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Financial Consultants in Thousand Oaks, CA

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126 results found

Gregory Cote Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Chief Administrative Officer • Regional Vice President • Financial Director • Chief Executive • Vice President • Financial Officer • Financial Manager • Advisor • Team Member • Operations Manager • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Business Analyst at Dole Food Company
Location:
Greater Los Angeles Area
Industry:
Food & Beverages
Work history:
Dole Food Company - Westlake Village, CAFinancial Business Analystsince Aug 2012WellPoint, Inc Financial ConsultantMar 2009 - Jul 2012
Full Profile

Ryan Burke Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • General Education • Business Administrator • Construction • Advisor • School Administrator • Educational Manager • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor / CSNA at Merrill Lynch, President at BurkeekruB, Inc.
Title:
Financial Advisor / CSNA
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Westlake Village CAFinancial Advisor / CSNAsince Aug 2012BurkeekruB, Inc. - Thousand Oaks, CAPresidentsince Sep 2007
Full Profile

Sev Salibian Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Entertainment Professional • Entertainer • SalesForce Administrator • Database Administration Professional • Database Administrator • Marketing Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entrepreneur • Managers • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst • Internet Marketing Manager • Web Marketer • Client Service Officer • Sales Representative • Customer Service • Lawyers

Experience & Education

Position:
Marketing Director at YEKRA
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
YEKRA - Studio City, CAMarketing Directorsince 2012Merrill Lynch - Greater Los Angeles AreaPractice Management Development Financial AdvisorJan 2011 - May 2011
Skills:
Business Development, Salesforce.com, Financial Analysis, Marketing, Finance, New Business...
Full Profile

Karl Drilling Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Certified Nurse Aide • Nurse • Nurse Practitioner • Associate of Arts • Information Technology Specialist • IT Specialist • Contractor • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Westlake Village, CAFinancial Advisorsince Dec 2012Merrill Lynch - Beverly Hills, CAPMD Global Wealth ManagementMar 2011 - Nov 2012
Full Profile

Michelle Madonna Los Angeles, CA

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Webmaster • IT Analyst • Web Developer • User Interface Designer • Software Developers • Owner • Sales Manager • Project Managers • Chief Executive • Bachelor of Agriculture • Acting Professional • Impersonator • Customer Service • Client Service Officer • Sales Representative • Sales Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Thousand Oaks, CAAssociate Financial Advisorsince Jun 2012Self directed stock options investor Options TraderMay 2009 - May 2012
Full Profile

Patrick Lopker Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Certified Public Accountant • Board Member • Financial Officer • Financial Manager • Corporate Executive • Management Team Executive • Operations Manager • Human Resources Specialist • Recruitment • Philanthrope • Non-Profit • Bachelor of Science • Entertainment Professional • Entertainer

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Westlake Village, CAFinancial Advisorsince Jul 2010Lilly & Lopker, LLC Owner2002 - 2010
Certifications:
Series 7 and 66, FINRA
Certified Public Accountant, California Board of Accountancy
Full Profile

Christopher Miller Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Manager • Deputy Director • Operations Manager • Deputy Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Master of Science • Regional Sales Consultant • Sales Representative • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Director, Valley Coast Complex at Merrill Lynch
Title:
Director at Merrill Lynch Global Wealth Management | Complex Manager | Valley Coast Complex
Location:
Westlake Village, California
Industry:
Financial Services
Work history:
Merrill Lynch - Westlake Village, CADirector, Valley Coast Complexsince Nov 2011Merrill Lynch - 5th Avenue Financial Center, New York, NYAssociate DirectorFeb 2009 - Nov 2011
Skills:
Investments, Wealth Management, Asset Allocation, Financial Services, Strategy, Alternative...
client service standards and new Financial Advisor development
Full Profile

Hanh Juzang Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Partner • Chief Executive • Computer Network Professional • Network Administrator • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Woodland Hills CAFinancial Advisorsince Mar 2013Merrill Lynch Wealth Management - Westlake Village, CAFinancial Advisor/Portfolio AdvisorApr 2011 - Mar 2013
Certifications:
Series 7
Series 66
Full Profile

Jonathan Payne Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Training and Coaching Professional • Professional Development Teacher • Vice President • Chief Executive • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Investment Advisor Representative at Tactical Wealth Solutions
Title:
Investment Advisor Representative, Tactical Wealth Solutions
Location:
Camarillo, California
Industry:
Financial Services
Work history:
Tactical Wealth Solutions - Camarillo, CAInvestment Advisor Representativesince Oct 2012Wells Fargo Advisors, LLC - 1000 Town Center Drive Oxnard, CA 93036Financial AdvisorFeb 2010 - Jul 2012
Full Profile

Patricia Ann Adrian Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Spendmymoneywisely.com
Title:
ChFC, Chartered Financial Consultant
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Spendmymoneywisely.com - Woodland Hills, CAFinancial Consultantsince Mar 2009MetLife Securities, Inc. Planned Estate Services - Westlake Village, CAFinancial PlannerMar 2004 - Feb 2009
Languages:
Spanish
Full Profile

Rachel Lucas Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Administration at Tom Anderson Guitarworks
Location:
Greater Los Angeles Area
Industry:
Music
Work history:
Tom Anderson Guitarworks - Newbury Park, CAAdministrationsince Feb 2008Edward Jones Financial AdvisorJun 2006 - Dec 2007
Full Profile

Jean Labadie Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Bachelor of Business Administration • Analysts

Experience & Education

Work

Company:
Robert half international - Westlake Village, CA
Senior financial consultant
Company:
West lake - Village, CA, US
Senior financial analyst
Full Profile

Barry Mann Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Business Administrator • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration • Athletes • Operations Manager

Experience & Education

Position:
Financial Advisor at Financial Pointe
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Financial Pointe - Westlake Village, CAFinancial Advisorsince Oct 2011Eden Memorial Park Family Service CounselorMar 2006 - Jul 2009
Full Profile

Samuel Chilakos Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Finance • Financial Officer • Financial Manager • Vice President • Chief Executive • Corporate Counsel • Of Counsel • Jurist • Legal Counsel • Juris Doctor • Bachelor of Science

Experience & Education

Work

Company:
Business affairs/legal
Company:
Financial consultant
Full Profile

Chris Simonoff Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Client Service Officer • Customer Service • Reporter

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
Full Profile

Gary Kelman Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Territory Sales Manager • Region Manager • Master of Science • Bachelor of Science • Psychologist • Wellness and Fitness • Psychology Specialist • Area Manager • Managers • Non-Profit • Sports Trainers

Experience & Education

Position:
Account Vice President - Wealth Management at UBS Financial Services, Inc.
Title:
Account Vice President - Wealth Management, UBS Financial Services, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Westlake Village, CAAccount Vice President - Wealth Managementsince Nov 2008Morgan Stanley Financial AdvisorOct 2003 - Oct 2008
Full Profile

Linda Mead Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Business Administrator • Operations Manager • Sales Representative

Experience & Education

Work

Company:
Ucla
Student
Company:
Wells fargo advisors, llc - Westlake Village, CA
Financial advisor
Full Profile

Eugene Catrambone Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Advisor • Managing Partner • Operations Manager • Partner • Chief Executive

Experience & Education

Work

Company:
Tempus consulting
Fx advisor
Company:
Mbmg international group - bangkok
Financial advisor

Skills

Active FINRA Series 65
Full Profile

Jeff Sorensen Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Planner • Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & Founder, Financial Planner, Financial Advisor at Sorensen Wealth Management
Title:
Financial Advisor and Planner specializing in proactive wealth management solutions for pre-reitrees and retirees
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Sorensen Wealth Management - Westlake Village, CAPresident & Founder, Financial Planner, Financial Advisorsince Nov 1986
Certifications:
Registered Investment Advisor (RIA), Securities Exchange Commission (SEC)
Series 7, FINRA
Full Profile

Joseph Buchanan Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
Ubs financial services beverly hills complex
Financial advisor
Full Profile

Joe Harris Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Business Administrator • Operations Manager

Experience & Education

Position:
CPA at Englander & Englander LLP, Financial Advisor at Commonwealth Financial Advisors, Inc.
Title:
Certified Public Accountant - Englander & Englander
Location:
Thousand Oaks, California
Industry:
Accounting
Work history:
Englander & Englander LLP - Westlake Village, CACPAsince Feb 2009Commonwealth Financial Advisors, Inc. Financial Advisorsince Mar 2010
Certifications:
Certified Public Accountant, California Board of Accountancy
Series 65 - Uniform Investment Adviser Law Examination, FINRA
Full Profile

Ron Winzelberg Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Business Administrator • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Anthem blue cross
Health plan advisor
Company:
Countrywide investment services
Financial advisor
Full Profile

Ernest Ramirez Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Operations Manager

Experience & Education

Work

Company:
Fidelity investments
Financial representative
Company:
Merrill lynch - Bakersfield, CA
Financial advisor
Full Profile

Michaela Rauscher Calabasas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Relations

Experience & Education

Position:
Financial Advisor at Western International Securities
Title:
Financial Advisor Western International Securities
Location:
Calabasas, California
Industry:
Financial Services
Work history:
Western International Securities - 2555 Townsgatre Rd # 300, Westlake Village CA 91361Financial Advisorsince Aug 2012Merrill Lynch Financial AdvisorAug 2007 - Jul 2012
Languages:
German
Full Profile

Mark Winter Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Operations Manager • Business Administrator • Representative • Advisor • Bachelor of Science • Underwriter • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at EBA
Title:
CLU, ChFC | President, EBA
Location:
Westlake Village, California
Industry:
Financial Services
Work history:
EBA Presidentsince Jul 1977
Full Profile

Jim Mckenzie Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Financial Director • Chairperson • Chief Executive Officer • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Corporate Executive • Advisor • Independent Contractor • Philanthrope • Contractor • Non-Profit • Independent Business Owners • Management Team Executive • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Lawyers • Recruitment

Experience & Education

Position:
Independent Business and Financial Consultant at Independent - Self Employed
Title:
Chief Troubleshooter - Operations, Finance, Organizational Executive and Advisor with COO and CFO Experience
Location:
Greater Los Angeles Area
Industry:
Management Consulting
Work history:
Independent - Self Employed - Westlake Village, CAIndependent Business and Financial Consultantsince 2011National Academy of Sports Medicine - Calabasas, CAPresident, COO and CFO2005 - 2011
Certifications:
Certified Public Accountant
Full Profile

David Ramos Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Director of Planning • Operations Manager • Supervising Planner • Concierge • Butler • Counselor • Personal Care Aide • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Manager at Financial Pointe Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Financial Pointe Wealth Management Wealth Managersince Nov 2004Sagemark Consulting - Westlake Village, CAFinancial AdvisorJul 1999 - Nov 2004
Full Profile

Chuck Vogelbach Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Director of Operations • Program Director

Experience & Education

Position:
Financial Advisor at New York Life Insurance Company
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - Westlake Village, CAFinancial Advisorsince Apr 2010Teradyne, Inc. Operations/Program ManagerApr 2008 - May 2010
Skills:
Product Management, Business Strategy, Cross-functional Team Leadership, Strategic Planning,...
Full Profile

Louis Ashamallah Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Vice President at UBS Financial Services, Inc.
Location:
Westlake Village, California
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Westlake Village, CAAccount Vice Presidentsince Apr 2007Los Angeles Venture Association Board MemberJun 2010 - May 2012
Financial Advisor
Full Profile

Lynn Hock Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Jurist • Legal Counsel

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Merrill Lynch - Westlake Village, CAFinancial Advisorsince Oct 2012Aviara Real Estate - Westlake Village, CABroker-AssociateMar 2012 - Feb 2013
Full Profile

Sarah Reznick Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Counselor • Managers • Advisor • Manager • Operations Manager

Experience & Education

Position:
Financial Advisor, CRPC at Edward Jones at Edward Jones
Location:
Newbury Park, California
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor, CRPC at Edward Jonessince Jun 2011Merrill Lynch Financial Advisor, CRPCAug 2009 - Jun 2011
Skills:
B2B, Training, Small Business, Financial Analysis, Financial Advisory, Portfolio Management,...
Languages:
Spanish
Certifications:
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Kevin Holmes Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Westlake Village, California
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Westlake VillageFinancial AdvisorTHE DAVID BERGMANN GROUP InternJun 2011 - Sep 2011
Full Profile

Cher Munoz Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Vice President • Chief Executive • Financial Manager • Research Associate • Research Specialist • Research Scientist • Speaker • Advisor • Spokesperson • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor and President at Zephyr Investment Management, Vice President and Portfolio...
Title:
President, Zephyr Investment Management
Location:
Thousand Oaks, California
Industry:
Investment Management
Work history:
Zephyr Investment Management - Los Angeles and Ventura County areasFinancial Advisor and Presidentsince Jan 2013Zephyr Investment Management - Westlake Village, CAVice President and Portfolio Managersince Mar 2002
Certifications:
Chartered Financial Analyst, CFA Institute
Full Profile

John Esposito Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Captain • Manager • Marketing Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Western International Securities, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Western International Securities, Inc. - Westlake Village, CAFinancial Advisorsince Jan 2011Financial West Group - Westlake Village, CABranch ManagerApr 1991 - Dec 2010
Full Profile

Chris Blanton Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Founder • Operations Manager • Founding Member • Chief Executive • Sales Director • Regional Vice President • Marketing Manager • Philanthrope • Leader • Non-Profit • Managers • Psychologist • Senior Online Leader • Web Marketer • Internet Marketing Manager • Database Administration Professional • Database Administrator • Psychology Specialist

Experience & Education

Position:
Wealth Manager at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Internet
Work history:
Merrill Lynch - Westlake Village, CAWealth Managersince Mar 2013Scratch Brands - Ventura, CAFounderJan 2010 - Jan 2013
Skills:
Strategic Planning, Team Leadership, Start-ups, Entrepreneurship, E-commerce, Executive Management, ...
Languages:
English, Japanese, Korean, Mandarin, French
Full Profile

Enrico Cacciapuoti Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Financial Advisor at NWF Advisory
Location:
Los Angeles, California
Industry:
Financial Services
Work history:
NWF Advisory - Los AngelesFinancial Advisorsince Mar 2003Royal Alliance Associates INC - Thousand Oaks, CAInvestment AdvisorJan 1998 - Mar 2003
Full Profile

James Pilkington Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager

Experience & Education

Title:
Financial services industry
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Westlake Village, CAFinancial AdvisorSep 2011 - Dec 2012California State University Northridge University Student Union Member, Board of DirectorsJun 2010 - Jun 2011
Skills:
Portfolio Management, Strategic Financial Planning, Finance, Asset Management, Risk Management,...
Full Profile

Christina Wiliams Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Security

Experience & Education

Position:
Financial Advisor at Transamerica Financial Advisors, Inc.
Title:
Helping Families Plan for Future
Location:
Westlake Village, California
Industry:
Financial Services
Work history:
Transamerica Financial Advisors, Inc. - Westlake VillageFinancial Advisorsince Nov 2011Protection One Security Residential Sales ConsultantNov 2006 - Jan 2010
Skills:
Selling, Cold Calling, Direct Sales, Sales Management, Account Management, Sales, Sales Process,...
Full Profile

Daniel Minnich Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Database Administration Professional • Database Administrator • Operations Manager

Experience & Education

Position:
Finance & Control Intern at Nestle S.A.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Nestle S.A. - Glendale, CAFinance & Control Internsince Jun 2013Merrill Lynch - Century City, CAFinancial Advisor2009 - 2011
Skills:
Equities, Fixed Income, Financial Analysis, Financial Modeling, Valuation, Investment Banking,...
Full Profile

Debbie Basch Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Customer Service

Experience & Education

Position:
Financial Advisor, Relationship Manager at CAPTRUST
Title:
Financial Advisor, Relationship Manager at CAPTRUST Financial Advisors
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
CAPTRUST - Westlake Village, CAFinancial Advisor, Relationship Managersince Jul 2012Diversified Investment Advisors Account ExecutiveDec 2007 - Jun 2012
Full Profile

James Lauffer Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Assistant Vice President • Vice President • Chief Executive • Marketing Manager • Marketing Professional • Brand Planner • Advertising Sales Agent • Brand Representative • Graphic Designer • Software Developer • Software Developers

Experience & Education

Work

Company:
Self
Consultant
Company:
Morgan stanley smith barney - Valencia, CA
Associate vice president, financial advisor

Skills

Sales, Sales Management, Marketing, Advertising, Branding, Public Relations, Graphic Design, Web...
Full Profile

James Mckenzie Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Operating Officer • Financial Director • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Corporate Executive • Management Team Executive • Bookkeeper • Lawyers

Experience & Education

Work

Company:
Independent business and financial consultant
Company:
National academy of sports medicine - $17m, 65-employee for-profit, market-leading provider of education and credentials for certified personal trainers and specialists in athletic performance, injury prevention and rehabilitation. - Calabasas, CA
President, coo and cfo

Skills

Certified Public Accountant
Full Profile

Cal Steinberg Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Independent Financial Advisor at (self Employed)
Title:
Independent Financial Advisor
Location:
Westlake Village, California
Industry:
Financial Services
Work history:
(self Employed) - Westlake VillageIndependent Financial Advisorsince 2003
Full Profile

Bruce Fornatoro Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Account Executive • Equipment Tools Purchasing Agent • Senior Customer Service Representative • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Senior Account Executive at TEQlease
Location:
Thousand Oaks, California
Industry:
Financial Services
Work history:
TEQlease - Calabasas, CASenior Account Executivesince May 2011Prudential Financial AdvisorMay 2008 - May 2011
Full Profile

Juan Mba Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Senior Project Manager • Senior Manager • Operations Manager • Financial Compliance Examiner • Auditor • Software Developer • Software Developers • Analysts

Experience & Education

Work

Company:
Confidential
Senior project manager finance
Company:
Amgen (thru apr consulting) - Newbury Park, CA
Financial consultant

Skills

Oracle, SQL, Java Programming PeopleSoft, Clarity, Hyperion Essbase & Planning, General Ledger, ...
Full Profile

Anthony Rosen Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Advisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Solar Energy Advisor at Solar Universe
Title:
Sales Manager at Solar Universe
Location:
Greater Los Angeles Area
Industry:
Renewables & Environment
Work history:
Solar Universe - Thousand Oaks, CASolar Energy Advisorsince Nov 2009Next Financial Group Financial AdvisorJan 1999 - Sep 2010
Skills:
Sales Management
Full Profile

Mark Weiderman Thousand Oaks, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Analyst • Supporting Member • Analysts • Team Member • Financial Manager • Chief Executive • School Administrator • Educational Manager • Sales Representative

Experience & Education

Work

Company:
Ubs financial services inc.
Sr. wealth strategy associate
Company:
Merrill lynch, bank of america corp. - Beverly Hills, CA
Financial advisor/ portfolio manager/analyst

Skills

Securities Licenses Series 7, 4, 63, 65. Advanced Excel funcionality. Worked with Morningstar,...
Full Profile

Harrison Reed Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Training Manager • Managers

Experience & Education

Position:
Owner at Reed Financial Services
Title:
Owner
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Reed Financial Services - Westlake Village, CAOwnersince Mar 2004American Express Financial Advisors Financial Advisor, Training ManagerDec 1995 - Mar 2004
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Norman Rosenblum Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Plan Member Securities Corporation, President at The Rosenblum Company
Title:
President and Financial Advisor at The Rosenblum Company
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Plan Member Securities Corporation - Thousand Oaks, CAFinancial Advisorsince 2010The Rosenblum Company - Thousand Oaks, CAPresidentsince Jan 1971
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Richard Sinderbrand Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive

Experience & Education

Work

Company:
Wells fargo advisors
Associate vice president - investments
Company:
Ubs - Las Vegas, NV
Financial advisor
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