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Financial Services Sales Agents in California

Financial Services Sales Agents in Calabasas, CA

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Here is a complete directory of nearly all experienced Financial Services Sales Agents in Calabasas, CA.

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250 results found

Leslie Lum Calabasas, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Agent • Sales Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Supporting Member • Investor • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Vice President, Investment Banker at Calabasas Capital
Title:
Vice President, Calabasas Capital
Location:
Calabasas, California
Industry:
Investment Banking
Work history:
Calabasas Capital - Los AngelesVice President, Investment Bankersince Nov 2012Nebo Capital - Los AngelesAssociateJan 2011 - Nov 2012
Certifications:
Series 79 - Investment Banking, FINRA
Series 63 - Securities
Full Profile

Mitch Perliss Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Chairperson • Founder • Owner • Vice President • Chief Executive • Marketing Manager • Founding Member • Brand Planner • Brand Representative • Counselor • Senior Advisor • Advisor • Baker • Consumer Goods Professional • Commodities Clerk • Senior Manager • Operations Manager • Corporate Executive • Advertising Professional • Internet Marketing Manager • Web Marketer • Market Research Analyst • Advertising Sales Agent • Guide • Managers • Tour Guide • Computer Games Professional • Computer Specialist • Wellness and Fitness • Entertainer • Commercial Announcer • Presenter

Experience & Education

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

Rich Cohen Calabasas, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President of Sales • Financial Director • Chief Executive • Vice President • Financial Officer • Financial Manager • Captain • Buyer • Consumer Goods Professional • Retail Professional • Supplier • Buyer and Seller • Sales Representative • Commodities Clerk • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Title:
Executive Sales Management
Location:
Oak Park, California
Industry:
Consumer Goods
Work history:
ATD Sales & Marketing Inc. - Oak Park, CAPresidentApr 2001 - 2013Paris Presents - Gurnee, ILVice President Of Sales - Key AccountsFeb 1989 - May 2001
Full Profile

Kevin Heisser Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Partner • Owner • Chief Executive • Counselor • Construction • Guide • Advisor • Tour Guide • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Commercial Mortgage Banker/Broker at Skyline Financial Corp., Partner/Consultant at Granite-Excell...
Title:
Commercial Lending at Skyline Financial Corp.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Skyline Financial Corp. - CalabasasCommercial Mortgage Banker/Brokersince Dec 2011Granite-Excell Management - Calabasas, CaliforniaPartner/Consultantsince Jan 2011
Full Profile

Brett Borach Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Project Manager • SEO Specialist • Advertising Professional • Web Marketer • Advertising Sales Agent • Classified Ad Clerk • Order Clerk • Project Managers • Marketing Manager • Team Member • Sales Representative • Production Manager • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
SEO Content Project Manager at National Positions
Location:
Greater Los Angeles Area
Industry:
Marketing and Advertising
Work history:
National Positions - Agoura Hills, CASEO Content Project Managersince Feb 2012Wells Fargo Bank - Encino, CAPersonal BankerJan 2010 - Feb 2012
Skills:
Property & Casualty Insurance, Management, Banking, Insurance, Call Centers, Product...
Full Profile

Portlund Delaney Calabasas, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Sales Person • Consumer Goods Professional • Supplier • Commodities Clerk • Services Professional • Sales and Service Specialist • Partner • Chief Executive • Counselor • Leader • Advisor • Managers • Sales Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Engineer • Operations Manager • Sales Manager • Business Administrator • Volunteer • Office Clerk • Clerical Specialist • Non-Profit • Customer Service • Bachelor of Science • Editor • Animal Doctor • Animal Care Giver • Animal Caretaker • Medical Practice Professional • Medical Practitioner • Sports Trainer • Sports Trainers • Physical Therapists

Experience & Education

Position:
Sales Consultant – Skin & Hair Divisions at Beauty Solutions
Title:
Sales Representative at Beauty Solutions
Location:
Calabasas, California
Industry:
Consumer Goods
Work history:
Beauty Solutions - Calabasas, CASales Consultant – Skin & Hair Divisionssince Oct 20121800Registry - Calabasas, CAVendor Partner ConsultantNov 2011 - Oct 2012
Full Profile

Dina Arnheiter Woodland Hills, CA

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Bookkeeper • Sales Manager • Sales Director • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Representative • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Computer Network Consultant • Computer Consultant • IT Consultant • Entertainment Professional • Entertainer • Administrative Clerk • Clerical Specialist • Area Manager • Managers • Fashion Designer

Experience & Education

Position:
Sales Operations Administrator at Nomadix, Bookkeeper at Michael Wasserman and Associates (Sole...
Title:
Sales Operations Administrator Nomadix
Location:
Woodland Hills, California
Industry:
Hospitality
Work history:
Nomadix - Agoura Hills, CASales Operations Administratorsince Aug 2009Michael Wasserman and Associates Bookkeepersince Jun 2002
Skills:
Sales Force, JD Edwards, Oracle SQL, Microsoft Excel, Outlook, Sales, Invoicing, QuickBooks
Full Profile

Baktash Rashidi Calabasas, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Partner • Shop Manager • Chief Executive • Sales Manager • Retail Professional • Retail Salesperson • Psychology Specialist

Experience & Education

Position:
Premier Banker at Wells Fargo
Location:
Calabasas, California
Industry:
Banking
Work history:
Wells Fargo - Calabasas, CaliforniaPremier Bankersince Feb 2012Wells Fargo Assisstant Store ManagerAug 2011 - Feb 2012
Skills:
Banking, Credit, Loans, Leadership, Portfolio Management, Management, Retail Banking, Sales, Sales...
Languages:
Persian
Full Profile

Carolyn Mcmorran Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Graphic Designer • Certified Nurse Aide • Nurse • Nurse Practitioner • Administrative Associate • Receptionist • Front Desk Clerk • Administrative Clerk • Clerical Specialist • Front Office Receptionist • Customer Service • Client Service Officer • Commercial Designer • Bartender • Sales Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Manager • Software Engineer • Software Developers

Experience & Education

Position:
Marketing & Administrative Assistant at Coldwell Banker, Graphic Designer at Neighborhood Notes ...
Title:
Graphic Designer for Coldwell Banker & Blue Can Water
Location:
Greater Los Angeles Area
Industry:
Design
Work history:
Coldwell Banker - Calabasas, CAMarketing & Administrative Assistantsince Jun 2013Neighborhood Notes Magazine - Greater Los Angeles AreaGraphic Designersince Apr 2013
Full Profile

Nicholas Donoho Calabasas, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Account Service Manager • Agent • Client Service Officer • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Customer Service • Vice President • Chief Executive • Founding Member • Corporate Executive • Mathematician

Experience & Education

Position:
Sr. Whosale Account Executive at Athas Capital Group
Title:
Sr. Wholesale Account Executive
Location:
Calabasas, California
Industry:
Financial Services
Work history:
Athas Capital Group - Calabasas, CASr. Whosale Account Executivesince Aug 2008PSAV - Santa Barbara, California and Oxnard, CaliforniaDirector of Event TechnologyJan 2012 - Jul 2013
Full Profile

Jay Lieberman Calabasas, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Chairperson • Managing Partner • Chief Executive • Partner • General and Operations Manager • Director of Operations • Operations Manager • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Psychology Specialist • Contractor • Independent Business Owners

Experience & Education

Position:
President at Bridgepoint Realty Group, LLC, Broker Associate at Coldwell Banker Westlake Village,...
Title:
Broker Associate at Coldwell Banker Westlake Village
Location:
Agoura Hills, California
Industry:
Real Estate
Work history:
Bridgepoint Realty Group, LLC Presidentsince Oct 2010Coldwell Banker Westlake Village Broker Associatesince Jul 2012
Full Profile

James Jacobson Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Inspector • Systems Support Specialist • Support Specialists • Chief Executive • Operations Manager

Experience & Education

Title:
Financial Services Professional (Relationship Manager/Client Consultant)
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Prudential Financial - Glendale, CA.Relationship ManagerMar 2008 - Sep 2012Union Bank of California - Glendale, CATrust OfficerMar 2000 - Mar 2008
Certifications:
RPF, ASPPA
Series 6 & 63, FINRA
Full Profile

Johana Hidalgo Los Angeles, CA

Professions & Specialties

Financial Consultant • Commercial Lender • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Analysts • Managers • Geo Scientist • Geoscientist

Experience & Education

Position:
Financial Advisor at Transamerica Financial Advisors
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Transamerica Financial Advisors - Agoura Hills, CAFinancial Advisorsince Nov 2007CMP Commercial Inc - Miami/Fort Lauderdale AreaCommercial Lender/RealtorJun 2005 - Sep 2007
Languages:
Spanish
Full Profile

Lawrence Jordan Calabasas, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Bachelor of Agriculture • Consumer Goods Professional • Commodities Clerk • Editor • Corporate Executive • Operations Manager • Founding Member • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor • Entertainment Professional • Entertainer • Computer Software Professional • Software Developers • Contractor • Advisor • Independent Business Owners

Experience & Education

Position:
Co-CEO/Partner at The Doo All Company
Location:
Calabasas, California
Industry:
Consumer Goods
Work history:
The Doo All Company - Greater Los Angeles AreaCo-CEO/Partnersince Mar 2013Self-employed EditorNov 1991 - Dec 2012
Skills:
Video, Final Cut Pro, Post Production, Television, Blogging, Film, Multimedia, WordPress, Motion...
Full Profile

Reginald Hawkins Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Signing Agent • Lawyers • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Insurance Professional • Underwriter • Research Assistant • Researcher • Survey Researcher • Supporting Member • Assistant Manager • Team Member • Managers • Property Manager • Real Estate Manager

Experience & Education

Position:
Agency Owner at Red Tie Insurance Services, Senior Producer at Transamerica Agency Network, Inc.,...
Title:
Insurance Agent, Notay Public & Loan Signing Agent
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Red Tie Insurance Services - Greater Los Angeles AreaAgency Ownersince Dec 2010Transamerica Agency Network, Inc. - Inglewood, CASenior Producersince Dec 2012
Skills:
Insurance, Small Business, Customer Service, Customer Relations, Sales Management, Term Life...
Certifications:
Property & Casualty Insurance License, California Department of Insurance
Accident & Health Insurance License, California Department of Insurance
Full Profile

Dane Scarborough Calabasas, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Consumer Goods Professional • Commodities Clerk • Entertainer

Experience & Education

Position:
Managing Director at Uberstix, L.L.C., Managing Director at ToolNation L.L.C.
Title:
Managing Director at UBERSTIX L.L.C.
Location:
Calabasas, California
Industry:
Consumer Goods
Work history:
Uberstix, L.L.C. Managing Directorsince Jul 2004ToolNation L.L.C. - Calabasas, CaliforniaManaging Directorsince Jul 2003
Skills:
New Business Development, Launching Of New Products, Category Development, Manufacturing, Social...
Full Profile

Alva Sachs Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Author • Founder • Founding Member • Chief Executive • Consumer Goods Professional • Commodities Clerk • Education Professional • Instructor

Experience & Education

Position:
Author/Founder at Three Wishes Publishing Company, Children's Author at Three Wishes Publishing...
Title:
Children's Author at
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Three Wishes Publishing Company - 26500 West Agoura Road/Suite 102-754, Calabasas, CA 91302Author/Foundersince Mar 2007Three Wishes Publishing Company Children's Authorsince Jan 2007
Skills:
Library, Community Organizations, Public Speaking, Non-profits, Event Planning, Teaching, Editing,...
Full Profile

Ronald Bernheim Chatsworth, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Advocate • Jurist • Legal Counsel • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Financial Freedom Wealth Management System, Financial Planner at National...
Title:
Financial Planner at Financial Freedom Wealth Management System
Location:
Chatsworth, California
Industry:
Financial Services
Work history:
Financial Freedom Wealth Management System Financial Plannersince Jun 2011National Planning Corporation - Chatsworth, CAFinancial Plannersince Jun 2007
Full Profile

Steve Weprin Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Production Manager • Production Director • Consumer Goods Professional • Commodities Clerk • Manager • Marketing Manager • Project Managers • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Notary • Lawyers • Construction • Project Manager • Wellness and Fitness

Experience & Education

Position:
Marketing Operations, Production Manager at Amgen
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Amgen - Thousand OaksMarketing Operations, Production Managersince Apr 2013Harbor Freight Tools - Calabasas, CAWeb and Print Production ManagerMar 2012 - Mar 2013
Skills:
Print Production, Adobe Acrobat, Publishing, Direct Marketing, Adobe Creative Suite, Direct Mail,...
Full Profile

Byron Enriquez Calabasas, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Loan Officers • Market Manager • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Area Manager • Managers • Chief Executive

Experience & Education

Position:
AVP, Market Manager at PNC Mortgage
Title:
AVP, Market Manager- PNC Mortgage
Location:
Calabasas, California
Industry:
Financial Services
Work history:
PNC Mortgage - CalabasasAVP, Market Managersince Sep 2011Wells Fargo Home Mortgage Private Mortgage BankerAug 2010 - Sep 2011
Languages:
Spanish
Full Profile

Athena Bond Calabasas, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive

Experience & Education

Title:
Independent Financial Services Professional
Location:
Agoura Hills, California
Industry:
Financial Services
Work history:
FTJ Fund Choice, LLC Internal WholesalerApr 2004 - Jan 2007Colonial Life Independent Business OwnerNov 2002 - Nov 2003
Full Profile

Jason Carignan Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Board Member • Co-Founder • Operations Manager • Management Team Executive • Founder • Founding Member • Chief Executive • Consumer Goods Professional • Commodities Clerk • Corporate Executive • Production Manager • Organization Management • Advisor • Advertising Professional • Brand Representative • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Board of Directors at American Red Cross Ventura County, Director at Red, Chief Design Officer,...
Title:
Director at Red
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
American Red Cross Ventura County - Ventura, CABoard of Directorssince Jun 2011Red - Calabasas, CADirectorsince Mar 2010
Skills:
Advertising, Marketing Strategy, Packaging, Creative Direction, Integrated Marketing, Branding...
Full Profile

Daniel Mathews Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Food Server • PR and Communications Professional • Supporting Member • Public Relations Professinal • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Projector Booth Operator • Movie Theater Worker • Operations Manager • Sales Representative

Experience & Education

Position:
Food Server at Maria's Italian Kitchen
Title:
Earning BS in Management at CSU Northridge
Location:
Greater Los Angeles Area
Industry:
Public Relations and Communications
Work history:
Maria's Italian Kitchen - Agoura Hills, CAFood Serversince May 2012Transamerica - Woodland HillsFinancial Advisor; Training AssociateFeb 2012 - Jun 2012
Skills:
Customer Service, Inventory Management, Personnel Management, PowerPoint, Time Management, Word,...
Full Profile

Carolyn Curtis Calabasas, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Support • Agent • Sales Agent • Services Professional • Sales and Service Specialist • Sales Representative

Experience & Education

Position:
Zone Representative at Farmers Financial Solutions, Realtor at Coldwell Banker Real Estate
Title:
Eastern/Central Zone Representative, Farmers Financial Solutions
Location:
Agoura Hills, California
Industry:
Insurance
Work history:
Farmers Financial Solutions Zone Representativesince 2008Coldwell Banker Real Estate Realtorsince Jun 1997
Languages:
French
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

Frank Loffa Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Executive Officer • Chairperson • Founding Member • Chief Executive • Corporate Executive • Consumer Goods Professional • Commodities Clerk • Psychology Specialist

Experience & Education

Position:
Founder & CEO at C - P Sales and Marketing LLC
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
C - P Sales and Marketing LLC - Calabasas, CAFounder & CEOsince Feb 2012Super-Max - Greater Los Angeles AreaPresident U.S. & Canadian OperationsSep 2012 - Mar 2013
Full Profile

Trevor Smith Simi Valley, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Auditor • Speaker • Spokesperson • Representative • Logistician • Accounting Bookkeeper • Bookkeeper • Computers Specialist • Computer Specialist • Chief Executive

Experience & Education

Position:
Auditor at Sony DADC
Location:
Simi Valley, California
Industry:
Banking
Work history:
Sony DADC - Agoura Hills, CAAuditorsince May 2012JPMorgan Chase - Simi ValleyLicensed BankerJul 2010 - Jan 2012
Certifications:
Series 6, FINRA
Series 63, FINRA
Full Profile

Todd Moreno Calabasas, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Publishing Professional • Administrative Clerk • Clerical Specialist • Bookkeeper • Account Representative • Client Service Officer • Psychologist • Human Resources Specialist • Recruitment • Network Systems Administrator • Computer Network Professional • Network Administrator • Customer Service • Psychology Specialist

Experience & Education

Work

Company:
Bank of america - Calabasas, CA
Personal banker
Company:
Bank of america - Woodland Hills, CA
Sales & service specialist

Skills

Microsoft Office: Word, Excel, Outlook, Publisher, PowerPoint. Interact, Sharepoint, Merlin, Act!
Full Profile

James Huang Calabasas, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Engineer • Network Systems Administrator • Computer Network Professional • Network Administrator

Experience & Education

Work

Company:
Atlas development corporation
Implementation engineer
Company:
Traditum group - Rolling Meadows, IL
Futures trader
Full Profile

Jeff Albeck Calabasas, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Loan Accountant • Team Member

Experience & Education

Work

Company:
Bank of america- aoc1110
Resume
Company:
Iemc mortgage - Westlake, CA
Mortgage funder
Full Profile

Shreekal Singh Calabasas, CA

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Bachelor of Science • Student Worker • Customer Service

Experience & Education

Work

Company:
Citibank - Westlake Village, CA
Personal banker
Company:
Teller
Full Profile

Richard Desantis Calabasas, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Jp morgan chase bank
Personal banker
Company:
Jp morgan chase bank
Teller
Full Profile

Corbin Williams Calabasas, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Instructor • Pedagogue • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Executive Assistant at Pacific Shores Holding, Inc., Head Instructor at Dragons Martial Arts Studio
Title:
Pacific Shore Holdings, Inc.
Location:
Calabasas, California
Industry:
Consumer Goods
Work history:
Pacific Shores Holding, Inc. - Chatsworth, CaliforniaExecutive Assistantsince Nov 2011Dragons Martial Arts Studio - Woodland Hills, CaliforniaHead Instructorsince Nov 2004
Skills:
Computer Hardware, Flying, Martial Arts, Advertising, Marketing Strategy, Online Marketing, Social...
Languages:
English
Certifications:
Private Pilot Certificate, Federal Aviation Administration
Instrument Rating, Federal Aviation Administration
Full Profile

Jason Dorfmeyer Calabasas, CA

Professions & Specialties

Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Business Specialist • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Operations Manager

Experience & Education

Position:
Financial Center Manager/Business Specialist at Wells Fargo
Title:
Financial Center Manager
Location:
Calabasas, California
Industry:
Financial Services
Work history:
Wells Fargo - Greater Los Angeles AreaFinancial Center Manager/Business Specialistsince May 2012
Skills:
Customer Satisfaction, Retail, Scheduling, Promotions, Sales Management, Inside Sales, Direct...
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

Shreekal Singh Calabasas, CA

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Bachelor of Science • Student Worker • Customer Service

Experience & Education

Work

Company:
Citibank - Westlake Village, CA
Personal banker
Company:
Citibank - Westlake Village, CA
Teller
Full Profile

Matt Davis Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Produce Manager • Production Manager • Operations Manager • Team Member

Experience & Education

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

Joshua Land Calabasas, CA

Professions & Specialties

Financial Consultant • Teller • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Waddell & reed - Sherman Oaks, CA
Financial advisor
Company:
Bank of america - Agoura Hills, CA
Senior teller
Full Profile

Danny Kohan Calabasas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Business Administrator • Office Clerk • Clerical Specialist • Master of Business Administration • Inventory Specialist • Logistician • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Axa advisors
Financial advisor
Company:
Sponsorship//corporate alliance - Santa Monica, CA
Internship
Full Profile

Jim Mckenzie Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Financial Director • Chairperson • Chief Executive Officer • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Corporate Executive • Advisor • Independent Contractor • Philanthrope • Contractor • Non-Profit • Independent Business Owners • Management Team Executive • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Lawyers • Recruitment

Experience & Education

Position:
Independent Business and Financial Consultant at Independent - Self Employed
Title:
Chief Troubleshooter - Operations, Finance, Organizational Executive and Advisor with COO and CFO Experience
Location:
Greater Los Angeles Area
Industry:
Management Consulting
Work history:
Independent - Self Employed - Westlake Village, CAIndependent Business and Financial Consultantsince 2011National Academy of Sports Medicine - Calabasas, CAPresident, COO and CFO2005 - 2011
Certifications:
Certified Public Accountant
Full Profile

Michael Wahlgren Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Marketing Manager • Business Consultant • Independent Contractor • Advisor • Contractor • Consumer Goods Professional • Supplier • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Package Designer • Commercial Designer • Brand Planner • Brand Representative • Independent Business Owners

Experience & Education

Position:
Business Consultant at Self-Employed
Title:
Director - Category Management
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Self-Employed - Greater Los Angeles AreaBusiness Consultantsince Jun 2011Harbor Freight Tools - Calabasas, CADirector Category ManagementNov 2009 - Jun 2011
Full Profile

Austin Jose Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Programmer • Computer Programmer • Host • Graphic Design Specialist • Graphic Designer • Musicians • Song Lyricist • Lyricist • Poet • Author • Filmmaker • Cinematographer • Entertainment Professional • Entertainer • Curator • Counselor • Advisor • Service Operations Expert • Contractor • Public Relations Professinal • Independent Business Owners

Experience & Education

Position:
Metals Trader/Logistics at JC Horizon Ltd., Short Films Programmer/Online Journalist/Host at Visual ...
Title:
Trader/Broker by Day, Show/Concert Production by Night (and More)
Location:
Los Angeles, California
Industry:
Entertainment
Work history:
JC Horizon Ltd. - Arcadia, CAMetals Trader/Logisticssince Sep 2011Visual Communications - Greater Los Angeles AreaShort Films Programmer/Online Journalist/Hostsince Dec 2009
Skills:
Animation, Production, Media Production, Film Production, Acting, Music, Show Production, Event...
Languages:
Spanish, Tagalog, Some Korean
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Barry Boston Calabasas, CA

Professions & Specialties

Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Pilot • Counselor • Air Transportation Worker • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Loan Officer at JPMorgan Chase
Title:
Mortgage Banker JPMorgan Chase
Location:
Agoura Hills, California
Industry:
Real Estate
Work history:
JPMorgan Chase Loan Officersince Feb 2011Wachovia Mortgage ConsultantApr 2002 - Nov 2008
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Jan Sobel Calabasas, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investor • Contractor • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Independent Business Owners

Experience & Education

Position:
Realtor at Coldwell Banker Residential Brokerage
Title:
Realtor at Coldwell Banker
Location:
Calabasas, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - Calabasas,CARealtorsince 2011Prudential California Realty Realtor2009 - 2011
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Howard Hirshfield Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Account Service Manager • Client Service Officer • Customer Service • Founder • Founding Member • Chief Executive • Sales Representative

Experience & Education

Position:
Director at LNG Financial Services, LLC
Title:
Experienced Financial Services Professional
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
LNG Financial Services, LLC - Agoura Hills, CADirectorsince Jul 2009Combined Worksite Solutions - Southern CaliforniaAccount ExecutiveAug 2012 - Feb 2013
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Lori Cooper-levine Calabasas, CA

Professions & Specialties

Financial Services Professional • Loan Processor • Financial Services Sales Agent • Loan Officer • Loan Officers • Analyst • Supervisor • Analysts • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Administrative Clerk • Clerical Specialist • Office Clerk • Real Estate Manager • Operations Manager • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Title:
Financial Services Professional
Location:
Agoura Hills, California
Industry:
Financial Services
Work history:
ARCS Commercial Mortgage Underwriting Analyst Loan Processor/SupervisorJun 2000 - Jan 2009Imperial Premium Finance Loan Processor1995 - Oct 1999
Skills:
Commercial Real Estate, Due Diligence, Commercial Mortgages
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Randy Shoemaker Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Marketing Director • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Production Manager • HR Manager • Client Service Officer • Entertainment Professional • Entertainer • Computer Games Professional • Computer Specialist • Internet Marketing Manager • Web Marketer • Product Specialist • Customer Service • Managers

Experience & Education

Position:
Chief Operating Officer at Muze Clothing, Chief Marketing Officer at MovieQuoter LLC
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Muze Clothing - Greater Los Angeles AreaChief Operating Officersince Jun 2013MovieQuoter LLC - Greater Los Angeles AreaChief Marketing Officersince May 2013
Skills:
Strategic Leadership, Consumer Products, Licensing, Brand Management, Product Development,...
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Kelley Tabor Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Market Analyst • Market Research Analyst • Director • Produce Manager • Operations Manager • Production Manager • Design Director • Package Designer • Design Manager • Commercial Designer • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Product Development & Marketing Consultant/Design Director at Dream It
Title:
Product Development & Marketing Consultant/Design Director
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Dream It Product Development & Marketing Consultant/Design Directorsince Jan 2011ToyQuest Product ManagerAug 2008 - Sep 2010
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Rita Zajic Calabasas, CA

Professions & Specialties

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

Experience & Education

Position:
Realtor CDPE,HAFA,CHS at Coldwell Banker Residential Brokerage- Calabasas
Title:
Coldwell Banker residential brokerage
Location:
Calabasas, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage- Calabasas - Calabasas, CaRealtor CDPE,HAFA,CHSsince Jun 2013
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Kathy Fathi Los Angeles, CA

Professions & Specialties

Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chairperson • Chief Executive • Agent • Sales Representative

Experience & Education

Position:
Mortgage Banker at CS Financial
Title:
Mortgage Banker at HBC powered by CS Financial
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
CS Financial - Calabasas, CaMortgage Bankersince Jan 2012HBC Financial OwnerMay 1996 - Dec 2011
Languages:
Farsi
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