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Financial Consultants in California

Financial Consultants in Woodland Hills, CA

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139 results found

Sev Salibian Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Entertainment Professional • Entertainer • SalesForce Administrator • Database Administration Professional • Database Administrator • Marketing Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entrepreneur • Managers • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst • Internet Marketing Manager • Web Marketer • Client Service Officer • Sales Representative • Customer Service • Lawyers

Experience & Education

Position:
Marketing Director at YEKRA
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
YEKRA - Studio City, CAMarketing Directorsince 2012Merrill Lynch - Greater Los Angeles AreaPractice Management Development Financial AdvisorJan 2011 - May 2011
Skills:
Business Development, Salesforce.com, Financial Analysis, Marketing, Finance, New Business...
Full Profile

Jared Friedman Woodland Hills, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Summer Associate • Paralegal • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Vice President • Manager • Chief Investment Officer • Chief Information Officer • Chief Executive • Operations Manager • Financial Manager • Management Analysts • Technology Director • Technology Manager • Technical Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Title:
Summer Associate at Merrill Lynch
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
MERRILL LYNCH - Greater Los Angeles AreaSummer AssociateJun 2012 - Aug 2012NORTHWESTERN MUTUAL LIFE INSURANCE Financial RepresentativeDec 2008 - Jan 2010
Skills:
Financial Analysis, Financial Modeling, Investments, Valuation, Mutual Funds, Wealth Management,...
* Assisted a Vice President and Senior Financial Advisor/Portfolio Manager in the develop..
Full Profile

Ivana Goodman Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Specialist • Translator • Bilingual Communications Specialist • Linguist • Language Specialist • Certified Nurse Aide • Nurse • Nurse Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Laborer • Tour Guide • High School Teacher • Secondary School Teacher • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Transamerica Financial Advisors, Inc., Pre-print Output Quality Assurance...
Title:
Financial Advisor at Transamerica Financial Advisors, Inc.
Location:
Greater Los Angeles Area
Industry:
Translation and Localization
Work history:
Transamerica Financial Advisors, Inc. - Woodland Hills, CAFinancial Advisorsince Oct 2011Independent Pre-print Output Quality Assurance Specialistsince Sep 2011
Languages:
Czech, Spanish, Slovak, Russian
Full Profile

Matthew Pime Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Representative • Advisor • Team Member • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Mass Mutual of Southern California
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
Mass Mutual of Southern California - Greater Los Angeles AreaFinancial Advisorsince Jul 2012New England Financial (A Metlife Company) Managing Associate and Financial RepresentativeNov 2008 - Jul 2012
Full Profile

Patricia Ann Adrian Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Spendmymoneywisely.com
Title:
ChFC, Chartered Financial Consultant
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Spendmymoneywisely.com - Woodland Hills, CAFinancial Consultantsince Mar 2009MetLife Securities, Inc. Planned Estate Services - Westlake Village, CAFinancial PlannerMar 2004 - Feb 2009
Languages:
Spanish
Full Profile

Janelle Santana Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • District Manager • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Apprentice • Area Manager • Managers • Student Worker • Operations Manager • Chief Executive • Non-Profit • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Data Scientist • Recruitment

Experience & Education

Position:
District Manager at ADP
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
ADP - Woodland Hills, CADistrict Managersince Aug 2012Keystone Capital LLC - Greater San Diego AreaFinancial Representative InternSep 2011 - Jun 2012
Assist financial advisor with preparation
Full Profile

Hanh Juzang Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Partner • Chief Executive • Computer Network Professional • Network Administrator • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Woodland Hills CAFinancial Advisorsince Mar 2013Merrill Lynch Wealth Management - Westlake Village, CAFinancial Advisor/Portfolio AdvisorApr 2011 - Mar 2013
Certifications:
Series 7
Series 66
Full Profile

Eboney Pearson Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Philanthrope • Leadership Think Tank • Advisor • Non-Profit • Analysts • Certified Nurse Practitioner • Nurse Practitioner • Oncologist • Medical Practice Professional • Medical Practitioner • Board Member • Director • Deputy Manager • Chief Executive • Management Team Executive • Operations Manager • Legislator • Author • Researcher • Survey Researcher

Experience & Education

Position:
Training Associate, Financial Advisor at Transamerica Financial Advisors, Inc.
Title:
Training to be an Financial Advisor through a Brokerage firm.
Location:
Los Angeles, California
Industry:
Financial Services
Work history:
Transamerica Financial Advisors, Inc. - Woodland Hills, CATraining Associate, Financial Advisorsince Feb 201335th Senate District Office, Senator Roderick Wright - Inglewood, CAInternAug 2012 - Oct 2012
Languages:
Spanish
Full Profile

Satyavan Sharma Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Bachelor of Science

Experience & Education

Work

Company:
Pharmavite - Northridge, CA
Senior financial consultant
Company:
Thq inc - Agoura Hills, CA
Senior financial consultant
Full Profile

David Olnick Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • General Education

Experience & Education

Position:
Investment Executive at Raymond James Financial Inc.
Title:
Investment Executive, Fixed Income--Raymond James Financial Services
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
Raymond James Financial Inc. - The Warner Center, Woodland Hills, CA.Investment Executivesince Apr 2012U.S. Bancorp Private Client Reserve Group - Los AngelesVice President Financial AdvisorJun 2009 - Apr 2012
Skills:
Management, Financial Risk, Wealth Management, Investments, Banking, Mutual Funds, Trusted Advisor, ...
Languages:
French+Portuguese
Full Profile

Bianca Stitch Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Librarian • Entrance Greeter • Lobby Attendant • Agent • Cashier • Sales Representative • Bachelor of Fine Arts • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Columbia college hollywood
Asst. librarian
Company:
Transamerica
Financial advisor

Skills

Relevant Skills: Knowledgeable on Fashion, Friendly, Great customer service skills, Can easily read ...
Full Profile

Irasema Tornero Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Human Resources Representative • Recruitment • Advisor • Supporting Member • Generalist • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Operations Officer • Chief Executive • Marketing Manager • Psychology Specialist • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Recruiter/Financial Advisor Associate at World Financial Group (WFG), Human Resource...
Title:
Recruiter/Financial Advisor Associate
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
World Financial Group (WFG) - Woodland Hills, CARecruiter/Financial Advisor Associatesince Oct 2012Robert Half International/Office Team - Woodland HillsHuman Resource Generalist/Recruitersince Nov 2012
Full Profile

Greg Folk Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Inventory Specialist • Logistician • Sports Trainers • Sports Professional • Sports Person • Athletes • Retail Salesperson

Experience & Education

Position:
Financial Solutions Advisor at Merrill Edge
Title:
Assistant Vice President - Financial Solutions Advisor at Merrill Edge
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Edge - Woodland Hills, CAFinancial Solutions Advisorsince Feb 2012Merrill Lynch Financial Advisor2010 - Feb 2012
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Tameem Habib Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Representative • Counselor • Business Administrator • Advisor • Master of Business Administration • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Global lending solutions
Senior financial consultant
Company:
J.p. morgan chase
Licensed financial representative

Skills

FINRA Series 6 license FINRA Series 63 license Life Insurance license Microsoft Office Visual...
Full Profile

Tim Pabustan Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bartender • Sales Representative • Operations Manager

Experience & Education

Position:
Property and Casualty Specialist at Gaspar Insurance Services, Inc., Financial Advisor at Axianta...
Title:
Entrepreneur and Insurance Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Gaspar Insurance Services, Inc. - Woodland Hills CAProperty and Casualty Specialistsince 2011Axianta Financial Partners - Woodland HillsFinancial Advisorsince 2011
Skills:
Insurance, Life Insurance, Term Life Insurance, Property & Casualty Insurance, Commercial...
Full Profile

Chris Simonoff Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Client Service Officer • Customer Service • Reporter

Experience & Education

Position:
Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Edge - Simi Valley, CAAssistant Vice President, Financial Solutions Advisorsince Nov 2012Merrill Lynch - Westlake Village, CAFinancial AdvisorSep 2011 - Nov 2012
Skills:
Residential Mortgages, Wealth Management
Full Profile

Michael Millikin Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Parachute Rigger • Business Administrator • Rigger • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
California lutheran university
Financial aid veterans specialist
Company:
University of phoenix - Woodland Hills, CA
Financial counselor

Skills

Customer service, Management, Financial aid, Shipping, and Receiving
Full Profile

Mario Delacruz Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Operations Manager • Computer Scientists

Experience & Education

Work

Company:
Transamerica financial advisors, inc
Financial advisor
Company:
Pacific teaze, inc
Controller
Full Profile

Danielle Donoso Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Surgical Specialist

Experience & Education

Work

Company:
Valley health systems - Las Vegas, NV
Patient account specialist ii
Company:
Summerlin hospital medical center
Financial counselor
Full Profile

Diana Chin Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at WellPoint
Location:
Woodland Hills, California
Industry:
Insurance
Work history:
WellPoint Financial Consultantsince Oct 2004
Skills:
Health Insurance
Full Profile

Melissa Sutton Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Dispatcher • Government Administration Professional • Community Service Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Psychology Specialist

Experience & Education

Position:
Dispatcher at City of Beverly Hills
Location:
Greater Los Angeles Area
Industry:
Government Administration
Work history:
City of Beverly Hills - Beverly Hills Police DepartmentDispatchersince May 2006SmithBarney - Woodland Hills, CAFinancial ConsultantApr 2000 - Jun 2005
Full Profile

Umesh Malhotra Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
The silk trading co - Los Angeles, CA
Financial consultant
Company:
Jonathan louis - Gardena, CA
Full Profile

Bobby Huynh Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Computer Software Professional • Software Developers • Management Analyst • Analysts • Personal Care Aide • Non-Profit • Recruitment

Experience & Education

Position:
Founder at Prestige Wealth Management LLC, Financial Advisor at Arete Wealth Management
Title:
Financial Advisor at Arete Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Prestige Wealth Management LLC Foundersince Feb 2010Arete Wealth Management - Woodland Hills, CAFinancial Advisorsince Feb 2010
Skills:
Investments, Wealth Management, Retirement Planning, Insurance, Wealth, Estate Planning,...
Full Profile

Andrew Meselson Woodland Hills, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AXA Advisors, LLC
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
AXA Advisors, LLC Financial Consultantsince Jun 1997Lion Parts Exchange PresidentMar 1978 - Dec 1995
Full Profile

Nuala Stellar Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Le sage avenue - Woodland Hills, CA
Admissions financial counselor
Full Profile

Armen Arzumanyan Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Woodland Hills, CAFinancial Advisorsince Jun 2006Fiscal Credit Union Customer Service RepresentativeJan 2004 - Jul 2004
Languages:
Armenian, English
Full Profile

David Racusin Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Adviser at Ameriprise Financial
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Woodland Hills, CAFinancial Advisorsince Jan 2009
Full Profile

Ramin Rabani Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Transamerica financial advisors - San Diego, CA
Financial advisor
Company:
Independent capital management - San Diego, CA
Financial advisor
Full Profile

Gregory Holmes Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Woodland Hills, CAFinancial Advisorsince Apr 2010Morgan Stanley Smith Barney Senior Vice President of Portfolio Management1988 - Apr 2010
Full Profile

Ellen Fleischmann Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Partner • Chief Executive • Managers • Marketing Director • Founding Member • Operations Manager • School Principal • School Administrator • Educational Manager • Trickmaster • Entertainment Professional • Object Manipulation Specialist • Entertainer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Psychologist • High School Diploma • Music Director • Psychology Specialist

Experience & Education

Position:
Registered Rep./Investment Advisor Rep. at Crown Capital Securities, L.P., Financial...
Title:
Financial Consultant at Silvers Financial Services
Location:
West Hills, California
Industry:
Financial Services
Work history:
Crown Capital Securities, L.P. Registered Rep./Investment Advisor Rep.since Nov 2010Silvers Financial Services - West Hills, CAFinancial Consultant/Registered Rep./Investment Advisor Rep.since Apr 2008
Full Profile

Elizabeth Frohmader Woodland Hills, CA

Professions & Specialties

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

Experience & Education

Position:
Internal Wholesaler at SunAmerica Financial Group
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
SunAmerica Financial Group Internal Wholesalersince Nov 2012Bank of the West - Woodland HillsFinancial AdvisorSep 2011 - Nov 2012
Full Profile

Brandon Holliday Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Non-Profit • Representative • Advisor • Agent • Sales Representative

Experience & Education

Position:
Financial Consultant at AXA Advisors
Title:
Financial Consultant
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
AXA Advisors - Woodland Hills, CAFinancial Consultantsince Aug 2011
Certifications:
Series 7 and 66 Licenses. CA life and health license., FINRA
Full Profile

Jill Citron Woodland Hills, CA

Professions & Specialties

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

Experience & Education

Title:
Associate Vice President at Merrill Lynch
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
Chase Investment Services, Inc Financial Advisor Associate, Vice President-InvestmentsMar 2011 - Mar 2012Randall S. Linde & Associates Associate Financial AdvisorMar 2008 - Mar 2010
Full Profile

Kip Desormeaux Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley / Entertainment Group
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley - Beverly Hills, Ca.Financial Advisorsince Jun 2012Liberty Mutual Group - Woodland Hills, CASales RepresentativeAug 2011 - Jun 2012
Full Profile

Jeff Mramor Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Planner • Advisor • Chief Executive Officer • Corporate Executive • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal & Managing Director | Qualified Retirement Plans Specialist at Pacific Point Asset...
Title:
Certified Retirement Counselor® | Principal & Managing Director at Pacific Point Asset Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Pacific Point Asset Management - Woodland Hills, CaPrincipal & Managing Director | Qualified Retirement Plans Specialistsince 2007Pacific Point Asset Management - Woodland Hills, CaRetirement Income Planning Strategist | Certified Retirement Counselor® | Retirement Income Plannersince 2007
Financial Advisor | Financial Services Specialist..
Full Profile

David Yee Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Planner • Advisor • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • School Principal • School Administrator • Educational Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retirement Income Planning Specialist | Certified Public Accountant | Vice President at Pacific...
Title:
Certified Retirement Counselor® | Principal & Managing Director at Pacific Point Asset Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Pacific Point Asset Management - Woodland Hills, CARetirement Income Planning Specialist | Certified Public Accountant | Vice Presidentsince 2012Pacific Point Asset Management - Woodland Hills, CaCertified Retirement Counselor® | Retirement Income Planner | Financial Advisorsince 2012
Skills:
financial advisor, retirement income planning, Portfolio Construction, Portfolio Analysis,...
Full Profile

Jonathan Casimir Los Angeles, CA

Professions & Specialties

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

Jackson Schwartz Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Real Estate Appraiser

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Woodland Hills, CAFinancial Advisorsince Mar 2008Jackson Schwartz & Associates - Woodland Hills, CACertified Residential Real Estate AppraiserDec 1999 - Mar 2008
Full Profile

Jermaine Carter Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Capstone Partners Financial and Insurance Services
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Capstone Partners Financial and Insurance Services Financial Advisorsince Jun 2013Northwestern Mutual - Woodland Hills, CAFinancial RepresentativeApr 2009 - Jun 2013
Full Profile

Jimmie Brown Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Football Coach • Sports Game Coach • Crewman • Team Member • Technical Specialist • Technical Support Specialists

Experience & Education

Work

Company:
Calabasas high school/las virgenes school district
Football coach (seasonal)
Company:
Trans america financial services - Woodland Hills, CA
Financial advisor

Skills

Trained in using the Quick Books bookkeeping program, Have Harley Davidson Technican Certification, ...
Full Profile

Christopher Perera Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technician • Office Assistant • Technical Specialist • Technical Support Specialists • Office Clerk • Clerical Specialist • Business Administrator • Administrative Associate • Administrative Clerk • Bachelor of Business Administration • Recruitment • Operations Manager

Experience & Education

Position:
Executive Assistant/AMT at Aero-Engines, Inc,
Title:
Aviation Maintenance Technician at Aero-Engines, Inc,
Location:
Greater Los Angeles Area
Industry:
Aviation & Aerospace
Work history:
Aero-Engines, Inc, - Los Angeles, CAExecutive Assistant/AMTsince Nov 2012Kern River Valley Elks Lodge #2358 - Wofford Heights, CAFinancial ConsultantMay 2009 - Mar 2013
Skills:
QuickBooks, Grant Administration, Contract Management, Adobe Photoshop, Human Resources, Windows 7, ...
Full Profile

Lary Bloom Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Wells Fargo Advisors
Title:
Vice President at Wells Fargo Advisors, LLC
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Woodland Hills, CAVice Presidentsince Nov 2004Morgan Stanley - Woodland Hills, CAVice PresidentJan 2000 - Nov 2004
Certifications:
Series 7
Series 66
As a Financial Advisor with Wells Fargo Advisors
Full Profile

Sandy Mesa Woodland Hills, CA

Professions & Specialties

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

Experience & Education

Position:
Agent at CPS Insurance Services, Financial Advisor at Financial West Group, Owner at MESA Wealth...
Title:
Owner at MESA Wealth Management
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
CPS Insurance Services Agentsince Oct 2009Financial West Group Financial Advisorsince Feb 2009
Full Profile

Bob Salvaria Los Angeles, CA

Professions & Specialties

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

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 Financial Advisorsince Jun 2004RealEnergy, Inc. - Woodland Hills, CAChief Financial Officer2002 - 2004
Full Profile

Ellen Fleischmann Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Leader • Managers • Choir Director • Music Director • Psychologist • High School Diploma • Property Manager • Real Estate Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Executive • Operations Manager • Psychology Specialist

Experience & Education

Work

Company:
Crown capital securities, l.p.
Registered rep./investment advisor rep.
Company:
Silvers financial services
Financial consultant/registered rep./investment advisor rep.

Skills

Musical Theatre, Music Composition, Music Conducting, Retirement and estate planning and wealth...
Full Profile

Melissa Rittenhouse Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Volunteer • Non-Profit • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Transamerica - Woodland Hills, CAFinancial Advisor2013 - 2013Gils Riders Organization (GRO) - Orange County, CAVolunteer2012 - 2013
Certifications:
Life and Health License, California Department of Insurance
Full Profile

Patricia Clemente Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Dance Instructor • Dancing Teacher • Cooks • Planner

Experience & Education

Work

Company:
Lausd elementary arts program
Dance teacher
Company:
L.a. pierce college community services
Dance teacher

Skills

Competent at Microsoft Office Products: Word, Power Point and Excel; competent knowledge of...
Full Profile

Marion Henry Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Supervisor • Analysts • Managers • Bank Examiner • Financial Compliance Examiner • Auditor • Director of Quality Control • Compliance Manager • Master of Business Administration • Bachelor of Science • Computer Specialist

Experience & Education

Work

Company:
Citibank
Senior aml and financial consultant
Company:
First state partners - Los Angeles, CA
Consultant

Skills

PeopleSoft, Citrix, Microsoft Excel, Microsoft Word, Microsoft Powepoint, Microsoft Access,...
Full Profile

Ansel Grigsby Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Analyst • Managers • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Coordinator / Analyst at Cognizant Technology Solutions
Title:
Business, Family & Personal Financial Consultant
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Cognizant Technology Solutions - Woodland Hills, CAFinancial Coordinator / Analystsince Jan 2011AIG SunAmerica - Woodland Hills, CACorporate AccountantOct 2005 - Feb 2009
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Krassi Griffin Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales and Marketing Manager • Sales Engineering Specialist • Sales Engineer • Business Administrator • Master of Business Administration • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Cbs
Solar energy commercial & residential sales, technical design & financial consultant
Company:
Axa equitable - Woodland Hills, CA
Financial consultant

Skills

An entrepreneurial spirit and ambitious goals for exceeding expectations.. Complex Technical...
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