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Financial Services Professionals in Newport Beach, CA

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250 results found

Chuck Hilliard Newport Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Construction • Sales Manager • Sales Director • Human Resources Specialist • Recruitment • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Marketing Manager • Bachelor of Arts • Master of Science • Database Administration Professional • Database Administrator • Field Marketing Specialist • Marketing Administrator • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Wealth Management Specialist at Merrill Lynch
Location:
Newport Beach, California
Industry:
Investment Management
Work history:
Merrill Lynch - Newport Beach, CAWealth Management SpecialistApr 2010 - Jun 2012Merrill Lynch - Newport Beach, CAComplex Sales ManagerJan 2007 - Apr 2010
Skills:
Series 7, Series 63, Series 65, Series 24, CIMA, Mutual Funds, Alternative Investments, Financial...
Full Profile

Shula Vakil Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Marketing Administrator • Market Analyst • Market Research Analyst • Consumer Goods Professional • Retail Professional • Commodities Clerk • Retail Salesperson • Marketing Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Counselor • Advisor • Production Manager • Operations Manager • Team Member • Area Manager • Managers • Software Developers

Experience & Education

Position:
Marketing Consultant at Teanzo 1856
Title:
Marketing Consultant
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Teanzo 1856 - Irvine, CAMarketing Consultantsince Aug 2011Dr. Fresh, Inc. - Buena Park, CABrand Marketing Manager & ConsultantMay 2010 - Aug 2011
Full Profile

Erin Oldaker Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Vice President • Chief Executive Officer • Director • HR Manager • Chief Executive • Operations Manager • Corporate Executive • Marketing Manager • Business Manager • Human Resources Specialist • Employee Relations Manager • Recruitment • Employee Relations Specialist • Labor Relations Specialist • Marketing Administrator • Project Managers • Analysts • Brand Planner • Product Specialist • Brand Representative • Controlling Specialist • Accounting Bookkeeper • Bookkeeper • Computational Scientist • Computer Scientists • Consumer Goods Professional • Commodities Clerk • Entertainer • Medical Assistant • Healthcare Support

Experience & Education

Position:
Financial Consultant at Freelance
Title:
Experienced Financial and Operational Professional
Location:
Orange County, California Area
Industry:
Sporting Goods
Work history:
Freelance - Mission Viejo and Los AngelesFinancial Consultantsince Sep 2012Baker Boys Distribution - North Hollywood, CAVP of Financial Planning & OperationsFeb 2010 - Mar 2013
Skills:
Project Management, Organizational Leadership, Budgets, Cross-functional Team Leadership, Strategic ...
Certifications:
Marketing Management, University of California Irvine
Full Profile

Irene Lin Newport Beach, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Management Analyst • Analysts • Human Resources Specialist • Recruitment • Supplier • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Computer Network Professional • Network Administrator • Community Health

Experience & Education

Position:
Global VP-HR, HHI Division at Stanley Black & Decker , Inc., Management Consultant - (HR...
Title:
Global VP-HR, HHI Division at Stanley Black & Decker , Inc.
Location:
Newport Coast, California
Industry:
Consumer Goods
Work history:
Stanley Black & Decker , Inc. - Lake Forest, CaliforniaGlobal VP-HR, HHI Divisionsince Oct 2012Independent Consultancy Management Consultant - (HR specialty)since Jan 2011
Languages:
Chinese (reading & speaking), Spanish (basic)
Full Profile

Kelly Quinones Newport Beach, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Account Manager • Consumer Goods Professional • Supplier • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Assistant Manager • Managers • Retail Professional • Retail Salesperson • Buyer and Seller • Sales Manager • Marketing Manager • Brand Representative

Experience & Education

Position:
Account Manager at Eat Innovations
Location:
Newport Beach, California
Industry:
Consumer Goods
Work history:
Eat Innovations - Newport Beach, CAAccount Managersince Jan 2013Kashi Company - La Jolla, CAAssociate Manager Customer MarketingSep 2011 - Aug 2012
Full Profile

Jeff Underwood Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Independent Consumer Goods Professional • Consumer Goods Professional • Commodities Clerk • School Principal • School Administrator • Educational Manager • Director • Operations Manager • Independent Business Owners • Chief Executive • General and Operations Manager • Director of Operations • Recruitment • Managers

Experience & Education

Position:
Principal at Groundswell Strategies, LLC, Director at Young's Holdings Inc.
Title:
Independent Consumer Goods Professional
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Groundswell Strategies, LLC - Newport Beach, CAPrincipalsince Jul 2011Young's Holdings Inc. - Tustin, CADirectorsince 2000
Full Profile

Analyn Sahachaisere Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Office Assistant • Representative • Investor • Office Clerk • Clerical Specialist • Bookkeeper • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Editor

Experience & Education

Position:
Personal Banker at Wells Fargo, Sr. Independent Sales Consultant at Beijo, Inc
Title:
Personal Banker at Wells Fargo Bank & Sr. Independent Sales Consultant at Beijo Bags
Location:
Orange County, California Area
Industry:
Banking
Work history:
Wells Fargo - South Coast Metro, Santa Ana, CAPersonal Bankersince Feb 2013Beijo, Inc - Huntington Beach, CASr. Independent Sales Consultantsince Oct 2011
Skills:
Microsoft Office, Customer Service, Maximizer, Organizational Effectiveness, Task Driven,...
Languages:
English, Tagalog
Full Profile

Patrick Hull Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Tax & Financial Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Tax & Financial Group - Newport Beach, CAFinancial Advisorsince Nov 2012Realty Advisor Services Company - San Juan CapistranoSales & Leasing AssociateJan 2011 - Oct 2012
Certifications:
Life Accident & Health Agent, CA Department of Insurance
Series 66 Uniformed Combined State Law, FINRA
Full Profile

Daniel Rich Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Network Professional • Computer Specialist • Network Administrator • Analyst • Leader • Analysts • Managers • Agent • Client Service Officer • Sales Engineer • Sales Representative • Lead QA Engineer • Customer Service • Quality Engineer • Compliance Engineer • Master of Science • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Software Developer • Personal Care Aide • Department Store Salesperson • Retail Professional • Retail Salesperson • Health Professional • Health Practitioner

Experience & Education

Title:
Quality Assurance Lead/Analyst
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Nexa Technologies - Irvine, CASQA IIIMar 2004 - Oct 2012GE Medical Systems Information Technology Test EngineerMar 2000 - Mar 2004
Skills:
Agile Methodologies, Test Cases, Test Planning, JIRA, Performance Testing, Software Quality...
Full Profile

Donna Mcmeikan Newport Beach, CA

Professions & Specialties

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

Experience & Education

Position:
Sales Executive with expertise at at Mass Market Retailers such as Wal-Mart and Target, and...
Title:
Sales Executive | Account Management | Health & Beauty (HBC) | Consumer Goods
Location:
Newport Beach, California
Industry:
Consumer Goods
Work history:
Mass Market Retailers such as Wal-Mart and Target, and Warehouse Retailers such as Costco Sales Executive with expertise atsince 2012Airborne - Greater Minneapolis-St. Paul AreaSales Director: Wal-Mart & Target AccountsApr 2010 - Apr 2012
Languages:
Spanish
Full Profile

Mary Greenwood Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Strategic Business Development at Zodiac, Inc.
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Zodiac, Inc. - Newport Beach, CAStrategic Business DevelopmentCCL Industries Director of Sales, West, Healthcare Solutions Group2010 - 2012
Full Profile

Dave Girling Newport Beach, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director • Operations Manager • Commissioner • Mediator • Instructor • Pedagogue • Corporate Executive • Chief Executive • Founding Member • Bachelor of Science • Master of Business Administration • Business Administrator • Advisor • Analysts • Wellness and Fitness • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Database Administration Professional • Database Administrator • Software Developers

Experience & Education

Position:
Broker/Realtor at Girling REIG, www.girlingreig.com (affiliated with Coldwell Banker Previews...
Title:
Broker/Realtor at Girling REIG (affiliated with Coldwell Banker Previews International)
Location:
Newport Beach, California
Industry:
Real Estate
Work history:
Girling REIG, www.girlingreig.com (affiliated with Coldwell Banker Previews International) - Newport Beach/Balboa IslandBroker/Realtorsince Jul 2013Newport Beach Association of Realtors - Newport BeachDirectorsince Jan 2013
Skills:
Strategy, Management, Mortgage Lending, Leadership, Strategic Planning, Contract Negotiation,...
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

John Gilliam Newport Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Manager • Founding Member • Chief Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Security • Advisor • Finance and Accounting Specialist • Estimator • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Founder at Apartment Management Services, Llc
Title:
Apartments | Financial Solutions | Valuation Support
Location:
Newport Beach, California
Industry:
Real Estate
Work history:
Apartment Management Services, Llc - Phoenix, Arizona AreaFoundersince Jan 2000Merrill Lynch - Orange County, California AreaFinancial AdvisorNov 2011 - Apr 2013
Skills:
Fixed Income, Equities, Alternative Investments, Property Management, Commodity Futures, Operations ...
Certifications:
Arizona Real Estate Broker, Arizona Department Of Real Estate
California Real Estate Broker, California Department of Real Estate
Full Profile

David Espinoza Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Branch Manager • Field Marketing Specialist • Marketing Administrator • Court Interpreter • Marketing Manager • Language Specialist • Operations Manager • Vice President • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Branch Manager at All Home Lending, Inc, California State Certified Court Interpreter at Judicial...
Title:
Financial Services and Court Interpreting Professional DRE Broker Lic # 01926345
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
All Home Lending, Inc - Newport BeachBranch Managersince Jun 2012Judicial Council of California - Southern CaliforniaCalifornia State Certified Court Interpretersince Sep 2011
Skills:
Customer Relations, Credit, Sales Management, Customer Service, Mortgage, Translation, Interpreter, ...
Languages:
Spanish
Full Profile

Phil Matheson Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Information Technology Specialist • IT Specialist • Regional Sales Consultant • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Area Manager • Managers • Trust Law Attorney • Lawyers

Experience & Education

Position:
VP of Retirement Services at The Centennial
Title:
VP of Retirement Services at The Centennial Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
The Centennial - Costa MesaVP of Retirement Servicessince Mar 2010Wells Fargo Advisors, LLC - Newport Beach, CAFinancial AdvisorAug 2007 - Mar 2010
Languages:
Spanish
Certifications:
Accredited Investment Fiduciary, FI360
Full Profile

Amanda Brennan Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Coordinator • Administrative Associate • Contractor • Managers • Administrative Clerk • Clerical Specialist • Consumer Goods Professional • Commodities Clerk • Chief Administrative Officer • Chief Executive • Independent Business Owners

Experience & Education

Position:
Engineering Project Coordinator at TUV Rheinland of North America, Administrative Assistant...
Title:
Engineering Project Coordinator at TUV Rheinland of North America
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
TUV Rheinland of North America - Carlsbad, CAEngineering Project Coordinatorsince Feb 2013PIMCO Administrative Assistant Contractorsince Sep 2012
Skills:
Account Management, Sales, Administrative Assistants, Customer Satisfaction
Full Profile

David Espinoza Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Branch Manager • Field Marketing Specialist • Marketing Administrator • Court Interpreter • Marketing Manager • Language Specialist • Business Administrator • Vice President • Chief Executive • Operations Manager • Bilingual Communications Specialist • Linguist • Property Manager • Real Estate Manager

Experience & Education

Position:
Branch Manager at All Home Lending, Inc, California State Certified Court Interpreter at Judicial...
Title:
Financial Services and Court Interpreting Professional DRE Broker Lic # 01926345
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
All Home Lending, Inc - Newport BeachBranch Managersince Jun 2012Judicial Council of California - Southern CaliforniaCalifornia State Certified Court Interpretersince Sep 2011
Skills:
Mortgage, Credit, Customer Service, Word, Microsoft Office, Customer Relations, Sales Management,...
Languages:
Spanish
Full Profile

Jeanne Bekas Newport Beach, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Specialist • Loan Officers • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Managers • Area Sales Manager • Regional Sales Consultant • Sales Representative • Master of Business Administration • Bachelor of Science • Sports Trainer • Sports Trainers • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Psychology Specialist

Experience & Education

Position:
Home Mortgage Consultant at Wells Fargo Home Mortgage
Title:
Mortgage Banker JP Morgan Chase NMLSR ID:450930
Location:
Newport Beach, California
Industry:
Banking
Work history:
Wells Fargo Home Mortgage Home Mortgage Consultantsince Jul 2008Wells Fargo Home Mortgage Home Mortgage ConsultantJul 2008 - Nov 2012
Full Profile

Jeffery Sandrock Newport Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Personal Care Aide • Air Transportation Worker • Captain • Sports Trainer • Sports Trainers

Experience & Education

Title:
Seeking a finance position with an aviation company
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
Merrill Lynch - Newport Beach, CAFinancial AdvisorMar 2012 - Jun 2013StarPoint Consulting Group, LLC. - La Jolla, CABusiness Development ConsultantAug 2010 - Jan 2012
Full Profile

Chad Arnold Newport Beach, CA

Professions & Specialties

Stock Broker • Banker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Stock Broker at Self
Title:
Stock Broker / Investment Banker
Location:
Newport Beach, California
Industry:
Venture Capital & Private Equity
Work history:
Self - Newport Beach, CAStock Brokersince Apr 2002
Full Profile

Clayton Dietrich Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Business Development Associate • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Operations Manager • Vice President • Chief Executive • Student Worker

Experience & Education

Position:
Business Development Associate at PIMCO
Title:
Associate at PIMCO
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
PIMCO - Newport Beach, CABusiness Development Associatesince Mar 2011Morgan Stanley Smith Barney - Santa Maria, CAFinancial Advisor InternJan 2010 - May 2010
Full Profile

Najim Mostamand Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Business Development Manager at Ageless Derma
Location:
Orange County, California Area
Industry:
Cosmetics
Work history:
Ageless Derma - Anaheim, CABusiness Development Managersince Apr 2013Morgan Stanley - Newport Beach, CAFinancial AdvisorJun 2012 - Mar 2013
Languages:
English, Farsi
Full Profile

Gary Ur Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Director • Partner • Corporate Executive • Chief Executive • Operations Manager • Sewer • School Principal • School Administrator • Educational Manager • Department Supervisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
CEO & MANAGING DIRECTOR
Location:
Orange County, California Area
Industry:
Investment Banking
Work history:
Wells Fargo Institutional Securities - Los Angeles, CAManaging DirectorMay 2005 - Sep 2008O'Connor SWS Securities - Newport Beach, CAPrincipal/Managing DirectorJun 1994 - Apr 2005
Languages:
Japanese, Magyar (Hungarian)
Full Profile

Heather Miller Newport Beach, CA

Professions & Specialties

Merchant Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Cashier • Retail Professional • Retail Salesperson • Hostess • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant

Experience & Education

Work

Company:
Bank of america
Merchant teller
Company:
Powers fasteners / rainmaker staffing agency - Irvine, CA
Staffing agency specializing in clerical and office work environments
Full Profile

David Prince Santa Ana, 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 • Manager • Operations Manager • Assistant Manager • Managers

Experience & Education

Position:
Broker associate/assistant manager at Coldwell Banker Residential Brokerage
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - 4 San Joaquin Plaza, Suite 260, Newport Beach, CA 92660Broker associate/assistant managersince Aug 1990Sotheby's International Realty Broker Associate/Assistant ManagerOct 1985 - Sep 1990
Skills:
CRS, Short Sales, Foreclosures, Relocation, Buyer Representation, Second Homes, GRI, Sellers,...
Full Profile

Rainier Villalon Newport Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Arts • Associate of Arts • Business Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Systems Administrator • Computer Systems Administrator • Operations Manager

Experience & Education

Work

Company:
Swarovski
Brand ambassador
Company:
Axianta financial partners, inc - Woodland Hills, CA
Financial advisor

Skills

Revenue and profit maximization, Windows, Mac OSX and Linux
Full Profile

Marcos Martinelli Newport Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bartender

Experience & Education

Work

Company:
Independent capital management, inc
Financial advisor
Company:
The old spaghetti factory - Newport Beach, CA
Bartender and server

Skills

Above Average Computer Knowledge, Natural Aptitude towards Electronics and Mechanisms, Research...
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

Daniel Nieves Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Business Administrator • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Relationship Manager at City National Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
City National Bank - Irvine, CARelationship Managersince Jan 2013Union Bank - Newport Beach, CASr. Relationship BankerNov 2008 - Jan 2013
Skills:
Banking, Loans, Credit Analysis, Credit, Relationship Management, Business Development, Portfolio...
Full Profile

Devon Stanke Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
- at CBC Alliance, Marketing Coordinator at Bridge Commercial Properties
Title:
www.cbcalliance.com
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
CBC Alliance - Irvine-since May 2013Bridge Commercial Properties - Newport Beach, CAMarketing Coordinatorsince Jul 2012
Skills:
Property Management, Real Estate, Lease Negotiations, Tenant, Real Estate Economics, Corporate Real ...
Full Profile

Salee Zawerbek Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Entertainment Professional • Entertainer

Experience & Education

Position:
Residential Real Estate Consultant at Coldwell Banker Residential Brokerage, Southern California,...
Title:
Residential Real Estate Consultant at Coldwell Banker Previews, Newport Beach, CA
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage, Southern California - Newport Beach, CAResidential Real Estate Consultantsince Aug 1997Nara Bistro - 1220 S. Brookhurst St, Anaheim, CA 92804Ownersince Oct 2010
Skills:
Real Estate, First Time Home Buyers, Foreclosures, Investment Properties, Tenant Improvement,...
Languages:
Arabic, Circassian
Full Profile

Brian Pentz Newport Beach, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Intelliloan
Mortgage banker
Company:
Loan depot - Foothill Ranch, CA
Mortgage banker
Full Profile

Kristen Bendanna Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Co-Owner • Partner • Owner • Chief Executive • Director • Operations Manager • Doctor of Philosophy • Master of Arts • Customer Service • Client Service Officer • Researcher • Survey Researcher • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Managers • Student Worker • Psychology Specialist

Experience & Education

Position:
Realtor at Coldwell Banker, Beachside Realtors, Co-owner at FrameMyArt.com
Title:
Realtor at Coldwell Banker, Beachside Realtors
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker, Beachside Realtors - Orange County, California AreaRealtorsince Dec 2012FrameMyArt.com - Newport Beach, CACo-ownersince Feb 2012
Languages:
German
Full Profile

Brian Holden Newport Beach, CA

Professions & Specialties

Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Capital Markets Professional • Mortgage Specialist

Experience & Education

Work

Company:
Amerifirst financial - Aliso Viejo, CA
Mortgage banker / home loan officer
Company:
Hana financial - Orange, CA
Loan officer
Full Profile

John Davis Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Counselor • Advisor • Buyer • Buyer and Seller • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Client Service Officer • Corporate Executive • Chief Executive • Customer Service • Entertainer

Experience & Education

Position:
Senior Loan Consultant at imortgage
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Imortgage - Newport Beach, CASenior Loan Consultantsince Mar 2011Bay Equity Home Loans Senior Mortgage BankerJan 2011 - Feb 2011
Skills:
Mortgage, Investment Properties, Loans, Purchase, Refinance, First Time Home Buyers, New Home...
Full Profile

Dan Korpman Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Director at Anfield Capital Management, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Anfield Capital Management, LLC - Newport Beach, CADirectorsince Jul 2012UBS Financial Services Inc. Financial Advisor - The Trevisan Korpman Wealth Management GroupJul 2010 - Jul 2012
Full Profile

Lewis Wood Newport Beach, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Sales Executive • Consumer Goods Professional • Regional Sales Consultant • Sales Representative • Commodities Clerk • District Manager • Sales Manager • Region Manager • Area Manager • Managers

Experience & Education

Title:
Southwest Regional Sales Manager
Location:
Newport Beach, California
Industry:
Consumer Goods
Work history:
Max USA Corp - Southwestern United StatesSouthwest Regional Sales ExecutiveSep 2010 - Aug 2012Robert Bosch Tool Corporation District Manager AccessoriesJul 2008 - Dec 2009
Full Profile

Dana Mcdonald Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Title:
at RBC Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Newport Beach, CAFinancial Advisorsince Apr 2011Oppenheimer & Co. Inc. Senior Vice President - InvestmentsJul 2004 - Apr 2011
Skills:
Investments, Series 7, Wealth Management, Trading, Financial Advisory, Portfolio Management,...
Full Profile

Anthony Petrelli Newport Beach, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Broker at Citi Group Inc
Location:
Newport Beach, California
Industry:
Banking
Work history:
Citi Group Inc - Newport Beach, CaBrokersince May 2009Bankers Invesment Group - Lake Forest, Ca.Investment Banking Analyst/VP. OperationsFeb 2004 - Aug 2009
Skills:
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Banking, Sales Management, FHA, REO,...
Languages:
Italian
Full Profile

Tiffany Holden Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Outside Sales Representative • Sales Person • Sales Representative • Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Obstetrician • Gynecologist • Physician

Experience & Education

Position:
Real Estate Sales Consultant at Metro Estates
Title:
Outside Sales Representative/ Realtor
Location:
Orange County, California Area
Industry:
Pharmaceuticals
Work history:
Metro Estates - Newport Beach, CaReal Estate Sales Consultantsince 2010Wyeth Pharmaceuticals - Newport Beach, CaSales RepresentativeJan 1999 - Jan 2003
Certifications:
Real Estate License, DRE
Full Profile

R.j. Hartnett Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Buyer • Buyer and Seller • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager at AnnieMac Home Mortgage
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
AnnieMac Home Mortgage - Newport Beach, CABranch Managersince Feb 2013American Financial Network Inc. - Irvine, CAMortgage BankerAug 2012 - Jan 2013
Full Profile

Michael Harden Newport Beach, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor/Senior Vice President at Morgan Stanley Wealth Management
Title:
Financial Advisor |Senior Vice President | at Morgan Stanley Wealth Management
Location:
Newport Beach, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Newport Beach, CAFinancial Advisor/Senior Vice Presidentsince Apr 2009Wachovia Securities - Newport Beach, CASenior Investment Management Consultant/Senior Vice PresidentJul 2003 - Apr 2009
Full Profile

Kimberly Salywoda Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Client Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Customer Service • Operations Manager • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP, Wealth Management Banker at Bank of America Merrill Lynch
Title:
VP, Wealth Management Banker at Merrill Lynch
Location:
Orange County, California Area
Industry:
Banking
Work history:
Bank of America Merrill Lynch - Newport Beach, CAVP, Wealth Management Bankersince Apr 2009Bank of America - Upland, CAPremier Banking Client ManagerJan 2004 - Apr 2009
Full Profile

Mike Stieger Newport Beach, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Board Director • Board Member • Chairperson • Vice President of Sales • Chief Executive • Management Team Executive • Operations Manager • Vice President • Investor • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
President Board of Directors at Council on Aging OC
Title:
Investor and Board Director
Location:
Newport Beach, California
Industry:
Consumer Goods
Work history:
Council on Aging OC President Board of Directorssince Jul 1995Barilla Sr. VP SalesJan 1998 - Mar 2005
Full Profile

Julie Bakken Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Investor • Advisor • Supporting Member • Team Member • Director of Operations • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Psychology Specialist

Experience & Education

Position:
Operations Specialist at KBS Capital Markets Group
Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
KBS Capital Markets Group - Newport Beach, CAOperations Specialistsince 2012Turner Wealth Management - Irvine, CAClient Associate2011 - 2012
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

James Caspary Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at Vanguard Financial Services
Title:
Mortgage Banker
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Vanguard Financial Services - Newport Beach CAOwnersince Oct 2002
Full Profile

Jim Peasley Newport Beach, CA

Professions & Specialties

Senior Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Senior Vice President • Team Leader • Chief Executive • Operations Manager • Agent • Sales Representative

Experience & Education

Position:
First Vice President at Alliant Insurance Services
Title:
First Vice President at Alliant Insurance Services- Workers' Compensation and Risk Management Expert
Location:
Newport Beach, California
Industry:
Insurance
Work history:
Alliant Insurance Services - Newport Beach, CAFirst Vice Presidentsince Nov 2012Wells Fargo Insurance Services Senior Vice PresidentSep 2007 - Nov 2012
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Sam Carlson Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Area Sales Manager • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Sr. Mortgage Banker at Crossline Capital
Location:
Orange County, California Area
Industry:
Marketing and Advertising
Work history:
Crossline Capital Sr. Mortgage Bankersince May 2009General Management - Newport Beach, CARegional Sales ManagerFeb 2011 - Dec 2012
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Financial Services Professionals near Newport Beach, CA03,9407,88011,82015,76019,700Santa AnaIrvineLaguna BeachAnaheimHuntington BeachCosta MesaEl ToroSan Juan CapistranoOrangeFullerton