresentativeBoiler InstallerBoilermaker

Experience & Education

Work

Company:
Avis budget group - Sacramento, CA
Rental sales agent
Company:
Little rays trucking - Salinas, CA
Detail specialist

John Heberle Temecula, CA

Professions & Specialties

Financial Services Sales AgentProposition PlayerGaming WorkerHostControllerFinancial OfficerFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Oceans eleven casino - Oceanside, CA
Proposition player and poker host
Company:
Evergreen realty group, llc - Pasadena, CA
Controller

Ryan Phillips Temecula, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeProperty ManagerReal Estate Manager

Experience & Education

Work:
Allison James Estates and Homes
Temecula, CA
(469) 387-3816 (Phone)
About:
I'm a full time real estate professional serving North SD & Riverside County. I represented over...
I have a background as a Financial Advisor with Wachovia where I analyzed a..

Krystle Herbrandson Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness Management AnalystCounselorBusiness ManagerAdvisorOperations ManagerBachelor of ScienceManagersSales ManagerShop ManagerRetail Sales ManagerBuyer and SellerSales RepresentativeServices ProfessionalSales and Service SpecialistSales Agent

Experience & Education

Position:
Financial Advisor- PMD at Merrill Lynch
Title:
Financial Advisor, M.B.A
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Temecula, CAFinancial Advisor- PMDsince Mar 2012Consultant - Temecula, CABusiness Management Analyst ConsultantNov 2009 - Feb 2012

John Caruso Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTutorTax PreparerCertified Public AccountantTax AccountantAccounting BookkeeperBookkeeperRepresentativePlannerOwnerChief ExecutiveFinance and Accounting SpecialistBusiness AdministratorComputer Numerically Controlled OperatorIndustrial OperatorOperations ManagerComputer Software ProfessionalSoftware DevelopersSales Representative

Experience & Education

Position:
Tax Preparer at Jackson Hewitt Tax Service, Intuit Ask-a-Tax Expert at Intuit, Accounting and...
Title:
Accounting & QuickBooks Tutor at WyzAnt Tutoring
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Jackson Hewitt Tax Service - Murrieta, CATax Preparersince Dec 2012Intuit - IntuitIntuit Ask-a-Tax Expertsince Dec 2011
Financial Advisor/Registered Representative at HD..

Kevin Landen Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagement AnalystsPsychology Specialist

Experience & Education

Position:
President at St Matthews Capital Management
Title:
President St Matthews Capital Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
St Matthews Capital Management - Temecula, CAPresidentsince Oct 2011Edward Jones Financial AdvisorMay 2008 - Oct 2011

Sherry Rager Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent RepresentativeCommissionerMediatorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Independent Representative of Primerica, Inc. at Primerica, Inc., a public company
Title:
Independent Representative of Primerica, Inc
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Primerica, Inc., a public company - Temecula, CAIndependent Representative of Primerica, Inc.since Oct 1999US Government Accredited Financial CounselorAug 1989 - Jun 1993

Rick Mielke Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorAdvertising ProfessionalAdvertising Sales AgentCommercial AnnouncerPresenterVideo EditorVoice Artist

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Edward Jones - Orange County, California AreaFinancial Advisorsince Jan 2012Wells Fargo Advisors, LLC - Temecula, CAFinancial Advisor Training ProgramFeb 2011 - Aug 2011



Financial Consultants near Temecula, CA04649281,3921,8562,320San DiegoCarlsbadRiversideSan Juan CapistranoCoronaOceansideSan ClementeRedlandsEscondidoEncinitas