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Financial Services Sales Agents in California

Financial Services Sales Agents in Orinda, CA

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70 results found

Karen Richardson San Francisco, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Senior Online Leader • Internet Marketing Manager • Web Marketer • Marketing Manager • Watchman • Health Professional • Health Practitioner

Experience & Education

Position:

Realtor at Alain Pinel Realtors, Realtor Previews at Coldwell Banker

Title:

Alain Pinel Realtor

Location:

San Francisco Bay Area

Industry:

Real Estate

Work history:

Alain Pinel Realtors Realtorsince Aug 2012Coldwell Banker - 5 Moraga Way Orinda Ca 94563Realtor Previewssince 2005

Dean Jones San Francisco, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Coordinator • Supervisor • Managers • Customer Service • Client Service Officer • Chief Administrative Officer • Chief Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Data Scientist • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support

Experience & Education

Position:

Office Coordinator Weekends at Coldwell Banker Real Estate, Library Circulation Supervisor at...

Title:

Office Coordinator Weekends at Coldwell Banker Real Estate

Location:

San Francisco Bay Area

Industry:

Education Management

Work history:

Coldwell Banker Real Estate - Orinda CAOffice Coordinator Weekendssince Jun 2013Alliant International University Library Circulation Supervisorsince Sep 2004

Skills:

Non-profits, Teaching, Public Speaking, Community Outreach, Grant Writing, Proofreading, Event...

Heidi Moss Orinda, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Client Service Officer • Sales Representative • Customer Service • Data Entry Specialist • Data Scientist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Director of Operations

Experience & Education

Position:

Broker Assistant at Coldwell Banker

Title:

Coldwell Banker

Location:

Orinda, California

Industry:

Real Estate

Work history:

Coldwell Banker - Orinda, CABroker Assistantsince Feb 2009Toefood Chocolates and Candy - Orinda CAOperations ManagerOct 2008 - May 2013

Languages:

English

David Pierce San Francisco, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Operations Manager • Business Administrator • Sales Representative

Experience & Education

Position:

Broker-Realtor | Previews Property Specialist at Coldwell Banker Residential Brokerage

Title:

Broker-Realtor | Previews Property Specialist | Coldwell Banker Residential Brokerage

Location:

San Francisco Bay Area

Industry:

Real Estate

Work history:

Coldwell Banker Residential Brokerage - 5 Moraga Way, Orinda, CA 94563Broker-Realtor | Previews Property Specialistsince Feb 2013Prudential California Realty - 8 Camino Encinas, Orinda, CABroker-Realtor | Vice President of Fine Homes Division1994 - 2013

Skills:

SFR, Sellers, REO, Foreclosures, Relocation, Townhomes, Condos, New Home Sales, Referrals, Seniors, ...

Wynne Kong Orinda, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Supporting Member • Team Member • Bachelors in Business Administration • Government Service Executive • Government Administration Officer • Civil Servant • Customer Service

Experience & Education

Work

Company:

Alta alliance bank - Oakland, CA
Private banker

Company:

Wells fargo bank - Oakland, CA
Private banker/licensed banker

Skills

Proficient in Microsoft Word, Excel, Powerpoint. Proficient in Cantonese.

Hal Kaufman Orinda, CA

Professions & Specialties

Buyers Agent • Banker • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Person • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Partner • Financial Manager • Chief Executive • Hunter • Graphic Designer

Experience & Education

Position:

BROKER at PACIFIC UNION INTERNATIONAL

Location:

Orinda, California

Industry:

Real Estate

Work history:

PACIFIC UNION INTERNATIONAL - 2 Theater Square, Suite 117, Orinda CA 94563BROKERsince Apr 2012Village Associates Real Estate Founding PartnerJun 2000 - Mar 2012

Bernard Lopez Orinda, CA

Professions & Specialties

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

Experience & Education

United States Patent

Inventor

Appl. No.

Assignee

#4366997 Jan 4, 1983

Filed: May 2, 1980

Bernard V. Lopez (Orinda, CA)
David T. Olsen (Petaluma, CA)

6/146170

BankAmerica Corporation (San Francisco, CA)

International Classification:

A47B 1704, E05C 500

U.S. Classification:

312204

Patent:

Hidden drawer arrangement for bank teller cabinet

Abstract:

A hidden drawer arrangement for a cash transaction cabinet. A drawer is mounted in slide-out...

Quinn Berg Orinda, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Account Service Manager • Sales Executive • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Manager • Customer Service • Team Member • Analysts

Experience & Education

Title:

Sales Associate Coldwell Banker

Location:

Orinda, California

Industry:

Real Estate

Work history:

Coldwell Banker Real Estate Realtor2012 - 2013BLS Contractors Account ExecutiveJul 2011 - Apr 2012

Skills:

Real Estate Economics, Investments, Real Estate Development, Real Estate, Investment Properties,...

Jennifer Napple San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:

Financial Advisor at Wells Fargo Advisors

Location:

San Francisco Bay Area

Industry:

Financial Services

Work history:

Wells Fargo Advisors - Walnut Creek, CAFinancial Advisorsince Mar 2013Fidelity Investments - Walnut Creek, CARelationship ManagerApr 2010 - Mar 2013

Helen Davis San Francisco, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Contractor • Contractor • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Independent Real Estate Professional at J. Rockcliff Realtors (Self-employed)

Title:

Independent Real Estate Professional at J. Rockcliff Realtors

Location:

San Francisco Bay Area

Industry:

Real Estate

Work history:

J. Rockcliff Realtors - Orinda, CAIndependent Real Estate Professionalsince Sep 2006Wells Fargo Bank BankerSep 1999 - Sep 2004

Languages:

Tamil

Shellie Kirby Orinda, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Fleet Manager • Transportation Manager • Logistics Manager • Logistician

Experience & Education

Position:

Realtor Associate at Coldwell Banker

Title:

Realtor Associate, Coldwell Banker

Location:

Orinda, California

Industry:

Real Estate

Work history:

Coldwell Banker - East BayRealtor Associatesince Jan 1999Val Strough Cypress Coast Automotive Group - Oakland, CAFleet ManagerFeb 1982 - Apr 1990

Nancy Gire San Francisco, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Operations • Vice President • Financial Manager • Operations Manager • Chief Executive • Senior Advisor • Advisor

Experience & Education

Position:

Senior Financial Advisor, CPA, CFP at J.P. King & Associates, Inc.

Title:

CPA, CFP, Director of Operations, J.P. King Advisors, Inc.

Location:

San Francisco Bay Area

Industry:

Financial Services

Work history:

J.P. King & Associates, Inc. Senior Financial Advisor, CPA, CFPsince 2008Strategic Advisory Services, Inc. - Orinda, CAVice President, Senior Advisor1997 - 2006

John Walker San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Retail Professional • Cashier Clerk • Cashier • Retail Salesperson • Brand Planner • Brand Representative • Certified Medical Assistant • Medical Assistant • Healthcare Support • Master of Business Administration • Business Administrator • Certified Auditor • Financial Compliance Examiner • Auditor

Experience & Education

Position:

Director of Customer Marketing and Sales Planning at f'real foods

Location:

San Francisco Bay Area

Industry:

Consumer Goods

Work history:

F'real foods - Orinda, CADirector of Customer Marketing and Sales Planningsince Jul 2013Diamond Foods, Inc - San Francisco Bay AreaDirector National Customer MarketingOct 2009 - Apr 2013

Dan Albert San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:

First Vice President - Financial Advisor at Morgan Stanley, Director at Mechanics Bank

Title:

First Vice President - Financial Advisor at Morgan Stanley

Location:

San Francisco Bay Area

Industry:

Financial Services

Work history:

Morgan Stanley - 322 Theatre Square, Orinda, CA 94563First Vice President - Financial Advisorsince Jun 2011Mechanics Bank - 1111 Civic Drive, Walnut Creek, CADirectorsince Oct 1995

Cathy Schultheis Orinda, 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 • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Team Member

Experience & Education

Position:

Broker Associate at Coldwell Banker Residential Brokerage

Location:

Orinda, California

Industry:

Real Estate

Work history:

Coldwell Banker Residential Brokerage Broker AssociateCass Electronics Vice President / General ManagerMay 1980 - Jun 1988

Janie Gu San Francisco, CA

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Apprentice • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Advisor • Community Service Manager

Experience & Education

Title:

Investment Banking Analyst

Location:

San Francisco Bay Area

Industry:

Financial Services

Work history:

Deutsche Bank - San Francisco Bay AreaInvestment Banking Summer AnalystJun 2012 - Aug 2012FMV Opinions, Inc. - San Francisco, CABusiness Valuation InternDec 2011 - Apr 2012

Jay Woo San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Master of Science • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Investment consultant at TD Ameritrade

Location:

San Francisco Bay Area

Industry:

Investment Management

Work history:

TD Ameritrade Investment consultantsince Sep 2002Morgan Stanley - Orinda, CAFinancial AdvisorFeb 2000 - Sep 2002

Lynn Oakes San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:

Sales Manager at RE/MAX Accord, Sales Executive at COLDWELL BANKER

Title:

Sales Manager at RE/Max Accord

Location:

San Francisco Bay Area

Industry:

Real Estate

Work history:

RE/MAX Accord - Lafayette, CaliforniaSales Managersince Jun 2013COLDWELL BANKER - 5 Moraga Way, Orinda, CA 94563Sales Executivesince Jan 1997

Jarrett Calicdan Orinda, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Counter Manager • Sales Representative • Sales Person • Cashier • Shop Manager • Operations Manager • Sales Manager • High School Diploma • Wireless Professional • Network Systems Administrator • Computer Network Professional • Network Administrator

Experience & Education

Work

Company:

Nevada state bank - Las Vegas, NV
Professional banker

Company:

Schwans home services, united states of america - Albuquerque, NM
Customer service manager

Michael Pejza Orinda, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Treasurer • Financial Officer • Financial Manager

Experience & Education

Work

Company:

Vega therapeutics, inc. - South San Francisco, CA
Financial consultant

Company:

Thoratec corporation - Pleasanton, CA
Corporate treasurer

Larry Smith Orinda, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investor • Vice President • Chief Executive

Experience & Education

Work

Company:

Self
Independent trader and investor

Company:

Secure computing corp
Vice president product development

Walter Nelson Orinda, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work:

Orinda, CA
(925) 765-1679 (Phone)

Matthew Peake Orinda, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Deputy Director • Manager • Chief Administrative Officer • Deputy Manager • Chief Executive • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Training and Coaching Professional • Professional Development Teacher • Paraprofessional • Support Worker • Hospital Care Professional • Psychology Specialist • Health Professional • Health Practitioner • International Affairs • Management Analyst • Analysts • Non-Profit • Advisor • Clergy • Master of Science • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Computer Specialist

Experience & Education

Position:

Associate Director - Manager Training Operations at Moody's Analytics

Location:

Orinda, California

Industry:

Professional Training & Coaching

Work history:

Moody's Analytics - San Francisco Bay AreaAssociate Director - Manager Training OperationsBAYADA Home Health Care - Hanalei, HIParaprofessional - Contract Position2012 - 2012

Lee Cuthbert San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Pilot • Advisor • Air Transportation Worker • Development Director • HR Manager • Advertising Professional • Advertising Sales Agent • Technical Support Specialist • Systems Support Specialist • Support Specialists • Recognition • Publishing Professional • Corporate Executive • Chief Executive • Founding Member • Operations Manager • Vice President • Production Manager • Marketing Administrator • Master of Business Administration • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:

Business Development Director - Consultant at Benchmark Video

Title:

Business Development Director- Consultant at Benchmark Video

Location:

San Francisco Bay Area

Industry:

Marketing and Advertising

Work history:

Benchmark Video - San FranciscoBusiness Development Director - Consultantsince Dec 2012BCODE - San Francisco Bay AreaRetail Business Development ConsultantSep 2010 - Jun 2011

Dorothy Copenhaver San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Personal Secretary • Coordinator • Office Clerk • Clerical Specialist • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Secretary • Administrative Associate • Philanthrope • Construction • Administrative Clerk • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chairperson • Marketing Manager • Chief Executive • Editor • Homebuilder • Builder • Construction Specialist • Construction Laborer • Internet Marketing Manager • Web Marketer • Recruitment

Experience & Education

Position:

Office Manager at Beckner Contracting and Management

Location:

San Francisco Bay Area

Industry:

Real Estate

Work history:

Beckner Contracting and Management Office Managersince Apr 2013To a Realtor at Pacific Union - Orinda, CAPart-Time Admin & Personal AssistantMar 2011 - Mar 2013

Skills:

Microsoft Office, Administration, Copywriting, Strategic Planning, Customer Relations, Excel,...

Eric Bergerson Orinda, CA

Professions & Specialties

Owner • Founder • Chief Executive Officer • Chief Executive • Founding Member • Corporate Executive • Marketing Manager • Operations Manager • Designers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Brand Planner • Brand Representative • Business Administrator

Experience & Education

Position:

Owner/CEO at Bergerson Group Real Estate LLC

Title:

Business Owner/Founder and budding Industrial Designer

Location:

Orinda, California

Industry:

Design

Work history:

Bergerson Group Real Estate LLC Owner/CEOsince 2002Phoenix Designs - San Racisco, CAOwner/FounderJul 1997 - Sep 2002

Christopher Miller San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Personal Trainer • Fitness Trainer • Property Manager • Real Estate Manager • Community Service Manager • Representative • Football Coach • Basketball Coach • Sports Game Coach • Cashier • Sales Representative • Sales Agent • Government Administration Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Video Editor

Experience & Education

Position:

New Member at Lafayette Rotary, Executive Consultant, Employee Benefits at Sitzmann Morris &...

Title:

Employee Benefits Executive Consultant

Location:

San Francisco Bay Area

Industry:

Insurance

Work history:

Lafayette Rotary - Lafayette, CANew Membersince Apr 2013Sitzmann Morris & Lavis Insurance Agency - Lafayette, CAExecutive Consultant, Employee Benefitssince Sep 2012

Skills:

Sales, Employee Relations, Accounting, Finance, Managerial Finance, Insurance, Customer Service,...

Languages:

Spanish

Certifications:

Life & Health License, State of California
Property & Casualty License, State of California

Charlie Hoover San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Computer Technician • Network Administrator • Network Systems Administrator • Information Technology Specialist • Computers Specialist • Computer Specialist • Computer Network Professional • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Owner • Chief Executive • Agent • Sales Representative • Technical Support Specialist • Webmaster • Computational Scientist • Systems Administrator • Computer Systems Administrator • Software Developer • Software Developers • Systems Support Specialist • Support Specialists • Web Developer • User Interface Designer • Computer Scientists • Partner • Corporate Executive • Operations Manager • Consumer Goods Professional • Commodities Clerk • Organization Management • Administrative Clerk • Clerical Specialist • Nurse • Nurse Practitioner

Experience & Education

Position:

Computer Technician and Network Administrator at Coldwell Bankers Walnut Creek, Computer Technician ...

Title:

Computer Technician and Network Administrator at Coldwell Bankers

Location:

San Francisco Bay Area

Industry:

Information Technology and Services

Work history:

Coldwell Bankers Walnut Creek - Walnut Creek CAComputer Technician and Network Administratorsince May 2012Prudential Real Estate - Orinda CAComputer Technician and Network Administratorsince Jan 2012

Skills:

Operating Systems, Software Installation, Customer Service, HTML, Computer Hardware, SQL, Outlook,...

Katie Robertson Berkeley, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Accounts Payable Specialist • Accounts Payable • Crewman • Administrative Clerk • Clerical Specialist • Non-Profit • Advisor • Team Member • Chief Administrative Officer • Chief Executive • Law Specialist • Lawyers • Hospital Care Professional • Health Professional • Health Practitioner • Survey Researcher

Experience & Education

Position:

Assistant III at Center for the Study of Child Care Employment

Title:

Assistant

Location:

Berkeley, California

Industry:

Research

Work history:

Center for the Study of Child Care Employment - UC BerkeleyAssistant IIIsince Jan 2013MetlSaw - Benicia, CAAccounts Payable SpecialistAug 2011 - Jan 2013

Jeffrey Pasquini San Francisco, CA

Professions & Specialties

Operations Associate • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:

Operations Associate at Apex Capital, LLC

Location:

San Francisco Bay Area

Industry:

Financial Services

Work history:

Apex Capital, LLC - Orinda, CAOperations Associatesince Jun 2011Litman/Gregory Portfolio AdministratorSep 2010 - Nov 2011

Jeffrey Weller Orinda, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Lifeguard • Life Guard • Human Resources Specialist • Recruitment • Bachelor of Arts • Commodities Clerk

Experience & Education

Title:

Social Media Strategist

Location:

Orinda, California

Industry:

Marketing and Advertising

Work history:

Supercool Creative Social Media Strategist • Social Media Outreach Social Media StrategistMay 2011 - Aug 2011Sleepy Hollow Swim and Tennis Club LifeguardMay 2009 - Aug 2009

Geri Murphy San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Psychology Specialist

Experience & Education

Position:

Broker/Owner at Murphy & Associates Realty Group

Location:

San Francisco Bay Area

Industry:

Real Estate

Work history:

Murphy & Associates Realty Group - Lafayette & OrindaBroker/Ownersince Jun 2012BMC REAL ESTATE Broker-AssociateOct 2011 - Jun 2012

Languages:

French, German, spanish

John King San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Marketing Manager • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Client Service Officer • Sales Representative • Customer Service • Construction Specialist • Construction Laborer

Experience & Education

Position:

Branch Manager - NMLSR ID #254485 at Guild Mortgage Company

Title:

Branch Manager at Guild Mortgage Company

Location:

San Francisco Bay Area

Industry:

Financial Services

Work history:

Guild Mortgage Company - Metro Bay East Office - Kaiser Center Oakland, CABranch Manager - NMLSR ID #254485since Jan 2013Wells Fargo Home Mortgage - Oakland, CAPrivate Mortgage Banking Sales Supervisor NMLSR#254485Mar 2012 - Jan 2013

Margot Kaufman San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director • Manager • Operations Manager • Buyer • Buyer and Seller • Sales Representative • Supporting Member • Team Member

Experience & Education

Position:

Realtor at Pacific Union International Christie's International Real Estate

Title:

Realtor Pacific Union International

Location:

San Francisco Bay Area

Industry:

Real Estate

Work history:

Pacific Union International Christie's International Real Estate - Orinda, CaRealtorsince Mar 2012Village Associates Real Estate - Orinda, CARealtorOct 2000 - Mar 2012

Pamela Halloran Lafayette, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Supporting Member • Team Member • High School Diploma • Operations Manager

Experience & Education

Position:

Broker Associate at Pacific Union, Christie's Great Estates

Title:

Real Estate Broker Associate Pacific Union International

Location:

Lafayette, California

Industry:

Real Estate

Work history:

Pacific Union, Christie's Great Estates - Lafayette, CABroker Associatesince May 2012Village Associates - Orinda, CABroker associate2005 - May 2012

Languages:

Spanish

Rebecca Ross San Francisco, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Architect • Independent Contractor • Contractor • School Principal • School Administrator • Educational Manager • Director • Operations Manager • Independent Business Owners • Construction • Captain • Bachelor of Architecture • Bachelor of Arts • Hayward • Watchman • Construction Administrator • Construction Manager • Client Service Officer • Customer Service

Experience & Education

Position:

Architect at Self Employed

Title:

Architect

Location:

San Francisco Bay Area

Industry:

Architecture & Planning

Work history:

Self Employed - Orinda, CAArchitectsince Oct 2012MBH Architects - Alameda, CAPrincipal - Retail Business Development & Studio DirectorMay 2008 - Sep 2012

Skills:

Urban Design, Submittals, Management, Architectural Design, Design Research, Feasibility Studies,...

Certifications:

California Architectural License, Caifornia Architects Board
NCARB, National Council of Architectural Registration Boards

Jaime Roder San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Broker Associate • Property Manager • Real Estate Manager • Real Estate Sales Agent • Juris Doctor • Bachelor of Science • Computer Software Professional • Software Developers • Team Member • Marketing Manager

Experience & Education

Position:

Broker at Village Associates

Location:

San Francisco Bay Area

Industry:

Real Estate

Work history:

Village Associates - Orinda, CABrokersince Oct 2012Coldwell Banker Real Estate Broker AssociateJul 2009 - Oct 2012

Alexander Gailas San Francisco, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Founding Member • Buyer and Seller • Bachelor of Science • Nurse • Nurse Practitioner

Experience & Education

Position:

Owner at AGFF INC., President/Real Estate Broker at AG Realty, President/Real Estate Broker at AG...

Title:

Why Choose Alex Gailas

Location:

San Francisco Bay Area

Industry:

Real Estate

Work history:

AGFF INC. Ownersince Jan 2001AG Realty - 43 Moraga Way Ste 203 Orinda CA 94563President/Real Estate Brokersince Jan 2001

Skills:

Real Estate, Investment Properties, REO, Short Sales, First Time Home Buyers, Sellers, Single...

Jos Vafaei Orinda, CA

Professions & Specialties

Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Work

Company:

Alayn restaurant - Dubai
Assistant branch manager

Skills

Bank Teller

Kevin Liang San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Credit Analyst • Loan Accountant • SalesForce Administrator • Computer Software Professional • Database Administration Professional • Database Administrator • Software Developers • Insurance Analyst • Insurance Professional • Underwriter • Bookkeeper • Survey Researcher • Student Worker • Operations Manager • Commodities Clerk

Experience & Education

Position:

Senior Financial Analyst at salesforce.com

Location:

San Francisco Bay Area

Industry:

Computer Software

Work history:

Salesforce.com - San Francisco Bay AreaSenior Financial Analystsince Feb 2013Bank of America - San Francisco Bay AreaAVP, Portfolio Management Officer IIFeb 2012 - Feb 2013

Languages:

Chinese, English

Allison Warren Orinda, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Marketing Manager • Marketing Administrator • Advertising Professional • Market Analyst • Advertising Sales Agent • Market Research Analyst • Operations Manager • Brand Representative • Commodities Clerk

Experience & Education

Position:

Partner, Chief Strategist at Green Flash Strategies, Founding Partner at green flash consulting

Title:

Brand and Consumer Demand Strategist

Location:

Orinda, California

Industry:

Marketing and Advertising

Work history:

Green Flash Strategies - Orinda, CAPartner, Chief Strategistsince Apr 2012Green flash consulting - San Francisco Bay AreaFounding Partnersince Apr 2009

Skills:

Consumer Segmentation, Marketing Management, Business Planning, Brand Management, Brand...

Annie Carroll San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Account Associate • Sales Executive • Owner • Vice President • Chief Executive • Territory Account Manager • Agent • Sales Representative • Representative • Advisor • Area Manager • Managers • Bachelor of Arts • Computer Software Professional • Database Administration Professional • Database Administrator • Software Developers

Experience & Education

Position:

Business Development Officer at PENSCO Trust Company

Title:

I

Location:

San Francisco Bay Area

Industry:

Financial Services

Work history:

PENSCO Trust Company Business Development Officersince Feb 2013Forward Investing - San Francisco, CASales AssociateFeb 2012 - Nov 2012

Skills:

Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Salesforce.com,...

Georgia Herzog San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Account Manager • Manager • Operations Manager • Sales Manager • Marketing Professional • Advertising Sales Agent • Sales Coordinator • Client Service Officer • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Information Technology Specialist • IT Specialist • Customer Service

Experience & Education

Position:

Vice President at ComputerCare

Location:

San Francisco Bay Area

Industry:

Information Services

Work history:

ComputerCare Vice Presidentsince May 2013ComputerCare - Palo AltoAccount ManagerJan 2012 - May 2013

Anne Taddei San Francisco, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Executive Vice President • Partner • Chief Executive • Vice President • Certified Nurse Aide • Nurse • Nurse Practitioner • Vice President of Sales • Operations Manager • Sales Manager • Independent Contractor • Advisor • Contractor • Consumer Goods Professional • Commodities Clerk • Independent Business Owners

Experience & Education

Position:

Owner at LaMorinda Sales & Marketing

Location:

San Francisco Bay Area

Industry:

Consumer Electronics

Work history:

LaMorinda Sales & Marketing - Orinda, CAOwnersince Jul 2013Proven Performer LLC - Frisco, TXExecutive Vice PresidentOct 2010 - Jun 2013

Skills:

E-commerce, Home Theater, Strategic Partnerships, Sales Management, Merchandising, Product...

James Kan San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Information Officer • Technology Director • Technology Manager • Technical Managers • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Paralegal • Computer Scientists • Automotive Professional

Experience & Education

Position:

CIO at Monique Asset Management, LLC

Location:

San Francisco Bay Area

Industry:

Financial Services

Work history:

Monique Asset Management, LLC CIOsince Sep 2005AXA Rosenberg - Orinda, CAHead Portfolio ManagerOct 2000 - Aug 2004

Thelica San Orinda, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Legal Aide • Paralegal • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Managers • Vice President • Technology Director • Technology Manager • Technical Managers

Experience & Education

Work

Company:

Cpg law group - San Francisco, CA
Office manager / legal assistant

Company:

Corelogic (formerly first american corp.) - Brea, CA
Executive assistant to the chief operating officer / office manager

Skills

Microsoft Word, Excel, Powerpoint and Outlook. Visio and Quickbooks.

Jorge Pureco Orinda, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:

Kaspick & company
Client account manager - gift administration

Company:

Union bank - San Francisco, CA
Vice president - senior relationship manager - investment advisory services

Leslie Dickson Orinda, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Law Clerk • Judicial Law Clerk • Tutor • Counselor • Advisor • Paralegal • Litigation Support Specialist • Business Administrator • Supporting Member • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Juris Doctor • Operations Manager

Experience & Education

Work

Company:

Bonnie johnson law
Law clerk

Company:

Winter nights
Tutor and mentor

Toula Victor Richmond, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Manager • Operations Manager • Master of Business Administration • Bachelor of Arts

Experience & Education

Work

Company:

Chevron
Analyst, manuals & procedures

Company:

Chevron - Richmond, CA
Document specialist

Vera Duplan Orinda, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Economist • Counselor • Business Consultant • Advisor • Director • Chief Executive • Operations Manager

Experience & Education

Work

Company:

Locus technologies
Economist/consultant

Company:

Locus technologies - Orinda, CA
Business consultant

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