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Financial Planners in California

Financial Planners in Irvine, CA

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37 results found

Nicholas Mink Irvine, CA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Life Guard • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Work

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

Austin Lee Irvine, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Senior Analyst • Analyst • Analysts • Model • Psychologist • Psychology Specialist • Finance and Accounting Specialist • Certified Auditor • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Project Managers • Operations Manager • Mathematician

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,...
Full Profile

Jerry Wilk Irvine, CA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychology 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
Full Profile

Anthony Agoni Irvine, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Team Member • Civil Engineering • Horse Racer • Racer • Property Manager • Real 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
Full Profile

Christopher Dome Santa Ana, CA

Professions & Specialties

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

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...
Full Profile

Jeffrey Ingels Newport Beach, CA

Professions & Specialties

Banker • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

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
Full Profile

Brad Curtis Santa Ana, CA

Professions & Specialties

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

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
Full Profile

Mark Stickney Irvine, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Service Manager • Service Operations Expert • Operations 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
Full Profile

Chuck Hilliard Newport Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Construction • Sales Manager • Sales Director • Human Resources Specialist • Recruitment • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Marketing Manager • Bachelor of Arts • Master of Science • Database Administration Professional • Database Administrator • Field Marketing Specialist • Marketing Administrator • Accounting Bookkeeper • Bookkeeper

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...
..sold and was identified as the top Financial Planner in the division
Full Profile

Dan Martin Santa Ana, CA

Professions & Specialties

Financial Planner • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Loan Officers • Partner • Manager • Chief Executive • Operations Manager • Marketing Manager • Supervisor • Managers • SEO Specialist • Web Marketer • SalesForce Administrator • Database Administration Professional • Database Administrator • Vice President • Produce Manager • Sales Manager • Sales Director • Production Manager • Internet Marketing Manager • Account Service Manager • Agent • Relationship Manager • Client Service Officer • Sales Representative • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Sports Trainers • Customer 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 ...
Full Profile

Patrick Moon Irvine, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Apprentice • Chief Accountant • Account Manager • Data Entry Specialist • Data Scientist • Student Worker • Business Administrator • Construction • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Master of Business Administration • Services Professional • Sales and Service Specialist • Sales Agent • Sales 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
Full Profile

Hannah Gruss Irvine, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Coordinator • Counselor • Lifeguard • Life Guard • Office Clerk • Clerical Specialist • Managers • Advisor • Sports Trainer • Swim Instructor • Sports Trainers • Sports Game Coach • Writer and Editor • Organization Management • Event Manager • Operations Manager • Sales Manager • Marketing Manager • Accounting Bookkeeper • Bookkeeper • Sales 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
Aid the financial planner by making sure clients are pleas..
Full Profile

John Ingram Santa Ana, CA

Professions & Specialties

Financial Services Professional • Portfolio Manager • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Financial Manager • Air Transportation Worker • Clergy • Operations 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
Financial Planner at Thrivent Financial for Luther..
Full Profile

Jim Allen Santa Ana, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • MS in Forensic Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

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
Fee Only financial Planner at Certified Financial Systems
Full Profile

Shawn Sandoval Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Director of Business Development • Business Development Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Community Service Manager • Government Administration Professional • Team 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.
Full Profile

Kaz Iwasaki El Toro, CA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Sales Director • Recruitment

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
Sales / Financial Planner at KAZ Finance
Full Profile

Alex Wilson Santa Ana, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Senior Advisor • Counselor • Advisor • Analysts

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,...
Financial Planner and Analyst at The Boeing Compan..
Full Profile

Ensiieh Farvard Irvine, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Owner • Chief Executive • Operations Manager • Agent • Client Service Officer • Sales Representative • Representative • Business Administrator • Presenter • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Customer 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
Full Profile

Patrick Nelsen Irvine, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Operations Manager • Director of Operations • Chief Executive Officer • Corporate Executive • Chief Executive • Practice Manager • Health Services Manager • Planner • Advisor

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,...
Full Profile

Eric Waterman Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Director • Manager • Operations Manager • Consumer Goods Professional • Commodities 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
Market Unit Financial Planner at Pepsi Bottling Group
Full Profile

Doug Mills Santa Ana, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Systems Analyst • Information Technology Specialist • IT Analyst • IT Specialist • Master of Business Administration • Bachelor of Science • Entertainment Professional • Entertainer • Analysts

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
Full Profile

Raul Sandoval Irvine, CA

Professions & Specialties

Loan Officer • Loan Officers • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Agent • Sales Representative • Client Service Officer • Customer 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,...
Full Profile

Todd Coe Irvine, CA

Professions & Specialties

Support Manager • Managers • Chief Executive Officer • Director • Education Manager • Corporate Executive • Chief Executive • Operations Manager • Education Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Councilor • Counselor Education Professor • Educational 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
Financial Planner at Mass Mutual
Full Profile

Peter Lombardi Irvine, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Client Service Officer • Master of Business Administration • Bachelor of Arts • Managers • Customer Service

Experience & Education

Work

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

Hazelina Belladora Irvine, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Operations Manager

Experience & Education

Work

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

Ivan-ivan Lee Irvine, CA

Professions & Specialties

Posting Clerk • Biller • Data Analyst • Data Entry Specialist • Data Scientist • Student Worker

Experience & Education

Work

Company:
Hireright
Billing specialist
Company:
Hireright
Data analyst
Full Profile

Robert Bubnovich Irvine, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor • Operations 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
Full Profile

Craig Imamura Artesia, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Army 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 ...
Full Profile

Sara Sager Fayetteville, AR

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Manager • Operations Manager • Chief Executive • Account Service Manager • Consumer Goods Professional • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Client Service Officer • Commodities Clerk • Apprentice • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Accounting Analyst • Financial Analyst • Customer 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
Full Profile

Larry Kaifesh Washington, DC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Captain • Secretary • Supporting Member • Security • Team Member • Psychology Specialist • Corporate Executive • Operations Manager • Chief Executive • Agent • Sales Representative • Member of Congress • Congressional Representative • Legislator • Psychologist • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainment Professional • Entertainer

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
Financial Planner at Morgan Stanley
Full Profile

Mike Donnelly Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Project Manager • Advisor • Speaker • Construction • Spokesperson • Representative • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Produce Manager • Operations Manager • Director of Operations • Project Managers • Production Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Presenter • Food Preparer • Food 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
Full Profile

Eyre Kungwankrai Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Managers • Psychologist • Engineering Manager • Industrial Engineer • Independent Business Owners • Psychology 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
Full Profile

Jay Mandavia Brea, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Financial Analyst • Business Administrator • Bachelor of Science

Experience & Education

Work

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

Uy Nguyen San Francisco, CA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Support Specialist • Sales Engineer • Client Service Officer • Customer Service • Applications Engineer • Software Engineer • Software Developers • Lieutenant • Master of Business Administration • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial 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
Full Profile

Matt Mellier Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Cooks • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Information Technology Specialist • IT Specialist • School Administrator • Educational Manager • Team 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
Full Profile

Faiz Baig Morganton, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Management Consultant • Advisor • Management Analyst • Analysts • Financial Officer • Financial 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
Full Profile

Shannon Waites Philadelphia, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Team Leader • Operations Manager • Customer 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...
Full Profile

Financial Planners near Irvine, CA03774111148185Santa AnaNewport BeachTustinHuntington BeachAnaheimLaguna BeachCosta MesaFullertonOrangeEl Toro


Financial Planners around Irvine, CA

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Financial Planners in California

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