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Financial Services Professionals in California

Financial Services Professionals in Soquel, CA

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18 results found

James Maleta Soquel, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Agent • Sales Agent • Sales Representative • Advisor

Experience & Education

Work

Company:
Maleta financial services
Owner, ceo- private wealth management service- lpl financial was my broker dealer
Company:
Wells fargo investments/advisors - San Jose, CA
Financial consultant and advisor, private client wealth management team

Skills

Hold securities licenses 7,63,66 and a California insurance license for life, variable, and fixed...
Full Profile

Raymond Santiago Soquel, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Graphic Design Specialist • Graphic Designer • Medical Assistant • Healthcare Support • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Banker at U.S. Bank, Contract Graphic Designer at Triangle Software
Title:
Senior Banker at U.S. Bank
Location:
Soquel, California
Industry:
Banking
Work history:
U.S. Bank - Soquel, CASenior Bankersince Jun 2012Triangle Software Contract Graphic Designersince May 2012
Full Profile

Nicholas Bongiorno Soquel, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Assistant Store Manager • Shop Manager • Sales Manager

Experience & Education

Work

Company:
Bank of america
Personal banker
Company:
Kohl's - Capitola, CA
Assistant store manager
Full Profile

Fabiola Vargas Soquel, CA

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager

Experience & Education

Work

Company:
Us bank
Bank teller
Company:
Ace hardware
Manager
Full Profile

Jacky Mcdonald Soquel, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Chase bank - Capitola, CA
Bank teller
Company:
Wells fargo - Santa Cruz, CA
Bank teller
Full Profile

Mickey Blanchette Soquel, CA

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Caregiver • Nursing Assistant • Secretary • Paramedic • Professional Handyman • Skilled Professional • Customer Service • Client Service Officer • Cashier • Manager • Operations Manager • Sports Trainer • Sports Trainers • High School Diploma • General Education

Experience & Education

Work

Company:
Home helpers and direct link - Santa Cruz, CA
Caregiver
Company:
Cinelux 41st avenue cinemas - Capitola, CA
Floor staff

Skills

EMT, First Aid and CPR certified, handy man skills, customer service skills, secretary, care giving ...
Full Profile

Allison Almira Santa Cruz, CA

Professions & Specialties

Administrative Coordinator • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Marketing & Administrative Coordinator at Optimum Business Services
Location:
Santa Cruz, California
Industry:
Financial Services
Work history:
Optimum Business Services - Soquel, CAMarketing & Administrative Coordinatorsince 2012Niemann Capital Management Office & Facilities ManagerDec 2004 - Dec 2011
Skills:
Mutual Funds
Full Profile

Mark Jones Soquel, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Agent • Sales Representative • Managers • Founding Member • Chief Executive

Experience & Education

Work

Company:
Retirement educators inc
Retirement plan consultant
Company:
Proposition trading
Clearing agent

Skills

Finra Series 7, California Health, Life, with Variable Contracts
Full Profile

Brian Smalley Soquel, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Sales Manager • Floor Manager • Retail Sales Manager • Bookkeeper • Bachelor of Arts • General Education

Experience & Education

Work

Company:
Capitola book cafe
It/manager capitola book cafe
Company:
Cabrillo college - Aptos, CA
Program specialist for allied health
Full Profile

Laurel Capehart Soquel, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations

Experience & Education

Position:
Operations Manager at PDM International Corp.
Location:
Soquel, California
Industry:
Food Production
Work history:
PDM International Corp. Operations Managersince Jul 2005
Full Profile

Mickey Blanchette Soquel, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Caregiver • Nursing Assistant • Customer Service • Client Service Officer • Secretary • High School Diploma • General Education • Operations Manager

Experience & Education

Work

Company:
Home helpers and direct link - Santa Cruz, CA
Caregiver
Company:
Robbery
Customer service, customer confidentiality
Full Profile

Lynne Thompson Soquel, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Co-Owner • Supervisor • Advisor • Managers • General Education

Experience & Education

Work

Company:
Layton construction - Lihue, HI
Project assistant
Company:
Hale diversified llc - Kalaheo, HI
Owner
Full Profile

Javier Aguirre San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at Signs Up, LLC (Self-employed)
Title:
Owner, SIGNS UP LLC Soquel/Santa Cruz, CA
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Signs Up, LLC - 3921 Soquel Drive Ste#C, Soquel CA 95073Ownersince Feb 2001
Full Profile

Justin Gold San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Shop Manager • Co-Owner • Sales Manager • Owner • Chief Executive • Consumer Goods Professional • Commodities Clerk • Graphic Designer • Managers • Advertising Sales Agent

Experience & Education

Position:
Shop Manager at Real Deal Hot Rods, Co-Owner at The Little Peoples Store (Sole Proprietorship)
Title:
at The Little Peoples Store
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Real Deal Hot Rods - Santa Cruz, caShop Managersince Jan 2013The Little Peoples Store - Soquel, CACo-Ownersince Dec 2009
Skills:
Apparel, Social Media Marketing, Social Media, Graphic Design, Event Management, Adobe Creative...
Full Profile

Daniel Williamson San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President - Financial Consultant at Charles Schwab
Title:
Finance
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Charles Schwab Vice President - Financial Consultantsince May 2012Fidelity Investments, Personal and Workplace Investments - Sunnyvale, CaAccount ExecutiveNov 2010 - Feb 2012
Skills:
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Series 7, Series 63, Series 66, CA...
Full Profile

Brandyn Cavin San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Foothill Securities, Inc.
Title:
Independent Financial Services Professional
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Foothill Securities, Inc. - Soquel, CAFinancial Advisorsince Jun 2006Mercer Advisors - Santa Barbara, California AreaFinancial AdvisorJul 2001 - May 2006
Full Profile

Janee Del Colletti San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Mortgage Banker at Intercap Lending
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Intercap Lending Mortgage Bankersince Oct 2012American Financial Network Inc. - Soquel, CaBranch CoordinatorJan 2012 - Oct 2012
Full Profile

Margaret Kim San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Associate Professor • Lecturer • Postsecondary Teacher • Chief Executive

Experience & Education

Position:
Board Member at Vajrapani Institute, Adjunct Professor at Golden Gate University-MBA Program, Dept...
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Vajrapani Institute - Soquel, CABoard Membersince Dec 2012Golden Gate University-MBA Program, Dept of Finance - San Francisco, CAAdjunct Professorsince 2011
Full Profile

Financial Services Professionals near Soquel, CA04288561,2841,7122,140San JoseSalinasSunnyvaleSanta ClaraCupertinoSanta CruzLos GatosCampbellMontereyMorgan Hill


Financial Services Professionals around Soquel, CA

Aptos  (41)
Aromas  (2)
Ben Lomond  (5)
Campbell  (196)
Capitola  (39)
Castroville  (10)
Coyote  (2)
Cupertino  (318)
Freedom  (4)
Los Gatos  (215)
Monterey  (142)
Morgan Hill  (125)
Moss Landing  (2)
Mount Hermon  (2)
Salinas  (745)
San Jose  (2,139)
San Martin  (9)
Santa Clara  (519)
Santa Cruz  (291)
Saratoga  (81)
Sunnyvale  (519)
Watsonville  (70)

Financial Services Professionals in California

Sub-specializations

Banker  (9)