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Financial Consultants in California

Financial Consultants in Torrance, CA

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63 results found

Benjamin Chiang Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Army Lieutenant Colonel • Advisor • Counselor • Customer Service

Experience & Education

Position:
Account Executive at Fidelity Investments
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Fidelity Investments - Torrance, CAAccount Executivesince Mar 2012Merrill Lynch Financial AdvisorOct 2010 - Jun 2012
Skills:
Retirement Planning, Wealth Management, Portfolio Analysis, Management, Series 7, Series 63,...
Languages:
English, Chinese
Certifications:
CFA Level I Candidate
Chartered Retirement Planning Counselor (CRPC)
Full Profile

Jennifer Belyea Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Director of Operations • Owner • Chief Administrative Officer • Financial Manager • Chief Executive • Receptionist • Front Desk Clerk • Assistant Manager • Advisor • Representative • Front Office Receptionist • Managers • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Agent • Sales Agent • Client Service Officer • Sales Representative • Customer Service • Mathematician

Experience & Education

Position:
Operatons Manager at Doffin Investments
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Doffin Investments - Torrance, CAOperatons Managersince Jul 2011TriStar Income Tax & LPL Financial - El Segundo, CALead Financial Assistant/Operations Manager & Tax PreparerJan 2007 - Jul 2011
Certifications:
Salesperson Real Estate License, State of California Department of Real Estate
Liaison between owner/financial advisor
Full Profile

Eboney Pearson Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Philanthrope • Leadership Think Tank • Advisor • Non-Profit • Analysts • Certified Nurse Practitioner • Nurse Practitioner • Oncologist • Medical Practice Professional • Medical Practitioner • Board Member • Director • Deputy Manager • Chief Executive • Management Team Executive • Operations Manager • Legislator • Author • Researcher • Survey Researcher

Experience & Education

Position:
Training Associate, Financial Advisor at Transamerica Financial Advisors, Inc.
Title:
Training to be an Financial Advisor through a Brokerage firm.
Location:
Los Angeles, California
Industry:
Financial Services
Work history:
Transamerica Financial Advisors, Inc. - Woodland Hills, CATraining Associate, Financial Advisorsince Feb 201335th Senate District Office, Senator Roderick Wright - Inglewood, CAInternAug 2012 - Oct 2012
Languages:
Spanish
Full Profile

Peter Maes Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Fiduciary • Trust Law Attorney • Lawyers • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at ERG Financial
Title:
Insurance & Retirement Plan Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
ERG Financial - Torrance, CAFinancial Advisorsince Jan 2012Prudential Financial Planning Services Investment Advisory RepresentativeFeb 2009 - Jan 2012
Languages:
Spanish
Certifications:
Life & Health Agent; Variable Contracts, California Dept. of Insurance
Series 6 Securities License, FINRA
Full Profile

Ronnie Williams Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Director • Chief Executive • Operations Manager • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Entertainment Professional • Entertainer • Information Technology Specialist • IT Specialist • Client Service Officer • Customer Service

Experience & Education

Position:
Director of Finance at Brightstar
Location:
Greater Los Angeles Area
Industry:
Telecommunications
Work history:
Brightstar Director of Financesince Dec 2011Brightstar - Torrance, CAFinancial Consultant - Flip Swap ServicesJul 2011 - Dec 2011
Full Profile

Casey Mervine Torrance, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Charles Schwab
Title:
V.P. - Financial Consultant
Location:
Torrance, California
Industry:
Financial Services
Work history:
Charles Schwab - Torrance, CAFinancial Consultantsince Jan 1996
Certifications:
Accredited Asset Management Specialist, College for Financial Planning
Full Profile

Mark Zonno Torrance, CA

Professions & Specialties

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

Experience & Education

Position:
Account Executive at Fidelity Investments
Title:
Account Executive
Location:
Torrance, California
Industry:
Financial Services
Work history:
Fidelity Investments - Los Angeles - South BayAccount Executivesince Nov 2011Ameriprise Financial Services, Inc. - Greater Los Angeles AreaSr. Financial AdvisorJan 2003 - Nov 2011
Full Profile

Cathy Perkins Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Claims Examiner • Auditor • Hospital Care Professional • Health Professional • Health Practitioner • Client Service Officer • Customer Service • Administrative Associate • Administrative Clerk • Clerical Specialist • Data Entry Specialist • Data Scientist

Experience & Education

Position:
Tech Billing Auditor at Medical Billing
Title:
Claims Examiner III at Molina Health Care
Location:
Greater Los Angeles Area
Industry:
Hospital & Health Care
Work history:
Medical Billing Tech Billing Auditorsince Jun 2005Blue Shield of California - Torrance, CAMember Service Advisor/Customer Service/ClaimsJul 1996 - Oct 2001
Financial Advisor assistant
Full Profile

Jeffrey Oehler Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at First Command Financial Planning
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
First Command Financial Planning - Torrance, CAFinancial Advisorsince 2011United States Air Force - Los Angeles AFB, CAMSgt / Health Services Management2003 - 2011
Full Profile

Schuyler Mann Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Advertising Professional • Advertising Sales Agent • Founder • Founding Member • Chief Executive • Corporate Executive • Operations Manager • Computer Aided Design Draftsman • CAD Designer

Experience & Education

Position:
Account Executive & Financial Advisor at M Advisory Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
M Advisory Group - Torrance, CAAccount Executive & Financial Advisorsince Oct 2012M Advisory Group - Torrance, CaliforniaFinancial Planning Services ReprsentativeFeb 2010 - Sep 2012
Skills:
Business Planning, Investments, Budgets, Financial Modeling
Full Profile

Lawrence Diaz Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Counselor / Senior Collections Rep at UCLA Health System
Title:
Financial Counselor at UCLA Health System
Location:
Torrance, California
Industry:
Hospital & Health Care
Work history:
UCLA Health System - Santa Monica, CAFinancial Counselor / Senior Collections Repsince May 2012
Full Profile

Hollie Hunt Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compliance Manager • Financial Compliance Examiner • Auditor • Lawyers • Office Clerk • Clerical Specialist

Experience & Education

Position:
Financial Advisor at Waddell & Reed
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Waddell & Reed - Torrance, CAFinancial Advisorsince Mar 2013Goldline International, Inc - Greater Los Angeles AreaCompliance ManagerDec 2010 - Apr 2011
Full Profile

Paul Kafka Torrance, CA

Professions & Specialties

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

Experience & Education

Position:
Registered Representative, Pension Consultant at Crown Capital Securities L.P., Financial Advisor...
Title:
Finacial Advisor at Crown Capital Securities, L.P.
Location:
Torrance, California
Industry:
Financial Services
Work history:
Crown Capital Securities L.P. - Torrance, CARegistered Representative, Pension Consultantsince Jan 1975Crown Capital Securities, L.P. Financial Advisorsince Jan 1975
Full Profile

Susana Rosales Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hair Stylist • Hairdresser

Experience & Education

Work

Company:
Jp morgan and chase - Springfield, MO
Financial advisor
Company:
Lina's - Springfield, MO
Booth renter/ stylist

Skills

* Language Proficiency: Spanish- Fluent in speech, high levels of comprehension ability in both...
Full Profile

Debbie Hurwicz Torrance, CA

Professions & Specialties

Financial Associate • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Registered Dental Hygienist • Dental Hygienist • Oral Health Therapist

Experience & Education

Position:
Financial Consultant at Thrivent Financial for Lutherans
Title:
Financial Associate with Thrivent
Location:
Torrance, California
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial ConsultantDr. Gary Salenger, DDS Registered Dental Hygienist1996 - 2000
Skills:
Insurance, Budgets, Retirement Planning, Strategic Planning
Full Profile

Barbara Bishoff Los Angeles, CA

Professions & Specialties

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

Experience & Education

Title:
Independant
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
Summit brokerage - torrance CAFinancial AdvisorMar 2010 - Jun 2011Trilogy Financial Services - West CovinaSenior advisorMar 2008 - Mar 2010
Skills:
Insurance, Financial Planning, Retirement Planning, Retirement, Annuities, Fixed Annuities
Full Profile

Valerie Mitchell Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive Officer • Chief Executive • Corporate Executive

Experience & Education

Work

Company:
City lites network
Executive director of fundraising strategies
Company:
Affirmative insurance and financial services - Hollywood, CA
Financial advisor
Full Profile

Cynthia Lloyd Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Auditor • Biller • Psychology Specialist

Experience & Education

Work

Company:
Providence little
Charge auditor / biller
Company:
Medicare, medi-cal and private hospice
Financial counselor
Full Profile

Tiffany Ip-ip Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Preschool Teacher • Preschool Teachers • Clerical Specialist

Experience & Education

Work

Company:
Rancho palos verdes preschool
Preschool teacher
Company:
Christine mcfadden
Axa financial consultant
Full Profile

Margo Meikle Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Manager • Manager • Operations Manager • Account Manager

Experience & Education

Work

Company:
Caskey, mandell, karp & block
Business manager/account manager
Company:
The zamzow group - Beverly Hills, CA
Financial consultant
Full Profile

Gene Koh Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Technical Support Specialists • Instructor • Computer Scientists

Experience & Education

Work

Company:
Morgan stanley - Torrance, CA
Financial advisor
Company:
Silicon graphics, inc - Santa Monica, CA
Education consultant
Full Profile

Carlos Rivera Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Business Administration • Agent • Sales Representative • Sales Agent

Experience & Education

Work

Company:
Massmutual
Insurance and financial consultant agent
Company:
Penske toyota of downey - Downey, CA
Sales representative
Full Profile

Rodney Viloria Torrance, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Merrill edge - Torrance, CA
Assistant vice president
Company:
Trade financial - Torrance, CA
Financial consultant
Full Profile

Anna Araullo Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Caregiver • Nursing Assistant

Experience & Education

Work

Company:
Self employed
Private caregiver
Company:
Aig american general life and accident - San Diego, CA
Financial advisor

Skills

MS Word, Excel, PowerPoint
Full Profile

Ray Simmons Torrance, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • PHP Developer • Software Developer • Software Developers • Planner • Advisor • Counselor • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Representative • Sports Trainer • Sports Trainers • Tax Consultant • Tax Accountant • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Rainmaker at Get Connected, Legally Beat The IRS at Ray Simmons Corporation, Tax Planner at Ray...
Title:
Coming Soon Ray's LION List. Want more connections? Join by going to http://www.incometaxsavingsplan.com/athome.php
Location:
Torrance, California
Industry:
Accounting
Work history:
Get Connected - Torrance CARainmakersince Oct 2011Ray Simmons Corporation - Torrance CA, (Main Office)Legally Beat The IRSsince Jan 1986
Certifications:
Enrolled Agent
Certified Tax Coach
Full Profile

Richard Lee Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Analyst • Counselor • Advisor • Operations Manager • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Logistician • Supporting Member • Coordinator • Business Administrator • Logistics Supply Chain Professional • Team Member • Managers • Master of Business Administration • Recruitment

Experience & Education

Title:
Extensive experience in accounting and financial analysis specializing in streamlining financial processes
Location:
Greater Los Angeles Area
Industry:
Automotive
Work history:
South Bay Professional Association - 1220 Engracia Avenue, Torrance, CA 90501PresidentMay 2011 - Jan 2012So.Cal Assoc. of Governments 2009-2010 Financial Analyst/AccountantOct 2009 - Sep 2010
Skills:
Passed CPA Exam, Mac/PC proficient, Proficient -Microsoft Dynamics, SAP,Peoplesoft, Oracle ,Quicken ...
Full Profile

Jennifer Kaye Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Owner • Chief Executive • Psychologist • Sales Representative • Sales Agent • Client Service Officer • DB Administrator • Database Administration Professional • Database Administrator • Psychology Specialist • Customer Service • Vice President • Operations Manager • Agent • Student Worker • Insurance Salesperson • Insurance Professional • Underwriter • Business Administrator • High School Diploma • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Sales Manager - Individual & Senior Products at Maniaci Insurance Services, Inc.
Title:
Sales Manager - Maniaci Insurance Services, Inc.
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
Maniaci Insurance Services, Inc. - Palos Verdes, CASales Manager - Individual & Senior Productssince Oct 2009California Health Plans - Torrance, CASales RepresentativeFeb 2003 - Oct 2009
Skills:
Health Insurance, Data Analysis, Sales, Individual Health Insurance, Medicare Supplements,...
Certifications:
Life & Health Insurance License, CA Department of Insurance
..Assistant of a Senior Vice President Financial Advisor at Morgan Stanley during my Seni..
Full Profile

Russ Hardy Los Angeles, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Partner • Operations Manager • Chief Executive • Leader • Managers • Entertainment Professional • Entertainer • Human Resources Specialist • Recruitment • PHP Developer • JavaScript Developer • Software Developer • Software Developers • IT Specialist

Experience & Education

Position:
IT Resource Manager at ZeroChaos at Toyota Financial Services
Title:
Resource Manager for ZeroChaos at Toyota Financial Services
Location:
Greater Los Angeles Area
Industry:
Staffing and Recruiting
Work history:
ZeroChaos at Toyota Financial Services - Torrance, CAIT Resource Managersince Dec 2012VonChurch - San Francisco Bay AreaPartnerSep 2011 - Dec 2012
Skills:
Sales Management, Technical Recruiting, New Business Development, Talent Acquisition, Applicant...
Languages:
English, French, German
Financial Advisor at First Investors Corporation
Full Profile

Terri Potts Long Beach, CA

Professions & Specialties

Certified Nurse Aide • Nurse • Nurse Practitioner • Talent Acquisition Advisor • Human Resources Specialist • Talent Agent • Recruitment • Maestro • Music Artist • Musicians • Entertainment Professional • Entertainer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Health Practitioner

Experience & Education

Position:
Senior Recruiting Specialist at Moog Inc.
Title:
Proactive Talent Finder!!
Location:
Long Beach, California
Industry:
Staffing and Recruiting
Work history:
Moog Inc. - Torrance, CASenior Recruiting Specialistsince Nov 2012Buzztime Talent Acquisition/RecruiterOct 2008 - Nov 2012
Real Estate Financial Consultant at Monarch Real Estate Soluti..
Full Profile

Ernie Casillas Los Angeles, CA

Professions & Specialties

Counselor • Advisor • Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Certified Nurse Aide • Nurse • Nurse Practitioner • Computer Software Professional • Technical Support Specialist • Software Developers • Systems Support Specialist • Support Specialists • Bookkeeper

Experience & Education

Position:
Agent at Merchant Solutions IQ
Title:
Credit Card Processing Consultant for retail stores and restaurants
Location:
Greater Los Angeles Area
Industry:
Business Supplies and Equipment
Work history:
Merchant Solutions IQ - Torrance,CAAgentsince Nov 2012The Computer Organizers - Greater Los Angeles AreaLearn how to be more effective when using your PC or MacJan 2010 - Dec 2012
Languages:
Spanish
Personal Financial Advisor at Kinecta Federal Credit Union
Full Profile

David Zee Torrance, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Assistant Vice President • Financial Manager • Vice President • Chief Executive

Experience & Education

Work

Company:
Payden & rygel
Strategist and portfolio manager
Company:
Wells fargo bank - Los Angeles, CA
Portfolio manager and research analyst, asst vp

Skills

Strong quantitative and analytical skills, advanced user of Bloomberg API, FactSet, MS Office...
Full Profile

Katell Dogat Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Director • Owner • Financial Officer • Financial Manager • Chief Executive • Counselor • Advisor • Controller • Vice President • Operations Manager • Business Administrator • Certified Public Accountant • Certified Auditor • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Master of Business Administration • Information Technology Specialist • IT Specialist

Experience & Education

Position:
CFO at Apiqe Inc
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Apiqe Inc - Torrance, CACFOsince Feb 2010Infacct - Long Beach, CAOwnerJan 2010 - Jun 2011
Languages:
French, English
Financial Consultant at Sopra Group
Full Profile

Barbara Arellano Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Supporting Member • Team Member • Information Technology Specialist • IT Specialist • Senior Associate • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Analysts • Data Entry Specialist • Data Scientist • Receivership • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Master of Science • Student Worker • Operations Manager

Experience & Education

Position:
Managing Consultant at Navigant
Location:
Greater Los Angeles Area
Industry:
Information Technology and Services
Work history:
Navigant - Greater Los Angeles AreaManaging Consultantsince Sep 2012Deloitte - San Francisco Bay AreaData Analytics Senior AssociateNov 2010 - Jul 2012
Skills:
Database Management, Data Analysis, Data Mining, SQL, SQL Server, Oracle, Microsoft Office, Excel,...
Financial Consultant Intern at Morgan Stanley
Full Profile

Jin Cho Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Organization Management • Language Specialist • Operations Manager

Experience & Education

Position:
Sales Consultant at Mercedes Benz of South Bay
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Mercedes Benz of South Bay - 3311 Pacific Coast Highway Torrance, CA 90505Sales Consultantsince Apr 2013AXA Advisors, LLC - 3435 Wilshire Blvd #2500 Los Angeles, CA 90010Financial ProfessionalDec 2011 - Mar 2013
Financial Advisor Magazine
Full Profile

Felicia Smith Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Caregiver • Nursing Assistant • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner • Account Service Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Administrative Officer • Owner • Chief Executive • Medical Practice Professional • Medical Practitioner

Experience & Education

Title:
Administrative Assistant
Location:
Greater Los Angeles Area
Industry:
Telecommunications
Work history:
Private party - Greater Los Angeles AreaCaregiverJan 2012 - Feb 20132Talk - Redondo Beach, CAAccounting SpecialistAug 2011 - Jan 2012
..brokerage compliance departments and Financial Advisor
Full Profile

Dante Puccinelli Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Financial Director • Senior Vice President • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Vice President • Chief Executive • Security • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
COO/CFO at Kabateck Brown Kellner LLP
Title:
COO/CFO at Kabateck Brown Kellner
Location:
Greater Los Angeles Area
Industry:
Legal Services
Work history:
Kabateck Brown Kellner LLP COO/CFOsince May 2011Chelsea Management Company Senior Vice PresidentFeb 2009 - Jun 2011
Skills:
Investments, Litigation, Accounting & Tax, Estate Administration, Due Diligence, Securities,...
Certifications:
Certified Public Accountant, California
AVP-Senior Financial Advisor at Merrill Lynch
Full Profile

Lori Quan Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Relationship Manager • Account Service Manager • Client Service Officer • Branch Manager • Field Marketing Specialist • Marketing Administrator • Customer Service • Sales Representative

Experience & Education

Position:
VP/Business Relationship Manager at East West Bank
Title:
VP, Business Relationship Manager @ East West Bank
Location:
Greater Los Angeles Area
Industry:
Banking
Work history:
East West Bank - CerritosVP/Business Relationship Managersince 2011Chinatrust Bank - Torrance, CAVP, Headquarter Branch ManagerNov 2008 - Oct 2011
Languages:
English, Mandarin, Japanese and Taiwanese
Financial Consultant at Arthur Andersen
Full Profile

Dave Crandall 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 • Customer Service • Client Service Officer • Director of Operations • Produce Manager • Production Manager • Financial Analyst • Counter Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Analyst • Analysts • Human Resources Specialist • Recruitment • Bachelor of Science

Experience & Education

Position:
Vice President, America's Region, Commercial Finance and Vender Management Office at Toyota...
Location:
Greater Los Angeles Area
Industry:
Automotive
Work history:
Toyota Financial Services - Torrance, CaVice President, America's Region, Commercial Finance and Vender Management Officesince Apr 2011Toyota Financial Services Vice President, Customer Service Center OperationaMar 2007 - Mar 2011
Skills:
Credit, Call Center, Workforce Management, Vendor Management, Executive Management, Financial...
Full Profile

Pieter Peutz Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Owner • Chief Executive • Finance and Accounting Specialist • Internal Auditing Manager • Auditor • Accounting Bookkeeper • Bookkeeper • Team Leader • Operations Manager • Supervisor • Managers • Bachelors Degree

Experience & Education

Position:
Controller at C&D Zodiac, Owner at BAS Consultancy USA, Inc., Owner at Van Rijken Financieel...
Title:
Controller at C&D Zodiac
Location:
Kirkland, Quebec, Canada
Industry:
Aviation & Aerospace
Work history:
C&D Zodiac - Montreal, Canada AreaControllersince Feb 2013BAS Consultancy USA, Inc. - Orange County, California AreaOwnersince Aug 2012
Languages:
English, Dutch
Full Profile

James Marinaccio Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Development Director • Director • HR Manager • Operations Manager • Police • Business Administrator • Advisor • Bachelor of Arts

Experience & Education

Position:
Audience Development Manager at Bobit Business Media
Location:
Greater Los Angeles Area
Industry:
Publishing
Work history:
Bobit Business Media - Torrance, CAAudience Development Managersince Jul 2013MediaSource Circulation DirectorFeb 2010 - Jun 2013
also for Financial Advisor
Full Profile

Jeffrey Watson Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Coordinator • Apprentice • Managers • Mail Clerk • Postmaster • Underwriter • Master of Science • Bachelor of Science • Student Worker

Experience & Education

Work

Company:
Society of financial service professionals
Staff accountant
Company:
Society of financial service professionals - Newtown Square, PA

Skills

Accounts Payable, Accounts Receivable, Great Plains Software-AP and GL, Budgeting, Account...
Full Profile

Christopher Chang Torrance, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Leader • Managers • Director • Operations Manager • Director of Operations • Chief Executive • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Erman retirement advisory
Director of compliance & planning
Company:
Cetera advisors network - El Segundo, CA
Operations manager

Skills

Harnessing leading edge technology within wealth management for increased productivity,...
Full Profile

Douglas Waterman Los Angeles, CA

Professions & Specialties

Owner • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Small Manufacturers Advantage (SMA) Consultant at California Manufacturing Technology Consulting
Title:
Owner, Financial Advisory Service
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
California Manufacturing Technology Consulting - 690 Knox Street, Torrance, CA 90502Small Manufacturers Advantage (SMA) Consultantsince Feb 2012Financial Advisor OwnerJan 1991 - Feb 2012
Full Profile

Cora Estrivo Torrance, CA

Professions & Specialties

Administrative Associate • Receptionist • Front Desk Clerk • Administrative Clerk • Clerical Specialist • Front Office Receptionist • Medical Receptionist • Medical Office Assistant • Medical Assistant • Healthcare Support • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Work

Company:
Robert half staffing/city of hope - Duarte, CA
Vendor cis project phase ii
Company:
Ucla santa monica bay physicians
Administrative assistant ii
Full Profile

Karen Espinoza Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Project Managers • Managers • Master of Business Administration • Bachelor of Arts

Experience & Education

Work

Company:
Eni
Project management
Company:
Capstone turbine - Chatsworth, CA
Project manager
Full Profile

Bruce Yamada Torrance, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Management Consultant • Contractor • Management Analyst • Analysts • Animal Doctor • Animal Care Giver • Animal Caretaker • Independent Business Owners • Mathematics • Mathematician • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Managers • Operations Manager

Experience & Education

Work

Company:
Veterinary pet insurance company, a nationwide company
Business project management consultant
Company:
Kaiser permanente
Contractor (technisource)

Skills

Project Management, Business Analysis, Vendor Management
Full Profile

Francis Adlesh Torrance, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Director • Operations Manager • Assistant Manager • Managers • Owner • Chief Executive Officer • Chief Executive • Corporate Executive • Supporting Member • Team Member

Experience & Education

Work

Company:
Truly yours catering
Manager of operations
Company:
Palos verdes country club - Palos Verdes Estates, CA
Assistant manager, food & beverage director
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Kevin Chuang Torrance, CA

Professions & Specialties

Accounts Payable Supervisor • Tax Accountant • Accounts Payable Manager • Accounts Payable Specialist • Accounts Payable • Student Worker

Experience & Education

Work

Company:
Ucla health system
Accounts payable supervisor
Company:
Ucla health system - Torrance, CA
Tax accountant
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Sabrina Cooper Torrance, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Design Consultant • Design Professional • Design Expert • Manager • Operations Manager • Independent Business Owners

Experience & Education

Work

Company:
Worldwide virtual academy, inc
Learning & instructional design consultant
Company:
Worldwide virtual academy, inc - Phoenix, AZ
Online faculty
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Tenaya Howard Torrance, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Patient Support Representative • Healthcare Support • Medical Billing and Coding • Medical Support Assistant • Health Support Worker • Arts Associate in Paralegal • Managers

Experience & Education

Work

Company:
Little co of mary hospital - Torrance, CA
Registraiton rep
Company:
Healthcare partners med grp - Torrance, CA
Patient support representative

Skills

Windows, IDX,
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