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Financial Consultants in Vista, CA

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10 results found

Rebecca Shobe San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalManagerOperations ManagerFinancial OfficerFinancial ManagerCommunity Service ManagerGovernment Administration ProfessionalConsumer Goods ProfessionalCommodities ClerkAccounting BookkeeperBookkeeper

Experience & Education

Position:
Treasury Accounting Manager at County of San Diego
Location:
Greater San Diego Area
Industry:
Accounting
Work history:
County of San Diego Treasury Accounting Managersince Oct 2007Lighthouse Financial Services Financial ConsultantApr 2006 - Oct 2007

Vicente Hinojosa Vista, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBankerAssistant Branch ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerChief ExecutiveArmy SergeantGeneral EducationClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Comerica
Assistant branch manager
Company:
First command - Oceanside, CA
Financial advisor (gate program)

Don Kuhn San Diego, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorChairman EmeritusFinancial ManagerOperations ManagerChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArmy Lieutenant ColonelLeaderManagersVice PresidentPartnerDepartment SupervisorCommunity Service ManagerAdvisorNon-ProfitAnalystsSales AgentSales RepresentativeGovernment Administration ProfessionalPsychology Specialist

Experience & Education

Position:
Relationship Portfolio Manager / Director of Insurance Programs at FUTR Family Management, LLC,...
Title:
Wealth is more than Money. . .
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
FUTR Family Management, LLC - United StatesRelationship Portfolio Manager / Director of Insurance Programssince Nov 2012Estate Equities - West Coast, United States of AmericaInsurance Consultingsince Aug 2009
Languages:
Spanish
Financial Advisor Magazine

Rodger Farrell Vista, CA

Professions & Specialties

Financial ConsultantMortgage SpecialistLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentManagement ConsultantManagement AnalystAnalystsCertified Nurse AideNurseNurse PractitionerInside Sales RepresentativeSales RepresentativeContractorClerical SpecialistArea ManagerManagersNursing AssistantPsychology SpecialistSales ManagerSales DirectorVice PresidentTerritory Sales ManagerChief ExecutiveMarketing ManagerRegion ManagerCommunity Service ManagerExecutive ProducerSenior Art ProducerArt ProducerMedia ProducerBranch ManagerField Marketing SpecialistMarketing AdministratorBachelor of ArtsPsychologistGovernment Administration ProfessionalLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperEducatorEducation ProfessionalInstructor

Experience & Education

Position:
Retired at home
Title:
Management Consulting Professional
Location:
Vista, California
Industry:
Management Consulting
Work history:
Home Retiredsince Aug 2012Brighter Concepts ~ Solatube Company - Vista CaliforniaInside Sales RepresentativeJun 2011 - Aug 2012

Lori Pritchard Vista, CA

Professions & Specialties

Financial ConsultantCollectorFinancial Services ProfessionalFinancial Services Sales AgentRepossessorCollections SpecialistSocial WorkerSocial WorkersVolunteerSpokespersonRepresentativeNon-ProfitPatient Account RepresentativeTraining SpecialistWorkforce Development SpecialistTraining and DevelopmentAdvocateJuristLegal CounselMaster of ScienceBachelor of SciencePosting ClerkBiller

Experience & Education

Work

Company:
St. joseph hospital main - Tampa, FL
Social worker
Company:
Sun coast hospital - Largo, FL
Social worker

Skills

Public Speaker

Tina Campbell Vista, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentClerkCoordinatorClerical SpecialistManagersRepresentativeCustomer Service

Experience & Education

Work

Company:
Kaiser permanente
Outside referrals clerk
Company:
Sonora region medical center
Referral coordinator

Ashley Willis Vista, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBillerAdministrative AssociateAdministrative ClerkClerical SpecialistFront Office ReceptionistSales PersonSales Representative

Experience & Education

Work

Company:
Crc health group
Medical biller
Company:
Killion industries
Administrative assistant

Christina Birtley Vista, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBoard MemberManagement Team ExecutiveOperations ManagerApprenticeStudent WorkerAdvisorClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Wells fargo bank, n.a - Vancouver, WA
Personal banker
Company:
International center for traditional child birth - Portland, OR
Board member and intern

James Byrnes Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalAdvertising Sales AgentHospital Care ProfessionalCertified Nurse AideHealth ProfessionalHealth PractitionerNurseNurse PractitionerAgentSales RepresentativeWeb MarketerManagersAdvisorBillerAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Community Liaison at Maxim Healthcare Services, Financial Advisor at World Financial Group (WFG)
Title:
Experienced in Healthcare, Sales, Management, & Client Relations.
Location:
Orange County, California Area
Industry:
Hospital & Health Care
Work history:
Maxim Healthcare Services - 17862 E Seventeenth St, Tustin CA 92780Community Liaisonsince Apr 2012World Financial Group (WFG) - Greater San Diego AreaFinancial Advisorsince Jan 2012

Skip Leasure Spokane, WA

Professions & Specialties

Financial Services Sales AgentMortgage SpecialistLoan OfficersCounselorAdvisorCustomer ServiceClient Service OfficerSales PersonSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperContractorIndependent Business OwnersOperations Manager

Experience & Education

Position:
Home Mortgage Consultant (HMC) at Wells Fargo Home Mortgage
Title:
Home Mortgage Consultant at Wells Fargo Home Mortgage NMLSR# 526803
Location:
Spokane, Washington Area
Industry:
Financial Services
Work history:
Wells Fargo Home Mortgage - Spokane, Washington AreaHome Mortgage Consultant (HMC)since Apr 2013U.S. Bancorp Investments - Coeur d'Alene, IDRegistered Sales AssistantJun 2012 - Mar 2013
Financial Advisor at Merrill Lynch


Financial Consultants near Vista, CA04649281,3921,8562,320San DiegoLa JollaCarlsbadTemeculaSan ClementeOceansideDel MarEscondidoEncinitasMurrieta



Financial Consultants around Vista, CA

Bonsall  (1)
Carlsbad  (97)
Del Mar  (27)
El Cajon  (18)
Encinitas  (24)
Escondido  (25)
Fallbrook  (9)
La Jolla  (105)
La Mesa  (14)
Lakeside  (4)
Murrieta  (19)
Oceanside  (28)
Poway  (18)
Ramona  (5)
San Clemente  (28)
San Diego  (2,316)
San Marcos  (18)
Santee  (4)
Solana Beach  (5)
Temecula  (56)
Wildomar  (3)

Financial Consultants in California

Sub-specializations

Financial Consultant  (10)
Funder  (1)