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Financial Services Sales Agents in California

Financial Services Sales Agents in Pasadena, CA

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249 results found

Duy Trinh Los Angeles, CA

Professions & Specialties

Municipal Bond Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Model • Business Administrator • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Operations Manager

Experience & Education

Title:
Institutional Trading Assistant at Tradewinds Global Investors, LLC
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Tradewinds Global Investors, LLC - Century City, CAInstitutional Trading AssistantAug 2010 - Jul 2013Oppenheimer & Co. - Los Angeles, CAMunicipal Bond Trader Assistant (Temporary Employment)May 2010 - Jul 2010
Languages:
Vietnamese
Full Profile

Mitch Perliss Los Angeles, CA

Professions & Specialties

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

Experience & Education

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

Mark Howell Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Process Analyst • Project Manager • Analyst • Coordinator • Business Analyst • Analysts • Managers • Consumer Goods Professional • Commodities Clerk • Project Managers • Business Administrator • Advisor • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Operations Manager • Technology Director • Technology Manager • Technical Managers • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Analyst • Network Systems Administrator • Computer Network Professional • Network Administrator • Recruitment

Experience & Education

Position:
Analyst | Project Lead/Coordinator at Disney Consumer Products | DisneyStore.com
Title:
Process Analyst at Disney Consumer Products
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Disney Consumer Products | DisneyStore.com - Pasadena, CAAnalyst | Project Lead/Coordinatorsince Nov 2009Western Asset Management - Pasadena, CABusiness Analyst2006 - 2009
Full Profile

Adam Goyer Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Director of Operations • Board Member • Operations Manager • Management Team Executive • Business Administrator • Organization Management • Advisor • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Database Administration Professional • Database Administrator • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Investment Banking at crowdfunder.com, Director Of Operations at Currency //, Board of Directors at ...
Title:
Financial Planner at New England Financial - CA Insurance #0G04702
Location:
Greater Los Angeles Area
Industry:
Management Consulting
Work history:
Crowdfunder.com Investment Bankingsince May 2013Currency // - Greater Los Angeles AreaDirector Of Operationssince Mar 2011
Skills:
Retirement Planning, Social Media, Sales, Management, Health Insurance, Public Speaking, Team...
Full Profile

Cynthia Nickell Los Angeles, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Team Member • Advisor • Director • Operations Manager • Master of Business Administration • Office Assistant • Philanthrope • Non-Profit • Organization Management • Office Clerk • Clerical Specialist • Produce Manager • HR Manager • Marketing Manager • Chief Executive • Production Manager • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Assoc. Director of Individual Giving at Five Acres--The Boy's and Girl's Aid Society of Los...
Title:
Assoc. Director of Individual Giving at Five Acres--The Boy's and Girl's Aid Society of Los Angeles
Location:
Greater Los Angeles Area
Industry:
Fund-Raising
Work history:
Five Acres--The Boy's and Girl's Aid Society of Los Angeles - Altadena,CAAssoc. Director of Individual Givingsince Jan 2013Cynthia D. Nickell, MBA - Greater Los Angeles AreaIndependent Development Consultantsince Oct 2012
Skills:
Fundraising, Non-profits, Event Planning, Newsletters, Marketing, Team Leadership, Managerial...
Full Profile

Sarah Brady Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Co-Founder • Chief Executive • Founder • Founding Member • Consumer Goods Professional • Commodities Clerk • Lecturer • Postsecondary Teacher • Team Member

Experience & Education

Position:
Owner & co-founder at Platform
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Platform - 5027 York Blvd., Los Angeles, CA 90042Owner & co-foundersince Apr 2011Art Center College of Design - Pasadena, CAGuest Lecturer2009 - 2011
Skills:
Concept Development, Creative Direction, Design Thinking, Trend, Interior Design, Home Staging, Art ...
Full Profile

Greg Temple Pasadena, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Chief Executive Officer • Vice President • Chief Executive • Corporate Executive • Leader • Managers • Consumer Goods Professional • Commodities Clerk • Chief Learning Officer • Technology Director • Production Manager • General and Operations Manager • Director of Operations • Operations Manager • Development Director • HR Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Business Administrator • Training Manager • Bachelor of Science • Account Manager

Experience & Education

Title:
EVP & Chief Supply Chain Officer | SVP Global Manufacturing and Logistics | Lean Operations Leader
Location:
United States
Industry:
Consumer Goods
Work history:
Ecolab - St Paul MNEVP and Chief Supply Chain OfficerApr 2011 - Dec 2012Avery Dennison - Pasadena, CACorporate VP of Global OperationsDec 2001 - Mar 2011
Languages:
Conversational Spanish
Full Profile

Michael Chong Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Representative • Business Administrator • Certified Nurse Aide • Nurse • Nurse Practitioner • Human Resources Specialist • Government Administration Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Sales Manager • Community Service Manager

Experience & Education

Position:
Eligibility Worker at Los Angeles County Department of Public Services
Title:
Eligibility Worker II at the Department of Public Social Services
Location:
Greater Los Angeles Area
Industry:
Individual & Family Services
Work history:
Los Angeles County Department of Public Services Eligibility Workersince Jul 2013Wells Fargo Bank - City of Industry,CAPersonal Banker/ Business ChampionMay 2011 - Jun 2013
Full Profile

Barrie Rice Los Angeles, CA

Professions & Specialties

Trader • Equity Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager • Bachelor of Business Administration • Business Administrator • Team Member

Experience & Education

Title:
Head Trader at Sabal Capital Management, LLC
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Expo Capital Management, LLC Head TraderFeb 2007 - Jul 2012Vantis Capital Management, LLC - Pasadena, CAEquity TraderApr 2006 - Dec 2006
Skills:
Hedge Funds, Equities, Securities, Fixed Income, Equity Research, Trading, Equity Trading,...
Full Profile

Janine Easton Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Account Manager • Partner • Shop Manager • Chief Executive • Sales Manager • Consumer Goods Professional • Sales Support • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Assistant Manager • Managers

Experience & Education

Position:
Inside Account Manager at Staples Advantage
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Staples Advantage - La Mirada, CAInside Account Managersince Aug 2006Ann Taylor Loft - Pasadena, CASr. Assistant ManagerMay 2005 - Aug 2006
Full Profile

Jeff Stroud Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Management Consultant • Managers • Management Analyst • Analysts • Chief Executive Officer • Chairperson • Vice President of Sales • Corporate Executive • Chief Executive • Vice President • Marketing Consultant • Market Analyst • Market Research Analyst • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Marketing Consultant at Jeff Stroud Consulting
Title:
Entrepreneur | CEO | Social Commerce | E-Commerce | Direct Sales
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Jeff Stroud Consulting - Pasadena, CAMarketing Consultantsince Jul 2012Private Quarters - Pasadena, CaliforniaPresident & CEOOct 2004 - Sep 2012
Full Profile

Shannon Drake Pasadena, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Account Service Manager • Supplier • Commodities Clerk • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Package Designer • Commercial Designer • Partner • Chief Executive • Customer Service

Experience & Education

Position:
NEB Creative Services Marketing at PepsiCo
Title:
Creative Services | Naked Emerging Brands (PepsiCo)
Location:
Pasadena, California
Industry:
Consumer Goods
Work history:
PepsiCo - Monrovia, CaNEB Creative Services Marketingsince Apr 2013E & J Gallo Winery - Modesto, California AreaAccount ExecutiveJan 2011 - Apr 2013
Full Profile

Aaron Schottelkorb Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant, Registered Representative at Western International Securities, Inc.,...
Title:
Financial Consultant, Registered Representative at Western International Securities, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Western International Securities, Inc. - 70 S. Lake Ave., Suite 700, Pasadena, CA 91101Financial Consultant, Registered Representativesince Jan 2013Western International Securities, Inc. Financial Consultant, Registered Representativesince Jan 2013
Skills:
Retirement Planning, Investments, Asset Management, Portfolio Management, Annuities, IRA's, Long...
Full Profile

Aleksandar Krakovic Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Advisor • Security • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Manager/Important Disclosures at Financial Pointe
Title:
Wealth Management at Financial Pointe
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Financial Pointe - Glendale, CAWealth Manager/Important Disclosuressince Jun 2005NEXT Financial Group, Inc. - Glendale, CAWealth ManagerJun 2005 - May 2011
Full Profile

Amanda Garcia Glendale, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Coordinator • Security • Managers • Human Resources Specialist • Recruitment • Certified Nurse Aide • Nurse • Nurse Practitioner • Consumer Goods Professional • Commodities Clerk • Operations Manager • Director of Operations • Student Worker • Advertising Sales Agent • Entertainer

Experience & Education

Position:
Campus Recruiting Coordinator at Nestle USA
Title:
Nestlé USA Campus Recruiting Coordinator
Location:
Glendale, California
Industry:
Consumer Goods
Work history:
Nestle USA - Glendale, CACampus Recruiting Coordinatorsince Jan 2011GS1group, Inc. - Pasadena, CaOperations ManagerMar 2007 - Jan 2011
Skills:
Recruiting, Leadership, Applicant Tracking Systems, Event Management, Program Management, Human...
Languages:
Spanish
Full Profile

Ellen Chiang Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Assistant Vice President • Chief Executive Officer • Financial Director • Vice President • Chief Executive • Corporate Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President / Financial Advisor at Merrill Lynch
Title:
AVP, Merrill Lynch - Wealth Management Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pasadena/Arcadia, CAAssistant Vice President / Financial Advisorsince 2006JPMorgan Chase - Greater Los Angeles AreaVice President - InvestmentJan 2010 - Jul 2012
Languages:
English, Chinese, Taiwanese
Full Profile

Craig Bergman Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Senior Director • Operations Manager • Director of Operations • Senior Manager • Consumer Goods Professional • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Supporting Member • Managers • Team Member • Software Engineer • Computational Scientist • Computer Software Professional • Computer Specialist • Software Developers • Computer Scientists • Bachelor of Science • Industrial Engineer

Experience & Education

Position:
Senior Director of Quality at Evolution Robotics
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Evolution Robotics - Pasadena, CASenior Director of Qualitysince Apr 2012Research In Motion - Dallas/Fort Worth AreaCustomer Operations ManagerOct 2008 - Jul 2011
Skills:
Six Sigma, ISO standards, Internal Audit, ISO, Process Improvement, Supplier Quality, Quality...
Full Profile

Bruno Wittmann Pasadena, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Senior Manager • Manager • Partner • Operations Manager • Chief Executive • Investor • Advisor • Apprentice • Model • Consumer Goods Professional • Commodities Clerk • Financial Analyst • Financial Planning Analyst • Accounting Analyst • Student Worker

Experience & Education

Position:
Senior Manager / Manager, Investor Relations & Financial Planning at Avery Dennison
Title:
Senior Manager, Investor Relations and Financial Planning at Avery Dennison
Location:
Pasadena, California
Industry:
Consumer Goods
Work history:
Avery Dennison - Pasadena, CASenior Manager / Manager, Investor Relations & Financial Planningsince Jun 2011Avery Dennison - Brea, CABusiness Advisor / Senior Financial Analyst / Financial AnalystFeb 2009 - Jun 2011
Languages:
English, Portuguese, German
Full Profile

Jessica Greilick Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Instructor • Pedagogue • Cashier Clerk • Cashier • Visual Merchandising Specialist • Merchandise Display Specialist • Managers

Experience & Education

Position:
Assistant Product Merchandiser at The Disney Stores
Title:
Assistant Product Merchandiser at The Disney Stores- Central Team
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
The Disney Stores - Pasadena, CAAssistant Product Merchandisersince Jul 2010American Musical & Dramatic Academy Stage Combat InstructorDec 2009 - Dec 2011
Full Profile

Hansa Patel Pasadena, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Loan Processor • Loan Officer • Loan Officers • Compliance Agent • Supporting Member • Managers • Compliance Officer • Team Member

Experience & Education

Work

Company:
Randstad
Mortgage closer
Company:
Americorp funding
Lead funder and closer
Full Profile

Lisa Kim Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Business Development Manager • Partner • Chief Executive • Operations Manager • Client Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advocate • Jurist • Legal Counsel • Advisor • Customer Service

Experience & Education

Position:
Vice President - Senior Client Manager at Bank of America
Location:
Los Angeles, California
Industry:
Banking
Work history:
Bank of America - Greater Los Angeles AreaVice President - Senior Client Managersince Mar 2013Bank of America - Greater Los Angeles AreaVice President - International Business Development OfficerMay 2012 - Mar 2013
Full Profile

Michael Harrington Pasadena, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • High School Diploma • Managers

Experience & Education

Work

Company:
Knighted ventures - Los Angeles, CA
Third party banker
Company:
Macy's - Eagle Rock, CA
A deterrent for potential shoplifters
Full Profile

Tania Tchakerian Pasadena, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Supervisors

Experience & Education

Work

Company:
Wells fargo bank
Phone banker
Company:
Mekhitarist fathers armenian christian school - Tujunga, CA
Teacher

Skills

Microsoft Word, Excel, MAC
Full Profile

Sang Plumlee Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Design Manager • Consumer Goods Professional • Commodities Clerk • Designer • Fashion Designer • Student Worker • Brand Representative • Marketing Manager • Entertainer

Experience & Education

Position:
Design Manager, Girls' & Boys' Toys at The Disney Store
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
The Disney Store Design Manager, Girls' & Boys' Toyssince Oct 2012The Disney Store - Pasadena, CASenior Designer for Girls' ToysJun 2011 - Nov 2012
Skills:
Toys, Fashion Design
Full Profile

Mercedez Sanchez Pasadena, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Analysts • Title Examiner

Experience & Education

Work

Company:
Jp morgan chase
Funder / pre disbursement specialist
Company:
Jp morgan chase
Closer / doc drawer
Full Profile

Nazia Haque Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Coordinator • Team Member • Managers • Consumer Goods Professional • Commodities Clerk • Analysts • Buyer and Seller • Sales Representative • Entertainment Professional • Entertainer • Student Worker • Operations Manager

Experience & Education

Position:
Product Development Coordinator (The Disney Store) at Disney Consumer Products
Title:
Associate Merchandiser
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Disney Consumer Products - PasadenaProduct Development Coordinator (The Disney Store)since Dec 2012Disney Consumer Products - Pasadena, CADesign Coordinator (The Disney Store)2011 - Nov 2012
Full Profile

Matt Davis Los Angeles, CA

Professions & Specialties

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

Experience & Education

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

George Lee Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Support Manager • Managers • Consumer Goods Professional • Retail Professional • Sales Support • Commodities Clerk • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Systems Support Specialist • Support Specialists

Experience & Education

Title:
Business Administrative Professional
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Altria - Pasadena, caSection Management AssistantDec 1997 - Feb 2012Altria Group Distribution Company Section Management AssistantJan 1997 - Jan 2012
Full Profile

Jennifer Johns Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Consumer Goods Professional • Area Sales Manager • Commodities Clerk • Regional Sales Consultant • Sales Representative • Customer Service • Advertising Sales Agent

Experience & Education

Position:
Director of Sales at LATHER
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
LATHER - Pasadena, CADirector of Salessince Jul 2011ION Media Networks Regional Sales Manager, Western RegionOct 2008 - Jul 2011
Full Profile

Hem-young De Fazio Pasadena, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Owner • Sales Representative • Buyer and Seller

Experience & Education

Position:
Realtor at Coldwell Banker Residential Brokerage, Artist at Hem-young de Fazio, Vice President at...
Title:
Hem-young de Fazio
Location:
Pasadena, California
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage Realtorsince 1998Hem-young de Fazio Artistsince Jan 1990
Languages:
English, Korean
Full Profile

Steve Kessler Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Sales Executive • Sales Manager • Entertainer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Services Representative at MassMutual Greater Los Angeles
Location:
Greater Los Angeles Area
Industry:
Printing
Work history:
MassMutual Greater Los Angeles - Pasadena CAFinancial Services Representativesince Apr 2013Anderson L.A. Sales ExecutiveFeb 2010 - Aug 2012
Full Profile

Maranda Pierfax Pasadena, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo
Personal phone banker
Company:
Vxi
Retention rep
Full Profile

Nicholas Poshek Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Services Professional at MassMutual Financial Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - Pasadena, CAFinancial Services Professionalsince Dec 2012Wells Fargo - El Monte, CAInbound sales specialistJan 2011 - Dec 2012
Full Profile

Jim Tripodes Los Angeles, CA

Professions & Specialties

Banker • Mortgage Broker • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative

Experience & Education

Position:
Realtor at Coldwell Banker San Marino
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Coldwell Banker San Marino - San Marino, CARealtorsince Jul 2008Pacific Properties - Covina, CARealtor/Mortgage BrokerJan 2006 - Jul 2008
Skills:
First Time Home Buyers, Investment Properties, Relocation, Investors, Short Sales, Real Estate, REO
Certifications:
Accredited Buyer's Representative, Real Estate Buyer’s Agent Council of the National Association of REALTORS
Full Profile

Michael Keeslar Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Senior Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Research Scientist • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Business Operations & Insights at Green Dot Corporation
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Green Dot Corporation - Pasadena, CADirector, Business Operations & Insightssince Jul 2013KPMG - Los Angeles, CASenior Manager, Economic & Valuation ServicesJul 2012 - Jul 2013
Full Profile

Calvin Tat Los Angeles, CA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Correspondent • Reporter • Buyer • Client Service Officer • Buyer and Seller • Sales Representative • Supporting Member • Team Member • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Software Tester • Computer Specialist

Experience & Education

Position:
Loan Purchaser Associate at ING DIRECT
Title:
Sr. Mortgage Loan Funder, Closer, Correspondent Loan Purchaser
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
ING DIRECT - Los Angeles, CALoan Purchaser Associatesince 2011ING DIRECT - Los Angeles, CALoan Closing & Funding Associate2007 - 2011
Full Profile

John Balen Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Consumer Goods Professional • Commodities Clerk • Production Manager • Entertainer

Experience & Education

Position:
Director, Product Development Hardlines at Disney Consumer Products
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
Disney Consumer Products Director, Product Development Hardlinessince Oct 2012The Disney Store - Pasadena, CADirector, Merchandise - Toys & HardlinesJun 2008 - Oct 2012
Full Profile

Morgan Gough Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at Arkenstone Financial, Financial Advisor at Wespac Advisors SoCal LLC
Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Arkenstone Financial - La Quinta, CAFinancial Advisorsince Feb 2012Wespac Advisors SoCal LLC - Pasadena, CAFinancial Advisorsince Jul 2009
Full Profile

Mike Safaie Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Customer Service • Client Service Officer • Advisor • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager

Experience & Education

Position:
Personal Financial Representative at Allstate Financial Services, LLC
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Allstate Financial Services, LLC Personal Financial Representativesince May 2013New York Life Insurance Company - Irvine, CAFinancial AdvisorDec 2012 - May 2013
Languages:
English, Farsi
Certifications:
Series 7 General securities licensed
Series 66 California State Law Licensed
Full Profile

Cliff Collins Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Branch Manager • Field Marketing Specialist • Marketing Administrator • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Marketing Manager • Psychology Specialist • Operations Manager • Chief Executive • Psychologist • Sales Representative • Regional Sales Consultant • Property Manager • Real Estate Manager

Experience & Education

Position:
Branch Manager at Caliber Funding
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Caliber Funding - Pasadena, CABranch Managersince Nov 2012W. J. Bradley Mortgage Capital, LLC - Pasadena, CASales ManagerJan 2012 - Nov 2012
Skills:
NMLS # 484170, California DRE Broker License # 00600732, Formal Training in the Sandler sales...
Full Profile

Anastasia Budiman Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Property Coordinator at Panda Restaurant Group, Real Estate Agent/Realtor at Coldwell Banker New...
Title:
Property Coordinator at Panda Restaurant Group
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Panda Restaurant Group Property Coordinatorsince Jun 2011Coldwell Banker New Century Real Estate Agent/Realtorsince Aug 2010
Skills:
Business Brokerage, Real Estate License, Property Management
Full Profile

Clayton Gibson Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor VP CIMA at Merrill Lynch
Title:
Senior Financial Advisor VP at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pasadena CASenior Financial Advisor VP CIMAsince Apr 1998
Skills:
Portfolio Management, Forecasting, Financial Analysis, Financial Modeling, Investments
Full Profile

Juan Fontenla Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Senior Advisor • Advisor • Operations Manager • Business Administrator • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Vice President, Senior Advisor at Bank of the West Wealth Management Group
Title:
Private Banker
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Bank of the West Wealth Management Group - Beverly Hills, CAVice President, Senior Advisorsince Jul 2012Citibank - Pasadena, CAVice PresidentJul 2009 - Jul 2012
Full Profile

Nathan Cupoli Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Systems Analyst • Information Technology Specialist • IT Analyst • IT Specialist • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Global Financial Reporting Systems Analyst at Avery Dennison
Title:
Global Financial Reporting Systems Analyst
Location:
Greater Los Angeles Area
Industry:
Information Technology and Services
Work history:
Avery Dennison - Pasadena, CAGlobal Financial Reporting Systems Analystsince Feb 2011JPMorgan Chase Financial AdvisorJan 2009 - Feb 2011
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Linda Varga Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Partner • Chief Executive • Oncologist • Medical Practice Professional • Medical Practitioner • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
President at ezShade, Partner at Moravec, Varga & Mooney
Title:
President ezShade
Location:
Greater Los Angeles Area
Industry:
Consumer Goods
Work history:
EzShade - San Marino, CAPresidentsince 2007Moravec, Varga & Mooney Partnersince 2001
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Raul Mercado Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Region Manager • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Area Manager • Managers

Experience & Education

Position:
President at Mercado Insurance Services
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
Mercado Insurance Services - Pasadena, CaPresidentsince Jan 2005MassMutual Financial Group - Los Angeles, CaFinancial AdvisorMay 2001 - Jan 2005
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Christine Fuentes Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
President-Elect at Financial Planning Association, Financial Advisor at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Financial Planning Association President-Electsince 2012Ameriprise Financial - 70 S. Lake Avenue Ste. 600 Pasadena, CA 91101Financial Advisorsince Apr 1986
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Rosalia Yang Pasadena, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Mortgage Banker at Bank of the West
Location:
San Marino, California
Industry:
Banking
Work history:
Bank of the West - San Marino, Alhambra, South PasadenaMortgage Bankersince Oct 2012Shanghai Wellink Industru Co. Ltd. - Shanghai, ChinaGeneral ManagerAug 2011 - Sep 2012
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Ricky Biel Pasadena, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Advice & Wealth Management Solutions at Haydel, Biel & Associates
Title:
Partner, Haydel, Biel & Associates
Location:
Pasadena, California
Industry:
Financial Services
Work history:
Haydel, Biel & Associates - Pasadena, CAAdvice & Wealth Management Solutionssince Dec 1999American Express Financial Advisors Senior Financial AdvisorDec 1999 - Dec 2009
Languages:
Spanish, Portuguese
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Financial Services Sales Agents near Pasadena, CA011,43722,87434,31145,74857,185Los AngelesGlendaleArcadiaEl MonteMonroviaAlhambraRosemeadMonterey ParkSan GabrielMontebello