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Financial Consultants in California

Financial Consultants in Walnut Creek, CA

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Here is a complete list of most local Financial Consultants in Walnut Creek, CA.

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141 results found

Derek Del Simone Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Burpee Del Simone LLC
Title:
Financial Consultant
Location:
Walnut Creek, California
Industry:
Investment Management
Work history:
Burpee Del Simone LLC - Walnut Creek CA.Financial Consultantsince Nov 2007Banc of America Investments Financial AdvisorJan 2005 - Nov 2007
Skills:
Investments, Alternative Investments, Variable Annuities, 401k Rollovers
Full Profile

Scott Goggin Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Branch Manager • Field Marketing Specialist • Marketing Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Manager • Technical Managers • C++ Developer • Website Developer • Software Developer • Software Developers • Master of Science • Senior Customer Service Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 1333 N. California Blvd. Suite 133Financial Advisorsince Jul 2012Able Building Maintenance Branch ManagerJan 2009 - Jul 2012
Full Profile

Douglas Macdonald Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Speaker • Counselor • Spokesperson • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Marketing Manager • SEO Specialist • Web Marketer • Vice President • Chief Executive • Property Manager • Real Estate Manager • Sports Trainer • Sports Trainers • Sales Representative • Software Developers

Experience & Education

Position:
Financial Planner, Speaker at Freepoint Financial Group
Title:
Registered Financial Consultant
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Freepoint Financial Group - Walnut CreekFinancial Planner, Speakersince Dec 2010Servio - San Francisco Bay AreaRegional Enterprise Sales Manager - Global eCommerceJan 2012 - May 2013
Full Profile

Ora Citron Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Project Managers • Chief Executive • Financial Manager • Advisor

Experience & Education

Position:
Financial Consultant at Ora Citron, Chapter Director at Foundation for Personal Financial Education
Title:
Financial Consultant for women experieincing life's transitions.
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Ora Citron - 1350 Treat Blvd., Suite 390, Walnut Creek, CA 94597Financial Consultantsince Nov 2012Foundation for Personal Financial Education Chapter Directorsince 2009
Skills:
Financial Planning, Long Term Care, Wealth Management, Financial Advisory, Personal Finance,...
Languages:
French
Full Profile

Puja Markus-brooks Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Manager • Operations Manager • Banking Manager • Financial Officer • Financial Manager • Chief Executive • Deliveryman • Security • Team Member • Courier • Notary Public • Notary • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor with Edward Jones
Location:
Walnut Creek, California
Industry:
Investment Banking
Work history:
Edward Jones - Walnut CreekFinancial Advisorsince 2012Umpqua Bank Lead UA IV, Business development officerOct 2011 - Feb 2013
Full Profile

John Cho Hayward, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Supporting Member • Team Member • Data Entry Specialist • Data Scientist

Experience & Education

Title:
Financial Analyst
Location:
Castro Valley, California
Industry:
Financial Services
Work history:
Spire Restaurant & Bar - San Francisco Bay AreaFinancial Consultant - AssistantSep 2010 - Mar 2011Charles Schwab Trust Company - San Francisco Bay AreaSr. Associate of Cash OperationsMar 2007 - Sep 2009
Full Profile

Vah Hovakimian Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Work

Company:
Wells fargo (rhi) - Oakland, CA
Financial analyst
Company:
About the kids foundation - Los Altos, CA
Financial consultant
Full Profile

Roxanne Saki Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Market presidents
Regional sales plan based
Company:
Wells fargo bank - San Francisco, CA
Financial consultant, sf bay regional finance
Full Profile

Marco Cugia Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Real Estate Appraiser

Experience & Education

Work

Company:
Dunn & associates
Commercial real estate appraiser
Company:
Axa financial advisors - Los Angeles, CA
Financial consultant - retirement benefits group
Full Profile

Chanelle Michael Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Systems Analyst • IT Analyst • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • Operations Manager

Experience & Education

Work

Company:
Current employer
Current job title
Company:
Ubs financial services - Walnut Creek, CA
Financial advisor
Full Profile

Alicia Cragholm Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor @ Merrill Lynch
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Merrill Lynch - Walnut CreekFinancial Advisorsince 2012Morgan Stanley Smith Barney Wealth Management2010 - Nov 2012
Skills:
Financial Analysis, Investments, Retirement Planning, Wealth Management, Insurance, Strategic...
Languages:
English, Farsi
Full Profile

Christine Forristall Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Mechanics Investment and Insurance Services
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Mechanics Investment and Insurance Services - Richmond, CaliforniaFinancial Consultantsince Oct 1997
Skills:
Investments, Insurance, Securities, Financial Services, Real Estate, Strategic Planning, Sales...
Full Profile

Megan Thompson Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Managers

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Aug 2012Morgan Stanley Smith Barney - Atlanta, GeorgiaFinancial Advisor, Financial Planning Specialist2006 - 2012
Full Profile

Erin Beable Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Systems Administrator • Computer Systems Administrator • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Walnut Creek, California
Industry:
Investment Management
Work history:
Morgan Stanley - Walnut Creek, CAFinancial Advisorsince Jun 2003JB Oxford & Co - Beverly Hills, CATrading Floor System Administrator / Trading AssistantJul 1999 - Feb 2002
Full Profile

Edward Zerweck Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at LPL Financial LLC
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
LPL Financial LLC Financial Advisorsince Dec 2010Wells Fargo Advisors, LLC Associate Vice President - InvestmentsJul 2005 - Jun 2011
Full Profile

Ryan Higgins Walnut Creek, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor CFP®, AAMS at Edward Jones
Title:
Financial Advisor, CFP®, AAMS
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Edward Jones - Walnut Creek, CAFinancial Advisor CFP®, AAMSsince Dec 2008
Full Profile

Shannon Stone Oakland, CA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Sports Trainers

Experience & Education

Position:
Financial Planner at DHR Investment Counsel
Location:
United States
Industry:
Financial Services
Work history:
DHR Investment Counsel - Oakland, CAFinancial Plannersince 2009Ameriprise Financial Services, Inc. - Walnut Creek, CAParaplanner2007 - 2009
Paraplanner- worked with a financial advisor in assisting creating financial..
Full Profile

Chad Jorgensen Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 100 Pringle Ave Suite 420 Walnut Creek, CA 94596Financial Advisorsince Mar 2012Wells Fargo Advisors - Piedmont, CA 94611Financial AdvisorFeb 2006 - Mar 2012
Full Profile

Walter Ruczynski Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Work

Company:
John hancock financial network
Financial advisor
Company:
Morgan stanley - Walnut Creek, CA
Financial advisor

Skills

Financial Planning, Investments, Wealth Management, Business Development, Mergers &...
Full Profile

Kenneth Williams Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Vice President • Chief Executive • Operations Manager • Sales Manager • Bachelor of Science • Bachelor of Arts • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Thrivent financial - Walnut Creek, CA
Contract financial advisor and registered investment advisor
Company:
Morgan stanley - Walnut Creek, CA
Vice president, and registered investment advisor

Skills

sales, public speaking, contract development and negotiation, computer, project management, and...
Full Profile

Bryan Grupe Concord, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Representative • Client Service Officer • Customer Service • Master of Business Administration • Bachelor of Science • Dean • Higher Education Professional • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper • Chief Executive • Corporate Executive • Operations Manager

Experience & Education

Work

Company:
David white & associates
Financial advisor
Company:
Business point impressions - Concord, CA
Account representative

Skills

Sales, Sales/Marketing management in the Ad, Print, Biotech/Healthcare, and Financial Services...
Full Profile

Paula Liss Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive

Experience & Education

Work

Company:
Wells fargo
Financial consultant
Company:
Wells fargo
Full Profile

Betty Tam Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Psychologist • Bachelor of Science • Team Member • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant • Psychology Specialist

Experience & Education

Work

Company:
Edward jones investments - Walnut Creek, CA
Financial advisor
Company:
Massmutual financial group - Walnut Creek, CA
Financial advisor

Skills

Microsoft Office: Word, Excel, Pivot Table, Power Point, Outlook, Internet, and CRM technology.
Full Profile

Neetra Successful Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Chief Executive Officer • Founder • Owner • Operations Manager • Corporate Executive • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO/FOUNDER at STEP BY STEP FOUNDATION, (MANAGER) FINANCIAL CONSULTANT at STEP BY STEP BUILDERS,...
Title:
(MANAGER) FINANCIAL CONSULTANT at STEP BY STEP BUILDERS
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
STEP BY STEP FOUNDATION CEO/FOUNDERsince Jan 2005STEP BY STEP BUILDERS - WALNUT CREEK, CA 94596(MANAGER) FINANCIAL CONSULTANTsince Mar 2004
Full Profile

Mark Joukoff Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker

Experience & Education

Work

Company:
Merrill lynch, pierce
Merrill lynch wealth management financial advisor
Company:
Young & rubicam
Account management, financial, and creative intern
Full Profile

Wes Yamada Walnut Creek, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Advisor • Client Service Officer • Customer Service • Managers • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Work

Company:
Union bank/union banc investment services - San Francisco Bay Area, CA
Licensed banker/financial advisor
Company:
Fremont bank - San Ramon, CA
Customer service specialist 2

Skills

Series 7, 63 and 65 licensed, California Life Only Agent
Full Profile

Steve Lacour Walnut Creek, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Associate Vice-President, Financial Advisor, Portfolio Manager at Morgan Stanley
Title:
Financial Advisor, Associate Vice-President, Portfolio Manager at Morgan Stanley Wealth Management
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Morgan Stanley Associate Vice-President, Financial Advisor, Portfolio Managersince Aug 1997
Full Profile

Kirk Donaldson Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Security Officer • Security • Team Leader • Operations Manager • Financial Analyst

Experience & Education

Work

Company:
Securitas, inc. - Walnut Creek, CA
Security officer
Company:
World savings / atlas sec - Oakland, CA
Financial advisor
Full Profile

Matthew Schmitz Walnut Creek, CA

Professions & Specialties

Investment Analyst • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Market Analyst • Market Research Analyst • Supporting Member • Team Member • Financial Manager

Experience & Education

Work

Company:
Merrill lynch
Registered senior client associate
Company:
E-trade securities - Houston, TX
Financial consultant
Full Profile

Anthony Gressak Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Manager • Operations Manager

Experience & Education

Work

Company:
Morgan stanley smith barney, wealth management - Walnut Creek, CA
Financial advisor - private bank credit solutions and investment management
Company:
The cheesecake factory - Calabasas Hills, CA
Senior manager
Full Profile

Stephen Green Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Internal Auditing Manager • Computational Scientist • Computer Scientists • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Telesoft partners - San Francisco, CA
Controller
Company:
Stephen m green, cpa - Walnut Creek, CA
Executive financial consultant
Full Profile

Nicholas Freitas Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Work

Company:
Bank of the west
Financial advisor
Company:
Bank of america merrill lynch - Concord, CA
Financial solutions advisor
Full Profile

Mohamed Essid Walnut Creek, CA

Professions & Specialties

Equity Trader • Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker

Experience & Education

Work

Company:
T3 trading group, llc - New York, NY
Equity trader
Company:
Legend securities, inc - New York, NY
Intern - financial advisor assistant
Full Profile

Gerald Gitchell Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive

Experience & Education

Work

Company:
Lucrosus holdings inc
President
Company:
Morgan stanley smith barney - Walnut Creek, CA
Financial advisor
Full Profile

John Arch Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Wells Fargo Advisors
Title:
Financial Advisor Wells Fargo Advisors LLC
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors - 775 Oak Grove Rd Walnut Creek CAFinancial Consultantsince Jun 2005
Full Profile

Nicole Merchain Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Walnut Creek, California
Industry:
Financial Services
Languages:
English, Spanish
Full Profile

Lisa Roa Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Clerk • Clerical Specialist

Experience & Education

Work

Company:
John muir hospital
Financial counselor
Company:
John muir hospital - Walnut Creek, CA
A/p clerk
Full Profile

Mae Ceralvo Alameda, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Volleyball Coach • Head Coach • Sports Game Coach • Information Technology Specialist • IT Specialist • Business Manager • Administrative Clerk • Chief Executive • Computer Software Professional • Software Developers • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Paralegal • Recruitment

Experience & Education

Position:
Executive Assistant to COO at Wind River, Volleyball Coach at Pacific Rim Volleyball Academy
Title:
Executive Assistant
Location:
Alameda, California
Industry:
Information Technology and Services
Work history:
Wind River - Alameda, CAExecutive Assistant to COOsince Jan 2012Pacific Rim Volleyball Academy - Pleasant HillVolleyball Coachsince Oct 2010
Financial Advisor at MassMutual Financial Group
Full Profile

Deborah Briz San Ramon, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Officers • Client Service Officer • Agent • Sales Representative • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Underwriter • Customer Service • Food Service Workers • Insurance Professional • Branch Manager • Field Marketing Specialist • Marketing Administrator • Manager • Director • Restaurant Manager • Marketing Manager • Operations Manager • Food Service Director • Bachelor of Science • Food Service Manager • Food Service Supervisor

Experience & Education

Position:
Broker Service Representative at Parkside Lending
Title:
Broker Service Representative
Location:
San Ramon, California
Industry:
Financial Services
Work history:
Parkside Lending - Walnut Creek, CABroker Service Representativesince Jan 2013Stearns Lending - Concord CAAccount ManagerAug 2012 - Jan 2013
Skills:
Loans, Mortgage Lending, Management, Sales, Finance, Training, Marketing, Underwriting, Selling,...
Financial Advisor at Southwest Securities Inc
Full Profile

Jasmine Adiani Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Manager • Operations Manager • Buyer • Sales Representative • Buyer and Seller • Assistant to the President • Administrative Associate • Administrative Clerk • Clerical Specialist • Secretary • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Manager at Bank of the West
Location:
Walnut Creek, California
Industry:
Banking
Work history:
Bank of the West - Walnut Creek, CASales Managersince Feb 2012Wells Fargo Licensed Premiere Banker IIApr 2010 - Feb 2012
Sales Assistant to Financial Advisor at Citicorp Investment Services
Full Profile

Dan Vargas Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Advertising Professional • Advertising Sales Agent • Business Administrator • Sales Person • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Operations Manager

Experience & Education

Position:
Business Development Consultant at Global Plane Search, Sales Professional at Dan Vargas
Title:
Business Development Consultant at Global Plane Search
Location:
Walnut Creek, California
Industry:
Marketing and Advertising
Work history:
Global Plane Search - Walnut CreekBusiness Development Consultantsince May 2013Dan Vargas - Walnut Creek, CASales Professionalsince Sep 1998
Skills:
Sales, Business Development, Investments, Social Media Marketing, Prospecting Skills, Fundraisers
Financial Advisor
Full Profile

Jon Lehmann Walnut Creek, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Sales Executive • Sales Manager • Student Worker

Experience & Education

Position:
Private Client Banker at JPMorgan Chase
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
JPMorgan Chase - 1994 Tice Valley Blvd., Walnut Creek, CA, 94595Private Client Bankersince Jun 2012JPMorgan Chase - 1994 Tice Valley Blvd., Walnut Creek, CA, 94595Personal BankerDec 2011 - Jun 2012
Financial Advisor at Morgan Stanley Smith Barney
Full Profile

Donna Schiano San Ramon, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Director • Vice President • Operations Manager • Business Consultant • Security • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Controller

Experience & Education

Title:
Owner & Operator, Dickey's Barbecue Pit San Ramon CA
Location:
San Ramon, California
Industry:
Restaurants
Work history:
Advisor Partners, LLC - Walnut Creek, CAInvestment Operations and Client ServiceSep 2010 - Feb 2012Advisor Partners, LLC Projects for Executive ManagementSep 2010 - Dec 2010
Financial Advisor Magazine
Full Profile

Karen Berndt Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Management Consultant • Analyst • Analysts • Management Analyst • Counselor • Project Manager • Team Member • Advisor • Bachelor of Business Administration • Tax Accountant • Project Managers

Experience & Education

Work

Company:
Collabera, incorporated (client: bank of america) - Concord, CA
Business analyst
Company:
Non-profit organization - Vallejo, CA
Freelance analyst/project management
Full Profile

Bridget Bernhoft Walnut Creek, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Relationship Manager • Sales Executive • Account Service Manager • Client Service Officer • Sales Manager • Customer Service • Sales Representative • Operations Manager • Managers

Experience & Education

Work

Company:
Cost plus world market
Sales associate
Company:
Assetmark/genworth financial - Pleasant Hill, CA
Gold team relationship manager
Full Profile

Jeffrey Veit Walnut Creek, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Manager • Operations Manager • Customer Service • Chief Executive • Marketing Manager • Supporting Member • Supervisor • Team Member • Managers • Media Planner • Master of Business Administration • Bachelor of Arts • Brand Planner • Brand Representative

Experience & Education

Work

Company:
Dataxu - San Francisco, CA
Senior account executive
Company:
Undertone - San Francisco, CA
Manager of strategic accounts
Full Profile

Jordan Kerl Walnut Creek, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Apprentice • Advisor • Student Worker • Business Administrator • Operations Manager

Experience & Education

Work

Company:
Global village concerns - San Diego, CA
Financial analyst intern
Company:
Cushman and wakefield - San Diego, CA
Retail advisor intern

Skills

Online research, financial statement analysis, strong communication and presentation skills
Full Profile

Tom Bittner Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Agent • Sales Representative • Operations Manager • Director of Operations • High School Diploma • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
San francisco associates, inc.
Wealth strategist
Company:
Northwestern mutual financial network - San Francisco Bay Area, CA
Financial representative
Full Profile

John Lee Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Financial Director • Vice President • Chief Executive • Financial Officer • Financial Manager • Vice President of Finance • Purchasing Managers • Director of Contracts

Experience & Education

Work

Company:
Iasco - Redwood City, CA
Executive vice president/cfo
Company:
Iasco
Executive vice president and cfo
Full Profile

Tatiana Escalante Walnut Creek, CA

Professions & Specialties

Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Supervisor • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Star one credit union - Palo Alto, CA
Assistant branch manager
Company:
San jose credit union - San Jose, CA
Lending supervisor
Full Profile


Financial Consultants near Walnut Creek, CA03774111148185OaklandPleasantonConcordSan RamonBerkeleyHaywardDanvilleAlamedaLafayetteRichmond