Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Services Professionals in California

Financial Services Professionals in Brea, CA

Find a professional & check records

Here is a complete directory of nearly all experienced Financial Services Professionals in Brea, CA.

The Trustoria Service Professional Directory gives people all the resources needed to know the most qualified professional for any need.

Be sure to search other towns near Brea, CA to locate the records of more professionals.

250 results found

Akemi Lee Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Teller • Financial Consultant • Financial Management Analyst • Supervisor • Representative • Business Administrator • Managers • Shop Manager • Sales Manager • Operations Manager • Customer Service • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Boss Lady at Hapa Cupcakes
Location:
Orange County, California Area
Industry:
Education Management
Work history:
Hapa Cupcakes Boss LadyJPMorgan Chase Bank Personal BankerOct 2010 - May 2011
Full Profile

Andrew Euser Brea, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Human Resources Officer • Executive Vice President • Chief Executive Officer • Vice President • Executive Compensation • Personnel Administrator • HR Manager • Chief Executive • Corporate Executive • Consumer Goods Professional • Commodities Clerk • Human Resources Specialist • Recruitment • Operations Manager • Talent Agent • Employee Relations Specialist • Labor Relations Specialist • Managers • Air Transportation Worker

Experience & Education

Position:
Executive Vice President and Chief Human Resources Officer at Ventura Foods
Location:
Brea, California
Industry:
Consumer Goods
Work history:
Ventura Foods - Brea, CaliforniaExecutive Vice President and Chief Human Resources Officersince Jun 2010Dreyers Grand Icecream, Division of Nestle Vice President Human ResourcesJan 2007 - May 2010
Skills:
Talent Management, Talent Acquisition, Onboarding, Change Management, Human Resources, Personnel...
Languages:
Dutch
Full Profile

Jude Sturman Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Cashier Supervisor • Consumer Goods Professional • Cashier Clerk • Cashier • Commodities Clerk • Manager • Operations Manager • Advisor • Service Operations Expert • Managers • Analysts • Certified Medical Assistant • Medical Assistant • Healthcare Support • Childcare Workers • Market Research Analyst

Experience & Education

Title:
Experienced Category Manager
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Frito Lay - Foothill Ranch, CASales Category Management ManagerJul 2010 - Apr 2013Bimbo Bakeries, USA - Fullerton, CACategory ManagerMar 2007 - Jun 2010
Skills:
JDA, Microsoft Excel, Access, Microsoft Office, Nielsen, Spectra, IRI, AC Nielsen, Consumer...
Full Profile

Jeffrey Romulo Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Senior Associate • Project Manager • Supporting Member • Team Member • Consumer Goods Professional • Supplier • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Managers • Sales Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Manager • Operations Manager • Data Scientist • Network Systems Administrator • Computer Network Professional • Network Administrator • Higher Education Professional • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manufacturing and Warehouse Senior Associate at Pepsi Beverages Company
Title:
Operations Management at Pepsi
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Pepsi Beverages Company - Buena Park, CAManufacturing and Warehouse Senior Associatesince Jun 2011Hub Group - Fullerton, CAAccessorial SpecialistNov 2010 - May 2011
Skills:
Customer Service, Microsoft Word, Access, Time Management, 10 Key, Customer Satisfaction,...
Full Profile

Bruce Bauman Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Marketing Manager • Operations Manager • Marketing Consultant • Brand Planner • SEO Specialist • Market Analyst • Market Research Analyst • Brand Representative • Web Marketer • Consumer Goods Professional • Commodities Clerk • Team Member • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Marketing Consultant at Strategic & Digital Consulting
Title:
Marketing Executive and Digital Strategist
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Strategic & Digital Consulting Marketing Consultantsince Feb 2013Avery Dennison Corporate - Pasadena, CADirector Digital Marketing, Integrated Global CommunicationsJan 2010 - Jan 2013
Full Profile

Reza Kibria Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Consumer Goods Professional • Supplier • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Production Manager

Experience & Education

Position:
Director Supply Chain Planning & Procurement at Avery Products Corporation
Title:
Senior Supply Chain Professional
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Avery Products Corporation Director Supply Chain Planning & Procurementsince Oct 2012Avery Dennison- Office and Consumer Products Division - Brea, CADirector ProcurementDec 2009 - Oct 2012
Languages:
Hindi, Bengali
Full Profile

Charles Lundstrom Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Director • Director of Business Development • Vice President of Sales • Sales Manager • Business Development Manager • Operations Manager • Vice President • Chief Executive • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Regional Sales Consultant • Sales Representative • Cashier Clerk • Cashier • Sales Support • Services Professional • Sales and Service Specialist • Herb Doctor • Hospital Care Professional • Herbalist • Health Professional • Health Practitioner • Master of Business Administration • Advertising Professional • Advertising Sales Agent • School Administrator • Educational Manager

Experience & Education

Position:
Director of Business Development at ProTab Laboratories, V.P. of Sales - U.S. at Sundita
Title:
U.S. Sales Director at Sundita
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
ProTab Laboratories - Rancho Santa Margarita, CADirector of Business Developmentsince Nov 2012Sundita - Rancho Santa Margarita, CAV.P. of Sales - U.S.since Nov 2012
Full Profile

Ron Briskie Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Senior Director • Chief Executive • Senior Manager • Operations Manager • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Title:
Senior Supply Chain and Operations Executive | Lean Transformation | Integrated Supply Chain Management
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Avery Products Corporation (formerly Avery Dennison Office and Consumer Products) - Brea, CAVice President, Supply Chain and Operations North AmericaSep 2010 - Aug 2013Avery Dennison Senior Director, Supply ChainNov 2008 - Sep 2010
Full Profile

Sarah Butler Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Produce Manager • Chief Executive • Production Manager • Market Analyst • Market Research Analyst • Consumer Goods Professional • Commodities Clerk • Hospital Care Professional • Health Professional • Health Practitioner • Advisor

Experience & Education

Position:
Director Of Marketing at Avery Dennison
Title:
Experienced Marketing Director - Marketing and Communications Strategy & Brand Creation for CPG and Retail Companies
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Avery Dennison - Brea, CADirector Of Marketingsince May 2010Avery Dennison - Brea, CaGroup Product ManagerNov 2006 - May 2010
Full Profile

Guy Hugaert Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Security • Business Administrator • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter • Army Lieutenant Colonel • Master of Business Administration • Master of Science • Watchman • Chief Networking Officer • Operations Manager • Customer Relations • Sports Game Coach • Sports Trainer • Sports Trainers

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Santa Ana, CAFinancial Advisorsince Dec 2012Bankers Life and Casualty - Brea, CAInsurance Sales RepresentativeJun 2012 - Nov 2012
Full Profile

Janis Cilderman Irvine, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Counselor • Investor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
AF Client Service Specialist, Sr. at The Capital Group, AF Client Service Specialist at The Capital ...
Title:
AF Client Service Specialist, Sr.
Location:
Irvine, California
Industry:
Financial Services
Work history:
The Capital Group - Irvine, CAAF Client Service Specialist, Sr.since Sep 2012The Capital Group - Irvine, CAAF Client Service Specialistsince Sep 2011
Languages:
Latvian and Russian
Full Profile

Joshua Han Santa Ana, CA

Professions & Specialties

Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Business Administrator • Supporting Member • Administrative Clerk • Clerical Specialist • Managers • Team Member • Sales Representative • Retail Salesperson • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Loan Consultant at Greenlight Financial Services
Title:
Senior Mortgage Banker at Greenlight Financial Services
Location:
Orange County, California Area
Industry:
Banking
Work history:
Greenlight Financial Services - IrvineLoan Consultantsince Oct 2012New American Funding - Orange County, California AreaJr. Loan OfficerApr 2012 - Oct 2012
Full Profile

Hassan Bhayani Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Bookkeeper • Finance and Accounting Specialist • Team Member • Education Professional • Instructor

Experience & Education

Position:
Accounting Specialist III at Bank of America
Location:
Orange County, California Area
Industry:
Banking
Work history:
Bank of America - Brea, CAAccounting Specialist IIIsince May 2013Bank of America - Irvine, CAPersonal BankerMay 2011 - May 2013
Skills:
Program Management, Public Speaking, Communication Skills, Team-oriented, Fast Learner,...
Languages:
English, Urdu, Hindi, Gujarati
Full Profile

Erin Mccarthy Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • HR Manager • Partner • Vice President • Chief Executive • Employee Relations Manager • Employee Relations Specialist • Labor Relations Specialist • Customer Service • Client Service Officer • Consumer Goods Professional • Commodities Clerk • Corporate Executive • Human Resource Manager • Employee Placement Specialist • Advisor

Experience & Education

Position:
Sr. HR Manager at Avery Dennison
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Avery Dennison - Brea, CASr. HR Managersince Aug 2011Avery Dennison - Brea, CAHR ManagerJan 2007 - Aug 2011
Languages:
Spanish
Certifications:
Sr. Professional in Human Resources (SPHR), SHRM/HRCI (Society for Human Resource Management)
Six Sigma Green Belt, Avery Dennison
Full Profile

David Rock Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Advisor • Business Administrator • Economist • Account Service Manager

Experience & Education

Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Chase Investments - Chino Hills, CaliforniaVice President Financial AdvisorSep 2010 - Feb 2013LPL Financial - Brea, caIndependent Financial AdvisorJan 2008 - Sep 2010
Skills:
Series 7, Wealth Management, Retirement, Financial Planning, Investments, Securities, Mutual Funds, ...
Full Profile

Steven Yue Brea, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Speaker • Administrative Associate • Senior Advisor • Business Administrator • Spokesperson • Representative • Administrative Clerk • Clerical Specialist • Advisor • Sales Representative • Software Developer • Software Developers • Operations Manager

Experience & Education

Work

Company:
New hope liuhe
Newhuadu business school consulting internship
Company:
Northwestern mutual - Newport Beach, CA
Assistant to financial advisor travis vandenberg

Skills

Intermediate Excel skills (Pivot Tables, Functions, Vlookup), Microsoft Word and Powerpoint,...
Full Profile

Ryan Maguire Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Consumer Goods Professional • Commodities Clerk • Procurement Clerk • Clerical Specialist • Customer Service • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Corporate Executive • Food Server

Experience & Education

Position:
Customer Service Representative at Forever 21
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Forever 21 - Greater Los Angeles AreaCustomer Service Representativesince Jul 2013Nature's Best - Brea, CAPurchasing AssistantApr 2013 - Jun 2013
Full Profile

James Yu Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Representative • Guide • Tour Guide • Certified Nurse Aide • Nurse • Nurse Practitioner • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Representative at Fidelity Investments
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Fidelity Investments - Brea, CAFinancial Representativesince Aug 2011Chase - Las Vegas, Nevada AreaPersonal BankerJun 2010 - Aug 2011
Languages:
Chinese
Full Profile

Dustin Perry Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Business Manager • Consumer Goods Professional • Commodities Clerk • Operations Manager • Sales Executive • Sales Representative • Sales Manager

Experience & Education

Position:
Business Manager at BIC
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
BIC - Southern CABusiness Managersince Feb 2012Acosta Sales & Marketing - Brea, CABusiness ManagerOct 2011 - Mar 2012
Full Profile

Kathy Burns Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Analyst • Analysts • Contractor • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Buyer and Seller • Sales Representative • Operations Manager • Technical Managers

Experience & Education

Position:
Realtor at Coldwell Banker Residential Brokerage
Title:
Real Estate Agent at Coldwell Banker Real Estate
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage RealtorCountywide Financial Lending Group - Brea, CAInvestment and Lending AnalystJan 2002 - Feb 2003
Skills:
Investment Properties, Residential Homes, Sellers, Listings, Single Family Homes, CIPS, First Time...
Languages:
Ukrainian
Full Profile

Jimmy Duong Santa Ana, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Retail Professional • Retail Salesperson • Client Service Officer • Sports Game Coach • Customer Service • Operations Manager

Experience & Education

Title:
Student at California State University-Fullerton
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Waddell & Reed - Brea, CAJunior Financial AdviserJul 2009 - May 2010California State University, Fullerton - Fullerton, CAStudent AssistantOct 2008 - Dec 2008
Full Profile

Michael Thiele Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Crewman • Leader • Counselor • Team Member • Managers • Advisor • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Public Relations at Fullerton Arboretum, Crew Member at Trader Joe's
Title:
Public Relations at Fullerton Arboretum
Location:
Orange County, California Area
Industry:
Retail
Work history:
Fullerton Arboretum - Fullerton, CAPublic Relationssince Aug 2012Trader Joe's - Brea, CACrew Membersince Jun 2008
Full Profile

Christopher Roberts Brea, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Tutor • Sales Account Associate • Sales Executive • Managers • Sales Manager

Experience & Education

Work

Company:
Bank of america corporation - Brea, CA
Small business personal banker
Company:
English and literature - Temple City, CA
Personal tutor
Full Profile

Betty Chin Brea, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Talent Acquisition Advisor • Human Resources Specialist • Talent Agent • Recruitment • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor Talent Acquisition Manager at Edward Jones
Title:
Hiring Financial Advisors in California
Location:
Brea, California
Industry:
Financial Services
Work history:
Edward Jones - Brea, CAFinancial Advisor Talent Acquisition Managersince Aug 2011JP Morgan - Century City, CAPrivate Wealth Management - RecruiterJul 2010 - Aug 2011
Skills:
Full-cycle Recruiting, SDLC, Talent Acquisition, Applicant Tracking Systems, Recruiting, Process...
Languages:
Korean
Full Profile

Judy Lee Brea, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Pmac lending services - Chino Hills, CA
Funder
Company:
Green-lights loans - Irvine, CA
Retail funder
Full Profile

Janet Levy Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Account Supervisor • Client Service Officer • Consumer Goods Professional • Account Representative • Commodities Clerk • Independent Contractor • Supporting Member • Contractor • Team Member • Customer Service • Advocate • Jurist • Legal Counsel • Independent Business Owners

Experience & Education

Title:
Sales and Marketing Account Manager
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Power Premiums - Brea, CASole ProprietorApr 2000 - 2012Council on Aging Orange County - Santa Ana, CADevelopment AssociateFeb 2009 - Oct 2010
Full Profile

Michael Spillman Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Business Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Manager • Operations Manager • Brand Representative • Business Administration Specialist

Experience & Education

Position:
Business Manager at St. Joseph Catholic Church
Title:
Branch Manager - Coldwell Banker Beachside Realtors
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
St. Joseph Catholic Church Business Managersince Nov 2012Coldwell Banker Beachside Realtors - Brea, CaBranch Manager - Sales & MarketingMar 2012 - Nov 2012
Full Profile

Jim Burton Brea, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Representative at burton financial, 26 year associate of DFMG at Diversified Financial...
Title:
Financial Advisor
Location:
Brea, California
Industry:
Financial Services
Work history:
Burton financial Registered Representativesince Jan 2012Diversified Financial Management Group 26 year associate of DFMGsince Jul 1986
Full Profile

David Sweet Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Partner • Founding Member • Chief Executive • Marketing Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Founder at DES Financial Group, LLC
Title:
Founder, DES Financial Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
DES Financial Group, LLC - 3000 East Birch Street, Suite 103, Brea, CA 92821Foundersince Feb 2009Edward Jones Financial AdvisorMar 2002 - Feb 2009
Skills:
Wealth Management, Finance, Financial Services, Asset Management
Full Profile

Mark Hall Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Supply Manager at Avery Dennison
Title:
Supply Manager at Avery Products Corporation
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Avery Dennison Supply Managersince Sep 2004Avery Dennison - Brea CA.Manager Product PlanningMar 2002 - Sep 2004
Full Profile

Michael Welter Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Business Manager • Business Senior Manager • Team Leader • Sales Manager • Sales Director • Operations Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Senior Business Manager at Acosta Sales & Marketing
Title:
Business Manager at Acosta Sales & Marketing
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Acosta Sales & Marketing - Brea, CASenior Business Managersince Jul 2000Archway/Mother's Cookies - Anaheim, CASales Team Leader/HQAug 1998 - Jul 2000
Languages:
Spanish
Certifications:
Landscape contractor, State of California
Full Profile

Nicholas Villasenor Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Morgan Stanley - Brea, CAFinancial Advisorsince Oct 2005Crane & Associates Financial Planning Client Service AssociateFeb 2004 - Oct 2005
Full Profile

Anthony Grigis Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Team Leader • Owner • Chief Executive Officer • Operations Manager • Chief Executive • Corporate Executive • Business Development Manager • Investor • Advisor • Account Service Manager • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Client Service Officer • Bachelors Degree • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Customer Service

Experience & Education

Position:
Team lead at PacTrust Bank, Sr. Mortgage Banker at MetLife Home Loans, Owner/ CEO at 1st option...
Title:
Branch Team leader at PacTrust Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
PacTrust Bank - Costa MesaTeam leadsince Mar 2013MetLife Home Loans - Orange County, California AreaSr. Mortgage Bankersince Jul 2011
Skills:
Mortgage Lending, Loans, FHA, Refinance, Mortgage Banking, Reverse Mortgages, Real Estate...
Full Profile

Irene Gutierrez Brea, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Marketing Specialist at Avery Dennison
Title:
Marketing Specialist at Avery Products Corp.
Location:
Brea, California
Industry:
Consumer Goods
Work history:
Avery Dennison Marketing Specialistsince Jan 1997
Full Profile

Andrae Miller Brea, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Brea, California
Industry:
Financial Services
Work history:
Merrill Lynch - Brea, CAFinancial Advisorsince 2011Daymon Worldwide Business Manager2008 - 2011
Full Profile

Jenny Bauer Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Partner • Chief Executive • Representative • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Sr. Financial Analyst at Avery Dennison, Sr. Financial Analyst at Kelly Services (Biosense Webster)
Title:
Sr. Financial Analyst at Avery Dennison
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Avery Dennison - Brea, CASr. Financial Analystsince Mar 2011Kelly Services (Biosense Webster) Sr. Financial Analystsince Aug 2010
Full Profile

Mariann Lin Brea, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Buyer • Supplier • Consumer Goods Professional • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Commodities Clerk • Community Service Manager

Experience & Education

Position:
Buyer at Avery Dennison
Location:
Brea, California
Industry:
Consumer Goods
Work history:
Avery Dennison - Brea, CABuyersince Jul 2010American Bolt & Screw Manufacturing Corporation - Ontario, CAForeign PurchasingSep 2004 - Jun 2010
Languages:
Chinese, Taiwanese
Full Profile

Earl Vito Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Technology Manager • Technical Managers • Consumer Goods Professional • Commodities Clerk • HR Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Construction Manager

Experience & Education

Position:
Group Technology Manager at Avery Dennison
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Avery Dennison - Brea, CAGroup Technology Managersince Dec 2011Avery Dennison - Brea, CASr Technology Manager2005 - Dec 2011
Full Profile

Rich Constantine Santa Ana, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Banker • Financial Services Sales Agent • Owner • Chief Executive • Designers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Sr Mortgage Banker at Peoples Bank, Owner / Designer at Ricon Intellect, Inc
Title:
Financial Specialist
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Peoples Bank - Costa Mesa, CASr Mortgage Bankersince Dec 2012Ricon Intellect, Inc - Orange County, CAOwner / Designersince Jun 2006
Full Profile

Matt Ly Brea, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Production Manager • Production Director • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Production Manager at Innovative Surgical Products, Inc.
Title:
Insurance/Financial Consultant
Location:
Brea, California
Industry:
Financial Services
Work history:
Innovative Surgical Products, Inc. Production Manager
Full Profile

Cathleen Caruso Brea, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk

Experience & Education

Location:
Brea, California
Industry:
Consumer Goods
Skills:
Consumer Products, Cross-functional Team Leadership, Product Management, Integrated Marketing,...
Languages:
Spanish
Full Profile

Brian Wakeman Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Partner • Chief Executive • DB Administrator • Database Administration Professional • Database Administrator • Consumer Goods Professional • Commodities Clerk • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at Vanishing Screens Group, Partner at Rawa Enterprises
Title:
Owner / Partner of DoubleVision Ent., LLC, dba THE VANISHING SCREENS GROUP
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Vanishing Screens Group - Oceanside & San Clemente, CAPartnersince Oct 2003Rawa Enterprises - San Clemente, CAPartnersince 1979
Full Profile

Jim Crawford Santa Ana, CA

Professions & Specialties

Commodity Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Vice President • Chief Executive • Consumer Goods Professional • Commodities Clerk

Experience & Education

Title:
Agri Commodity Trader
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Ventura Foods - Brea, CAVice President Commodity OperationsNov 2004 - Sep 2012Bunge - St. Joseph, Missouri AreaAsst. VP Commodity OilsJun 1997 - Nov 2004
Full Profile

Sunita Foley Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Manager • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Advisor/Branch Manager at Raymond James, Financial Advisor/ Registered Principal at...
Title:
Financial Advisor/ Principal @ Raymond James Financial Services Inc. Member FINRA/SIPC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Raymond James Financial Advisor/Branch Managersince 2009Raymond James Financial Services Inc.Member FINRA/SIPC - Brea, CaFinancial Advisor/ Registered Principalsince Apr 2009
Full Profile

Mauricio Plascencia Brea, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • District Manager • Region Manager • Associate of Arts • Advertising Sales Agent • Sales Representative • Area Manager • Managers

Experience & Education

Work

Company:
American financial network - Brea, CA
Mortgage banker
Company:
Pacific life insurance company - Newport Beach, CA
Senior internal wholesaler

Skills

Excellent interpersonal, written and verbal communication skills. Strong attention to planning,...
Full Profile

Kevin Han Santa Ana, 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 • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Supporting Member • Team Member • Customer Service

Experience & Education

Position:
Regional Private Banker at Wells Fargo
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Wells Fargo - Orange County, California AreaRegional Private Bankersince Apr 2013Wells Fargo - Brea, CAPremier Banker & Brokerage AssociateJun 2007 - Mar 2013
Languages:
English, Korean
Full Profile

Greg Spence Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Project Manager • Project Managers

Experience & Education

Position:
Realtor at Coldwell Banker Ambassador
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Ambassador - Brea , CARealtorsince Jan 2006Southwestern Bell Corp - Anaheim, CAEngineering Project ManagerJan 1996 - Dec 2004
Full Profile

Teresa Kneale Brea, CA

Professions & Specialties

Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Food service • Managers • Consumer Goods Professional • Agent • Commodities Clerk • Sales Representative

Experience & Education

Work

Company:
New york life
Licensed life/health agent in ca, az, tx, in, and mn
Company:
Edward jones - Brea, CA
Financial advisor training and achievement of industry-related licensing credentials
Full Profile

Michelle Mehta Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Market Analyst • Market Research Analyst • Student Worker

Experience & Education

Position:
Talent Sourcer/Recruiter at Modis
Title:
Talent Sourcer/Recruiter
Location:
Orange County, California Area
Industry:
Staffing and Recruiting
Work history:
Modis - Orange County, California AreaTalent Sourcer/Recruitersince Apr 2013Wells Fargo - Irvine, CaliforniaPersonal BankerFeb 2012 - Oct 2012
Full Profile

Jonathan Lin Brea, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Marketing Manager • Produce Manager • Production Manager • Marketing Administrator • Consumer Goods Professional • Commodities Clerk • Operations Manager • Sales Agent • Sales Representative • Advisor • Engineering Specialist

Experience & Education

Work

Company:
Montessori outlet inc / kohburg inc.
Global marketing manager (consumer goods, educational toys)
Company:
Tyc/genera corporation - Brea, CA
Product marketing manager (led, automotive)

Skills

SAP, Google Analytics, Sales Force, CRM, SEO, Strategic Partnership, Business Development, E-Mail...
Full Profile


Financial Services Professionals near Brea, CA03,9407,88011,82015,76019,700Santa AnaIrvineAnaheimWhittierOrangeFullertonBuena ParkGarden GroveWest CovinaYorba Linda