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Financial Services Professionals in San Juan Capistrano, CA

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Here is a complete list of most local Financial Services Professionals in San Juan Capistrano, CA.

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250 results found

David Gordon Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Representative • Consumer Goods Professional • Commodities Clerk • Manager • Chief Administrative Officer • Operations Manager • Chief Executive • Logistician

Experience & Education

Position:
Senior Product Risk Management Representative at Fluidmaster
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Fluidmaster - San Juan Capistrano, CASenior Product Risk Management Representativesince Mar 2010Schenker, Inc. Claims Services ManagerApr 2004 - Jan 2010
Skills:
Sales, Negotiation, Customer Service, Microsoft Office, Risk Management
Full Profile

Pierre Gendreau Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Sales Person • Sales Representative • Market Analyst • Market Research Analyst • Construction • Sports Trainer • Sports Trainers • Office Clerk • Clerical Specialist • Advisor • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Operations Manager

Experience & Education

Position:
Vice President-Institutional Sales at Global Financial Data
Location:
Orange County, California Area
Industry:
Market Research
Work history:
Global Financial Data - Orange County, California AreaVice President-Institutional Salessince Jan 2011Chase Investment Services Corp. - Mission Viejo, CAFinancial Advisor - Vice President-InvestmentsJun 2010 - Jan 2011
Languages:
French
Full Profile

Tonia Smith Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Accounts Receivable • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Buyer • Sales Person • Buyer and Seller • Sales Representative • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Cashier Clerk • Cashier • Services Professional • Sales and Service Specialist • Sales Agent • Information Technology Specialist • IT Specialist • Operations Manager

Experience & Education

Position:
Accounts Receivable at Coldwell Banker Real Estate
Title:
Accounts Receivable at Coldwell Banker, Mission Viejo, Ca
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Real Estate - Mission Viejo,CaAccounts Receivablesince Oct 2012Digital Realty Trust - Los Angeles, CAAccounts Receivable AccountApr 2009 - Oct 2012
Skills:
CTI (A/S 400), Timberline Accounting, Yardi Voyager, MRI Software, Microsoft Office, Auditing,...
Full Profile

Pinita Shah Santa Ana, CA

Professions & Specialties

Mortgage Broker • Financial Consultant • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Notary Public • Law Specialist • Legal Counsel • Notary • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entrepreneur • Managers • Agent • Sales Representative

Experience & Education

Position:
Mortgage Broker & Real Estate Broker at Easy Financial, Attorney at Shah Law
Title:
Attorney, Real Estate & Mortgage Broker, Notary Public, Entrepreneur
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Easy Financial - Anaheim, CAMortgage Broker & Real Estate Brokersince Jul 2003Shah Law - Mission Viejo, CAAttorneysince Oct 2010
Languages:
Hindi, Gujarati, Urdu
Full Profile

Connie Shadell San Juan Capistrano, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Guide • Tour Guide • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Relationship Banker at Chase
Title:
Relationship Banker J P Morgan Chase Ba
Location:
Ladera Ranch, California
Industry:
Banking
Work history:
Chase - Laguna HillsRelationship Bankersince Feb 2012New York Life Insurance Company Insurance AgentDec 2008 - Aug 2010
Skills:
Life Insurance, Fixed Annuities, Banking, Insurance, Mortgage Lending, Account Management,...
Full Profile

Kevin Mcquown Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Counselor • Advisor • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment

Experience & Education

Position:
CEO and Senior Mortgage Banker at myRatecall, Branch Manager/Senior Mortgage Banker/Consultant at...
Title:
Founder/CEO at myRatecall
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
MyRatecall CEO and Senior Mortgage Bankersince Aug 2011Directors Financial Group - lake forest, caBranch Manager/Senior Mortgage Banker/Consultantsince Feb 2010
Full Profile

Jim Obrien San Juan Capistrano, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Marketing Manager • Leader • Managers • Consumer Goods Professional • Agent • Commodities Clerk • Sales Representative • Marketing Administrator • Chief Executive • Area Manager • Retail Salesperson • Advertising Sales Agent

Experience & Education

Position:
Western Region Sales Manager at EcoSMART Technologies, Inc.
Location:
Mission Viejo, California
Industry:
Consumer Goods
Work history:
EcoSMART Technologies, Inc. Western Region Sales Managersince Nov 2009Central Garden and Pet West Region Sales and Trade Marketing ManagerSep 2004 - Oct 2008
Skills:
Business Strategy, Key Account Management, People Management, Sales Management, Forecasting,...
Full Profile

Russ Ortiz Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Marketing Manager • Consumer Goods Professional • Commodities Clerk • Retail Design Architect • Product Specialist • Operations Manager • Market Research Analyst • Designers • Advisor • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
CEO at Shine by S.H.O.
Title:
CEO at Shine by S.H.O
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Shine by S.H.O. - San Juan Capistrano, CACEOsince Jan 2012Oakley Vice President Global Brand CommunicationsDec 2008 - Jan 2012
Skills:
Senior Executive Leadership, Brand Development, Marketing Communications, Strategic Planning,...
Full Profile

Richard Ogata Santa Ana, CA

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Crewman • Bartender • Team Member • Entertainment Professional • Entertainer • High School Diploma • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Daycamp Attendant at Paws Pet Resorts
Title:
Dog Daycamp Attendant at Paws Pet Resort
Location:
Orange County, California Area
Industry:
Hospitality
Work history:
Paws Pet Resorts - Lake Forest, CADaycamp Attendantsince Mar 2013JPMorgan Chase - Rancho Santa Margarita, CABank TellerAug 2011 - Nov 2012
Full Profile

Dave Marzinke Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Area Sales Manager • Regional Account Executive • Regional Sales Consultant • Sales Representative • Correspondent • Reporter • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager • Customer Service

Experience & Education

Position:
Senior Loan Consultant at Movement Mortgage
Title:
Senior Mortgage Consultant at Movement Mortgage, LLC
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Movement Mortgage - Mission Viejo, CASenior Loan Consultantsince Apr 2013Discover Financial Services - Irvine, CADiscover Home Loans - Mortgage BankerNov 2010 - Mar 2013
Skills:
Loans, Mortgage Lending, FHA, Portfolio Management, Residential Homes, Loan Origination, Credit,...
Full Profile

Angelo Lombardo Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Leader • Managers • Consumer Goods Professional • Commodities Clerk • Sports Trainer • Sports Trainers • Operations Manager • Marketing Manager • Counselor • Food service • Leadership Think Tank • Business Administrator • Advisor • Analysts • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Cashier Clerk • Cashier • Master of Business Administration • Bachelor of Arts • Wellness and Fitness • Mediator • Customer Service • Marketing Administrator

Experience & Education

Position:
Senior Leader, National Sales at The Coca-Cola Company
Title:
Vice President, Senior Leader, Executive, Business Development, National Sales, Marketing
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
The Coca-Cola Company Senior Leader, National Salessince Jun 2011Beachbody Coach2012 - 2013
Skills:
Executive Management, Leadership, Team Leadership, Cross-functional Team Leadership, Business...
Full Profile

Mark Pullinger San Juan Capistrano, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Director • Marketing Manager • Operations Manager • Representative • Leader • Managers • Master of Public Administration • Web Marketer • Database Administration Professional • Database Administrator

Experience & Education

Position:
Regional Vice President of Marketing at Coldwell Banker Residential Brokerage
Location:
Mission Viejo, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage Regional Vice President of Marketingsince Sep 2012Koenig & Strey Real Estate Vice President of Media Marketing and TechnologyDec 2009 - Sep 2012
Skills:
Copywriting, Project Management, Management, Creative Direction, Web 2.0, Media Planning, Market...
Full Profile

Jimmy Gaughan Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Regional Sales Consultant • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Area Sales Manager at Tri-Emerald Financial, Inc
Title:
Area Sales Manager
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Tri-Emerald Financial, Inc - Lake Forrest, CAArea Sales Managersince Jun 2012Close Your Own Loan.com - Mission Viejo, CASenior Mortgage BankerJun 2011 - Jun 2012
Full Profile

Brett Wikander Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Personal Banker at Wells Fargo Bank
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Wells Fargo Bank - Mission Viejo, CAPersonal Bankersince Sep 2010Global debt mangement Debt ConsultantAug 2009 - May 2010
Full Profile

Wendy Halland San Juan Capistrano, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Corporate consulting
Financial consultant
Company:
Pw brands llc - Laguna Hills, CA
Controller

Skills

Controller, Startup Specialis, Accounting, Financial Statements, Big 5 Audit and Tax, analysis,...
Full Profile

Ray Valencia Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Financial Director • Financial Officer • Financial Manager • Customer Service • Client Service Officer • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Bookkeeper • Human Resources Specialist • Recruitment • Business Administrator • Advisor • Computer Software Professional • Software Developers

Experience & Education

Position:
Firm Director at Independent Firm
Title:
Firm Director
Location:
Laguna Beach, California
Industry:
Executive Office
Work history:
Independent Firm - Laguna Beach, CAFirm Directorsince 2011Trilogy Financial - Irvine, CAFinancial Advisor2010 - Sep 2011
Full Profile

Matt Sanchez San Juan Capistrano, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Work

Company:
Allianz asset management
Senior financial analyst
Company:
Metlife
Financial consultant
Full Profile

Jon Leonhardt San Juan Capistrano, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Account Manager • Master of Business Administration • Bachelor of Science • Client Service Officer • Customer Service

Experience & Education

Work

Company:
United prepaid network
Account manager
Company:
Mortgage & real estate companies
Mortgage banker
Full Profile

Jennifer Hurd San Juan Capistrano, CA

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Team Member

Experience & Education

Work

Company:
Eagle community credit union
Member service represnative
Company:
Jpmorgan chase bank - Rancho Santa Margarita, CA
Bank teller

Skills

Capstone Project Developed campaign for agency in small team setting creating ideas for the needs...
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

Monette Harris San Juan Capistrano, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Citibank - San Clemente, CA
Personal banker
Company:
North island credit union - San Diego, CA
Financial services representative ii
Full Profile

Saeed Manshadi San Juan Capistrano, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Triequa wealth management
Assistant financial planner

Skills

Active and valid FINRA Series 7 and 63- Life Insurance License
Full Profile

William Mandeville San Juan Capistrano, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accountant • Operations Manager • Recruitment

Experience & Education

Work

Company:
Link revenue resources, llc
Accountant
Company:
Tax & financial group
Financial advisor
Full Profile

Roseann Parra San Juan Capistrano, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Loan Officers

Experience & Education

Work

Company:
Greenpoint mortgage - Santa Ana, CA
Loan funder / doc drawer/ shipper
Company:
Bank of america - Irvine, CA
Loan funder / doc drawer/ shipper
Full Profile

Ali Ahmari Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Advisor • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Business Administrator • Master of Business Administration • Buyer and Seller • Sales Representative • Chief Executive • Corporate Executive • Operations Manager

Experience & Education

Position:
Mortgage Banker / Loan Consultant at Claiber Funding, Associate Broker at Evergreen Realty &...
Title:
Mortgage Banker / Luxury Home Loan Lender Caliber Funding LLC
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Claiber Funding Mortgage Banker / Loan Consultantsince Sep 2012Evergreen Realty & Associates Associate Brokersince 2012
Skills:
Banking, VA loans, Credit, First Time Home Buyers, Real Estate Economics, Finance, REO, Funding,...
Languages:
English, Persian
Full Profile

Amber Hawthorne San Juan Capistrano, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Consumer Goods Professional • Sales Person • Client Service Officer • Commodities Clerk • Sales Representative • Customer Service • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at Bambu Earth
Location:
Mission Viejo, California
Industry:
Consumer Goods
Work history:
Bambu Earth Ownersince Mar 2009Equity Residential Sales ConsultantAug 2008 - Aug 2011
Skills:
Social Media, Blogging, Illustrator, Soapmaking, Beauty Industry, Skin Care
Full Profile

Lynette Sideris Irvine, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Trader joes - Irvine, CA
Company:
Latco enterprises - San Clemente, CA
Full Profile

Dawn Perkins Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Independent Consultant • Counselor • Advisor • Consumer Goods Professional • Commodities Clerk • Police • Administrative Clerk • Clerical Specialist • Advertising Professional • Advertising Sales Agent • Psychology Specialist

Experience & Education

Position:
Team Leader at Origami Owl, Independent Consultant at Scentsy, Inc.
Title:
Team Leader at Origami Owl
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Origami Owl Team Leadersince Jul 2012Scentsy, Inc. - Mission Viejo, CAIndependent Consultantsince Jul 2011
Full Profile

Christina Sain San Juan Capistrano, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Operations Manager • Customer Service

Experience & Education

Work

Company:
Plaza home mortgage - Irvine, CA
Senior funder
Company:
Metlife bank - Irvine, CA
Senior funder
Full Profile

Jeremy Guajardo San Juan Capistrano, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Licensed Personal Banker at Chase Bank
Title:
Licensed Personal Banker
Location:
Mission Viejo, California
Industry:
Investment Banking
Work history:
Chase Bank - Mission ViejoLicensed Personal Bankersince Oct 2010
Full Profile

Patrick Mcgrath Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Project Engineer • Engineering Specialist • Board Member • Owner • Management Team Executive • Operations Manager • Chief Executive • Consumer Goods Professional • Commodities Clerk • Construction

Experience & Education

Position:
Senior Project Engineer at Fluidmaster
Title:
Project Engineer at Fluidmaster
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Fluidmaster - San Juan Capistrano, CASenior Project Engineersince Jan 2009Griffin+McGrath Irrigation - Tustin, CAOwnerJun 2006 - Dec 2008
Full Profile

Spencer Morris Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Marketing Manager • Brand Planner • Brand Representative • Consumer Goods Professional • Commodities Clerk • Account Manager

Experience & Education

Position:
CEO & Founder at Sun Moon Enterprises, Inc.
Title:
Founder of Sun Moon Enterprises, Inc.
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Sun Moon Enterprises, Inc. - Irvine, CACEO & Foundersince Apr 2012McGraw-Hill Higher Education Field SalesFeb 2011 - Jul 2012
Full Profile

James Byrnes Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Hospital Care Professional • Certified Nurse Aide • Health Professional • Health Practitioner • Nurse • Nurse Practitioner • Agent • Sales Representative • Web Marketer • Managers • Advisor • Biller • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Community Liaison at Maxim Healthcare Services, Financial Advisor at World Financial Group (WFG)
Title:
Experienced in Healthcare, Sales, Management, & Client Relations.
Location:
Orange County, California Area
Industry:
Hospital & Health Care
Work history:
Maxim Healthcare Services - 17862 E Seventeenth St, Tustin CA 92780Community Liaisonsince Apr 2012World Financial Group (WFG) - Greater San Diego AreaFinancial Advisorsince Jan 2012
Full Profile

Alan Bigdelou San Juan Capistrano, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • SEO Specialist • Web Marketer • Sales Person • Sales Representative • Marketing Manager

Experience & Education

Position:
Administrative Assistant at PlanetPlexi (Sole Proprietorship)
Title:
Personal Banker at Wells Fargo
Location:
Mission Viejo, California
Industry:
Banking
Work history:
PlanetPlexi Administrative Assistantsince Jun 2012Best Buy BBM Sales ConsultantSep 2007 - Jun 2012
Skills:
Retail, Merchandising, Store Management, Visual Merchandising, Customer Service, Loss Prevention,...
Full Profile

Maria Ward Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Manager • Operations Manager • Project Managers • Project Manager • Sales Manager

Experience & Education

Position:
Sr. Field Services Manager at Coldwell Banker Real Estate
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Real Estate Sr. Field Services Managersince 2007Saddleback Church Translation Project Manager2003 - 2007
Languages:
English, Spanish
Full Profile

Rose Mendoza San Juan Capistrano, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Owner • Partner • Chief Executive • Consumer Goods Professional • Commodities Clerk • Model • Certified Nurse Aide • Nurse • Nurse Practitioner • Trainer

Experience & Education

Position:
Owner at Opening Act Window Fashions, Boresha Referral Partner & Coach at Boresha
Title:
Independent Distributor / Coach at Boresha
Location:
Mission Viejo, California
Industry:
Consumer Goods
Work history:
Opening Act Window Fashions OwnerBoresha - Orange County, California AreaBoresha Referral Partner & Coachsince Mar 2010
Full Profile

Matthew Poulin Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Coordinator • Counselor • Managers • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Office Administrator • Operations Manager

Experience & Education

Position:
Relocation Counselor at Coldwell Banker Residential Brokerage
Title:
Outgoing Referral Coordinator, Coldwell Banker Southwest Region
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - Mission Viejo, CARelocation Counselorsince Mar 2009Coldwell Banker Residential Brokerage - Yorba Linda, CAAssit. Office AdministratorOct 2002 - May 2009
Full Profile

Josh Murray San Juan Capistrano, CA

Professions & Specialties

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

Experience & Education

Position:
Branch Sales Manager at Kohler Co.
Location:
Mission Viejo, California
Industry:
Consumer Goods
Work history:
Kohler Co. Branch Sales Managersince Apr 2012Kohler Co. Sr. Sales Executive-ConstructionAug 2000 - Apr 2012
Full Profile

Nancy Martinez Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Specialist • Loan Officers • Secretary • Chief Administrative Officer • Manager • Chief Executive • Operations Manager • Team Member • Finance and Accounting Specialist • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Accounting Bookkeeper • Bookkeeper • Project Managers • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Planning Secretary at Civic Solutions
Title:
Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Civic Solutions - City of Jurupa ValleyPlanning Secretarysince Jul 2012Jean Morangu, M.D. - San Juan Capistrano, CAFinancial Services Administrator2011 - 2011
Full Profile

Ann Katapski Trabuco Canyon, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Consumer Goods Professional • Commodities Clerk • Coordinator • Managers • Chief Administrative Officer • Chief Executive

Experience & Education

Title:
Looking for employment
Location:
Trabuco Canyon, California
Industry:
Consumer Goods
Work history:
Duane Gomer Seminars - Mission Viejo, CACustomer ServiceAug 2012 - Dec 2012McKeon Homes, Inc. Keller Williams Realty - Mission Viejo, CATeam CoordinatorJan 2012 - Aug 2012
Full Profile

Sonya Wong Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Counselor • Advisor • Account Manager • Field Auditor • Auditor • Office Assistant • Non-Profit • Office Clerk • Clerical Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entertainment Professional • Entertainer • Operations Manager

Experience & Education

Position:
Financial Advisor at Jamison Keener, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Jamison Keener, LLC - Ladera Ranch, CA. 92694Financial Advisorsince Feb 2010Tatum LLC ConsultantAug 2010 - Aug 2013
Certifications:
Certified Public Accountant, California State Board of Accountancy
Series 6,7, 63 and 65 Licensee, FINRA
Full Profile

Vollie Mathews San Juan Capistrano, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Information Technology Specialist • IT Specialist • Clerical Specialist

Experience & Education

Position:
Personal Banker at OneWest Bank
Location:
Mission Viejo, California
Industry:
Financial Services
Work history:
OneWest Bank - Huntington Beach, CAPersonal Bankersince Sep 2010Eagle Communty CU - Lake Forest, CALoss Mitigation OfficerAug 2007 - Apr 2010
Full Profile

Claudia Zhang Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Supplier • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk

Experience & Education

Position:
Manager, Supplier Quality at Fluidmaster
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Fluidmaster - San Juan Capistrano, CAManager, Supplier Qualitysince Nov 2011Opella Supplier Quality2012 - 2012
Skills:
Supplier Quality, Quality Systems, PPAP, ISO 13485, Design of Experiments, Medical Devices, Design...
Languages:
Chinese
Full Profile

Kristen Ferrise Santa Ana, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Apprentice • Administrative Clerk • Clerical Specialist • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Student Worker • Public Relations Professinal

Experience & Education

Position:
Referral Administrator to Relocation Department at Coldwell Banker
Title:
Referral Administrator at Coldwell Banker Residential Brokerage Southwest - Client Development Group
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Coldwell Banker - Mission Viejo, CAReferral Administrator to Relocation Departmentsince Jul 2011Bridal & Event Lounge Intern2011 - 2011
Full Profile

Dennis Pike San Juan Capistrano, CA

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Managing Partner • Partner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Marketpro Trading, LLC
Title:
Managing Partner of Marketpro Trading, LLC
Location:
Mission Viejo, California
Industry:
Financial Services
Work history:
Marketpro Trading, LLC - Mission Viejo, Ca.Managing Partnersince Mar 2009Thrivent Investment Management Financial ConsultantFeb 2005 - Mar 2009
Skills:
Process Improvement, Strategic Financial Planning, Strategic Planning, Investments, Portfolio...
Full Profile

Brian Wakeman Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Partner • Chief Executive • DB Administrator • Database Administration Professional • Database Administrator • Consumer Goods Professional • Commodities Clerk • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at Vanishing Screens Group, Partner at Rawa Enterprises
Title:
Owner / Partner of DoubleVision Ent., LLC, dba THE VANISHING SCREENS GROUP
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Vanishing Screens Group - Oceanside & San Clemente, CAPartnersince Oct 2003Rawa Enterprises - San Clemente, CAPartnersince 1979
Full Profile

Shane O'reilly Santa Ana, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • School Principal • School Administrator • Educational Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Title:
Sought After Developmental Consultant
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
O'Reilly Development Group - Mission Viejo, CAPrincipalJan 2002 - Aug 2010
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Ofer Ben-menahem Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
TD Ameritrade - Mission Viejo, CAInvestment Consultantsince Jun 2013AXA Advisors - Irvine, CAFinancial ConsultantAug 2009 - May 2013
Skills:
Wealth Management, Investments, Retirement Planning
Languages:
English, Hebrew
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Edgar Vera San Juan Capistrano, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • SAP Consultant • Software Tester • IT Consultant • Computer Specialist • Project Manager • Business Administrator • Analysts • Software Developer • Software Developers • Information Systems Analyst • IT Analyst • Bachelor of Science • Buyer and Seller • Sales Representative • School Administrator • Educational Manager • Operations Manager • Project Managers

Experience & Education

Work

Company:
Dc&m partners llc
Sap consultant/quality assurance lead
Company:
Kforce inc - Irvine, CA
Erp financial consultant

Skills

SAP R/3 Financial modules 6.x versions, SAP XI, Ariba Buyer 7.03, Ariba Dynamic Trade 2.5, Ariba...
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Matthew Toth San Juan Capistrano, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Quality Control • Compliance Manager • Assistant Manager • Managers

Experience & Education

Work

Company:
Crankin solutions, llc
Quality control manager/technical sales
Company:
Nine star
Assistant manager

Skills

Skills Communication: - Ability to communicate efficiently and effectively with customers,...
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