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Financial Management Analysts in California

Financial Management Analysts in Pleasanton, CA

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8 results found

Megan Rouse Pleasanton, CA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Team Member • Paralegal • Higher Education Professional • School Administrator • Educational Manager • Mathematician

Experience & Education

Position:
Financial Planner at Megan Rouse Financial Planning, School Board Trustee at Dublin Unified School...
Title:
Certified Financial Planner™
Location:
Dublin, California
Industry:
Financial Services
Work history:
Megan Rouse Financial Planning Financial Plannersince Jan 2009Dublin Unified School District School Board Trusteesince Jan 2013
Full Profile

Patrick Martin Pleasanton, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Advisor

Experience & Education

Work

Company:
Farmers insurance group of companies - Pleasanton, CA
Agency business consultant
Company:
Guardian life insurance co. - San Ramon, CA
Financial planner
Full Profile

Kevin Walker Walnut Creek, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Operations Manager • Account Manager • Agent • Sales Representative • Sales Agent • Process Engineer • Industrial Engineer • Master of Science • Bachelor of Arts

Experience & Education

Work

Company:
Kkp financial and insurance services - Walnut Creek, CA
Director of operations/life insurance
Company:
Sitzmann, morris & lavis (a brown & brown company) - Oakland, CA
Account manager, life department
Full Profile

Dave Tang Pleasanton, CA

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Financial Manager • Nurse • Nurse Practitioner

Experience & Education

Specialties:
Buyer's Agent, Listing Agent
Work:
Reliance Realty
6200 Stoneridge Mall Rd, Ste.300, Pleasanton, CA 94588
Experience:
17 years years
Full Profile

Johnny Roland San Francisco, CA

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Sales Engineering Specialist • Sales Engineer • Tax Accountant • Corporate Executive • Chief Executive • Computer Network Consultant • Network Administrator • Computer Consultant • IT Consultant

Experience & Education

Position:
Fee-Only Financial Planner at Aspire Capital Management, Enrolled Agent at H&R Block
Title:
Fee-Only Financial Planner, Candidate for Certified Financial Planner (TM) Certification, Enrolled Agent
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Aspire Capital Management - Walnut Creek, CAFee-Only Financial Plannersince Sep 2011H&R Block - Pleasanton, CAEnrolled Agentsince Dec 2010
Skills:
Financial Planning, Business Turnaround, Asia Pacific, Retirement Planning, Estate Planning,...
Languages:
Japanese
Certifications:
Candidate for CFP Certification, Certified Financial Planner, Board of Standards, Inc.
Registered Tax Return Preparer, Internal Revenue Service
Full Profile

Sandra Sinclair Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Author

Experience & Education

Position:
Practice Management Marketing at Genworth Financial
Title:
Marketing / Product Development
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Genworth Financial - Pleasant HillPractice Management Marketingsince 2011Genworth Financial - Rancho CordovaBusiness Development - Financial Planner Channel2010 - 2011
Full Profile

Farida Chapman San Francisco, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Board Member • Founder • Management Team Executive • Operations Manager • Founding Member • Chief Executive • Lawyers • Contractor • Massage Therapist • Massage Therapy • Travel Agent • Travel Counselor • Independent Business Owners • Manager • Counselor • Business Analyst • Loader • Independent Contractor • Analyst • Analysts • Tour Guide • Advisor • Buyer and Seller • Sales Representative • Accounting Bookkeeper • Bookkeeper • Graphic Designer • Interior Designer • Interior Design Specialist • Web Designer • Database Administration Professional • Oracle Enterprise Manager • Computational Scientist • Information Technology Specialist • Software Developers • Information Systems Analyst • IT Analyst • Website Developer • Database Administrator • Computer Scientists • IT Specialist • Sports Trainer • Sports Trainers • Hayward • Watchman • Bachelor of Science

Experience & Education

Position:
Realtor at Legacy Real Estate & Associates, Founder and Board Member at Networking Plus
Title:
Realtor at Legacy Real Estate & Associates
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Legacy Real Estate & Associates Realtorsince Mar 2011Networking Plus Founder and Board Membersince Aug 2007
Languages:
English, Mandarin, Cantonese, Indonesian
Full Profile

James Evans San Francisco, CA

Professions & Specialties

Mortgage Broker • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chief Executive Officer • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Area Sales Manager • Regional Sales Consultant • Sales Representative • Model • Operations Manager • Partner • Client Service Officer • Master of Science • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO/Real Estate Agent at Bay Area Realty
Title:
CEO at Bay Area Realty
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Bay Area Realty - Alameda & San MateoCEO/Real Estate Agentsince Oct 2011Spectra Funding - Pleasanton, CAArea Sales ManagerDec 2011 - Apr 2012
Full Profile

Financial Management Analysts near Pleasanton, CA0612182430San JoseWalnut CreekOaklandMountain ViewPalo AltoSunnyvaleSan RamonFremontSanta ClaraDanville


Financial Management Analysts around Pleasanton, CA

Alamo  (1)
Antioch  (1)
Clayton  (1)
Danville  (4)
Fremont  (7)
Hayward  (2)
Livermore  (1)
Milpitas  (4)
Mountain View  (13)
Newark  (2)
Oakland  (16)
Palo Alto  (12)
San Jose  (29)
San Leandro  (1)
San Ramon  (8)
Santa Clara  (5)
Sunnyvale  (10)
Union City  (2)
Walnut Creek  (18)

Financial Management Analysts in California

Sub-specializations