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Financial Management Analysts in Newport Beach, CA

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Here is a complete directory of nearly every local Financial Management Analysts in Newport Beach, CA.

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19 results found

Ikuyo Hiraguchi Newport Beach, CA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeFront Office Receptionist

Experience & Education

Work

Company:
Massmutual financial group
Financial planner
Company:
Primerica financial services - Norwalk, CA
Financial advisor

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,...

Michael Wolff Santa Ana, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentFinancial DirectorChief ExecutiveFinancial OfficerFinancial ManagerAdvisor

Experience & Education

Position:
Registered Principal at Sagepoint Financial, Inc
Title:
Registered Principal at Sagepoint Financial, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Sagepoint Financial, Inc Registered Principalsince 1988Financial Services Unlimited - Newport Beach, CAVice President & CFO1983 - 1988

Gary Miller Santa Ana, CA

Professions & Specialties

Certified Financial PlannerFinancial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorFinancial Manager

Experience & Education

Position:
Member at Orange County Pro Networkers, Principal at Trusted Financial Advisors
Title:
Certified Financial Planner, Trusted Financial Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Orange County Pro Networkers - Orange County,CAMembersince Apr 2013Trusted Financial Advisors Principalsince 2002
Languages:
Français,Espanol

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

Allison Caporaso Newport Beach, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateAdministrative ClerkClerical SpecialistPayroll SupervisorCompensations and BenefitsOperations Manager

Experience & Education

Work

Company:
Commonwealth financial network
Assistant to financial planner
Company:
Divorce wizards, inc - Newport Beach, CA
Administrative assistant

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...

Royce Running Newport Beach, CA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Services Sales AgentFinancial Management AnalystChairpersonChief ExecutiveAdvisorOwnerOperations ManagerBusiness AdministratorPhysicianFinance and Accounting SpecialistCertified Public AccountantAccounting BookkeeperBookkeeperProperty ManagerReal Estate Manager

Experience & Education

Position:
President / Wealth Advisor at Newport Harbor Wealth Management
Location:
Newport Beach, California
Industry:
Investment Management
Work history:
Newport Harbor Wealth Management President / Wealth Advisorsince Apr 2013Crystal Cove Wealth Management Wealth Advisor2009 - Apr 2013
Skills:
Investment Management, 401k Plan Review, Analysis, & Implementation, Retirement Planning,...

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

Lauren Klein Santa Ana, CA

Professions & Specialties

Puchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFounderChairpersonFounding MemberChief ExecutiveFinancial ManagerSales Representative

Experience & Education

Position:
Founder & President at Klein Financial Advisors, Inc.
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Klein Financial Advisors, Inc. - Newport Beach, CAFounder & Presidentsince Sep 2003
Certifications:
Certified Financial Planner professional, College for Financial Planning
Certified Divorce Financial Planner, Association for Divorce Financial Planners (ADFP)

Michelle Greenwood Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersFinancial Management AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeAdvisorSupporting MemberTeam MemberTax AccountantManagersOperations Manager

Experience & Education

Position:
Financial Consultant at Tax & Financial Group
Title:
Financial Consultant
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Tax & Financial Group - Newport Beach, CAFinancial Consultantsince Oct 2011BIS Consulting/Advisory Group - Mission Viejo, CAAssociateApr 2011 - Aug 2012

Peter Elson Newport Beach, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorControllerFinancial DirectorFinancial OfficerFinancial ManagerMaster of Business Administration

Experience & Education

Work

Company:
Consultant
Company:
Bankruptcy management solutions, inc - Irvine, CA
Controller

Lei Chen Newport Beach, CA

Professions & Specialties

Bank TellerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystTellerDeputy ManagerChief ExecutiveSupporting MemberSupervisorTeam MemberManagersBachelor of Science

Experience & Education

Work

Company:
Agricultural bank of china
Customer vice manager of qionghai branches
Company:
Agricultural bank of china - Hainan, CN

Nicholas Porretta Los Angeles, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagersChief ExecutiveOperations Manager

Experience & Education

Title:
Currently Seeking Finance Related Career
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
The Fellowship of Catholic University Students MissionaryMay 2011 - May 2013Northwestern Mutual - Newport Beach CADefensive Financial PlannerMay 2010 - May 2011
Languages:
Spanish

John David Helmrich Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentDirectorOwnerOperations ManagerChief ExecutivePartnerFinancial OfficerFinancial ManagerFilm CriticPress WriterCorrespondentReporterAgentAccount Service ManagerSales RepresentativeClient Service OfficerEditorCounselorAdvisorPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCustomer Service

Experience & Education

Position:
Strategic Director; Owner at The Buzz Company, Market Director at Integrated Surface Technologies
Title:
Strategic Director; The Buzz Company | Market Director; Insurf Tech
Location:
Greater Los Angeles Area
Industry:
Management Consulting
Work history:
The Buzz Company - Newport Beach, CAStrategic Director; Ownersince Jan 2008Integrated Surface Technologies - Menlo Park, CAMarket Directorsince Jan 2013
Skills:
Account Management, Credit, Business Development, Social Media Marketing, Strategy, Public...

Greg Werthman Manchester, NH

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistControlling SpecialistAccounting BookkeeperBookkeeperControllerClerkClerical SpecialistHuman Resources SpecialistRecruitment

Experience & Education

Position:
PSE Mail Processing Clerk at United States Postal Service
Title:
Financial Analyst / Graduate Student starting 2014
Location:
Manchester, New Hampshire
Industry:
Financial Services
Work history:
United States Postal Service - Manchester, New HampshirePSE Mail Processing Clerksince Dec 2012U.S. Navy - Port Hueneme, CAFinancial Management AnalystJul 2009 - Sep 2011

Nat Cohen Anchorage, AK

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentProgrammerComputer ProgrammerComputer Software ProfessionalSoftware DevelopersSecurityC++ DeveloperSoftware DeveloperBusiness AnalystAnalystAnalystsModelFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMS in Forensic ScienceMinor in Business AdministrationLecturerPostsecondary TeacherChief Executive

Experience & Education

Position:
Certified Crestron Programmer at The Installation Company
Location:
Anchorage, Alaska Area
Industry:
Computer Software
Work history:
The Installation Company - Palos Verdes, CACertified Crestron Programmersince May 2012Advisys - Newport Beach, CASenior Product EngineerFeb 2004 - Feb 2012

David Bach Sacramento, CA

Professions & Specialties

Financial PlannerStock BrokerPortfolio ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalInvestment AnalystPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerAdvisorInvestorCertified Public AccountantCredit AnalystAccounting BookkeeperBookkeeperLoan AccountantLawyer

Experience & Education

Position:
Owner at The Bach Group
Title:
Investment Officer at CalPERS
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
The Bach Group - Sacramento, California AreaOwnersince Jan 2012CalPERS Investment OfficerDec 1979 - Dec 2010
Skills:
Portfolio Management, Investments, Financial Modeling, Fixed Income, Pension Funds, Valuation,...

Kirt Christensen Los Angeles, CA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveHouse CleanerHousekeeping AideCleaning WorkerAdvisorTraining ManagerArea ManagerManagersOperations ManagerSenior Art ProducerArt ProducerMedia ProducerAccounting BookkeeperBookkeeper

Experience & Education

Position:
General Manager at Good Nite Inn
Location:
Greater Los Angeles Area
Industry:
Hospitality
Work history:
Good Nite Inn - Buena Park, CAGeneral Managersince Jul 2012Accor Hotels - Buena Park, CAGeneral ManagerFeb 2008 - Jul 2012
Languages:
English, Spanish


Financial Management Analysts near Newport Beach, CA03876114152190Santa AnaIrvineHuntington BeachAnaheimTustinLaguna BeachCosta MesaSan Juan CapistranoFullertonOrange



Financial Management Analysts around Newport Beach, CA

Anaheim  (9)
Costa Mesa  (7)
Dana Point  (2)
El Toro  (2)
Fullerton  (4)
Garden Grove  (2)
Irvine  (40)
Santa Ana  (187)
Tustin  (9)
Westminster  (1)

Financial Management Analysts in California

Sub-specializations