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Financial Management Analysts in Irvine, CA

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39 results found

Nicholas Mink Irvine, CA

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystLife GuardFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Work

Company:
Independent capital management
Financial advisor
Company:
Buckingham financial group
Junior financial planner

Austin Lee Irvine, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSenior AnalystAnalystAnalystsModelPsychologistPsychology SpecialistFinance and Accounting SpecialistCertified AuditorFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperProject ManagersOperations ManagerMathematician

Experience & Education

Position:
Senior Analyst - Finance at Verizon Wireless
Location:
Irvine, California
Industry:
Consumer Electronics
Work history:
Verizon Wireless - Irvine, CASenior Analyst - Financesince Dec 2011The Ayco Company, Inc - Irvine, CAFinancial PlannerJun 2007 - Sep 2011
Skills:
Statistics, VBA, Investments, Strategic Financial Planning, Valuation, Financial Analysis,...

Jerry Wilk Irvine, CA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerPsychology Specialist

Experience & Education

Position:
Owner, OSJ Supervising Principal, Financial Planner at national planning corp.
Title:
OSJ Supervising Principal at National Planning Corp.
Location:
Irvine, California
Industry:
Financial Services
Work history:
National planning corp. - 17848 Skypark Circle, Ste C, Irvine, Ca 92614Owner, OSJ Supervising Principal, Financial Plannersince 1991Crowell, Weedon & Co. Financial AdvisorMar 1982 - Apr 1991

Anthony Agoni Irvine, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonChief ExecutiveTeam MemberCivil EngineeringHorse RacerRacerProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Planner {CA Insurance Lic #0D67222} at Burnham Gibson Financial Group, Inc.
Title:
Sophisticated Wealth Management
Location:
Irvine, California
Industry:
Financial Services
Work history:
Burnham Gibson Financial Group, Inc. - Southern CaliforniaFinancial Planner {CA Insurance Lic #0D67222}since 2001E-Gen Ventures (ActiveLaw.com, Inc.) President1998 - 2001
Languages:
English, Spanish

Jeffrey Ingels Newport Beach, CA

Professions & Specialties

BankerFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Banker at Wells Fargo Bank
Title:
Premier Banker at Wells Fargo Bank
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
Wells Fargo Bank BankerAmerican Express Financial Advisors - Irvine, CAFinancial PlannerFeb 2004 - Mar 2008

Christopher Dome Santa Ana, CA

Professions & Specialties

Financial PlannerBankerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Analyst, Financial Planner at OneWest Resources LLC
Title:
Financial Analyst & Financial Planner
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
OneWest Resources LLC - 5791 Alton Pkwy Irvine CA 92618Financial Analyst, Financial Plannersince Jan 2012U.S. Bank - 5791 Alton Pkwy Irvine, CA 92618Sr Personal BankerJul 2007 - Jan 2011
Skills:
Small Business Lending, Lines Of Credit, Commercial Banking, Home Equity Lines of Credit, Mortgage...

Brad Curtis Santa Ana, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Investment Advisor Representative at Capstone Wealth Planning, Financial Planner at Western...
Title:
Investment Advisor Representative at Capstone Wealth Planning
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Capstone Wealth Planning - Irvine, CAInvestment Advisor Representativesince Jun 2011Western Financial Planning Financial Plannersince Aug 2006
Skills:
Financial Planning, Investment Advisory, Alternative Investments

Thomas Ryan Irvine, CA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentProperty ManagerReal Estate ManagerReal Estate Sales AgentBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Federal deposit insurance corporation
Senior financial management analyst
Company:
Keybank real estate capital - private equity group - San Diego, CA
Senior asset manager

Mark Stickney Irvine, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperService ManagerService Operations ExpertOperations Manager

Experience & Education

Position:
Financial Planner at Ameriprise Financial Services, Inc.
Title:
Financial Planning Assistant at Ameriprise Financial Services, Inc
Location:
Irvine, California
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Tustin, CAFinancial Plannersince Nov 2012Tucker Watkins and Associates Client Service Manager and Financial Planning AssistantAug 2010 - Oct 2012

Chuck Hilliard Newport Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystConstructionSales ManagerSales DirectorHuman Resources SpecialistRecruitmentPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantMarketing ManagerBachelor of ArtsMaster of ScienceDatabase Administration ProfessionalDatabase AdministratorField Marketing SpecialistMarketing AdministratorAccounting BookkeeperBookkeeper

Experience & Education

Title:
Wealth Management Specialist at Merrill Lynch
Location:
Newport Beach, California
Industry:
Investment Management
Work history:
Merrill Lynch - Newport Beach, CAWealth Management SpecialistApr 2010 - Jun 2012Merrill Lynch - Newport Beach, CAComplex Sales ManagerJan 2007 - Apr 2010
Skills:
Series 7, Series 63, Series 65, Series 24, CIMA, Mutual Funds, Alternative Investments, Financial...

Dan Martin Santa Ana, CA

Professions & Specialties

Financial PlannerLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystLoan OfficersPartnerManagerChief ExecutiveOperations ManagerMarketing ManagerSupervisorManagersSEO SpecialistWeb MarketerSalesForce AdministratorDatabase Administration ProfessionalDatabase AdministratorVice PresidentProduce ManagerSales ManagerSales DirectorProduction ManagerInternet Marketing ManagerAccount Service ManagerAgentRelationship ManagerClient Service OfficerSales RepresentativeBachelor of ScienceAccounting BookkeeperBookkeeperSports TrainersCustomer Service

Experience & Education

Position:
Partner Manager - Media at Local Corporation
Title:
Partner Management at Local Corporation
Location:
Orange County, California Area
Industry:
Internet
Work history:
Local Corporation Partner Manager - Mediasince Jan 2013Local Corporation - Irvine, CASales Supervisor, Internet Marketing SalesAug 2011 - Jan 2013
Skills:
Mortgage Lending, Credit, Wealth Management, Investments, Business Development, Loans, New Business ...

Patrick Moon Irvine, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystApprenticeChief AccountantAccount ManagerData Entry SpecialistData ScientistStudent WorkerBusiness AdministratorConstructionAccounts PayableAccounts Payable SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial DirectorManagement Team ExecutiveOperations ManagerFinancial OfficerFinancial ManagerMaster of Business AdministrationServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Intern - Commercial Banker at Wells Fargo
Location:
Irvine, California
Industry:
Accounting
Work history:
Wells Fargo Intern - Commercial Bankersince Jun 2013Omega Accounting Solutions, Inc. - Laguna Hills, CASenior AccountantJul 2012 - May 2013

Hannah Gruss Irvine, CA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantCoordinatorCounselorLifeguardLife GuardOffice ClerkClerical SpecialistManagersAdvisorSports TrainerSwim InstructorSports TrainersSports Game CoachWriter and EditorOrganization ManagementEvent ManagerOperations ManagerSales ManagerMarketing ManagerAccounting BookkeeperBookkeeperSales Executive

Experience & Education

Position:
Executive Assistant at Arbitech
Title:
Executive Assistant
Location:
Irvine, California
Industry:
Computer Hardware
Work history:
Arbitech - Irvine, CAExecutive Assistantsince Apr 2012YMCA - Newport Beach, CAAquatics Coordinator/Swim CoachSep 2009 - Apr 2012

John Ingram Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalPortfolio ManagerFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerFinancial Management AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberFinancial ManagerAir Transportation WorkerClergyOperations Manager

Experience & Education

Position:
Certified College Planning Specialist at College Planning America
Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
College Planning America - Irvine, CACertified College Planning Specialistsince Jul 2010Keller Financial Group Associate Portfolio ManagerJul 2005 - Aug 2008

Jim Allen Santa Ana, CA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerDirectorOperations ManagerFinancial ManagerMS in Forensic ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director - Advanced Markets at MetLife
Location:
Orange County, California Area
Industry:
Insurance
Work history:
MetLife - irvine, CADirector - Advanced Marketssince Oct 2001Pacific Life Advanced Sales1990 - 2001

Shawn Sandoval Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystPuchasing and Estimating ManagerDirector of Business DevelopmentBusiness Development ManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerCommunity Service ManagerGovernment Administration ProfessionalTeam Member

Experience & Education

Position:
Director of Business Development & Financial Planning at Cooper McManus
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Cooper McManus - Irvine, CADirector of Business Development & Financial Planningsince 2005Wachovia_Securities - Orange County, California AreaFinancial Advisor2002 - 2005
Certifications:
CERTIFIED FINANCIAL PLANNER (TM), Certified Financial Planner Board of Standards, Inc.

Kaz Iwasaki El Toro, CA

Professions & Specialties

Securities ClerkBrokerage ClerkFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales RepresentativeSales DirectorRecruitment

Experience & Education

Position:
Securities Trader at KAZ Trading
Title:
Sales / Marketing
Location:
Lake Forest, California
Industry:
Internet
Work history:
KAZ Trading - Lake Forest, CASecurities Tradersince Jan 2012CarMax - Irvine, CASales ConsultantOct 2010 - Oct 2011

Ensiieh Farvard Irvine, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentInsurance agentOwnerChief ExecutiveOperations ManagerAgentClient Service OfficerSales RepresentativeRepresentativeBusiness AdministratorPresenterBachelor of ScienceAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Title:
Helping people in California with their insurance needs at Ensi Insurance Services Agency
Location:
Irvine, California
Industry:
Insurance
Work history:
Farmers Insurance Insurance AgentJan 2010 - Jun 2012WM FINANCIAL SERVICES Telephone Based Investment ProfessionalJan 2007 - May 2008

Alex Wilson Santa Ana, CA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerSenior AdvisorCounselorAdvisorAnalysts

Experience & Education

Position:
Manager - Government Contract Services at Ernst & Young
Title:
Manager at Ernst & Young
Location:
Orange County, California Area
Industry:
Aviation & Aerospace
Work history:
Ernst & Young - Irvine, CAManager - Government Contract Servicessince Oct 2012Ernst & Young Senior ConsultantAug 2009 - Oct 2012
Skills:
Financial Modeling, Financial Reporting, Due Diligence, Program Management, Strategic Planning,...

Patrick Nelsen Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorOperations ManagerDirector of OperationsChief Executive OfficerCorporate ExecutiveChief ExecutivePractice ManagerHealth Services ManagerPlannerAdvisor

Experience & Education

Work

Company:
Self employed
Financial consultant
Company:
Sagemark consulting, lincoln financial corporation - Newport Beach, CA
Practice manager - select planner - private wealth services group

Skills

General Management, Project Management, Team Building, Sales Management, Retail, Wholesale, B2B,...

Doug Mills Santa Ana, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentBusiness Systems AnalystInformation Technology SpecialistIT AnalystIT SpecialistMaster of Business AdministrationBachelor of ScienceEntertainment ProfessionalEntertainerAnalysts

Experience & Education

Position:
Senior Business Systems Analyst at The Capital Group Companies
Location:
Orange County, California Area
Industry:
Information Technology and Services
Work history:
The Capital Group Companies - Irvine, CASenior Business Systems Analystsince Mar 2013The Capital Group Companies Business Systems AnalystApr 2007 - Mar 2013

Eric Waterman Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystDirectorManagerOperations ManagerConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Director, Finance & Pricing at Crown Imports, LLC, Finance and Pricing Manager at Crown Imports ...
Title:
Director, Finance & Pricing at Crown Imports, LLC
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Crown Imports, LLC - Irvine, CADirector, Finance & Pricingsince Jun 2013Crown Imports LLC Finance and Pricing Managersince Aug 2010

Todd Coe Irvine, CA

Professions & Specialties

Support ManagerManagersChief Executive OfficerDirectorEducation ManagerCorporate ExecutiveChief ExecutiveOperations ManagerEducation AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCouncilorCounselor Education ProfessorEducational Counselor

Experience & Education

Title:
Franchise Support Manager - Online Trading Academy
Location:
Irvine, California
Industry:
Financial Services
Work history:
Online Trading Academy - Phoenix, Arizona AreaGeneral Manager/Education DirectorAug 2011 - Oct 2012Online Trading Academy Education CounselorFeb 2009 - Mar 2011

Raul Sandoval Irvine, CA

Professions & Specialties

Loan OfficerLoan OfficersFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorAgentSales RepresentativeClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Chase mortgage & realty inc - Irvine, CA
Sales manager/broker
Company:
Chase mortgage & realty inc - Costa Mesa, CA
Loan officer

Skills

Franklin Covey Time Management, Mortgage/Real Estate Brokers License, Excel, Word, Power Point,...

Peter Lombardi Irvine, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsClient Service OfficerMaster of Business AdministrationBachelor of ArtsManagersCustomer Service

Experience & Education

Work

Company:
Trade financial
Financial consultant-e
Company:
Charles schwab
Operations manager

Robert Bubnovich Irvine, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorInternal AuditorCertified AuditorFinancial Compliance ExaminerAuditorOperations Manager

Experience & Education

Work

Company:
Diamond generating corporation - Los Angeles, CA
Jsox consultant
Company:
Horiba international - Irvine, CA
Chief internal auditor

Skills

Fluent in Portuguese and Spanish

Hazelina Belladora Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystOperations Manager

Experience & Education

Work

Company:
Garcia and phan
Lead strategic marketing and operations planning
Company:
Wells fargo advisors, llc - Irvine, CA
Financial advisor

Ivan-ivan Lee Irvine, CA

Professions & Specialties

Posting ClerkBillerData AnalystData Entry SpecialistData ScientistStudent Worker

Experience & Education

Work

Company:
Hireright
Billing specialist
Company:
Hireright
Data analyst

Craig Imamura Artesia, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArmy Lieutenant Colonel

Experience & Education

Position:
Internal Wholesaler at MetLife
Title:
Internal Wholesaler at Metlife Investors
Location:
Cerritos, California
Industry:
Financial Services
Work history:
MetLife - Irvine, CAInternal Wholesalersince May 2010Signature Resources - Irvine, CAFinancial PlannerDec 2008 - Feb 2010
Skills:
Series 63, Fixed Annuities, Series 6, Mutual Funds, Series 7, Retirement Planning, Retirement, Life ...

Sara Sager Fayetteville, AR

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalManagerOperations ManagerChief ExecutiveAccount Service ManagerConsumer Goods ProfessionalSales Management AnalystSales Engineering SpecialistSales EngineerClient Service OfficerCommodities ClerkApprenticeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerHospital Care ProfessionalStudent WorkerHealth ProfessionalHealth PractitionerAccounting AnalystFinancial AnalystCustomer Service

Experience & Education

Position:
Client Insights Manager at Acosta Sales & Marketing
Location:
Fayetteville, Arkansas Area
Industry:
Retail
Work history:
Acosta Sales & Marketing Client Insights Managersince Apr 2012Walmart - Walmart Stores, Inc.Financial PlannerAug 2011 - Mar 2012

Michael Rea Washington, DC

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentTechnicianTechnical SpecialistTechnical Support SpecialistsGovernment Administration ProfessionalMaster of ScienceCommunity Service ManagerCoordinatorBusiness AnalystBusiness ConsultantAdvisorManagersAnalystAnalystsChairpersonDeputy DirectorChief ExecutiveDeputy ManagerTechnical Support SpecialistInformation Technology SpecialistSoftware DeveloperSoftware DevelopersSystems Support SpecialistSupport SpecialistsIT SpecialistPsychologistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerPsychology SpecialistMarketing ProfessionalAdvertising Sales Agent

Experience & Education

Position:
Resolutions & Receiverships Technician at FDIC
Location:
Washington D.C. Metro Area
Industry:
Government Administration
Work history:
FDIC - Washington, DCResolutions & Receiverships Techniciansince May 2012FDIC - Arlington, VAFinancial Management AnalystAug 2011 - May 2012
Skills:
WebFOCUS, MS Excel, MS Access, Data Analysis, Report Writing, PHP, MySQL, SQL, PeopleSoft,...
Languages:
Chinese
Certifications:
Business Analyst, University of California, Irvine Extension
Project Management, George Washington University

Larry Kaifesh Washington, DC

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPlannerCaptainSecretarySupporting MemberSecurityTeam MemberPsychology SpecialistCorporate ExecutiveOperations ManagerChief ExecutiveAgentSales RepresentativeMember of CongressCongressional RepresentativeLegislatorPsychologistMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEntertainment ProfessionalEntertainer

Experience & Education

Position:
Planner, Anti-Terrorism & Homeland Defense / Battle Captain on Joint Staff at Joint Staff
Title:
Planner, Anti-Terrorism & Homeland Defense / Battle Captain on the Joint Staff
Location:
Washington D.C. Metro Area
Industry:
Military
Work history:
Joint Staff - PentagonPlanner, Anti-Terrorism & Homeland Defense / Battle Captain on Joint Staffsince Oct 2012United States Marine Corps - AfghanistanGovernance Officer, I MEF (Afghanistan)Nov 2011 - Oct 2012

Mike Donnelly Chicago, IL

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerAdvisorSpeakerConstructionSpokespersonRepresentativeSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeProduce ManagerOperations ManagerDirector of OperationsProject ManagersProduction ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPresenterFood PreparerFood Preparation Worker

Experience & Education

Position:
Project Manager at Morningstar, Inc.
Title:
Project Manager, Morningstar Inc.
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morningstar, Inc. - Chicago, ILProject Managersince Nov 2010Advanced Sales & Marketing Corporation - Oakbrook Terrace, ILOperations ManagerJan 2008 - Nov 2010

Eyre Kungwankrai Los Angeles, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorManagersPsychologistEngineering ManagerIndustrial EngineerIndependent Business OwnersPsychology Specialist

Experience & Education

Position:
Independent Financial Planner at RBC/Gold Coast Securities
Title:
Independent Financial Planner, Process/Validation Engineering Consultant and World Citizen at Large
Location:
Greater Los Angeles Area
Industry:
Pharmaceuticals
Work history:
RBC/Gold Coast Securities - Tarzana, CAIndependent Financial Plannersince Nov 2008Gilead Sciences - San Dimas, CASenior Engineering ConsultantAug 2012 - Feb 2013

Jay Mandavia Brea, CA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerFinancial AnalystBusiness AdministratorBachelor of Science

Experience & Education

Work

Company:
Beckman coulter
Manager of financial planning & analysis
Company:
Beckman coulter - Brea, CA
Senior financial analyst, corporate planning & analysis

Uy Nguyen San Francisco, CA

Professions & Specialties

Certified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystPuchasing and Estimating ManagerSupport SpecialistSales EngineerClient Service OfficerCustomer ServiceApplications EngineerSoftware EngineerSoftware DevelopersLieutenantMaster of Business AdministrationBachelor of ScienceMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Product Support Specialist at BioHorizons Implant Systems
Location:
San Francisco Bay Area
Industry:
Medical Devices
Work history:
BioHorizons Implant Systems - San Jose, CAProduct Support Specialistsince Dec 2012Norcomp SC - Irvine, CAField Sales EngineerSep 2010 - Dec 2012
Skills:
Cross-functional Team Leadership, Leadership

Matt Mellier Los Angeles, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalCooksFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveOperations ManagerInformation Technology SpecialistIT SpecialistSchool AdministratorEducational ManagerTeam Member

Experience & Education

Position:
Financial Planner at Cook and Associates (Sole Proprietorship)
Title:
Financial Planner at Cook and Associates
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Cook and Associates - Manhattan Beach, CAFinancial Plannersince Mar 2013Thomson Reuters - Chicago, ILVice President, Institutional SalesSep 2010 - Aug 2012
Certifications:
FINRA Securities License, FINRA

Faiz Baig Morganton, NC

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSenior AdvisorManagement ConsultantAdvisorManagement AnalystAnalystsFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Information handling services (ihs) - colorado
Sap fi/co senior consultant/implementation & support
Company:
Rj reynolds - Salem, NC
Sap fi/co management consultant

Shannon Waites Philadelphia, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerTeam LeaderOperations ManagerCustomer Service

Experience & Education

Work

Company:
Wells fargo bank, n.a - Philadelphia, PA
Relationship manager
Company:
Wells fargo bank, n.a
Senior financial planner and team leader

Skills

Relationship Management | Cross Selling | Wealth Management | Family Dynamics | Personal Trust...


Financial Management Analysts near Irvine, CA03876114152190Santa AnaNewport BeachHuntington BeachTustinAnaheimCosta MesaLaguna BeachFullertonOrangeEl Toro



Financial Management Analysts around Irvine, CA

Anaheim  (9)
Costa Mesa  (7)
El Toro  (2)
Laguna Beach  (7)
Newport Beach  (19)
Orange  (4)
Santa Ana  (187)
Tustin  (9)

Financial Management Analysts in California

Sub-specializations