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Financial Consultants in California

Financial Consultants in Trabuco Canyon, CA

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21 results found

Sherwin Sassani Trabuco Canyon, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Bachelor of Arts • Software Developer • Software Developers

Experience & Education

Work

Company:
Loandepot.com, llc
Senior mortgage banker
Company:
Capital growth planning - Newport Beach, CA
Assistant financial advisor

Skills

Mortgage: Residential MLO licenses for CA, UT, VA, MA, PA, NC, GA, FL. Computer: Proficient with PC ...
Full Profile

Michael Fung Trabuco Canyon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Data Scientist • Student Worker • Psychology Specialist

Experience & Education

Work

Company:
American income life
Benefits enrollment officer
Company:
Primerica - Houston, TX
Financial advisor

Skills

Document Control, Data Entry, Data Analysis, Procedural Auditing
Full Profile

Ernest Tongo Trabuco Canyon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Client Service Officer • Customer Service • Operations Manager

Experience & Education

Work

Company:
American home relief center/docprepexperts
Financial consultant
Company:
Cda law center - Mission Viejo, CA
Sr. case manager

Skills

My professional skills include expert foreclosure counseling, specifically HAMP, sales,...
Full Profile

Richard Leza Trabuco Canyon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Director • Partner • Operations Manager • Chief Executive

Experience & Education

Work

Company:
Self-employed
Financial consultant
Company:
Gwa capital partners, llc - Pasadena, CA
Director/founding partner
Full Profile

Jon Friestedt Trabuco Canyon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Vice President • Sales Manager • Sales Director • Chief Executive • Master of Business Administration • Master of Science • Bachelor of Science • Property Manager • Real Estate Manager • Analysts

Experience & Education

Work

Company:
Kinecta federal credit union - Manhattan Beach, CA
Financial consultant director of mortgage compliance
Company:
Xceed financial credit union - Los Angeles, CA
Financial consultant assessment and restructure of nationwide consumer loan department
Full Profile

Linda Perkovich Trabuco Canyon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Director • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Company confidential
Controller/director of accounting
Company:
Self-employed
Financial consultant

Skills

Proficient in Microsoft Office, Crystal Reports, MAS 90/200, Quickbooks, NetSuite, Microsoft...
Full Profile

Bana Massoumi Trabuco Canyon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Finance • Vice President • Chief Executive • Human Resources Specialist • Recruitment

Experience & Education

Work

Company:
Northwestern mutual
Financial advisor assistant
Company:
Delta delta delta - Irvine, CA
Vice president of finance for beta upsilon chapter
Full Profile

J. Nielsen Trabuco Canyon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Sales Manager • Sales Director • Compliance Manager • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Business Administrator • Analysts • Managers • Bachelor of Science • Customer Service

Experience & Education

Work

Company:
Merrill lynch wealth management
Financial advisor
Company:
Anaheim facilities management group - Anaheim, CA
Facilities manager
Full Profile

Ed Parker Trabuco Canyon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Director • Operations Manager • Customer Service • Client Service Officer • Counselor • Advisor

Experience & Education

Work

Company:
Transamerica - Los Angeles, CA
Licensed insurance/annuities/retirement financial advisor & investment counselor (no longer...
Company:
Kcbs-tv - Los Angeles, CA
Director
Full Profile

Katherine Stellflue Trabuco Canyon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Receptionist • Front Desk Clerk • Business Administrator • Service Operations Expert • Managers • Front Office Receptionist • Bachelor of Arts • Surgical Specialist

Experience & Education

Work

Company:
Ameriprise financial
Financial advisor and operations manager
Company:
Ameriprise financial
Full Profile

Linda Perkovich Trabuco Canyon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Financial Director • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Self-employed
Financial consultant
Company:
Say design, inc
Controller/cfo
Full Profile

Jennifer Woodward Trabuco Canyon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service • Operations Manager

Experience & Education

Work

Company:
Vakast, inc
Travel specialist /customer service representative
Company:
Independent capital management - Irvine, CA
Financial advisor
Full Profile

Brandon Wheatley Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Accounts Payable Specialist • Certified Public Accountant • Certified Auditor • Financial Compliance Examiner • Auditor • Accounts Payable • Assistant Manager • Representative • Organization Management • Managers • Data Entry Specialist • Data Scientist • Manager • Operations Manager

Experience & Education

Position:
Lead Tax and Regulatory Accountant at Toastmasters International
Title:
Tax and Regulatory Accountant at Toastmasters International
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Toastmasters International - Rancho Santa Margarita, CALead Tax and Regulatory Accountantsince Mar 2012Toastmasters International District Financial AccountantApr 2011 - Mar 2012
Skills:
Accounting, Financial Reporting, Audit, Budgeting, Compliance, Corporate Tax, Financial Regulation, ...
Languages:
Portuguese, Spanish
Financial Advisor at AXA Advisors
Full Profile

Danielle Dawson Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Therapist • Family Practitioner • Physical Therapy Specialist • General Practitioner • Apprentice • Certified Nurse Aide • Student Worker • Nurse • Nurse Practitioner • Physician • Manager • Operations Manager • Independent Contractor • Managers • Contractor • Psychology Specialist • Bachelor of Science • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
MFT Intern at Santa Margarita Solution Center
Title:
The Therapist whose passion is you
Location:
Orange County, California Area
Industry:
Mental Health Care
Work history:
Santa Margarita Solution Center - 22362 Gilberto Suite 130 Rancho Santa Margarita, CA 92688MFT Internsince Sep 2010Directv Sales Training and Content ManagerMar 2008 - Jan 2011
Skills:
Leadership, Sales, Management, Marketing Strategy, Recruiting, Adolescents, Psychotherapy,...
Financial Consultant at Tax & Financial Group
Full Profile

Brian O'Shaughnessy Trabuco Canyon, CA

Professions & Specialties

Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Thur & associates - McLean, VA
Company:
Merrill lynch & co - Washington, DC
Full Profile

Jeremy Born Trabuco Canyon, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Project Manager • Entrepreneur • Counselor • Managers • Advisor • Vice President • Project Managers • Chief Executive • Operations Manager • Master of Business Administration • Real Estate Manager

Experience & Education

Work

Company:
Jabb interactive
Sr. project manager
Company:
Ion-me
Vp of operations and business development

Skills

Project Management, cross-functional team leadership, invention, R&D, Creative Leadership,...
Full Profile

James Gleason Trabuco Canyon, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Financial Director • Financial Officer • Financial Manager • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Masimo corporation
Manager, financial planning & analysis
Company:
El pollo loco - Costa Mesa, CA
Financial consultant-contract
Full Profile

Kenneth Bradley Laguna Beach, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Manager • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Teavana
General manager
Company:
Crazy shirts - Laguna Beach, CA
Manager
Full Profile

Brooks Ayers Trabuco Canyon, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Bachelor of Science • High School Diploma

Experience & Education

Work

Company:
Ayers consulting services, llc
President/owner
Company:
Garman investment group - Indianapolis, IN
Business development
Full Profile

Christy Gallagher Trabuco Canyon, CA

Professions & Specialties

Partner • Director • Chief Executive • Operations Manager • Counselor • Advisor • Real Estate Manager

Experience & Education

Work

Company:
Seashore marketing group, llc
Partner
Company:
Seashore marketing group, llc - Aliso Viejo, CA
Client services director - consultant
Full Profile

Ed Mcclements Trabuco Canyon, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Relocation, Property Management, AITD Specialist
Work:
Wright Real Estate Brokers,Inc
Rancho Santa Margarita, CA
(949) 292-4075 (Phone)
License #DRE #00712326
Certifications:
MSFS, ChFC, CLU
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Residential Rental
Awards:
Chartered Finance Counseltant (ChFC), Masters in Financial Services ( MSFS), Chartered Life Underwriter (CLU), Life Member of the Million Dollar Roundtable, Author of
Chartered Financial Consultant
Full Profile

Financial Consultants near Trabuco Canyon, CA04198381,2571,6762,095Santa AnaIrvineNewport BeachLaguna BeachRiversideAnaheimSan Juan CapistranoOrangeCoronaTustin


Financial Consultants around Trabuco Canyon, CA

Anaheim  (62)
Corona  (38)
Dana Point  (18)
El Toro  (35)
Irvine  (353)
Laguna Beach  (116)
Newport Beach  (218)
Norco  (1)
Orange  (52)
Perris  (6)
Riverside  (72)
San Clemente  (28)
Santa Ana  (2,095)
Tustin  (37)
Yorba Linda  (9)

Financial Consultants in California

Sub-specializations

Financial Consultant  (21)
Funder  (14)