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Financial Consultants in Van Nuys, CA

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102 results found

Manisha Ramchandani Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIT AnalystInformation Systems AnalystInformation Technology SpecialistComputer Software ProfessionalData Entry SpecialistData ScientistIT SpecialistSoftware DevelopersApprenticeBachelor of ArtsEntertainment ProfessionalEntertainerStudent Worker

Experience & Education

Position:
Account Manager at Balanced
Title:
Business Development at Balanced
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Balanced - San Francisco, CAAccount Managersince Aug 2012TopCone Inc - Greater Los Angeles AreaMarketing and Financial ConsultantJan 2009 - Dec 2012

Nery Gomez Beverly Hills, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBankerDirectorChief ExecutiveOperations ManagerPsychologistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of SciencePsychology Specialist

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Wealth Management
Location:
Beverly Hills, California
Industry:
Investment Management
Work history:
Merrill Lynch - 9595 Wilshire Blvd, Ste 800, Beverly Hills, CA 90212Financial Advisorsince Feb 2012Morgan Stanley - 9665 Wilshire Blvd., Ste 600, Beverly Hills, CA 90212Financial AdvisorJan 2011 - Feb 2012
Languages:
Spanish

Gavin Kim Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveAnalystSupporting MemberAdvisorAnalystsTeam MemberFiduciaryTrust Law AttorneyLawyerReal Estate Sales AgentSales RepresentativeAccounting BookkeeperBookkeeper

Experience & Education

Position:
Investment Management Specialist at Wells Fargo - The Private Bank
Title:
Assistant Vice President - Investment Management Specialist at Wells Fargo Wealth Management Group
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Wells Fargo - The Private Bank - Brentwood, CAInvestment Management Specialistsince Jul 2009Wells Fargo Investments Financial Consultant AssociateJun 2007 - Jul 2009

Michael Mallon Beverly Hills, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerEntertainment ProfessionalEntertainerVice PresidentPartnerChief ExecutiveTeam MemberAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerManagersClient Service OfficerSales RepresentativeCustomer ServiceGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
Entertainment Account Manager, VP at City National Bank
Location:
Beverly Hills, California
Industry:
Banking
Work history:
City National Bank - Beverly Hills, CAEntertainment Account Manager, VPsince Mar 2012City National Bank - Greater Los Angeles AreaPreferred Banking Advisor / AVPDec 2009 - Mar 2012
Certifications:
Series 7 General Securities Representative Examination
Series 63 Uniform Securities Agent State Law Examination
a financial advisor

Jessica Tabanfar Los Angeles, CA

Professions & Specialties

Financial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentTellerClient Service OfficerBachelor of ScienceMaster of Business AdministrationBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperParalegalCustomer ServiceOperations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Investment Banking
Work history:
Merrill Lynch - Encino, CAFinancial Advisorsince Sep 2011Chase Bank Personal BankerMay 2011 - Sep 2011

Allen Davidoo Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPartnerChief ExecutiveOperations ManagerFinancial OfficerFinancial ManagerHuman Resources SpecialistRecruitmentEntertainment ProfessionalEntertainerProperty ManagerReal Estate ManagerPlannerCommodities Clerk

Experience & Education

Position:
PARTNER at AAA FINANCIAL SERVICES, INC., PARTNER at IN-CHARGE TECHNOLOGY
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
AAA FINANCIAL SERVICES, INC. - Encino, CAPARTNERsince Jan 2012IN-CHARGE TECHNOLOGY PARTNERsince Sep 2006
Skills:
Financial Analysis, Finance, Strategic Financial Planning, Financial Modeling, Accounting,...

Dan Bowman Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEntertainment ProfessionalEntertainerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEconomistMaster of ScienceRecruitment

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor - Morgan Stanley Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Sherman Oaks, CAFinancial Advisorsince Sep 2010US Army Reserve Major - Plans OfficerSep 2010 - Feb 2012

Kathleen Presser Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing AdministratorOffice ClerkClerical SpecialistOperations ManagerMarketing Manager

Experience & Education

Work

Company:
Bb&t financial
Financial advisor firms nationwide
Company:
Pharmavite
Engineering department admin assistant

Michael Mackey Los Angeles, CA

Professions & Specialties

Financial ConsultantStock BrokerFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalAdvisorTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsCustomer ServiceClient Service OfficerManagers

Experience & Education

Position:
Financial Advisor at PFS Financial Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
PFS Financial Inc. - Riverside, CAFinancial Advisorsince Feb 2013Scottrade Senior StockbrokerJun 2008 - Mar 2011

Daniel Mathews Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceFood ServerPR and Communications ProfessionalSupporting MemberPublic Relations ProfessinalTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProjector Booth OperatorMovie Theater WorkerOperations ManagerSales Representative

Experience & Education

Position:
Food Server at Maria's Italian Kitchen
Title:
Earning BS in Management at CSU Northridge
Location:
Greater Los Angeles Area
Industry:
Public Relations and Communications
Work history:
Maria's Italian Kitchen - Agoura Hills, CAFood Serversince May 2012Transamerica - Woodland HillsFinancial Advisor; Training AssociateFeb 2012 - Jun 2012
Skills:
Customer Service, Inventory Management, Personnel Management, PowerPoint, Time Management, Word,...

Jacob Schkud Beverly Hills, CA

Professions & Specialties

Financial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCaptainMaster of ScienceLicensed Real Estate BrokerProperty ManagerReal Estate ManagerReal Estate Sales AgentClient Service OfficerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCustomer Service

Experience & Education

Position:
Financial Advisor Associate at Morgan Stanley Wealth Management, Investment Specialist at Coldwell...
Title:
Financial Advisor Associate at Morgan Stanley Wealth Management
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisor Associatesince Apr 2013Coldwell Banker Commercial WESTMAC Investment Specialistsince Nov 2011

Larry Hauptman Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
United States
Work history:
Morgan Stanley Smith Barney - Sherman Oaks, CaFinancial Advisorsince Feb 2001

Michael Resnik Van Nuys, CA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentTax PreparerFinance and Accounting SpecialistTax AccountantAccounting BookkeeperBookkeeperPremierGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
Financial Planner / Insurance Specialist / Tax Preparer at Premier Financial Consultants
Title:
Life Insurance of the San Fernando Valley
Location:
Sherman Oaks, California
Industry:
Financial Services
Work history:
Premier Financial Consultants - Sherman Oaks, CAFinancial Planner / Insurance Specialist / Tax Preparersince Oct 2006Chase Bank formerly Washington Mutual - Reseda/TarzanaFinancial ConsultantApr 2001 - Oct 2006
Languages:
Spanish

Saul Mejia Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerVice PresidentChairpersonChief ExecutiveInterior Design SpecialistDepartment Store SalespersonRetail ProfessionalRetail SalespersonAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Candle Light Beauty Salon, Financial Consultant at WFG Investments, Inc., Vice...
Title:
Owner at Candle Light Beauty Salon
Location:
Greater Los Angeles Area
Industry:
Government Relations
Work history:
Candle Light Beauty Salon - 8600 Van Nuys Blvd. Panorama City Ca. 91402Ownersince Jul 2012WFG Investments, Inc. - Mission Hills Ca.Financial Consultantsince Jun 2011
Languages:
Spanish, French, English

Mariela Henares Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveChief Administrative OfficerSales PersonSales RepresentativeAssociate of ArtsChoir MemberVocalistSingerMinisterClergy

Experience & Education

Position:
Independent Financial Advisor at LPL Financial
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
LPL Financial - Van Nuys, CAIndependent Financial Advisorsince Nov 2012Chase Investment Services, Corp. Financial Advisor, Vice President - InvestmentsMay 2009 - Nov 2012
Languages:
English, Tagalog

Paul Sassoon Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDevelopment DirectorHR ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Aviation & Aerospace
Work history:
Merrill Lynch - Encino, CAFinancial Advisorsince Jun 2012Nimrod Corporation Business Development DirectorMar 2011 - May 2012

Nick Shkolnik Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperFinance and Accounting SpecialistAccounts Payables CoordinatorInventory SpecialistBookkeeperAccounts Payable ManagerAccounts Payable SpecialistAccounts PayableLogisticianAnalystAnalystsCustomer ServiceClient Service OfficerTeam MemberBuyer and SellerSales RepresentativeDental TechnicianTechniciansFinancial Officer

Experience & Education

Title:
Finance/Accounting Professional
Location:
Van Nuys, California
Industry:
Financial Services
Work history:
Avant Garden Realty Financial Consultant/AnalystJun 2010 - Jun 2011HJ Heinz/Portion Pac (PPI) Accounts Payable CoordinatorAug 2008 - Jan 2009

Michael Stern Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAuditorOperations Manager

Experience & Education

Position:
Financial Professional at The Prudential Insurance Company of America, Newark, NJ
Title:
Financial Professional Associate at The Prudential Insurance Company of America, Newark, NJ
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
The Prudential Insurance Company of America, Newark, NJ - Sherman Oaks, CAFinancial Professionalsince Sep 2012Fraser Financial Group - Beverly Hills, CA 90211Financial AdvisorJun 2011 - Sep 2012

Debbie Winokur Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersAdvisorRepresentativeIndependent ContractorContractorCertified Nurse AideNurseNurse PractitionerPartnerChief Executive

Experience & Education

Position:
Financial Advisor/Registered Investment Advisor Representative at Raymond James Financial Services
Title:
Financial Advisor at Raymond James Financial Services, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Raymond James Financial Services - Sherman Oaks, CAFinancial Advisor/Registered Investment Advisor Representativesince Apr 1998Great Western Financial Securities - Beverly HillsFinancial AdvisorFeb 1986 - Apr 1998
Skills:
Retirement, Retirement Planning

John Esposito Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBranch ManagerField Marketing SpecialistMarketing AdministratorAgentEquipment Tools Purchasing AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonCaptainManagerMarketing ManagerOperations ManagerLicensed Real Estate BrokerProperty ManagerReal 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

Jonathan Casimir Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerSales Director

Experience & Education

Position:
Financial Advisor at Transamerica
Title:
Transamerica Financial Partners
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Transamerica - Woodland Hills, CAFinancial Advisorsince Dec 2011Sprint - Encino, CASales ManagerAug 2011 - Apr 2013

Marc Frankel Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorDB AdministratorDatabase Administration ProfessionalDatabase AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Advisory Services at MJF Advisors dba through Partnervest Advisory Services
Title:
Advisor
Location:
Encino, California
Industry:
Financial Services
Work history:
MJF Advisors dba through Partnervest Advisory Services - Encino, Ca.Advisory Servicessince Aug 2010Morgan Stanley Smith Barney Financial AdvisorSep 2005 - May 2010

Kathy Costas Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Encino, CAFinancial Advisorsince 2012FMB Wealth Management CRMOct 2008 - Dec 2012

Dimitri Glavas Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at UBS Wealth Management, Owner at BoroKid Productions
Title:
Financial Advisor at UBS Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Encino, CAFinancial Advisorsince Mar 2013BoroKid Productions - Greater Los Angeles AreaOwnersince Jan 2010

Keith Kiertzner Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalAdvertising Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceAdvisor

Experience & Education

Work

Company:
New england financial - metlife - Woodland Hills, CA
Financial advisor
Company:
Aig sunamerica inc - Woodland Hills, CA
Business development specialist

Skills

Results-driven achiever with exemplary planning and organizational skills, along with a high degree ...

Angie Castro Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersAgentSales RepresentativeClient Service OfficerCustomer ServiceOwnerPlant ManagerChief ExecutiveProduction ManagerCurriculum CoordinatorInstructional CoordinatorCurriculum SpecialistTraining Implementation SpecialistEducational ManagerAdministrative AssociateOffice ClerkClerical SpecialistAdministrative ClerkPsychologistPsychology Specialist

Experience & Education

Work

Company:
Aames homes loans/home funds direct - Sherman Oaks, CA
Sr. loan agent
Company:
Ameriquest mortgage - Oxnard, CA
Loan agent

Skills

Account Executive, Office Manager, Sr. Loan Officer, Financial Advisor, Customer Service,...

Annamarie Aguet Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCampaign ManagerManagersNursing AssistantNursing AidePsychology SpecialistNurseNurse PractitionerHigh School Diploma

Experience & Education

Work

Company:
Central america. the people
Deputy campaign manager
Company:
Sagicor capital life insurance company belize city belize
Financial advisor for life and health policies

Nick Shkolnik Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsAccounts Payables CoordinatorAccounts Payable ManagerAccounts Payable SpecialistAccounts Payable

Experience & Education

Work

Company:
Avant gardens realty - Tarzana, CA
Financial consultant/analyst
Company:
Hj heinz/portion pac (ppi) - Chatsworth, CA
Accounts payable coordinator

Skills

Able to coordinate multiple projects and meet deadlines under pressure, Ability to adapt to...

Latoya Lo Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsCounselorAdvisorTherapistPhysical Therapy SpecialistFront Office ReceptionistBachelors in Business AdministrationPsychology Specialist

Experience & Education

Work

Company:
Glendale securities, inc - Sherman Oaks, CA
Operations manager/financial consultant
Company:
Center for autism & related disorders - Toluca Lake, CA
Therapist

Kenesha Mccallum Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales RepresentativeLeaderManagers

Experience & Education

Work

Company:
World financial group
Financial consultant
Company:
Nima accessories - Los Angeles, CA
Sales assistant

Carrie Richardson Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
Jewish family services
Clerical assistant
Company:
Jp morgan chase - Kennesaw, GA
Financial advisor lending adjudication

Skills

Proficient Microsoft Word, and type 45+ wpm

Shaunte Williams Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPatient Navigation CoordinatorPatient Support RepresentativeHealthcare SupportMarketing ProfessionalAdvertising Sales Agent

Experience & Education

Work

Company:
Transamerica financial advisors/wfg
Financial advisor
Company:
One call medical - West Hills, CA
Customer care coordinator

Daniel Sarraf Santa Monica, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Center ManagerBankerOperations ManagerDirector of OperationsRepresentativeClient Service OfficerCustomer ServiceStudent WorkerData Scientist

Experience & Education

Work

Company:
Coast national sales
Business operations manager
Company:
Gerber kawasaki wealth management - Santa Monica, CA
Financial advisor/investment representative

Daniel Sarraf Santa Monica, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Center ManagerBankerOperations ManagerDirector of OperationsRepresentativeClient Service OfficerCustomer ServiceStudent WorkerData Scientist

Experience & Education

Work

Company:
Coast national sales
Business operations manager
Company:
Gerber kawasaki wealth management - Santa Monica, CA
Financial advisor/investment representative

Belinda Diaz Van Nuys, CA

Professions & Specialties

Loan OfficerFinancial ConsultantLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentDental SpecialistStomatologist

Experience & Education

Work

Company:
Verify eligibility insurance hmo and ppo - Irvine, CA
Utilization review assistant
Company:
Quick loan funding, inc - Irvine, CA
Loan officer

Nery Gomez Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBankerChief Executive OfficerCorporate ExecutiveChief ExecutiveOperations ManagerBachelor of SciencePsychologistManagersPsychology Specialist

Experience & Education

Work

Company:
Elevation consulting group
Managing director
Company:
Merrill lynch wealth management - Beverly Hills, CA
Financial advisor

Skills

Health, Fitness, Entrepreneur, Consultative Sales Professional, Private Equity, Investment Banking, ...

Chris Ridout Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President, Senior Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Encino, CAVice President, Senior Financial Advisorsince Jun 2002
Skills:
Series 7, Wealth Management, Investment Advisory

Sean Lee Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AnalystAnalystAnalystsOperations Manager

Experience & Education

Work

Company:
Alcoa, alcoa fastening systems
Business analyst
Company:
Seia, llc signature estate and investment advisors - Los Angeles, CA
Assistant to financial advisor

Skills

Inventory Management, Logistics, Forecasting, Strong background in Microsoft Suite, Excel, Access

Geoffrey Ramirez Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeAnalystAnalystsFinancial AnalystCertified Nurse AideStudent WorkerNurseNurse PractitionerCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
O'neil data systems
Production analyst
Company:
Ltc properties - Thousand Oaks, CA
Junior financial analyst

Aloma Morgan Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerEmployee Relations ManagerEmployee Relations SpecialistLabor Relations Specialist

Experience & Education

Work

Company:
Ucla housing services, ca
Financial advisor
Company:
California healing arts college
Accounting manager/human resources manager

Rosanne Costello Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at Charles Schwab & Co., Inc. at Charles Schwab
Title:
Financial Consultant at Charles Schwab & Co., Inc.
Location:
Encino, California
Industry:
Financial Services
Work history:
Charles Schwab - Encino, CAFinancial Consultant at Charles Schwab & Co., Inc.since Mar 1990

Anthony Destefanis Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief Executive

Experience & Education

Work

Company:
Axa advisors - Los Angeles, CA
Vice president / financial consultant

Justin Chung Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Fidelity investments - Grand Rapids, MI
Account executive
Company:
Merrill lynch - Grand Rapids, MI
Financial advisor

Priscilla Gonzalez Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentReceptionistFront Desk ClerkFront Office ReceptionistBiller

Experience & Education

Work

Company:
Ucla medical center
Financial counselor
Company:
Persona neurobehavior group - Pasadena, CA
Receptionist/medical biller

Jonathan Gonzales Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorPlanner

Experience & Education

Work

Company:
Verizon - Panorama City, CA
Sales advisor
Company:
World financial group - Woodland Hills, CA
Financial advisor and planner

Gabriela Gierke Van Nuys, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at Charles Schwab & Co., Inc.
Location:
Encino, California
Industry:
Financial Services
Work history:
Charles Schwab & Co., Inc. Financial Consultantsince Dec 2007

Robert Colvin Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProgram DirectorOperations ManagerProject ManagersCounselorCrewmanProject ManagerSecurityAdvisorTeam MemberLinux AdministratorUnix AdministratorSystems AdministratorComputer Systems AdministratorProduction ManagerSenior ManagerAnalystAnalystsEntertainment ProfessionalEntertainerProperty ManagerReal Estate ManagerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAccounting BookkeeperBookkeeper

Experience & Education

Position:
Program Manager - Technical Consultant at undisclosed
Title:
Program Manager - Technical Consultant
Location:
Greater Los Angeles Area
Industry:
Internet
Work history:
Undisclosed - Greater Los Angeles AreaProgram Manager - Technical Consultantsince Aug 2011-Prospect Mortgage Company - Sherman Oaks, CASenior Technical Project ManagerApr 2012 - 2012
Senior Technical Project Manager / Financial Consultant at WellPoint Health Networks

Richard Sprunger Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerMarket AnalystMarket Research AnalystFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceExecutive Vice PresidentFinancial ManagerVice PresidentChief ExecutiveResearch AnalystResearch AssistantResearcherSurvey ResearcherSupervisorManagersMaster of Business AdministrationBachelor of ScienceProperty ManagerReal Estate Manager

Experience & Education

Position:
Manager of Financial Planning and Analysis at Arden Group, Inc.
Title:
Manager of Financial Planning and Analysis at Arden Group, Inc. (Gelson's)
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Arden Group, Inc. - Encino, CAManager of Financial Planning and Analysissince Sep 2011California Republic Bank - Beverly HillsRelationship Manager and Financial AnalystMar 2009 - Mar 2011
Skills:
Commercial Lending, Real Estate, Market Research, Management Consulting, Business Analysis,...
Strategy and Financial Consultant at Estetica Magazine

Randy Robertson Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorRepresentativeCommodity Trading AdvisorAgentSales RepresentativeComputer Network ProfessionalMatlab DeveloperNetwork AdministratorSoftware DeveloperSoftware DevelopersMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFounding MemberChief Executive

Experience & Education

Position:
Consultant at CalPacific Equity Group
Title:
Consultant With Calpacific Equity Group
Location:
Greater Los Angeles Area
Industry:
Venture Capital & Private Equity
Work history:
CalPacific Equity Group - Sherman Oaks CAConsultantsince Mar 2013Cannon Trading - Beverly Hills, CaliforniaSenior Commodity SpecialistDec 2009 - Dec 2010
Skills:
Commodity Markets, Oil & Gas Industry, Alternative Investments, Managed Futures, Options...
Financial Advisor at Morgan Stanley

Dennis Fischer Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerDepartment SupervisorOperations ManagerProject ManagersProject ManagerSupporting MemberCounselorTeam MemberAdvisorAgentSales Team MemberClient Service OfficerSales RepresentativeSales PersonUnderwriterCustomer ServiceFinancial OfficerFinancial ManagerChief ExecutiveBachelor of ScienceRecruitmentIndependent Business Owners

Experience & Education

Position:
Building Materials and Lumber Department Supervisor at The Home Depot
Title:
Risk Manager, Project Manager, Broker, Underwriter, Business Developer
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
The Home Depot Building Materials and Lumber Department Supervisorsince Jan 2010Jet Fleet International - Van Nuys, CAConsultantJul 2009 - Oct 2009
Skills:
Customer Service, Team Building, Budgets, Business Planning, Negotiation, Risk Management
s financial advisor for completion



Financial Consultants near Van Nuys, CA01,0592,1183,1774,2365,295Los AngelesWoodland HillsBeverly HillsSanta MonicaNorth HollywoodCalabasasNorthridgeSan FernandoChatsworthPacific Palisades