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Financial Consultants in West Covina, CA

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17 results found

Robert Groag Pasadena, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerOperations Manager

Experience & Education

Position:
Financial Consultant at TIAA-CREF
Title:
Consultant at TIAA-CREF
Location:
Pasadena, California
Industry:
Financial Services
Work history:
TIAA-CREF - Pasadena, CAFinancial Consultantsince Feb 2007Trilogy Financial Services - West Covina, CAInvestment consultantNov 2005 - Jan 2007

David Dang West Covina, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerDirectorManagerCorporate ExecutiveChief ExecutiveOperations ManagerCounselorAdvisorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director of Operation (USA) at WINSAB Trading Ltd Pty, Operation Manager at Vengenz Motoring,...
Title:
CEO, VinaBev World
Location:
Vietnam
Industry:
Food & Beverages
Work history:
WINSAB Trading Ltd Pty - Greater Los Angeles AreaDirector of Operation (USA)since Apr 2011Vengenz Motoring - Greater Los Angeles AreaOperation Managersince Oct 2010

Joseph Romo West Covina, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPackerMachine OperatorIndustrial Operator

Experience & Education

Work

Company:
Ready pac
Packer/machine operator
Company:
American communications network
Financial consultant / sales

Skills

Works independently; Work well with others, Charismatic, Quick learner, Dependable, Hard working,...

David Diaz West Covina, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorSales RepresentativeSales Agent

Experience & Education

Work

Company:
Quote source direct
Assistant sales manager
Company:
Legacy financial services
Financial advisor

Kathy Villanueva West Covina, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagers

Experience & Education

Work

Company:
Los alamitos medical center
Er patient reg supervisor
Company:
St. vincent medical center - Los Angeles, CA
Financial counselor

Rupal Campone West Covina, CA

Professions & Specialties

Financial Services Sales AgentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeBudget OfficerFinancial Compliance ExaminerAuditorSchool AdministratorEducational ManagerAdvisor

Experience & Education

Work

Company:
Dell, inc - Round Rock, TX
Senior finance support, vendor funding marketing
Company:
Dell, inc - Round Rock, TX
Senior cost analyst, product group finance

Martha Negron West Covina, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPayroll AdministratorPayroll AuditorPayroll SupervisorCompensations and BenefitsCertified AuditorFinancial Compliance ExaminerAuditorManagers

Experience & Education

Work

Company:
Young's market co
Payroll administrator
Company:
South west administration - Alhambra, CA
Payroll auditor

Roze Quevedo West Covina, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateAdministrative ClerkClerical SpecialistPractice ManagerHealth Services ManagerManagersHealthcare Support

Experience & Education

Work

Company:
Alaska national insurance company - San Francisco, CA
Administrative assistant
Company:
Bay area pulmonary - Oakland, CA
Practice manager

Robert Jeppson West Covina, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLaw ClerkLegal InternJudicial Law ClerkStudent LawyerJuris DoctorBachelor of ArtsStudent Worker

Experience & Education

Work

Company:
Los angeles city attorney's office - land use division
Law clerk
Company:
Pennsylvania state's university's family law clinic - Carlisle, PA
Certified legal intern

Francine Iracheta West Covina, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSecretaryManagerOperations ManagerAdministrative AssociateManagersAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
J.t. tile
Secretary
Company:
Methodist hospital - Arcadia, CA
Admitting manager

David Chilpa West Covina, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMechanicTechnicianSupervisorTechnical SpecialistTechnical Support SpecialistsManagersGeneral Education

Experience & Education

Work

Company:
Ralph's distribution center - Moreno Valley, CA
Part time order selector
Company:
Henry's farms market distribution center - Moreno Valley, CA
Order selector

Skills

Electrical Powerline Mechanic Trainee Certification

Joe Rubinstein Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCorporate ExecutiveMaster of Business AdministrationBachelor of ScienceSales Representative

Experience & Education

Position:
Personal Financial Consultant at Diversified Securities
Title:
Owner, DSI Wealth Mgmt Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Diversified Securities - 1000 Lakes Dr # 420 West Covina CA 91790Personal Financial Consultantsince Mar 2006DSI/H.Beck Rep1989 - 2011

Andrea Pagani Placentia, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClerkClerical SpecialistSales ManagerOperations Manager

Experience & Education

Work

Company:
Placentia linda hospital - Placentia, CA
Registrar
Company:
Aurora las encinas behavioral health hospital - Pasadena, CA
Admitting clerk, promoted to financial advisor

Frank Robledo Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFounderChairpersonFounding MemberChief ExecutiveMarketing ManagerAgentSales RepresentativeHockey PlayerAthletesBranch ManagerField Marketing SpecialistMarketing AdministratorOperations ManagerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantEntertainment ProfessionalEntertainerBusiness AdministratorAgentsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Science

Experience & Education

Position:
Founder/President- NHLPA Certified Player Agent; LPGA Player Agent at Elite Advisors Sports Management
Title:
Founder and President of Elite Advisors Sports Management - NHLPA Certified Agent - LPGA Player Agent
Location:
Greater Los Angeles Area
Industry:
Sports
Work history:
Elite Advisors Sports Management - Covina, CAFounder/President- NHLPA Certified Player Agent; LPGA Player Agentsince Jan 2013The Lending Company - West Covina, CABranch ManagerApr 2012 - 2013
Languages:
English, Spanish
Financial Advisor at Morgan Stanley

George Ullrich Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCommissionerMediatorChairpersonFounderPartnerChief ExecutiveFounding MemberCoordinatorVolunteerManagersNon-ProfitLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales ManagerSales DirectorRegion ManagerOperations ManagerCommunity Service ManagerTechnicianAdvisorBusiness AdministratorArea ManagerTechnical SpecialistTechnical Support SpecialistsMaster of Business AdministrationBachelor of ScienceAssociate of ScienceEconomistGovernment Administration ProfessionalAutomotive SpecialistAutomotive ProfessionalService TechnicianMaintenance and Repair WorkerCustomer ServicePsychology Specialist

Experience & Education

Position:
Planning Commissioner at City of Brea, President at ULLRICH FAMILY ACQUISITIONS,LLC, Faith Based...
Title:
Planning Commissioner - City of Brea
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
City of Brea - Brea, CAPlanning Commissionersince Feb 2013ULLRICH FAMILY ACQUISITIONS,LLC - 1400 Dallas Drive, Denton TX 76205Presidentsince Apr 2013
Languages:
English
Certifications:
Special Enrollment Examination - Representation, Practice & Procedures, I.R.S.
Volunteer Income Tax Assistance/Tax Counseling for the Elderly, Internal Revenue Service
Financial Advisor Magazine

Cecilia Peña Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRestaurant ServerFood ServerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBartenderVolunteerOrganization ManagementFront Office ReceptionistNon-ProfitCashierStudent WorkerMediatorOperations Manager

Experience & Education

Position:
Server at Cafe Tu Tu Tango
Location:
Irvine, California
Industry:
Financial Services
Work history:
Cafe Tu Tu Tango - Orange, CAServersince May 2013Paradise Café - Irvine, CAServer/BartenderAug 2010 - Apr 2013
..weekly and email to ASUCI's financial advisor

Jeff Skipper San Diego, CA

Professions & Specialties

DirectorOperations ManagerMarketing ManagerSales ManagerSEO SpecialistWeb MarketerLeaderManagersBuilderConstruction SpecialistConstruction LaborerSales ExecutivePremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantCorporate ExecutiveChief ExecutiveInternet Marketing ManagerAdvisorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director, Business Development at Rio SEO
Title:
Director, Business Development
Location:
Greater San Diego Area
Industry:
Internet
Work history:
Rio SEO - San DiegoDirector, Business Developmentsince Aug 2012Business.com - Carlsbad, CANational Sales ExecutiveDec 2011 - Aug 2012
Financial Advisor at Morgan Stanley Smith Barney


Financial Consultants near West Covina, CA0306090120150PasadenaWhittierBreaFullertonPomonaAlhambraArcadiaEl MonteMonterey ParkDuarte



Financial Consultants around West Covina, CA

Alhambra  (22)
Arcadia  (20)
Brea  (41)
Covina  (16)
Duarte  (17)
El Monte  (17)
Fullerton  (38)
Glendora  (6)
La Habra  (13)
La Mirada  (6)
Monrovia  (11)
Montebello  (6)
Monterey Park  (17)
Pasadena  (150)
Pico Rivera  (3)
Pomona  (35)
Rosemead  (8)
San Dimas  (13)
San Gabriel  (10)
Sierra Madre  (7)
Temple City  (4)
Walnut  (10)
Whittier  (45)

Financial Consultants in California

Sub-specializations

Financial Consultant  (17)
Funder  (3)