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Financial Services Professionals in La Jolla, CA

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249 results found

Werner Heid La Jolla, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Partner • Corporate Executive • Chief Executive • Consumer Goods Professional • Commodities Clerk • Advisor • Operations Manager • Vice President • Management Team Executive • Managers • Brand Planner • Brand Representative • Information Technology Specialist • IT Specialist • Entertainer

Experience & Education

Position:
SVP Global Sales & Marketing at Logitech
Title:
High-Tech Senior C-level Executive
Location:
La Jolla, California
Industry:
Consumer Electronics
Work history:
Logitech - Newark, CaliforniaSVP Global Sales & Marketingsince Feb 2009HGI Partners LLC Executive Advisor to American Capital Strategies (NASDAQ: ACAS)Oct 2006 - Feb 2009
Skills:
P&L Management, Latin America, Outsourcing, Business Growth, Mergers, Strategic Planning,...
Languages:
English, German, Spanish
Full Profile

Brandon Asher La Jolla, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Science • Advisor • Supporting Member • Construction • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • General Counsel • Of Counsel • Jurist • Legal Counsel • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Administrative Officer • Chief Executive • Biological Scientist

Experience & Education

Position:
Financial Advisor | Global Wealth Management Group | Morgan Stanley Smith Barney at Morgan Stanley...
Title:
Financial Advisor | Global Wealth Management Group | Morgan Stanley Smith Barney
Location:
La Jolla, California
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor | Global Wealth Management Group | Morgan Stanley Smith Barneysince May 2011Coffman Specialties, Inc Associate General CounselMay 2008 - May 2011
Skills:
Financial Advisory, Trust Services, Investments, Insurance, Corporate Law, Fixed Annuities,...
Full Profile

Andres Mazabel San Diego, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Client Banker at JPMorgan Chase
Title:
Experienced Licensed Private Client Banker
Location:
Greater San Diego Area
Industry:
Banking
Work history:
JPMorgan Chase - La Jolla, CAPrivate Client Bankersince Mar 2008
Languages:
English, Spanish
Full Profile

Mary Adams San Diego, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Account Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Concierge • Chief Administrative Officer • Chief Executive • House Cleaner • Housekeeping Aide • Cleaning Worker • Bookkeeper

Experience & Education

Position:
Personal Banker at Wells Fargo Bank
Title:
Highly Experienced Sales Representative & Account Manager
Location:
San Diego, California
Industry:
Banking
Work history:
Wells Fargo Bank - La Jolla, CAPersonal Bankersince Apr 2011Park Hyatt Aviara - Carlsbad, CAConciergeJul 2010 - Nov 2010
Full Profile

Frank Hewitt San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Planner • Financial Management Analyst • Advertising Professional • Advertising Sales Agent • Philanthrope • Non-Profit • Marketing Professional • Brand Representative • Business Administrator • Agent • Sales Person • Sales Representative • Promoter • Bachelor of Science • Master of Science • Accounting Bookkeeper • Bookkeeper • Operations Manager • Marketing Manager

Experience & Education

Position:
Partnerships at StayClassy
Location:
Greater San Diego Area
Industry:
Marketing and Advertising
Work history:
StayClassy - Greater San Diego AreaPartnershipssince Jan 2013Morgan Stanley Smith Barney - La Jolla, CAFinancial Advisor - Investment SalesOct 2009 - Feb 2012
Skills:
Financial Services, Event Management, Sales, Brand Awareness, Interpersonal Skill, Communication,...
Certifications:
Series 7, FINRA
Series 31, FINRA
Full Profile

Matt Ramirez San Diego, CA

Professions & Specialties

Equity Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Orderly • Estimator • Financial Analyst • Technical Specialist • Technical Support Specialists • Property Manager • Real Estate Manager • Financial Manager • Project Managers • Buyer and Seller • Sales Representative • Design Professional • Design Expert

Experience & Education

Position:
Equity Trader at LPL Financial
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
LPL Financial - San DiegoEquity Tradersince Apr 2012Noble Americas Energy Solutions, LLC - San Deigo, CACommodity AnalystJan 2012 - Apr 2012
Full Profile

John Wheeler San Diego, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Advisor • Counselor • Chief Executive Officer • Vice President • Business Development Manager • Chief Operating Officer • Corporate Executive • Chief Executive • Operations Manager • General and Operations Manager • Director of Operations • Sports Trainer • Sports Trainers • Wheeler • Automobile Mechanic • Automotive Specialist • Automotive Professional • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Certified Nurse Aide • Nurse • Nurse Practitioner • Host

Experience & Education

Position:
CEO Coach at John M. Wheeler Consulting
Title:
Business Advisor
Location:
Greater San Diego Area
Industry:
Management Consulting
Work history:
John M. Wheeler Consulting - greater san diego areaCEO Coachsince Jul 2009Regents Bank - la jolla, caVice PresidentSep 2012 - Aug 2013
Full Profile

Mollie Toper La Jolla, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Consumer Goods Professional • Equipment Tools Purchasing Agent • Commodities Clerk • Department Store Salesperson • Retail Professional • Retail Salesperson • Apprentice • Model • Student Worker • Sales Engineering Specialist • Sales Engineer • Team Member • Office Clerk • Clerical Specialist • Analysts • Psychology Specialist • Operations Manager

Experience & Education

Position:
MBA Student at Rady School of Management
Title:
MBA 2014, Rady School of Management, UC San Diego
Location:
La Jolla, California
Industry:
Consumer Goods
Work history:
Rady School of Management MBA Studentsince 2012E. & J. Gallo Winery - Modesto, CAMBA Intern, Supply ChainJun 2013 - Aug 2013
Full Profile

Charles Stanley San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Advisor • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Model • Agent • Sales Representative • Commercial Announcer • Presenter

Experience & Education

Position:
Wealth Manager at Trovena, LLC, Investment Advisor at Trovena Investment Advisors, Freelance Writer ...
Title:
Wealth Manager at Trovena, LLC
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Trovena, LLC Wealth Managersince Dec 2008Trovena Investment Advisors - La Jolla, CAInvestment Advisorsince Oct 2008
Skills:
Freelance Writing, Wealth Management, Estate Planning, Investments, Financial Advisory, Retirement...
Full Profile

Brooke Davidson San Diego, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Marketing Administrator • Brand Planner • Advertising Sales Agent • Brand Representative • Sales Person • Account Service Manager • Consumer Goods Professional • Sales Representative • Client Service Officer • Commodities Clerk • Public Relations Representative • Public Relations Specialist • PR and Communications Professional • Public Relations Professinal • Marketing Manager • Customer Service • Operations Manager • Chief Executive • Food and Beverage Attendant • Student Worker

Experience & Education

Position:
Marketing Communications Specialist at Good Source Solutions
Title:
Experienced Marketing Professional
Location:
Greater San Diego Area
Industry:
Consumer Goods
Work history:
Good Source Solutions - Carlsbad, CAMarketing Communications Specialistsince Jun 2006San Diego Padres - San Diego, CAPR RepresentativeFeb 2009 - Mar 2010
Full Profile

Gor Sardarian San Diego, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Researcher • Survey Researcher • Sales Account Associate • Sales Executive • Customer Relations • Sales Manager

Experience & Education

Position:
Researcher at NanoTumor Center in Moore's Cancer Center at UC, San Diego
Title:
Researcher
Location:
San Diego, California
Industry:
Nanotechnology
Work history:
NanoTumor Center in Moore's Cancer Center at UC, San Diego - Moores Cancer Center 3855 Health Sciences Dr, La Jolla, CA 92093Researchersince Jul 2013ING Direct - 11175 Santa Monica Blvd Los Angeles, CA 90025Sales Associate / BankerApr 2008 - Oct 2010
Languages:
English, Russian, Armenian
Certifications:
Biosafety Bloodborne Pathogens
Laboratory Safety Principles
Full Profile

Vic Garcia San Diego, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Planner • Representative • Commander • Captain • Lawyers • Project Managers

Experience & Education

Position:
Financial Planner at My Trusted Advisor, LLC, Commander at US Navy, Naval Reserve Officer at US...
Title:
Financial Planner
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
My Trusted Advisor, LLC - Greater San Diego AreaFinancial Plannersince Sep 2012US Navy Commandersince Oct 2007
Skills:
Wealth Management, 401k, 401k Rollovers, Investment Advisory, Investment Management, Retirement...
Full Profile

Sofiya Zhovnovataya La Jolla, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Administrative Officer • Chief Executive • Counselor • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Southeastern Regional Consultant at Altegris Investments
Location:
La Jolla, California
Industry:
Financial Services
Work history:
Altegris Investments Vice President, Southeastern Regional Consultantsince Feb 2011UBS International Division Investment AssociateApr 2008 - Dec 2010
Skills:
Portfolio Management, Mutual Funds, Series 7, Alternative Investments, Financial Analysis,...
Languages:
Spanish, Russian
Full Profile

Bonnie Lee La Jolla, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Marketing Professional • Advertising Sales Agent • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Administrative Clerk • Clerical Specialist • Non-Profit • Managers • Operations Manager

Experience & Education

Position:
Financial Consultant at Memory Stream
Location:
La Jolla, California
Industry:
Financial Services
Work history:
Memory Stream - La Jolla, CAFinancial Consultantsince Aug 2011Alpha Kappa Psi Active MemberApr 2009 - Jun 2011
Full Profile

Dick Lowry La Jolla, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Director of Business Development • Business Development Manager • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Healthcare Support

Experience & Education

Title:
Sales Manager, Soitec Solar Energy Business Unit
Location:
La Jolla, California
Industry:
Renewables & Environment
Work history:
SOITEC Sales ManagerMay 2011 - Apr 2013Blue Oak Energy Director of Business DevelopmentJan 2009 - Jan 2011
financier
Full Profile

Dennis Bell La Jolla, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Client Service Officer • Bachelor of Science • Business Administrator • Team Member • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Financial advisor lpl financial
Company:
Trade financial and jp morgan chase
Financial advisor peninsula bank, e

Skills

Ability to work as a team player in a fast paced environment. Ability to meet and exceed sales and ...
Full Profile

Justin Kuntz San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Master of Science • Student Worker • Market Research Analyst • Chief Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Del Mar, CAFinancial Advisorsince Oct 2012Thrivent Financial for Lutherans - La Jolla, CAFinancial RepresentativeDec 2011 - Oct 2012
Languages:
English, Italian, Spanish
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Miranda Klassen San Diego, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Founder • Board Member • Chief Executive • Founding Member • Management Team Executive • Operations Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Health Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Asst. Vice President, Business Banker at Pacific Premier Bank (Formerly San Diego Trust), Founder...
Title:
Business lending and banking specialist
Location:
Greater San Diego Area
Industry:
Banking
Work history:
Pacific Premier Bank (Formerly San Diego Trust) - Greater San Diego AreaAsst. Vice President, Business Bankersince Nov 2009AFE Foundation - 1611 S. Melrose Drive # 152 Vista, CA 92008Foundersince Jul 2008
Full Profile

Cooper Waddell La Jolla, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Manager • Business Intelligence Professional • Managers • Business Consultant • Advisor • Entertainment Professional • Entertainer • Computer Games Professional • Computer Specialist • Analysts • School Administrator • Educational Manager • Customer Relations • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Manager of Client Strategy at EEDAR
Location:
La Jolla, California
Industry:
Computer Games
Work history:
EEDAR - Carlsbad, CAAssociate Manager of Client Strategysince Jun 2013Bankers Life and Casualty Company - San Diego, CAFinancial AdvisorJan 2012 - Jun 2013
Skills:
Series 7, Video Games, Account Management, Market Research, Marketing, Social Media, Social Games,...
Languages:
English, Spanish
Certifications:
Series 7
Series 66
Full Profile

Jesse Guzman La Jolla, CA

Professions & Specialties

Investment Banking Analyst • Banking Professional • Banker • Financial Services Professional • Financial Services Sales Agent • Teller • Counselor • Advisor • Business Administrator • Analysts • Partner • Operations Manager • Chief Executive • Bachelor of Science • Market Research Analyst • Student Worker

Experience & Education

Position:
Investment Banking Analyst at BB&T Capital Markets
Location:
La Jolla, California
Industry:
Investment Banking
Work history:
BB&T Capital Markets Investment Banking Analystsince Apr 2011PCG Asset Management - La Jolla, CaliforniaConsultantNov 2010 - Apr 2011
Skills:
CFA Level I, Series 63, Series 79, Valuation, Financial Modeling, Investment Banking, Market...
Full Profile

James Opiela La Jolla, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Account Associate • Sales Representative • Sales Executive • Chairperson • Chief Executive • Sales Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Contractor • Independent Business Owners

Experience & Education

Position:
Broker/President at California Realty OnLine Inc.
Title:
Broker/President California Realty OnLine Inc. California's 100% Commission Brokerage
Location:
La Jolla, California
Industry:
Real Estate
Work history:
California Realty OnLine Inc. - San DiegoBroker/Presidentsince Jan 2013Coldwell Banker Residential Brokerage Sales AssociateApr 2009 - Jun 2010
Skills:
Property Management, Foreclosures, Short Sales, Real Estate, First Time Home Buyers, REO,...
Full Profile

Alisa Feldman San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Recruiting Director • Personnel Manager • Personnel Specialist • Recruitment • Guide • Tour Guide • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Services Professional at The Pollakov Financial Group, Director of Recruiting at The...
Title:
Financial Services Professional at The Pollakov Financial Group
Location:
Greater San Diego Area
Industry:
Insurance
Work history:
The Pollakov Financial Group - 4275 Executive Sq. Suite 400 La Jolla, CA 92037Financial Services Professionalsince Jun 2010The Pollakov Financial Group - La Jolla, CaDirector of Recruitingsince 2010
Skills:
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Retirement,...
Full Profile

Meredith Miller San Diego, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Tax Accountant • Independent Business Owners • Contractor • Student Worker

Experience & Education

Position:
Tax Accountant at Welk Resort Group
Location:
San Diego, California
Industry:
Accounting
Work history:
Welk Resort Group Tax Accountantsince Apr 2013Recruit 121 LLC - La Jolla, CAFinancial SpecialistJan 2011 - Apr 2013
Full Profile

Aaron Cannata San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Administrative Clerk • Clerical Specialist • Software Engineer • Java Developer • Database Administration Professional • Database Administrator • Software Developers • Software Developer • Bachelor of Science • Recruitment • Corporate Executive • Chief Executive

Experience & Education

Position:
Financial Advisor & Registered Representative at New England Securities
Location:
San Diego, California
Industry:
Financial Services
Work history:
New England Securities - 3131 Camino Del Rio North Suite 1250, San Diego, CA 92108Financial Advisor & Registered Representativesince Mar 2012Honest Label Foods - Greater San Diego AreaSales and Marketing ExecutiveMay 2011 - Jan 2012
Skills:
Management, Strategic Planning, Investments, Sales, Analysis, Research, Strategic Financial...
Full Profile

Bridget Grimes San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive • Advisor • Speaker • Spokesperson • Representative • Promoter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Advisor, Women's Practice Group at HoyleCohen, LLC
Title:
Financial Solutions and Strategies for Executive Women, and Champion of Women Business Leaders
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
HoyleCohen, LLC - San Diego,CAWealth Advisor, Women's Practice Groupsince Jul 2012Morgan Stanley Smith Barney - La Jolla, CAFinancial AdvisorApr 2010 - Jul 2012
Full Profile

Bruce Jacobson La Jolla, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Director • Founding Member • Chief Executive • Operations Manager • Customer Service • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Business Administrator • Managers • Master of Science • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Financial Consultant at Wedbush Securities
Title:
Financial Consultant
Location:
La Jolla, California
Industry:
Financial Services
Work history:
Wedbush Securities - 1200 Prospect St Ste 350, La Jolla CA 92037Financial Consultantsince Jan 2010Citi Smith Barney Financial AdvisorApr 2004 - Jan 2010
Full Profile

Bryan Mcsweeney La Jolla, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Master of Business Administration • Advisor

Experience & Education

Work

Company:
Uvest/lpl financial services - San Diego, CA
Financial advisor
Company:
Charles schwab - Los Altos, CA
Financial consultant
Full Profile

Chang Chi La Jolla, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Customer Service • Administrative Associate • Administrative Clerk • Clerical Specialist • Internet Marketing Manager • Web Marketer • Marketing Manager • Operations Manager

Experience & Education

Title:
Bilingual UCSD Graduate with experience in Sales, Operations, and Marketing.
Location:
La Jolla, California
Industry:
Consumer Goods
Work history:
GUNNAR Optiks Marketing AssistantMar 2010 - Oct 2010GUNNAR Optiks Customer Service RepresentativeFeb 2009 - Oct 2010
Skills:
Marketing, Sales, Operations, Public Speaking, Shipping, Microsoft Office, Sports, Delegation,...
Full Profile

Bradley Bianchi La Jolla, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Training Manager • Managers • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Allstate financial services
Exclusive financial specialist
Company:
Brenton's bar & grill
Proprietor
Full Profile

Edward Badal San Diego, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Researcher • Survey Researcher • Department Store Salesperson • Retail Professional • Retail Salesperson • Health Professional • Health Practitioner

Experience & Education

Position:
Director of Global Operations at EXUSMED
Title:
Director of Global Operations at EXUSMED Inc.
Location:
San Diego, California
Industry:
Financial Services
Work history:
EXUSMED - La Jolla, CADirector of Global Operationssince Jul 2012LPL Financial Financial PlannerAug 2010 - Feb 2012
Full Profile

Leigh Markey La Jolla, 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 Wells Fargo Advisors
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
La Jolla, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors - La Jolla, CA 92037Financial Advisorsince Jan 2013Miller Tabak - Del Mar, CaliforniaDerivative and Cash Sales TradingOct 2010 - Oct 2012
Full Profile

Jonathan Aires San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Northwestern Mutual - La Jolla, CAFinancial Advisorsince Oct 2009
Full Profile

David Wilson La Jolla, 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 Wells Fargo Advisors
Location:
La Jolla, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors - La Jolla, CAFinancial Advisorsince Nov 2012Morgan Stanley Wealth Management - Downtown, San DiegoClient Service AssociateJun 2011 - Nov 2012
Skills:
Investment Planning, Portfolio Management, Stocks, Bonds, Mutual Funds, ETFs, 401(k), Lending, Home ...
Full Profile

Sandra Reck Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Team Member • Operations Manager • Sales Manager • Sales Executive • Sales Representative

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Edward Jones - Carlsbad, CA 92011Financial Advisorsince 2012Merrill Lynch - La Jolla, CAPrivate Wealth Management2012 - 2012
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Ian Dunigan San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Title:
Account Executive at Balboa Capital
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Balboa Capital - Irvine, CAAccount ExecutiveJul 2012 - Nov 2012The Pollakov Financial Group, Inc. A general agency of Massachusetts Mutual Life Insurance Company - 4275 Executive Square, Suite 400, La Jolla, CA. 92037Financial Services ProfessionalJun 2011 - Apr 2012
Full Profile

Eric Valentine San Diego, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Financial Director • Manager • Financial Officer • Financial Manager • Operations Manager • Human Resources Specialist • Recruitment • Cardiologist • Surgical Specialist • Equipment Tools Purchasing Agent • Sales Representative • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Ceremonies • Entertainer • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Medical Assistant • Medical Assistant • Healthcare Support • Automotive Specialist • Automotive Professional • Customer Service

Experience & Education

Position:
Relationship Banker at Chase Investments, a part of J.P. Morgan Securities LLC
Title:
Relationship Banker, Banking Center Branch Manager, Business Banker, Insurance Agent
Location:
Greater San Diego Area
Industry:
Banking
Work history:
Chase Investments, a part of J.P. Morgan Securities LLC - La Jolla, CARelationship Bankersince Mar 2013Comerica Bank - Del Mar, CABusiness BankerAug 2012 - Mar 2013
Full Profile

Brittany Malkin San Diego, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • DB Administrator • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Manager at Extended Service Contract Advisors, DBA WholesaleWarranties.com
Title:
Sales Manager
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Extended Service Contract Advisors, DBA WholesaleWarranties.com - Greater San Diego AreaSales Managersince Aug 2011Wells Fargo Bank - La Jolla, CAPersonal BankerJul 2008 - Aug 2011
Full Profile

Michelle Puhek San Diego, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Managers • Contractor • Independent Business Owners

Experience & Education

Position:
REALTOR® at Coldwell Banker
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
Coldwell Banker - CarlsbadREALTOR®since Jul 2013Real Estate Center - San Diego, CAREALTOR®Mar 2011 - Jul 2013
Languages:
Spanish
Full Profile

Mark Ruyle La Jolla, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Army Lieutenant Colonel

Experience & Education

Position:
Financial Specialist at AAA
Title:
Life Insurance Specialist
Location:
La Jolla, California
Industry:
Insurance
Work history:
AAA - Del Mar and La JollaFinancial Specialistsince Dec 1999Mark Ruyle Insurance Agency Inc. - Mill Valley CAInsurance brokerageJan 1994 - Dec 2000
Full Profile

Meg Lebastchi La Jolla, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Designers

Experience & Education

Position:
Realtor Associate at Coldwell Banker Previews International
Location:
La Jolla, California
Industry:
Real Estate
Work history:
Coldwell Banker Previews International - La JollaRealtor Associatesince Jun 2001Los Angeles Architectural Companies - San DiegoProject DesignerAug 1985 - Jan 1991
Full Profile

Patricia Denning La Jolla, CA

Professions & Specialties

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

Experience & Education

Position:
SFR RMS, ePro Certified at Coldwell Banker, La Jolla, CA
Title:
Broker Associate at Coldwell Banker, Realtor,
Location:
La Jolla, California
Industry:
Real Estate
Work history:
Coldwell Banker, La Jolla, CA SFR RMS, ePro Certifiedsince Jan 2010La Jolla Willis AllenSep 2007 - Dec 2010
Full Profile

Kelly Harmon La Jolla, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Brand Officer • Chief Executive • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Entertainer • Brand Representative

Experience & Education

Title:
Marketing & Brand Management
Location:
La Jolla, California
Industry:
Consumer Goods
Work history:
Korbel Champagne Cellars Brand ManagerMay 2007 - 2009M&M / Mars Inc. MarketingJun 2005 - 2007
Full Profile

Nick Richardson San Diego, CA

Professions & Specialties

Mortgage Loan Officer • Loan Officer • Banker • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Loan Officer / Mortgage Banker / Lender - Jumbo, FHA, VA, First Time Home Buyers, Renovation Loans...
Title:
Mortgage Loan Officer at Prospect Mortgage, LLC
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Prospect Mortgage, LLC - La Jolla, CALoan Officer / Mortgage Banker / Lender - Jumbo, FHA, VA, First Time Home Buyers, Renovation Loanssince Aug 2012
Full Profile

Annie Rutan San Diego, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Account Service Manager • Client Service Officer • Customer Service • Psychology Specialist

Experience & Education

Position:
Real Estate Agent at Coldwell Banker Residential Brokerage
Title:
Realtor at Coldwell Banker
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - 930 Prospect St, La Jolla CA 92037Real Estate Agentsince Jun 2012WHERE Magazine Account ExecutiveJan 2010 - Aug 2010
Skills:
Negotiation, Real Estate, Selling, Short Sales, Investment Properties, Sellers, REO, Condos,...
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Erin Woolf La Jolla, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Private Mortgage Banking at Wells Fargo Home Mortgage
Location:
La Jolla, California
Industry:
Financial Services
Work history:
Wells Fargo Home Mortgage Private Mortgage Bankingsince Apr 2004Wells Fargo Private Mortgage BankerJul 2002 - Dec 2008
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Kelli Halvorson San Diego, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Mortgage Loan Originator at W.J. Bradley Mortgage Capital, LLC
Title:
Mortgage Loan Originator
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
W.J. Bradley Mortgage Capital, LLC - San DiegoMortgage Loan Originatorsince Jul 2012Integrity First Financial Group Financial SpecialistOct 2011 - Jul 2012
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Jay Roth La Jolla, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at Best Day Ever
Title:
Best Day Ever
Location:
La Jolla, California
Industry:
Consumer Goods
Work history:
Best Day Ever Ownersince 2010ZEFR Composites Owner2002 - 2007
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Brian Armston San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Smith Barney
Title:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Smith Barney - La Jolla, CAFinancial Advisorsince Jan 2007Merrill Lynch Financial AdvisorMar 2005 - Jan 2007
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Gerry Gendron La Jolla, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper • Automotive Professional

Experience & Education

Position:
Private Client Banker at JPMorgan Chase
Location:
La Jolla, California
Industry:
Banking
Work history:
JPMorgan Chase - La Jolla, CAPrivate Client Bankersince Aug 2009Enterprise Rent-A-Car - Greater San Diego AreaManagerMar 2004 - Jul 2009
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Shawn Woolf San Diego, CA

Professions & Specialties

Banker • Mortgage Loan Officer • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Mortgage Banker at Wells Fargo Bank
Location:
Greater San Diego Area
Industry:
Banking
Work history:
Wells Fargo Bank - 7855 Ivanhoe Ave, La Jolla, Ca 92037Private Mortgage Bankersince Jan 2010Bank of America - Bank of AmericaMortgage Loan OfficerJan 2009 - Dec 2009
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Financial Services Professionals near La Jolla, CA03,5147,02810,54214,05617,570San DiegoCarlsbadEncinitasDel MarLa MesaRancho Santa FeSolana BeachNational CityLemon GroveCardiff by the Sea