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Financial Consultants in Union City, CA

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17 results found

Sunny Yost Union City, CA

Professions & Specialties

Refund SpecialistFinancial ConsultantFinancial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentContractorIndependent Business OwnersManagersMedical TranscriptionistClinical Data Management ProfessionalHealth Information SpecialistHealthcare SupportDruggistPharmacistOperations Manager

Experience & Education

Work

Company:
Genentech
Access solutions reimbursement specialist (contractor)
Company:
Florida cancer specialists - Orange City, FL
Financial counselor trainer

Joseph Aversano San Jose, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantInternal AuditorAccounting BookkeeperBookkeeperCertified AuditorFinancial Compliance ExaminerAuditorManagerOperations Manager

Experience & Education

Work

Company:
Audit
Accounting & financial consultant, joseph aversano, cpa
Company:
Johnson & johnson - San Jose, CA
Internal auditor manager

Catherine Cortez Union City, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDepartment SecretaryCounselorOffice SecretaryAdvisorInsurance CoordinatorUnderwriting ManagerInsurance ProfessionalUnderwriterSecretary

Experience & Education

Work

Company:
Palo alto medical foundation
Department secretary
Company:
Del rosario dental offices
Insurance coordinator/financial counselor

Emily Liu Union City, CA

Professions & Specialties

Financial Services Sales AgentSushi ChefSpecialty CookCooksSupervisorManagers

Experience & Education

Work

Company:
Usa college connection - San Francisco, CA
Content marketing
Company:
Sunshine sushi restaurant - Columbia, MO
Assistant sushi chef and student supervisor

Skills

financial analyzation

Komal Munshi Union City, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentHuman Resource AdministratorHuman Resources GeneralistHuman Resource ManagerRecruitmentSales Account AssociateCashierSales ExecutiveSales ManagerChief ExecutiveAccounting ClerkAccounting BookkeeperBookkeeperComputational ScientistComputer ScientistsOffice ClerkClerical Specialist

Experience & Education

Work

Company:
Erp and erp corp
Hr administrator
Company:
Bhindi jewelers
Sales associate and cashier

Skills

Accounting & Administrative, On boarding, Employee benefits, bookkeeping, quick books, workers...

Rohit Sarna Union City, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerFinancial AnalystMaster of Business AdministrationBachelor of ScienceFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Cargotec solutions llc, americas region - Ottawa, KS
Business controller
Company:
Cargotec solutions llc, americas region
Controller

Iris-iris Liu Union City, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalAdvertising Sales AgentBrand PlannerMarketing ConsultantBrand RepresentativeMarket AnalystMarket Research AnalystApprenticeMarketing ManagerStudent Worker

Experience & Education

Work

Company:
World book
Senior digital marketing specialist
Company:
Chicago american marketing association - Chicago, IL
Web team co-chair

Edmund Li Union City, CA

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentTutor

Experience & Education

Work

Company:
Jp morgan chase & co
Bank teller
Company:
Kumon
Tutor

Skills

Banking, Marketing Strategy, E-commerce, Environmental Management, Finance, Event Planning,...

Frederick Huebner Union City, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentControllerManagerOperations ManagerChief AccountantAccounting ClerkAccounting BookkeeperBookkeeperAccount ManagerSenior AssociateBachelor of ScienceSupporting MemberTeam Member

Experience & Education

Work

Company:
Cytomx therapeutics
Assistant controller
Company:
Connor group - Palo Alto, CA
Manager

Skills

CPA, Michigan (inactive)

Maximillian Sartaguda Union City, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentMarketing ManagerMarketing AdministratorBachelor of ScienceOffice ClerkClerical Specialist

Experience & Education

Work

Company:
Us bank
Licensed personal banker
Company:
Financial advisor - Walnut Creek, CA
Metlife

Skills

Resource Management, Consultative Selling, Coaching/ Mentoring, Effective Communications,...

Rick Fakiri Union City, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentUnderwriterAnalystAnalystsAdvisorFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Commercial surety
Senior underwriter
Company:
Travelers - Walnut Creek, CA
Analyst

Joan Wong Union City, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentRepresentativeSupporting MemberTeam MemberBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Charles schwab & co. inc
Senior registered representative
Company:
Ubs painewebber - San Jose, CA
Client associate

Indira Subramanian Union City, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentReceptionistFront Desk ClerkSupporting MemberFront Office ReceptionistTeam MemberSales DirectorManagerSales ManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAssociate of Arts

Experience & Education

Work

Company:
Lucille packard chilldren's hospital
Unit assistant
Company:
St. rose hospital - Hayward, CA
Case management assistant

Greg Hawkins Sacramento, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHigher Education ProfessionalSchool AdministratorEducational ManagerRepresentativeHaywardWatchmanFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Science

Experience & Education

Position:
Teacher at Dry Creek Joint Elementary School District
Location:
Sacramento, California Area
Industry:
Education Management
Work history:
Dry Creek Joint Elementary School District Teachersince Aug 2001Merrill Lynch - Oakland, CAFinancial AdvisorAug 1998 - Oct 2000

Robin White San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalHospital Care ProfessionalHealth ProfessionalHealth PractitionerManagerOperations ManagerManagersCommodities Clerk

Experience & Education

Position:
Financial Consultant at Kaiser Permanente
Title:
Finance Professional
Location:
San Francisco Bay Area
Industry:
Hospital & Health Care
Work history:
Kaiser Permanente - Oakland, CAFinancial Consultantsince 2009Ariat International - Union City, CAManager of Sales & Operations Analysis2007 - 2009

Fnu Stevenus San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccounting TechnicianAuditorAccounts ReceivableAccounting BookkeeperBookkeeperSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeRecognitionAccounts Receivables SpecialistBusiness AdministratorManagerFinancial OfficerChief ExecutiveOperations ManagerData Scientist

Experience & Education

Position:
Accounting Technician at Pivot Medical
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Pivot Medical - Sunnyvale, CAAccounting Techniciansince Feb 2012AJAX Manufacturing - Union City, CABilling, Auditor, Accounts ReceivableApr 2011 - Jan 2012
Languages:
Indonesian
Assistant to Financial Advisor at AXA Financial Protection

Natalie Abbasi San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsAnalystAnalystsVice PresidentChief ExecutiveAdvisorProject Development SpecialistSkilled ProfessionalSupplierRetail ProfessionalServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeRetail SalespersonBachelor of ScienceStudent Worker

Experience & Education

Position:
Operations Manager, Promotions at Constellation Brands
Location:
San Francisco Bay Area
Industry:
Wine and Spirits
Work history:
Constellation Brands - San Francisco Bay AreaOperations Manager, Promotionssince Oct 2012Constellation Brands - San Francisco Bay AreaPromotions AnalystJul 2011 - Nov 2012
Under little supervision from the Financial Advisor


Financial Consultants near Union City, CA073146219292365San JoseOaklandWalnut CreekPalo AltoSan MateoSunnyvalePleasantonSanta ClaraMountain ViewMenlo Park



Financial Consultants around Union City, CA

Alameda  (25)
Alamo  (6)
Belmont  (7)
Cupertino  (44)
Danville  (30)
Fremont  (68)
Hayward  (52)
Livermore  (16)
Los Altos  (14)
Menlo Park  (68)
Milpitas  (28)
Moraga  (9)
Mountain View  (73)
Newark  (13)
Oakland  (181)
Palo Alto  (131)
Pleasanton  (89)
Redwood City  (54)
San Carlos  (14)
San Jose  (361)
San Leandro  (17)
San Lorenzo  (5)
San Mateo  (126)
San Ramon  (63)
Santa Clara  (80)
Sunnyvale  (90)
Walnut Creek  (141)

Financial Consultants in California

Sub-specializations

Financial Consultant  (17)