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Financial Services Professionals in Pasadena, CA

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250 results found

Duy Trinh Los Angeles, CA

Professions & Specialties

Municipal Bond TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentModelBusiness AdministratorBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerOperations Manager

Experience & Education

Title:
Institutional Trading Assistant at Tradewinds Global Investors, LLC
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Tradewinds Global Investors, LLC - Century City, CAInstitutional Trading AssistantAug 2010 - Jul 2013Oppenheimer & Co. - Los Angeles, CAMunicipal Bond Trader Assistant (Temporary Employment)May 2010 - Jul 2010
Languages:
Vietnamese

Mitch Perliss Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice President of MarketingChairpersonFounderOwnerVice PresidentChief ExecutiveMarketing ManagerFounding MemberBrand PlannerBrand RepresentativeCounselorSenior AdvisorAdvisorBakerConsumer Goods ProfessionalCommodities ClerkSenior ManagerOperations ManagerCorporate ExecutiveAdvertising ProfessionalInternet Marketing ManagerWeb MarketerMarket Research AnalystAdvertising Sales AgentGuideManagersTour GuideComputer Games ProfessionalComputer SpecialistWellness and FitnessEntertainerCommercial AnnouncerPresenter

Experience & Education

Position:
Marketing & Distribution Consultant at Ilyse Baker LLC, Senior Advisor/Vice President Marketing ...
Title:
VP Marketing Sales | Business Development | Branding |
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Ilyse Baker LLC - Greater Los Angeles AreaMarketing & Distribution Consultantsince Aug 2012Web Success Team - Calabasas, CASenior Advisor/Vice President Marketing & Salessince Dec 2011
Skills:
Product Marketing, Marketing Strategy, Executive Management, Brand Development, Licensing,...

Mark Howell Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentProcess AnalystProject ManagerAnalystCoordinatorBusiness AnalystAnalystsManagersConsumer Goods ProfessionalCommodities ClerkProject ManagersBusiness AdministratorAdvisorServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeOperations ManagerTechnology DirectorTechnology ManagerTechnical ManagersBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIT AnalystNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorRecruitment

Experience & Education

Position:
Analyst | Project Lead/Coordinator at Disney Consumer Products | DisneyStore.com
Title:
Process Analyst at Disney Consumer Products
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Disney Consumer Products | DisneyStore.com - Pasadena, CAAnalyst | Project Lead/Coordinatorsince Nov 2009Western Asset Management - Pasadena, CABusiness Analyst2006 - 2009

Adam Goyer Los Angeles, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantDirector of OperationsBoard MemberOperations ManagerManagement Team ExecutiveBusiness AdministratorOrganization ManagementAdvisorBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDatabase Administration ProfessionalDatabase AdministratorRegional Sales ConsultantSales Representative

Experience & Education

Position:
Investment Banking at crowdfunder.com, Director Of Operations at Currency //, Board of Directors at ...
Title:
Financial Planner at New England Financial - CA Insurance #0G04702
Location:
Greater Los Angeles Area
Industry:
Management Consulting
Work history:
Crowdfunder.com Investment Bankingsince May 2013Currency // - Greater Los Angeles AreaDirector Of Operationssince Mar 2011
Skills:
Retirement Planning, Social Media, Sales, Management, Health Insurance, Public Speaking, Team...

Cynthia Nickell Los Angeles, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberCounselorTeam MemberAdvisorDirectorOperations ManagerMaster of Business AdministrationOffice AssistantPhilanthropeNon-ProfitOrganization ManagementOffice ClerkClerical SpecialistProduce ManagerHR ManagerMarketing ManagerChief ExecutiveProduction ManagerHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Assoc. Director of Individual Giving at Five Acres--The Boy's and Girl's Aid Society of Los...
Title:
Assoc. Director of Individual Giving at Five Acres--The Boy's and Girl's Aid Society of Los Angeles
Location:
Greater Los Angeles Area
Industry:
Fund-Raising
Work history:
Five Acres--The Boy's and Girl's Aid Society of Los Angeles - Altadena,CAAssoc. Director of Individual Givingsince Jan 2013Cynthia D. Nickell, MBA - Greater Los Angeles AreaIndependent Development Consultantsince Oct 2012
Skills:
Fundraising, Non-profits, Event Planning, Newsletters, Marketing, Team Leadership, Managerial...
Financial Specialist at National Charity League

Sarah Brady Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentOwnerCo-FounderChief ExecutiveFounderFounding MemberConsumer Goods ProfessionalCommodities ClerkLecturerPostsecondary TeacherTeam Member

Experience & Education

Position:
Owner & co-founder at Platform
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Platform - 5027 York Blvd., Los Angeles, CA 90042Owner & co-foundersince Apr 2011Art Center College of Design - Pasadena, CAGuest Lecturer2009 - 2011
Skills:
Concept Development, Creative Direction, Design Thinking, Trend, Interior Design, Home Staging, Art ...

Greg Temple Pasadena, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentExecutive Vice PresidentChief Executive OfficerVice PresidentChief ExecutiveCorporate ExecutiveLeaderManagersConsumer Goods ProfessionalCommodities ClerkChief Learning OfficerTechnology DirectorProduction ManagerGeneral and Operations ManagerDirector of OperationsOperations ManagerDevelopment DirectorHR ManagerFinancial OfficerFinancial ManagerTechnology ManagerTechnical ManagersBusiness AdministratorTraining ManagerBachelor of ScienceAccount Manager

Experience & Education

Title:
EVP & Chief Supply Chain Officer | SVP Global Manufacturing and Logistics | Lean Operations Leader
Location:
United States
Industry:
Consumer Goods
Work history:
Ecolab - St Paul MNEVP and Chief Supply Chain OfficerApr 2011 - Dec 2012Avery Dennison - Pasadena, CACorporate VP of Global OperationsDec 2001 - Mar 2011
Languages:
Conversational Spanish

Michael Chong Los Angeles, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerRepresentativeBusiness AdministratorCertified Nurse AideNurseNurse PractitionerHuman Resources SpecialistGovernment Administration ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerSales ManagerCommunity Service Manager

Experience & Education

Position:
Eligibility Worker at Los Angeles County Department of Public Services
Title:
Eligibility Worker II at the Department of Public Social Services
Location:
Greater Los Angeles Area
Industry:
Individual & Family Services
Work history:
Los Angeles County Department of Public Services Eligibility Workersince Jul 2013Wells Fargo Bank - City of Industry,CAPersonal Banker/ Business ChampionMay 2011 - Jun 2013

Barrie Rice Los Angeles, CA

Professions & Specialties

TraderEquity TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerManagerFinancial ManagerOperations ManagerBachelor of Business AdministrationBusiness AdministratorTeam Member

Experience & Education

Title:
Head Trader at Sabal Capital Management, LLC
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Expo Capital Management, LLC Head TraderFeb 2007 - Jul 2012Vantis Capital Management, LLC - Pasadena, CAEquity TraderApr 2006 - Dec 2006
Skills:
Hedge Funds, Equities, Securities, Fixed Income, Equity Research, Trading, Equity Trading,...

Janine Easton Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerPartnerShop ManagerChief ExecutiveSales ManagerConsumer Goods ProfessionalSales SupportCommodities ClerkServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAssistant ManagerManagers

Experience & Education

Position:
Inside Account Manager at Staples Advantage
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Staples Advantage - La Mirada, CAInside Account Managersince Aug 2006Ann Taylor Loft - Pasadena, CASr. Assistant ManagerMay 2005 - Aug 2006

Jeff Stroud Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentEntrepreneurManagement ConsultantManagersManagement AnalystAnalystsChief Executive OfficerChairpersonVice President of SalesCorporate ExecutiveChief ExecutiveVice PresidentMarketing ConsultantMarket AnalystMarket Research AnalystConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Marketing Consultant at Jeff Stroud Consulting
Title:
Entrepreneur | CEO | Social Commerce | E-Commerce | Direct Sales
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Jeff Stroud Consulting - Pasadena, CAMarketing Consultantsince Jul 2012Private Quarters - Pasadena, CaliforniaPresident & CEOOct 2004 - Sep 2012

Shannon Drake Pasadena, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentConsumer Goods ProfessionalAccount Service ManagerSupplierCommodities ClerkClient Service OfficerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativePackage DesignerCommercial DesignerPartnerChief ExecutiveCustomer Service

Experience & Education

Position:
NEB Creative Services Marketing at PepsiCo
Title:
Creative Services | Naked Emerging Brands (PepsiCo)
Location:
Pasadena, California
Industry:
Consumer Goods
Work history:
PepsiCo - Monrovia, CaNEB Creative Services Marketingsince Apr 2013E & J Gallo Winery - Modesto, California AreaAccount ExecutiveJan 2011 - Apr 2013

Aaron Schottelkorb Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant, Registered Representative at Western International Securities, Inc.,...
Title:
Financial Consultant, Registered Representative at Western International Securities, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Western International Securities, Inc. - 70 S. Lake Ave., Suite 700, Pasadena, CA 91101Financial Consultant, Registered Representativesince Jan 2013Western International Securities, Inc. Financial Consultant, Registered Representativesince Jan 2013
Skills:
Retirement Planning, Investments, Asset Management, Portfolio Management, Annuities, IRA's, Long...

Aleksandar Krakovic Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerAdvisorSecurityCustomer ServiceClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Wealth Manager/Important Disclosures at Financial Pointe
Title:
Wealth Management at Financial Pointe
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Financial Pointe - Glendale, CAWealth Manager/Important Disclosuressince Jun 2005NEXT Financial Group, Inc. - Glendale, CAWealth ManagerJun 2005 - May 2011

Amanda Garcia Glendale, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorSecurityManagersHuman Resources SpecialistRecruitmentCertified Nurse AideNurseNurse PractitionerConsumer Goods ProfessionalCommodities ClerkOperations ManagerDirector of OperationsStudent WorkerAdvertising Sales AgentEntertainer

Experience & Education

Position:
Campus Recruiting Coordinator at Nestle USA
Title:
Nestlé USA Campus Recruiting Coordinator
Location:
Glendale, California
Industry:
Consumer Goods
Work history:
Nestle USA - Glendale, CACampus Recruiting Coordinatorsince Jan 2011GS1group, Inc. - Pasadena, CaOperations ManagerMar 2007 - Jan 2011
Skills:
Recruiting, Leadership, Applicant Tracking Systems, Event Management, Program Management, Human...
Languages:
Spanish

Ellen Chiang Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorAssistant Vice PresidentChief Executive OfficerFinancial DirectorVice PresidentChief ExecutiveCorporate ExecutiveFinancial OfficerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Assistant Vice President / Financial Advisor at Merrill Lynch
Title:
AVP, Merrill Lynch - Wealth Management Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pasadena/Arcadia, CAAssistant Vice President / Financial Advisorsince 2006JPMorgan Chase - Greater Los Angeles AreaVice President - InvestmentJan 2010 - Jul 2012
Languages:
English, Chinese, Taiwanese

Craig Bergman Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSenior DirectorOperations ManagerDirector of OperationsSenior ManagerConsumer Goods ProfessionalCommodities ClerkServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeSupporting MemberManagersTeam MemberSoftware EngineerComputational ScientistComputer Software ProfessionalComputer SpecialistSoftware DevelopersComputer ScientistsBachelor of ScienceIndustrial Engineer

Experience & Education

Position:
Senior Director of Quality at Evolution Robotics
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Evolution Robotics - Pasadena, CASenior Director of Qualitysince Apr 2012Research In Motion - Dallas/Fort Worth AreaCustomer Operations ManagerOct 2008 - Jul 2011
Skills:
Six Sigma, ISO standards, Internal Audit, ISO, Process Improvement, Supplier Quality, Quality...

Bruno Wittmann Pasadena, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSenior ManagerManagerPartnerOperations ManagerChief ExecutiveInvestorAdvisorApprenticeModelConsumer Goods ProfessionalCommodities ClerkFinancial AnalystFinancial Planning AnalystAccounting AnalystStudent Worker

Experience & Education

Position:
Senior Manager / Manager, Investor Relations & Financial Planning at Avery Dennison
Title:
Senior Manager, Investor Relations and Financial Planning at Avery Dennison
Location:
Pasadena, California
Industry:
Consumer Goods
Work history:
Avery Dennison - Pasadena, CASenior Manager / Manager, Investor Relations & Financial Planningsince Jun 2011Avery Dennison - Brea, CABusiness Advisor / Senior Financial Analyst / Financial AnalystFeb 2009 - Jun 2011
Languages:
English, Portuguese, German

Jessica Greilick Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentConsumer Goods ProfessionalCommodities ClerkInstructorPedagogueCashier ClerkCashierVisual Merchandising SpecialistMerchandise Display SpecialistManagers

Experience & Education

Position:
Assistant Product Merchandiser at The Disney Stores
Title:
Assistant Product Merchandiser at The Disney Stores- Central Team
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
The Disney Stores - Pasadena, CAAssistant Product Merchandisersince Jul 2010American Musical & Dramatic Academy Stage Combat InstructorDec 2009 - Dec 2011

Hansa Patel Pasadena, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentLoan ProcessorLoan OfficerLoan OfficersCompliance AgentSupporting MemberManagersCompliance OfficerTeam Member

Experience & Education

Work

Company:
Randstad
Mortgage closer
Company:
Americorp funding
Lead funder and closer

Lisa Kim Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentBusiness Development ManagerPartnerChief ExecutiveOperations ManagerClient ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvocateJuristLegal CounselAdvisorCustomer Service

Experience & Education

Position:
Vice President - Senior Client Manager at Bank of America
Location:
Los Angeles, California
Industry:
Banking
Work history:
Bank of America - Greater Los Angeles AreaVice President - Senior Client Managersince Mar 2013Bank of America - Greater Los Angeles AreaVice President - International Business Development OfficerMay 2012 - Mar 2013

Michael Harrington Pasadena, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentHigh School DiplomaManagers

Experience & Education

Work

Company:
Knighted ventures - Los Angeles, CA
Third party banker
Company:
Macy's - Eagle Rock, CA
A deterrent for potential shoplifters

Tania Tchakerian Pasadena, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSupervisors

Experience & Education

Work

Company:
Wells fargo bank
Phone banker
Company:
Mekhitarist fathers armenian christian school - Tujunga, CA
Teacher

Skills

Microsoft Word, Excel, MAC

Sang Plumlee Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDesign ManagerConsumer Goods ProfessionalCommodities ClerkDesignersFashion DesignerStudent WorkerBrand RepresentativeMarketing ManagerEntertainer

Experience & Education

Position:
Design Manager, Girls' & Boys' Toys at The Disney Store
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
The Disney Store Design Manager, Girls' & Boys' Toyssince Oct 2012The Disney Store - Pasadena, CASenior Designer for Girls' ToysJun 2011 - Nov 2012
Skills:
Toys, Fashion Design

Mercedez Sanchez Pasadena, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentAnalystsTitle Examiner

Experience & Education

Work

Company:
Jp morgan chase
Funder / pre disbursement specialist
Company:
Jp morgan chase
Closer / doc drawer

Nazia Haque Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberCoordinatorTeam MemberManagersConsumer Goods ProfessionalCommodities ClerkAnalystsBuyer and SellerSales RepresentativeEntertainment ProfessionalEntertainerStudent WorkerOperations Manager

Experience & Education

Position:
Product Development Coordinator (The Disney Store) at Disney Consumer Products
Title:
Associate Merchandiser
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Disney Consumer Products - PasadenaProduct Development Coordinator (The Disney Store)since Dec 2012Disney Consumer Products - Pasadena, CADesign Coordinator (The Disney Store)2011 - Nov 2012

Matt Davis Los Angeles, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProduce ManagerProduction ManagerOperations ManagerTeam Member

Experience & Education

Position:
Financial Planner at FPG Advisors, Inc
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
FPG Advisors, Inc - Westlake Hills, CAFinancial Plannersince Jul 2011Amazon Web Services, an Amazon.com Company - Greater Seattle AreaSenior Product Manager - Cloud StorageOct 2009 - May 2011

George Lee Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChief Administrative OfficerChief ExecutiveSupport ManagerManagersConsumer Goods ProfessionalRetail ProfessionalSales SupportCommodities ClerkRetail SalespersonServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeDepartment Store SalespersonSystems Support SpecialistSupport Specialists

Experience & Education

Title:
Business Administrative Professional
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Altria - Pasadena, caSection Management AssistantDec 1997 - Feb 2012Altria Group Distribution Company Section Management AssistantJan 1997 - Jan 2012

Jennifer Johns Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerConsumer Goods ProfessionalArea Sales ManagerCommodities ClerkRegional Sales ConsultantSales RepresentativeCustomer ServiceAdvertising Sales Agent

Experience & Education

Position:
Director of Sales at LATHER
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
LATHER - Pasadena, CADirector of Salessince Jul 2011ION Media Networks Regional Sales Manager, Western RegionOct 2008 - Jul 2011

Jenny Sun Pasadena, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentApprenticeOffice ClerkClerical SpecialistBachelor of Business AdministrationCorporate ExecutiveChief ExecutiveStudent Worker

Experience & Education

Work

Company:
East west bank
Accountant
Company:
Akridge - Washington, DC
Operations support accountant

Skills

Quickbooks

Hem-young De Fazio Pasadena, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerVice PresidentChief ExecutiveOwnerSales RepresentativeBuyer and Seller

Experience & Education

Position:
Realtor at Coldwell Banker Residential Brokerage, Artist at Hem-young de Fazio, Vice President at...
Title:
Hem-young de Fazio
Location:
Pasadena, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage Realtorsince 1998Hem-young de Fazio Artistsince Jan 1990
Languages:
English, Korean

Steve Kessler Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerSales ExecutiveSales ManagerEntertainerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Services Representative at MassMutual Greater Los Angeles
Location:
Greater Los Angeles Area
Industry:
Printing
Work history:
MassMutual Greater Los Angeles - Pasadena CAFinancial Services Representativesince Apr 2013Anderson L.A. Sales ExecutiveFeb 2010 - Aug 2012

Maranda Pierfax Pasadena, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo
Personal phone banker
Company:
Vxi
Retention rep

Nicholas Poshek Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Financial Services Professional at MassMutual Financial Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - Pasadena, CAFinancial Services Professionalsince Dec 2012Wells Fargo - El Monte, CAInbound sales specialistJan 2011 - Dec 2012

Jim Tripodes Los Angeles, CA

Professions & Specialties

BankerMortgage BrokerFinancial Services ProfessionalFinancial Services Sales AgentMortgage SpecialistLoan OfficersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales Representative

Experience & Education

Position:
Realtor at Coldwell Banker San Marino
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Coldwell Banker San Marino - San Marino, CARealtorsince Jul 2008Pacific Properties - Covina, CARealtor/Mortgage BrokerJan 2006 - Jul 2008
Skills:
First Time Home Buyers, Investment Properties, Relocation, Investors, Short Sales, Real Estate, REO
Certifications:
Accredited Buyer's Representative, Real Estate Buyer’s Agent Council of the National Association of REALTORS

Michael Keeslar Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorSenior ManagerOperations ManagerConsumer Goods ProfessionalCommodities ClerkResearch ScientistTeam MemberAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director, Business Operations & Insights at Green Dot Corporation
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Green Dot Corporation - Pasadena, CADirector, Business Operations & Insightssince Jul 2013KPMG - Los Angeles, CASenior Manager, Economic & Valuation ServicesJul 2012 - Jul 2013

Calvin Tat Los Angeles, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentCorrespondentReporterBuyerClient Service OfficerBuyer and SellerSales RepresentativeSupporting MemberTeam MemberCustomer ServiceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSoftware TesterComputer Specialist

Experience & Education

Position:
Loan Purchaser Associate at ING DIRECT
Title:
Sr. Mortgage Loan Funder, Closer, Correspondent Loan Purchaser
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
ING DIRECT - Los Angeles, CALoan Purchaser Associatesince 2011ING DIRECT - Los Angeles, CALoan Closing & Funding Associate2007 - 2011

John Balen Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerConsumer Goods ProfessionalCommodities ClerkProduction ManagerEntertainer

Experience & Education

Position:
Director, Product Development Hardlines at Disney Consumer Products
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Disney Consumer Products Director, Product Development Hardlinessince Oct 2012The Disney Store - Pasadena, CADirector, Merchandise - Toys & HardlinesJun 2008 - Oct 2012

Morgan Gough Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveOperations Manager

Experience & Education

Position:
Financial Advisor at Arkenstone Financial, Financial Advisor at Wespac Advisors SoCal LLC
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Arkenstone Financial - La Quinta, CAFinancial Advisorsince Feb 2012Wespac Advisors SoCal LLC - Pasadena, CAFinancial Advisorsince Jul 2009

Mike Safaie Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeCustomer ServiceClient Service OfficerAdvisorField Marketing SpecialistMarketing AdministratorMarketing ManagerOperations Manager

Experience & Education

Position:
Personal Financial Representative at Allstate Financial Services, LLC
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Allstate Financial Services, LLC Personal Financial Representativesince May 2013New York Life Insurance Company - Irvine, CAFinancial AdvisorDec 2012 - May 2013
Languages:
English, Farsi
Certifications:
Series 7 General securities licensed
Series 66 California State Law Licensed

Cliff Collins Los Angeles, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficerLoan OfficersBranch ManagerField Marketing SpecialistMarketing AdministratorCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerSales DirectorMarketing ManagerPsychology SpecialistOperations ManagerChief ExecutivePsychologistSales RepresentativeRegional Sales ConsultantProperty ManagerReal Estate Manager

Experience & Education

Position:
Branch Manager at Caliber Funding
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Caliber Funding - Pasadena, CABranch Managersince Nov 2012W. J. Bradley Mortgage Capital, LLC - Pasadena, CASales ManagerJan 2012 - Nov 2012
Skills:
NMLS # 484170, California DRE Broker License # 00600732, Formal Training in the Sandler sales...

Anastasia Budiman Los Angeles, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorManagersLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Property Coordinator at Panda Restaurant Group, Real Estate Agent/Realtor at Coldwell Banker New...
Title:
Property Coordinator at Panda Restaurant Group
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Panda Restaurant Group Property Coordinatorsince Jun 2011Coldwell Banker New Century Real Estate Agent/Realtorsince Aug 2010
Skills:
Business Brokerage, Real Estate License, Property Management

Clayton Gibson Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentPartnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Financial Advisor VP CIMA at Merrill Lynch
Title:
Senior Financial Advisor VP at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pasadena CASenior Financial Advisor VP CIMAsince Apr 1998
Skills:
Portfolio Management, Forecasting, Financial Analysis, Financial Modeling, Investments

Juan Fontenla Los Angeles, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveSenior AdvisorAdvisorOperations ManagerBusiness AdministratorTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPsychology Specialist

Experience & Education

Position:
Vice President, Senior Advisor at Bank of the West Wealth Management Group
Title:
Private Banker
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Bank of the West Wealth Management Group - Beverly Hills, CAVice President, Senior Advisorsince Jul 2012Citibank - Pasadena, CAVice PresidentJul 2009 - Jul 2012

Nathan Cupoli Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSystems AnalystInformation Technology SpecialistIT AnalystIT SpecialistClient Service OfficerCustomer ServiceAccounting BookkeeperBookkeeper

Experience & Education

Position:
Global Financial Reporting Systems Analyst at Avery Dennison
Title:
Global Financial Reporting Systems Analyst
Location:
Greater Los Angeles Area
Industry:
Information Technology and Services
Work history:
Avery Dennison - Pasadena, CAGlobal Financial Reporting Systems Analystsince Feb 2011JPMorgan Chase Financial AdvisorJan 2009 - Feb 2011

Linda Varga Los Angeles, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChairpersonPartnerChief ExecutiveOncologistMedical Practice ProfessionalMedical PractitionerConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
President at ezShade, Partner at Moravec, Varga & Mooney
Title:
President ezShade
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
EzShade - San Marino, CAPresidentsince 2007Moravec, Varga & Mooney Partnersince 2001

Raul Mercado Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveRegion ManagerSales ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitmentArea ManagerManagers

Experience & Education

Position:
President at Mercado Insurance Services
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
Mercado Insurance Services - Pasadena, CaPresidentsince Jan 2005MassMutual Financial Group - Los Angeles, CaFinancial AdvisorMay 2001 - Jan 2005

Christine Fuentes Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President-Elect at Financial Planning Association, Financial Advisor at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Financial Planning Association President-Electsince 2012Ameriprise Financial - 70 S. Lake Avenue Ste. 600 Pasadena, CA 91101Financial Advisorsince Apr 1986

Rosalia Yang Pasadena, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersChief Executive OfficerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisor

Experience & Education

Position:
Mortgage Banker at Bank of the West
Location:
San Marino, California
Industry:
Banking
Work history:
Bank of the West - San Marino, Alhambra, South PasadenaMortgage Bankersince Oct 2012Shanghai Wellink Industru Co. Ltd. - Shanghai, ChinaGeneral ManagerAug 2011 - Sep 2012

Ricky Biel Pasadena, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Advice & Wealth Management Solutions at Haydel, Biel & Associates
Title:
Partner, Haydel, Biel & Associates
Location:
Pasadena, California
Industry:
Financial Services
Work history:
Haydel, Biel & Associates - Pasadena, CAAdvice & Wealth Management Solutionssince Dec 1999American Express Financial Advisors Senior Financial AdvisorDec 1999 - Dec 2009
Languages:
Spanish, Portuguese



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