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Financial Services Professionals in Fullerton, CA

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242 results found

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

Christian Gloria Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Service Manager • Service Operations Expert • Customer Service • Client Service Officer • Branch Manager • Field Marketing Specialist • Marketing Administrator • Operations Manager • Marketing Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Client Service Manager at Opus Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Opus Bank - Fullerton, CAClient Service Managersince Nov 2012Union Bank - Whittier, CASenior Relationship BankerJan 2011 - Oct 2011
Skills:
Sales, Banking, Business Development, Management, Customer Satisfaction, Commercial Banking, Loans, ...
Languages:
Spanish
Full Profile

Eric Davis Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Manager • Region Manager • Area Manager • Managers • Department Store Salesperson • Retail Professional • Retail Salesperson • IT Specialist

Experience & Education

Position:
President at Money Concepts Capital Corp
Title:
Money Concepts Capital Corp
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Money Concepts Capital Corp - Fullerton, CAPresidentsince Jan 2002Xerox - Santa AnaGeneral Business Manager/Western OperationsMar 2009 - Oct 2009
Full Profile

Kuo-hsun Liao Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Operations Manager • Director of Operations • Market Analyst • Market Research Analyst • Student Worker

Experience & Education

Title:
Intern at Ameriprise Financial Services, Inc
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc InternJun 2012 - Sep 2012Family Foods International Operations Manager / Logistic SpecialistAug 2010 - Oct 2011
Full Profile

Reve Gonzales Santa Ana, CA

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Payment Poster at Medical Specialties Managers, Inc.
Location:
Orange County, California Area
Industry:
Banking
Work history:
Medical Specialties Managers, Inc. - Orange,CAPayment Postersince Feb 2010Orange County's Credit Union - Fullerton, CABank TellerJan 2007 - Mar 2009
Full Profile

Patty Noblitt Santa Ana, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Director • Operations Manager • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Surgical Specialist

Experience & Education

Position:
Family Office Accountant at Mark IV Capital
Title:
Personal Financial Specialist at Mark IV Capital
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Mark IV Capital - Newport Beach, CAFamily Office Accountantsince Mar 2001St. Jude Medical Center - Fullerton, CAFinancial AnalystJun 1996 - Mar 2001
Full Profile

Claire Broderick Fullerton, CA

Professions & Specialties

Loan Processor • Loan Officer • Loan Officers • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Vice President of Sales • Operations Manager • Vice President • Chief Executive • SalesForce Administrator • Database Administration Professional • Database Administrator • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Data Scientist • Department Store Salesperson • Retail Professional • Retail Salesperson • Graphic Design Specialist • Graphic Designer • Bachelor of Arts • Web Marketer • Title Examiner • Office Clerk • Clerical Specialist • Higher Education Professional • School Administrator • Educational Manager • Entertainer

Experience & Education

Position:
Home Loan Processor at Wells Fargo Home Mortgage
Location:
Fullerton, California
Industry:
Banking
Work history:
Wells Fargo Home Mortgage - Santa Ana, CAHome Loan Processorsince Jan 2013House of Balsamic - Lake Forest, CAAssistant to the VP of SalesMar 2011 - Oct 2012
Skills:
Technical Writing, SEO, Data Entry, Digital Product Development, Office Administration, Executive...
Full Profile

Mary Le Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounts Receivable • Consumer Goods Professional • Commodities Clerk • Office Clerk • Clerical Specialist • Chiropractor

Experience & Education

Position:
Financial Analyst / Credit at TT Electronics
Title:
Financial Analyst at TT Electronics
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
TT Electronics - Fullerton, CAFinancial Analyst / Creditsince Jun 2011Stanley Black & Decker , Inc. - Lake Forest, CAFP&A Financial AnalystSep 2009 - May 2011
Languages:
Vietnamese
Full Profile

Darrell Rideaux Fullerton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Radio Host • Commercial Announcer • Presenter • Notary Public • Notary • Lawyers • Sales Representative

Experience & Education

Position:
College Football Analyst at ESPN LA 710AM
Location:
Fullerton, California
Industry:
Banking
Work history:
ESPN LA 710AM - Greater Los Angeles AreaCollege Football Analystsince Mar 2003Wells Fargo Bank - 141 W. Bastanchury Rd Fullerton, CA 92835BankerFeb 2011 - May 2013
Languages:
Japanese conversationally
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

Bob Gerbracht Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Owner • Operations Manager • Chief Executive • Leader • Managers • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Market Research Analyst • Marketing Administrator • Health Professional • Health Practitioner

Experience & Education

Position:
Director of Global Marketing at Intex Recreation Corp.
Title:
Director: Global Marketing at Intex Recreation Corp.
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Intex Recreation Corp. - Long Beach, CADirector of Global Marketingsince Nov 2001Gerbracht & Company - Orange County, CAOwnerSep 1999 - Sep 2001
Skills:
Product Development, Packaging, Product Marketing, Strategic Planning, Product Management,...
Full Profile

Bruce Duclos Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Director • Operations Manager • Supporting Member • Analyst • Team Member • Analysts • Certified Public Accountant • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Animal Doctor • Animal Care Giver • Animal Caretaker • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Client Service Officer • Customer Service • Title Examiner

Experience & Education

Position:
Vice President, Small Business Banker at Bank of America
Location:
Orange County, California Area
Industry:
Banking
Work history:
Bank of America - North Orange CountyVice President, Small Business Bankersince Oct 2011Citi - Fullerton, CABusiness BankerAug 2007 - Oct 2011
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

Robert Austin Fullerton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Work

Company:
Zelda benson & associates
Financial advisor
Company:
Rose greene financial - Santa Monica, CA
Financial analyst

Skills

Financial Planning, Asset Allocation, Trading, Portfolio Construction, Investment Analysis,...
Full Profile

Claude Damsa Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Business Analyst • Apprentice • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Model • Market Research Analyst • Project Managers • Commercial Announcer • Presenter

Experience & Education

Position:
Business Analyst at CSUF Auxiliary Services Corporation
Title:
MBA
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
CSUF Auxiliary Services Corporation - Fullerton, CABusiness Analystsince Aug 2007Waddell & Reed Financial Services, Costa Mesa, CA Financial Advisor - InternSep 2008 - May 2009
Skills:
Research, Economics, Planning, Financial Analysis, Business Strategy, ERP, Analysis, Market...
Full Profile

Bryan Buresh Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • DB Administrator • Linux Administrator • Systems Administrator • Database Administration Professional • Database Administrator • Computer Systems Administrator • Consumer Goods Professional • Commodities Clerk • Software Developers • Sales Representative • Bachelor of Science • Managers • Advisor • Trust Law Attorney • Lawyers

Experience & Education

Position:
Senior Ecometry Administrator at Houdini, Inc. DBA Wine Country Gift Baskets
Title:
Senior Ecometry Administrator at Houdini Inc. DBA Wine Country Gift Baskets
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Houdini, Inc. DBA Wine Country Gift Baskets - Fullerton, CASenior Ecometry Administratorsince Aug 2004Victorian Trading Co. - Lenexa, KSSystems AdministratorApr 2001 - Aug 2004
Skills:
E-commerce, SQL, Microsoft SQL Server, Oracle, Visio, HTML, Testing, Project Management,...
Full Profile

Marleny Sura Fullerton, CA

Professions & Specialties

Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Certified Medical Assistant • Medical Assistant • Healthcare Support • Sales Manager • Sales Executive

Experience & Education

Work

Company:
First city credit union - Lakewood, CA
Teller
Company:
Wells fargo
Personal banker/teller (cssr)
Full Profile

Robert Arevalos Fullerton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Sales Representative

Experience & Education

Work

Company:
Cashcall mortgage
Licensed mortgage banker - nmls #395170
Company:
Loandepot - Irvine, CA
Licensed mortgage banker - nmls #395170
Full Profile

Jamie Russell Fullerton, CA

Professions & Specialties

Merchant Teller • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Bank of america
Merchant teller
Full Profile

Joshua Hong Fullerton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Cashier

Experience & Education

Work

Company:
Samurai sushi
Server/cashier
Company:
Pho saigon - La Mirada, CA
Server/cashier

Skills

Proficient in Word, Excel, Powerpoint
Full Profile

Todd Shriber Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Investor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Reporter • School Administrator • Educational Manager

Experience & Education

Position:
Chief ETF Analyst at Benzinga
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Benzinga - Newport Beach, CAChief ETF Analystsince Sep 2009Option Investor - Greater Denver AreaWriter/AnalystApr 2009 - Feb 2012
Skills:
Social Media, News Writing, Public Relations, Speech Writing, Feature Articles, Copywriting, Media...
Full Profile

Ann Gray Fullerton, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Logistics-backroom - Fullerton, CA
Senior funder
Company:
Target - Fullerton, CA
Logistics-flow
Full Profile

Scott Grissom Fullerton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Client Service Officer

Experience & Education

Work

Company:
Bank of america
Personal banker
Company:
Arrowhead credit union - San Bernardino, CA
Senior relationship specialist
Full Profile

Daniel Leo Fullerton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Philanthrope • Construction • Non-Profit • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Volunteer Fellow at Tikkun Olam in Tel Aviv - Jaffa
Location:
Israel
Industry:
Philanthropy
Work history:
Tikkun Olam in Tel Aviv - Jaffa - Tel Aviv, IsraelVolunteer Fellowsince Feb 2012Crane and Associates Financial Planners - Fullerton, CAPersonal Financial ConsultantFeb 2010 - Jan 2012
Full Profile

Heather Hackett Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Enrolled Agent at The Financial Planning Dept., Financial Advisor/Retirement Plan Specialist at...
Title:
Financial Advisor at Newcastle Financial Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
The Financial Planning Dept. Enrolled Agentsince Mar 2011Newcastle Financial Advisors - Fullerton, CAFinancial Advisor/Retirement Plan Specialistsince Mar 2011
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Enrolled Agent, Internal Revenue Service
Full Profile

Linda Bosley Fullerton, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Litigation Support Specialist • Team Member

Experience & Education

Work

Company:
Bank of america
Funder/payment processor

Skills

Word, Excel Powerpoint
Full Profile

Jerry Bue Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Agent • Consumer Goods Professional • Sales and Marketing Manager • Sales Representative • Commodities Clerk • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Owner at Coastal Auto Group LLC
Title:
Owner at Coastal Auto Group
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Coastal Auto Group LLC - Newport Beach CaOwnersince Aug 2009JPU (Just Past You) Sales and MarketingJan 2010 - Aug 2011
Full Profile

Julie Kim Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Agent • Sales Executive • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Manager

Experience & Education

Position:
Agent at Coldwell Banker Best Realty, Sales Associate at Coldwell Banker Best Realty
Title:
Sales Associate at Coldwell Banker Best Realty
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Best Realty - Orange County, California AreaAgentsince Jan 2007Coldwell Banker Best Realty - Fullerton, CASales Associatesince Dec 2006
Languages:
English, Korean
Full Profile

Judi Smedley Fullerton, CA

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Teller • Owner • Chief Executive • Customer Service • Client Service Officer • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Printing Supervisor • Print Worker • High School Diploma • Supervisors

Experience & Education

Position:
Owner at www.OrangeCountyLeather.com
Title:
Business Owner
Location:
Fullerton, California
Industry:
Retail
Work history:
Www.OrangeCountyLeather.com Ownersince Jan 2010Fullerton Community Bank - Anaheim/Placentia, CABank TellerMar 2002 - Apr 2006
Full Profile

Dave Clibon Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Merchandise Team Manager • Sales Support • Consumer Goods Professional • Sales Team Member • Sales Person • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Commodities Clerk • Team Leader • Operations Manager

Experience & Education

Position:
Merchandise Manager at LSJ Designs
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
LSJ Designs Merchandise Managersince Nov 2012Orchard Supply Hardware - San Jose, CaMerchandise ManagerNov 2011 - Aug 2012
Skills:
Merchandising, Retail, Product Development, Private Label, Forecasting, Negotiation, Pricing, Big...
Full Profile

Devashri Patel Fullerton, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Accounting Clerk I • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker

Experience & Education

Work

Company:
Midland oil group llc
Accounting clerk i
Company:
Sul lin cpa - Irvine, CA
Accounting intern

Skills

Computer Skills & Software: General: MS Office (Word, Excel, PowerPoint), Outlook Express,...
Full Profile

Robert Shishino Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Partner • Financial Director • Vice President of Finance • Chief Executive • Financial Officer • Financial Manager • Vice President • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Partner at B2B CFO
Title:
Cash - We help you get it!
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
B2B CFO Partnersince Jun 2013Giochi Preziosi U.S.A., Inc. - Costa Mesa, CACFO, VP Finance and Operations2009 - Jul 2013
Full Profile

Jung Park Fullerton, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Fullerton, California
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Apr 2013U.S. Cellular SOP SupervisorJan 1999 - Sep 2012
Languages:
Korean
Full Profile

Frank Rothwell Fullerton, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Production Director • Director of Operations • Production Control Manager • Production Manager • Operations Manager • Plant Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Director of Operations at Houdini Inc.
Title:
Director of Production / Packaging at Houdini Inc.
Location:
Fullerton, California
Industry:
Consumer Goods
Work history:
Houdini Inc. Director of Operationssince Jun 2003Xerox - El Segundo CaliforniaOperations/ Production Control ManagerFeb 1975 - Jul 2002
Full Profile

Dennis Leonhardt Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at Battery Express
Title:
Battery Express
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Battery Express - Fullerton, CAOwnersince Jun 1997Powertron Vice PresidentJan 1974 - Jan 1999
Skills:
Negotiation, Supply Chain, Sales Management, Strategic Planning, New Business Development, Batteries
Full Profile

Tracy Haines Fullerton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Cashier • Fundraising Officer • Fundraiser • General Education • High School Diploma

Experience & Education

Work

Company:
Home loan center dba lending tree loans - Irvine, CA
Licensed mortgage banker
Company:
Young's market company - Los Angeles, CA
Sales representative / merchandiser

Skills

Proficient with Microsoft Office, Adobe Acrobat, Advisors Assistant, People Soft, PaperPort, Laser...
Full Profile

Helen Song Fullerton, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Student Worker

Experience & Education

Work

Company:
Us bank
Banker
Company:
Massage envy - Brea, CA
Front desk associate

Skills

Flexibility, Adaptability, Managing Multiple Priorities, Leadership and management, Planning and...
Full Profile

Rafael Halili Fullerton, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at JWE Group
Title:
Financial Consultant
Location:
Fullerton, California
Industry:
Financial Services
Work history:
JWE Group - Fullerton, CaliforniaFinancial Consultantsince Jan 2012Financial Network Investment Corporation, Member SIPC Financial ConsultantApr 1996 - Dec 2011
Full Profile

Desiree Jones Fullerton, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Member Service Representative • Membership Advisor • Advisor • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Schools first federal credit union
Member service representative
Company:
Opus bank - Fullerton, CA
Sr. financial services representative

Skills

Data entry, Supervisory, Account research, Account maintenance, Cash handling
Full Profile

Kim Jaso Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Shop Manager • Vice President • Chief Executive • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Bank Private Banker, Assistant Vice President at Wells Fargo, Store Manager, Assistant...
Title:
Regional Private Banker at Wells Fargo
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Wells Fargo - Fullerton, CARegional Bank Private Banker, Assistant Vice Presidentsince Oct 2011Wells Fargo Store Manager, Assistant Vice Presidentsince Jun 1989
Full Profile

Kristin Evans Santa Ana, CA

Professions & Specialties

Trader • Portfolio Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Non-Profit

Experience & Education

Position:
Trader/Portfolio Manager at Columbia Capital LLC
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Columbia Capital LLC - Fullerton, CATrader/Portfolio Managersince May 2012
Full Profile

Keri Bird Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Technical Assistant at Behr Process Corporation
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Behr Process Corporation Technical Assistantsince Feb 2000Vista Paint - Fullerton, CAProperty Management, Sales1998 - 2000
Full Profile

Hope Hamilton Fullerton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Controller • Independent Business Owners • Team Member • Managers

Experience & Education

Work

Company:
Self employed
Financial consultant
Company:
Wasser filtration, inc - Fullerton, CA
Controller
Full Profile

Daniel Maguire Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Consumer Goods Professional • Commodities Clerk • Controller

Experience & Education

Position:
CFO at Houdini, Inc.
Title:
CFO at Houdini
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Houdini, Inc. - Fullerton, CACFOsince 1995American Eagle Manufacturing Controller1994 - 1995
Full Profile

Nathan Pimentel Fullerton, CA

Professions & Specialties

Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations

Experience & Education

Work

Company:
Wiretech, inc
Inside sales represenative
Company:
Bank of america - Bellflower, CA
Teller, business teller, operations manager, and personal banker
Full Profile

James Somera Fullerton, CA

Professions & Specialties

Commercial Teller • Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Shift Supervisor • Shift Manager • Managers

Experience & Education

Work

Company:
Jp morgan chase- newport beach - Santa Ana, CA
Commercial teller
Company:
Boston market - Buena Park, CA
Shift supervisor
Full Profile

Jeremy Somera Fullerton, CA

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Gap inc - Westminster, CA
Sales associate
Company:
Wells fargo bank - Anaheim, CA
Bank teller
Full Profile

Meng Lee Fullerton, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Certified Auditor • Financial Compliance Examiner • Auditor • Analysts • Bachelor of Science • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Irvine ranch water district
Accounting consultant
Company:
Olive crest treatment centers - Santa Ana, CA
Grant & financial consultant
Full Profile

Jason Fagan Fullerton, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers

Experience & Education

Work

Company:
Conaway & conaway, jp turner & company
Financial planner & wealth strategist
Company:
National security agency/us army - San Antonio, TX
Global economic and financial intelligence analysis supervisor

Skills

Series 7 - General Securities Representative, Series 66 - Uniform Combined State Law, and CA Life...
Full Profile


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