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Financial Services Professionals in California

Financial Services Professionals in Laguna Beach, CA

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250 results found

Lara Pearsall Santa Ana, CA

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Underwriter • Finance and Accounting Specialist • Auditor • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Analyst • Independent Contractor • Analysts • Contractor • Insurance Professional • Notary • Lawyers • Agent • Sales Representative • Client Service Officer • Chief Executive • Operations Manager • Customer Service • Property Manager • Real Estate Manager • Computer Specialist

Experience & Education

Position:
Remote DE Underwriter at REMOTE DE UNDERWRITER
Title:
Remote DE Underwriter
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
REMOTE DE UNDERWRITER - Remote FHA Underwriter for New Jersey based companyRemote DE Underwritersince Jan 2013Allonhill - Remote Contract Underwriter for Denver based CompanyRemote Credit Risk Analyst, Due Diligence, Compliance, AuditorAug 2012 - Dec 2012
Certifications:
California Real Estate Agent, Real Estate Salesperson
Resident Insurance Producer/Agent, Property Broker-Agent & Accident/Health & LIfe
Full Profile

Lee Jones Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Union Bank
Title:
Senior Financial Advisor
Location:
Orange County, California Area
Industry:
Banking
Work history:
Union Bank - Huntington Beach, CASenior Financial Advisorsince Jan 2012JPMorgan Chase - Laguna Hills, CAFinancial AdvisorOct 2004 - Dec 2011
Full Profile

Greg Mcgrath Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Consumer Goods Professional • Commodities Clerk • Account Manager • Financial Officer • Financial Manager • Marketing Manager • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Retail Design Architect • Market Research Analyst • Product Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Human Resources Specialist • Recruitment • Business Administrator

Experience & Education

Position:
Product Manager at Crown Bolt
Title:
Sales & Product Category Management - Consumer Products - Bilingual Chinese
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Crown Bolt - Aliso Viejo, CAProduct Managersince Oct 2011Independent Sourcing Co. - Laguna Beach, CAAccount ManagerJan 2009 - Sep 2011
Skills:
Fluent in Mandarin Chinese, Apparel, Budgets, Footwear, Import, Export, China Business Development, ...
Languages:
Chinese, English
Full Profile

John Mclaughlin Laguna Beach, CA

Professions & Specialties

Day Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Sports Trainer • Sports Trainers • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President - Day Trading Coach - Email: John@DayTradersWin.com at DayTradersWin.com - John...
Title:
Helping troubled Daytraders, Income Potantial: $300K+ a year, Day Trading Stocks, NEW School
Location:
Laguna Niguel, California
Industry:
Financial Services
Work history:
DayTradersWin.com - John McLaughlin, Day Trading Coach, President - Lagun Niguel, California, USAPresident - Day Trading Coach - Email: John@DayTradersWin.comsince Jan 2002DayTradersWin.com - Laguna, CaliforniaDay Trading - Day Trader (Day Trading Stocks) - Day Trading COACHsince Jan 2000
Skills:
Day Trading, Day Trading Stocks, Daytrading, Day Trader, Day Trading Rules, Day Trading Strategies, ...
Full Profile

Brett La Tourette 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 • Management Information Systems Administrator • Information Technology Administrator • Computer Systems Administrator • Operations Manager • Chief Executive • Controlling Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Human Resources Specialist • Recruitment • Instructor • Pedagogue • Biotechnology Professional • Biologist • Biological Scientist • Business Administrator • Jurist • Legal Counsel

Experience & Education

Position:
Director of Finance at Quinn Medical
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Quinn Medical - Mission Viejo, CaliforniaDirector of Financesince Aug 2012Alacer Corp - Foothill Ranch, CAControllerMar 2007 - Nov 2012
Skills:
Accounting, Medical Devices, Quality Systems, Database Design, Budgeting, Financial Reporting,...
Full Profile

Derek Shaw Laguna Beach, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Cosmetologist • Beautician • Director • Board Member • Operations Manager • Management Team Executive • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Bachelor of Science • Business Administrator • Clerical Specialist • Analysts • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Brand Representative

Experience & Education

Position:
Director of Trade Marketing at Pacific World Corporation, Board Member at Laid Brand Professional...
Title:
Beauty Professional
Location:
Aliso Viejo, California
Industry:
Consumer Goods
Work history:
Pacific World Corporation - Aliso Viejo, CADirector of Trade Marketingsince Dec 2012Laid Brand Professional Hair Care - Greater Los Angeles AreaBoard Membersince May 2011
Skills:
Microsoft Office, Excel, Word, PowerPoint, Internet Explorer, Access, Visio, Outlook, Minitab,...
Full Profile

Joni Nickrent Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Consumer Goods Professional • Commodities Clerk • Marketing Manager • HR Manager • Chief Executive • Operations Manager • Sales Support • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Arts • Supporting Member • Team Member • Graphic Designer • Market Research Analyst

Experience & Education

Position:
Senior Product Manager for Rose Art/Mega Brands at Mega Brands, Artist at Pop Art Minis
Title:
Senior Product Manager, Rose Art-Mega Brands
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Mega Brands - Irvine, CASenior Product Manager for Rose Art/Mega Brandssince Nov 2011Pop Art Minis Artistsince Jul 2009
Skills:
Social Networking, Product Concept, Product Development, Budgets, Product Costing, Art, Product...
Full Profile

Nikolai Tereschenko Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Food Service Workers • Manager • Restaurant Manager • Chief Commercial Officer • Operations Manager • Food Service Director • Chief Executive • Business Administrator • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Food Service Manager • Food Service Supervisor

Experience & Education

Position:
Banker at OneWest Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
OneWest Bank Bankersince Jul 2012Romeo Cucina, Mediterranean Gourmet - Laguna Beach, CARestaurantJul 2011 - Jun 2012
Languages:
Russian, German
LICENSED FINANCIAL SPECIALIST at WACHOVIA
Full Profile

Albert Bui Irvine, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Business Owners • Advisor • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Accounting Bookkeeper • Bookkeeper • Chief Executive • Sports Trainers

Experience & Education

Position:
Financial Consultant at Self Employed, Mortgage Planning Specialist at New American Funding
Title:
Mortgage Planning Specialist
Location:
Irvine, California
Industry:
Real Estate
Work history:
Self Employed - South Orange CountyFinancial Consultantsince Feb 2013New American Funding - IrvineMortgage Planning Specialistsince Jan 2012
Skills:
Information Systems, Real Estate Finance, Personal Finance, FHA, VA, Mortgage, Conventional,...
Full Profile

Donna Montgomery Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Independent Consultant • Independent Contractor • Counselor • Advisor • Contractor • Independent Business Owners

Experience & Education

Position:
Independent Consultant at Free Lancer ( Self Employed) (Self-employed)
Title:
Consumer Goods Professional
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Free Lancer ( Self Employed) - Aliso Viejo, CAIndependent Consultantsince Feb 2011Kraft Foods West Area Customer Sales Operations Mgr2000 - 2008
Full Profile

Melinda Trevino Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Vice President of Finance • Financial Officer • Financial Manager • Vice President • Chief Executive • Operations Manager • Counselor • Publisher • Construction • Organization Management • Advisor • Publishing Professional • Master of Business Administration • Bachelor of Arts • Property Manager • Real Estate Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
CFO at Trevino Family Investments
Location:
Laguna Beach, California
Industry:
Accounting
Work history:
Trevino Family Investments - Laguna Beach, CACFOsince Sep 2007Alpha Chi Omega - Pi Chapter Financial AdvisorSep 2009 - Dec 2011
Skills:
Books, Financial Planning, Budgeting, Financial Reporting, Accounting, SEC reporting, Quickbooks,...
Full Profile

Sam Stamper Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Chief Executive Officer • Marketing Manager • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Mortgage Banker & Branch Manager at American Financial Network, Business Development - CEO at...
Title:
Branch Manager at American Financial Network
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
American Financial Network - 65 Enterprise Aliso Viejo CA 92656Mortgage Banker & Branch Managersince Nov 2012EveryLoan.com - 65 Enterprise # 485 Aliso Viejo, CA 92656Business Development - CEOsince Jan 2002
Skills:
New Business Development, Marketing, Mortgage Banking, Online Marketing, Email Marketing, Social...
Full Profile

Nick Vona Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Free Lance Artist • Animator • Fine Art Professional • Art Professional • Arts Professional • Java Developer • Software Developer • Software Developers • Independent Artisan • Arts and Crafts Specialist • Craft Artist • Computer Specialist • Managers • Advisor • Operations Manager • Department Supervisor • Manager

Experience & Education

Position:
Artist at Trader Joe's, Artist/Animator at Freelance Artist/Animator
Title:
Artist/Animator at Freelance Artist/Animator
Location:
Orange County, California Area
Industry:
Animation
Work history:
Trader Joe's - Aliso Viejo, CAArtistsince Jun 2012Freelance Artist/Animator - Laguna Niguel, CAArtist/Animatorsince Jun 2011
Full Profile

Derek Leblond Santa Ana, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Agent • Account Service Manager • Sales Representative • Guide • Coordinator • Deliveryman • Security • Tour Guide • Managers • Courier • Underwriter • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Customer Service Documenter at Buy.com
Title:
--
Location:
Orange County, California Area
Industry:
Writing and Editing
Work history:
Buy.com - Aliso Viejo, CACustomer Service Documentersince Nov 2010American Sterling Bank - Foothill Ranch, CABroker Service CoordinatorNov 2007 - Jun 2008
Skills:
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, ...
Full Profile

Merv Anderson Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Advisor • Guide • Tour Guide

Experience & Education

Position:
Financial Advisor at Anderson Financial Solutions, Accountant/Financial Advisor at Anderson...
Title:
CPA and Investment Advisor
Location:
Laguna Hills, California
Industry:
Financial Services
Work history:
Anderson Financial Solutions Financial Advisorsince Jan 2010Anderson Accounting, Inc - Orange County, California AreaAccountant/Financial Advisorsince Oct 1999
Full Profile

Edward Preston Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Account Manager • Business Intelligence Professional • Business Consultant • Advisor • Computer Software Professional • Software Developers • Head Coach • Sports Trainer • Sports Game Coach • Sports Trainers • Accounting Bookkeeper • Bookkeeper • Database Administration Professional • Database Administrator • Services Professional • Sales and Service Specialist • Sales Representative

Experience & Education

Position:
Account Manager - Database Management Tools at Dell Software Group (formerly Quest Software)
Title:
Account Manager-Database Management Tools
Location:
Orange County, California Area
Industry:
Computer Software
Work history:
Dell Software Group (formerly Quest Software) - Aliso Viejo, CAAccount Manager - Database Management Toolssince Sep 2012Rios Quantitative, LLC - Coral Gables, FLGlobal Diversified Trader & Head CoachJul 2006 - Sep 2012
Skills:
Trade Station, Ninja Trader, Power Point, Excel, Sales Management, Citrix: GoToMeeting, Citrix:...
Full Profile

Brad Knight Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Managed Futures Specialist at Vision Financial Markets LLC, Investment Advisor Representative and...
Title:
Investment Advisor and Wealth Manager at GOLD KEY Wealth Management
Location:
Laguna Hills, California
Industry:
Financial Services
Work history:
Vision Financial Markets LLC - Laguna Hills, CAManaged Futures Specialistsince Apr 2012GOLD KEY Wealth Management, LLC - Laguna HillsInvestment Advisor Representative and Wealth Managersince May 2011
Skills:
Extensive leadership training, Intermediate accounting knowledge., Efficient, detail-oriented and...
Full Profile

Alexandra Duhs Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Agent • Client Service Officer • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advertising Professional • Advertising Sales Agent • Recruitment • Customer Service

Experience & Education

Position:
Key Accounts Manager at Edge 5 Internet Marketing, Internet Marketing Assistant at East West...
Title:
Key Accounts Manager at Edge 5 Internet Marketing
Location:
Orange County, California Area
Industry:
Marketing and Advertising
Work history:
Edge 5 Internet Marketing Key Accounts Managersince Jun 2012East West Commercial Real Estate Internet Marketing Assistantsince Dec 2012
Skills:
Social Media Marketing, Video Blogging, Blogging, PowerPoint, Press Releases, Social Media, Direct...
Full Profile

Stephen Fear Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Retail Professional • Consumer Goods Professional • Retail Salesperson • Commodities Clerk • Supporting Member • Team Member • Advisor • Supervisor • Business Administrator • Managers • Office Administrator • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Analyst - Retail Sales at PepsiCo
Title:
Retail Financial Analyst - California Region
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
PepsiCo Financial Analyst - Retail Salessince Jun 2013PepsiCo - Pepsi Beverages Company - Aliso Viejo, CAAssociate Financial Analyst - Retail SalesMay 2012 - Jun 2013
Skills:
Customer Service, Word, PowerPoint, Excel, Real Estate, Financial Analysis, Direct Sales,...
Full Profile

Rob Shively Laguna Beach, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Founder • Chairperson • Chief Executive Officer • Co-Founder • Founding Member • Chief Executive • Corporate Executive • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Computer Network Consultant • Computer Consultant • IT Consultant • Market Research Analyst • Internet Marketing Manager • Web Marketer • Entertainer

Experience & Education

Position:
CEO at Topspin Ventures, Co-Founder at Topspin Marketing
Title:
Founder and Chairman Topspin Ventures
Location:
Laguna Beach, California
Industry:
Consumer Goods
Work history:
Topspin Ventures CEOsince May 1993Topspin Marketing Co-Foundersince Jan 1992
Skills:
Marketing Strategy, Product Management, Start-ups, Product Development, Entrepreneurship, Business...
Full Profile

Gulcin Erbas Laguna Beach, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Production Engineer • Industrial Engineer • Doctor of Business Administration • Doctor of Philosophy • Master of Business Administration • Bachelor of Engineering • Sales Agent • Sales Representative • Production Director • Production Manager

Experience & Education

Work

Company:
Jpmorgan chase bank
Relationship banker-licensed banker
Company:
Wells fargo bank na - Mission Viejo, CA
Personal banker
Full Profile

Richard Karimi-hosseini Laguna Beach, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • High School Diploma • Lecturer • Postsecondary Teacher • Fitness Trainer

Experience & Education

Work

Company:
Fastenal
Outside sale person
Company:
Loan depot - Lake Forest, CA
Jr mortgage banker

Skills

High Computer skill. Interpersonal skill.
Full Profile

Roger Cardona Laguna Beach, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Bank Teller • Teller • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
J.p. morgan chase
Private client banker
Company:
Aflac, inc
Independent insurance agent

Skills

Bilingual (Spanish)
Full Profile

Jeremy Manista Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Support • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Supporting Member • Team Member • Manager • Operations Manager • Customer Service • Retail Salesperson • Rental Sales Agent • Rental Clerk • Food Service Workers • Advisor • Managers • Food Service Director • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Food Service Manager • Food Service Supervisor • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Sales Support Associate at Bank of America
Location:
Orange County, California Area
Industry:
Banking
Work history:
Bank of America - Aliso Viejo, CASales Support Associatesince Feb 2012JPMorgan Chase - Ladera Ranch, CAPersonal BankerMay 2011 - Dec 2011
Full Profile

Darren Whissen Santa Ana, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Board Member • Treasurer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Atomi Financial Advisors, Lead Portfolio Manager at Courtlandt, Board Member...
Title:
Financial Advisor | Portfolio Manager
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Atomi Financial Advisors - Newport Beach, CAPresidentCourtlandt - Newport Beach, CALead Portfolio Manager
Skills:
Retirement Planning, Wealth Management, Investments, Investment Advisory, Life Insurance, Personal...
Full Profile

John Wheaton Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Relationship Loan Officer at Fremont Bank
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Fremont Bank - Aliso Viejo, CARelationship Loan Officersince Feb 2013Intercap Lending - IrvineMortgage BankerFeb 2012 - Feb 2013
Skills:
Refinance, FHA, Mortgage Banking, Investment Properties, Government Loans, USDA, Banking,...
Full Profile

Loida Mance Laguna Beach, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Computational Scientist • Computer Scientists • Reporter

Experience & Education

Work

Company:
Stearns lending - Santa Ana, CA
Doc drawer
Company:
Alliance bancorp - Newport Beach, CA
Sr. wholesale conventional funder
Full Profile

Maha Falah Irvine, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Office Clerk • Clerical Specialist • Customer Service

Experience & Education

Work

Company:
Impac mortgage
Post closing loan delivery specialist
Company:
Eastland financial - Irvine, CA
Sr funder/ doc drawer
Full Profile

Mark Miller Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Co-Founder • Chief Executive Officer • Chief Executive • Founder • Founding Member • Corporate Executive • Independent Consultant • Counselor • Advisor • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Independent Consultant at F.H.I.S. Inc.
Title:
Consumer Products Senior Executive
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
F.H.I.S. Inc. Independent Consultantsince Nov 2011K-Swiss - Orange County, California AreaPRESIDENT FORM ATHLETICS & K-Swiss Orange CountyJan 2010 - Oct 2011
Skills:
Brand Management, Footwear, Apparel, Sales Management, Merchandising, CRM, Product Development,...
Full Profile

Eric Johnson Laguna Beach, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Logistics Specialist • Shift Supervisor • Shift Manager • Managers • Director of Operations • Operations Manager • Logistician • Laborer • Student Worker

Experience & Education

Position:
Field Operations Supervisor at Con-way, Inc
Title:
Transportation & Logistics Specialist
Location:
Laguna Hills, California
Industry:
Transportation/Trucking/Railroad
Work history:
Con-way, Inc - Lake Forest, CAField Operations Supervisorsince Aug 2012Self employed Individual Options TraderJul 2005 - Apr 2012
Full Profile

Nancy Hemedy Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Thomas financial group
Financial consultant
Company:
Pacific vantage gmac - Rancho Santa Margarita, CA
Full Profile

Park Randazzo Irvine, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Speaker • Spokesperson • Representative

Experience & Education

Position:
Investment Advisor at Select Portfolio Management, Motivational Speaker at Southern California
Title:
Financial Advisor at Select Portfolio Management
Location:
Irvine, California
Industry:
Higher Education
Work history:
Select Portfolio Management - Aliso Viejo, CAInvestment Advisorsince Jan 2012Southern California Motivational Speakersince Jan 2002
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Marcella Holmes Irvine, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Guide • Tour Guide

Experience & Education

Title:
Sales professional
Location:
Irvine, California
Industry:
Insurance
Work history:
Chase Bank - aliso viejo, caPersonal BankerApr 2012 - Jun 2013Tom Gorski State Farm Insurance - Aliso Viejo, CAInsurance SalesOct 2009 - Feb 2012
Full Profile

Ben Bader Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Doctor of Medicine • Owner • Chief Executive • Real Estate Sales Agent • Operations Manager • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst

Experience & Education

Position:
Sr. Mortgage Banker at New American Funding
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
New American Funding - Irvine, CASr. Mortgage Bankersince Jun 2010Frontline Authomotive - Aliso Viejo, CAOwner OperatorJul 2004 - Sep 2010
Skills:
FHA, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Loans, Residential Mortgages, ...
Languages:
Farsi, English
Full Profile

Heidi Meyer Orange, CA

Professions & Specialties

Senior Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Agent • Client Service Officer • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Office Assistant • Coordinator • Office Clerk • Clerical Specialist • Managers • Account Manager • Chief Administrative Officer • Chief Executive Officer • Chief Executive • Corporate Executive • Customer Service • Biller • Sales Manager

Experience & Education

Position:
Sr Broker Sales Rep at BenefitMall
Title:
BenefitMall - Sr Broker Sales Rep
Location:
Orange, California
Industry:
Insurance
Work history:
BenefitMall Sr Broker Sales Repsince Mar 2013Pacific Bay Insurance - Irvine, CAExecutive Assistant / Colonial Coordinator / Account ManagerJul 2011 - Jan 2013
Certifications:
California Life Agent License, State of California
Full Profile

Jennifer Lin Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Controller • Consumer Goods Professional • Commodities Clerk • Operations Manager • Corporate Executive

Experience & Education

Position:
Controller at Yellow Box Corp.
Title:
Finance Executive
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Yellow Box Corp. Controllersince Dec 2012Brown Shoe Company Vice PresidentFeb 2011 - Apr 2012
Languages:
Chinese/Mandarian, Chinese/Taiwanese
Full Profile

Tamara Cota Laguna Beach, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Managers • Operations Manager

Experience & Education

Work

Company:
Metlife home loans
Company:
Fha/va/conv/chfa/calpers - Irvine, CA
Sr. funder
Full Profile

Steve Hermanne Laguna Beach, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Sales Person • Sales Representative

Experience & Education

Work

Company:
Marwieh advisory services, llc
Insurance agent
Company:
Jp morgan chase
Personal banker
Full Profile

Matthew Turcutto Santa Ana, CA

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Technical Specialist • Technical Support Specialists • Managers • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Broker at Windwater Realty Advisers
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Windwater Realty Advisers - Irvine, CAAssociate Brokersince Sep 2012Wells Fargo - Laguna Niguel MarketplacePersonal BankerFeb 2012 - Sep 2012
Full Profile

Mark Stelling Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Advisor • Counselor • Advisor • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Financial Advisor, CRPC at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Laguna Hills, California
Industry:
Financial Services
Work history:
Merrill Lynch - Laguna Hills, CAFinancial Advisor, CRPCsince Oct 2010GCAP Services,Inc. Senior ConsultantSep 2008 - Jan 2010
Full Profile

Lanchi Nguyen Laguna Beach, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo
Closer funder
Company:
Wells fargo
Loan document specialist

Skills

Microsoft excel, Microsof Word, 10 keys
Full Profile

Douglas Frazier Santa Ana, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
LPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM) at Pence Wealth Management
Title:
LPL Financial Advisor at Pence Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pence Wealth Management - Newport Beach, CALPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM)since May 2007Morgan Stanley - Laguna Hills, CAVice PresidentOct 1997 - Apr 2003
Full Profile

Fereshteh Momayez Laguna Beach, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Citibank
Personal banker
Full Profile

Debra Zimmerman Laguna Beach, CA

Professions & Specialties

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

Experience & Education

Position:
Managing Partner at Coastal Marketing Group, Inc., Managing Partner at DSD Advisors, LLC
Title:
Managing Partner at Coastal Marketing Group, Inc. Managing Partner at DSD Advisors, LLC
Location:
Laguna Beach, California
Industry:
Food & Beverages
Work history:
Coastal Marketing Group, Inc. - Laguna Beach, CAManaging Partnersince Mar 2008DSD Advisors, LLC Managing Partnersince Nov 2012
Skills:
Consumer Products, Grocery, Microsoft Excel, Key Account Development, Food, Food Industry,...
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Mario Zita Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President of Marketing • Vice President • Chief Executive • Marketing Manager • Servicer • Brand Planner • Brand Representative • Region Manager • Operations Manager • Area Manager • Managers • Human Resources Specialist • Workforce Development Specialist • Training and Development • Recruitment • Psychology Specialist • Software Developers

Experience & Education

Position:
Financial Advisor | Wealth Management at Merrill Lynch
Title:
Financial Advisor, Wealth Management Merrill Lynch
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Laguna Hills, CAFinancial Advisor | Wealth Managementsince Jun 2012Fidelity National Commerce Velocity - Irvine, CAVice President MarketingMar 2011 - Feb 2012
Certifications:
Life & Disability Licensed, State of California
Securities 66 & 7 Licensed, FINRA
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Eric Groom Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Representative • Sales Representative • Sales Agent • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Customer Service • Advertising Sales Agent

Experience & Education

Position:
Small Format Sales Representative at Pepsi Beverages Company
Title:
Sale Representative Pepsico
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Pepsi Beverages Company - Aliso Viejo, CaSmall Format Sales Representativesince Jan 2008Jazel Inc. CSR & QA2006 - 2007
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Carlton Long Santa Ana, CA

Professions & Specialties

Loan Officer • Banker • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Account Service Manager • Client Service Officer • Escrow Officer • Title Examiner • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Customer Service

Experience & Education

Position:
Relationship Loan Officer at Fremont Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Fremont Bank - Aliso Viejo, CARelationship Loan Officersince Feb 2013Intercap Lending - Irvine, CASales Manager - Mortgage BankerJan 2012 - Feb 2013
Certifications:
California Department Of Real Estate, Broker License
Nationwide Mortgage Licensing System, CA - BRE & CA - DBO
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Matt Andress Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
AVP; Small Business Banker at Bank of America
Location:
Orange County, California Area
Industry:
Banking
Work history:
Bank of America - South Orange County, CAAVP; Small Business Bankersince Jan 2013Bank of America - S. Orange County, CAAssociate Small Business BankerMay 2012 - Jan 2013
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James Gibson Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Business Development Manager • Owner • Vice President • Chief Executive • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager • Medical Support Assistant • Health Support Worker • Healthcare Support • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President/Business Development Officer at Citibank
Title:
Senior Vice President
Location:
Orange County, California Area
Industry:
Banking
Work history:
Citibank - Irvine, CASenior Vice President/Business Development Officersince Jan 2007Citibank - Laguna Hills, CABusiness BankerJun 2005 - Dec 2006
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Nessa Englebright Laguna Beach, 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 Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Laguna Niguel, California
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Oct 2003
Languages:
English
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