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Financial Services Professionals in California

Financial Services Professionals in Folsom, CA

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Here is a complete directory of nearly every experienced Financial Services Professionals in Folsom, CA.

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250 results found

Rebecca Grubbs Folsom, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Insurance Professional • Underwriter

Experience & Education

Title:
Financial Services Professional
Location:
Folsom, California
Industry:
Insurance
Skills:
Licensed Life & Health Insurance Agent, Property Management, Legal Services, Public Speaking,...
Languages:
French
Full Profile

Chris West Sacramento, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Chairperson • Vice President • Chief Executive • Operations Manager • Licensed Real Estate Broker • Broker Associate • Property Manager • Real Estate Manager • Real Estate Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Business Administrator • Team Member • Bachelor of Science • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Broker/Vice President at Hughes Real Estate
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Hughes Real Estate - Sacramento, California AreaBroker/Vice Presidentsince Apr 2012First Priority Financial Inc. - Folsom, CAMortgage Banker/Broker AssociateJun 2011 - Apr 2012
Skills:
Real Estate, Mortgage Lending, Mortgage Banking, Loans, Sellers, Property, First Time Home Buyers,...
Full Profile

Tamra Coveau Folsom, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Norwest bank - Tucson, AZ
Personal banker

Skills

Social Networking, Customer Service, Blogging, Public Speaking, Microsoft Office, PowerPoint,...
Full Profile

Cherish Carter Sacramento, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Animal Breeder • Animal Care Technician • Animal Care Giver • Animal Caretaker • Consumer Goods Professional • Commodities Clerk • Counselor • Advisor • Administrative Clerk • Clerical Specialist • Front Office Receptionist

Experience & Education

Position:
Owner at Cherished Geckos
Location:
Sacramento, California Area
Industry:
Consumer Goods
Work history:
Cherished Geckos - Citrus HeightsOwnersince Oct 2011A&I Advisors, Inc. - El Dorado Hills, CADistrict Services ConsultantNov 2009 - Jun 2013
Skills:
Microsoft Office, Customer Service, Merchandising, Customer Relations, Word, PowerPoint, Excel,...
Full Profile

Tim Mcginnis Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Agent • Sales Representative • Finance and Accounting Specialist • Certified Public Accountant • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Guide • Tour Guide

Experience & Education

Position:
Wealth Management Vice President and Financial Advisor at BBVA Compass, Enrolled Agent at Allen...
Title:
Wealth Management Vice President and Financial Advisor at BBVA Compass
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
BBVA Compass - Roseville, CAWealth Management Vice President and Financial Advisorsince Feb 2013Allen & Allen, LLP - Folsom, CAEnrolled Agentsince Dec 2011
Skills:
Financial Planning, Investments, Insurance, Tax, Annuities, Retirement Planning, Fixed Annuities,...
Full Profile

Paul Nethercut Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Director • Treasurer • Financial Officer • Financial Manager • Programmer Analyst • Information Systems Analyst • IT Analyst • Security

Experience & Education

Position:
Financial Consultant at Various (WAPA, Sac RT, Rabobank, Verifone)
Title:
Financial Professional
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Various (WAPA, Sac RT, Rabobank, Verifone) - Sacramento Metro AreaFinancial Consultantsince Jul 2007California ISO - Folsom, CASenior Financial AnalystAug 2003 - Jun 2007
Full Profile

Alisa Driscoll Folsom, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Security • Investor • Supplier • Client Service Officer • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Package Designer • Commercial Designer • Customer Service • Cabin Attendant • Room Service Food Server • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant

Experience & Education

Title:
Founder AMD Travel Acessories, Inc. "Pitotubes" Travel Bottles
Location:
Folsom, California
Industry:
Consumer Goods
Work history:
AMD Travel Accessories, Inc. - Boise, Idaho AreaFounder & CEO AMD Travel Accessories, Inc. "Pitotubes Travel Bottles"Jan 2005 - Jan 2013Alaska Airlines Flight AttendantApr 1996 - May 2000
Skills:
Entrepreneurship, Entrepreneurship Development, Small Business, Small Business Marketing, Small...
Certifications:
PADI, Advanced - Search and Salvage Open Water Diver
Full Profile

Edward Grinnell Sacramento, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Pilot • Air Transportation Worker • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Public Relations Professinal • Vice President • Department Supervisor • Manager • Bachelor of Science • Psychology Specialist

Experience & Education

Position:
Pilot at United Airlines, Realtor at Coldwell Banker, President of the Board of Directors at...
Title:
Airline Pilot-United Airlines
Location:
Sacramento, California Area
Industry:
Airlines/Aviation
Work history:
United Airlines Pilotsince Oct 1995Coldwell Banker Realtorsince Jan 2002
Full Profile

Joe Fergerson Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Marketing Director • Manager • Vice President of Marketing • Chief Brand Officer • Operations Manager • Chief Executive • Vice President • Marketing Intern • Marketing Professional • Corporal • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers • Sales Representative

Experience & Education

Title:
Experienced Marketing Executive
Location:
El Dorado Hills, California
Industry:
Marketing and Advertising
Work history:
Waddell & Reed Financial Advisor2009 - 2010Waddell & Reed Financial Advisors Financial AdvisorJul 2009 - Dec 2010
Full Profile

Jeff Gordon Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Vice President - Financial Advisor Associate at Chase Investments, a part of J.P. Morgan Securities ...
Title:
Vice President - Financial Advisor Associate at Chase Investment Services
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Chase Investments, a part of J.P. Morgan Securities LLC Vice President - Financial Advisor Associatesince Aug 2012Wells Fargo Advisors - Roseville, CAFinancial AdvisorMar 2011 - Aug 2012
Full Profile

Becky Grubbs Folsom, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Receptionist • Front Desk Clerk • Office Assistant • Tour Guide • Front Office Receptionist • Office Clerk • Clerical Specialist • Legal Aide • Paralegal • Manager • Operations Manager

Experience & Education

Work

Company:
Mass mutual
Financial services professional
Company:
The eleven agency
Brand ambassador

Skills

Customer focused, sales presentations, office management, research, public speaking, Microsoft...
Full Profile

Steven Gorran Folsom, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Income Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Preparer • Tax Accountant • Fiduciary • Trust Law Attorney • Lawyers • Accounts Payable Specialist • Payroll Supervisor • Compensations and Benefits • Accounts Payable • Entertainment Professional • Entertainer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Recruitment • Managers • Team Member • Sales Executive • Customer Service Associate • Client Service Officer • Sales Manager • Customer Service

Experience & Education

Position:
Financial Services Professional at MassMutual Financial Group
Location:
Folsom, California
Industry:
Financial Services
Work history:
MassMutual Financial Group - Roseville, CAFinancial Services Professionalsince Jul 2012Income Taxes Income Tax PreparerFeb 2004 - Oct 2012
Full Profile

Bea Franchetto Folsom, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Business Manager • Consumer Goods Professional • Commodities Clerk • Operations Manager • Project Managers • Marketing Manager • Recruitment • Real Estate Manager • Brand Representative

Experience & Education

Position:
Business Manager at Sacramento Business Journal
Title:
Versatile, well-rounded professional
Location:
El Dorado Hills, California
Industry:
Consumer Goods
Work history:
Sacramento Business Journal - SacramentoBusiness Managersince Jul 2006Amdocs Broadband Cable & Satellite Divisions (fka CableData / DST Innovis) - El Dorado HillsRevenue AccountantMay 2003 - Jun 2005
Skills:
Financial Accounting, General Ledger Reconciliation, QuickBooks, Quicken, Operations Management,...
Full Profile

David Berglund Folsom, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Physical Education Professor • Physical Education Professors • Managers

Experience & Education

Work

Company:
Cisco systems - Rancho Cordova, CA
Isales - enterprise collaboration specialist
Company:
Wachovia / world savings - Roseville, CA
Financial specialist
Full Profile

Kevin Beresford Sacramento, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Vice President • Vice President of Operations • Co-Founder • Executive Vice President • Customer Relations • Chief Executive • Corporate Executive • Operations Manager • Founder • Founding Member • Consumer Goods Professional • Commodities Clerk • Recognition • Analyst • Analysts

Experience & Education

Position:
President & CEO Shari's Berries - VP of Operations at Provide Commerce
Title:
President, Shari's Berries
Location:
Sacramento, California Area
Industry:
Consumer Goods
Work history:
Provide Commerce President & CEO Shari's Berries - VP of Operationssince Feb 2001International Business Systems US - Folsom, CACo-Founder, Executive Vice PresidentMay 1990 - Dec 2000
Full Profile

Angeline Rothwell Folsom, CA

Professions & Specialties

Financial Services Professional • Teller • Financial Services Sales Agent

Experience & Education

Work

Company:
Iron stone bank - Roseville, CA
Financial services representative 1
Company:
Washington mutual bank - San Mateo, CA
Teller/sales associates
Full Profile

Christos Fotopoulos Sacramento, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Bookkeeper • Accounting Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Client Financial Management Analyst at Accenture
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Accenture Client Financial Management Analystsince Jul 2010GoldenOmega - El Dorado Hills, CAEntry Level BookkeeperDec 2009 - Jun 2010
Skills:
Management, Accounting, Customer Satisfaction, Auditing, Cost Accounting, Financial Planners,...
Languages:
Greek
Full Profile

Rachaad Hampton Folsom, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Founder • Owner • Founding Member • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Broker/Founder at RH Real Estate Brokerage (Sole Proprietorship), Broker/Founder at Prime Equity...
Title:
Broker/Founder at Prime Equity Mortgage/RH Real Estate Brokerage
Location:
Folsom, California
Industry:
Financial Services
Work history:
RH Real Estate Brokerage - Folsom, CaliforniaBroker/Foundersince Mar 2013Prime Equity Mortgage - Folsom, CaliforniaBroker/Foundersince Mar 2013
Certifications:
Short Sale & Foreclosure Resource Specialist, National Association of Realtors
Full Profile

James Arriaga Folsom, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Work

Company:
Caremark - Rancho Cordova, CA
Customer care representative
Company:
E*trade financial - Rancho Cordova, CA
Financial services representative
Full Profile

Jim Den Dulk Folsom, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ideal Life Financial Advisors, Director at Folsom Chamber of Commerce
Title:
Values-Based Financial Advisor at Ideal Life Financial Advisors
Location:
Folsom, California
Industry:
Financial Services
Work history:
Ideal Life Financial Advisors - Folsom, CAFinancial Advisorsince Sep 2011Folsom Chamber of Commerce Directorsince Mar 2009
Full Profile

Joseph Bergen Folsom, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Banking Center Manager • Chief Executive • Banking Manager • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Entertainment Professional • Entertainer • Bachelor of Arts • High School Diploma • Business Administrator • Advisor • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
VP; Financial Consultant at Charles Schwab
Location:
Folsom, California
Industry:
Financial Services
Work history:
Charles Schwab - Folsom, CAVP; Financial Consultantsince Apr 2013Bank of America - El Dorado Hills, CAAVP; Banking Center ManagerDec 2012 - Mar 2013
Skills:
Business Communications, Personal Finance, Sales Management, Investments, Microsoft Office, Social...
Financial Specialist at Wachovia
Full Profile

Linda Tweedle Folsom, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Consumer Goods Professional • Counter Manager • Commodities Clerk • Sales Representative • Director • Operations Manager • Human Resources Specialist • Recruitment • Accounts Receivable • Team Member

Experience & Education

Position:
Customer Service Director at TubeTape.com, Inc.
Title:
Director of Customer Service
Location:
Folsom, California
Industry:
Consumer Goods
Work history:
TubeTape.com, Inc. - El Dorado Hills, CaliforniaCustomer Service Directorsince Nov 2010Jewelry Supply.com Customer Service ManagerOct 2004 - Jan 2009
Full Profile

Dawn Foucault Sacramento, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Appraiser • Estimator • Financial Analyst • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Realtor at Coldwell Banker Residential Brokerage, Certified Residential Appraiser at Capitol...
Title:
Certified Residential Appraiser & Realtor
Location:
Sacramento, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - Folsom, CARealtorsince May 2011Capitol Appriasal Service - Sacramento, Placer & El Dorado CountiesCertified Residential Appraisersince Aug 2005
Skills:
Foreclosures, REO, Investors, Relocation, FHA, Short Sales, Appraisals, Sellers, Buyers, New Home...
Full Profile

Sheri Schmitz Sacramento, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Mortgage Banker Private Client Services at JPMorgan Chase
Title:
Mortgage Banker at Bank of the West
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
JPMorgan Chase Mortgage Banker Private Client Servicessince Aug 2013Bank of the West - Sacramento, California AreaMortgage BankerMar 2012 - Aug 2013
Full Profile

Cory Hakala Folsom, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Us bank
Personal banker
Company:
Blue shield of california
Electronic processor
Full Profile

James Arriaga Folsom, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Work

Company:
Caremark - Rancho Cordova, CA
Customer care representative
Company:
E*trade financial - Rancho Cordova, CA
Financial services representative
Full Profile

Tatiana Standley Folsom, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Managers • Supervisors

Experience & Education

Position:
Referral Agent - REALTOR® at Coldwell Banker Referral Network
Title:
Referral Agent - REALTOR®
Location:
Folsom, California
Industry:
Real Estate
Work history:
Coldwell Banker Referral Network Referral Agent - REALTOR®since Sep 2012Tatiana Standley/Coldwell Banker Residential Brokerage REALTOR®Apr 2009 - Sep 2012
Skills:
Certified Negotiation Expert (CNE), Certified Short Sale Negotiator (CSSN), Short Sale Specialist...
Full Profile

Michelle Nygaard Folsom, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Professor • Recruitment • Manager • Operations Manager • Leader • Managers • Property Manager • Real Estate Manager

Experience & Education

Position:
Project & Teacher Recruitment Manager at Red Gate Education Services
Location:
El Dorado Hills, California
Industry:
Education Management
Work history:
Red Gate Education Services - El Dorado Hills, CAProject & Teacher Recruitment Managersince Sep 2011MassMutual Financial Group Financial Services ProfessionalJun 2010 - Sep 2011
Full Profile

Mark Morgan Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Director/Corporate Client Group Director/Financial Advisor/CIMA/CRPS at Morgan Stanley...
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Folsom, CAExecutive Director/Corporate Client Group Director/Financial Advisor/CIMA/CRPSsince Mar 1983
Certifications:
Certified Investment Management Analyst, Investment Management Consultants Association
Chartered Retirement Plan Specialist, College for Financial Planning
Full Profile

Jim Casey Auburn, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Financial Director • Director • Executive Vice President • Financial Officer • Financial Manager • Operations Manager • Vice President • Chief Executive • Independent Contractor • Contractor • Independent Business Owners • Management Team Executive • Recruitment • Legal Counsel • Software Developers

Experience & Education

Position:
Managing Principal at CFO Consulting Services
Location:
Auburn, California
Industry:
Environmental Services
Work history:
CFO Consulting Services - Roseville, CAManaging Principalsince 1990Envirocycle Worldwide, Inc. - Auburn, CA 95604Founding Director / EVP & Chief Financial OfficerMar 2012 - Jun 2013
Full Profile

Steve Walber Folsom, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Senior Master Sergeant

Experience & Education

Position:
Realtor at Coldwell Banker Real Estate
Location:
Folsom, California
Industry:
Real Estate
Work history:
Coldwell Banker Real Estate RealtorUnited States Air Force - Germany, Turkey, Phillippines, & numerous bases in the United States.Senior Master Sergeant (Retired 1990)1967 - 1990
Full Profile

Chip Dusseau Folsom, CA

Professions & Specialties

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

Experience & Education

Position:
Sacramento Area Realtor at Coldwell Banker - Northern California
Title:
Sacramento Area Realtor
Location:
El Dorado Hills, California
Industry:
Real Estate
Work history:
Coldwell Banker - Northern California - El Dorado Hills, CASacramento Area Realtorsince Jan 2012Coldwell Banker Bain - Seattle Real Estate Broker2002 - 2012
Skills:
Buyer Representation, Single Family Homes, Relocation, Sellers, Foreclosures, Investment...
Full Profile

Curtis Johnson Folsom, CA

Professions & Specialties

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

Experience & Education

Position:
Realtor at COLDWELL BANKER FOLSOM, REALTOR at Coldwell Banker Folsom
Title:
REALTOR-CONSULTANT at Coldwell Banker Folsom
Location:
Folsom, California
Industry:
Real Estate
Work history:
COLDWELL BANKER FOLSOM - FOLSOMRealtorsince Jan 2012Coldwell Banker Folsom - FOLSOM, CA 95630REALTORsince Jan 2012
Skills:
Short Sales, REO, Single Family Homes, First Time Home Buyers
Full Profile

Anita Flores Folsom, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supplier • Consumer Goods Professional • Buyer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Buyer and Seller • Planner • Analysts • Computer Specialist • Software Developers • Operations Manager • Customer Service • Logistician

Experience & Education

Position:
MPM at Intuit
Title:
Experienced in Supply Chain. Specializing in inventory managment, planning, order management and vendor management.
Location:
El Dorado Hills, California
Industry:
Consumer Goods
Work history:
Intuit - Mountain View, CAMPMsince 2012Amerimax - Sacramento, California AreaPlanner/BuyerJun 2012 - Nov 2012
Skills:
Vendor Management, Product Lifecycle Management, Cross-functional Team Leadership, Supply Chain...
Full Profile

John Arnaz Folsom, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Branch Sales Manager at Golden Bear Mortgage
Location:
Folsom, California
Industry:
Financial Services
Work history:
Golden Bear Mortgage Branch Sales Managersince May 2011Wells Fargo Private Mortgage BankerJan 2010 - May 2011
Full Profile

Jason Hoffman Folsom, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President of Sales • Chief Executive Officer • Partner • Vice President • Chief Executive • Sales Manager • Corporate Executive • Consumer Goods Professional • Sales Executive • Agent • Commodities Clerk • Sales Representative • Operations Manager • Financial Officer • Financial Manager • Regional Sales Consultant • Managers

Experience & Education

Position:
Vice President of Sales at Modern Gourmet Foods
Location:
El Dorado Hills, California
Industry:
Consumer Goods
Work history:
Modern Gourmet Foods - Irvine, CAVice President of Salessince Nov 2012UnReal Brands, Inc. - Sacramento, California AreaVice President of SalesJan 2012 - Oct 2012
Full Profile

Patrick Mccusker Sacramento, 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 Robert W. Baird & Co.
Title:
Financial Advisor
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. Financial Advisorsince Feb 2013Morgan Stanley Smith Barney - Folsom, CAFinancial Planning Specialist2009 - Feb 2013
Full Profile

Laura Ashley Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Realtor at Realty World Northern California & Nevada
Title:
Realtor at Coldwell Banker
Location:
Sacramento, California Area
Industry:
Real Estate
Work history:
Realty World Northern California & Nevada - Folsom, CARealtorsince Aug 2011Keller Williams Realty - Folsom, CARealtorFeb 2007 - Jul 2011
Full Profile

Matthew Hilliker Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor, First Vice President - Investments at Wells Fargo Advisors
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - El Dorado Hills, CASenior Financial Advisor, First Vice President - Investmentssince Jul 1996
Full Profile

Joseph Green Sacramento, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Shop Manager • Sales Manager

Experience & Education

Position:
Financial Specialist at Paramount Equity
Location:
Sacramento, California Area
Industry:
Real Estate
Work history:
Paramount Equity Financial SpecialistCarter's | OshKosh B'gosh - Folsom, CAStore Manager Carter'sJan 2010 - Mar 2013
Full Profile

Russel Phelps Sacramento, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor - CFP, CDFA at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Folsom, CAFinancial Advisor - CFP, CDFAsince Aug 1993
Full Profile

Kimberly Abbasi Folsom, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Design Consultant • Design Professional • Design Expert • Senior Advisor • Advisor • Owner • Chief Executive • Customer Service • Client Service Officer • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Senior Consultant at Willow House, Owner at Willow House, customer service at Steinmart
Title:
Willow House Independent Design Consultant
Location:
El Dorado Hills, California
Industry:
Consumer Goods
Work history:
Willow House Senior Consultantsince Aug 2010Willow House Ownersince Aug 2010
Full Profile

Sherri Patterson Folsom, CA

Professions & Specialties

Banker • Credit Manager • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Mechanic

Experience & Education

Position:
Realtor at Coldwell Banker Residential Brokerage
Title:
Realtor at Coldwell Banker
Location:
El Dorado Hills, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - FolsomRealtorsince Jan 2000Meeks Building Center Credit ManagerFeb 1994 - Jan 1998
Full Profile

Brittany Loree Sacramento, CA

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Human Resources Specialist • Recruitment • Customer Service • Client Service Officer • Cashier Clerk • Cashier • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Staffing Consultant at Randstad Work Solutions
Location:
Sacramento, California Area
Industry:
Human Resources
Work history:
Randstad Work Solutions - Roseville, CAStaffing Consultantsince Aug 2012J.P. Morgan Chase - El Dorado Hills, CABank TellerMar 2012 - Aug 2012
Full Profile

Donna Menser Folsom, CA

Professions & Specialties

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

Experience & Education

Position:
Real Estate Agent at Coldwell Banker Residential Brokerage
Title:
Your Realtor for Life!
Location:
El Dorado Hills, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage Real Estate Agentsince 2002
Full Profile

Stephani Menser Folsom, CA

Professions & Specialties

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

Experience & Education

Title:
Realtor at Coldwell Banker Northern California
Location:
El Dorado Hills, California
Industry:
Real Estate
Skills:
Luxury, Short Sales, Foreclosures, First Time Home Buyers, Real Estate, Real Estate Transactions,...
Full Profile

Greg Glunt Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Computer Software Professional • Systems Support Specialist • Support Specialists • Software Developers • Operations Manager

Experience & Education

Position:
Financial Planner at Retirement Security Centers, Financial Planner at Lincoln Financial Advisors
Title:
Financial Planner at Retirement Security Centers
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Retirement Security Centers - Sacramento, California AreaFinancial Plannersince Mar 2013Lincoln Financial Advisors - Sacramento, California AreaFinancial Plannersince Mar 2013
Certifications:
General Securities Representative - (Series 7), FINRA
Uniform Combined State Law Examination - (Series 66), FINRA
Full Profile

Joel Ransford Folsom, CA

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Financial Planner, CFP® at Planned Solutions
Location:
Folsom, California
Industry:
Financial Services
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Jason Cameron Folsom, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Leader • Managers • Manager • Operations Manager • Director of Operations • Assistant Branch Manager • Sales Manager • Sales Director • Business Unit Manager • Business Administration Specialist • Marketing Manager • Underwriter • Master of Science • Area Sales Manager • Regional Sales Consultant • Sales Representative • Account Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Property Manager • Real Estate Manager • Geo Scientist • Geoscientist

Experience & Education

Work

Company:
Ca state military department
Resource manager / business development
Company:
Jp morgan chase
Small business banker

Skills

o Allied Business School; Real Estate Finance, Practice, Principles Economics; Escrow, Legal...
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Jennifer Wead Folsom, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Trainer • Master of Science • Office Clerk • Clerical Specialist

Experience & Education

Position:
Certified Senior Trainer - Customer Service Corporate Marketing at Blue Shield of California
Title:
Senior Trainer - Customer Operations - Blue Shield of Ca
Location:
El Dorado Hills, California
Industry:
Insurance
Work history:
Blue Shield of California Certified Senior Trainer - Customer Service Corporate Marketingsince 2000Coastal Pacific Mortgage Mortgage Banker2005 - 2010
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