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Financial Services Sales Agents in California

Financial Services Sales Agents in Menlo Park, CA

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250 results found

Monica Beam San Francisco, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Research Assistant • Undergraduate Research Assistant • Researcher • Survey Researcher • Research Scientist • Teaching Assistant • Educational Assistant Teacher • Substitute Teacher • Tutor • Educator • Education Professional • Instructor • Model • Master of Science • Bachelor of Science • Analysts

Experience & Education

Position:
AVP - Life Science Venture Banker at Square 1 Bank, Life Sciences Silicon Valley Venture Banker at...
Title:
AVP - Life Science Venture Banker at Square 1 Bank
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Square 1 Bank - menlo park, CAAVP - Life Science Venture Bankersince Jul 2013Square 1 Bank - menlo park, CALife Sciences Silicon Valley Venture Bankersince Nov 2012
Full Profile

David Martin Menlo Park, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Visionary • Counselor • Life Coach • Speaker • Investor • Volunteer • Advisor • Independent Contractor • Planner • Spokesperson • Representative • Non-Profit • Contractor • Chairperson • Vice President • Board Director • Treasurer • Partner • Chief Executive • Board Member • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Entertainment Professional • Entertainer • Certified Nurse Aide • Nurse • Nurse Practitioner • Independent Business Owners • Software Developers • IT Specialist

Experience & Education

Position:
President at Personal Freedom, a Nikken Affiliate, Vice President, Strategic Development at...
Title:
Father, Friend, Visionary, Business Mentor, Life Coach, Speaker, Option Trader, Philanthropic Investor, Human BEing More
Location:
Atherton, California
Industry:
Executive Office
Work history:
Personal Freedom, a Nikken Affiliate Presidentsince Jun 2012AllRounds Vice President, Strategic Developmentsince 2009
Skills:
Entrepreneurship, Public Speaking, Holistic Health, Wellness Coaching, Strategic Partnerships,...
Languages:
English, Spanish
Full Profile

Martha Trela San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Founder • Vice President of Marketing • Corporate Executive • Chief Executive • Founding Member • Vice President • Consumer Goods Professional • Commodities Clerk • Biotechnology Professional • Biologist • Biological Scientist • Marketing Manager • Operations Manager • Production Manager • Researcher • Survey Researcher • Master of Business Administration • Bachelor of Science • Advertising Sales Agent • Market Research Analyst • Systems Support Specialist • Support Specialists • Managers

Experience & Education

Position:
Founder at UrbanBloc
Title:
CEO, UrbanBloc
Location:
San Francisco Bay Area
Industry:
Biotechnology
Work history:
UrbanBloc Foundersince Jan 2013Moleculo, Inc. - Mission Bay, San FranciscoContract VP Marketing and Business DevelopmentJul 2012 - Jan 2013
Full Profile

Jacqueline Laird San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Banker • Master of Business Administration • Chief Brand Officer • Team Leader • Chief Executive • Operations Manager • Project Managers • Consumer Goods Professional • Commodities Clerk • Project Manager • Team Member • Advisor • Student Worker • Biologist • Biological Scientist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Assistant Brand Manager - Crest and Oral-B North America at Procter & Gamble
Title:
MBA Candidate 2015 at Berkeley - Haas
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Procter & Gamble - Cincinnati AreaSenior Assistant Brand Manager - Crest and Oral-B North Americasince Oct 2011Pathways-to-Success Project Leader2011 - 2011
Languages:
Japanese
Full Profile

Rafael Costa San Francisco, CA

Professions & Specialties

Investment Banking Analyst • Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • School Principal • School Administrator • Educational Manager • Co-Manager • Manager • Operations Manager • Student Worker • Founding Member • Chief Executive • Corporate Executive • Analysts • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Investment Professional at Summit Partners
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Summit Partners - Menlo Park, CAInvestment Professionalsince Jul 2013UBS Investment Bank - New YorkInvestment Banking Analyst - Global Technology, Media & Telecommunications GroupJul 2011 - Jul 2013
Languages:
Portuguese, Spanish
Full Profile

Cherie Hammer San Mateo, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Owner • Founder • Chief Executive • Chief Executive Officer • Customer Relations • Founding Member • Corporate Executive • Marketing Manager • Instructor • Pedagogue • Jockey • Horse Racer • Racer • Consumer Goods Professional • Supplier • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Senior Online Leader • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
Operations Manager, Instructor (Part-time) at Springdown Equestrian Center
Title:
Multi-faceted consumer product professional
Location:
San Mateo, California
Industry:
Consumer Goods
Work history:
Springdown Equestrian Center - Portola Valley, CAOperations Manager, Instructor (Part-time)since 2010Cuddle Bug Baby Products - San Mateo, CAFounderMar 1998 - May 2009
Full Profile

J.t. Stephens San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Banker • Supporting Member • Representative • Team Member • Sales Agent • Sales Representative • Master of Business Administration • Marketing Manager • Operations Manager • Vice President • Chief Executive • Market Research Analyst

Experience & Education

Position:
Technology Investment Banking at RBC Capital Markets
Location:
San Francisco Bay Area
Industry:
Investment Banking
Work history:
RBC Capital Markets - San Francisco Bay AreaTechnology Investment Bankingsince Jul 2010Contour Venture Partners - New York, NYMBA AssociateDec 2009 - Jul 2010
Skills:
Investment Banking, Venture Capital, Business Strategy, eCommerce, Digital Media, Online Marketing, ...
Full Profile

Alex Oppenheimer San Francisco, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Investment Banking Analyst at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Investment Banking
Work history:
Morgan Stanley - Menlo Park, CAInvestment Banking Analystsince Jun 2011
Full Profile

Megan Lee San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Community Manager • Team Member • Managers • Consumer Goods Professional • Commodities Clerk • Counselor • Media Professional • Advisor • Illustrator • Design Manager • Design Professional • Design Expert • Graphic Design Specialist • Graphic Designer • Production Artist • Arts and Crafts Specialist • Craft Artist • Copywriter • Publicity Writer • Author • Internet Marketing Manager • Web Marketer • Marketing Manager • Chief Executive

Experience & Education

Position:
Senior Community Associate at Poshmark
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Poshmark - Menlo Park, CASenior Community Associatesince Jun 2013Poshmark - Menlo Park, CACommunity AssociateApr 2012 - Jun 2013
Full Profile

Eric Kennedy San Francisco, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Astrophysicist • Space Scientist • Space Scientists • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive

Experience & Education

Position:
Financial Management Analyst at SLAC National Accelerator Laboratory
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
SLAC National Accelerator Laboratory - Menlo Park CAFinancial Management Analystsince Oct 2011Granite Construction Inc Financial AnalystJun 2009 - Oct 2011
Full Profile

Victoria Levitt Menlo Park, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Teller • Client Service Officer • Customer Service • Sales Representative • Sales Agent • Customer Relations • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Parliamentary Budget Officer • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Notary • Lawyers • Business Administrator • Psychologist • Psychology Specialist

Experience & Education

Position:
Preferred Banker at First Republic Bank
Title:
Preferred Banker | First Republic Bank
Location:
Menlo Park, California
Industry:
Banking
Work history:
First Republic Bank - Sand Hill Road, Menlo Park, CAPreferred Bankersince Feb 2013First Republic Bank - Sand Hill Road, Menlo Park, CAPersonal Banker/Preferred Client Service RepresentativeMar 2011 - Feb 2013
Skills:
Banking, Credit, Customer Service, Retail Banking, Private Banking, Auditing, Internal Audit,...
Languages:
English, Russian
Certifications:
Notary Public, California Secretary of State
Full Profile

Caroline Martin San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Vice President • Vice President of Marketing • Director • Marketing Manager • Chief Executive • Operations Manager • Sports Trainer • Sports Trainers • Consumer Goods Professional • Commodities Clerk • Marketing Administrator • Apprentice • Student Worker

Experience & Education

Title:
MBA Candidate 2013 at University of Michigan Ross School of Business
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
University of Michigan Ross School of Business - Ann Arbor, MIMBA Candidate 2013Sep 2011 - May 2013E. & J. Gallo Winery - Modesto, California AreaAssistant Marketing Manager InternJun 2012 - Aug 2012
Languages:
Spanish
Full Profile

Tamara Pulsts Menlo Park, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chairperson • Chief Executive • Operations Manager • Production Manager • Investor • Entrepreneur • Managers • Market Research Analyst

Experience & Education

Position:
Realtor at Coldwell Banker Real Estate
Title:
Silicon Valley Realtor at Coldwell Banker
Location:
Menlo Park, California
Industry:
Real Estate
Work history:
Coldwell Banker Real Estate - Silicon ValleyRealtorsince Jul 2012EcoReserve PresidentNov 2008 - Jan 2011
Skills:
Entrepreneurship, Non-profits, Fundraising, Strategic Planning, Negotiation, Marketing Strategy,...
Full Profile

Caroline Xie Menlo Park, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts

Experience & Education

Position:
Investment Banking Analyst - Healthcare at Morgan Stanley
Title:
Investment Banking Analyst at Morgan Stanley
Location:
Menlo Park, California
Industry:
Investment Banking
Work history:
Morgan Stanley - Menlo Park, CAInvestment Banking Analyst - Healthcaresince Nov 2012Morgan Stanley - Hong KongInvestment Banking Analyst - Financial Institutions GroupJul 2011 - Nov 2012
Languages:
English, Chinese
Full Profile

Sarah Rogowsky San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Director of Product Development • Production Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Production Artist • Arts and Crafts Specialist • Craft Artist • Software Developers

Experience & Education

Position:
Senior Product Manager at Williams-Sonoma, Inc.
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Williams-Sonoma, Inc. Senior Product Managersince Jun 2013Picaboo - Menlo Park, CADirector of Product Development and MerchandisingNov 2011 - Sep 2012
Certifications:
Certified Scrum Product Owner, Scrum Alliance
Full Profile

Lisa Carey Menlo Park, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Administrator • Advertising Professional • Marketing Consultant • Advertising Sales Agent • Market Analyst • Market Research Analyst • Team Member • Consumer Goods Professional • Commodities Clerk • Marketing Manager

Experience & Education

Position:
Global Marketing Communications at Facebook
Location:
Menlo Park, California
Industry:
Marketing and Advertising
Work history:
Facebook - Facebook IncGlobal Marketing Communicationssince May 2011Lisa Carey Consulting Marketing ConsultantJul 2009 - Apr 2011
Full Profile

John Cooper San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Marketing Administrator • Advertising Sales Agent • Leader • Supporting Member • Managers • Team Member • Marketing Manager • Chief Brand Officer • Director • Chief Executive • Operations Manager • Consumer Goods Professional • Commodities Clerk • Software Developers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Consumer and Healthcare Marketing Professional
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
The Clorox Company Global Business Networks Leader, Open InnovationDec 2003 - Dec 2012EXP Systems - Menlo Park, CADirector, Business DevelopmentJun 1999 - Mar 2002
Full Profile

Chiraag Deora San Francisco, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Network Consultant • Network Administrator • Computer Consultant • IT Consultant • Biotechnology Professional • Biologist • Biological Scientist • Marketing Professional • Advertising Sales Agent • Student Worker

Experience & Education

Position:
Investment Banking Analyst at Barclays
Title:
Investment Banking Analyst at Barclays Capital
Location:
San Francisco Bay Area
Industry:
Investment Banking
Work history:
Barclays - Menlo Park, CAInvestment Banking Analystsince Jun 2012University of Illinois at Urbana-Champaign - Champaign, ILStudentAug 2008 - May 2012
Skills:
Excel, PowerPoint, Analysis, Valuation, Research, Modeling, Revenue Analysis, Product Analysis,...
Full Profile

Todd Scheuer San Francisco, CA

Professions & Specialties

Equity Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at International ProInsurance Services, LLC
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
International ProInsurance Services, LLC - Menlo Park, CAPartnersince Dec 2002JP Morgan Chase - Greater New York City AreaOTC Equity TraderAug 2000 - Dec 2002
Skills:
Employee Benefits, Global Benefits Consulting, Individual, Family and Senior Medical Insurance, HR...
Full Profile

Shannon Jackson San Francisco, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Position:
Financial Associate at Makena Capital
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Makena Capital - Menlo Park, CAFinancial Associatesince Aug 2010Goldman Sachs - San Francisco Bay AreaFinancial AnalystJun 2008 - Jun 2010
Full Profile

Molly Read San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Marketing Director • Chief Executive • Marketing Administrator • Marketing Intern • Marketing Professional • Advertising Sales Agent • Supporting Member • Team Member • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Associate Marketing Manager at Constellation Brands
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Constellation Brands - San Francisco Bay AreaAssociate Marketing Managersince Sep 2011Moet Hennessy USA - Pleasanton, CASales and Marketing InternJun 2011 - Sep 2011
Full Profile

Bidhya Shrestha Menlo Park, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Project Engineer • Engineering Specialist • Equipment Tools Purchasing Agent • Consumer Goods Professional • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk

Experience & Education

Position:
Senior Project Engineer at Intertek Testing Services
Location:
Menlo Park, California
Industry:
Consumer Goods
Work history:
Intertek Testing Services Senior Project Engineersince Jan 2008Tribhuvan International Airport Civil Aviation Office Technical OfficerJan 2003 - Dec 2005
Skills:
Medical Devices, Electrical Engineering, Quality System, ISO, Failure Analysis, FMEA, Medical...
Full Profile

Kevin Kohli San Francisco, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Analysts • Operations Manager • Software Developers

Experience & Education

Position:
Student at Haas School of Business, Student at UC Berkeley
Title:
Investment Banking Analyst at Barclays
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Haas School of Business Studentsince 2011UC Berkeley Studentsince 2009
Full Profile

Robert Wolffe San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Morgan Stanley - Menlo Park, CAFinancial Advisor2010 - 2012AXA Financial Advisor2008 - 2010
Certifications:
Series 7, FINRA
Series 8, FINRA
Full Profile

David Horne San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Technician • Technical Specialist • Technical Support Specialists • Consumer Goods Professional • Commodities Clerk • Owner • Chief Executive • Sales Representative • Operations Manager • Systems Support Specialist • Support Specialists • Automotive Professional

Experience & Education

Position:
Lead in Service and Remanufacturing, Tesla Motors, Palo Alto at Tesla Motors
Title:
Technician II, Lead, Tesla Motors
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Tesla Motors Lead in Service and Remanufacturing, Tesla Motors, Palo Altosince Dec 2010Breakaway Bike Shop OwnerNov 2005 - Nov 2008
Skills:
Program Management, Sales
Full Profile

Jessica Mok Menlo Park, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Economic Expert • Economist • Supporting Member • Team Member • Teaching Assistant • Operations Manager

Experience & Education

Position:
Realtor Associate at Coldwell Banker Pacific Properties, Sales & Administative Assistant at...
Title:
Real Estate, Operations & Financial Expert
Location:
Hawaiian Islands
Industry:
Real Estate
Work history:
Coldwell Banker Pacific Properties - Honolulu, HawaiiRealtor Associatesince Jan 2013Jeremy Torres - Revolusun LLC - Hawaiian IslandsSales & Administative Assistantsince Jan 2012
Full Profile

Sam Heshmati San Francisco, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Advisor • Senior Vice President • Vice President • Chief Executive • Bookkeeper

Experience & Education

Position:
Senior Vice President at First Republic Bank
Title:
Experienced Venture Capital Banker and Advisor
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
First Republic Bank - Menlo ParkSenior Vice Presidentsince Jul 2012SVB Financial Group - Menlo Park, CaVice PresidentOct 2010 - Jul 2012
Full Profile

Jiong Liu San Francisco, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Apprentice • Project Manager • Analyst • Counselor • Analysts • Advisor • Information Technology Specialist • Visual Basic Developer • IT Specialist • Software Developer • Software Developers • Financial Director • Co-Founder • Financial Officer • Financial Manager • Project Managers • Founder • Founding Member • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Title:
MBA Candidate at The Wharton School Passionate about Technology and Entrepreneurship
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Voxle MBA Intern2013 - 2013Brownson, Rehmus, & Foxworth - Menlo Park, CAFinancial AssociateMar 2007 - May 2012
Full Profile

Blake Freeman Menlo Park, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst

Experience & Education

Title:
-
Location:
Menlo Park, California
Industry:
Research
Work history:
Waddell & Reed - Campbell, CAAdvisor AssociateJun 2011 - Jun 2013Edward Jones Financial Advisor2010 - 2010
Skills:
Research, Data Analysis, Microsoft Office, Market Research, Analysis, Microsoft Excel, Project...
Full Profile

Lisa Carmel San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Co-Founder • Partner • Vice President • Chief Executive • Founder • Founding Member • Counselor • Advisor • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
VP Marketing at Renew Medical, Inc.
Title:
VP Marketing, Renew Medical, Inc.
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Renew Medical, Inc. - Menlo Park, CAVP Marketingsince 2008The Lewis Carmel Group - Bay AreaCo-Founder & Partner1997 - Nov 2010
Languages:
French and some Swedish
Full Profile

Maria Muniz San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Director of Operations • Counter Manager • Consumer Goods Professional • Sales Agent • Sales Representative • Commodities Clerk • Office Assistant • Office Clerk • Clerical Specialist • Data Entry Specialist • Data Scientist • Human Resources Specialist • Recruitment • Software Developers • Advertising Sales Agent

Experience & Education

Position:
Customer Service Manager at Course Hero, Inc.
Title:
CS Manager
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Course Hero, Inc. - redwood city, californiaCustomer Service Managersince Aug 2013Picaboo Yearbooks - menlo parkSales Operations ManagerJul 2012 - Aug 2013
Languages:
English, Spanish
Full Profile

Kc Stumbaugh San Francisco, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Student Worker

Experience & Education

Position:
Investment Banking Associate, Global Healthcare at Barclays
Title:
Investment Banking Associate at Barclays
Location:
San Francisco Bay Area
Industry:
Investment Banking
Work history:
Barclays - Menlo Park, CAInvestment Banking Associate, Global Healthcaresince Jun 2011Barclays - Menlo Park, CAInvestment Banking Analyst, Global HealthcareSep 2008 - Jun 2011
Skills:
Competitive Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Investment...
Full Profile

Evan Kim San Francisco, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Business Administrator • Marketing Director • Chief Executive • Operations Manager • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainment Professional • Entertainer • Advertising Professional • Marketing Professional • Advertising Sales Agent • Student Worker

Experience & Education

Position:
Analyst, Investment Banking at Morgan Stanley
Title:
Investment Banking Analyst at Morgan Stanley
Location:
San Francisco, California
Industry:
Investment Banking
Work history:
Morgan Stanley - Menlo Park, CAAnalyst, Investment Bankingsince Aug 2012Morgan Stanley - Menlo Park, CASummer Analyst, Investment Banking Division - HealthcareJun 2011 - Aug 2011
Full Profile

Chris Wetra San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Bachelor of Science • Wellness and Fitness • Advisor

Experience & Education

Position:
Senior Accounting Manager at Proteus Digital Health, Inc
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Proteus Digital Health, Inc - Redwood City, CASenior Accounting Managersince Oct 2012Kranz and Associates - Menlo Park, CAFinancial ConsultantJun 2010 - Oct 2012
Skills:
System Implementations, Cost Accounting, Forecasting, Payroll, Revenue Recognition, Financial...
Full Profile

Grant Matthews San Francisco, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Director- Wealth Management, Financial Advisor, CFP®, CIMA® at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CaliforniaExecutive Director- Wealth Management, Financial Advisor, CFP®, CIMA®since Nov 2005UBS - Menlo Park, CASenior Vice President- Wealth MgmtJan 2000 - Nov 2005
Full Profile

Robert Keith Menlo Park, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Banking Analyst - Technology at Morgan Stanley
Location:
Menlo Park, California
Industry:
Investment Banking
Work history:
Morgan Stanley - Menlo ParkInvestment Banking Analyst - Technologysince Jun 2012Houlihan Lokey - Greater Los Angeles AreaInvestment Banking Summer AnalystMay 2011 - Aug 2011
Full Profile

Ryan Bone San Francisco, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate at Silver Lake Partners
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Silver Lake Partners - Menlo Park, CAAssociatesince Jul 2013Goldman Sachs - San Francisco Bay AreaInvestment Banking AnalystJul 2011 - Jul 2013
Full Profile

Richard Rosensweig San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President Financial Advisor at Morgan Stanley
Title:
Vice President ,Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - 2725 Sand Hill Road Suite 130 Menlo Park CA 94025Vice President Financial Advisorsince Jul 1992
Full Profile

Bill Fisher San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Summit Advisors, LLC
Title:
Investment Advisor, Summit Advisors, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Summit Advisors, LLC - Burlingame, CaFinancial Advisorsince May 2012Summit Financial Advisors, LLC - San Mateo, CA.Investment AdvisorFeb 2007 - May 2012
Full Profile

Enayat Boroumand San Francisco, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Buyer and Seller • Sales Representative

Experience & Education

Position:
Realtor at Coldwell Banker Real Estate
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Coldwell Banker Real Estate - 1377 El Camino Real, Menlo Park Ca 94025Realtorsince Jan 2010Coldwell Banker RealtorMar 1997 - Jan 2009
Full Profile

Dilshat Erkin Menlo Park, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate at H.I.G. Capital
Title:
Investment Banking Analyst at Morgan Stanley
Location:
Menlo Park, California
Industry:
Investment Banking
Work history:
H.I.G. Capital - miami, floridaAssociatesince Aug 2013Morgan Stanley - menlo park, caInvestment Banking Analyst, Global Technology GroupJun 2011 - Jul 2013
Languages:
Uyghur, Chinese
Full Profile

Arnold Jacobson San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Investor • School Principal • School Administrator • Educational Manager • Doctor of Medicine • Biotechnology Professional • Biologist • Biological Scientist • Operations Manager • Software Developers

Experience & Education

Position:
Financial Advisor at Waypoint Wealth Partners, Principal at Arnold Jacobson MD, Medical Advisor at...
Title:
Consultant to Reproductive Medicine, Genetic, and Pharmaceutical Companies
Location:
San Francisco Bay Area
Industry:
Biotechnology
Work history:
Waypoint Wealth Partners - SF, Walnut Creek, S CAFinancial Advisorsince Jan 2005Arnold Jacobson MD - Alamo, CaliforniaPrincipalsince Jan 2000
Skills:
Healthcare, Venture Capital, Start-ups, Strategic Planning, Mentoring, Medical Devices, Business...
Full Profile

Jackie Schoelerman Menlo Park, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Broker Associate • Property Manager • Real Estate Manager • Real Estate Sales Agent • Construction • General Contractor • Construction Manager

Experience & Education

Position:
Silicon Valley Realtor Power Team at Coldwell Banker Residential Brokerage
Title:
Silicon Valley Realtor Power Team
Location:
Menlo Park, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - 1377 El Camino Real, Menlo Park, CA 94025Silicon Valley Realtor Power TeamAlain Pinel Realtors - Menlo ParkBroker Associate2003 - 2013
Languages:
English
Full Profile

Amy Oliver San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Second Vice President - Wealth Management at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - 2882 Sand Hill Road, Suite 200, Menlo Park, California 94025Financial Advisor, Second Vice President - Wealth Managementsince Mar 2005GL Trade (Formerly Ubitrade) - Greater Chicago AreaSalesMar 2004 - Mar 2005
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Mark Zhu Menlo Park, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Position:
Private Equity Associate at Silver Lake Partners
Title:
Associate at Silver Lake Partners
Location:
Menlo Park, California
Industry:
Venture Capital & Private Equity
Work history:
Silver Lake Partners - Menlo ParkPrivate Equity Associatesince Jul 2012Moelis & Company Investment Banking AnalystAug 2010 - Aug 2012
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Silvia Mirabal San Francisco, 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

Experience & Education

Position:
Real Estate Broker at Coldwell Banker Residential Brokers, Associate Broker at Coldwell Banker
Title:
Associate Broker at Coldwell Banker
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokers Real Estate Brokersince 2000Coldwell Banker - 930 Santa Cruz Ave, Menlo Park. Ca 94025Associate Brokersince 2000
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Daniel Kolb Menlo Park, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Menlo ParkFinancial Advisorsince Aug 2011Emerald Hills Golf Course - Emerald HillsJunior Golf Counselor / Pro ShopJun 2006 - Aug 2010
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Marian Hudson Menlo Park, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Counselor at Financial Clarity Coaching
Title:
Financial Clarity Coach
Location:
Menlo Park, California
Industry:
Financial Services
Work history:
Financial Clarity Coaching Financial Counselorsince 2011MBS Bookeeping2001 - 2011
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Noah Rubin Menlo Park, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chairperson • Financial Officer • Financial Manager • Chief Executive • Consumer Goods Professional • Commodities Clerk • Independent Business Owners

Experience & Education

Position:
Finance Manager at Nestle USA
Location:
Menlo Park, California
Industry:
Consumer Goods
Work history:
Nestle USA - Oakland, CAFinance Managersince 2011Nestle USA - Oakland, CAFinance Manager2008 - 2011
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Hugh Metzler San Francisco, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Field Engineer • Customer Service • Computer Network Professional • Unix Administrator • Network Administrator • Systems Administrator • Computer Systems Administrator • Account Representative • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Host • Associate of Science • Bachelor of Science • Business Administrator • Operations Manager

Experience & Education

Title:
Realtor at Cambridge Real Estate
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Cambridge Real Estate - Menlo Park, CACustomer Engineer/Field EngineerJun 1988 - May 1993
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Financial Services Sales Agents near Menlo Park, CA09,88719,77429,66139,54849,435San FranciscoSan JoseOaklandPalo AltoSan MateoMountain ViewSanta ClaraSunnyvaleFremontHayward