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Financial Services Sales Agents in Laguna Beach, CA

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250 results found

Lara Pearsall Santa Ana, CA

Professions & Specialties

Credit Risk AnalystFinancial Center ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentUnderwriterFinance and Accounting SpecialistAuditorAccounting BookkeeperBookkeeperIndependent Business OwnersAnalystIndependent ContractorAnalystsContractorInsurance ProfessionalNotaryLawyerAgentSales RepresentativeClient Service OfficerChief ExecutiveOperations ManagerCustomer ServiceProperty ManagerReal Estate ManagerComputer Specialist

Experience & Education

Position:
Remote DE Underwriter at REMOTE DE UNDERWRITER
Title:
Remote DE Underwriter
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
REMOTE DE UNDERWRITER - Remote FHA Underwriter for New Jersey based companyRemote DE Underwritersince Jan 2013Allonhill - Remote Contract Underwriter for Denver based CompanyRemote Credit Risk Analyst, Due Diligence, Compliance, AuditorAug 2012 - Dec 2012
Certifications:
California Real Estate Agent, Real Estate Salesperson
Resident Insurance Producer/Agent, Property Broker-Agent & Accident/Health & LIfe

Lee Jones Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperField Marketing SpecialistMarketing AdministratorMarketing ManagerFinancial Manager

Experience & Education

Position:
Senior Financial Advisor at Union Bank
Title:
Senior Financial Advisor
Location:
Orange County, California Area
Industry:
Banking
Work history:
Union Bank - Huntington Beach, CASenior Financial Advisorsince Jan 2012JPMorgan Chase - Laguna Hills, CAFinancial AdvisorOct 2004 - Dec 2011

Greg Mcgrath Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerConsumer Goods ProfessionalCommodities ClerkAccount ManagerFinancial OfficerFinancial ManagerMarketing ManagerEquipment Tools Purchasing AgentServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonRetail Design ArchitectMarket Research AnalystProduct SpecialistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerHuman Resources SpecialistRecruitmentBusiness Administrator

Experience & Education

Position:
Product Manager at Crown Bolt
Title:
Sales & Product Category Management - Consumer Products - Bilingual Chinese
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Crown Bolt - Aliso Viejo, CAProduct Managersince Oct 2011Independent Sourcing Co. - Laguna Beach, CAAccount ManagerJan 2009 - Sep 2011
Skills:
Fluent in Mandarin Chinese, Apparel, Budgets, Footwear, Import, Export, China Business Development, ...
Languages:
Chinese, English

John Mclaughlin Laguna Beach, CA

Professions & Specialties

Day TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveSports TrainerSports TrainersCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President - Day Trading Coach - Email: John@DayTradersWin.com at DayTradersWin.com - John...
Title:
Helping troubled Daytraders, Income Potantial: $300K+ a year, Day Trading Stocks, NEW School
Location:
Laguna Niguel, California
Industry:
Financial Services
Work history:
DayTradersWin.com - John McLaughlin, Day Trading Coach, President - Lagun Niguel, California, USAPresident - Day Trading Coach - Email: John@DayTradersWin.comsince Jan 2002DayTradersWin.com - Laguna, CaliforniaDay Trading - Day Trader (Day Trading Stocks) - Day Trading COACHsince Jan 2000
Skills:
Day Trading, Day Trading Stocks, Daytrading, Day Trader, Day Trading Rules, Day Trading Strategies, ...

Brett La Tourette Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerConsumer Goods ProfessionalCommodities ClerkControllerManagement Information Systems AdministratorInformation Technology AdministratorComputer Systems AdministratorOperations ManagerChief ExecutiveControlling SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistIT SpecialistHuman Resources SpecialistRecruitmentInstructorPedagogueBiotechnology ProfessionalBiologistBiological ScientistBusiness AdministratorJuristLegal Counsel

Experience & Education

Position:
Director of Finance at Quinn Medical
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Quinn Medical - Mission Viejo, CaliforniaDirector of Financesince Aug 2012Alacer Corp - Foothill Ranch, CAControllerMar 2007 - Nov 2012
Skills:
Accounting, Medical Devices, Quality Systems, Database Design, Budgeting, Financial Reporting,...

Derek Shaw Laguna Beach, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCosmetologistBeauticianDirectorBoard MemberOperations ManagerManagement Team ExecutiveConsumer Goods ProfessionalCommodities ClerkMarketing ManagerBachelor of ScienceBusiness AdministratorClerical SpecialistAnalystsHospital Care ProfessionalHealth ProfessionalHealth PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistIT SpecialistBrand Representative

Experience & Education

Position:
Director of Trade Marketing at Pacific World Corporation, Board Member at Laid Brand Professional...
Title:
Beauty Professional
Location:
Aliso Viejo, California
Industry:
Consumer Goods
Work history:
Pacific World Corporation - Aliso Viejo, CADirector of Trade Marketingsince Dec 2012Laid Brand Professional Hair Care - Greater Los Angeles AreaBoard Membersince May 2011
Skills:
Microsoft Office, Excel, Word, PowerPoint, Internet Explorer, Access, Visio, Outlook, Minitab,...

Joni Nickrent Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerConsumer Goods ProfessionalCommodities ClerkMarketing ManagerHR ManagerChief ExecutiveOperations ManagerSales SupportSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeBachelor of ArtsSupporting MemberTeam MemberGraphic DesignerMarket Research Analyst

Experience & Education

Position:
Senior Product Manager for Rose Art/Mega Brands at Mega Brands, Artist at Pop Art Minis
Title:
Senior Product Manager, Rose Art-Mega Brands
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Mega Brands - Irvine, CASenior Product Manager for Rose Art/Mega Brandssince Nov 2011Pop Art Minis Artistsince Jul 2009
Skills:
Social Networking, Product Concept, Product Development, Budgets, Product Costing, Art, Product...

Nikolai Tereschenko Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerFood Service WorkersManagerRestaurant ManagerChief Commercial OfficerOperations ManagerFood Service DirectorChief ExecutiveBusiness AdministratorBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceFood Service ManagerFood Service Supervisor

Experience & Education

Position:
Banker at OneWest Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
OneWest Bank Bankersince Jul 2012Romeo Cucina, Mediterranean Gourmet - Laguna Beach, CARestaurantJul 2011 - Jun 2012
Languages:
Russian, German

Albert Bui Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorContractorEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonLicensed Real Estate BrokerProperty ManagerReal Estate ManagerIndependent Business OwnersAdvisorCategory AnalystSales Management AnalystSales Engineering SpecialistSales EngineerAccounting BookkeeperBookkeeperChief ExecutiveSports Trainers

Experience & Education

Position:
Financial Consultant at Self Employed, Mortgage Planning Specialist at New American Funding
Title:
Mortgage Planning Specialist
Location:
Irvine, California
Industry:
Real Estate
Work history:
Self Employed - South Orange CountyFinancial Consultantsince Feb 2013New American Funding - IrvineMortgage Planning Specialistsince Jan 2012
Skills:
Information Systems, Real Estate Finance, Personal Finance, FHA, VA, Mortgage, Conventional,...

Donna Montgomery Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentConsumer Goods ProfessionalCommodities ClerkIndependent ConsultantIndependent ContractorCounselorAdvisorContractorIndependent Business Owners

Experience & Education

Position:
Independent Consultant at Free Lancer ( Self Employed) (Self-employed)
Title:
Consumer Goods Professional
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Free Lancer ( Self Employed) - Aliso Viejo, CAIndependent Consultantsince Feb 2011Kraft Foods West Area Customer Sales Operations Mgr2000 - 2008

Melinda Trevino Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorVice President of FinanceFinancial OfficerFinancial ManagerVice PresidentChief ExecutiveOperations ManagerCounselorPublisherConstructionOrganization ManagementAdvisorPublishing ProfessionalMaster of Business AdministrationBachelor of ArtsProperty ManagerReal Estate ManagerGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
CFO at Trevino Family Investments
Location:
Laguna Beach, California
Industry:
Accounting
Work history:
Trevino Family Investments - Laguna Beach, CACFOsince Sep 2007Alpha Chi Omega - Pi Chapter Financial AdvisorSep 2009 - Dec 2011
Skills:
Books, Financial Planning, Budgeting, Financial Reporting, Accounting, SEC reporting, Quickbooks,...

Sam Stamper Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorChief Executive OfficerMarketing ManagerCorporate ExecutiveChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Mortgage Banker & Branch Manager at American Financial Network, Business Development - CEO at...
Title:
Branch Manager at American Financial Network
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
American Financial Network - 65 Enterprise Aliso Viejo CA 92656Mortgage Banker & Branch Managersince Nov 2012EveryLoan.com - 65 Enterprise # 485 Aliso Viejo, CA 92656Business Development - CEOsince Jan 2002
Skills:
New Business Development, Marketing, Mortgage Banking, Online Marketing, Email Marketing, Social...

Nick Vona Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFree Lance ArtistAnimatorFine Art ProfessionalArt ProfessionalArts ProfessionalJava DeveloperSoftware DeveloperSoftware DevelopersIndependent ArtisanArts and Crafts SpecialistCraft ArtistComputer SpecialistManagersAdvisorOperations ManagerDepartment SupervisorManager

Experience & Education

Position:
Artist at Trader Joe's, Artist/Animator at Freelance Artist/Animator
Title:
Artist/Animator at Freelance Artist/Animator
Location:
Orange County, California Area
Industry:
Animation
Work history:
Trader Joe's - Aliso Viejo, CAArtistsince Jun 2012Freelance Artist/Animator - Laguna Niguel, CAArtist/Animatorsince Jun 2011

Derek Leblond Santa Ana, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerAgentAccount Service ManagerSales RepresentativeGuideCoordinatorDeliverymanSecurityTour GuideManagersCourierUnderwriterAccounting BookkeeperBookkeeper

Experience & Education

Position:
Customer Service Documenter at Buy.com
Title:
--
Location:
Orange County, California Area
Industry:
Writing and Editing
Work history:
Buy.com - Aliso Viejo, CACustomer Service Documentersince Nov 2010American Sterling Bank - Foothill Ranch, CABroker Service CoordinatorNov 2007 - Jun 2008
Skills:
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, ...

Merv Anderson Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantFinance and Accounting SpecialistTax PreparerAccounting BookkeeperBookkeeperTax AccountantAdvisorGuideTour Guide

Experience & Education

Position:
Financial Advisor at Anderson Financial Solutions, Accountant/Financial Advisor at Anderson...
Title:
CPA and Investment Advisor
Location:
Laguna Hills, California
Industry:
Financial Services
Work history:
Anderson Financial Solutions Financial Advisorsince Jan 2010Anderson Accounting, Inc - Orange County, California AreaAccountant/Financial Advisorsince Oct 1999

Edward Preston Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerBusiness Intelligence ProfessionalBusiness ConsultantAdvisorComputer Software ProfessionalSoftware DevelopersHead CoachSports TrainerSports Game CoachSports TrainersAccounting BookkeeperBookkeeperDatabase Administration ProfessionalDatabase AdministratorServices ProfessionalSales and Service SpecialistSales Representative

Experience & Education

Position:
Account Manager - Database Management Tools at Dell Software Group (formerly Quest Software)
Title:
Account Manager-Database Management Tools
Location:
Orange County, California Area
Industry:
Computer Software
Work history:
Dell Software Group (formerly Quest Software) - Aliso Viejo, CAAccount Manager - Database Management Toolssince Sep 2012Rios Quantitative, LLC - Coral Gables, FLGlobal Diversified Trader & Head CoachJul 2006 - Sep 2012
Skills:
Trade Station, Ninja Trader, Power Point, Excel, Sales Management, Citrix: GoToMeeting, Citrix:...

Brad Knight Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSchool PrincipalSchool AdministratorEducational Manager

Experience & Education

Position:
Managed Futures Specialist at Vision Financial Markets LLC, Investment Advisor Representative and...
Title:
Investment Advisor and Wealth Manager at GOLD KEY Wealth Management
Location:
Laguna Hills, California
Industry:
Financial Services
Work history:
Vision Financial Markets LLC - Laguna Hills, CAManaged Futures Specialistsince Apr 2012GOLD KEY Wealth Management, LLC - Laguna HillsInvestment Advisor Representative and Wealth Managersince May 2011
Skills:
Extensive leadership training, Intermediate accounting knowledge., Efficient, detail-oriented and...

Alexandra Duhs Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerAgentClient Service OfficerSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAdvertising ProfessionalAdvertising Sales AgentRecruitmentCustomer Service

Experience & Education

Position:
Key Accounts Manager at Edge 5 Internet Marketing, Internet Marketing Assistant at East West...
Title:
Key Accounts Manager at Edge 5 Internet Marketing
Location:
Orange County, California Area
Industry:
Marketing and Advertising
Work history:
Edge 5 Internet Marketing Key Accounts Managersince Jun 2012East West Commercial Real Estate Internet Marketing Assistantsince Dec 2012
Skills:
Social Media Marketing, Video Blogging, Blogging, PowerPoint, Press Releases, Social Media, Direct...

Stephen Fear Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystRetail ProfessionalConsumer Goods ProfessionalRetail SalespersonCommodities ClerkSupporting MemberTeam MemberAdvisorSupervisorBusiness AdministratorManagersOffice AdministratorOperations ManagerProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Analyst - Retail Sales at PepsiCo
Title:
Retail Financial Analyst - California Region
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
PepsiCo Financial Analyst - Retail Salessince Jun 2013PepsiCo - Pepsi Beverages Company - Aliso Viejo, CAAssociate Financial Analyst - Retail SalesMay 2012 - Jun 2013
Skills:
Customer Service, Word, PowerPoint, Excel, Real Estate, Financial Analysis, Direct Sales,...

Rob Shively Laguna Beach, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFounderChairpersonChief Executive OfficerCo-FounderFounding MemberChief ExecutiveCorporate ExecutiveConsumer Goods ProfessionalCommodities ClerkMarketing ManagerComputer Network ConsultantComputer ConsultantIT ConsultantMarket Research AnalystInternet Marketing ManagerWeb MarketerEntertainer

Experience & Education

Position:
CEO at Topspin Ventures, Co-Founder at Topspin Marketing
Title:
Founder and Chairman Topspin Ventures
Location:
Laguna Beach, California
Industry:
Consumer Goods
Work history:
Topspin Ventures CEOsince May 1993Topspin Marketing Co-Foundersince Jan 1992
Skills:
Marketing Strategy, Product Management, Start-ups, Product Development, Entrepreneurship, Business...

Gulcin Erbas Laguna Beach, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentProduction EngineerIndustrial EngineerDoctor of Business AdministrationDoctor of PhilosophyMaster of Business AdministrationBachelor of EngineeringSales AgentSales RepresentativeProduction DirectorProduction Manager

Experience & Education

Work

Company:
Jpmorgan chase bank
Relationship banker-licensed banker
Company:
Wells fargo bank na - Mission Viejo, CA
Personal banker

Richard Karimi-hosseini Laguna Beach, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentHigh School DiplomaLecturerPostsecondary TeacherFitness Trainer

Experience & Education

Work

Company:
Fastenal
Outside sale person
Company:
Loan depot - Lake Forest, CA
Jr mortgage banker

Skills

High Computer skill. Interpersonal skill.

Roger Cardona Laguna Beach, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBank TellerTellerBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
J.p. morgan chase
Private client banker
Company:
Aflac, inc
Independent insurance agent

Skills

Bilingual (Spanish)

Jeremy Manista Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales SupportClient Service OfficerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeSupporting MemberTeam MemberManagerOperations ManagerCustomer ServiceRetail SalespersonRental Sales AgentRental ClerkFood Service WorkersAdvisorManagersFood Service DirectorMarketing ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAutomotive SpecialistAutomotive ProfessionalFood Service ManagerFood Service SupervisorField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Sales Support Associate at Bank of America
Location:
Orange County, California Area
Industry:
Banking
Work history:
Bank of America - Aliso Viejo, CASales Support Associatesince Feb 2012JPMorgan Chase - Ladera Ranch, CAPersonal BankerMay 2011 - Dec 2011

Darren Whissen Santa Ana, CA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerChairpersonBoard MemberTreasurerFinancial ManagerChief ExecutiveManagement Team ExecutiveOperations ManagerFinancial OfficerVolunteerNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Atomi Financial Advisors, Lead Portfolio Manager at Courtlandt, Board Member...
Title:
Financial Advisor | Portfolio Manager
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Atomi Financial Advisors - Newport Beach, CAPresidentCourtlandt - Newport Beach, CALead Portfolio Manager
Skills:
Retirement Planning, Wealth Management, Investments, Investment Advisory, Life Insurance, Personal...

John Wheaton Santa Ana, CA

Professions & Specialties

Loan OfficerBankerLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate ManagerAdvisor

Experience & Education

Position:
Relationship Loan Officer at Fremont Bank
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Fremont Bank - Aliso Viejo, CARelationship Loan Officersince Feb 2013Intercap Lending - IrvineMortgage BankerFeb 2012 - Feb 2013
Skills:
Refinance, FHA, Mortgage Banking, Investment Properties, Government Loans, USDA, Banking,...

Loida Mance Laguna Beach, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceComputational ScientistComputer ScientistsReporter

Experience & Education

Work

Company:
Stearns lending - Santa Ana, CA
Doc drawer
Company:
Alliance bancorp - Newport Beach, CA
Sr. wholesale conventional funder

Maha Falah Irvine, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficerLoan OfficersClient Service OfficerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOffice ClerkClerical SpecialistCustomer Service

Experience & Education

Work

Company:
Impac mortgage
Post closing loan delivery specialist
Company:
Eastland financial - Irvine, CA
Sr funder/ doc drawer

Mark Miller Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChairpersonCo-FounderChief Executive OfficerChief ExecutiveFounderFounding MemberCorporate ExecutiveIndependent ConsultantCounselorAdvisorConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Independent Consultant at F.H.I.S. Inc.
Title:
Consumer Products Senior Executive
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
F.H.I.S. Inc. Independent Consultantsince Nov 2011K-Swiss - Orange County, California AreaPRESIDENT FORM ATHLETICS & K-Swiss Orange CountyJan 2010 - Oct 2011
Skills:
Brand Management, Footwear, Apparel, Sales Management, Merchandising, CRM, Product Development,...

Eric Johnson Laguna Beach, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentLogistics SpecialistShift SupervisorShift ManagerManagersDirector of OperationsOperations ManagerLogisticianLaborerStudent Worker

Experience & Education

Position:
Field Operations Supervisor at Con-way, Inc
Title:
Transportation & Logistics Specialist
Location:
Laguna Hills, California
Industry:
Transportation/Trucking/Railroad
Work history:
Con-way, Inc - Lake Forest, CAField Operations Supervisorsince Aug 2012Self employed Individual Options TraderJul 2005 - Apr 2012

Nancy Hemedy Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Thomas financial group
Financial consultant
Company:
Pacific vantage gmac - Rancho Santa Margarita, CA

Park Randazzo Irvine, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorSpeakerSpokespersonRepresentative

Experience & Education

Position:
Investment Advisor at Select Portfolio Management, Motivational Speaker at Southern California
Title:
Financial Advisor at Select Portfolio Management
Location:
Irvine, California
Industry:
Higher Education
Work history:
Select Portfolio Management - Aliso Viejo, CAInvestment Advisorsince Jan 2012Southern California Motivational Speakersince Jan 2002
Certifications:
Series 7, FINRA
Series 66, FINRA

Marcella Holmes Irvine, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGuideTour Guide

Experience & Education

Title:
Sales professional
Location:
Irvine, California
Industry:
Insurance
Work history:
Chase Bank - aliso viejo, caPersonal BankerApr 2012 - Jun 2013Tom Gorski State Farm Insurance - Aliso Viejo, CAInsurance SalesOct 2009 - Feb 2012

Ben Bader Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerDoctor of MedicineOwnerChief ExecutiveReal Estate Sales AgentOperations ManagerBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarket Research Analyst

Experience & Education

Position:
Sr. Mortgage Banker at New American Funding
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
New American Funding - Irvine, CASr. Mortgage Bankersince Jun 2010Frontline Authomotive - Aliso Viejo, CAOwner OperatorJul 2004 - Sep 2010
Skills:
FHA, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Loans, Residential Mortgages, ...
Languages:
Farsi, English

Heidi Meyer Orange, CA

Professions & Specialties

Senior BrokerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSales AgentClient Service OfficerEquipment Tools Purchasing AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonOffice AssistantCoordinatorOffice ClerkClerical SpecialistManagersAccount ManagerChief Administrative OfficerChief Executive OfficerChief ExecutiveCorporate ExecutiveCustomer ServiceBillerSales Manager

Experience & Education

Position:
Sr Broker Sales Rep at BenefitMall
Title:
BenefitMall - Sr Broker Sales Rep
Location:
Orange, California
Industry:
Insurance
Work history:
BenefitMall Sr Broker Sales Repsince Mar 2013Pacific Bay Insurance - Irvine, CAExecutive Assistant / Colonial Coordinator / Account ManagerJul 2011 - Jan 2013
Certifications:
California Life Agent License, State of California

Jennifer Lin Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveControllerConsumer Goods ProfessionalCommodities ClerkOperations ManagerCorporate Executive

Experience & Education

Position:
Controller at Yellow Box Corp.
Title:
Finance Executive
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Yellow Box Corp. Controllersince Dec 2012Brown Shoe Company Vice PresidentFeb 2011 - Apr 2012
Languages:
Chinese/Mandarian, Chinese/Taiwanese

Tamara Cota Laguna Beach, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorManagersOperations Manager

Experience & Education

Work

Company:
Metlife home loans
Company:
Fha/va/conv/chfa/calpers - Irvine, CA
Sr. funder

Steve Hermanne Laguna Beach, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentInsurance agentSales PersonSales Representative

Experience & Education

Work

Company:
Marwieh advisory services, llc
Insurance agent
Company:
Jp morgan chase
Personal banker

Matthew Turcutto Santa Ana, CA

Professions & Specialties

BankerTellerFinancial Services ProfessionalFinancial Services Sales AgentBroker AssociateLicensed Real Estate BrokerReal Estate Sales AgentProperty ManagerReal Estate ManagerTechnical SpecialistTechnical Support SpecialistsManagersOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Associate Broker at Windwater Realty Advisers
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Windwater Realty Advisers - Irvine, CAAssociate Brokersince Sep 2012Wells Fargo - Laguna Niguel MarketplacePersonal BankerFeb 2012 - Sep 2012

Mark Stelling Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior AdvisorCounselorAdvisorSystems Support SpecialistSupport Specialists

Experience & Education

Position:
Financial Advisor, CRPC at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Laguna Hills, California
Industry:
Financial Services
Work history:
Merrill Lynch - Laguna Hills, CAFinancial Advisor, CRPCsince Oct 2010GCAP Services,Inc. Senior ConsultantSep 2008 - Jan 2010

Lanchi Nguyen Laguna Beach, CA

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo
Closer funder
Company:
Wells fargo
Loan document specialist

Skills

Microsoft excel, Microsof Word, 10 keys

Douglas Frazier Santa Ana, CA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentFinancial ManagerChief Executive

Experience & Education

Position:
LPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM) at Pence Wealth Management
Title:
LPL Financial Advisor at Pence Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pence Wealth Management - Newport Beach, CALPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM)since May 2007Morgan Stanley - Laguna Hills, CAVice PresidentOct 1997 - Apr 2003

Fereshteh Momayez Laguna Beach, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Citibank
Personal banker

Debra Zimmerman Laguna Beach, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentManaging PartnerPartnerChief ExecutiveConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Managing Partner at Coastal Marketing Group, Inc., Managing Partner at DSD Advisors, LLC
Title:
Managing Partner at Coastal Marketing Group, Inc. Managing Partner at DSD Advisors, LLC
Location:
Laguna Beach, California
Industry:
Food & Beverages
Work history:
Coastal Marketing Group, Inc. - Laguna Beach, CAManaging Partnersince Mar 2008DSD Advisors, LLC Managing Partnersince Nov 2012
Skills:
Consumer Products, Grocery, Microsoft Excel, Key Account Development, Food, Food Industry,...

Mario Zita Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice President of MarketingVice PresidentChief ExecutiveMarketing ManagerServicerBrand PlannerBrand RepresentativeRegion ManagerOperations ManagerArea ManagerManagersHuman Resources SpecialistWorkforce Development SpecialistTraining and DevelopmentRecruitmentPsychology SpecialistSoftware Developers

Experience & Education

Position:
Financial Advisor | Wealth Management at Merrill Lynch
Title:
Financial Advisor, Wealth Management Merrill Lynch
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Laguna Hills, CAFinancial Advisor | Wealth Managementsince Jun 2012Fidelity National Commerce Velocity - Irvine, CAVice President MarketingMar 2011 - Feb 2012
Certifications:
Life & Disability Licensed, State of California
Securities 66 & 7 Licensed, FINRA

Eric Groom Santa Ana, CA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeSales RepresentativeSales AgentConsumer Goods ProfessionalClient Service OfficerCommodities ClerkCustomer ServiceAdvertising Sales Agent

Experience & Education

Position:
Small Format Sales Representative at Pepsi Beverages Company
Title:
Sale Representative Pepsico
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Pepsi Beverages Company - Aliso Viejo, CaSmall Format Sales Representativesince Jan 2008Jazel Inc. CSR & QA2006 - 2007

Carlton Long Santa Ana, CA

Professions & Specialties

Loan OfficerBankerLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorAccount Service ManagerClient Service OfficerEscrow OfficerTitle ExaminerLicensed Real Estate BrokerProperty ManagerReal Estate Sales AgentReal Estate ManagerMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorCustomer Service

Experience & Education

Position:
Relationship Loan Officer at Fremont Bank
Location:
Orange County, California Area
Industry:
Banking
Work history:
Fremont Bank - Aliso Viejo, CARelationship Loan Officersince Feb 2013Intercap Lending - Irvine, CASales Manager - Mortgage BankerJan 2012 - Feb 2013
Certifications:
California Department Of Real Estate, Broker License
Nationwide Mortgage Licensing System, CA - BRE & CA - DBO

Matt Andress Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam Member

Experience & Education

Position:
AVP; Small Business Banker at Bank of America
Location:
Orange County, California Area
Industry:
Banking
Work history:
Bank of America - South Orange County, CAAVP; Small Business Bankersince Jan 2013Bank of America - S. Orange County, CAAssociate Small Business BankerMay 2012 - Jan 2013

James Gibson Santa Ana, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentBusiness Development ManagerOwnerVice PresidentChief ExecutiveOperations ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonCertified Nurse AideNurseNurse PractitionerFinancial ManagerMedical Support AssistantHealth Support WorkerHealthcare SupportProperty ManagerReal Estate ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President/Business Development Officer at Citibank
Title:
Senior Vice President
Location:
Orange County, California Area
Industry:
Banking
Work history:
Citibank - Irvine, CASenior Vice President/Business Development Officersince Jan 2007Citibank - Laguna Hills, CABusiness BankerJun 2005 - Dec 2006

Nessa Englebright Laguna Beach, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Laguna Niguel, California
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Oct 2003
Languages:
English



Financial Services Sales Agents near Laguna Beach, CA03,9427,88411,82615,76819,710Santa AnaIrvineNewport BeachAnaheimHuntington BeachCosta MesaEl ToroSan Juan CapistranoOrangeFullerton