Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Services Professionals in California

Financial Services Professionals in Thousand Oaks, CA

Find a professional & check records

Here is a complete directory of most professional Financial Services Professionals in your town.

Be sure to check other states near Thousand Oaks, CA to locate the names of more people.

The Trustoria Directory gives people all the information needed to find the most qualified service provider for any need.

250 results found

Paul Mcquillan Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Practice Manager • Health Services Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Medical Practice Professional • Medical Practitioner • Sales Engineering Specialist • Sales Engineer • Model • Computer Network Professional • Network Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Chief Executive

Experience & Education

Position:
Practice manager at House Call Doctor Thousand Oaks
Location:
Greater Los Angeles Area
Industry:
Medical Practice
Work history:
House Call Doctor Thousand Oaks - Thousand Oaks, CAPractice managersince Jan 2013Prudential Financial Financial services professionalNov 2009 - Jan 2013
Skills:
Strategic Planning, Telecommunications, New Business Development, Marketing, Project Management
Full Profile

Chris Degroof Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President of Operations • Director • Vice President • Chief Executive • Operations Manager • Customer Service • Client Service Officer • Supplier • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Lawn Care Worker • Greenskeeper • Grounds Caretaker • Groundskeeping Worker • School Principal • School Administrator • Educational Manager • Production Manager • Team Member • Psychology Specialist • Advertising Sales Agent

Experience & Education

Position:
Vice President of Operations at EZ Shipper Racks
Title:
Vice President of Operations at EZ Shipper Racks, Inc.
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
EZ Shipper Racks - Westlake Village, CAVice President of Operationssince Aug 2007Chikara International, LLC (self-employed) Principal2004 - Aug 2007
Skills:
Product Development, Analytics, Team Building, Negotiation, Business Process Improvement, Supply...
Certifications:
Certified in Production and Inventory Management (CPIM), APICS, The Association for Operations Management
Full Profile

Ken Sacks Thousand Oaks, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Consultant • Advisor • Sports Trainer • Sports Trainers • Operations Manager • Education Administrator • Work Therapist • Occupational Therapist • Professional Development Teacher

Experience & Education

Position:
Executive Director at Training Traders
Title:
Executive Director at Training Traders Ltd.
Location:
Thousand Oaks, California
Industry:
Financial Services
Work history:
Training Traders - New York, New York and London, UKExecutive Directorsince Feb 2013Sandler Training - Irvine, CaliforniaBusiness Consultant, Management Coach and Sales TrainerJul 2012 - Feb 2013
Skills:
Language, Creative Writing, MS APPS (All), Landmark Education, Conflict Resolution, Private Pilot,...
Languages:
Japanese, Hebrew, Yiddish
Full Profile

Bruce Pitman Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Position:
Senior Mortgage Advisor at S&D Mortgage, Inc., Senior Mortgage Advisor at S&D Mortgage, Inc.
Title:
Independent Financial Services Professional
Location:
Greater Los Angeles Area
Work history:
S&D Mortgage, Inc. Senior Mortgage Advisorsince 2006S&D Mortgage, Inc. - Thousand Oaks, CASenior Mortgage Advisorsince May 2006
Full Profile

Sev Salibian Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Entertainment Professional • Entertainer • SalesForce Administrator • Database Administration Professional • Database Administrator • Marketing Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entrepreneur • Managers • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst • Internet Marketing Manager • Web Marketer • Client Service Officer • Sales Representative • Customer Service • Lawyers

Experience & Education

Position:
Marketing Director at YEKRA
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
YEKRA - Studio City, CAMarketing Directorsince 2012Merrill Lynch - Greater Los Angeles AreaPractice Management Development Financial AdvisorJan 2011 - May 2011
Skills:
Business Development, Salesforce.com, Financial Analysis, Marketing, Finance, New Business...
Full Profile

Ryan Burke Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • General Education • Business Administrator • Construction • Advisor • School Administrator • Educational Manager • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor / CSNA at Merrill Lynch, President at BurkeekruB, Inc.
Title:
Financial Advisor / CSNA
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Westlake Village CAFinancial Advisor / CSNAsince Aug 2012BurkeekruB, Inc. - Thousand Oaks, CAPresidentsince Sep 2007
Full Profile

Monique Trinh Los Angeles, CA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Financial Director • Chief Executive • Financial Officer • Financial Manager • Obstetrician • Gynecologist • Entertainment Professional • Entertainer • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Physician • Surgeon • Surgical Specialist • Medical Practitioner • Healthcare Support • Student Worker • Health Professional • Health Practitioner • Clerical Specialist • Spokesperson • Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Administrative/Financial Specialist at UCLA Health System (Department of Obstetrics and...
Title:
Administrative/Financial Specialist at UCLA Healthcare (Obstetrics & Gynecology)
Location:
Los Angeles, California
Industry:
Accounting
Work history:
UCLA Health System (Department of Obstetrics and Gynecology) - Westwood, CAAdministrative/Financial Specialistsince Dec 2012A&K Consulting - Thousand Oaks, CAAccountantsince Sep 2009
Full Profile

Michelle Madonna Los Angeles, CA

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Webmaster • IT Analyst • Web Developer • User Interface Designer • Software Developers • Owner • Sales Manager • Project Managers • Chief Executive • Bachelor of Agriculture • Acting Professional • Impersonator • Customer Service • Client Service Officer • Sales Representative • Sales Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Thousand Oaks, CAAssociate Financial Advisorsince Jun 2012Self directed stock options investor Options TraderMay 2009 - May 2012
Full Profile

Beth Pugh Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Broker Associate • Property Manager • Real Estate Manager • Real Estate Sales Agent • Founder • Director • Founding Member • Chief Executive • Operations Manager

Experience & Education

Position:
Broker, Attorney, Founder at Four Oaks
Title:
Broker, Attorney and Founder of Four Oaks Real Estate
Location:
Westlake Village, California
Industry:
Real Estate
Work history:
Four Oaks - Westlake Village, Ca.Broker, Attorney, Foundersince Jun 2011Coldwell Banker Residential Brokerage Associate BrokerAug 1997 - Jun 2011
Skills:
Tennis, Skiing, Gardening, Real Estate, Condos, Investment Properties, Residential, Sellers,...
Full Profile

Ken Malouf Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Marketing Director • Vice President • Chief Executive • Consumer Goods Professional • Commodities Clerk • Entertainment Professional • Entertainer • Operations Manager • HR Manager • Business Administrator • Team Member • Advertising Professional • Brand Representative • Advertising Sales Agent

Experience & Education

Position:
VP Marketing and Product Management at Uncle Milton Industries, Inc.
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Uncle Milton Industries, Inc. - Westlake Village, CAVP Marketing and Product Managementsince Mar 2012Jakks Pacific, Inc. - Malibu, CASenior Director of Marketing, Boys Entertainment Brands and Games2009 - 2012
Full Profile

Donna Butler Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Representative • Sales Agent • Sales Person • Customer Relations • Team Leader • Operations Manager • Construction • Managers • Bachelor of Science • Psychologist • Psychology Specialist

Experience & Education

Position:
Realtor - Residential Real Estate at Coldwell Banker
Title:
Realtor at Coldwell Banker Westlake Village
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Coldwell Banker - Westlake Village, CARealtor - Residential Real Estatesince Jul 2008Pacific Marketing Associates Sales Representative2006 - 2007
Full Profile

Matthew Young Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • SEO Specialist • Web Marketer • Analyst • Analysts • Marketing Manager • Advertising Professional • Internet Marketing Manager • Advertising Sales Agent • Representative • Production Assistant • Advisor • Manufacturing Laborer • Laborer • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Client Service Officer • Customer Service

Experience & Education

Position:
SEO Analyst at Bruce Clay, Inc.
Location:
Greater Los Angeles Area
Industry:
Consumer Electronics
Work history:
Bruce Clay, Inc. - Simi Vally, CASEO Analystsince Jun 2011Wells Fargo Bank Personal BankerMay 2010 - Jun 2011
Skills:
Search Engine Positioning, Social Media Marketing, Blog Development, SEM, Blogging, Content...
Full Profile

Joshua Hagen Los Angeles, CA

Professions & Specialties

Financial Services Professional • Banker • Financial Services Sales Agent • Member Service Representative • Representative • Membership Advisor • Advisor • Insurance Salesperson • Insurance Professional • Underwriter • Agent • Client Service Officer • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Operations Manager • Notary • Lawyers • Recruitment

Experience & Education

Position:
Member Service Representative 3/Insurance Representative at Wescom Credit Union
Title:
Financial Services Professional
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wescom Credit Union - Thousand Oaks, CAMember Service Representative 3/Insurance Representativesince Jun 2011Wells Fargo Personal BankerDec 2010 - Apr 2011
Certifications:
Personal Lines, State of California
Notary Public, State of California
Full Profile

Shana Oliver Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Student Worker • Operations Manager

Experience & Education

Work

Company:
Jp morgan chase
Business banker
Company:
Jpmorgan chase
Licensed personal banker

Skills

Licensed with Series 6, 63 and CA Life Insurance. Proficient in Word, Excel, Powerpoint.
Full Profile

Barry Mann Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Business Administrator • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration • Athletes • Operations Manager

Experience & Education

Position:
Financial Advisor at Financial Pointe
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Financial Pointe - Westlake Village, CAFinancial Advisorsince Oct 2011Eden Memorial Park Family Service CounselorMar 2006 - Jul 2009
Full Profile

Linda Peterson Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Private Mortgage Banker at Wells Fargo
Title:
Private Mortgage Banker Wells Fargo NMLSR 614328
Location:
Thousand Oaks, California
Industry:
Banking
Work history:
Wells Fargo - Westlake Village, CAPrivate Mortgage Bankersince Jul 2013Santa Barbara Bank & Trust - Westlake Village, CAAVP-Real Estate LoansApr 2008 - Jun 2013
Full Profile

Reggie Fisher Calabasas, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager • Client Service Officer • Customer Service • Entertainment Professional • Entertainer • Data Scientist • Hairdresser

Experience & Education

Position:
Maker at Dinosaur
Title:
Sales at Trader Joes
Location:
Calabasas, California
Industry:
Food & Beverages
Work history:
Dinosaur - Thousand Oaks, CAMakersince Dec 2008Urban Outfitters - Thousand Oaks, CaliforniaSales AssociateNov 2011 - May 2012
Full Profile

Samuel Chilakos Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Finance • Financial Officer • Financial Manager • Vice President • Chief Executive • Corporate Counsel • Of Counsel • Jurist • Legal Counsel • Juris Doctor • Bachelor of Science

Experience & Education

Work

Company:
Business affairs/legal
Company:
Financial consultant
Full Profile

David Seery Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Coordinator • Office Clerk • Clerical Specialist • Managers • Instructor • Pedagogue • Stock Clerk • Bachelor of Science • Wellness and Fitness • Student Worker • Sales Representative

Experience & Education

Position:
Personal Banker at California Republic Bank
Location:
Thousand Oaks, California
Industry:
Banking
Work history:
California Republic Bank - Westlake VillagePersonal Bankersince May 2011The Little Gym - Thousand Oaks, CAOffice Manager, Party Coordinator, Lead InstructorMar 2007 - Jun 2011
Skills:
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Marketing, Training,...
Full Profile

Matthew Weber Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Apprentice • Analyst • Analysts • Customer Service • Client Service Officer • Student Worker • Chief Executive • Management Team Executive • Operations Manager • Property Manager • Real Estate Manager • Researcher • Survey Researcher

Experience & Education

Title:
Business Analyst
Location:
Shanghai City, China
Industry:
Investment Management
Work history:
First Republic Bank - Los Angeles, CAPersonal BankerDec 2011 - Feb 2013First Republic Bank - Los Angeles, CAInternet Services InternFeb 2011 - Dec 2011
Languages:
English, Chinese, Spanish
Full Profile

Chris Simonoff Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Client Service Officer • Customer Service • Reporter

Experience & Education

Position:
Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Edge - Simi Valley, CAAssistant Vice President, Financial Solutions Advisorsince Nov 2012Merrill Lynch - Westlake Village, CAFinancial AdvisorSep 2011 - Nov 2012
Skills:
Residential Mortgages, Wealth Management
Full Profile

Jeff Sorensen Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Planner • Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & Founder, Financial Planner, Financial Advisor at Sorensen Wealth Management
Title:
Financial Advisor and Planner specializing in proactive wealth management solutions for pre-reitrees and retirees
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Sorensen Wealth Management - Westlake Village, CAPresident & Founder, Financial Planner, Financial Advisorsince Nov 1986
Certifications:
Registered Investment Advisor (RIA), Securities Exchange Commission (SEC)
Series 7, FINRA
Full Profile

Fengyu Cao Los Angeles, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Bachelor of Science • Financial Officer • Financial Manager • Student Worker • Database Administration Professional • Database Administrator • Data Scientist

Experience & Education

Position:
Financial Analyst at Ace Diversified Capital
Title:
Stockbroker/ Financial Analyst at Ace Diversified Capital
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ace Diversified Capital - 3600 Wilshire Blvd., Suit# 2035Financial Analystsince Nov 2012California State University, Northridge Student AssistantJun 2011 - Jun 2012
Languages:
Chinese (Mandarin), English
Full Profile

Eugene Catrambone Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Advisor • Managing Partner • Operations Manager • Partner • Chief Executive

Experience & Education

Work

Company:
Tempus consulting
Fx advisor
Company:
Mbmg international group - bangkok
Financial advisor

Skills

Active FINRA Series 65
Full Profile

Gerard Bastiaanse Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Marketing Administrator • Marketing Professional • Advertising Sales Agent • Master of Business Administration • Bachelor of Science • Chief Executive • Operations Manager • Team Member

Experience & Education

Position:
Director- Brand Marketing at Dole Food Company
Title:
Marketing Director- Dole Packaged Foods
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Dole Food Company - Westlake Village, caDirector- Brand Marketingsince Sep 2010Dole Food Company - Weslake Village, caSr Brand Manager- Frozen FruitAug 2009 - Aug 2010
Full Profile

Joseph Buchanan Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
Ubs financial services beverly hills complex
Financial advisor
Full Profile

Pieter Joubert Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Sales Account Associate • Sales Executive • Marketing Manager • Sales Manager

Experience & Education

Work

Company:
Wells fargo
Personal banker
Company:
Citibank
Personal banker
Full Profile

Michaela Rauscher Calabasas, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Western International Securities
Title:
Financial Advisor Western International Securities
Location:
Calabasas, California
Industry:
Financial Services
Work history:
Western International Securities - 2555 Townsgatre Rd # 300, Westlake Village CA 91361Financial Advisorsince Aug 2012Merrill Lynch Financial AdvisorAug 2007 - Jul 2012
Languages:
German
Full Profile

Ernest Ramirez Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Operations Manager

Experience & Education

Work

Company:
Fidelity investments
Financial representative
Company:
Merrill lynch - Bakersfield, CA
Financial advisor
Full Profile

Ron Winzelberg Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Business Administrator • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Anthem blue cross
Health plan advisor
Company:
Countrywide investment services
Financial advisor
Full Profile

John Muraski Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Associate Professor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Special Education Professors • Educational Manager • Financial Manager • Management Team Executive • Operations Manager

Experience & Education

Position:
Financial Planner at MassMutual Financial Group, Adjunct Professor CLU Extension at California...
Title:
Financial Planner at MassMutual Financial Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - Greater Los Angeles AreaFinancial Plannersince Jun 2013California Lutheran University - Thousand Oaks, CAAdjunct Professor CLU Extensionsince Sep 2012
Full Profile

Lynn Hock Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Jurist • Legal Counsel

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Merrill Lynch - Westlake Village, CAFinancial Advisorsince Oct 2012Aviara Real Estate - Westlake Village, CABroker-AssociateMar 2012 - Feb 2013
Full Profile

Richard Goodrich Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Broker Associate • Property Manager • Real Estate Manager • Real Estate Sales Agent • Senior Vice President • Vice President • Chief Executive

Experience & Education

Position:
Broker Associate, Relocation Specialist, FSR at Coldwell Banker
Title:
Realtor, Relocation Specialist at Coldwell Banker
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Coldwell Banker - 883 S. Westlake Blvd., Westlake Village, CA 91361Broker Associate, Relocation Specialist, FSRsince Jun 2004Bank of America Regional Senior Vice PresidentSep 1987 - Dec 2003
Full Profile

Louis Ashamallah Thousand Oaks, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Vice President at UBS Financial Services, Inc.
Location:
Westlake Village, California
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Westlake Village, CAAccount Vice Presidentsince Apr 2007Los Angeles Venture Association Board MemberJun 2010 - May 2012
Full Profile

Linda Merkle Thousand Oaks, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Personal Banker at Wells Fargo
Location:
Thousand Oaks, California
Industry:
Real Estate
Work history:
Wells Fargo - Thousand OaksPersonal Bankersince Nov 2012Aviara Real Estate RealtorJan 2007 - Dec 2012
Full Profile

Albert Coury Thousand Oaks, CA

Professions & Specialties

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

Experience & Education

Position:
Private Client Risk Manager / Insurance Specialist at AEC Insurance Services
Title:
Insurance & Financial Planner - AEC Insurance Services
Location:
Westlake Village, California
Industry:
Insurance
Work history:
AEC Insurance Services - Located in Southern California servicing our clients all accross the countryPrivate Client Risk Manager / Insurance Specialistsince Aug 1994
Skills:
Insurance, Bonds, Financial Planning, Estate Planning, Long Term Care, Retirement, Annuities,...
Full Profile

Elena Tucker Thousand Oaks, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Us bank corp
Personnel banker and teller
Company:
Angle clothing store - Store, DK
Processed sales and returns
Full Profile

Peter Lu Thousand Oaks, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • District Manager • Manager • Region Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Area Manager • Managers • Analysts • Independent Business Owners • IT Specialist

Experience & Education

Position:
Sr. District Manager at Anheuser-Busch InBev
Location:
Westlake Village, California
Industry:
Consumer Goods
Work history:
Anheuser-Busch InBev Sr. District Managersince Jan 2013Anheuser-Busch InBev Pricing ManagerMar 2010 - Dec 2012
Full Profile

Kevin Holmes Thousand Oaks, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Westlake Village, California
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Westlake VillageFinancial AdvisorTHE DAVID BERGMANN GROUP InternJun 2011 - Sep 2011
Full Profile

Rhondi Ewing Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Sales Agent • Commodities Clerk • Sales Representative • Counselor • Contractor • Independent Contractor • Advisor • Owner • Partner • Chairperson • Chief Executive • Marketing Consultant • Market Analyst • Market Research Analyst • Baker • Independent Business Owners

Experience & Education

Position:
Owner at Ewing Design (Self-employed)
Title:
Consumer Goods Consultant and Contractor
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Ewing Design Ownersince 2001Cutee Corporation - Westlake Village, CAPartner/PresidentJan 2000 - Jan 2001
Full Profile

Craig Combs Thousand Oaks, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Chairperson • Partner • Operations Manager • Chief Executive • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Director Financial Services at Dole Packaged Foods
Title:
Director Financial Services at Dole Packaged Foods; President KYR Financial Services, Partner River Region Properties
Location:
Thousand Oaks, California
Industry:
Consumer Goods
Work history:
Dole Packaged Foods Director Financial Services
Skills:
Forecasting
Full Profile

Andre Tutuyan Los Angeles, CA

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Team Member • Analysts

Experience & Education

Position:
Senior Counterparty Credit Risk Analyst at Prospect Mortgage, LLC
Title:
Senior Counterparty Credit Risk Analyst
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Prospect Mortgage, LLC Senior Counterparty Credit Risk Analystsince Oct 2012Medtronic - Northridge, CAPrincipal Financial AnalystAug 2011 - Sep 2012
Skills:
Project Management, Business Acumen, Valuation, Equities, Credit Risk, Loans, Hedge Funds,...
Full Profile

Josh Joelson Thousand Oaks, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Owner at Joelson Industries
Title:
President, Joelson Industries
Location:
Westlake Village, California
Industry:
Consumer Goods
Work history:
Joelson Industries - Westlake Village, CaliforniaOwnersince Jan 1988
Full Profile

Chris Blanton Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Founder • Operations Manager • Founding Member • Chief Executive • Sales Director • Regional Vice President • Marketing Manager • Philanthrope • Leader • Non-Profit • Managers • Psychologist • Senior Online Leader • Web Marketer • Internet Marketing Manager • Database Administration Professional • Database Administrator • Psychology Specialist

Experience & Education

Position:
Wealth Manager at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Internet
Work history:
Merrill Lynch - Westlake Village, CAWealth Managersince Mar 2013Scratch Brands - Ventura, CAFounderJan 2010 - Jan 2013
Skills:
Strategic Planning, Team Leadership, Start-ups, Entrepreneurship, E-commerce, Executive Management, ...
Languages:
English, Japanese, Korean, Mandarin, French
Full Profile

Joseph Fick Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Wells Fargo Private Mortgage Banker at Wells Fargo Private Mortgage Banking
Title:
Private Mortgage Banker NMLS# 357604
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo Private Mortgage Banking - Westlake Village, CAWells Fargo Private Mortgage Bankersince May 2009Rabobank - Ventura CountyMortgage Loan Rep2003 - May 2009
Full Profile

Elliot Korach Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Service Executive • Government Administration Officer • Civil Servant • Supporting Member • Team Member • Biologist • Biological Scientist

Experience & Education

Position:
Financial Services Professional at MassMutual Financial Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - Westlake Village, CAFinancial Services Professionalsince Feb 2012New England Financial - A MetLife Company - Woodland Hills, CAFinancial Services RepresentativeFeb 2009 - Oct 2010
Full Profile

Shawnna Manos Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Recognition • Security • Human Resources Specialist • Recruitment

Experience & Education

Position:
Realtor at Coldwell Banker
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Coldwell Banker - Westlake VillageRealtorsince Feb 2007Security Search and Consulting Senior RecruiterFeb 2012 - Feb 2013
Full Profile

Kristopher Schnell Thousand Oaks, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Cogent Independent Advisors, Inc.
Location:
Thousand Oaks, California
Industry:
Investment Management
Work history:
Cogent Independent Advisors, Inc. Presidentsince May 2012MetLife - Westlake VillageFinancial PlannerNov 2010 - May 2012
Full Profile

Deanne Sokoloff Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Correspondent • Reporter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Business Administrator • Client Service Officer • Customer Service • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Litigation Specialist II - CL Representations & Warranties at Bank of America
Title:
Litigation Specialist II at Bank of America
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Bank of America - Thousand Oaks, CALitigation Specialist II - CL Representations & Warrantiessince Nov 2012CHASE Residential Mortgage BankerSep 2010 - Dec 2011
Skills:
Mortgage Banking, Financial Analysis, Residential Mortgages, Commercial Mortgages, Critical...
Full Profile

Raul Gamino Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Principal • School Administrator • Educational Manager • Manager • Sales Manager • Operations Manager • Client Service Officer • Sales Representative • Bachelor of Science • Loan Accountant • Analysts • Customer Service

Experience & Education

Position:
Sales Associate at Hanes Investment Realty, Inc.
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Hanes Investment Realty, Inc. - Westlake Village, CASales Associatesince Jan 2012RGI Enterprises, LLC - Thousand Oaks, CAPrincipal/Risk Manager/TraderFeb 2009 - Aug 2011
Languages:
Spanish
Full Profile


Financial Services Professionals near Thousand Oaks, CA011,43522,87034,30545,74057,175Los AngelesSanta MonicaVan NuysWoodland HillsSanta ClaritaCalabasasNorthridgeOxnardVenturaSimi Valley