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Financial Services Professionals in Walnut Creek, CA

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Here is a complete directory of most experienced Financial Services Professionals in Walnut Creek, CA.

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249 results found

Joseph Woerner Walnut Creek, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalAdvertising Sales AgentMarketing DirectorSenior ManagerChief ExecutiveOperations ManagerConsumer Goods ProfessionalAgentCommodities ClerkSales RepresentativeBusiness AdministratorMarket AnalystMarket Research AnalystRegion ManagerSupplierClient Service OfficerServices ProfessionalSales and Service SpecialistArea ManagerManagersCustomer Service

Experience & Education

Title:
Consumer Package Goods Sales and Customer Marketing Professional
Location:
United States
Industry:
Consumer Goods
Work history:
Central Garden and Pet - Walnut Creek, CACustomer Marketing DirectorMar 2012 - Apr 2013Del Monte Foods - San Francisco Bay AreaSenior Manager, Customer MarketingAug 2008 - Feb 2012
Skills:
FMCG, Customer Marketing, Trade Marketing, Business Planning, Trade Promotions, Shopper Marketing,...

Clint Madison Walnut Creek, CA

Professions & Specialties

BankerLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersCounselorAdvisorBoard MemberManagement Team ExecutiveOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBuyer and SellerClient Service OfficerSales RepresentativeCertified Nurse AideNurseNurse PractitionerCustomer ServiceManagersChief ExecutiveCategory AnalystSales Management AnalystSales Engineering SpecialistSales EngineerIndependent Business OwnersAccounting BookkeeperBookkeeperAdvertising Sales Agent

Experience & Education

Position:
Sr. Mortgage Consultant at Envoy Mortgage, Member, Board of Directors at The American Institute of...
Title:
Sr. Mortgage Banker at Envoy Mortgage
Location:
Walnut Creek, California
Industry:
Real Estate
Work history:
Envoy Mortgage - Walnut Creek, CASr. Mortgage Consultantsince Jul 2012The American Institute of Ethics - San Francisco Bay AreaMember, Board of Directorssince Mar 2009
Skills:
Market Research, Real Estate Investment, Multifamily, Commercial real estate, HOA, Condos,...

Nicole Foster Walnut Creek, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentTalent Acquisition AdvisorHuman Resources SpecialistTechnical RecruiterRecruitmentPersonnel CoordinatorTalent AgentPersonnel SpecialistBranch ManagerField Marketing SpecialistMarketing AdministratorBiotechnology ProfessionalBiologistBiological ScientistConsumer Goods ProfessionalAccount Service ManagerCommodities ClerkClient Service OfficerDirectorChief Administrative OfficerMarketing ManagerOperations ManagerChief ExecutiveSoftware TesterComputer SpecialistRepresentativeCustomer Service

Experience & Education

Position:
Branch Manager & Executive Recruiter at AT-Tech
Title:
Talent Acquisition Specialist for Technology Professionals and Hiring Authorities
Location:
Walnut Creek, California
Industry:
Staffing and Recruiting
Work history:
AT-Tech - Walnut CreekBranch Manager & Executive Recruitersince 2012PsiNapse Technology - Pleasanton, CADirector of Staffing & Government Services2008 - 2012

David Kinkead Walnut Creek, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentManagerFinancial DirectorChairpersonChief Operating OfficerVice President of MarketingOperations ManagerFinancial OfficerFinancial ManagerChief ExecutiveGeneral and Operations ManagerDirector of OperationsVice PresidentConsumer Goods ProfessionalCommodities ClerkModelDriversHuman Resources SpecialistRecruitment

Experience & Education

Position:
Consumer Brands Financial Planning & Analysis at Safeway
Title:
Manager, Financial Planning & Analysis
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Safeway - Pleasanton, CAConsumer Brands Financial Planning & AnalysisReal Mex Restaurants - Union City, CAFinance Manager2011 - 2012
Skills:
Strategic Planning, Forecasting, Operating Budgets, Financial Analysis, Profit Maximization,...

Juan Gachet Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
J.p. morgan securities llc an affiliate of j.p.morgan chase bank
Licensed private client banker
Company:
San jose state university - San Jose, CA
Vice-president at economics club

Skills

Data Analysis, Statistics, Investments, Finance, Economics, Banking, Management, Sales, Bilingual...

Ameen Rouhani Walnut Creek, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentUnderwriterFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCorrespondentReporterTeam Member

Experience & Education

Position:
DE Underwriter at CMG Financial
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
CMG Financial DE Underwritersince Nov 2012Pacific Union Financial, LLC Funder/Correspondent DivisionAug 2012 - Nov 2012
Skills:
Mortgage Lending, Loans, Credit, Loan Origination, Mortgage Banking, Credit Analysis, Credit Risk,...

Kamran Amintaheri Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales AgentSales and Marketing ManagerSales RepresentativeSales Engineering SpecialistSales EngineerTelevision HostCommercial AnnouncerPresenterAccount ManagerForemanConstruction AdministratorConstruction ManagerTeam LeaderOperations ManagerSoftware EngineerSoftware DevelopersBachelor of ScienceBusiness Administrator

Experience & Education

Work

Company:
Jp morgan chase
Relationship banker ii
Company:
Citibank - Danville, CA
Personal banker ii

John Cho Hayward, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystAccounts PayableAccounts Payable SpecialistAccounts ReceivableFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarket AnalystMarket Research AnalystSupporting MemberTeam MemberData Entry SpecialistData Scientist

Experience & Education

Title:
Financial Analyst
Location:
Castro Valley, California
Industry:
Financial Services
Work history:
Spire Restaurant & Bar - San Francisco Bay AreaFinancial Consultant - AssistantSep 2010 - Mar 2011Charles Schwab Trust Company - San Francisco Bay AreaSr. Associate of Cash OperationsMar 2007 - Sep 2009

Vah Hovakimian Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Analyst

Experience & Education

Work

Company:
Wells fargo (rhi) - Oakland, CA
Financial analyst
Company:
About the kids foundation - Los Altos, CA
Financial consultant

Roxanne Saki Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Market presidents
Regional sales plan based
Company:
Wells fargo bank - San Francisco, CA
Financial consultant, sf bay regional finance

Nicole Villegas Walnut Creek, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficerLoan OfficersGeneral EducationCustomer Service

Experience & Education

Work

Company:
Pmi group - Walnut Creek, CA
Investigation & compliance support lead
Company:
Chase - Pleasanton, CA
Loan funder

Keona Stanley Walnut Creek, CA

Professions & Specialties

BankerTellerFinancial Services ProfessionalFinancial Services Sales AgentPsychology Specialist

Experience & Education

Work

Company:
Jp morgan chase
Personal banker/ sr. teller
Company:
Comcast cable communications - Concord, CA
Telephony order management and retentions specialist

Marco Cugia Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentReal Estate Appraiser

Experience & Education

Work

Company:
Dunn & associates
Commercial real estate appraiser
Company:
Axa financial advisors - Los Angeles, CA
Financial consultant - retirement benefits group

Manish Kulkarni Walnut Creek, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAuditorConsumer Goods ProfessionalCommodities ClerkQuality Assurance ManagerQuality Assurance ProfessionalInspectorResearcherSurvey Researcher

Experience & Education

Position:
Lead Quality Auditor at Del Monte Foods
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Del Monte Foods - Walnut Creek, CA, USALead Quality Auditorsince Jan 2013Del Monte Foods - Toppenish, WA, USAQuality Assurance ManagerJan 2005 - Dec 2012
Skills:
Quality Assurance, Compliance, Manufacturing, Food Processing, Food Industry, Food Safety, Quality...

Alicia Cragholm Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceOperations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor @ Merrill Lynch
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Merrill Lynch - Walnut CreekFinancial Advisorsince 2012Morgan Stanley Smith Barney Wealth Management2010 - Nov 2012
Skills:
Financial Analysis, Investments, Retirement Planning, Wealth Management, Insurance, Strategic...
Languages:
English, Farsi

Greg Yuen Union City, CA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorMember Service RepresentativeMembership AdvisorSchool PrincipalSchool AdministratorEducational ManagerBusiness AdministratorTeam MemberSenior Online LeaderInternet Marketing ManagerWeb MarketerBachelor of ScienceSales ManagerMarketing ManagerOperations Manager

Experience & Education

Position:
Financial Associate - CUSO Financial Services, L.P. at Patelco Credit Union
Title:
Financial Associate - CUSO Financial Services, L.P
Location:
Union City, California
Industry:
Financial Services
Work history:
Patelco Credit Union - Pleasanton, CAFinancial Associate - CUSO Financial Services, L.P.since Apr 2013Golden 1 Credit Union - San Francisco, CAMember Service RepresentativeFeb 2011 - Apr 2013
Skills:
Budgets, Microsoft Office, Customer Service, Account Management, Marketing, Microsoft Excel,...
Languages:
Spanish

Kasra Rahimi Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Chianti's ristorante
Heald server
Company:
Wells fargo bank - Concord, CA
On-line banker

Christine Forristall Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales AgentSales RepresentativeCounselorAdvisor

Experience & Education

Position:
Financial Consultant at Mechanics Investment and Insurance Services
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Mechanics Investment and Insurance Services - Richmond, CaliforniaFinancial Consultantsince Oct 1997
Skills:
Investments, Insurance, Securities, Financial Services, Real Estate, Strategic Planning, Sales...

Sonia Siracusa Concord, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice President of SalesVice PresidentChief ExecutiveConsumer Goods ProfessionalCommodities ClerkOperations ManagerProject ManagersBachelor of Business AdministrationBusiness AdministratorOffice ClerkClerical SpecialistMarket AnalystMarket Research AnalystWeb DeveloperUser Interface DesignerSoftware Developers

Experience & Education

Position:
V.P. Sales & Marketing at Integrity
Location:
Pleasant Hill, California
Industry:
Consumer Goods
Work history:
Integrity - Martinez, CAV.P. Sales & Marketingsince Sep 2012Opening Technologies, Inc. - Concord, CAOffice Admin/Sales & Marketing SupportSep 2011 - Aug 2012

Erin Beable Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSystems AdministratorComputer Systems AdministratorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Walnut Creek, California
Industry:
Investment Management
Work history:
Morgan Stanley - Walnut Creek, CAFinancial Advisorsince Jun 2003JB Oxford & Co - Beverly Hills, CATrading Floor System Administrator / Trading AssistantJul 1999 - Feb 2002

Jon Lehmann Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceSales ExecutiveSales ManagerStudent Worker

Experience & Education

Position:
Private Client Banker at JPMorgan Chase
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
JPMorgan Chase - 1994 Tice Valley Blvd., Walnut Creek, CA, 94595Private Client Bankersince Jun 2012JPMorgan Chase - 1994 Tice Valley Blvd., Walnut Creek, CA, 94595Personal BankerDec 2011 - Jun 2012

Chanda Leger Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAccount Service ManagerSales PersonClient Service OfficerSales RepresentativeCustomer Service

Experience & Education

Position:
VP, Strategic Account Executive at banking
Title:
VP, Strategic Account Executive at Bank of America Merchant Services
Location:
Walnut Creek, California
Industry:
Banking
Work history:
Banking - East Bay and Silicon ValleyVP, Strategic Account Executivesince May 2012Wells Fargo - Walnut Creek, CABusiness Sales Consultant 2Aug 2003 - May 2012

Pam Wojciechowski Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales Account AssociateSales ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales Manager

Experience & Education

Position:
Sales Associate at Coldwell Banker Residential Brokerage, Northern California
Location:
Walnut Creek, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage, Northern California Sales Associatesince Mar 2007

Shanna Castro Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Personal Banker at Sonoma Bank
Title:
Personal Banker at Sterling Savings Bank
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Sonoma Bank - Walnut Creek, CAPersonal Bankersince Apr 2012Wells Fargo Bank - Walnut CreekPersonal BankerJun 1999 - Apr 2012

Jessica Seilhan Walnut Creek, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerConsumer Goods ProfessionalCommodities ClerkFinancial AnalystOperations ManagerProject ManagersIT Specialist

Experience & Education

Position:
Sr. Finance Manager at Discover Books
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Discover Books - PleasantonSr. Finance Managersince Apr 2013The Clorox Company - Oakland, CASenior Financial AnalystOct 2011 - Apr 2013

John Ranelli Walnut Creek, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief Executive OfficerChief ExecutiveCorporate ExecutiveConsumer Goods ProfessionalCommodities ClerkFinancial Manager

Experience & Education

Title:
President and CEO at Central Garden & Pet Company
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Woolrich, Inc. Chairman and CEO2011 - 2012Mikasa, Inc. CEO & President2007 - 2009

Ellie Nelson Walnut Creek, CA

Professions & Specialties

BankerLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersCounselorAdvisorAppraiserEstimatorFinancial AnalystConstruction LaborerSales RepresentativePsychology Specialist

Experience & Education

Work

Company:
Nelly's international gallery
Art consultant & appraiser
Company:
Bank of america - Oakland, CA
Senior banker / client manger / loan officer

Skills

experience retail sales, banking, mortgage's and relationship builder (17 years experience) Skill...

George Latif Walnut Creek, CA

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentGraphic Design SpecialistGraphic DesignerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Citibank
Bank teller/customer service representative
Company:
Union bank - Danville, CA
Bank teller/customer service representative

Skills

Highly creative and multitalented Graphic Designer with experience in multimedia, marketing and...

Jamie Mittone Walnut Creek, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantOffice ClerkClerical SpecialistConsumer Goods ProfessionalCommodities ClerkManagersProject ManagersOperations ManagerAdvertising Sales Agent

Experience & Education

Position:
Office Manager at Extreme Health USA
Title:
Office Manager at Extreme Health
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Extreme Health USA - Walnut CreekOffice Managersince Jun 2012Names in the News - Oakland, CAOffice ManagerMay 2007 - Mar 2011

Patricia Leonard Walnut Creek, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentSenior DirectorManagerChief ExecutiveSenior ManagerOperations ManagerExaminerInspector

Experience & Education

Work

Company:
Wells fargo bank, n.a
Vice president, deputy senior director of credit, lending manager
Company:
Wells fargo bank, n.a
Vice president, senior examiner

Skills

Credit Administration, Credit Risk Management, Financial Analysis, Underwriting, Commercial...

Paula Liss Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperChief Administrative OfficerChief Executive

Experience & Education

Work

Company:
Wells fargo
Financial consultant
Company:
Wells fargo

Carmen Lopez Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentClient ManagerClient Service OfficerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantLicensed Real Estate BrokerProperty ManagerReal Estate ManagerTeam MemberCustomer Service

Experience & Education

Work

Company:
Merrill lynch - San Francisco, CA
Wealth management banker
Company:
Bank of america - Walnut Creek, CA
Premier client manager, north contra costa

Skills

An experienced, dedicated and detail-oriented Banker who is knowledgeable in-dept premier banking...

Gus Halas Walnut Creek, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief Executive OfficerDirectorChief ExecutiveCorporate ExecutiveOperations ManagerSenior AdvisorAdvisorConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Director at Hooper Holmes, Director at Triangle Petroleum Corporation, Senior Advisor at White Deer ...
Title:
President & CEO
Location:
Walnut Creek, California
Industry:
Consumer Goods
Work history:
Hooper Holmes Directorsince Mar 2013Triangle Petroleum Corporation - Greater Denver AreaDirectorsince Oct 2011

Bryan Grupe Concord, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount RepresentativeClient Service OfficerCustomer ServiceMaster of Business AdministrationBachelor of ScienceDeanHigher Education ProfessionalSchool AdministratorEducational ManagerAccounting BookkeeperBookkeeperChief ExecutiveCorporate ExecutiveOperations Manager

Experience & Education

Work

Company:
David white & associates
Financial advisor
Company:
Business point impressions - Concord, CA
Account representative

Skills

Sales, Sales/Marketing management in the Ad, Print, Biotech/Healthcare, and Financial Services...

Stalone Hong Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAssistant Store ManagerShop ManagerSales ManagerCrewmanTeam Member

Experience & Education

Work

Company:
Chase bank
Personal banker ii
Company:
Wells fargo bank - San Francisco, CA
Assistant store manager

Betty Tam Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeClient Service OfficerPsychologistBachelor of ScienceTeam MemberCustomer ServiceGovernment Service ExecutiveGovernment Administration OfficerCivil ServantPsychology Specialist

Experience & Education

Work

Company:
Edward jones investments - Walnut Creek, CA
Financial advisor
Company:
Massmutual financial group - Walnut Creek, CA
Financial advisor

Skills

Microsoft Office: Word, Excel, Pivot Table, Power Point, Outlook, Internet, and CRM technology.

Robert Walters Walnut Creek, CA

Professions & Specialties

BankerBanking ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentTellerFinancial Analyst

Experience & Education

Work

Company:
Citibank
Personal banker
Company:
Wells fargo bank, n.a
Personal banker

Neetra Successful Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerChief Executive OfficerFounderOwnerOperations ManagerCorporate ExecutiveChief ExecutiveFounding MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
CEO/FOUNDER at STEP BY STEP FOUNDATION, (MANAGER) FINANCIAL CONSULTANT at STEP BY STEP BUILDERS,...
Title:
(MANAGER) FINANCIAL CONSULTANT at STEP BY STEP BUILDERS
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
STEP BY STEP FOUNDATION CEO/FOUNDERsince Jan 2005STEP BY STEP BUILDERS - WALNUT CREEK, CA 94596(MANAGER) FINANCIAL CONSULTANTsince Mar 2004

Sally Ng Walnut Creek, CA

Professions & Specialties

Certified Financial PlannerFinancial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Sally Ng, CFP®
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Walnut Creek, California
Industry:
Financial Services
Work history:
Sally Ng, CFP® - Walnut Creek, CACERTIFIED FINANCIAL PLANNER™since Jan 1989

Farhana Riaz Walnut Creek, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveTeam Member

Experience & Education

Work

Company:
Equity trading, natixis global asset management
Assistant vice president, head
Company:
Natixis global asset management
Senior trader

Anthony Gressak Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior ManagerOperations Manager

Experience & Education

Work

Company:
Morgan stanley smith barney, wealth management - Walnut Creek, CA
Financial advisor - private bank credit solutions and investment management
Company:
The cheesecake factory - Calabasas Hills, CA
Senior manager

Gary Schmidt Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer ServiceBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Actively seeking a full-time position in customer service / customer support
Company:
Wells fargo bank
Online fraud phone banker

Patti Gage Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentMarketing DirectorSales ManagerSales DirectorChairpersonChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Coldwell banker real estate
Sales, previous marketing director, previous branch sales manager
Company:
Governor
State president & local chapter president wcr

Kirk Donaldson Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentSecurity OfficerSecurityTeam LeaderOperations ManagerFinancial Analyst

Experience & Education

Work

Company:
Securitas, inc. - Walnut Creek, CA
Security officer
Company:
World savings / atlas sec - Oakland, CA
Financial advisor

Chris Turner Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitment

Experience & Education

Work

Company:
Coldwell banker residential brokerage
In house recruiter
Company:
Teampersona - Walnut Creek, CA
Senior recruiter

Mark Joukoff Walnut Creek, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeStudent Worker

Experience & Education

Work

Company:
Merrill lynch, pierce
Merrill lynch wealth management financial advisor
Company:
Young & rubicam
Account management, financial, and creative intern

Kelly Mccormick Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Real Estate Broker at Coldwell Banker in Walnut Creek
Title:
Real Estate Broker at J Rockcliff in Walnut Creek
Location:
Walnut Creek, California
Industry:
Real Estate
Work history:
Coldwell Banker in Walnut Creek Real Estate Broker

Elise Fornaci Walnut Creek, CA

Professions & Specialties

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

Experience & Education

Position:
Realtor at Coldwell Banker
Location:
Walnut Creek, California
Industry:
Real Estate
Work history:
Coldwell Banker Realtorsince 1996

Shahab Yari Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLife Insurance AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatistician

Experience & Education

Work

Company:
Citibank
Licensed personal banker
Company:
American income life insurance - Concord, CA
Life insurance agent

Mariano Morales Walnut Creek, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing Manager

Experience & Education

Work

Company:
Bay area rapid transit
Transportation operation station agent
Company:
Chase bank - Oakland, CA
Regional mortgage banker / branch manager



Financial Services Professionals near Walnut Creek, CA03156309451,2601,575OaklandPleasantonBerkeleyHaywardSan RamonConcordSan LeandroRichmondAlamedaDanville