Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Services Professionals in California

Financial Services Professionals in Alamo, CA

Find a professional & check records

Here is a complete directory of nearly every professional Financial Services Professionals in your town.

Be sure to check other neighborhoods near here to get the names of more professionals.

The Trustoria Professional Directory gives everyone all the professional records needed to know the most qualified service provider for every need.

19 results found

Maggie Assad Alamo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Title:
Lead Financial Counselor
Location:
Alamo, California
Industry:
Hospital & Health Care
Skills:
Photoshop, Non-profits, Customer Service, Volunteer Management, Nonprofits, Blogging
Languages:
Arabic, American Sign Language, Spanish
Full Profile

Christian Christiansen Alamo, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Founder • Founding Member • Chief Executive • Financial Officer • Financial Manager • Project Managers • Project Manager • Technical Specialist • Counselor • Representative • Business Consultant • Advisor • Analyst • Analysts • Technical Support Specialists • Notary Public • Notary • Lawyers

Experience & Education

Title:
Financial Planner, and CRTP
Location:
Alamo, California
Industry:
Financial Services
Work history:
NorthCreek Church - Walnut Creek, CABuildings and Grounds ManagerApr 2010 - Dec 2012Tax & Financial Services Assistant Tax PreparerFeb 2010 - Apr 2010
Skills:
Cross-functional Team Leadership, Professional Services, Team Leadership, Start-ups, Business...
Certifications:
Registered Representative, State of California
CRTP, State of California
Full Profile

Timothy Evans Alamo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Counselor • Independent Contractor • Quality Manager • Advisor • Contractor • Managers • Business Development Manager • Project Managers • Operations Manager • Customer Service • Client Service Officer • Independent Business Owners

Experience & Education

Work

Company:
Mutual of omaha insurance company
Independent contractor
Company:
Ameriprise
Financial advisor

Skills

Strong analytical skills with Six Sigma foundation. Microsoft Office and (Project, Visio)...
Full Profile

Angela Bitondo Alamo, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Proposition Player • Gaming Worker • Hostess • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Client Service Officer • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service

Experience & Education

Work

Company:
Pt gaming llc - San Francisco Bay Area, CA
Banker/proposition player
Company:
Gerber group restaurants & bars at the hard rock hotel - San Diego, CA
Hostess
Full Profile

James Doehle Alamo, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Barista • Apprentice • Bartender • Data Entry Specialist • Data Scientist • High School Diploma • Retail Salesperson • Student Worker

Experience & Education

Work

Company:
Wells fargo
Personal banker
Company:
East bay fellowship church
Facilities team lead

Skills

5+ years of retail sales/customer service experience, CPR certified, Proficient in almost all...
Full Profile

Magid Emrani Alamo, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity, Mortgage Planning
Work:
RPM Mortgage
3240 Stone Valley, Alamo, CA 94507
Experience:
31 years years
Licenses:
00950359 (CA BRE), 291790 (NMLS)
Languages:
Farsi
Full Profile

Troy Cannon Alamo, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity, Conventional, FHA, VA, Jumbo
Work:
RPM Mortgage Inc.
3240 Stone Valley Road West, Alamo, CA 94507
Experience:
11 years years
Full Profile

Janet Guilbault Alamo, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity
Work:
RPM Mortgage
3201 Danville Blvd Suite 195, Alamo, CA 94507
Full Profile

Christopher Benigno Danville, CA

Professions & Specialties

Loan Officers • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Notary • Lawyers • Managing Partner • Vice President • Director • Partner • Chief Executive • Operations Manager • Manager • Chief Executive Officer • Chief Operating Officer • Financial Director • Transportation Manager • Logistics Manager • Corporate Executive • General and Operations Manager • Director of Operations • Financial Officer • Financial Manager • Dispatcher • Technician • Contractor • Technical Specialist • Technical Support Specialists • Registered Medical Assistant • Certified Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Medical Assistant • Master of Business Administration • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Logistician • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Mortgage Banking and Real Estate Industry Professional, Loan Doc Signing Certified Notary, CA DRE License #01388001
Location:
Danville, California
Industry:
Real Estate
Work history:
Diablo Notary - Danville, CAManaging Partner / Certified Loan Doc Signing Notary2012 - 2013American Pacific Financial Consulting - Western United StatesVice President / Director of West Coast OperationsFeb 2011 - Feb 2012
Skills:
Real Estate, Real Estate Investment, Investment Properties, Negotiation, Mortgage, Loans, Mortgage...
Certifications:
Certified Loan Document Signer, Notary Learning Center
Government Concession Bidding Certified, Ford Motor Company
Full Profile

Jim Koch Alamo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • School Principal • School Administrator • Educational Manager • Sales Engineer • Software Developer • Information Technology Specialist • Computer Software Professional • Software Developers • IT Specialist • Advisor • Investor • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Principal at Koch Capital Management LLC
Title:
Founder, Koch Capital Management LLC
Location:
Alamo, California
Industry:
Investment Management
Work history:
Koch Capital Management LLC Principalsince Jan 2009KFT Investments LLC Principal2001 - 2008
Full Profile

Jennifer Green Benicia, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Independent Consultant • Counselor • Advisor • Psychologist • Consumer Goods Professional • Commodities Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Veterinarian Assistant • Animal Doctor • Animal Care Giver • Animal Caretaker • Psychology Specialist

Experience & Education

Position:
Certified Independent Consultant at Scentsy, Inc.
Title:
Mortgage professional
Location:
Benicia, California
Industry:
Banking
Work history:
Scentsy, Inc. Certified Independent Consultantsince Mar 2011RPM Mortgage Inc - Alamo, CAFunding AssistantSep 2012 - Jul 2013
Full Profile

John Peirano Alamo, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Marketing Director • Vice President • Chief Executive • Promotions Manager • Marketing Administrator • Representative • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Sr. VP Marketing at CytoSport/Muscle Milk
Location:
Alamo, California
Industry:
Food & Beverages
Work history:
CytoSport/Muscle Milk Sr. VP Marketingsince Feb 2009Red Bull North America Director of MarketingJan 2002 - Feb 2009
Full Profile

Jacob Hauskens Alamo, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Director of Business Development • Chief Executive • Business Development Manager • Operations Manager • International Affairs • Bachelor of Arts

Experience & Education

Work

Company:
Fortumo
Vp of business development
Company:
Rocket lawyer - San Francisco, CA
Director of business development

Skills

business development, negotiation, legal drafting, partnership marketing, finance
Full Profile

Larry Fleming San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Walnut Creek, CAFinancial Advisorsince Jul 2011Fleming Consulting - Alamo, CAManaging DirectorJan 2010 - Jun 2011
Full Profile

Sara Houpis San Francisco, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Solutions Advisor • Advisor • Customer Service

Experience & Education

Position:
AVP, Relationship Manager, Private Banking, Wealth Management Division at Mechanics Bank
Title:
AVP, Wealth Management Private Banker at Mechanics Bank
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Mechanics Bank - Walnut Creek, CaAVP, Relationship Manager, Private Banking, Wealth Management DivisionMerrill Edge - Alamo, CAAVP, Financial Solutions AdvisorAug 2011 - Jan 2013
Full Profile

Milton Guzman San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at First Allied Securities
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
First Allied Securities - Alamo, CAFinancial Advisorsince Jul 2013Merrill Lynch - Walnut Creek, CAFinancial AdvisorJul 2011 - May 2013
Full Profile

Michael Bonetti San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Sales Manager • Bachelor of Science • Information Technology Specialist • IT Specialist • School Administrator • Educational Manager • Sales Executive

Experience & Education

Position:
Financial Advisor, Partner Relationships, Business Development at Destination Wealth Management
Title:
Financial Advisor, Partner Relationships, Business Development
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Destination Wealth Management - Walnut Creek, CAFinancial Advisor, Partner Relationships, Business Developmentsince Jan 2012NFP Advisor Services Group - Lafayette, CAFinancial AdvisorJun 2010 - Dec 2011
Full Profile

Kat Wojtylak Saint Louis, MO

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Owner • Chief Executive • Marketing Administrator • Brand Planner • Brand Representative • Manager • Chairperson • Chief Administrative Officer • Production Manager • Operations Manager • Bachelor of Science • Consumer Goods Professional • Commodities Clerk • Managers • Administrative Clerk • Clerical Specialist • Advisor

Experience & Education

Position:
Owner at Eat Your Tarte Out, Marketing Manager at Socially Conscious Investments, PR/Media...
Title:
Marketing Manager for Various Companies/Owner of Eat Your Tarte Out
Location:
Greater St. Louis Area
Industry:
Food & Beverages
Work history:
Eat Your Tarte Out Ownersince Sep 2012Socially Conscious Investments - Alamo, CAMarketing Managersince Feb 2013
Full Profile

Jeffrey Freeman San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Counselor • Advisor • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Supplier • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
CEO - President at Fizzy Fruit International, Consultant at FMG, LLC
Title:
CEO - President
Location:
San Francisco Bay Area
Industry:
Food & Beverages
Work history:
Fizzy Fruit International - Hong KongCEO - PresidentFMG, LLC - 94507Consultantsince 2001
Skills:
P&L Management, Marketing Strategy, Organizational Development, Strategic Partnerships, Product ...
Full Profile

Financial Services Professionals near Alamo, CA03156309451,2601,575OaklandPleasantonWalnut CreekBerkeleyFremontHaywardSan RamonConcordSan LeandroAlameda


Financial Services Professionals around Alamo, CA

Alameda  (173)
Antioch  (125)
Benicia  (83)
Berkeley  (546)
Clayton  (16)
Concord  (414)
Crockett  (6)
Danville  (159)
Diablo  (1)
Fremont  (459)
Hayward  (419)
Lafayette  (76)
Moraga  (29)
Oakland  (1,573)
Orinda  (70)
Pinole  (31)
Pleasanton  (870)
Rodeo  (58)
San Leandro  (229)
San Lorenzo  (33)
San Ramon  (417)
Union City  (121)
Walnut Creek  (601)

Financial Services Professionals in California

Sub-specializations